Impact Partnership Wealth LLC Makes New $1.07 Million Investment in Intuit Inc. $INTU

Impact Partnership Wealth LLC purchased a new stake in shares of Intuit Inc. (NASDAQ:INTU) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 1,573 shares of the software maker’s stock, valued at approximately $1,074,000.

Several other institutional investors have also recently bought and sold shares of the stock. Sequoia Financial Advisors LLC grew its position in shares of Intuit by 9.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 17,279 shares of the software maker’s stock valued at $13,609,000 after purchasing an additional 1,433 shares during the period. MUFG Securities EMEA plc bought a new position in Intuit during the 2nd quarter worth about $1,733,000. Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Intuit by 11.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 145,211 shares of the software maker’s stock worth $99,166,000 after buying an additional 15,471 shares during the period. Wilmington Savings Fund Society FSB grew its holdings in shares of Intuit by 19.9% during the third quarter. Wilmington Savings Fund Society FSB now owns 29,553 shares of the software maker’s stock worth $20,182,000 after buying an additional 4,913 shares in the last quarter. Finally, Liberty One Investment Management LLC raised its position in Intuit by 31.8% in the 3rd quarter. Liberty One Investment Management LLC now owns 9,635 shares of the software maker’s stock valued at $6,580,000 after buying an additional 2,326 shares during the last quarter. Institutional investors own 83.66% of the company’s stock.

Intuit Trading Down 6.6%

Shares of NASDAQ:INTU opened at $502.98 on Friday. The company has a 50-day simple moving average of $628.53 and a 200 day simple moving average of $670.30. The company has a market capitalization of $139.96 billion, a P/E ratio of 34.38, a price-to-earnings-growth ratio of 2.20 and a beta of 1.25. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39. Intuit Inc. has a 52-week low of $491.72 and a 52-week high of $813.70.

Intuit (NASDAQ:INTU) last released its quarterly earnings data on Thursday, November 20th. The software maker reported $3.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.09 by $0.25. The company had revenue of $3.87 billion during the quarter, compared to analysts’ expectations of $3.76 billion. Intuit had a return on equity of 23.52% and a net margin of 21.19%.The business’s revenue was up 18.3% on a year-over-year basis. During the same period last year, the firm posted $2.50 earnings per share. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. Sell-side analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 9th were paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, January 9th. Intuit’s dividend payout ratio (DPR) is currently 32.81%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. UBS Group set a $739.00 price target on Intuit in a research report on Tuesday, January 6th. Wolfe Research reduced their target price on shares of Intuit from $870.00 to $830.00 and set an “outperform” rating for the company in a report on Monday, December 15th. Wall Street Zen upgraded shares of Intuit from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Royal Bank Of Canada reissued an “outperform” rating on shares of Intuit in a research report on Wednesday. Finally, BMO Capital Markets lowered their target price on Intuit from $870.00 to $810.00 and set an “outperform” rating on the stock in a research report on Friday, November 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $791.73.

Insider Activity at Intuit

In other Intuit news, Director Scott D. Cook sold 75,000 shares of the firm’s stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $673.43, for a total transaction of $50,507,250.00. Following the completion of the sale, the director directly owned 5,669,584 shares in the company, valued at $3,818,067,953.12. This trade represents a 1.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Sandeep Aujla sold 1,335 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $629.46, for a total value of $840,329.10. Following the sale, the chief financial officer owned 536 shares of the company’s stock, valued at approximately $337,390.56. This represents a 71.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 388,464 shares of company stock worth $255,514,393 in the last quarter. Corporate insiders own 2.49% of the company’s stock.

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit expanded its AI-driven tax and hiring capabilities, rolling out TurboTax Stores and integrations with Checkr — moves that could increase customer engagement, drive services revenue, and deepen recruitment workflows. Intuit Expands AI Tax And Hiring Platform With TurboTax Stores And Checkr
• Positive Sentiment: Intuit unveiled a Career Pipeline Program aimed at building a steady talent pipeline for roles across its businesses — a potential long‑term benefit for operating efficiency and product delivery. Intuit reveals Career Pipeline Program
• Neutral Sentiment: Intuit set a date to report Q2 FY2026 results on Feb. 26 (quarter ends Jan. 31). That earnings release and the conference call will be the next major catalyst that could move the stock. Intuit to Announce Second-Quarter Fiscal Year 2026 Results on Feb. 26
• Neutral Sentiment: Marketing efforts, such as a TurboTax campaign with NYC designers to spotlight small‑business creativity, are brand‑building but unlikely to move near‑term fundamentals. Intuit TurboTax Taps NYC Designers To Spotlight the Art of Business
• Neutral Sentiment: Analyst and investor commentary is drawing attention to Intuit right now, providing context but not a clear directional signal ahead of earnings. Intuit Inc. (INTU) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Shares have hit a 52‑week low, signaling increased selling pressure and weaker investor sentiment; that technical weakness can accelerate outflows and further price declines. Intuit stock hits 52-week low at 510.0 USD
• Negative Sentiment: Market coverage notes Intuit is falling more than the broader market today, reflecting valuation concerns, sector rotation, and investor caution ahead of results. Intuit (INTU) dips more than broader market: What you should know

Intuit Company Profile

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.