Generation Investment Management LLP Makes New $285.92 Million Investment in Intuit Inc. $INTU

Generation Investment Management LLP bought a new position in Intuit Inc. (NASDAQ:INTU) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm bought 1,095,488 shares of the software maker’s stock, valued at approximately $285,922,000. Intuit makes up approximately 2.8% of Generation Investment Management LLP’s investment portfolio, making the stock its 14th biggest position. Generation Investment Management LLP owned about 0.40% of Intuit as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of INTU. Brighton Jones LLC lifted its stake in Intuit by 61.3% in the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after purchasing an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Intuit by 145.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock valued at $511,000 after buying an additional 482 shares during the period. Nicholas Hoffman & Company LLC. purchased a new stake in shares of Intuit during the 1st quarter valued at approximately $785,564,000. Sivia Capital Partners LLC raised its position in shares of Intuit by 23.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock valued at $698,000 after buying an additional 166 shares during the period. Finally, Florida Financial Advisors LLC raised its position in shares of Intuit by 12.2% during the 2nd quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker’s stock valued at $370,000 after buying an additional 51 shares during the period. 83.66% of the stock is owned by hedge funds and other institutional investors.

Intuit Trading Up 0.4%

Intuit stock traded up $1.45 during trading on Monday, hitting $359.51. The company had a trading volume of 1,842,109 shares, compared to its average volume of 4,382,581. Intuit Inc. has a 1-year low of $252.84 and a 1-year high of $705.08. The company has a current ratio of 1.51, a quick ratio of 1.45 and a debt-to-equity ratio of 0.34. The company’s 50 day simple moving average is $307.36 and its 200-day simple moving average is $356.13. The stock has a market cap of $98.34 billion, a price-to-earnings ratio of 21.79, a price-to-earnings-growth ratio of 0.92 and a beta of 0.97.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Tuesday, August 25th. The software maker reported $4.03 EPS for the quarter, topping the consensus estimate of $3.58 by $0.45. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.27 billion. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The company’s quarterly revenue was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.75 earnings per share. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. As a group, analysts expect that Intuit Inc. will post 23.07 EPS for the current fiscal year.

Intuit Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, October 8th will be paid a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.5%. This is a positive change from Intuit’s previous quarterly dividend of $1.20. The ex-dividend date is Thursday, October 8th. Intuit’s payout ratio is presently 33.45%.

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit announced a partnership with Perplexity to integrate QuickBooks and Mailchimp into Perplexity Computer, an agentic AI assistant. The collaboration could help users move from discovering information to receiving personalized insights and taking actions within Intuit’s software ecosystem. Intuit and Perplexity Team on AI Integrations
• Positive Sentiment: Recent AI-powered product enhancements for mid-market financial management support Intuit’s strategy of using automation and data-driven insights to expand the value of its QuickBooks platform. Intuit unveils AI-powered innovations for mid-market financial management
• Positive Sentiment: A comparison with PayPal argues that Intuit’s broad financial-software ecosystem, recurring customer relationships and AI investments provide a strong foundation for future growth. Intuit or PayPal: Which Fintech Is Built for Future Growth?
• Neutral Sentiment: Analyst commentary notes that INTU has significantly underperformed the Nasdaq over the past year, but expectations for its future remain cautiously positive. Other coverage highlights Intuit’s profitability and market leadership while comparing it with higher-risk AI software companies. Is Intuit Stock Underperforming the Nasdaq?
• Negative Sentiment: Several law firms publicized a securities class action and a September 8 lead-plaintiff deadline involving investors who purchased Intuit shares between February 25, 2025, and June 1, 2026. The notices cite a reassessment of TurboTax’s growth outlook and add legal and reputational uncertainty, although the allegations have not been proven. Intuit Inc. Securities Fraud Lawsuit Deadline
• Negative Sentiment: An Intuit executive sold 906 shares worth approximately $314,000, representing 36% of the executive’s direct holdings before the transaction. While the sale may be routine, its timing can weigh on sentiment amid the stock’s recent decline. An Intuit Executive Sells Over a Third of Their Direct Holdings

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Oppenheimer reduced their price target on shares of Intuit from $406.00 to $380.00 and set an “outperform” rating on the stock in a research report on Wednesday, August 26th. Wells Fargo & Company reduced their price target on shares of Intuit from $360.00 to $300.00 and set an “equal weight” rating on the stock in a research report on Wednesday, August 26th. BNP Paribas Exane reduced their price target on shares of Intuit from $463.00 to $315.00 and set a “neutral” rating on the stock in a research report on Thursday, May 21st. Citigroup reduced their price target on shares of Intuit from $591.00 to $457.00 and set a “buy” rating on the stock in a research report on Thursday, August 13th. Finally, JPMorgan Chase & Co. lowered shares of Intuit from an “overweight” rating to a “neutral” rating and reduced their price target for the company from $605.00 to $331.00 in a research report on Wednesday, August 26th. Seventeen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $434.68.

Insider Buying and Selling at Intuit

In related news, CAO Lauren D. Hotz sold 907 shares of the business’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $346.54, for a total transaction of $314,311.78. Following the completion of the transaction, the chief accounting officer owned 1,628 shares in the company, valued at approximately $564,167.12. The trade was a 35.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Richard L. Dalzell sold 338 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $279.86, for a total transaction of $94,592.68. Following the transaction, the director owned 12,326 shares of the company’s stock, valued at approximately $3,449,554.36. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 2,146 shares of company stock valued at $662,666. Insiders own 2.49% of the company’s stock.

Intuit 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, and TurboTax, a tax-preparation and filing service aimed at individual taxpayers. In addition to these core offerings, Intuit has expanded through acquisitions to provide complementary services such as Credit Karma (consumer credit and financial-product marketplace) and Mailchimp (marketing and commerce tools), and it offers professional-grade tax solutions for accountants and tax preparers.

The company serves a mix of consumers, small and mid-sized businesses and accounting professionals across multiple markets, with a particularly large presence in the United States and an expanding international footprint.