Edmond DE Rothschild Holding S.A. Acquires Shares of 4,177 Intuit Inc. $INTU

Edmond DE Rothschild Holding S.A. bought a new stake in shares of Intuit Inc. (NASDAQ:INTU) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 4,177 shares of the software maker’s stock, valued at approximately $1,090,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of INTU. United Bank bought a new stake in Intuit during the 2nd quarter valued at $437,000. CM Wealth Advisors LLC bought a new stake in Intuit during the 2nd quarter valued at $298,000. Johnson Financial Group Inc. bought a new stake in Intuit during the 2nd quarter valued at $33,000. Tocqueville Asset Management L.P. bought a new stake in Intuit during the 2nd quarter valued at $4,440,000. Finally, Kentucky Farm Bureau Mutual Insurance Co bought a new stake in Intuit during the 2nd quarter valued at $1,044,000. Institutional investors own 83.66% of the company’s stock.

Intuit Stock Performance

INTU traded up $1.45 during midday trading on Monday, hitting $359.51. 1,842,109 shares of the company were exchanged, 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 firm has a market capitalization 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. The company’s 50 day simple moving average is $307.36 and its 200 day simple moving average is $356.13.

Intuit (NASDAQ:INTU) last posted its earnings results on Tuesday, August 25th. The software maker reported $4.03 EPS for the quarter, beating analysts’ consensus estimates of $3.58 by $0.45. Intuit had a return on equity of 25.97% and a net margin of 21.29%.The firm had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.27 billion. During the same period last year, the firm earned $2.75 EPS. The company’s quarterly revenue was up 13.7% on a year-over-year basis. 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, sell-side analysts predict that Intuit Inc. will post 23.07 earnings per share for the current year.

Intuit Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, October 8th will be given a dividend of $1.38 per share. This is a boost from Intuit’s previous quarterly dividend of $1.20. The ex-dividend date is Thursday, October 8th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.5%. Intuit’s payout ratio is 33.45%.

Insider Transactions at Intuit

In other news, CAO Lauren D. Hotz sold 907 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $346.54, for a total transaction of $314,311.78. Following the sale, the chief accounting officer directly owned 1,628 shares in the company, valued at $564,167.12. This trade represents a 35.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Richard L. Dalzell sold 284 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $262.32, for a total value of $74,498.88. Following the sale, the director owned 11,758 shares in the company, valued at $3,084,358.56. This trade represents a 2.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,146 shares of company stock worth $662,666 over the last 90 days. Insiders own 2.49% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft dropped their target price on Intuit from $530.00 to $425.00 and set a “buy” rating on the stock in a research report on Wednesday, August 19th. BNP Paribas Exane decreased their price objective on Intuit from $463.00 to $315.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. Rothschild & Co Redburn decreased their price objective on Intuit from $700.00 to $600.00 and set a “buy” rating for the company in a report on Tuesday, June 2nd. Stifel Nicolaus set a $300.00 price objective on Intuit in a report on Wednesday, August 26th. Finally, Daiwa Securities Group decreased their price objective on Intuit from $640.00 to $500.00 and set a “buy” rating for the company in a report on Wednesday, May 27th. Seventeen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Intuit presently has a consensus rating of “Hold” and a consensus price target of $434.68.

Key Intuit News

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

About Intuit

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.