Temasek Holdings Private Ltd Raises Stake in Intuit Inc. $INTU

Temasek Holdings Private Ltd lifted its stake in Intuit Inc. (NASDAQ:INTU) by 33.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 200,641 shares of the software maker’s stock after purchasing an additional 50,584 shares during the period. Temasek Holdings Private Ltd owned about 0.07% of Intuit worth $137,020,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in INTU. Brighton Jones LLC boosted its position in Intuit by 61.3% in the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock valued at $2,233,000 after buying an additional 1,350 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Intuit by 145.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after acquiring an additional 482 shares during the period. Nicholas Hoffman & Company LLC. purchased a new position in shares of Intuit during the first quarter worth approximately $785,564,000. Sivia Capital Partners LLC raised its stake in shares of Intuit by 23.1% during the second quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock valued at $698,000 after acquiring an additional 166 shares in the last quarter. Finally, Florida Financial Advisors LLC raised its stake in shares of Intuit by 12.2% during the second quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker’s stock valued at $370,000 after acquiring an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Daiwa Securities Group dropped their price objective on Intuit from $800.00 to $640.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Wolfe Research set a $550.00 target price on Intuit and gave the company an “outperform” rating in a research report on Thursday. Mizuho lowered their target price on Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Royal Bank Of Canada dropped their price target on Intuit from $850.00 to $600.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Finally, UBS Group cut their price target on Intuit from $725.00 to $440.00 and set a “neutral” rating on the stock in a research note on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Intuit has a consensus rating of “Moderate Buy” and an average price target of $634.26.

Insider Buying and Selling

In other Intuit news, CFO Sandeep Aujla sold 1,335 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $629.46, for a total transaction of $840,329.10. Following the completion of the sale, the chief financial officer directly owned 536 shares of the company’s stock, valued at approximately $337,390.56. This represents a 71.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the completion of the sale, the director owned 13,253 shares in the company, valued at $5,836,621.20. This represents a 2.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 120,501 shares of company stock worth $79,983,892 in the last three months. 2.49% of the stock is owned by company insiders.

Intuit Stock Performance

Shares of INTU stock opened at $439.96 on Friday. The firm has a market cap of $121.67 billion, a price-to-earnings ratio of 28.49, a PEG ratio of 1.75 and a beta of 1.26. Intuit Inc. has a 52-week low of $349.00 and a 52-week high of $813.70. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. The company’s 50 day moving average is $482.31 and its 200 day moving average is $600.67.

Intuit (NASDAQ:INTU) last posted its earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, topping analysts’ consensus estimates of $3.68 by $0.47. The company had revenue of $4.65 billion during the quarter, compared to analyst estimates of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.Intuit’s revenue was up 17.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.32 earnings per share. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. On average, sell-side analysts anticipate that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.1%. Intuit’s dividend payout ratio (DPR) is presently 31.09%.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Multi‑year partnership with Anthropic to build AI financial agents strengthens Intuit’s AI product roadmap and long‑term revenue opportunity, supporting buy‑side interest. Read More.
• Positive Sentiment: Rothschild & Co Redburn upgraded Intuit, providing fresh analyst support that can anchor the stock amid recent weakness. Read More.
• Neutral Sentiment: Company announced a quarterly dividend (ex‑dividend April 9), a steady capital‑return sign but modest yield—likely a neutral to mild positive for income‑focused investors. Read More.
• Neutral Sentiment: Analyses and valuation pieces note a multi‑month share selloff and re‑rating debate—keeps the stock in focus but produces mixed signals for timing. Read More.
• Negative Sentiment: Management’s Q3 profit guidance came in below Wall Street estimates after the Feb. 26 earnings release; that guidance miss triggered a post‑earnings pullback and remains a key near‑term risk. Read More.
• Negative Sentiment: Director Richard L. Dalzell sold 333 shares (~$440 avg) recently, reducing his stake modestly; while small in size, insider sales can be read negatively in a down tape. Read More.

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.