Union Bancaire Privee UBP SA Has $67.87 Million Stock Position in Intuit Inc. $INTU

Union Bancaire Privee UBP SA cut its position in Intuit Inc. (NASDAQ:INTU) by 28.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 97,733 shares of the software maker’s stock after selling 39,806 shares during the quarter. Intuit makes up about 1.0% of Union Bancaire Privee UBP SA’s holdings, making the stock its 18th biggest position. Union Bancaire Privee UBP SA’s holdings in Intuit were worth $67,871,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Sagard Holdings Management Inc. acquired a new position in Intuit during the 2nd quarter worth $28,000. MTM Investment Management LLC increased its stake in shares of Intuit by 135.0% in the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock worth $32,000 after purchasing an additional 27 shares during the period. Total Investment Management Inc. acquired a new position in shares of Intuit during the 2nd quarter worth about $33,000. Pin Oak Investment Advisors Inc. bought a new stake in Intuit during the 3rd quarter valued at approximately $33,000. Finally, Kilter Group LLC acquired a new stake in Intuit in the 2nd quarter valued at approximately $35,000. Institutional investors own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on INTU. Rothschild & Co Redburn raised Intuit from a “neutral” rating to a “buy” rating and increased their price objective for the company from $670.00 to $700.00 in a research report on Tuesday, March 10th. Susquehanna reduced their price target on shares of Intuit from $819.00 to $720.00 and set a “positive” rating for the company in a report on Tuesday, February 24th. Oppenheimer decreased their price target on shares of Intuit from $696.00 to $558.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Argus cut their price objective on shares of Intuit from $780.00 to $580.00 and set a “buy” rating for the company in a research report on Wednesday, March 4th. Finally, Wall Street Zen cut shares of Intuit from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $638.06.

Insider Buying and Selling

In related news, Director Scott D. Cook sold 75,000 shares of the firm’s stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $673.43, for a total transaction of $50,507,250.00. Following the completion of the transaction, the director owned 5,669,584 shares in the company, valued at $3,818,067,953.12. This trade represents a 1.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $650.10, for a total value of $26,654,100.00. Following the completion of the sale, the chief executive officer owned 13,611 shares in the company, valued at $8,848,511.10. This trade represents a 75.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 119,403 shares of company stock valued at $79,242,742. 2.49% of the stock is currently owned by corporate insiders.

Intuit Trading Up 1.9%

Shares of Intuit stock opened at $455.24 on Friday. Intuit Inc. has a 52-week low of $349.00 and a 52-week high of $813.70. The firm has a market capitalization of $125.90 billion, a PE ratio of 29.48, a price-to-earnings-growth ratio of 1.80 and a beta of 1.26. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32. The company’s fifty day moving average price is $466.88 and its two-hundred day moving average price is $594.81.

Intuit (NASDAQ:INTU) last released its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 EPS 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 the consensus estimate of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The firm’s revenue for the quarter was up 17.4% compared to the same quarter last year. During the same period last year, the firm earned $3.32 EPS. 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, analysts expect that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, April 9th. Intuit’s dividend payout ratio is currently 31.09%.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Morgan Stanley named Intuit a Top Pick and highlighted the company’s positioning; that institutional endorsement lifts investor sentiment and frames upcoming fiscal Q3 results as a catalyst. Intuit stock rises after Morgan Stanley Top Pick designation
• Positive Sentiment: Analysts at Morgan Stanley and other brokers say Intuit’s fiscal Q3 (tax-season visibility) could be a key catalyst for revenue and guidance clarity — a near-term earnings narrative that typically supports multiple expansion. Intuit Fiscal Q3 Seen as Catalyst for Tax-Season Visibility, Growth, Morgan Stanley Says
• Positive Sentiment: Street analysts continue to rate INTU as a buy on its revenue growth profile and cash flow resilience; media pieces summarizing those analyst views can drive inflows from funds and retail buyers. Wall Street Analysts See Intuit (INTU) as a Buy: Should You Invest?
• Positive Sentiment: Management actions: Intuit has stepped up share buybacks while planned insider stock sales were halted — both signals reduce supply and show management confidence, supporting the rally. Intuit steps up share buybacks as leadership halts planned stock sales
• Neutral Sentiment: CEO Sasan Goodarzi gave interviews addressing the canceled insider sales and company strategy; these public comments provide transparency but haven’t changed fundamental guidance. Watch CNBC’s full interview with Intuit CEO Sasan Goodarzi
• Positive Sentiment: Coverage pieces that list INTU among top sales-growth/defensive software stocks can attract longer-term buyers who favor secular software growth stories. 3 Sales Growth Stocks to Bet on Despite Geopolitical Conflicts
• Negative Sentiment: Product strategy risk: accelerating the exit from QuickBooks Desktop could test customer loyalty and create migration opportunities for rivals (Xero, others); this is a potential medium-term revenue/retention headwind to monitor. Intuit Desktop Exit Tests Customer Loyalty As Rivals Court QuickBooks Users

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.