United Capital Financial Advisors LLC Invests $7.58 Million in Intuit Inc. $INTU

United Capital Financial Advisors LLC bought a new position in Intuit Inc. (NASDAQ:INTU) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 29,044 shares of the software maker’s stock, valued at approximately $7,580,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Joseph Group Capital Management purchased a new position in shares of Intuit in the 4th quarter worth about $25,000. Fiduciary Financial Advisors purchased a new stake in shares of Intuit during the 2nd quarter worth about $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Intuit during the 4th quarter worth about $25,000. Osbon Capital Management LLC acquired a new stake in Intuit during the 2nd quarter worth approximately $26,000. Finally, MidFirst Bank acquired a new stake in Intuit during the 2nd quarter worth approximately $28,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Insider Buying and Selling at Intuit

In related news, Director Richard L. Dalzell sold 284 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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 of the company’s stock, valued at approximately $3,084,358.56. This trade represents a 2.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,239 shares of company stock worth $348,354. 2.49% of the stock is currently owned by corporate insiders.

Intuit Stock Performance

Intuit stock opened at $348.00 on Friday. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.51 and a quick ratio of 1.45. Intuit Inc. has a 12 month low of $252.84 and a 12 month high of $705.08. The company has a fifty day moving average price of $305.53 and a two-hundred day moving average price of $356.69. The company has a market cap of $95.19 billion, a PE ratio of 21.09, a P/E/G ratio of 1.08 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.58 by $0.45. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The company had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.27 billion. During the same period last year, the firm posted $2.75 EPS. The company’s revenue for the quarter 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. Research analysts expect that Intuit Inc. will post 21.06 earnings per share for the current year.

Intuit Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, October 8th will be issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.6%. This is a boost from Intuit’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Thursday, October 8th. Intuit’s dividend payout ratio is currently 33.45%.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit exceeded fiscal Q4 expectations, reporting adjusted EPS of $4.03 versus the $3.58 consensus and revenue of $4.35 billion versus $4.27 billion. Revenue increased 13.7% year over year, providing evidence that the core business remains profitable and resilient. Intuit Q4 Revenues Rise
• Positive Sentiment: The board raised Intuit’s quarterly dividend 15% to $1.38 per share, signaling confidence in cash generation and returning more capital to shareholders.
• Positive Sentiment: Management highlighted adoption of its AI products, saying 75% of enterprise customers use Intuit AI agents monthly. Bulls view the expanding AI platform and planned customer-acquisition investments as potential long-term growth drivers. Intuit AI Agent Adoption
• Neutral Sentiment: Intuit is pursuing a strategic “reset to reaccelerate” customer growth, including broader QuickBooks access and changes to TurboTax pricing. The plan could strengthen market share over time, but it is expected to pressure near-term revenue and margins. Intuit Expects Revenue Deceleration
• Neutral Sentiment: Analysts remain divided: TD Cowen maintained a Hold with a $346 target, while Oppenheimer retained Outperform at $380. This reflects uncertainty over whether the investment cycle will produce renewed growth.
• Negative Sentiment: Fiscal 2027 revenue guidance of approximately $23.28 billion to $23.51 billion, representing 9%–10% growth, fell below Wall Street expectations and marked a slowdown from recent growth rates. Concerns about TurboTax pricing pressure, customer losses and possible AI disruption overshadowed the Q4 beat. Intuit Fiscal 2027 Guidance
• Negative Sentiment: JPMorgan and Wolfe Research downgraded the stock, citing weaker growth prospects, while multiple firms cut price targets. In addition, several law firms publicized a securities class action alleging misleading statements about TurboTax growth and competitive pressures, with a September 8 lead-plaintiff deadline. Intuit Securities Class Action

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. UBS Group set a $370.00 price target on shares of Intuit in a research report on Thursday. Jefferies Financial Group dropped their price objective on shares of Intuit from $550.00 to $500.00 and set a “buy” rating for the company in a research report on Sunday. Wells Fargo & Company reduced their target price on shares of Intuit from $360.00 to $300.00 and set an “equal weight” rating on the stock in a report on Wednesday. Truist Financial decreased their price target on shares of Intuit from $350.00 to $300.00 and set a “hold” rating for the company in a research report on Wednesday. Finally, Weiss Ratings cut shares of Intuit from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, June 11th. Seventeen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $434.68.

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; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.