Vanguard Personalized Indexing Management LLC Has $29.86 Million Holdings in Intuit Inc. $INTU

Vanguard Personalized Indexing Management LLC grew its stake in Intuit Inc. (NASDAQ:INTU) by 5.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,076 shares of the software maker’s stock after buying an additional 2,393 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Intuit were worth $29,859,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Joseph Group Capital Management acquired a new stake in shares of Intuit in the fourth quarter worth about $25,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Intuit in the fourth quarter worth about $25,000. Pin Oak Investment Advisors Inc. bought a new stake in Intuit during the 3rd quarter valued at approximately $33,000. Barnes Dennig Private Wealth Management LLC boosted its stake in Intuit by 54.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock valued at $36,000 after purchasing an additional 19 shares during the period. Finally, Steph & Co. grew its holdings in Intuit by 346.2% in the 4th quarter. Steph & Co. now owns 58 shares of the software maker’s stock valued at $38,000 after buying an additional 45 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit recently raised $1.75 billion through a senior notes offering, which strengthens liquidity and gives the company more financial flexibility. Intuit Raises $1.75 Billion Through Senior Notes Offering
• Positive Sentiment: Recent commentary points to solid underlying business trends, including 19% revenue growth in online business solutions, which supports the bull case after the stock’s sharp decline. Intuit reports strong 19% revenue growth in online business solutions
• Neutral Sentiment: Intuit launched new QuickBooks Payroll tools and services in the UK, a product update that supports the long-term growth story but is not likely to move the stock much in the near term. Intuit launches new QuickBooks Payroll tools and services to help UK businesses pay their teams with confidence
• Neutral Sentiment: Intuit’s Q3 2026 earnings call transcript attracted attention, but it does not appear to add materially new information beyond the recently reported results and guidance. Intuit Reports Q3 2026 Results: Full Earnings Call Transcript
• Negative Sentiment: Director Richard L. Dalzell sold shares in recent transactions, and while the trades were made under a 10b5-1 plan, insider selling can still weigh on sentiment. Richard L. Dalzell insider transactions
• Negative Sentiment: Multiple investor-alert and law-firm investigations into Intuit’s pricing practices and possible securities issues are creating legal overhang and may be pressuring the shares. Investor alert: Pomerantz investigates claims on behalf of investors of Intuit
• Negative Sentiment: Commentary also highlights investor concern about AI monetization and competitive disruption, reinforcing worries behind the recent weakness in INTU. Intuit slid amid market skepticism over AI monetization and disruption

Wall Street Analyst Weigh In

Several research analysts have commented on INTU shares. Mizuho dropped their price target on Intuit from $600.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, May 26th. Daiwa Securities Group reduced their price objective on Intuit from $640.00 to $500.00 and set a “buy” rating for the company in a research report on Wednesday, May 27th. Deutsche Bank Aktiengesellschaft reduced their price objective on Intuit from $600.00 to $530.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. TD Cowen reduced their price objective on Intuit from $576.00 to $504.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Finally, Wall Street Zen cut Intuit from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Twenty-four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Intuit currently has an average rating of “Moderate Buy” and an average target price of $514.58.

Intuit Stock Performance

Shares of INTU opened at $276.73 on Monday. Intuit Inc. has a 12-month low of $268.01 and a 12-month high of $813.70. The firm has a market capitalization of $75.70 billion, a price-to-earnings ratio of 16.76, a P/E/G ratio of 1.01 and a beta of 0.98. The stock’s 50-day moving average price is $363.60 and its 200 day moving average price is $472.74. The company has a quick ratio of 1.45, a current ratio of 1.45 and a debt-to-equity ratio of 0.26.

Intuit (NASDAQ:INTU) last issued its earnings results on Wednesday, May 20th. The software maker reported $12.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $12.57 by $0.23. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The business had revenue of $8.56 billion during the quarter, compared to analysts’ expectations of $8.54 billion. During the same period in the prior year, the firm posted $11.65 EPS. Intuit’s quarterly revenue was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. As a group, research analysts predict that Intuit Inc. will post 18.18 earnings per share for the current year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 9th will be given a dividend of $1.20 per share. The ex-dividend date is Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.7%. Intuit’s dividend payout ratio is 29.07%.

Insiders Place Their Bets

In other news, Director Vasant M. Prabhu acquired 1,250 shares of the firm’s stock in a transaction on Friday, May 22nd. The shares were purchased at an average cost of $309.45 per share, for a total transaction of $386,812.50. Following the transaction, the director owned 1,250 shares of the company’s stock, valued at approximately $386,812.50. This represents a ? increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Richard L. Dalzell sold 338 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $279.86, for a total value of $94,592.68. Following the completion of the transaction, the director owned 12,326 shares in the company, valued at $3,449,554.36. The trade was a 2.67% 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. 2.49% of the stock is currently owned by company insiders.

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