Private Capital Advisors Inc. Trims Stock Holdings in Intuit Inc. $INTU

Private Capital Advisors Inc. decreased its stake in Intuit Inc. (NASDAQ:INTU) by 30.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,300 shares of the software maker’s stock after selling 1,850 shares during the quarter. Private Capital Advisors Inc.’s holdings in Intuit were worth $2,848,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. increased its position in Intuit by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 28,918,438 shares of the software maker’s stock worth $19,156,152,000 after buying an additional 296,448 shares in the last quarter. State Street Corp increased its position in Intuit by 1.2% in the third quarter. State Street Corp now owns 12,882,779 shares of the software maker’s stock worth $8,797,779,000 after buying an additional 158,456 shares in the last quarter. Invesco Ltd. increased its position in Intuit by 7.8% in the third quarter. Invesco Ltd. now owns 3,757,171 shares of the software maker’s stock worth $2,565,810,000 after buying an additional 271,407 shares in the last quarter. Northern Trust Corp increased its position in Intuit by 4.8% in the third quarter. Northern Trust Corp now owns 3,450,001 shares of the software maker’s stock worth $2,356,040,000 after buying an additional 158,843 shares in the last quarter. Finally, Alliancebernstein L.P. increased its position in Intuit by 183.8% in the third quarter. Alliancebernstein L.P. now owns 1,999,737 shares of the software maker’s stock worth $1,365,640,000 after buying an additional 1,295,199 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Intuit Price Performance

Shares of Intuit stock opened at $319.94 on Friday. The stock has a 50 day moving average of $403.55 and a 200 day moving average of $510.51. Intuit Inc. has a 12 month low of $302.36 and a 12 month high of $813.70. The firm has a market cap of $87.52 billion, a PE ratio of 19.38, a PEG ratio of 1.29 and a beta of 1.04. The company has a current ratio of 1.45, a quick ratio of 1.32 and a debt-to-equity ratio of 0.26.

Intuit (NASDAQ:INTU) last announced its quarterly earnings results on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, beating 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 company had revenue of $8.56 billion during the quarter, compared to analyst estimates of $8.54 billion. During the same period in the prior year, the company earned $11.65 earnings per share. The firm’s revenue was up 10.4% on a year-over-year basis. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. On average, research analysts expect that Intuit Inc. will post 17.49 EPS for the current fiscal year.

Intuit Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Thursday, July 9th will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Thursday, July 9th. Intuit’s dividend payout ratio (DPR) is presently 29.07%.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit reported fiscal Q3 results that beat estimates on both revenue and earnings, raised full-year guidance, and highlighted strength in TurboTax, Credit Karma, QuickBooks Online, and other growth engines. Intuit’s Q3 Earnings Beat on Consumer Growth & Higher Guidance
• Positive Sentiment: Several analysts still maintained bullish ratings even after lowering price targets, suggesting Street sentiment remains constructive on Intuit’s long-term growth profile. TD Cowen Adjusts Price Target on Intuit
• Positive Sentiment: Coverage also pointed to improving customer spending and “flywheel” benefits from broader adoption across Intuit’s product suite, which supports the AI and platform expansion narrative. Intuit customers spending more as it improves experiences across brands

Insider Activity

In other news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the completion of the sale, the director directly owned 13,253 shares of the company’s stock, valued at $5,836,621.20. This trade represents a 2.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 2.49% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms recently issued reports on INTU. Susquehanna cut their target price on Intuit from $640.00 to $550.00 and set a “positive” rating for the company in a research report on Friday. Jefferies Financial Group cut their target price on Intuit from $650.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday. Oppenheimer cut their target price on Intuit from $558.00 to $406.00 and set an “outperform” rating for the company in a research report on Thursday. UBS Group cut their target price on Intuit from $440.00 to $360.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, Wall Street Zen cut Intuit from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Twenty-four analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $546.29.

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.