Tribridge Partners Financial LLC Invests $1.87 Million in Intuit Inc. $INTU

Tribridge Partners Financial LLC bought a new stake in Intuit Inc. (NASDAQ:INTUFree Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,748 shares of the software maker’s stock, valued at approximately $1,874,000. Intuit makes up about 0.9% of Tribridge Partners Financial LLC’s investment portfolio, making the stock its 16th largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Intuit by 61.3% during the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after acquiring an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Intuit by 145.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after purchasing an additional 482 shares during the last quarter. Nicholas Hoffman & Company LLC. bought a new stake in shares of Intuit during the 1st quarter worth approximately $785,564,000. Caxton Associates LLP bought a new stake in shares of Intuit during the 1st quarter worth approximately $1,933,000. Finally, Arete Wealth Advisors LLC boosted its holdings in shares of Intuit by 5.0% in the 1st quarter. Arete Wealth Advisors LLC now owns 981 shares of the software maker’s stock valued at $602,000 after buying an additional 47 shares during the last quarter. 83.66% of the stock is owned by institutional investors.

Analyst Ratings Changes

INTU has been the topic of a number of recent analyst reports. Daiwa Capital Markets boosted their target price on shares of Intuit from $770.00 to $800.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Royal Bank Of Canada restated an “outperform” rating and set a $850.00 price objective on shares of Intuit in a research note on Friday, November 21st. Truist Financial began coverage on shares of Intuit in a research note on Tuesday. They issued a “buy” rating and a $739.00 target price for the company. Wall Street Zen downgraded Intuit from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Intuit in a research note on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Intuit has a consensus rating of “Moderate Buy” and a consensus price target of $794.92.

Get Our Latest Report on Intuit

Intuit Stock Up 2.1%

Shares of INTU opened at $647.20 on Wednesday. Intuit Inc. has a 52 week low of $532.65 and a 52 week high of $813.70. The firm has a market cap of $180.10 billion, a P/E ratio of 44.24, a price-to-earnings-growth ratio of 2.60 and a beta of 1.25. The firm’s 50-day simple moving average is $656.92 and its 200 day simple moving average is $692.74. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39.

Intuit (NASDAQ:INTUGet Free Report) last issued its quarterly earnings data on Thursday, November 20th. The software maker reported $3.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.09 by $0.25. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The firm had revenue of $3.87 billion during the quarter, compared to the consensus estimate of $3.76 billion. During the same period last year, the business posted $2.50 earnings per share. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. On average, analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Shareholders of record on Friday, January 9th will be issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, January 9th. Intuit’s dividend payout ratio is currently 32.81%.

Key Intuit News

Here are the key news stories impacting Intuit this week:

  • Positive Sentiment: Truist initiated coverage with a “buy” and $739 price target, which signals a ~14% upside from current levels and can attract momentum and institutional interest. Truist Initiates on Intuit
  • Neutral Sentiment: Coverage pieces highlighting Intuit’s long-term shareholder returns provide supporting narrative for buy-and-hold investors but are less likely to move the stock intraday. $1000 Invested In Intuit 10 Years Ago
  • Neutral Sentiment: Coverage noting Intuit’s recent outperformance in the market (price up) is descriptive of current momentum but doesn’t add new fundamental information. Intuit Laps the Stock Market
  • Neutral Sentiment: Seasonal product coverage of TurboTax 2026 reminds investors of Intuit’s recurring revenue and its exposure to tax?season tailwinds; useful context ahead of fiscal results but not an immediate catalyst by itself. Intuit TurboTax 2026
  • Negative Sentiment: CFO Sandeep Aujla sold 1,335 shares (~71% reduction in his direct holding), a sizeable insider sale disclosure that some investors interpret as a near?term negative signal even though company insiders sell for many reasons. SEC filing: SEC Form 4 – Aujla Sale

Insiders Place Their Bets

In other news, CFO Sandeep Aujla sold 1,335 shares of Intuit stock in a transaction on Monday, January 5th. The stock was 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 owned 536 shares of the company’s stock, valued at approximately $337,390.56. This trade represents a 71.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 333 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $659.95, for a total transaction of $219,763.35. Following the completion of the transaction, the director owned 13,476 shares in the company, valued at $8,893,486.20. This trade represents a 2.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 347,464 shares of company stock worth $228,860,293 in the last 90 days. Company insiders own 2.49% of the company’s stock.

Intuit Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Intuit (NASDAQ:INTU)

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