Trivium Point Advisory LLC Invests $460,000 in Intuit Inc. $INTU

Trivium Point Advisory LLC acquired a new position in shares of Intuit Inc. (NASDAQ:INTU) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,761 shares of the software maker’s stock, valued at approximately $460,000.

Other large investors also recently modified their holdings of the company. Joseph Group Capital Management acquired a new stake in shares of Intuit during the 4th quarter worth approximately $25,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Intuit in the 4th quarter worth $25,000. HHM Wealth Advisors LLC lifted its holdings in shares of Intuit by 75.0% in the 1st quarter. HHM Wealth Advisors LLC now owns 70 shares of the software maker’s stock worth $30,000 after purchasing an additional 30 shares in the last quarter. Whipplewood Advisors LLC bought a new position in shares of Intuit in the 1st quarter worth $30,000. Finally, CrossGen Wealth LLC bought a new position in shares of Intuit in the 1st quarter worth $32,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Analysts Set New Price Targets

INTU has been the topic of a number of recent research reports. Stifel Nicolaus set a $300.00 target price on Intuit in a report on Wednesday, August 26th. KeyCorp set a $400.00 target price on Intuit in a report on Wednesday, August 26th. HSBC cut their target price on Intuit from $897.00 to $707.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. Argus cut their target price on Intuit from $580.00 to $480.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. Finally, The Goldman Sachs Group increased their target price on Intuit from $276.00 to $304.00 and gave the stock a “sell” rating in a report on Wednesday. Seventeen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Intuit presently has an average rating of “Hold” and a consensus price target of $434.68.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit announced a partnership with Perplexity to integrate QuickBooks and Mailchimp into Perplexity Computer, an agentic AI assistant. The collaboration could help users move from discovering information to receiving personalized insights and taking actions within Intuit’s software ecosystem. Intuit and Perplexity Team on AI Integrations
• Positive Sentiment: Recent AI-powered product enhancements for mid-market financial management support Intuit’s strategy of using automation and data-driven insights to expand the value of its QuickBooks platform. Intuit unveils AI-powered innovations for mid-market financial management
• Positive Sentiment: A comparison with PayPal argues that Intuit’s broad financial-software ecosystem, recurring customer relationships and AI investments provide a strong foundation for future growth. Intuit or PayPal: Which Fintech Is Built for Future Growth?
• Neutral Sentiment: Analyst commentary notes that INTU has significantly underperformed the Nasdaq over the past year, but expectations for its future remain cautiously positive. Other coverage highlights Intuit’s profitability and market leadership while comparing it with higher-risk AI software companies. Is Intuit Stock Underperforming the Nasdaq?
• Negative Sentiment: Several law firms publicized a securities class action and a September 8 lead-plaintiff deadline involving investors who purchased Intuit shares between February 25, 2025, and June 1, 2026. The notices cite a reassessment of TurboTax’s growth outlook and add legal and reputational uncertainty, although the allegations have not been proven. Intuit Inc. Securities Fraud Lawsuit Deadline
• Negative Sentiment: An Intuit executive sold 906 shares worth approximately $314,000, representing 36% of the executive’s direct holdings before the transaction. While the sale may be routine, its timing can weigh on sentiment amid the stock’s recent decline. An Intuit Executive Sells Over a Third of Their Direct Holdings

Intuit Stock Up 0.4%

Shares of NASDAQ INTU traded up $1.34 during midday trading on Monday, reaching $359.40. 1,871,193 shares of the company’s stock traded hands, compared to its average volume of 4,382,581. The company has a quick ratio of 1.45, a current ratio of 1.51 and a debt-to-equity ratio of 0.34. The stock’s 50 day simple moving average is $307.36 and its 200-day simple moving average is $356.13. Intuit Inc. has a one year low of $252.84 and a one year high of $705.08. The company has a market cap of $98.31 billion, a price-to-earnings ratio of 21.78, a P/E/G ratio of 0.92 and a beta of 0.97.

Intuit (NASDAQ:INTU) last posted its quarterly earnings data on Tuesday, August 25th. The software maker reported $4.03 EPS for the quarter, topping the consensus estimate of $3.58 by $0.45. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.27 billion. During the same period in the previous year, the firm posted $2.75 earnings per share. The business’s revenue for the quarter was up 13.7% compared to the same quarter last year. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. On average, analysts predict that Intuit Inc. will post 23.07 EPS for the current fiscal year.

Intuit Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Thursday, October 8th will be given a dividend of $1.38 per share. The ex-dividend date is Thursday, October 8th. This is a boost from Intuit’s previous quarterly dividend of $1.20. This represents a $5.52 dividend on an annualized basis and a yield of 1.5%. Intuit’s dividend payout ratio (DPR) is presently 33.45%.

Insider Activity

In other news, CAO Lauren D. Hotz sold 907 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $346.54, for a total value of $314,311.78. Following the sale, the chief accounting officer directly owned 1,628 shares of the company’s stock, valued at approximately $564,167.12. The trade was a 35.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Richard L. Dalzell sold 338 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $279.86, for a total transaction of $94,592.68. Following the sale, the director directly owned 12,326 shares in the company, valued at approximately $3,449,554.36. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,146 shares of company stock worth $662,666 over the last quarter. 2.49% of the stock is currently owned by company insiders.

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, and TurboTax, a tax-preparation and filing service aimed at individual taxpayers. In addition to these core offerings, Intuit has expanded through acquisitions to provide complementary services such as Credit Karma (consumer credit and financial-product marketplace) and Mailchimp (marketing and commerce tools), and it offers professional-grade tax solutions for accountants and tax preparers.

The company serves a mix of consumers, small and mid-sized businesses and accounting professionals across multiple markets, with a particularly large presence in the United States and an expanding international footprint.