Trivium Point Advisory LLC Takes Position in Intuit Inc. $INTU

Trivium Point Advisory LLC acquired a new stake in shares of Intuit Inc. (NASDAQ:INTU) during the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 1,761 shares of the software maker’s stock, valued at approximately $460,000.

Other large investors also recently bought and sold shares of the company. Joseph Group Capital Management purchased a new stake in Intuit during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Intuit in the 4th quarter valued at $25,000. Pin Oak Investment Advisors Inc. bought a new position in shares of Intuit in the 3rd quarter worth $33,000. Birchwood Financial Partners Inc. purchased a new stake in shares of Intuit during the 4th quarter worth $33,000. Finally, Sankala Group LLC bought a new stake in Intuit during the fourth quarter valued at about $40,000. Institutional investors own 83.66% of the company’s stock.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit expanded its Intuit Intelligence platform with conversational AI and additional capabilities for QuickBooks Online Advanced and Intuit Enterprise Suite. The initiative targets larger businesses, CFOs and accounting firms and could support growth beyond Intuit’s traditional small-business customer base. Intuit Advances Its Mid-Market Platform With Conversational AI, Enterprise Scale, and Deep Industry Workflows for CFOs and Accounting Firms
• Positive Sentiment: Some recent analyst commentary remains bullish, arguing that Intuit’s core QuickBooks and online ecosystem remain resilient, while TurboTax monetization, Credit Karma synergies and AI adoption could help sustain double-digit growth. Upcoming fiscal-year 2027 guidance and management’s AI strategy are viewed as important catalysts. Intuit: Strong Fundamentals Amid AI Fears Make The Stock Attractive
• Neutral Sentiment: Options pricing implies a wide potential trading range rather than a clear directional signal, suggesting elevated uncertainty and the need for investors to manage position sizes carefully. Intuit’s Options Price A Floor Below Anything The Stock Has Touched In A Year
• Negative Sentiment: Several law firms publicized a securities class action against Intuit and certain officers. The complaints allege that the company misled investors about the sustainability of business growth, particularly TurboTax, and failed to disclose competitive and pricing pressures in its tax operations. The allegations have not been proven. Investors in the August 22, 2025–May 20, 2026 class period have until September 8, 2026 to seek lead-plaintiff status. The repeated notices add legal and reputational overhang to the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act

Analyst Upgrades and Downgrades

Several research firms have issued reports on INTU. Jefferies Financial Group cut their target price on Intuit from $650.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. The Goldman Sachs Group lowered shares of Intuit from a “neutral” rating to a “sell” rating and decreased their price target for the company from $519.00 to $276.00 in a research report on Tuesday, June 2nd. Susquehanna lowered their price target on shares of Intuit from $550.00 to $427.00 and set a “positive” rating on the stock in a report on Monday, July 20th. KeyCorp cut their price objective on shares of Intuit from $520.00 to $450.00 and set an “overweight” rating on the stock in a research report on Thursday, May 21st. Finally, Piper Sandler assumed coverage on shares of Intuit in a research report on Tuesday, July 14th. They issued an “underweight” rating and a $250.00 price objective on the stock. Nineteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $456.90.

Intuit Stock Performance

Shares of NASDAQ INTU opened at $345.66 on Monday. The company’s fifty day moving average price is $292.28 and its 200 day moving average price is $364.67. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.45 and a current ratio of 1.45. Intuit Inc. has a 1 year low of $252.84 and a 1 year high of $721.54. The company has a market capitalization of $94.55 billion, a PE ratio of 20.94, a price-to-earnings-growth ratio of 1.09 and a beta of 0.97.

Intuit (NASDAQ:INTU) last posted its 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. The firm had revenue of $8.56 billion for the quarter, compared to analysts’ expectations of $8.54 billion. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The company’s quarterly revenue was up 10.4% on a year-over-year basis. During the same period last year, the firm earned $11.65 EPS. 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 predict that Intuit Inc. will post 18.18 earnings per share for the current year.

Intuit Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 9th were given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Thursday, July 9th. Intuit’s dividend payout ratio is 29.07%.

Insider Buying and Selling

In other news, Director Vasant M. Prabhu bought 1,250 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were acquired at an average price of $309.45 per share, for a total transaction of $386,812.50. Following the completion of the transaction, the director directly owned 1,250 shares in the company, valued at $386,812.50. The trade was a ? increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Richard L. Dalzell sold 338 shares of the business’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 value of $94,592.68. Following the sale, the director owned 12,326 shares of the company’s stock, valued at $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 have sold 1,239 shares of company stock valued at $348,354 in the last three months. Insiders own 2.49% of the company’s stock.

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.