Values Added Financial LLC Raises Holdings in Intuit Inc. $INTU

Values Added Financial LLC increased its holdings in Intuit Inc. (NASDAQ:INTU) by 10.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 460 shares of the software maker’s stock after acquiring an additional 44 shares during the period. Values Added Financial LLC’s holdings in Intuit were worth $362,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Dogwood Wealth Management LLC lifted its stake in Intuit by 111.8% during the second quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock worth $28,000 after purchasing an additional 19 shares in the last quarter. Vista Cima Wealth Management LLC acquired a new position in Intuit during the first quarter worth $31,000. CBIZ Investment Advisory Services LLC lifted its stake in Intuit by 1,566.7% during the first quarter. CBIZ Investment Advisory Services LLC now owns 50 shares of the software maker’s stock worth $31,000 after purchasing an additional 47 shares in the last quarter. TD Capital Management LLC lifted its stake in Intuit by 511.1% during the first quarter. TD Capital Management LLC now owns 55 shares of the software maker’s stock worth $34,000 after purchasing an additional 46 shares in the last quarter. Finally, Olde Wealth Management LLC acquired a new position in Intuit during the first quarter worth $37,000. 83.66% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

INTU has been the topic of a number of research reports. KeyCorp decreased their price target on Intuit from $850.00 to $825.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Barclays decreased their price target on Intuit from $815.00 to $785.00 and set an “overweight” rating on the stock in a research note on Friday, August 22nd. Citigroup decreased their price target on Intuit from $815.00 to $803.00 and set a “buy” rating on the stock in a research note on Friday, August 22nd. Stifel Nicolaus reduced their price objective on Intuit from $850.00 to $800.00 and set a “buy” rating on the stock in a research note on Friday, August 22nd. Finally, Zacks Research cut Intuit from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $791.82.

Insiders Place Their Bets

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, September 11th. The stock was sold at an average price of $661.15, for a total transaction of $220,162.95. Following the transaction, the director owned 14,475 shares of the company’s stock, valued at approximately $9,570,146.25. This trade represents a 2.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Sandeep Aujla sold 1,170 shares of the firm’s stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $677.06, for a total value of $792,160.20. Following the transaction, the chief financial officer directly owned 1,295 shares in the company, valued at approximately $876,792.70. The trade was a 47.46% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 2,407 shares of company stock valued at $1,614,913. 2.68% of the stock is currently owned by insiders.

Intuit Stock Performance

NASDAQ:INTU opened at $657.80 on Thursday. The firm has a market capitalization of $183.40 billion, a PE ratio of 47.87, a price-to-earnings-growth ratio of 2.54 and a beta of 1.25. The business’s fifty day moving average price is $692.42 and its 200 day moving average price is $692.73. The company has a debt-to-equity ratio of 0.30, a current ratio of 1.36 and a quick ratio of 1.36. Intuit Inc. has a 12 month low of $532.65 and a 12 month high of $813.70.

Intuit (NASDAQ:INTU) last posted its earnings results on Thursday, August 21st. The software maker reported $2.75 EPS for the quarter, beating the consensus estimate of $2.66 by $0.09. The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.75 billion. Intuit had a return on equity of 22.72% and a net margin of 20.55%.Intuit’s revenue for the quarter was up 20.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.99 earnings per share. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. On average, sell-side analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 17th. Shareholders of record on Thursday, October 9th will be issued a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, October 9th. This is a positive change from Intuit’s previous quarterly dividend of $1.04. This represents a $4.80 annualized dividend and a dividend yield of 0.7%. Intuit’s dividend payout ratio is 34.93%.

About Intuit

Intuit Inc provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax.