Intuit (NASDAQ:INTU) Earns "Hold" Rating from Stifel Nicolaus

Key Points

• Stifel Nicolaus reiterated its “Hold” rating on Intuit and set a $300 price target, implying roughly 1.4% downside from the cited share price of $304.27.
• Analyst views remain mixed: 16 analysts rate Intuit a Buy, 12 a Hold and three a Sell, resulting in a consensus “Hold” rating and $431.55 price target.
• Intuit exceeded quarterly expectations, reporting $4.03 in adjusted EPS versus a $3.58 estimate and $4.35 billion in revenue, up 13.7% year over year; however, insiders sold shares worth approximately $481,538 during the last quarter.

Intuit (NASDAQ:INTU - Get Free Report)'s stock had its "hold" rating reiterated by research analysts at Stifel Nicolaus in a research report issued to clients and investors on Friday, Benzinga reports. They currently have a $300.00 price target on the software maker's stock. Stifel Nicolaus' price target would suggest a potential downside of 1.40% from the stock's current price.

Other analysts have also recently issued research reports about the stock. Piper Sandler increased their price target on shares of Intuit from $250.00 to $290.00 and gave the company an "underweight" rating in a research note on Wednesday, August 26th. Oppenheimer lowered their price objective on Intuit from $406.00 to $380.00 and set an "outperform" rating for the company in a research report on Wednesday, August 26th. Deutsche Bank Aktiengesellschaft decreased their price target on Intuit from $530.00 to $425.00 and set a "buy" rating on the stock in a research note on Wednesday, August 19th. Freedom Capital lowered shares of Intuit from a "strong-buy" rating to a "hold" rating in a report on Thursday, May 21st. Finally, BMO Capital Markets reaffirmed an "outperform" rating on shares of Intuit in a research note on Wednesday, August 26th. Sixteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Intuit has a consensus rating of "Hold" and a consensus price target of $431.55.

Intuit Stock Performance

Shares of INTU stock traded down $8.86 on Friday, hitting $304.27. The company had a trading volume of 1,921,637 shares, compared to its average volume of 4,294,686. Intuit has a twelve month low of $252.84 and a twelve month high of $705.08. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.34. The firm has a market cap of $81.31 billion, a P/E ratio of 18.45, a price-to-earnings-growth ratio of 0.91 and a beta of 0.98. The company has a 50-day moving average price of $324.95 and a 200-day moving average price of $350.30.

Intuit (NASDAQ:INTU - Get Free Report) last posted its earnings results on Tuesday, August 25th. The software maker reported $4.03 earnings per share (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 for the quarter, compared to analyst estimates of $4.27 billion. During the same period in the prior year, the company posted $2.75 EPS. The company's revenue for the quarter was up 13.7% on a year-over-year basis. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. As a group, equities research analysts predict that Intuit will post 23.49 earnings per share for the current fiscal year.

Insider Transactions at Intuit

In other Intuit news, Director Richard L. Dalzell sold 285 shares of the firm's stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $325.36, for a total transaction of $92,727.60. Following the transaction, the director owned 11,531 shares of the company's stock, valued at approximately $3,751,726.16. This trade represents a 2.41% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Lauren D. Hotz sold 907 shares of Intuit stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $346.54, for a total value of $314,311.78. Following the sale, the chief accounting officer owned 1,628 shares in the company, valued at $564,167.12. This trade represents a 35.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,476 shares of company stock worth $481,538. Company insiders own 2.49% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in INTU. Rench Wealth Management Inc. grew its position in shares of Intuit by 93.9% during the second quarter. Rench Wealth Management Inc. now owns 16,451 shares of the software maker's stock worth $4,294,000 after acquiring an additional 7,966 shares during the last quarter. Capstone Financial Advisors Inc. increased its stake in shares of Intuit by 91.2% during the second quarter. Capstone Financial Advisors Inc. now owns 1,048 shares of the software maker's stock worth $274,000 after acquiring an additional 500 shares during the period. National Pension Service raised its position in Intuit by 8.6% in the second quarter. National Pension Service now owns 700,231 shares of the software maker's stock worth $182,760,000 after acquiring an additional 55,375 shares in the last quarter. Triad Investment Management lifted its holdings in Intuit by 39.4% in the second quarter. Triad Investment Management now owns 8,559 shares of the software maker's stock valued at $2,234,000 after acquiring an additional 2,421 shares during the period. Finally, Engineers Gate Manager LP boosted its holdings in Intuit by 2,259.7% during the second quarter. Engineers Gate Manager LP now owns 19,515 shares of the software maker's stock worth $5,093,000 after buying an additional 18,688 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company's stock.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: RBC reaffirmed its “Outperform” rating and assigned a $385 price target, implying roughly 25% upside from the recently cited share price. The bullish view provides support for INTU by signaling confidence in the company’s long-term growth prospects.
• Positive Sentiment: Intuit launched QuickBooks Free, a no-cost accounting plan intended to expand the product funnel and attract small-business users who may later adopt paid services, including payments. The strategy could help address slowing online customer growth. Intuit Launches QuickBooks Free
• Positive Sentiment: QuickBooks Online expanded its integration with Solera’s Qapter, allowing collision-repair shops to transfer estimate details directly into accounting workflows. The partnership could improve product value and support adoption among specialized small businesses. Qapter and QuickBooks Online Integration
• Neutral Sentiment: At its Investor Day, Intuit reaffirmed first-quarter and fiscal 2027 guidance, including first-quarter EPS of $2.44–$2.48 and fiscal-year EPS of $22.88–$23.12. Maintaining guidance reduces the risk of a near-term estimate reset but does not provide a new upside catalyst. Intuit Investor Day
• Negative Sentiment: Bank of America analyst Tal Liani maintained a “Hold” rating and $360 price target, citing slower core growth and elevated investment needs. The cautious assessment may be weighing on INTU as investors question how quickly new initiatives will translate into profitable growth. Bank of America Maintains Hold on Intuit

About Intuit

Intuit Inc is a financial technology and business software company that develops products designed to help consumers, small businesses and accounting professionals manage finances, tax obligations and customer relationships. The company is headquartered in Mountain View, California, and serves customers primarily in the United States and Canada, with additional international availability for certain products.

Its principal offerings include TurboTax, a tax preparation and filing platform; QuickBooks, which provides accounting, invoicing, payroll and payments tools for small businesses and self-employed individuals; Credit Karma, a personal finance platform offering credit monitoring and related financial products; and Mailchimp, an email marketing and customer engagement service for businesses.

Intuit was founded in 1983 by Scott Cook and Tom Proulx.

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