Intuit Inc. (INTU) - What Are Analysts Saying About This Stock?

Key Points

• Analyst sentiment is mixed: 31 analysts give Intuit a consensus “Hold” rating, including 16 buys, 12 holds and 3 sells. The average 12-month price target is $431.55, though recent targets ranged from $331 to $457 among major firms.
• Intuit recently exceeded quarterly expectations, reporting $4.03 EPS and $4.35 billion in revenue, with revenue up 13.7% year over year. The company also raised its quarterly dividend to $1.38 per share, implying a 1.6% yield.
• Insiders sold shares under pre-arranged trading plans, while institutional investors own 83.66% of the stock. The investment case remains divided between Intuit’s strong margins, cash generation and AI initiatives and concerns over competition, execution risks and recent underperformance.

Shares of Intuit Inc. (NASDAQ:INTU - Get Free Report) have earned a consensus recommendation of "Hold" from the thirty-one analysts that are presently covering the firm, Marketbeat reports. Three investment analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 1 year price target among brokers that have covered the stock in the last year is $431.55.

A number of research analysts have recently commented on INTU shares. Citigroup decreased their price objective on shares of Intuit from $591.00 to $457.00 and set a "buy" rating for the company in a research report on Thursday, August 13th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $385.00 target price on shares of Intuit in a research note on Friday, October 2nd. Mizuho reiterated an "outperform" rating and set a $430.00 price target on shares of Intuit in a report on Friday, September 18th. JPMorgan Chase & Co. cut Intuit from an "overweight" rating to a "neutral" rating and reduced their price target for the stock from $605.00 to $331.00 in a report on Wednesday, August 26th. Finally, BMO Capital Markets reissued an "outperform" rating on shares of Intuit in a research report on Monday, September 21st.

Insider Activity at Intuit

In related news, Director Richard Dalzell sold 285 shares of the business's stock in a transaction that occurred on 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 directly owned 11,531 shares of the company's stock, valued at approximately $3,751,726.16. The trade was a 2.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Lauren Hotz sold 907 shares of the stock in a transaction 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 completion of the sale, the chief accounting officer owned 1,628 shares in the company, valued at approximately $564,167.12. This trade represents a 35.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 2.49% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Fiduciary Financial Advisors acquired a new position in Intuit in the 2nd quarter valued at $25,000. Whipplewood Advisors LLC acquired a new stake in shares of Intuit in the 1st quarter valued at $30,000. CrossGen Wealth LLC bought a new position in Intuit in the first quarter valued at about $32,000. Osbon Capital Management LLC bought a new stake in shares of Intuit during the 2nd quarter valued at approximately $26,000. Finally, MidFirst Bank bought a new stake in shares of Intuit during the second quarter worth $28,000. Institutional investors and hedge funds own 83.66% of the company's stock.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit Ventures participated in Coast’s $35 million growth-equity financing. The investment expands Intuit’s exposure to a financial platform serving small and mid-sized physical-economy businesses and could support future ecosystem opportunities. Coast Raises $35 Million to Build the Financial Platform for the Physical Economy
• Positive Sentiment: Intuit introduced a free, AI-powered federal tax-filing service through Credit Karma Tax, featuring error checks, refund optimization and real-time assistance. The product may increase customer engagement, although monetization and execution remain key questions. Intuit Rolls Out Free Federal AI Tax Filing
• Positive Sentiment: A bullish investment thesis highlights Intuit’s approximately 81% gross margin, substantial free-cash-flow generation and comparatively lower forward valuation as potential support for a rebound. These arguments may attract value-oriented investors after the stock’s recent decline. Intuit vs. PayPal and XYZ
• Neutral Sentiment: Intuit joined Wells Fargo and Arm in objecting to the unauthorized tokenization of their shares on OKX. The dispute concerns trading and regulatory rights rather than Intuit’s operations, so the direct earnings impact is likely limited. Companies Rejecting Tokenized Shares on OKX
• Negative Sentiment: Broyhill Asset Management disclosed that it was moving from Intuit to Microsoft, reflecting concerns about software quality or relative investment appeal. One manager’s decision is not a fundamental downgrade, but it can reinforce negative sentiment toward INTU. Broyhill Moves from Intuit to Microsoft
• Negative Sentiment: Analyst commentary has cited softer results, competitive pressure, AI-related execution risks and the stock’s underperformance as reasons to sell. This weighs on confidence despite Intuit’s latest earnings beat and double-digit revenue growth. 3 Reasons to Sell INTU

Intuit Price Performance

NASDAQ:INTU opened at $343.39 on Monday. The firm has a market capitalization of $91.77 billion, a price-to-earnings ratio of 20.81, a price-to-earnings-growth ratio of 1.13 and a beta of 1.01. Intuit has a twelve month low of $252.84 and a twelve month high of $689.17. The stock's 50 day moving average price is $320.86 and its two-hundred day moving average price is $324.91. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.34.

Intuit (NASDAQ:INTU - Get Free Report) last announced its quarterly earnings data on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.58 by $0.45. Intuit had a return on equity of 25.97% and a net margin of 21.29%. The company had revenue of $4.35 billion for the quarter, compared to analysts' expectations of $4.27 billion. During the same quarter in the prior year, the business posted $2.75 EPS. The business's revenue 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. Equities research analysts expect that Intuit will post 23.02 earnings per share for the current fiscal year.

Intuit Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, October 8th were paid a dividend of $1.38 per share. The ex-dividend date was Thursday, October 8th. This represents a $5.52 annualized dividend and a dividend yield of 1.6%. This is an increase from Intuit's previous quarterly dividend of $1.20. Intuit's dividend payout ratio is presently 33.45%.

About Intuit

Intuit Inc is a global financial technology and business software company that develops products designed to help consumers, small businesses and accounting professionals manage finances, taxes and marketing. Its ecosystem combines financial management, tax preparation, accounting, payments and customer relationship tools.

The company's principal products include TurboTax for tax preparation, QuickBooks for accounting, invoicing, payroll and payments, Credit Karma for personal financial services, and Mailchimp for marketing automation and customer engagement.

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