Bogart Wealth LLC Has $7.43 Million Stock Holdings in Intuit Inc. $INTU

Key Points

• Bogart Wealth LLC increased its stake in Intuit by 57.8% in Q4 to 11,212 shares, a holding valued at about $7.43 million per its latest 13F filing.
• Intuit beat quarterly expectations, reporting $4.15 EPS vs. $3.68 expected and revenue of $4.65 billion (up 17.4% YoY), and set FY‑2026 guidance of 22.98–23.18 EPS.
• Strategic moves like completing FedNow certification and TurboTax upsells are boosting monetization and payments opportunities, while analysts maintain a consensus “Moderate Buy” rating with an average price target of $636.10 and institutional ownership at about 83.66%.

Bogart Wealth LLC raised its holdings in Intuit Inc. (NASDAQ:INTU - Free Report) by 57.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,212 shares of the software maker's stock after purchasing an additional 4,107 shares during the quarter. Bogart Wealth LLC's holdings in Intuit were worth $7,427,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of INTU. Brighton Jones LLC lifted its stake in shares of Intuit by 61.3% in the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker's stock valued at $2,233,000 after acquiring an additional 1,350 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Intuit by 145.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker's stock valued at $511,000 after acquiring an additional 482 shares during the last quarter. Nicholas Hoffman & Company LLC. bought a new position in shares of Intuit in the 1st quarter valued at $785,564,000. Sivia Capital Partners LLC lifted its stake in shares of Intuit by 23.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker's stock valued at $698,000 after acquiring an additional 166 shares during the last quarter. Finally, Florida Financial Advisors LLC lifted its stake in shares of Intuit by 12.2% in the 2nd quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker's stock valued at $370,000 after acquiring an additional 51 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company's stock.

Intuit Stock Performance

Shares of Intuit stock opened at $400.42 on Wednesday. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28. The business has a 50-day moving average price of $414.59 and a two-hundred day moving average price of $541.41. Intuit Inc. has a 1-year low of $342.11 and a 1-year high of $813.70. The company has a market cap of $110.73 billion, a P/E ratio of 25.93, a PEG ratio of 1.57 and a beta of 1.21.

Intuit (NASDAQ:INTU - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, topping analysts' consensus estimates of $3.68 by $0.47. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The firm had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. During the same period last year, the business posted $3.32 EPS. The business's revenue was up 17.4% compared to the same quarter last year. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. As a group, analysts anticipate that Intuit Inc. will post 17.44 EPS for the current year.

Intuit Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, April 9th were issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Thursday, April 9th. Intuit's dividend payout ratio (DPR) is presently 31.09%.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: FedNow certification and TurboTax mix shift improve monetization and product stickiness — Intuit completed FedNow certification and is leaning into higher‑priced TurboTax upsells, boosting real‑time payments for SMBs and cross‑sell opportunities across its platform. How TurboTax Upselling and FedNow Integration At Intuit (INTU) Has Changed Its Investment Story
• Positive Sentiment: Joining the Federal Reserve’s instant payments network expands payments roadmap — membership in the Fed’s instant payments network strengthens Intuit’s cash‑flow and payment services for small businesses, supporting recurring revenue and payment‑fee opportunities. Intuit (INTU) Just Joined the Fed’s Instant Payments Network
• Positive Sentiment: Analysts and screens point to accelerating earnings — coverage by Zacks and other outlets flags Intuit among companies with accelerating earnings, reinforcing expectations that recent revenue and margin trends can support further upside. Intuit vs. BILL Holdings: Which Fintech Stock is the Better Buy?
• Positive Sentiment: Analyst upgrades and ETF inflows provide directional support — recent analyst upgrades and broader ETF inflows into tech/fintech names have helped demand for INTU shares. Analysts upgrade Intuit, Qualcomm as ETF inflows hit record pace
• Neutral Sentiment: Comparative fintech takes: INTU vs BILL — recent pieces compare Intuit’s AI, payments and SMB platform strategy with BILL Holdings; the analysis highlights strengths but underscores different product/customer mixes, so competitive implications are nuanced. Intuit vs. BILL Holdings: Which Fintech Stock is the Better Buy?
• Neutral Sentiment: Leadership reshuffle in Small Business & Mid‑Market — Intuit announced changes in the SMB/mid‑market leadership team; execution risk is manageable but worth monitoring for continuity on product and go‑to‑market initiatives. Intuit Reshapes Leadership of Small Business and Mid-Market
• Neutral Sentiment: Short‑term market reaction coverage — several outlets noted the stock’s intraday advance versus a weaker market; this reflects headlines and flows rather than new fundamental guidance. Intuit (INTU) Advances While Market Declines: Some Information for Investors

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Mizuho dropped their price target on Intuit from $675.00 to $600.00 and set an "outperform" rating for the company in a research note on Monday, March 2nd. Susquehanna dropped their price target on Intuit from $819.00 to $720.00 and set a "positive" rating for the company in a research note on Tuesday, February 24th. Wall Street Zen upgraded Intuit from a "hold" rating to a "buy" rating in a research note on Saturday, April 11th. KeyCorp dropped their price target on Intuit from $750.00 to $520.00 and set an "overweight" rating for the company in a research note on Friday, February 27th. Finally, Scotiabank set a $575.00 price target on Intuit in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Intuit currently has an average rating of "Moderate Buy" and an average price target of $636.10.

Insiders Place Their Bets

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $440.40, for a total transaction of $146,653.20. Following the completion of the sale, the director directly owned 13,253 shares in the company, valued at approximately $5,836,621.20. This trade represents a 2.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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.

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