Caisse Des Depots ET Consignations Increases Holdings in Intuit Inc. $INTU

Key Points

• Caisse Des Depots ET Consignations increased its stake in Intuit by 71.6% in Q4, adding 3,021 shares to own 7,240 shares valued at about $4.796 million.
• Intuit beat Q4 expectations with EPS of $4.15 (vs. $3.68) and revenue of $4.65B (up 17.4% YoY), and provided guidance of 12.450–12.510 EPS for Q3 2026 and 22.980–23.180 EPS for FY2026.
• Analysts have revised targets in both directions, but the consensus remains a Moderate Buy with an average price target of $636.10.

Caisse Des Depots ET Consignations lifted its position in Intuit Inc. (NASDAQ:INTU - Free Report) by 71.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,240 shares of the software maker's stock after purchasing an additional 3,021 shares during the period. Caisse Des Depots ET Consignations' holdings in Intuit were worth $4,796,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Joseph Group Capital Management purchased a new stake in Intuit during the fourth quarter worth $25,000. MTM Investment Management LLC lifted its holdings in Intuit by 135.0% during the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker's stock worth $32,000 after buying an additional 27 shares during the period. Pin Oak Investment Advisors Inc. purchased a new stake in Intuit during the third quarter worth $33,000. Richardson Financial Services Inc. lifted its holdings in Intuit by 70.0% during the third quarter. Richardson Financial Services Inc. now owns 51 shares of the software maker's stock worth $35,000 after buying an additional 21 shares during the period. Finally, TruNorth Capital Management LLC purchased a new stake in Intuit during the third quarter worth $36,000. 83.66% of the stock is currently owned by institutional investors.

Intuit Stock Performance

Shares of INTU stock opened at $399.00 on Friday. 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's fifty day simple moving average is $414.84 and its 200-day simple moving average is $539.33. Intuit Inc. has a 12-month low of $342.11 and a 12-month high of $813.70. The company has a market cap of $110.34 billion, a PE ratio of 25.84, a PEG ratio of 1.56 and a beta of 1.04.

Intuit (NASDAQ:INTU - Get Free Report) last released its earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $4.53 billion. During the same period in the prior year, the firm earned $3.32 EPS. The firm's revenue was up 17.4% on a year-over-year basis. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Analysts expect that Intuit Inc. will post 17.44 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, April 9th were given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Intuit's dividend payout ratio is presently 31.09%.

Insider Activity

In related news, Director Richard L. Dalzell sold 333 shares of the company's stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the transaction, the director directly owned 13,253 shares of the company's stock, valued at $5,836,621.20. This represents a 2.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 2.49% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Daiwa Securities Group lowered their target price on Intuit from $800.00 to $640.00 and set a "buy" rating for the company in a report on Thursday, March 5th. UBS Group lowered their target price on Intuit from $725.00 to $440.00 and set a "neutral" rating for the company in a report on Friday, February 27th. Mizuho lowered their target price on Intuit from $675.00 to $600.00 and set an "outperform" rating for the company in a report on Monday, March 2nd. Rothschild & Co Redburn upgraded Intuit from a "neutral" rating to a "buy" rating and upped their target price for the stock from $670.00 to $700.00 in a report on Tuesday, March 10th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Intuit in a report on Sunday, April 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $636.10.

Intuit Profile

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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