Robeco Institutional Asset Management B.V. Has $188.56 Million Stake in Intuit Inc. $INTU

Key Points

• Robeco Institutional Asset Management trimmed its Intuit stake by 5.1% to 284,645 shares — about $188.56 million, roughly 0.10% of the company.
• Intuit posted an earnings beat (Q: $4.15 EPS vs $3.68 expected; revenue $4.65B, +17.4% YoY), provided FY‑2026 guidance and declared a $1.20 quarterly dividend (1.4% yield).
• Shares have fallen to multi‑year/52‑week lows on heavy volume amid AI‑related competitive concerns and insider/institutional selling, prompting price‑target cuts despite a consensus "Moderate Buy" rating and an average target near $638.

Robeco Institutional Asset Management B.V. decreased its holdings in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 5.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 284,645 shares of the software maker's stock after selling 15,384 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.10% of Intuit worth $188,555,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. BetterWealth LLC boosted its holdings in Intuit by 3.8% during the third quarter. BetterWealth LLC now owns 412 shares of the software maker's stock worth $281,000 after purchasing an additional 15 shares during the last quarter. Sachetta LLC boosted its holdings in Intuit by 23.8% during the third quarter. Sachetta LLC now owns 78 shares of the software maker's stock worth $53,000 after purchasing an additional 15 shares during the last quarter. PUREfi Wealth LLC boosted its holdings in Intuit by 4.5% during the third quarter. PUREfi Wealth LLC now owns 369 shares of the software maker's stock worth $252,000 after purchasing an additional 16 shares during the last quarter. GW&K Investment Management LLC boosted its holdings in Intuit by 8.6% during the third quarter. GW&K Investment Management LLC now owns 202 shares of the software maker's stock worth $138,000 after purchasing an additional 16 shares during the last quarter. Finally, Cannell & Spears LLC boosted its holdings in Intuit by 0.4% during the third quarter. Cannell & Spears LLC now owns 3,868 shares of the software maker's stock worth $2,641,000 after purchasing an additional 16 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company's stock.

Intuit Price Performance

Shares of INTU opened at $350.94 on Friday. The firm has a market capitalization of $97.05 billion, a PE ratio of 22.73, a PEG ratio of 1.41 and a beta of 1.21. The company's 50-day moving average is $422.30 and its 200-day moving average is $566.17. Intuit Inc. has a fifty-two week low of $342.11 and a fifty-two week high of $813.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32.

Intuit (NASDAQ:INTU - Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, beating the consensus estimate of $3.68 by $0.47. The company had revenue of $4.65 billion for the quarter, compared to analyst estimates of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The company's revenue was up 17.4% on a year-over-year basis. During the same period in the prior year, the firm earned $3.32 earnings per share. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Equities analysts forecast that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be paid a $1.20 dividend. The ex-dividend date is Thursday, April 9th. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. Intuit's dividend payout ratio is 31.09%.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: FedNow certification strengthens Intuit’s product moat for SMBs by enabling instant payments and faster cash flow on QuickBooks and related products—this could deepen bank partnerships and improve customer stickiness. Intuit Completes FedNow® Service Certification
• Positive Sentiment: Street support and fundamentals: multiple analysts still rate INTU overweight/buy and median price targets remain well above current levels; recent quarterly results showed revenue and EPS beats, which underpins the longer‑term growth case. QuiverQuant: INTU opinions
• Neutral Sentiment: Valuation is being reassessed: after the sharp pullback INTU now trades at much lower multiples versus recent highs, prompting buy/hold/sell debates — some see a discounted entry, others want more clarity on AI impact into the tax season. Intuit Stock Trades at a Discount
• Negative Sentiment: AI‑related competitive fears: launch of Anthropic’s Managed Agents and advances from other AI providers have sparked concerns that autonomous agents could displace seat‑based SaaS revenue (TurboTax, QuickBooks seat/licensing models), triggering a sectorwide selloff that hit INTU hard. Anthropic model shocks software stocks
• Negative Sentiment: Price action and flows: shares have fallen to multi‑year/52‑week lows on heavy volume, accompanied by notable insider sales and large institutional reductions at some firms—heightening technical and sentiment pressure. Intuit hits 52-week low
• Negative Sentiment: Analyst/pricing resets: a handful of models and fair‑value estimates have been trimmed as analysts incorporate AI risk and near‑term tax‑season uncertainty, which could limit near‑term upside despite intact long‑term fundamentals. Narrative shifting with AI risks

Insider Activity at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the company's stock in a transaction dated Thursday, March 12th. The shares were 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 in the company, valued at approximately $5,836,621.20. This represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 2.49% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on INTU shares. KeyCorp dropped their price target on shares of Intuit from $750.00 to $520.00 and set an "overweight" rating on the stock in a research report on Friday, February 27th. Oppenheimer dropped their price target on shares of Intuit from $696.00 to $558.00 and set an "outperform" rating on the stock in a research report on Friday, February 27th. Wolfe Research set a $550.00 price target on shares of Intuit and gave the stock an "outperform" rating in a research report on Thursday, March 12th. The Goldman Sachs Group dropped their price target on shares of Intuit from $720.00 to $519.00 and set a "neutral" rating on the stock in a research report on Friday, February 27th. Finally, Truist Financial started coverage on shares of Intuit in a research report on Tuesday, January 6th. They set a "buy" rating and a $739.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Intuit currently has an average rating of "Moderate Buy" and an average price target of $638.06.

Intuit Company 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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