UBS Group Lowers Intuit (NASDAQ:INTU) Price Target to $440.00

Intuit (NASDAQ:INTU) had its target price reduced by investment analysts at UBS Group from $725.00 to $440.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the software maker’s stock. UBS Group’s target price suggests a potential upside of 7.57% from the stock’s current price.

Several other research analysts have also recently commented on INTU. Citigroup lowered their price target on shares of Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a report on Friday. Barclays lowered their target price on shares of Intuit from $785.00 to $540.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Evercore restated an “outperform” rating and issued a $875.00 price target on shares of Intuit in a research note on Tuesday, November 18th. Stifel Nicolaus lowered their price objective on Intuit from $800.00 to $500.00 and set a “buy” rating for the company in a research report on Friday. Finally, Truist Financial initiated coverage on Intuit in a report on Tuesday, January 6th. They issued a “buy” rating and a $739.00 price objective on the stock. Twenty-three analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Intuit presently has a consensus rating of “Moderate Buy” and a consensus price target of $660.07.

Intuit Trading Up 3.7%

Shares of INTU stock opened at $409.03 on Friday. Intuit has a fifty-two week low of $349.00 and a fifty-two week high of $813.70. The company has a 50 day moving average price of $526.10 and a 200 day moving average price of $618.06. The stock has a market capitalization of $113.82 billion, a P/E ratio of 26.49, a price-to-earnings-growth ratio of 1.61 and a beta of 1.24. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.02%. The company’s quarterly revenue was up 17.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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 research analysts predict that Intuit will post 14.09 EPS for the current fiscal year.

Insider Buying and Selling at Intuit

In other Intuit news, Director Scott D. Cook sold 75,000 shares of Intuit stock in a transaction on Monday, December 29th. The shares were sold at an average price of $673.43, for a total value of $50,507,250.00. Following the transaction, the director directly owned 5,669,584 shares in the company, valued at approximately $3,818,067,953.12. The trade was a 1.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 333 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $659.95, for a total transaction of $219,763.35. Following the sale, the director owned 13,476 shares of the company’s stock, valued at $8,893,486.20. This trade represents a 2.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 388,464 shares of company stock valued at $255,514,393. Company insiders own 2.49% of the company’s stock.

Hedge Funds Weigh In On Intuit

Several institutional investors have recently bought and sold shares of the company. Norges Bank acquired a new stake in Intuit in the fourth quarter valued at about $3,058,407,000. Alliancebernstein L.P. increased its position in Intuit by 183.8% during the 3rd quarter. Alliancebernstein L.P. now owns 1,999,737 shares of the software maker’s stock worth $1,365,640,000 after purchasing an additional 1,295,199 shares during the period. Nicholas Hoffman & Company LLC. purchased a new position in shares of Intuit during the 1st quarter worth approximately $785,564,000. Winslow Capital Management LLC acquired a new stake in shares of Intuit in the 2nd quarter valued at approximately $782,677,000. Finally, Vanguard Group Inc. boosted its stake in shares of Intuit by 3.3% in the third quarter. Vanguard Group Inc. now owns 28,621,990 shares of the software maker’s stock valued at $19,546,243,000 after buying an additional 914,024 shares in the last quarter. 83.66% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q2 results beat: Intuit reported stronger-than-expected fiscal Q2 results — revenue grew ~17% and EPS topped consensus, and the company reaffirmed its FY26 revenue and EPS framework (FY26 EPS guide ~22.98–23.18). This confirms ongoing growth momentum and investor confidence in underlying businesses. Intuit Tops Q2 Earnings, Reaffirms FY26 Growth Outlook Amid AI Push
• Positive Sentiment: AI positioning: Management and analysts highlight Intuit’s AI investments (TurboTax, QuickBooks, Credit Karma integrations) as a structural tailwind — executives say AI is fueling the next growth phase and should deepen switching costs rather than displace the business. Intuit’s CFO isn’t flinching at AI. He says it’s fueling the company’s next growth phase
• Positive Sentiment: Board signals confidence with dividend: Intuit declared a quarterly cash dividend of $1.20 per share (record April 9, pay April 17), underscoring cash generation and capital return policy. This supports income-oriented investor demand. Intuit Board Declares Cash Dividend, Signals Ongoing Confidence
• Neutral Sentiment: Analyst target updates mixed: Several firms trimmed price targets (Goldman, JPMorgan, Oppenheimer, RBC, others) but most maintained Buy/Outperform/Overweight stances — signaling caution on near-term multiple expansion while still backing the longer-term thesis. Monitor how these revisions affect sentiment and flows. Goldman Sachs adjusts price target on Intuit to $519 from $720; maintains neutral rating
• Negative Sentiment: Soft near-term guidance & higher marketing spend: Intuit’s Q3 guidance was softer than some expected — management flagged elevated marketing investment for peak U.S. tax season that will weigh on near-term margins and profit expectations, which triggered short-term selling pressure across headlines. Intuit Shares Tumble Despite Earnings Beat as Tax Season Outlook Disappoints
• Negative Sentiment: Market reaction: Despite the beat, coverage and write-ups emphasize the softer FQ3 outlook and tax-season margin pressure — multiple headlines note the stock initially slid after hours, reflecting sensitivity to forward guidance versus reported results. Investors should watch guidance execution and marketing ROI. Intuit Logs Higher Second-Quarter Profit, Gives Soft Third-Quarter Outlook

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.