Bokf Na Has $11.97 Million Position in Intuit Inc. $INTU

Bokf Na grew its holdings in Intuit Inc. (NASDAQ:INTU) by 28.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,529 shares of the software maker’s stock after purchasing an additional 3,836 shares during the period. Bokf Na’s holdings in Intuit were worth $11,971,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of INTU. Tortoise Investment Management LLC boosted its position in Intuit by 540.0% during the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock worth $25,000 after acquiring an additional 27 shares during the period. Sagard Holdings Management Inc. acquired a new position in shares of Intuit in the 2nd quarter valued at about $28,000. MTM Investment Management LLC lifted its position in shares of Intuit by 135.0% in the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock worth $32,000 after purchasing an additional 27 shares in the last quarter. Total Investment Management Inc. purchased a new stake in shares of Intuit in the second quarter worth approximately $33,000. Finally, Kilter Group LLC acquired a new stake in shares of Intuit during the second quarter worth approximately $35,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Insider Transactions at Intuit

In other news, CEO Sasan K. Goodarzi sold 41,000 shares of Intuit stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $650.10, for a total value of $26,654,100.00. Following the sale, the chief executive officer directly owned 13,611 shares in the company, valued at $8,848,511.10. This trade represents a 75.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Scott D. Cook sold 75,000 shares of the company’s stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $673.43, for a total value of $50,507,250.00. Following the sale, the director owned 5,669,584 shares in the company, valued at $3,818,067,953.12. The trade was a 1.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 120,501 shares of company stock valued at $79,983,892 in the last ninety days. Corporate insiders own 2.49% of the company’s stock.

Intuit Stock Down 1.2%

NASDAQ INTU opened at $435.13 on Friday. Intuit Inc. has a one year low of $349.00 and a one year high of $813.70. The firm has a market cap of $120.34 billion, a PE ratio of 28.18, a price-to-earnings-growth ratio of 1.77 and a beta of 1.26. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32. The stock’s 50 day simple moving average is $486.10 and its 200 day simple moving average is $602.18.

Intuit (NASDAQ:INTU) last released its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating the consensus estimate of $3.68 by $0.47. The company had revenue of $4.65 billion during the quarter, compared to analysts’ expectations of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The business’s revenue for the quarter was up 17.4% on a year-over-year basis. During the same period last year, the firm earned $3.32 EPS. 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, sell-side analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, April 9th. Intuit’s dividend payout ratio is 31.09%.

Intuit News Roundup

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q4 results and guidance remain supportive — Intuit reported better‑than‑expected Q4 earnings and gave FY/Q3 guidance that indicates continued high-margin growth, which underpins the company’s cash flow and longer‑term valuation. Q4 Earnings Outperformers: Intuit (NASDAQ:INTU)
• Positive Sentiment: Strategic AI partnership with Anthropic — Intuit and Anthropic are rolling out AI financial agents that combine Intuit’s proprietary financial data with advanced Claude models; this could accelerate product differentiation and retention across consumer and small‑business offerings. Intuit (INTU), Anthropic Partner to Launch AI Financial Agents
• Positive Sentiment: Analyst upgrade — Rothschild & Co Redburn upgraded Intuit, which may support sentiment among institutional holders. Intuit (NASDAQ:INTU) Stock Rating Upgraded by Rothschild & Co Redburn
• Neutral Sentiment: Market/valuation focus amid share weakness — coverage is highlighting that recent price weakness is a function of valuation resetting and AI uncertainty rather than a single company-specific miss; this is keeping volatility elevated as investors re‑price growth optionality. Assessing Intuit (INTU) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Retail/investor attention has increased — several trend and “what to know” pieces summarize catalysts and risks, which can boost trading volume but don’t change fundamentals by themselves. Here is What to Know Beyond Why Intuit Inc. (INTU) is a Trending Stock
• Negative Sentiment: Insider selling disclosed — Director Richard Dalzell sold small blocks of stock recently (two filings at ~$474 and ~$440 per share), which may be viewed negatively by some investors even though the sales are modest relative to total holdings. Richard L. Dalzell insider sale filings
• Negative Sentiment: Bearish technical/structural and valuation takes — several analysts and commentary pieces argue the stock faces structural/technical headwinds and that volatility/valuation risk could lead to further downside, which pressures sentiment and selling. Intuit Stock Faces Structural Trouble Despite Optimistic Calls
• Negative Sentiment: Calls to brace for more downside — opinion pieces note that despite solid revenue growth, AI uncertainty and stretched prior valuation could produce additional share‑price volatility. Intuit Stock Has Been Crushed This Year. How Much Further Could It Fall?

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Wall Street Zen lowered shares of Intuit from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Rothschild & Co Redburn raised shares of Intuit from a “neutral” rating to a “buy” rating and upped their price target for the stock from $670.00 to $700.00 in a research note on Tuesday. Oppenheimer cut their price objective on Intuit from $696.00 to $558.00 and set an “outperform” rating for the company in a report on Friday, February 27th. Wells Fargo & Company lowered their target price on Intuit from $700.00 to $425.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 24th. Finally, Northcoast Research upgraded Intuit from a “neutral” rating to a “buy” rating and set a $575.00 price objective on the stock in a report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Intuit presently has a consensus rating of “Moderate Buy” and a consensus target price of $634.26.

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.