Private Capital Advisors Inc. Trims Stock Holdings in Intuit Inc. $INTU

Private Capital Advisors Inc. trimmed its holdings in Intuit Inc. (NASDAQ:INTU) by 30.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,300 shares of the software maker’s stock after selling 1,850 shares during the quarter. Private Capital Advisors Inc.’s holdings in Intuit were worth $2,848,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of INTU. Brighton Jones LLC increased its holdings in Intuit by 61.3% during the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after purchasing an additional 1,350 shares during the period. Revolve Wealth Partners LLC increased its holdings in Intuit by 145.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after purchasing an additional 482 shares during the period. Nicholas Hoffman & Company LLC. purchased a new position in Intuit during the 1st quarter worth $785,564,000. Sivia Capital Partners LLC increased its holdings 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 period. Finally, Florida Financial Advisors LLC increased its holdings 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 period. 83.66% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. cut their price target on Intuit from $750.00 to $605.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Susquehanna cut their price target on Intuit from $640.00 to $550.00 and set a “positive” rating on the stock in a report on Friday. Royal Bank Of Canada lowered their price objective on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a research report on Thursday. Deutsche Bank Aktiengesellschaft lowered their price objective on Intuit from $600.00 to $530.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Erste Group Bank raised Intuit to a “hold” rating in a research report on Monday, April 27th. Twenty-four investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Intuit has a consensus rating of “Moderate Buy” and a consensus target price of $546.29.

Intuit Price Performance

NASDAQ:INTU opened at $319.94 on Friday. The company has a current ratio of 1.45, a quick ratio of 1.32 and a debt-to-equity ratio of 0.26. The stock has a 50 day moving average of $403.55 and a two-hundred day moving average of $510.51. The firm has a market cap of $87.52 billion, a P/E ratio of 19.38, a price-to-earnings-growth ratio of 1.29 and a beta of 1.04. Intuit Inc. has a 12 month low of $302.36 and a 12 month high of $813.70.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Wednesday, May 20th. The software maker reported $12.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $12.57 by $0.23. The business had revenue of $8.56 billion during the quarter, compared to analyst estimates of $8.54 billion. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The business’s revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the business earned $11.65 earnings per share. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. On average, analysts expect that Intuit Inc. will post 17.49 earnings per share for the current fiscal year.

Intuit Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 9th will be issued a $1.20 dividend. The ex-dividend date is Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.5%. Intuit’s dividend payout ratio is currently 29.07%.

Insider Buying and Selling

In other Intuit 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 transaction of $146,653.20. Following the transaction, the director directly owned 13,253 shares in the company, valued at $5,836,621.20. This represents a 2.45% 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. 2.49% of the stock is owned by company insiders.

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit reported fiscal Q3 results that beat estimates on both revenue and earnings, raised full-year guidance, and highlighted strength in TurboTax, Credit Karma, QuickBooks Online, and other growth engines. Intuit’s Q3 Earnings Beat on Consumer Growth & Higher Guidance
• Positive Sentiment: Several analysts still maintained bullish ratings even after lowering price targets, suggesting Street sentiment remains constructive on Intuit’s long-term growth profile. TD Cowen Adjusts Price Target on Intuit
• Positive Sentiment: Coverage also pointed to improving customer spending and “flywheel” benefits from broader adoption across Intuit’s product suite, which supports the AI and platform expansion narrative. Intuit customers spending more as it improves experiences across brands

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.