MASTERINVEST Kapitalanlage GmbH Invests $1.95 Million in Intuit Inc. $INTU

MASTERINVEST Kapitalanlage GmbH purchased a new stake in shares of Intuit Inc. (NASDAQ:INTU) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 7,462 shares of the software maker’s stock, valued at approximately $1,948,000.

A number of other large investors have also recently added to or reduced their stakes in INTU. Betterment LLC increased its stake in Intuit by 2.1% during the third quarter. Betterment LLC now owns 779 shares of the software maker’s stock worth $532,000 after acquiring an additional 16 shares during the last quarter. One Capital Management LLC lifted its stake in shares of Intuit by 2.7% in the 3rd quarter. One Capital Management LLC now owns 681 shares of the software maker’s stock valued at $465,000 after purchasing an additional 18 shares during the last quarter. Quadcap Wealth Management LLC lifted its stake in shares of Intuit by 1.0% in the 3rd quarter. Quadcap Wealth Management LLC now owns 1,801 shares of the software maker’s stock valued at $1,230,000 after purchasing an additional 18 shares during the last quarter. Prentice Wealth Management LLC grew its holdings in shares of Intuit by 2.7% during the 4th quarter. Prentice Wealth Management LLC now owns 850 shares of the software maker’s stock worth $563,000 after purchasing an additional 22 shares during the period. Finally, Washington Trust Bank grew its holdings in shares of Intuit by 3.0% during the 4th quarter. Washington Trust Bank now owns 790 shares of the software maker’s stock worth $523,000 after purchasing an additional 23 shares during the period. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Intuit

In other news, Director Richard L. Dalzell sold 338 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $279.86, for a total transaction of $94,592.68. Following the completion of the transaction, the director directly owned 12,326 shares of the company’s stock, valued at approximately $3,449,554.36. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,239 shares of company stock worth $348,354 over the last three months. Insiders own 2.49% of the company’s stock.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit exceeded fiscal Q4 expectations, reporting adjusted EPS of $4.03 versus the $3.58 consensus and revenue of $4.35 billion versus $4.27 billion. Revenue increased 13.7% year over year, providing evidence that the core business remains profitable and resilient. Intuit Q4 Revenues Rise
• Positive Sentiment: The board raised Intuit’s quarterly dividend 15% to $1.38 per share, signaling confidence in cash generation and returning more capital to shareholders.
• Positive Sentiment: Management highlighted adoption of its AI products, saying 75% of enterprise customers use Intuit AI agents monthly. Bulls view the expanding AI platform and planned customer-acquisition investments as potential long-term growth drivers. Intuit AI Agent Adoption
• Neutral Sentiment: Intuit is pursuing a strategic “reset to reaccelerate” customer growth, including broader QuickBooks access and changes to TurboTax pricing. The plan could strengthen market share over time, but it is expected to pressure near-term revenue and margins. Intuit Expects Revenue Deceleration
• Neutral Sentiment: Analysts remain divided: TD Cowen maintained a Hold with a $346 target, while Oppenheimer retained Outperform at $380. This reflects uncertainty over whether the investment cycle will produce renewed growth.
• Negative Sentiment: Fiscal 2027 revenue guidance of approximately $23.28 billion to $23.51 billion, representing 9%–10% growth, fell below Wall Street expectations and marked a slowdown from recent growth rates. Concerns about TurboTax pricing pressure, customer losses and possible AI disruption overshadowed the Q4 beat. Intuit Fiscal 2027 Guidance
• Negative Sentiment: JPMorgan and Wolfe Research downgraded the stock, citing weaker growth prospects, while multiple firms cut price targets. In addition, several law firms publicized a securities class action alleging misleading statements about TurboTax growth and competitive pressures, with a September 8 lead-plaintiff deadline. Intuit Securities Class Action

Intuit Stock Up 0.6%

Shares of NASDAQ INTU opened at $348.00 on Friday. The stock has a market cap of $95.19 billion, a P/E ratio of 21.09, a PEG ratio of 1.08 and a beta of 0.97. The company has a current ratio of 1.51, a quick ratio of 1.45 and a debt-to-equity ratio of 0.34. Intuit Inc. has a 12-month low of $252.84 and a 12-month high of $705.08. The business’s fifty day simple moving average is $305.53 and its 200-day simple moving average is $356.69.

Intuit (NASDAQ:INTU) last released its earnings results on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.58 by $0.45. Intuit had a return on equity of 25.97% and a net margin of 21.29%.The firm had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.27 billion. During the same period last year, the business posted $2.75 earnings per share. Intuit’s revenue was up 13.7% compared to the same quarter last year. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. As a group, equities analysts predict that Intuit Inc. will post 21.06 EPS for the current fiscal year.

Intuit Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, October 8th will be paid a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Thursday, October 8th. This is a boost from Intuit’s previous quarterly dividend of $1.20. Intuit’s dividend payout ratio (DPR) is 33.45%.

Analyst Upgrades and Downgrades

INTU has been the topic of several research analyst reports. Evercore restated an “outperform” rating on shares of Intuit in a report on Tuesday, August 18th. Barclays lowered their target price on shares of Intuit from $443.00 to $408.00 and set an “overweight” rating for the company in a research note on Wednesday. Morgan Stanley reduced their price target on shares of Intuit from $335.00 to $315.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Weiss Ratings lowered shares of Intuit from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, June 11th. Finally, Susquehanna lowered their price objective on shares of Intuit from $427.00 to $415.00 and set a “positive” rating for the company in a research report on Wednesday. Seventeen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Intuit currently has an average rating of “Hold” and an average target price of $434.68.

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.