Intuit’s (INTU) “Hold” Rating Reiterated at Stifel Nicolaus

Intuit (NASDAQ:INTU)‘s stock had its “hold” rating reaffirmed by analysts at Stifel Nicolaus in a report released on Friday, Benzinga reports. They currently have a $300.00 price target on the software maker’s stock. Stifel Nicolaus’ price objective points to a potential downside of 1.40% from the company’s previous close.

A number of other brokerages also recently weighed in on INTU. Citigroup lowered their price target on Intuit from $591.00 to $457.00 and set a “buy” rating for the company in a report on Thursday, August 13th. KeyCorp set a $400.00 price objective on shares of Intuit in a report on Wednesday, August 26th. Barclays dropped their target price on shares of Intuit from $443.00 to $408.00 and set an “overweight” rating on the stock in a report on Wednesday, August 26th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Intuit in a report on Wednesday, August 26th. Finally, Evercore reaffirmed an “outperform” rating on shares of Intuit in a research report on Friday. Sixteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $431.55.

Intuit Stock Down 2.8%

Shares of INTU stock traded down $8.86 during trading hours on Friday, reaching $304.27. The company had a trading volume of 1,921,637 shares, compared to its average volume of 4,294,686. The company has a market capitalization of $81.31 billion, a P/E ratio of 18.45, a price-to-earnings-growth ratio of 0.91 and a beta of 0.98. Intuit has a twelve month low of $252.84 and a twelve month high of $705.08. The stock’s fifty day simple moving average is $324.95 and its 200 day simple moving average is $350.30. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.51 and a current ratio of 1.51.

Intuit (NASDAQ:INTU) last released its quarterly earnings results on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.58 by $0.45. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The firm had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.27 billion. During the same quarter in the previous year, the firm posted $2.75 EPS. The firm’s quarterly revenue was up 13.7% on a year-over-year basis. 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, sell-side analysts expect that Intuit will post 23.49 earnings per share for the current fiscal year.

Insider Activity at Intuit

In other Intuit news, Director Richard Dalzell sold 285 shares of the company’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $325.36, for a total value of $92,727.60. Following the transaction, the director owned 11,531 shares of the company’s stock, valued at approximately $3,751,726.16. This represents a 2.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Lauren Hotz sold 907 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $346.54, for a total value of $314,311.78. Following the sale, the chief accounting officer directly owned 1,628 shares of the company’s stock, valued at approximately $564,167.12. This represents a 35.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,476 shares of company stock valued at $481,538. Company insiders own 2.49% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in INTU. Rench Wealth Management Inc. raised its holdings in shares of Intuit by 93.9% during the second quarter. Rench Wealth Management Inc. now owns 16,451 shares of the software maker’s stock worth $4,294,000 after acquiring an additional 7,966 shares in the last quarter. Capstone Financial Advisors Inc. boosted its stake in shares of Intuit by 91.2% during the 2nd quarter. Capstone Financial Advisors Inc. now owns 1,048 shares of the software maker’s stock worth $274,000 after acquiring an additional 500 shares in the last quarter. National Pension Service boosted its stake in shares of Intuit by 8.6% during the 2nd quarter. National Pension Service now owns 700,231 shares of the software maker’s stock worth $182,760,000 after acquiring an additional 55,375 shares in the last quarter. Triad Investment Management increased its holdings in shares of Intuit by 39.4% during the 2nd quarter. Triad Investment Management now owns 8,559 shares of the software maker’s stock valued at $2,234,000 after acquiring an additional 2,421 shares during the last quarter. Finally, Engineers Gate Manager LP raised its stake in shares of Intuit by 2,259.7% in the 2nd quarter. Engineers Gate Manager LP now owns 19,515 shares of the software maker’s stock valued at $5,093,000 after acquiring an additional 18,688 shares in the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: RBC reaffirmed its “Outperform” rating and assigned a $385 price target, implying roughly 25% upside from the recently cited share price. The bullish view provides support for INTU by signaling confidence in the company’s long-term growth prospects.
• Positive Sentiment: Intuit launched QuickBooks Free, a no-cost accounting plan intended to expand the product funnel and attract small-business users who may later adopt paid services, including payments. The strategy could help address slowing online customer growth. Intuit Launches QuickBooks Free
• Positive Sentiment: QuickBooks Online expanded its integration with Solera’s Qapter, allowing collision-repair shops to transfer estimate details directly into accounting workflows. The partnership could improve product value and support adoption among specialized small businesses. Qapter and QuickBooks Online Integration
• Neutral Sentiment: At its Investor Day, Intuit reaffirmed first-quarter and fiscal 2027 guidance, including first-quarter EPS of $2.44–$2.48 and fiscal-year EPS of $22.88–$23.12. Maintaining guidance reduces the risk of a near-term estimate reset but does not provide a new upside catalyst. Intuit Investor Day
• Negative Sentiment: Bank of America analyst Tal Liani maintained a “Hold” rating and $360 price target, citing slower core growth and elevated investment needs. The cautious assessment may be weighing on INTU as investors question how quickly new initiatives will translate into profitable growth. Bank of America Maintains Hold on Intuit

Intuit Company Profile

Intuit Inc is a financial technology and business software company that develops products designed to help consumers, small businesses and accounting professionals manage finances, tax obligations and customer relationships. The company is headquartered in Mountain View, California, and serves customers primarily in the United States and Canada, with additional international availability for certain products.

Its principal offerings include TurboTax, a tax preparation and filing platform; QuickBooks, which provides accounting, invoicing, payroll and payments tools for small businesses and self-employed individuals; Credit Karma, a personal finance platform offering credit monitoring and related financial products; and Mailchimp, an email marketing and customer engagement service for businesses.

Intuit was founded in 1983 by Scott Cook and Tom Proulx.