Bogart Wealth LLC Has $7.43 Million Stock Holdings in Intuit Inc. $INTU

Bogart Wealth LLC increased its position in Intuit Inc. (NASDAQ:INTU) by 57.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,212 shares of the software maker’s stock after buying an additional 4,107 shares during the period. Bogart Wealth LLC’s holdings in Intuit were worth $7,427,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in INTU. Alliancebernstein L.P. grew its stake in shares of Intuit by 183.8% in the 3rd quarter. Alliancebernstein L.P. now owns 1,999,737 shares of the software maker’s stock valued at $1,365,640,000 after buying an additional 1,295,199 shares during the period. Nicholas Hoffman & Company LLC. acquired a new stake in shares of Intuit in the 1st quarter valued at about $785,564,000. Vanguard Group Inc. grew its stake in shares of Intuit by 3.3% in the 3rd 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 during the period. Massachusetts Financial Services Co. MA grew its stake in shares of Intuit by 520.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 558,499 shares of the software maker’s stock valued at $381,405,000 after buying an additional 468,547 shares during the period. Finally, Jericho Capital Asset Management L.P. acquired a new stake in shares of Intuit in the 3rd quarter valued at about $267,018,000. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: FedNow certification and TurboTax mix shift improve monetization and product stickiness — Intuit completed FedNow certification and is leaning into higher‑priced TurboTax upsells, boosting real‑time payments for SMBs and cross‑sell opportunities across its platform. How TurboTax Upselling and FedNow Integration At Intuit (INTU) Has Changed Its Investment Story
• Positive Sentiment: Joining the Federal Reserve’s instant payments network expands payments roadmap — membership in the Fed’s instant payments network strengthens Intuit’s cash‑flow and payment services for small businesses, supporting recurring revenue and payment‑fee opportunities. Intuit (INTU) Just Joined the Fed’s Instant Payments Network
• Positive Sentiment: Analysts and screens point to accelerating earnings — coverage by Zacks and other outlets flags Intuit among companies with accelerating earnings, reinforcing expectations that recent revenue and margin trends can support further upside. Intuit vs. BILL Holdings: Which Fintech Stock is the Better Buy?
• Positive Sentiment: Analyst upgrades and ETF inflows provide directional support — recent analyst upgrades and broader ETF inflows into tech/fintech names have helped demand for INTU shares. Analysts upgrade Intuit, Qualcomm as ETF inflows hit record pace
• Neutral Sentiment: Comparative fintech takes: INTU vs BILL — recent pieces compare Intuit’s AI, payments and SMB platform strategy with BILL Holdings; the analysis highlights strengths but underscores different product/customer mixes, so competitive implications are nuanced. Intuit vs. BILL Holdings: Which Fintech Stock is the Better Buy?
• Neutral Sentiment: Leadership reshuffle in Small Business & Mid‑Market — Intuit announced changes in the SMB/mid‑market leadership team; execution risk is manageable but worth monitoring for continuity on product and go‑to‑market initiatives. Intuit Reshapes Leadership of Small Business and Mid-Market
• Neutral Sentiment: Short‑term market reaction coverage — several outlets noted the stock’s intraday advance versus a weaker market; this reflects headlines and flows rather than new fundamental guidance. Intuit (INTU) Advances While Market Declines: Some Information for Investors

Intuit Trading Up 2.7%

NASDAQ:INTU opened at $400.42 on Wednesday. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28. The stock has a market capitalization of $110.73 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 1.57 and a beta of 1.21. The firm’s 50 day moving average is $414.59 and its 200 day moving average is $541.41. Intuit Inc. has a 12 month low of $342.11 and a 12 month high of $813.70.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping analysts’ consensus estimates of $3.68 by $0.47. The company had revenue of $4.65 billion for the quarter, compared to analysts’ expectations of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. Intuit’s revenue was up 17.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Sell-side analysts expect that Intuit Inc. will post 17.44 earnings per share for the current year.

Intuit Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, April 9th were issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, April 9th. Intuit’s payout ratio is 31.09%.

Insider Transactions at Intuit

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the sale, the director owned 13,253 shares of the company’s stock, valued at $5,836,621.20. The trade was a 2.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 2.49% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have recently commented on the company. Guggenheim set a $633.00 target price on Intuit in a research note on Monday, March 16th. Argus cut their price target on Intuit from $780.00 to $580.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. UBS Group cut their price target on Intuit from $725.00 to $440.00 and set a “neutral” rating for the company in a research note on Friday, February 27th. Truist Financial assumed coverage on Intuit in a research note on Tuesday, January 6th. They set a “buy” rating and a $739.00 price target for the company. Finally, Mizuho cut their price target on Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $636.10.

Intuit Company 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.