Intuit (NASDAQ:INTU) Releases Q4 2026 Earnings Guidance

Intuit (NASDAQ:INTU) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.560-3.620 for the period, compared to the consensus estimate of 2.840. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.1 billion. Intuit also updated its FY 2026 guidance to 23.800-23.850 EPS.

Intuit Stock Performance

Shares of INTU stock opened at $383.93 on Thursday. The company has a fifty day moving average price of $408.90 and a two-hundred day moving average price of $514.39. Intuit has a one year low of $342.11 and a one year high of $813.70. The stock has a market cap of $106.18 billion, a P/E ratio of 24.87, a P/E/G ratio of 1.61 and a beta of 1.04. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32.

Intuit (NASDAQ:INTU) last announced its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, beating analysts’ consensus estimates of $12.57 by $0.23. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The company had revenue of $8.56 billion during the quarter, compared to the consensus estimate of $8.54 billion. During the same quarter last year, the firm posted $11.65 EPS. The company’s quarterly revenue was up 10.4% on a year-over-year basis. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. As a group, equities analysts predict that Intuit will post 17.44 EPS for the current year.

Intuit Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Thursday, April 9th were given a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Thursday, April 9th. Intuit’s dividend payout ratio (DPR) is 31.09%.

Wall Street Analysts Forecast Growth

INTU has been the subject of a number of analyst reports. Wells Fargo & Company decreased their price objective on shares of Intuit from $700.00 to $425.00 and set an “equal weight” rating for the company in a research report on Tuesday, February 24th. Scotiabank set a $575.00 price objective on shares of Intuit in a research report on Friday, March 6th. Oppenheimer decreased their price objective on shares of Intuit from $696.00 to $558.00 and set an “outperform” rating for the company in a research report on Friday, February 27th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Intuit from $850.00 to $600.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Finally, TD Cowen decreased their price objective on shares of Intuit from $633.00 to $576.00 and set a “buy” rating for the company in a research report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Intuit presently has a consensus rating of “Moderate Buy” and an average target price of $634.26.

Insider Activity

In other news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the completion of the sale, the director owned 13,253 shares in the company, valued at approximately $5,836,621.20. This trade represents a 2.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 2.49% of the company’s stock.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit delivered stronger-than-expected fiscal Q3 results, with EPS of $12.80 and revenue of $8.56 billion, both slightly ahead of Wall Street estimates. The company also raised FY 2026 and Q4 guidance, signaling continued demand and healthy operating momentum. Article Title
• Positive Sentiment: Management said it will continue investing in AI and “big bets,” and the board approved an $8 billion buyback plus a 15% dividend increase, which supports shareholder returns and suggests confidence in cash flow. Article Title
• Neutral Sentiment: Broader tech trading was mixed, with market futures and Nasdaq sentiment pressured by Nvidia-related moves, which may be adding some macro noise around INTU’s post-earnings reaction. Article Title
• Negative Sentiment: Intuit announced it will cut about 17% of its workforce, or roughly 3,000 jobs, in a restructuring tied to AI investment. Investors are reacting negatively to the execution risk, restructuring charges, and the signal that management sees a need to aggressively reset the cost base. Article Title
• Negative Sentiment: The company also trimmed TurboTax revenue guidance, raising concerns about slower growth in a key business line and fueling fears that AI disruption could pressure legacy tax-prep demand. Article Title

Institutional Trading of Intuit

A number of hedge funds have recently modified their holdings of the stock. Betterment LLC lifted its stake in shares of Intuit by 2.1% during the 3rd quarter. Betterment LLC now owns 779 shares of the software maker’s stock worth $532,000 after buying an additional 16 shares during the last quarter. One Capital Management LLC lifted its stake in shares of Intuit by 2.7% during the 3rd quarter. One Capital Management LLC now owns 681 shares of the software maker’s stock worth $465,000 after buying an additional 18 shares during the last quarter. Quadcap Wealth Management LLC lifted its stake in shares of Intuit by 1.0% during the 3rd quarter. Quadcap Wealth Management LLC now owns 1,801 shares of the software maker’s stock worth $1,230,000 after buying an additional 18 shares during the last quarter. Sepio Capital LP lifted its stake in shares of Intuit by 6.6% during the 4th quarter. Sepio Capital LP now owns 451 shares of the software maker’s stock worth $299,000 after buying an additional 28 shares during the last quarter. Finally, CYBER HORNET ETFs LLC lifted its stake in shares of Intuit by 4.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 753 shares of the software maker’s stock worth $514,000 after buying an additional 30 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

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.