Analysts Set Intuit Inc. (NASDAQ:INTU) Target Price at $634.26

Intuit Inc. (NASDAQ:INTU) has earned a consensus recommendation of “Moderate Buy” from the thirty-two ratings firms that are currently covering the stock, MarketBeat Ratings reports. Six analysts have rated the stock with a hold recommendation, twenty-five have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $638.0625.

A number of equities analysts have weighed in on INTU shares. Weiss Ratings lowered shares of Intuit from a “buy (b-)” rating to a “hold (c)” rating in a research report on Thursday, February 5th. Truist Financial started coverage on shares of Intuit in a research report on Tuesday, January 6th. They set a “buy” rating and a $739.00 price objective on the stock. Evercore restated an “outperform” rating and set a $875.00 target price on shares of Intuit in a research note on Tuesday, November 18th. BNP Paribas Exane upgraded Intuit from an “underperform” rating to a “neutral” rating and set a $463.00 price target for the company in a research note on Monday. Finally, Independent Research set a $875.00 price target on Intuit in a report on Tuesday, November 18th.

Insiders Place Their Bets

In related news, CFO Sandeep Aujla sold 1,335 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $629.46, for a total value of $840,329.10. Following the transaction, the chief financial officer directly owned 536 shares of the company’s stock, valued at approximately $337,390.56. The trade was a 71.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Scott D. Cook sold 1,402 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $668.02, for a total value of $936,564.04. Following the completion of the transaction, the director owned 5,668,182 shares of the company’s stock, valued at $3,786,458,939.64. The trade was a 0.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 120,501 shares of company stock worth $79,983,892 over the last quarter. Company insiders own 2.49% of the company’s stock.

Hedge Funds Weigh In On Intuit

Hedge funds and other institutional investors have recently modified their holdings of the stock. Fort Sheridan Advisors LLC lifted its stake in Intuit by 2.1% in the 2nd quarter. Fort Sheridan Advisors LLC now owns 722 shares of the software maker’s stock worth $569,000 after purchasing an additional 15 shares in the last quarter. BetterWealth LLC grew its position in shares of Intuit by 3.8% during the third quarter. BetterWealth LLC now owns 412 shares of the software maker’s stock valued at $281,000 after purchasing an additional 15 shares in the last quarter. Sachetta LLC increased its holdings in shares of Intuit by 23.8% in the third quarter. Sachetta LLC now owns 78 shares of the software maker’s stock worth $53,000 after purchasing an additional 15 shares during the last quarter. Vance Wealth LLC increased its holdings in shares of Intuit by 1.5% in the second quarter. Vance Wealth LLC now owns 1,116 shares of the software maker’s stock worth $879,000 after purchasing an additional 16 shares during the last quarter. Finally, PUREfi Wealth LLC lifted its position in shares of Intuit by 4.5% in the third quarter. PUREfi Wealth LLC now owns 369 shares of the software maker’s stock worth $252,000 after buying an additional 16 shares in the last quarter. Institutional investors own 83.66% of the company’s stock.

Intuit Stock Up 1.5%

Shares of NASDAQ:INTU opened at $459.28 on Friday. The stock has a fifty day simple moving average of $474.92 and a two-hundred day simple moving average of $596.84. The stock has a market capitalization of $127.01 billion, a price-to-earnings ratio of 29.75, a PEG ratio of 1.82 and a beta of 1.26. Intuit has a 12-month low of $349.00 and a 12-month high of $813.70. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28.

Intuit (NASDAQ:INTU) last issued its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion for the quarter, compared to the consensus estimate of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The company’s revenue was up 17.4% compared to the same quarter last year. During the same period last year, the business 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. On average, research analysts anticipate that Intuit will post 14.09 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be given a dividend of $1.20 per share. The ex-dividend date is Thursday, April 9th. This represents a $4.80 annualized dividend and a dividend yield of 1.0%. Intuit’s dividend payout ratio (DPR) is currently 31.09%.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Management paused preset insider stock sales and accelerated its share‑repurchase program, signaling the company thinks the stock is undervalued and returning capital to shareholders. Intuit Halts Insider Sales, Accelerates Share Repurchase Program
• Positive Sentiment: Multiple analysts and buy ratings (and several $500–$700 price targets) continue to support a bullish case, giving investors conviction that Intuit’s growth and AI integration could drive a rebound. Intuit Stock (INTU) Opinions on Accelerated Share Buybacks
• Neutral Sentiment: Intuit publicly pushed back on AI-disruption fears, arguing customers pay for “confidence” and regulatory/data moats make its tax and small‑business products less vulnerable to pure AI substitutes. This is a narrative defense but may take time to change market perception. Why Intuit says it is insulated from AI disruption
• Negative Sentiment: A new federal bill, the Direct File Act (S.3948), would establish a free government-run direct tax‑filing system; if enacted and adopted by states, it could materially reduce TurboTax revenues and pressure pricing. This represents a clear regulatory/competitive risk to Intuit’s tax segment. New Bill: Senator Elizabeth Warren introduces S. 3948: Direct File Act of 2026
• Negative Sentiment: Third‑party migration efforts (Xendoo/Xero) are ramping up tools to move customers off QuickBooks as Intuit sunsets legacy desktop products — an immediate competitive headwind for retention and SMB wallet share. Q2X, Powered by Xendoo, Selected as Xero’s Preferred Migration Partner as Demand Surges for QuickBooks Alternative
• Negative Sentiment: Credit-market stress in the software sector — with debt investors trimming software exposure — highlights broader sentiment and funding risks that could amplify volatility for software stocks including Intuit if AI concerns persist. Analysis-Debt investors offloading exposure to software companies is latest sign of pain

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.