Intuit Gains as Investors Reassess Post-Earnings Selloff

Intuit Inc. (INTU) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be a rebound after last week’s earnings-driven selloff, as investors reassess a report that still showed double-digit full-year revenue growth, a larger dividend, and heavy share repurchases. The exact catalyst for today’s rise is unclear, but the bounce could reflect bargain hunting after the company’s fiscal 2027 outlook and accounting presentation changes were absorbed by the market.

Details:

Intuit’s Aug. 25 earnings release showed fiscal 2026 revenue up 14%, with TurboTax revenue up 7% for the year and Credit Karma revenue up 20% for the year.

For fiscal 2027, the company guided for total revenue growth of 9% to 10%, with TurboTax expected to grow 2% to 3% and Credit Karma 11% to 13%, which helps explain why the stock initially came under pressure.

Intuit repurchased $5.5 billion of stock during fiscal 2026 and said it still had $7.9 billion remaining under its authorization, giving investors an added capital-return support point.

The board also approved a quarterly dividend of $1.38 per share, up 15% from a year earlier, and the company has an Investor Day scheduled for Sept. 17, which may be helping sentiment stabilize.

Sources:

Intuit Investor Relations, SEC, TipRanks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$INTU Insider Trading Activity

$INTU insiders have traded $INTU stock on the open market 12 times in the past 6 months. Of those trades, 2 have been purchases and 10 have been sales.

Here’s a breakdown of recent trading of $INTU stock by insiders over the last 6 months:

RICHARD L DALZELL has made 0 purchases and 8 sales selling 2,571 shares for an estimated $901,137.
VASANT M PRABHU has made 2 purchases buying 1,750 shares for an estimated $541,665 and 0 sales.
LAUREN D HOTZ (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 906 shares for an estimated $314,288.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$INTU Hedge Fund Activity

We have seen 803 institutional investors add shares of $INTU stock to their portfolio, and 1,611 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 4,991,614 shares (+110.1%) to their portfolio in Q2 2026, for an estimated $1,302,811,254
JPMORGAN CHASE & CO added 4,808,487 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,255,015,107
FIL LTD added 3,225,571 shares (+174.1%) to their portfolio in Q2 2026, for an estimated $841,874,031
PRICE T ROWE ASSOCIATES INC /MD/ removed 2,819,687 shares (-52.3%) from their portfolio in Q2 2026, for an estimated $735,938,307
JANE STREET GROUP, LLC added 2,652,185 shares (+13325.6%) to their portfolio in Q2 2026, for an estimated $692,220,285
WELLINGTON MANAGEMENT GROUP LLP removed 2,184,231 shares (-96.9%) from their portfolio in Q2 2026, for an estimated $570,084,291
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,180,650 shares (+inf%) to their portfolio in Q2 2026, for an estimated $569,149,650

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$INTU Congressional Stock Trading

Members of Congress have traded $INTU stock 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $INTU stock by members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
REPRESENTATIVE RICK W. ALLEN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 06/10, 04/16.
REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 05/22.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/14.
REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/02.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$INTU Price Targets

Multiple analysts have issued price targets for $INTU recently. We have seen 17 analysts offer price targets for $INTU in the last 6 months, with a median target of $430.0.

Here are some recent targets:

Brad Reback from Stifel set a target price of $275.0 on 06/18/2026
Kash Rangan from Goldman Sachs set a target price of $276.0 on 06/02/2026
Siti Panigrahi from Mizuho set a target price of $500.0 on 05/26/2026
Taylor McGinnis from UBS set a target price of $360.0 on 05/21/2026
Almas Almaganbetov from Freedom Broker set a target price of $430.0 on 05/21/2026
Arvind Ramnani from Truist Securities set a target price of $410.0 on 05/21/2026
Steven Enders from Citigroup set a target price of $591.0 on 05/21/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.