Intuit Inc. (INTU) reported second-quarter 2026 revenue of $4.65 billion, up 17.36% year‑over‑year and slightly above the consensus estimate of $4.62 billion.
Key operating results:
Cash flow and balance sheet highlights:
Diluted EPS of $2.48 missed the consensus estimate of $3.74, even as revenue modestly beat expectations. Shares moved -1.27% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Intuit Inc. Insider Trading Activity
Intuit Inc. insiders have traded $INTU stock on the open market 116 times in the past 6 months. Of those trades, 0 have been purchases and 116 have been sales.
Here’s a breakdown of recent trading of $INTU stock by insiders over the last 6 months:
- SCOTT D COOK has made 0 purchases and 99 sales selling 494,365 shares for an estimated $327,541,897.
- SASAN K GOODARZI (CEO, President and Director) has made 0 purchases and 2 sales selling 41,000 shares for an estimated $26,653,960.
- SANDEEP AUJLA (EVP and CFO) has made 0 purchases and 4 sales selling 3,602 shares for an estimated $2,373,429.
- RICHARD L DALZELL has made 0 purchases and 11 sales selling 1,998 shares for an estimated $1,321,068.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuit Inc. Hedge Fund Activity
We have seen 1,068 institutional investors add shares of Intuit Inc. stock to their portfolio, and 1,125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,202,831 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $6,758,559,311
- JPMORGAN CHASE & CO added 1,139,677 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $754,944,838
- PARNASSUS INVESTMENTS, LLC removed 1,134,238 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $774,582,472
- BLACKROCK, INC. removed 1,073,713 shares (-3.9%) from their portfolio in Q4 2025, for an estimated $711,248,965
- COATUE MANAGEMENT LLC removed 839,460 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $556,075,093
- AMUNDI removed 782,984 shares (-42.1%) from their portfolio in Q4 2025, for an estimated $518,664,261
- LONE PINE CAPITAL LLC removed 771,666 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $526,978,428
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Intuit Inc. Congressional Stock Trading
Members of Congress have traded $INTU stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $INTU stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $100,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 10/01.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 09/11.
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 09/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuit Inc. Analyst Ratings
Wall Street analysts have issued reports on $INTU in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/08/2026
- BMO Capital issued a "Outperform" rating on 11/21/2025
- Wells Fargo issued a "Overweight" rating on 11/21/2025
- RBC Capital issued a "Outperform" rating on 11/21/2025
- Evercore ISI Group issued a "Outperform" rating on 11/18/2025
To track analyst ratings and price targets for Intuit Inc., check out Quiver Quantitative's $INTU forecast page.
Intuit Inc. Price Targets
Multiple analysts have issued price targets for $INTU recently. We have seen 7 analysts offer price targets for $INTU in the last 6 months, with a median target of $696.0.
Here are some recent targets:
- Michael Turrin from Wells Fargo set a target price of $425.0 on 02/24/2026
- Daniel Jester from BMO Capital set a target price of $624.0 on 02/10/2026
- Jared Levine from TD Cowen set a target price of $658.0 on 02/09/2026
- Scott Schneeberger from Oppenheimer set a target price of $696.0 on 02/03/2026
- Arvind Ramnani from Truist Securities set a target price of $739.0 on 01/06/2026
- Rishi Jaluria from RBC Capital set a target price of $850.0 on 11/21/2025
- Kirk Materne from Evercore ISI Group set a target price of $875.0 on 11/18/2025
