Buyback acceleration ignites debate: Intuit's move to ramp up share repurchases and suspend insider sales has sparked lively discussion on social media. Many see it as a clear endorsement of the company's value, especially after shares lagged the market by double digits this year. Sentiment leans toward management signaling undervaluation at current levels around $480.
Analyst upgrades fuel optimism: Fresh Buy ratings from Redburn Atlantic and Rothschild & Co, with targets near $700, underscore Intuit's defenses against AI threats in TurboTax and QuickBooks. Posters emphasize robust revenue forecasts and moats from data and regulations. This contrasts earlier worries over AI headwinds curbing growth.
Long-term growth in focus: Amid the stock's 40% drop from peaks, conversations highlight projected 15% EPS expansion and inclusion in quality growth lists. Options activity suggests hedging by big holders, blending caution with conviction. Overall vibe remains cautiously optimistic on enduring financial software dominance.
Note: This discussion summary was generated from an AI condensation of post data.
Intuit Insider Trading Activity
Intuit insiders have traded $INTU stock on the open market 111 times in the past 6 months. Of those trades, 0 have been purchases and 111 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 6 sales selling 1,998 shares for an estimated $1,112,163.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuit Revenue
Intuit had revenues of $4.7B in Q2 2026. This is an increase of 17.36% from the same period in the prior year.
You can track INTU financials on Quiver Quantitative's INTU stock page.
Intuit Congressional Stock Trading
Members of Congress have traded $INTU stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 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 3 times. They made 2 purchases worth up to $100,000 on 12/29, 09/24 and 1 sale worth up to $50,000 on 02/25.
- REPRESENTATIVE RICK W. ALLEN has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 02/19, 02/18.
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/01 and 1 sale worth up to $15,000 on 02/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuit Hedge Fund Activity
We have seen 1,067 institutional investors add shares of Intuit stock to their portfolio, and 1,128 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 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, check out Quiver Quantitative's $INTU forecast page.
Intuit Price Targets
Multiple analysts have issued price targets for $INTU recently. We have seen 11 analysts offer price targets for $INTU in the last 6 months, with a median target of $600.0.
Here are some recent targets:
- Omar Sheikh from Rothschild & Co set a target price of $700.0 on 03/10/2026
- Siti Panigrahi from Mizuho set a target price of $600.0 on 03/02/2026
- Steven Enders from Citigroup set a target price of $649.0 on 03/02/2026
- Kash Rangan from Goldman Sachs set a target price of $519.0 on 03/02/2026
- Kirk Materne from Evercore ISI Group set a target price of $540.0 on 02/27/2026
- Scott Schneeberger from Oppenheimer set a target price of $558.0 on 02/27/2026
- Rishi Jaluria from RBC Capital set a target price of $600.0 on 02/27/2026
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.
