Earnings Beat Overshadowed: Recent earnings from Intuit showed revenue rising 10 percent to 8.6 billion dollars alongside a 49 percent jump in GAAP EPS, with management raising full-year guidance as QuickBooks, TurboTax, and Credit Karma all posted solid growth. Social media commentary noted the results as strong across most segments yet focused heavily on the stock's sharp post-report decline.
Restructuring Concerns: Analysts and observers pointed to restructuring charges and layoffs as key drivers behind the selloff, with TurboTax growth slowing to 7 percent amid competition from lower-cost alternatives and the IRS Direct File initiative. Broader market reactions emphasized how these factors overshadowed underlying operational improvements including share repurchases and a dividend increase.
Longer-Term Views: Sentiment across social media remained mixed, with some highlighting the stock's 33 percent year-to-date drop as creating potential opportunity while others stressed ongoing pressures from tax-preparation industry shifts. Discussions continue to weigh the company's AI initiatives and free-cash-flow trends against near-term headwinds.
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 110 times in the past 6 months. Of those trades, 0 have been purchases and 110 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 3 sales selling 2,432 shares for an estimated $1,581,269.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Intuit Revenue
Intuit had revenues of $8.6B in Q3 2026. This is an increase of 10.37% from the same period in the prior year.
You can track INTU financials on Quiver Quantitative's INTU stock page.
You can access data on INTU stock through the Quiver Quantitative API.
Intuit Congressional Stock Trading
Members of Congress have traded $INTU stock 9 times in the past 6 months. Of those trades, 1 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $INTU stock by members of Congress over the last 6 months:
- 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 MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 12/29 and 1 sale worth up to $50,000 on 02/25.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/20.
- 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 sold up to $15,000 on 02/02.
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.
Intuit Hedge Fund Activity
We have seen 1,000 institutional investors add shares of Intuit stock to their portfolio, and 1,336 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,972,719 shares (+102.5%) to their portfolio in Q1 2026, for an estimated $847,992,989
- EAGLE CAPITAL MANAGEMENT LLC added 1,782,288 shares (+330.7%) to their portfolio in Q1 2026, for an estimated $766,134,319
- ALLIANCEBERNSTEIN L.P. removed 1,489,465 shares (-62.7%) from their portfolio in Q1 2026, for an estimated $640,261,424
- BROWN ADVISORY INC removed 1,415,290 shares (-55.7%) from their portfolio in Q1 2026, for an estimated $608,376,559
- WELLINGTON MANAGEMENT GROUP LLP removed 1,347,775 shares (-37.4%) from their portfolio in Q1 2026, for an estimated $579,354,561
- ROYAL BANK OF CANADA removed 1,315,110 shares (-62.4%) from their portfolio in Q1 2026, for an estimated $565,313,184
- JPMORGAN CHASE & CO added 1,139,677 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $754,944,838
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.
Intuit Analyst Ratings
Wall Street analysts have issued reports on $INTU in the last several months. We have seen 1 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
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 17 analysts offer price targets for $INTU in the last 6 months, with a median target of $443.0.
Here are some recent targets:
- Alex Markgraff from Keybanc set a target price of $450.0 on 05/21/2026
- Brent Thill from Jefferies set a target price of $550.0 on 05/21/2026
- Michael Turrin from Wells Fargo set a target price of $360.0 on 05/21/2026
- Daniel Jester from BMO Capital set a target price of $412.0 on 05/21/2026
- Rishi Jaluria from RBC Capital set a target price of $500.0 on 05/21/2026
- Raimo Lenschow from Barclays set a target price of $443.0 on 05/21/2026
- Brad Reback from Stifel set a target price of $375.0 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.
