AI Strategy Success: Recent chatter on social media about Intuit has centered on its strong quarterly performance and AI-driven initiatives. Posts highlight a significant earnings beat, with some noting a stock price increase of over 4% following the news. The focus on AI integration is seen as a key driver for future growth.
Mixed Guidance Reactions: Despite the positive earnings, social media discussions also point to concerns over softer guidance for upcoming quarters. Some users noted a dip in stock momentum due to investor expectations not being fully met. This has sparked debates about the sustainability of recent gains.
Market Competition: Another thread of conversation revolves around potential competition in the financial tech space, especially with AI innovations from other firms. There’s curiosity about how Intuit will maintain its edge amidst evolving market dynamics. The tone reflects both optimism and caution among observers.
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 107 times in the past 6 months. Of those trades, 0 have been purchases and 107 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 85 sales selling 343,492 shares for an estimated $226,083,074.
- SANDEEP AUJLA (EVP and CFO) has made 0 purchases and 4 sales selling 5,421 shares for an estimated $4,099,004.
- RICHARD L DALZELL has made 0 purchases and 14 sales selling 2,997 shares for an estimated $2,098,846.
- LAUREN D HOTZ (SVP, Chief Accounting Officer) sold 1,738 shares for an estimated $1,363,014
- MARK P. NOTARAINNI (EVP, Consumer Group) sold 1,146 shares for an estimated $887,582
- ALEX G. BALAZS (EVP, Chief Technology Officer) has made 0 purchases and 2 sales selling 881 shares for an estimated $689,399.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Intuit Revenue
Intuit had revenues of $3.9B in Q1 2026. This is an increase of 17.73% 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, 5 have been purchases and 2 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 purchased up to $50,000 on 09/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 08/13, 06/17 and 2 sales worth up to $30,000 on 09/11, 06/24.
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 09/02.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 06/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Intuit Hedge Fund Activity
We have seen 1,136 institutional investors add shares of Intuit stock to their portfolio, and 988 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 added 3,338,608 shares (+100.1%) to their portfolio in Q3 2025, for an estimated $2,279,968,789
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,916,133 shares (-23.3%) from their portfolio in Q3 2025, for an estimated $1,308,546,387
- WELLINGTON MANAGEMENT GROUP LLP removed 1,828,083 shares (-31.2%) from their portfolio in Q3 2025, for an estimated $1,248,416,161
- JPMORGAN CHASE & CO added 1,748,269 shares (+19.8%) to their portfolio in Q3 2025, for an estimated $1,193,910,382
- BLACKROCK, INC. added 1,672,758 shares (+6.5%) to their portfolio in Q3 2025, for an estimated $1,142,343,165
- ALLIANCEBERNSTEIN L.P. added 1,295,199 shares (+183.8%) to their portfolio in Q3 2025, for an estimated $884,504,349
- PARNASSUS INVESTMENTS, LLC removed 1,134,238 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $774,582,472
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 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 11/21/2025
- RBC Capital issued a "Outperform" rating on 11/21/2025
- Wells Fargo issued a "Overweight" rating on 11/21/2025
- Evercore ISI Group issued a "Outperform" rating on 11/18/2025
- Keybanc issued a "Overweight" rating on 08/22/2025
- Citigroup issued a "Buy" rating on 08/22/2025
- B of A Securities issued a "Buy" rating on 08/22/2025
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 13 analysts offer price targets for $INTU in the last 6 months, with a median target of $810.0.
Here are some recent targets:
- Rishi Jaluria from RBC Capital set a target price of $850.0 on 11/21/2025
- Daniel Jester from BMO Capital set a target price of $810.0 on 11/21/2025
- Michael Turrin from Wells Fargo set a target price of $840.0 on 11/21/2025
- Kirk Materne from Evercore ISI Group set a target price of $875.0 on 11/18/2025
- Steven Enders from Citigroup set a target price of $803.0 on 08/22/2025
- Brad Sills from B of A Securities set a target price of $800.0 on 08/22/2025
- Mark Murphy from JP Morgan set a target price of $750.0 on 08/22/2025
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.
