Intuit rises as traders position ahead of earnings and refocus on AI-driven product updates

Intuit Inc. (INTU) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks like a rebound as investors position ahead of Intuit’s upcoming earnings report and re-engage with the company’s recent product and AI announcements. After recent volatility in large-cap software, incremental “good news” around mid-market capabilities and AI partnerships can amplify upside on any risk-on session.

Details:

Intuit is approaching its next scheduled earnings report on May 20, 2026, a common catalyst for short-term repositioning and risk rebalancing.

The company recently highlighted Spring 2026 updates to Intuit Enterprise Suite, including additional reporting and workflow enhancements aimed at mid-market, multi-entity customers.

Intuit announced a multi-year AI partnership with Anthropic to enable customizable AI agents on Intuit’s platform, with initial experiences expected to begin rolling out in spring 2026.

Intuit also rolled out Intuit-powered apps inside ChatGPT as part of its strategic partnership work on “Financial Intelligence,” reinforcing its AI roadmap narrative.

Sources:

Intuit Investor Relations, Intuit Enterprise Blog, Intuit Blog, Nasdaq, Investing.com

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 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.

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$INTU Hedge Fund Activity

We have seen 981 institutional investors add shares of $INTU stock to their portfolio, and 1,293 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
WELLINGTON MANAGEMENT GROUP LLP removed 1,347,775 shares (-37.4%) from their portfolio in Q1 2026, for an estimated $579,354,561
JPMORGAN CHASE & CO added 1,139,677 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $754,944,838
UBS GROUP AG added 1,112,851 shares (+115.7%) to their portfolio in Q1 2026, for an estimated $478,370,130
BLACKROCK, INC. removed 955,251 shares (-3.6%) from their portfolio in Q1 2026, for an estimated $410,624,194
COATUE MANAGEMENT LLC removed 839,460 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $556,075,093
GENERATION INVESTMENT MANAGEMENT LLP added 823,962 shares (+inf%) to their portfolio in Q1 2026, for an estimated $354,188,305

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 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.

$INTU 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 $INTU, check out Quiver Quantitative's $INTU forecast page.

$INTU 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:

Jared Levine from TD Cowen set a target price of $576.0 on 05/11/2026
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
Kash Rangan from Goldman Sachs set a target price of $519.0 on 03/02/2026
Steven Enders from Citigroup set a target price of $649.0 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

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.