Nisa Investment Advisors LLC Increases Stake in Intuit Inc. $INTU

09 Jan 2026, 10:16 by Renee Jackson · The Cerbat Gem

Nisa Investment Advisors LLC increased its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 2.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 114,675 shares of the software maker’s stock after acquiring an additional 2,814 shares during the period. Nisa Investment Advisors LLC’s holdings in Intuit were worth $78,313,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. KMG Fiduciary Partners LLC grew its stake in shares of Intuit by 1.8% during the 2nd quarter. KMG Fiduciary Partners LLC now owns 771 shares of the software maker’s stock valued at $607,000 after buying an additional 14 shares during the period. Pinnacle Bancorp Inc. grew its position in Intuit by 3.9% during the second quarter. Pinnacle Bancorp Inc. now owns 376 shares of the software maker’s stock valued at $296,000 after acquiring an additional 14 shares during the period. Weaver Capital Management LLC increased its stake in Intuit by 1.3% during the second quarter. Weaver Capital Management LLC now owns 1,127 shares of the software maker’s stock worth $888,000 after acquiring an additional 14 shares during the last quarter. May Hill Capital LLC raised its holdings in shares of Intuit by 4.2% in the 2nd quarter. May Hill Capital LLC now owns 345 shares of the software maker’s stock worth $272,000 after purchasing an additional 14 shares during the period. Finally, Moody Lynn & Lieberson LLC lifted its stake in shares of Intuit by 0.9% in the 2nd quarter. Moody Lynn & Lieberson LLC now owns 1,672 shares of the software maker’s stock valued at $1,317,000 after purchasing an additional 15 shares in the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit Stock Performance

Intuit stock opened at $652.75 on Friday. Intuit Inc. has a 12-month low of $532.65 and a 12-month high of $813.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.39 and a quick ratio of 1.39. The company has a market capitalization of $181.64 billion, a price-to-earnings ratio of 44.62, a price-to-earnings-growth ratio of 2.67 and a beta of 1.25. The firm’s fifty day moving average price is $656.76 and its 200 day moving average price is $692.18.

Intuit (NASDAQ:INTU – Get Free Report) last posted its quarterly earnings data on Thursday, November 20th. The software maker reported $3.34 earnings per share for the quarter, beating analysts’ consensus estimates of $3.09 by $0.25. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The company had revenue of $3.87 billion during the quarter, compared to analysts’ expectations of $3.76 billion. During the same period in the prior year, the company posted $2.50 EPS. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. On average, research analysts forecast that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Friday, January 9th will be paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. Intuit’s dividend payout ratio is 32.81%.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

Positive Sentiment: TD Cowen initiated coverage with a “buy” rating and an $802 price target (~23% upside), providing bullish institutional endorsement that can support demand and momentum. Read More.
Positive Sentiment: Truist began coverage with a “buy” and a $739 target, a second recent institutional buy-side call that bolsters the positive narrative among growth investors. Read More.
Positive Sentiment: Coverage and press on Intuit’s SMB Media Labs (CES) highlight a push into advertising/media for small businesses — a potential new revenue stream that supports longer-term growth expectations. Read More.
Neutral Sentiment: Analyst roundups and Wall Street write-ups (Zacks, 24/7 Wall St.) recap existing bullish coverage but don’t add a fresh fundamental catalyst; useful for gauging sentiment flow. Read More.
Neutral Sentiment: Intuit declared a $1.20 quarterly dividend (ex-dividend Jan. 9, payable Jan. 16) — a modest yield that supports income-oriented holders but is unlikely to materially change near-term price direction. Read More.
Negative Sentiment: CEO Sasan Goodarzi sold 41,000 shares at an average ~$650.10 (≈$26.65M) on Jan. 7, reducing his direct stake by ~75% — a large, visible insider disposition that often weighs on near-term sentiment even when sales are for personal/liquidity reasons. Read More.
Negative Sentiment: CFO Sandeep Aujla also reported a recent sale (1,335 shares), another insider reduction that can amplify investor caution. Read More.
Negative Sentiment: Wells Fargo downgraded INTU from “overweight” to “equal weight” and trimmed its price objective to $700 (from $840), removing a prior positive catalyst and signaling more cautious near-term expectations. Read More.

Insider Activity at Intuit

In other news, CFO Sandeep Aujla sold 1,335 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $629.46, for a total value of $840,329.10. Following the sale, the chief financial officer owned 536 shares in the company, valued at approximately $337,390.56. This represents a 71.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the transaction, the chief executive officer directly owned 13,611 shares in the company, valued at $8,848,511.10. The trade was a 75.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 388,464 shares of company stock worth $255,514,393 over the last three months. 2.49% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

INTU has been the subject of a number of research analyst reports. Rothschild & Co Redburn increased their target price on shares of Intuit from $560.00 to $670.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 23rd. Truist Financial assumed coverage on shares of Intuit in a research report on Tuesday. They issued a “buy” rating and a $739.00 price objective for the company. Wells Fargo & Company reissued an “equal weight” rating and issued a $700.00 target price (down previously from $840.00) on shares of Intuit in a research note on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Intuit in a report on Wednesday, October 8th. Finally, Daiwa Capital Markets raised their price objective on Intuit from $770.00 to $800.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $790.00.

View Our Latest Research Report on Intuit

About Intuit

(Free Report)

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.