Intuit Inc. $INTU Shares Sold by Heritage Investors Management Corp

31 Oct 2025, 09:54 by Jessica Moore · The Cerbat Gem

Heritage Investors Management Corp decreased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 17.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,338 shares of the software maker’s stock after selling 290 shares during the period. Heritage Investors Management Corp’s holdings in Intuit were worth $1,054,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in INTU. Dogwood Wealth Management LLC boosted its position in shares of Intuit by 111.8% during the 2nd quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock valued at $28,000 after purchasing an additional 19 shares in the last quarter. Vista Cima Wealth Management LLC bought a new position in shares of Intuit during the 1st quarter valued at about $31,000. CBIZ Investment Advisory Services LLC boosted its position in shares of Intuit by 1,566.7% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 50 shares of the software maker’s stock valued at $31,000 after purchasing an additional 47 shares in the last quarter. LGT Financial Advisors LLC bought a new position in shares of Intuit during the 2nd quarter valued at about $32,000. Finally, TD Capital Management LLC boosted its position in shares of Intuit by 511.1% during the 1st quarter. TD Capital Management LLC now owns 55 shares of the software maker’s stock valued at $34,000 after purchasing an additional 46 shares in the last quarter. Institutional investors own 83.66% of the company’s stock.

Intuit Stock Performance

INTU stock opened at $656.18 on Friday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.36 and a current ratio of 1.36. The stock has a market cap of $182.94 billion, a P/E ratio of 47.76, a P/E/G ratio of 2.53 and a beta of 1.25. The firm has a 50 day simple moving average of $668.96 and a 200 day simple moving average of $701.25. Intuit Inc. has a 52 week low of $532.65 and a 52 week high of $813.70.

Intuit (NASDAQ:INTU – Get Free Report) last posted its quarterly earnings results on Thursday, August 21st. The software maker reported $2.75 EPS for the quarter, topping the consensus estimate of $2.66 by $0.09. The business had revenue of $3.83 billion during the quarter, compared to analysts’ expectations of $3.75 billion. Intuit had a net margin of 20.55% and a return on equity of 22.72%. The firm’s quarterly revenue was up 20.3% compared to the same quarter last year. During the same period last year, the company posted $1.99 earnings per share. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. Research analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 17th. Investors of record on Thursday, October 9th were issued a dividend of $1.20 per share. This is an increase from Intuit’s previous quarterly dividend of $1.04. This represents a $4.80 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Thursday, October 9th. Intuit’s dividend payout ratio is 34.93%.

Analyst Ratings Changes

INTU has been the subject of several research reports. Barclays reduced their price objective on shares of Intuit from $815.00 to $785.00 and set an “overweight” rating for the company in a research report on Friday, August 22nd. Oppenheimer raised their price objective on shares of Intuit from $742.00 to $868.00 and gave the company an “outperform” rating in a research report on Monday, July 28th. KeyCorp dropped their target price on shares of Intuit from $850.00 to $825.00 and set an “overweight” rating on the stock in a research report on Friday, August 22nd. Citigroup cut their price target on shares of Intuit from $815.00 to $803.00 and set a “buy” rating on the stock in a report on Friday, August 22nd. Finally, Stifel Nicolaus decreased their price objective on shares of Intuit from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $791.82.

Read Our Latest Stock Report on INTU

Insider Buying and Selling

In related news, Director Scott D. Cook sold 529 shares of the firm’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $664.99, for a total transaction of $351,779.71. Following the completion of the sale, the director directly owned 6,162,547 shares in the company, valued at approximately $4,098,032,129.53. This trade represents a 0.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction that occurred on Thursday, September 11th. The shares were sold at an average price of $661.15, for a total transaction of $220,162.95. Following the transaction, the director directly owned 14,475 shares in the company, valued at approximately $9,570,146.25. The trade was a 2.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 2,407 shares of company stock worth $1,614,913. 2.68% of the stock is owned by company insiders.

About Intuit

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