Intuit Inc. $INTU Stake Boosted by AMG National Trust Bank

01 Nov 2025, 10:06 by Renee Jackson · The Cerbat Gem

AMG National Trust Bank increased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 6.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,405 shares of the software maker’s stock after purchasing an additional 90 shares during the quarter. AMG National Trust Bank’s holdings in Intuit were worth $1,107,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in INTU. Nuveen LLC bought a new position in Intuit during the first quarter worth $882,031,000. Nicholas Hoffman & Company LLC. bought a new position in Intuit during the first quarter worth $785,564,000. Price T Rowe Associates Inc. MD increased its position in Intuit by 7.8% in the first quarter. Price T Rowe Associates Inc. MD now owns 9,018,770 shares of the software maker’s stock worth $5,537,435,000 after buying an additional 649,212 shares during the period. Pictet Asset Management Holding SA increased its position in Intuit by 55.5% in the first quarter. Pictet Asset Management Holding SA now owns 1,053,197 shares of the software maker’s stock worth $646,613,000 after buying an additional 375,742 shares during the period. Finally, Wellington Management Group LLP increased its position in Intuit by 6.8% in the first quarter. Wellington Management Group LLP now owns 5,655,249 shares of the software maker’s stock worth $3,472,266,000 after buying an additional 358,328 shares during the period. 83.66% of the stock is currently owned by institutional investors.

Insider Activity at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, September 11th. The stock was sold at an average price of $661.15, for a total transaction of $220,162.95. Following the completion of the transaction, the director owned 14,475 shares of the company’s stock, valued at $9,570,146.25. This trade represents a 2.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Sandeep Aujla sold 1,170 shares of the firm’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $677.06, for a total value of $792,160.20. Following the transaction, the chief financial officer directly owned 1,295 shares of the company’s stock, valued at $876,792.70. This represents a 47.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,407 shares of company stock valued at $1,614,913 over the last 90 days. 2.68% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

INTU has been the topic of several analyst reports. Barclays dropped their target price on Intuit from $815.00 to $785.00 and set an “overweight” rating on the stock in a research report on Friday, August 22nd. Zacks Research lowered Intuit from a “strong-buy” rating to a “hold” rating in a research report on Thursday, August 21st. UBS Group dropped their target price on Intuit from $750.00 to $725.00 and set a “neutral” rating on the stock in a research report on Friday, August 22nd. Wall Street Zen raised Intuit from a “hold” rating to a “buy” rating in a research report on Sunday, October 12th. Finally, Stifel Nicolaus dropped their target price on Intuit from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Friday, August 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $791.82.

Get Our Latest Analysis on INTU

Intuit Price Performance

Shares of INTU opened at $667.55 on Friday. The firm has a market capitalization of $186.11 billion, a price-to-earnings ratio of 48.58, a price-to-earnings-growth ratio of 2.53 and a beta of 1.25. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.36 and a current ratio of 1.36. Intuit Inc. has a one year low of $532.65 and a one year high of $813.70. The stock’s fifty day moving average is $669.06 and its 200-day moving average is $701.77.

Intuit (NASDAQ:INTU – Get Free Report) last issued its quarterly earnings results on Thursday, August 21st. The software maker reported $2.75 EPS for the quarter, beating analysts’ consensus estimates of $2.66 by $0.09. The company had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.75 billion. Intuit had a return on equity of 22.72% and a net margin of 20.55%.The company’s quarterly revenue was up 20.3% compared to the same quarter last year. During the same period last year, the company earned $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. Equities analysts anticipate that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 17th. Investors of record on Thursday, October 9th were paid 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 yield of 0.7%. The ex-dividend date of this dividend was Thursday, October 9th. Intuit’s dividend payout ratio (DPR) is 34.93%.

Intuit Profile

(Free Report)

Intuit Inc provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax.