Arkadios Wealth Advisors Raises Stock Position in Intuit Inc. $INTU

01 Nov 2025, 09:30 by Amy Steele · The Cerbat Gem

Arkadios Wealth Advisors boosted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 20.4% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,430 shares of the software maker’s stock after buying an additional 412 shares during the period. Arkadios Wealth Advisors’ holdings in Intuit were worth $1,914,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Invesco Ltd. boosted its holdings in shares of Intuit by 1.2% during the 1st quarter. Invesco Ltd. now owns 3,078,686 shares of the software maker’s stock valued at $1,890,282,000 after purchasing an additional 36,513 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Intuit by 4.7% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,841,590 shares of the software maker’s stock valued at $1,130,718,000 after purchasing an additional 82,419 shares during the last quarter. New York Life Investment Management LLC lifted its holdings in shares of Intuit by 1.1% in the 2nd quarter. New York Life Investment Management LLC now owns 41,830 shares of the software maker’s stock valued at $32,947,000 after acquiring an additional 442 shares during the last quarter. Vident Advisory LLC lifted its holdings in shares of Intuit by 22.1% in the 1st quarter. Vident Advisory LLC now owns 46,940 shares of the software maker’s stock valued at $28,821,000 after acquiring an additional 8,510 shares during the last quarter. Finally, Circle Wealth Management LLC lifted its holdings in shares of Intuit by 33.4% in the 1st quarter. Circle Wealth Management LLC now owns 3,451 shares of the software maker’s stock valued at $2,119,000 after acquiring an additional 865 shares during the last quarter. Institutional investors own 83.66% of the company’s stock.

Intuit Stock Up 1.7%

Shares of NASDAQ INTU opened at $667.55 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 1.36 and a quick ratio of 1.36. The company has a market cap of $186.11 billion, a P/E ratio of 48.58, a PEG ratio of 2.53 and a beta of 1.25. Intuit Inc. has a 1 year low of $532.65 and a 1 year high of $813.70. The firm has a 50-day simple moving average of $669.06 and a two-hundred day simple moving average of $701.77.

Intuit (NASDAQ:INTU – Get Free Report) last announced its quarterly earnings data on Thursday, August 21st. The software maker reported $2.75 earnings per share (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 the consensus estimate 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 quarter last year, the firm 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. Research analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 17th. Stockholders of record on Thursday, October 9th were paid a dividend of $1.20 per share. This is a boost 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 of this dividend was Thursday, October 9th. Intuit’s payout ratio is presently 34.93%.

Insider Activity

In other news, Director Richard L. Dalzell sold 333 shares of Intuit 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 completion of the sale, the director owned 14,475 shares of the company’s stock, valued at approximately $9,570,146.25. The trade was a 2.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Scott D. Cook sold 529 shares of Intuit 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 sale, the director directly owned 6,162,547 shares of the company’s stock, valued at $4,098,032,129.53. This represents a 0.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,407 shares of company stock valued at $1,614,913. Corporate insiders own 2.68% of the company’s stock.

Analysts Set New Price Targets

INTU has been the subject of a number of analyst reports. KeyCorp lowered their price target on shares of Intuit from $850.00 to $825.00 and set an “overweight” rating for the company in a report on Friday, August 22nd. Bank of America lowered their price target on shares of Intuit from $875.00 to $800.00 and set a “buy” rating for the company in a report on Friday, August 22nd. Morgan Stanley lowered their price target on shares of Intuit from $900.00 to $880.00 and set an “overweight” rating for the company in a report on Friday, August 22nd. JPMorgan Chase & Co. lowered their price target on shares of Intuit from $770.00 to $750.00 and set an “overweight” rating for the company in a report on Friday, August 22nd. Finally, UBS Group lowered their price target on shares of Intuit from $750.00 to $725.00 and set a “neutral” rating for the company in a report on Friday, August 22nd. One equities 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $791.82.

Read Our Latest Stock Report on Intuit

Intuit Company Profile

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