59,876 Intuit Inc. $INTU shares acquired by Vest Financial LLC. October 22, 2026 Key points. * Vest Financial LLC increased its Intuit stake by 166.7% in the third quarter, acquiring 59,876 additional shares to hold 95,789 shares valued at approximately $26.4 million. Institutional investors collectively own 83.66% of Intuit. * Intuit exceeded quarterly expectations, reporting $4.03 in adjusted EPS and $4.35 billion in revenue, up 13.7% year over year. The company also raised its quarterly dividend to $1.38 per share, implying a 1.6% yield. * Analyst sentiment is mixed: the consensus rating is "Hold" with an average price target of $431.55, while JPMorgan downgraded the stock to "Neutral" and other firms lowered targets amid valuation, competition and execution concerns. * Tracking Intuit through earnings season? MarketBeat All Access sends real-time alerts on ratings, earnings, and news - $149 a year, locked in for as long as you stay. Vest Financial LLC raised its position in Intuit Inc. (NASDAQ:INTU - Free Report) by 166.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 95,789 shares of the software maker's stock after acquiring an additional 59,876 shares during the quarter. Vest Financial LLC's holdings in Intuit were worth $26,410,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently added to or reduced their stakes in INTU. Janney Montgomery Scott LLC raised its stake in Intuit by 119.5% in the first quarter. Janney Montgomery Scott LLC now owns 86,618 shares of the software maker's stock valued at $37,452,000 after buying an additional 47,148 shares in the last quarter. Beacon Pointe Advisors LLC purchased a new stake in Intuit during the 2nd quarter worth about $1,643,000. J. Safra Sarasin Holding AG lifted its holdings in Intuit by 831.4% during the 1st quarter. J. Safra Sarasin Holding AG now owns 27,337 shares of the software maker's stock worth $11,817,000 after buying an additional 24,402 shares during the last quarter. Lindsell Train Ltd boosted its position in shares of Intuit by 20.2% during the 1st quarter. Lindsell Train Ltd now owns 733,699 shares of the software maker's stock worth $317,237,000 after acquiring an additional 123,448 shares in the last quarter. Finally, Cygnus Capital Advisors LLC acquired a new position in shares of Intuit during the 2nd quarter worth about $4,706,000. Institutional investors and hedge funds own 83.66% of the company's stock. Intuit news roundup. Here are the key news stories impacting Intuit this week: * Free Credit Karma Tax launch expands customer reach. Intuit introduced free federal tax filing through Credit Karma Tax, with faster refunds and AI-powered financial guidance. The offering could increase engagement across the Credit Karma ecosystem and create opportunities to cross-sell financial products. * Credit Karma continues to grow. Credit Karma revenue increased 20% to $2.64 billion in fiscal 2026. Investors are watching whether insurance and other offerings can diversify the business beyond personal loans and credit cards as lending standards tighten. * Analyst expectations remain constructive. Wall Street's consensus price target implies roughly 26% potential upside, while favorable earnings-estimate revisions could provide near-term support. Intuit is also participating in AI-related growth through partnerships such as its expanded advisory arrangement with Aprio. * AI is a longer-term opportunity, not an immediate earnings catalyst. Broader commentary argues that AI investment may continue for several years, but Intuit faces execution and monetization questions alongside other enterprise-software companies. * Recent underperformance has renewed sell-side concerns. Intuit has lagged the broader market over the past six months, partly because of softer quarterly results. Bearish commentary highlights valuation, competition, cost pressures and uncertainty over whether new AI and Credit Karma initiatives can accelerate growth quickly enough. Intuit stock performance. Shares of INTU opened at $335.61 on Thursday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.51 and a current ratio of 1.51. The stock has a market capitalization of $89.69 billion, a P/E ratio of 20.34, a P/E/G ratio of 1.11 and a beta of 1.01. The company's fifty day moving average is $320.98 and its two-hundred day moving average is $325.91. Intuit Inc. has a 1 year low of $252.84 and a 1 year high of $689.17. Intuit (NASDAQ:INTU - Get Free Report) last announced its quarterly earnings data on Tuesday, August 25th. The software maker reported $4.03 earnings per share for the quarter, beating analysts' consensus estimates of $3.58 by $0.45. Intuit had a return on equity of 25.97% and a net margin of 21.29%. The company had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.27 billion. During the same quarter in the previous year, the company earned $2.75 EPS. The firm's revenue for the quarter was up 13.7% compared to the same quarter last year. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. On average, sell-side analysts predict that Intuit Inc. will post 23.02 earnings per share for the current year. Intuit increases dividend. The company also recently declared a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, October 8th were paid a dividend of $1.38 per share. This is a boost from Intuit's previous quarterly dividend of $1.20. The ex-dividend date of this dividend was Thursday, October 8th. This represents a $5.52 annualized dividend and a dividend yield of 1.6%. Intuit's dividend payout ratio is presently 33.45%. Insider buying and selling at Intuit. In other news, CAO Lauren D. Hotz sold 907 shares of the company's stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $346.54, for a total value of $314,311.78. Following the sale, the chief accounting officer directly owned 1,628 shares in the company, valued at $564,167.12. This represents a 35.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Richard L. Dalzell sold 285 shares of the company's stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $325.36, for a total transaction of $92,727.60. Following the completion of the transaction, the director owned 11,531 shares in the company, valued at approximately $3,751,726.16. This trade represents a 2.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 2.49% of the company's stock. Analyst ratings changes. Several brokerages have recently weighed in on INTU. JPMorgan Chase & Co. lowered Intuit from an "overweight" rating to a "neutral" rating and cut their target price for the stock from $605.00 to $331.00 in a research report on Wednesday, August 26th. Jefferies Financial Group lowered their price target on Intuit from $550.00 to $500.00 and set a "buy" rating for the company in a report on Sunday, August 23rd. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Intuit in a report on Tuesday, September 8th. Wolfe Research lowered shares of Intuit from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, August 26th. Finally, KeyCorp set a $400.00 price objective on shares of Intuit in a report on Wednesday, August 26th. Sixteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $431.55. Intuit company profile. Intuit Inc is a global financial technology and business software company that develops products designed to help consumers, small businesses and accounting professionals manage finances, taxes and marketing. Its ecosystem combines financial management, tax preparation, accounting, payments and customer relationship tools. The company's principal products include TurboTax for tax preparation, QuickBooks for accounting, invoicing, payroll and payments, Credit Karma for personal financial services, and Mailchimp for marketing automation and customer engagement. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Intuit, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Intuit wasn't on the list. While Intuit currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation. Inside this report, you'll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America. Continue following MarketBeat

September's Top Ads showed the mechanism, then the next tap. * October 21, 2026 A woman's gaming monitor dies. She picks up her phone, activates her phone and utility bills in an app, and watches her credit score climb as the screen turns green. The ad ends with her walking in carrying a new monitor, chair, speakers and lights. That Credit Karma spot scored 21 points above the norm on CTV and came in fourth on September's Top Ads list. It also shows a common pattern behind the month's top performers. The best ads this month showed the mechanism, then showed the next tap. They opened on a friction the viewer already owns, and they tied the brand to a specific moment. Show the mechanism. Marketers have known for a long time that abstract benefits are hard to sell. A credit score is a number on a screen, and its payoff is years away. But people do respond to outcomes they can picture soon, which is why so many ads swap the abstract benefit for something tangible, like a new monitor and chair. Fixodent drew its benefit. An illustration showed the adhesive sealing gaps against food, followed by a with-and-without comparison of irritated gums and a clean seal. The ad scored 15 points above the norm on Linear. Apple Watch showed the "low cardio fitness" alert and then the person responding to it, jumping in a pool and running, for 12 points on Linear. Chewy, the top Linear ad at 24 points, showed the order notification, the box arriving and a cat eating from a china dish. Each ad answers "how does this work" by letting the viewer watch it work. People are more likely to believe what they see happen. Open on a friction the viewer already owns. NFL+ opened on a dad stuck assembling furniture while the game plays elsewhere in the house. Domino's opened on "you want your thing, and I want my thing," a group-ordering problem anyone who has split a pizza order will recognize. Credit Karma started with the dead monitor, and Fixodent with a man who had fallen into eating alone after getting dentures. Each ad named a problem first, and the product arrived as the resolution. That gives the viewer a personal stake in the opening seconds, before any claim is made. The pattern extends what MarketCast Inc. saw in August, when the top ads showed people something they already recognized as true. You can read that analysis in last month's post. Tie the brand to a named moment. Pepsi's top CTV ad, at 43 points above the norm, put a referee through a grocery display to call "false start" on hot dogs without Pepsi. A tailgate gave the brand a specific buying situation, and the display sat in the first frame so the joke and the brand landed together. It led the CTV board by 11 points. Amazon's Spanish :15 for Prime Big Deal Days scored 30 points above the norm with no dialogue. The October 6-7 dates appeared in the opening seconds and again at the end, a firm deadline that does more work than "limited time." Arby's pitched Steak Nuggets as the thing to eat on game day, and the ad scored 15 points above the norm on Linear. One caution on this habit: about seven ads across the two lists share football or fall cues, so the season may be lifting the whole board. MarketCast Inc. can't separate the calendar from the creative. What the top ads share is specificity, a tailgate with hot dogs, a two-day window with dates on screen, game day with steak nuggets. A generic occasion gives a brand a fragile connection, with no situation to own. Three questions for your next rough cut. Before the next creative review, put these to the cut: * Could a viewer repeat the action after watching once? * Does the opening name a problem your target viewer has? * Does the ad tie the brand to a moment with a date, a setting or a situation? See every September ad ranked, with CTV and Linear scores for each, on the full top ads leaderboard.