Applied Finance Capital Management LLC Acquires New Position in Intuit Inc. $INTU

Posted by Geri Gentry on May 16th, 2026

Applied Finance Capital Management LLC purchased a new position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 1,786 shares of the software maker’s stock, valued at approximately $1,183,000.

A number of other large investors also recently bought and sold shares of INTU. Joseph Group Capital Management acquired a new stake in Intuit in the 4th quarter valued at about $25,000. MTM Investment Management LLC lifted its stake in Intuit by 135.0% in the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock valued at $32,000 after buying an additional 27 shares during the last quarter. Pin Oak Investment Advisors Inc. bought a new stake in Intuit in the third quarter valued at $33,000. Richardson Financial Services Inc. raised its position in Intuit by 70.0% in the third quarter. Richardson Financial Services Inc. now owns 51 shares of the software maker’s stock worth $35,000 after acquiring an additional 21 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its stake in Intuit by 54.3% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock worth $36,000 after purchasing an additional 19 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

Positive Sentiment: Investor sentiment is improving around INTU’s valuation after a year of share-price weakness, with a new article arguing the stock may be oversold and potentially attractive for long-term buyers. Is Intuit Stock Oversold Now, Finally Making It a Buy?
Positive Sentiment: Coverage ahead of Q3 earnings highlights that Wall Street will be watching Intuit’s key metrics closely, which can reinforce expectations that the company continues to post double-digit growth and may deliver another solid quarter. Ahead of Intuit (INTU) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Positive Sentiment: Intuit also drew attention for expanding its Enterprise Suite with AI-powered automation and analytics, signaling continued product innovation that could support mid-market growth and future recurring revenue. Intuit Expands Enterprise Suite With AI: Will It Boost Growth?

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on INTU shares. Erste Group Bank upgraded Intuit to a “hold” rating in a report on Monday, April 27th. Barclays reiterated an “overweight” rating and set a $540.00 price objective on shares of Intuit in a research note on Monday, March 16th. Argus dropped their price objective on Intuit from $780.00 to $580.00 and set a “buy” rating for the company in a research note on Wednesday, March 4th. BMO Capital Markets dropped their price objective on Intuit from $624.00 to $550.00 and set an “outperform” rating for the company in a research note on Friday, February 27th. Finally, JPMorgan Chase & Co. dropped their price objective on Intuit from $750.00 to $605.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, six have issued a Hold rating and one has given 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 $634.26.

Get Our Latest Analysis on INTU

Insider Buying and Selling at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the transaction, the director directly owned 13,253 shares of the company’s stock, valued at approximately $5,836,621.20. This trade represents a 2.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 2.49% of the stock is owned by insiders.

Intuit Stock Up 3.9%

INTU stock opened at $393.00 on Friday. The firm has a market capitalization of $108.68 billion, a PE ratio of 25.45, a P/E/G ratio of 1.52 and a beta of 1.04. The stock’s 50 day moving average is $413.60 and its 200-day moving average is $521.20. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. Intuit Inc. has a twelve month low of $342.11 and a twelve month high of $813.70.

Intuit (NASDAQ:INTU – Get Free Report) last issued its earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.68 by $0.47. The firm had revenue of $4.65 billion for the quarter, compared to analyst estimates of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The business’s revenue was up 17.4% on a year-over-year basis. During the same period in the previous year, the company posted $3.32 earnings per share. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Sell-side analysts expect that Intuit Inc. will post 17.44 EPS for the current fiscal year.

Intuit Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, April 9th were paid a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.2%. The ex-dividend date was Thursday, April 9th. Intuit’s dividend payout ratio (DPR) is currently 31.09%.

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.