Unique Wealth LLC Has $843,000 Position in Intuit Inc. $INTU

Posted by Brian Himes on Jun 26th, 2026

Unique Wealth LLC lowered its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 51.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,949 shares of the software maker’s stock after selling 2,083 shares during the period. Unique Wealth LLC’s holdings in Intuit were worth $843,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of INTU. Joseph Group Capital Management acquired a new position in Intuit during the fourth quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in Intuit during the 4th quarter worth about $25,000. Pin Oak Investment Advisors Inc. purchased a new position in Intuit during the 3rd quarter valued at about $33,000. Birchwood Financial Partners Inc. purchased a new position in Intuit during the 4th quarter valued at about $33,000. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in shares of Intuit by 54.3% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock valued at $36,000 after purchasing an additional 19 shares during the period. Institutional investors and hedge funds own 83.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on INTU. Guggenheim set a $633.00 price target on shares of Intuit in a research report on Monday, March 16th. Wall Street Zen downgraded shares of Intuit from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Truist Financial dropped their price objective on shares of Intuit from $500.00 to $410.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. JPMorgan Chase & Co. decreased their target price on shares of Intuit from $750.00 to $605.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. Finally, Evercore lowered their price target on shares of Intuit from $540.00 to $400.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Twenty-two investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $498.40.

View Our Latest Stock Report on INTU

Insider Activity

In other news, Director Vasant M. Prabhu purchased 500 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were bought at an average price of $309.71 per share, with a total value of $154,855.00. Following the completion of the transaction, the director directly owned 1,750 shares in the company, valued at $541,992.50. This trade represents a 40.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Richard L. Dalzell sold 284 shares of the business’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $262.32, for a total transaction of $74,498.88. Following the completion of the sale, the director owned 11,758 shares of the company’s stock, valued at $3,084,358.56. The trade was a 2.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,239 shares of company stock valued at $348,354. 2.49% of the stock is currently owned by corporate insiders.

Intuit Stock Down 2.7%

Shares of Intuit stock opened at $255.07 on Friday. The firm has a market cap of $69.77 billion, a price-to-earnings ratio of 15.45, a P/E/G ratio of 0.96 and a beta of 0.98. The stock has a 50-day simple moving average of $341.35 and a 200-day simple moving average of $448.84. Intuit Inc. has a 52-week low of $252.84 and a 52-week high of $813.70. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.45 and a quick ratio of 1.45.

Intuit (NASDAQ:INTU – Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, topping analysts’ consensus estimates of $12.57 by $0.23. The firm had revenue of $8.56 billion for the quarter, compared to the consensus estimate of $8.54 billion. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The firm’s revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $11.65 earnings per share. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. On average, equities research analysts expect that Intuit Inc. will post 18.21 earnings per share for the current fiscal year.

Intuit Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 9th will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Thursday, July 9th. Intuit’s payout ratio is presently 29.07%.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

Positive Sentiment: Intuit is set to showcase its rebuilt AI infrastructure at VB Transform 2026, reinforcing its long-term investment in faster, more scalable AI tools that could support product innovation and growth. Intuit will show off how it rebuilt its AI infrastructure to support fast and complex tasks at VB Transform 2026
Positive Sentiment: Market commentary says lower Treasury yields have helped support valuation for growth-oriented names like Intuit, which can ease some pressure on the stock. Sprout Social, Intuit, and PagerDuty Shares Skyrocket, What You Need To Know
Positive Sentiment: Intuit’s QuickBooks partnership with Employment Hero could strengthen its business ecosystem and expand its payroll-related offerings. Intuit QuickBooks deepens partnership with Employment Hero for Payday Super
Neutral Sentiment: Short interest data showed no meaningful short position change, so this update does not appear to be a major trading driver. Intuit Inc. (INTU) Is a Trending Stock: Facts to Know Before Betting on It
Neutral Sentiment: Director Richard Dalzell sold a small block of shares under a pre-arranged trading plan, which is usually routine and not necessarily a bearish signal by itself. Richard Dalzell Sells 284 Shares of Intuit (NASDAQ:INTU) Stock
Negative Sentiment: Intuit issued $1.74 billion in net proceeds from new senior notes, which may help refinance debt but also adds attention to leverage as the company faces pressure on TurboTax pricing and AI disruption concerns. Does Intuit’s New Debt and TurboTax Pricing Pressure Reframe Its AI Investment Story (INTU)?
Negative Sentiment: Investor anxiety has risen after reports of pricing issues and a securities-fraud investigation notice, creating legal overhang for the stock. INTU Stock News: Intuit Stock Dropped 20% after Pricing Issues Disclosed
Negative Sentiment: Another law firm has opened an investor claims investigation, adding to the legal uncertainty around Intuit. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Intuit, Inc. – INTU
Negative Sentiment: Stifel downgraded Intuit to Hold and cut its price target, citing the risk that management may reduce near- to medium-term growth expectations. Is Intuit (INTU) One of the Best Big Tech Stocks to Buy According to Wall Street Analysts?

Intuit Profile

(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.