Intuit Inc. (INTU)

Intuit's stock experienced several notable events in the past six months. On August 21, 2025, Intuit reported better-than-expected Q4 and full fiscal year 2025 results, with revenue growing 20% for the quarter and 16% for the full year, however shares plunged 5% due to perceived weak fiscal 2026 guidance. In Q3 2025, Intuit's shares came under pressure as investors expressed concerns about the rise of autonomous AI agents. In October 2025, Intuit announced a quarterly dividend increase to $1.20 per share, and the company's CFO, Sandeep Aujla, sold 1,170 shares of Intuit stock. Analysts generally maintain a positive outlook on INTU, with an overall "Strong Buy" rating.

Demand for Intuit's products and services exhibits seasonality, driven by tax filing periods and business cycles. TurboTax experiences significant seasonal demand during tax season, typically from January to April. QuickBooks products also experience seasonality related to business financial cycles, with many small businesses engaging in "Fall Clean-Up" and the holiday season impacting their use of QuickBooks for planning and management. Intuit's stock performance also shows recurring seasonal trends.

Intuit, Inc. is a global financial technology platform company providing financial management and compliance products and services. Its core business revolves around tools for tax preparation, small business accounting, credit monitoring, and marketing. Major products include TurboTax, a tax preparation application; QuickBooks, small business accounting software; Credit Karma, a personal finance service; Mailchimp, an email marketing platform; and ProConnect, professional tax products. Intuit has a notable market share in industries such as Payroll & Bookkeeping Services, Tax Preparation Services, Tax Preparation Software Developers, and Personal Finance & Money Management Software Developers.

Intuit is headquartered in Mountain View, California, with over 95% of its revenue historically originating from the United States as of 2019. The company also has an international presence, including operations in Canada, with a new Canadian headquarters in Toronto, and in the United Kingdom, where it introduced QuickBooks Online Advanced. Intuit Real Estate Solutions, a former segment, had subsidiaries in five international locations.

In the past year, Intuit's brand reputation faced a challenge in October 2024 when a TurboTax ad campaign drew criticism from the professional accounting community, leading to the NATP ending sponsorships. More recently, Intuit has been promoting its advancements in AI and its "AI-driven expert platform," integrating AI agents with human expertise across its products. The company has also announced strategic partnerships, such as with Aprio in October 2025, to accelerate mid-market business growth with AI-powered advisory and technology.

Intuit Inc. exhibits strong institutional backing, with institutional investors holding approximately 83.66% to 86% of the company's stock. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., State Street Global Advisors, Inc., T. Rowe Price Group, Inc., and JPMorgan Asset Management. Individual insider ownership accounts for about 2.7% to 5.96% of the company's stock, with notable individual shareholders including David H. Batchelder and co-founder Scott D. Cook.