Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Generate Investment Management Ltd Invests $29.90 Million in Intuit Inc. $INTU
Generate Investment Management Ltd recently acquired a new stake of 43,777 shares in Intuit Inc. (NASDAQ:INTU) valued at approximately $29.90 million, making Intuit its 20th largest holding. Other institutional investors have also adjusted their positions in Intuit, which currently has 83.66% institutional ownership. Intuit reported strong Q3 earnings, beating analyst estimates, and announced a quarterly dividend of $1.20 per share.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Calamos Advisors LLC Buys 4,695 Shares of Intuit Inc. $INTU
Calamos Advisors LLC increased its stake in Intuit Inc. (NASDAQ:INTU) by 4.2% in the 3rd quarter, acquiring an additional 4,695 shares to hold a total of 115,426 shares valued at $78.83 million. Intuit recently surpassed earnings expectations with $3.34 EPS and $3.87 billion in revenue, and insiders have sold a significant amount of stock totaling $227.9 million over the past 90 days. The company also declared a quarterly dividend of $1.20 per share.
Dec 31, 2025 • Insider Monkey
SOMEWHAT-BEARISH
Intuit (INTU) Slipped as the Outlook and Guidance Fell Short of Expectations
Intuit Inc. (INTU) saw a decline in its stock primarily because its outlook and guidance for the upcoming fiscal year, particularly for FY26, fell short of some investors' expectations. Despite this, Bristol Gate US Equity Strategy, which holds INTU, views the company's progress in penetrating the assisted tax market and larger enterprises as positive indicators for sustained growth. The company reported strong Q1 fiscal 2026 revenue growth of 18% year-over-year.
Dec 31, 2025 • Insider Monkey
SOMEWHAT-BEARISH
Carrier Global Corporation (CARR) Fell in Q3 Despite Good Results
Carrier Global Corporation (NYSE: CARR) saw its stock fall in Q3 2025 despite quarterly results meeting or exceeding consensus estimates. The decline was attributed to underlying weakness in US residential HVAC orders, negative product mix affecting margins, and an industry-wide nearly 30% reduction in volumes due to high interest rates and dealer destocking. Bristol Gate Capital Partners' US Equity Strategy, which holds CARR, noted its underperformance compared to the S&P 500, but highlighted its strong 15% dividend growth over the trailing 12 months.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Intuit stock slips after-hours after Scott Cook sale filing — what investors watch next
Intuit shares eased about 0.6% in after-hours trading following a regulatory filing that disclosed share sales by co-founder and director Scott Cook. The filing indicated that Cook sold 75,000 shares for roughly $50.5 million under a pre-arranged trading plan, leaving his trust with about 5.74 million shares. Investors are now shifting their focus to early-year tax season demand for TurboTax and small-business spending driving QuickBooks subscriptions, along with Intuit's upcoming annual stockholder meeting on Jan. 22, 2026.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Intuit (NASDAQ:INTU) Director Sells $50,507,250.00 in Stock
Intuit Director Scott Cook sold 75,000 shares of Intuit stock on December 29th for over $50.5 million, reducing his stake by 1.29%. This sale follows strong quarterly results where Intuit exceeded EPS and revenue expectations, and the company has announced a quarterly dividend of $1.20. Analysts maintain a "Moderate Buy" rating for INTU with a consensus target price of $796.60.