Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$85.9B
267M shares
52-week range
$252.84 – $705.08
18% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
4.2
EV / FCF (TTM)
11.0
Intuit serves small and midsize businesses with accounting software QuickBooks and online marketing platform Mailchimp. The company also operates retail tax filing tool TurboTax, personal finance platform Credit Karma, and a suite of professional tax offerings for accountants. Founded in the mid-1980s, Intuit enjoys a dominant market share for small-to-midsize business accounting and self-serve tax filing in the US.
www.intuit.comNo one on the platform currently holds INTU.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2024-12-31 | 1,156,762 | $727.0M |
| Renaissance Technologiesas of 2025-09-30 | 257,148 | $175.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-08 | $1.3800 | 2026-10-16 |
| 2026-07-09 | $1.2000 | 2026-07-17 |
| 2026-04-09 | $1.2000 | 2026-04-17 |
| 2026-01-09 | $1.2000 | 2026-01-16 |
| 2025-10-09 | $1.2000 | 2025-10-17 |
| 2025-07-10 | $1.0400 | 2025-07-18 |
| 2025-04-10 | $1.0400 | 2025-04-18 |
| 2025-01-10 | $1.0400 | 2025-01-17 |
| 2024-10-10 | $1.0400 | 2024-10-18 |
| 2024-07-10 | $0.9000 | 2024-07-18 |
No one on the platform has traded INTU yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 19.7% | 14.5% | 42.2% | — | — | — |
| Rev. Growth % | 13.9% | 17.4% | ||||
| Profit Margin % | 21.3% | 18.6% | 20.2% | |||
| Free Cash Flow Margin % | 40.2% | 32.6% | 31.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.2% on the P/E track.
At today's price, your expected annual return is +11.3% on the P/E track.
At today's price, your expected annual return is +16.6% on the P/E track.
| 29,815 |
| $19.8M |
| 2024-04-09 | $0.9000 | 2024-04-18 |
| 2024-01-09 | $0.9000 | 2024-01-18 |
| Execution date | Ratio |
|---|---|
| 2006-07-07 | 2-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $23.4B | +9.6% | $24.04 | $23.42–$29.68 | 13.9× | 19 |
| 2028 | $25.5B | +9.0% | $27.23 | $25.54–$28.21 | 12.3× | 19 |
| 2029 | $28.2B | +10.6% | $31.27 | $28.54–$34.86 | 10.7× | 9 |
| 2030 | $31.7B | +12.2% | $35.94 | $34.81–$37.64 | 9.3× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-25 | $3.58 | $4.03 | +12.6% |
| 2026-05-20 | $12.57 | $12.80 | +1.8% |
| 2026-02-26 | $3.68 | $4.15 | +12.8% |
| 2025-11-20 | $3.09 | $3.34 | +8.1% |
| 2025-08-21 | $2.66 | $2.75 | +3.4% |
| 2025-05-22 | $10.93 | $11.65 | +6.6% |
| 2025-02-25 | $2.57 | $3.32 | +29.2% |
| 2024-11-21 | $2.35 |
| $2.50 |
| +6.4% |
| $112.3B |
| — |
| CRMSalesforce, Inc. | $259.30 | +4.68% | $212.4B | — |
| LRCXLam Research Corporation | $273.49 | -8.29% | $342.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IGV Apparently AI is too dangerous and we all have to keep using regular software. Turns out the SaasPocalypse was an over reaction. (In reality, AI is an amazing tool, but it's not going to replace the entrentched software giants and their legacy products that people use. In fact, I'd bet that they wrap AI into their products to make them even better (read more efficient) thus more valuable. - $FIG $INTU $NOW $CRM The Renai-SaaS has begun.
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WEEKLY $INTU $347.5 Calls saw $1.3 Million BTO Average Fill of $4.51/con, currently up to $4.80/con
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$INTU S2C my calls from last week this morning. Believe this could have another $10+ gain from here, but didn’t want to look a gift horse in the mouth. Win is a win Cheers 🍻
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$INTU I’m a holder and know it’ll be $500+ within 2 years but I have to say, the manipulation on this security with such low volume is incredible.
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$SPY $INTU Subscription revenue does not depend on how fast frontier models improve. Its multiple might. Techdamentals IV Calculator 👇 https://techdamentals.com/v/INTU Educational, not advice.
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$eat $intu $crm $snow Restaurant company Brinker International and TurboTax parent Intuit hold analyst meetings Thursday. Cramer remains bullish on Brinker, the parent of Chili’s, saying the company “never fails to wow me.” He also pushed back against fears that AI will disrupt Intuit. Cramer pointed to the recent strength in Salesforce and ServiceNow as evidence that investors are becoming less willing to sell established software companies simply on the possibility that AI could threaten their businesses. Cramer’s Charitable Trust owns shares of Salesforce. https://www.cnbc.com/2026/09/11/cramers-week-ahead-falling-oil-fed.html
View on StockTwits ↗$INTU One of the names most exposed to whether AI eats the workflow or expands it. Techdamentals IV Calculator 👇 https://techdamentals.com/v/INTU Educational, not advice.
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$INTU Like this move. Wish it had more volume, but beggars can’t be choosers. If the world doesn’t fall apart this weekend, this has another quick $10 to $25 of upside from here. Time will tell 🍻
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.