Dec. 20, 2025 — Intuit Inc. (NASDAQ: INTU) enters the weekend with investors balancing a fresh fintech headline—Intuit’s newly announced USDC stablecoin partnership with Circle—against the familiar seasonal catalyst that often defines the stock’s narrative: TurboTax demand heading into the 2026 filing season (tax year 2025 returns filed in early 2026). [1]
With U.S. markets closed on Saturday, the latest available pricing reflects Friday’s session: INTU closed at $671.30 on Dec. 19, capping a choppy week that saw the stock dip early and rebound into the close. [2]
Below is a comprehensive, publication-ready breakdown of the latest INTU stock news, the company’s guidance and Street forecasts, and the events that could move shares next—all current as of 20.12.2025.
INTU stock today: where Intuit shares stand on Dec. 20, 2025
Intuit stock ended Friday, Dec. 19 at $671.30, up modestly on the day. [3]
Zooming into the week’s tape shows why some traders describe INTU as “range-bound” lately: it dropped sharply early in the week, then clawed back.
- Dec. 15 close: $654.60
- Dec. 16 close: $669.35
- Dec. 17 close: $660.78
- Dec. 18 close: $668.88
- Dec. 19 close: $671.30 [4]
Despite the rebound, the stock remains well below its 52-week high—MarketWatch data puts that high at $813.70 (July 30, 2025). [5]
The headline driver: Intuit and Circle strike a USDC stablecoin partnership
The most marketable new development for Intuit—particularly for Google Discover audiences tracking fintech themes—is the company’s multi-year strategic partnership with Circle Internet Group (NYSE: CRCL) aimed at enabling USDC stablecoin capabilities across Intuit products. [6]
What Intuit says it’s building
In its announcement dated Dec. 18, 2025, Intuit framed stablecoins as a way to deliver faster, lower-cost, and more global money movement across key products, explicitly naming TurboTax, QuickBooks, and Credit Karma. [7]
The press release is also unusually direct about the “why now”:
- Intuit describes stablecoins as a programmable, 24/7 money rail that can be embedded into its platform to unlock new experiences in refunds, remittances, savings, and payments. [8]
- Intuit highlights its scale—~100 million customers worldwide—and ties stablecoin utility to tax refunds, noting it operates in a market with more than $100 billion in annual tax refunds. [9]
Why this matters for INTU stock
For INTU shareholders, the near-term financial impact is hard to quantify today (no detailed revenue targets were disclosed in the announcement). But strategically, Wall Street often rewards Intuit for moves that:
- Increase platform “stickiness” across QuickBooks/TurboTax/Credit Karma, and
- Expand monetizable money flows (payments, lending, instant access products) beyond software subscriptions.
Zacks’ coverage via Nasdaq echoed this thesis, emphasizing stablecoins as a “next frontier” that could enable new experiences traditional rails can’t easily support. [10]
The regulatory backdrop: stablecoins are moving mainstream
Intuit’s timing also comes as stablecoins increasingly show up in mainstream payments experimentation. Barron’s recently highlighted Visa’s stablecoin settlement initiatives and pointed to the Genius Act (July 2025) as a regulatory milestone supporting broader stablecoin adoption. [11]
Tax season catalyst: TurboTax and Credit Karma launch “Now This Is Taxes” for tax year 2025
Intuit’s other major December catalyst is not crypto—it’s consumer marketing and product positioning ahead of the filing season.
On Dec. 18, 2025, Intuit announced the second year of its “Now This Is Taxes” brand campaign for tax year 2025 (taxes filed in 2026), positioning its consumer platform as an “all-in-one destination” blending Credit Karma + TurboTax with “Agentic AI” and human support. [12]
Offers that could influence TurboTax conversion this season
The release outlines notable price and promotional hooks:
- DIY Free Mobile App Offer: Customers who file by Feb. 28, 2026 can do their own taxes for free through the TurboTax mobile app if they didn’t use TurboTax last year (per the release). [13]
- Expert (Full Service) Offer: A flat fee of $150 for both Federal and State for new or returning filers who file by Feb. 28, 2026. [14]
Intuit also promoted “refund speed” features (for example, access to federal refunds “up to five days early,” and a refund advance product), as part of the broader consumer funnel it’s trying to build through Credit Karma. [15]
Bottom line for investors: In a year where some consumers remain cost-sensitive, Intuit appears to be leaning hard into a dual message—free/low-cost entry points plus higher-value expert help—while using Credit Karma as both a funnel and a retention engine.
Earnings and guidance: the fundamentals INTU bulls keep coming back to
While the December product headlines drive clicks, Intuit’s earnings power is what ultimately anchors most price targets.
Q1 fiscal 2026 results (ended Oct. 31, 2025)
In its Nov. 20, 2025 earnings release, Intuit reported:
- Revenue: $3.9B, up 18% year over year
- Consumer revenue: $894M, up 21%
- Global Business Solutions revenue: $3.0B, up 18%
- Non-GAAP EPS: $3.34, up 34% [16]
The segment details mattered, too:
- QuickBooks Online Accounting revenue grew 25% in the quarter. [17]
- Credit Karma revenue grew 27%. [18]
FY2026 outlook (as reiterated by the company)
Intuit reiterated full-year FY2026 guidance including:
- Revenue: $20.997B to $21.186B (roughly 12%–13% growth) [19]
It also announced shareholder returns:
- A quarterly dividend of $1.20 per share, payable Jan. 16, 2026, described as a 15% increase from the year-ago period. [20]
What Reuters emphasized: AI demand, but EPS guidance lagged estimates
Reuters’ post-earnings coverage added two important pieces of context investors still cite:
- Intuit forecast Q2 revenue growth of about 14%–15%, above the Street’s average estimate (per LSEG data cited by Reuters). [21]
- But Intuit’s adjusted EPS outlook for Q2 was below estimates (again per Reuters). [22]
Reuters also reported that Intuit signed a multi-year deal worth more than $100 million with OpenAI to power AI agents—underscoring that AI is not only a product story but also a cost/investment line item. [23]
Competitive landscape shift: IRS Direct File will not run in Filing Season 2026
One of the most consequential consumer-tax headlines for 2026 is not coming from Silicon Valley—it’s coming from Washington.
The Associated Press reported that IRS Direct File will not be available in Filing Season 2026, citing an email from an IRS official to participating states and comments from Treasury Secretary Scott Bessent arguing the private sector can do a better job. [24]
Investopedia similarly reported that the IRS is suspending the program and highlighted that other free filing options will still exist, including IRS Free File. [25]
What this could mean for Intuit (and what it doesn’t mean)
- It potentially reduces the momentum of a government-backed alternative that some investors saw as a long-term competitive threat to paid consumer tax prep.
- It does not eliminate free filing broadly—Free File and other programs remain, and Intuit itself markets “free” entry tiers (with eligibility and add-ons).
For INTU stock, the market impact will depend less on headlines and more on whether Intuit can:
- convert users into paid add-ons and expert services, and
- retain customers year-round via Credit Karma + financial products.
Wall Street forecast for Intuit stock: ratings, price targets, and what’s behind them
Consensus remains broadly constructive, even after INTU’s pullback from summer highs.
Analyst consensus price targets
Data aggregators vary by coverage set and timing, but they cluster in the same neighborhood:
- StockAnalysis shows an average 12-month price target of $811.72 and a “Strong Buy” consensus (based on its tracked analysts). [26]
- MarketBeat shows a consensus target around $796.60 with a “Moderate Buy” rating (per its compilation). [27]
A notable fresh “high-quality software” thesis
In an Investing.com roundup of Mizuho’s software picks, analyst Siti Panigrahi set an $875 price target for Intuit, calling it one of the highest-quality long-term growth stories in software and pointing to category leadership and margin expansion. [28]
How to interpret these targets (without over-reading them):
Price targets often move with sector multiples and rate expectations. For Intuit specifically, targets tend to track three variables:
- QuickBooks growth and pricing power (especially higher-tier products),
- Credit Karma monetization consistency, and
- TurboTax mix shift toward assisted/full-service offerings.
Insider activity: what SEC filings show in December
Investors scanning weekend filings will also see recent insider transactions—useful context, but not automatically a bearish signal (many are executed under pre-set trading plans).
CFO sale (Dec. 19, 2025)
A Form 4 filed with the SEC shows Intuit EVP and CFO Sandeep Aujla sold 1,098.032 shares on 12/19/2025 at $675 (transaction code “S”), leaving 197.1496 shares reported as beneficially owned after the transaction. [29]
Director sales under 10b5-1 plans
Two other recent Form 4 filings highlight sales executed under Rule 10b5-1 trading plans:
- Director Scott D. Cook reported multiple sales beginning 12/08/2025, with the filing explicitly stating the transactions were pursuant to a 10b5-1 plan adopted on Sept. 3, 2025. [30]
- Director Richard L. Dalzell reported a sale of 333 shares on 12/11/2025, with the filing noting it was pursuant to a 10b5-1 plan adopted March 25, 2025. [31]
Why this matters: 10b5-1 language signals pre-scheduled trading activity, which can reduce the informational value of the timing (though it doesn’t eliminate it).
What to watch next for INTU stock: catalysts and key dates
1) Next earnings: late February 2026 window
The next earnings date has not been formally posted on Intuit’s own IR calendar yet, but major trackers estimate a late-February report:
- Zacks lists the next earnings release as expected on Feb. 24, 2026. [32]
- MarketBeat similarly estimates Tuesday, Feb. 24, 2026 based on prior schedules. [33]
2) Annual Stockholder Meeting
Intuit’s IR calendar lists its Annual Stockholder Meeting on Jan. 22, 2026. [34]
3) Tax season execution (Jan–Apr 2026)
In practice, the “real-time” INTU narrative in Q1/Q2 often comes down to:
- TurboTax conversion rates and assisted mix,
- refund-related product attach (advances, speed features), and
- Credit Karma demand trends across lending categories.
4) Product/fintech execution on stablecoins
The Circle/USDC deal is strategically big—but investors will want concrete proof points:
- where stablecoins show up in the product experience first (refunds? SMB payments?),
- how compliance and controls are implemented,
- whether the initiative improves speed/cost enough to move user behavior.
The takeaway for readers following Intuit stock on Dec. 20, 2025
As of 20.12.2025, Intuit stock is being pulled by two forces at once:
- Seasonal fundamentals: TurboTax and consumer money products heading into filing season, supported by recent earnings momentum and reiterated FY2026 guidance. [35]
- Optionality narratives: stablecoin rails via USDC and Circle, and broader AI initiatives (including a reported OpenAI deal) that aim to expand Intuit’s platform value beyond classic tax-and-accounting software. [36]
On the Street, the dominant view remains constructive—most consensus targets still sit meaningfully above current levels—while investors keep one eye on valuation sensitivity and execution risk as Intuit pushes deeper into payments and “money movement.” [37]
References
1. investors.intuit.com, 2. stockanalysis.com, 3. stockanalysis.com, 4. stockanalysis.com, 5. www.marketwatch.com, 6. investors.intuit.com, 7. investors.intuit.com, 8. investors.intuit.com, 9. investors.intuit.com, 10. www.nasdaq.com, 11. www.barrons.com, 12. www.businesswire.com, 13. www.businesswire.com, 14. www.businesswire.com, 15. www.businesswire.com, 16. investors.intuit.com, 17. investors.intuit.com, 18. investors.intuit.com, 19. investors.intuit.com, 20. investors.intuit.com, 21. www.reuters.com, 22. www.reuters.com, 23. www.reuters.com, 24. apnews.com, 25. www.investopedia.com, 26. stockanalysis.com, 27. www.marketbeat.com, 28. www.investing.com, 29. www.sec.gov, 30. www.sec.gov, 31. www.sec.gov, 32. www.zacks.com, 33. www.marketbeat.com, 34. investors.intuit.com, 35. investors.intuit.com, 36. investors.intuit.com, 37. stockanalysis.com
