Intuit (NASDAQ: INTU) closed lower on Dec. 12, 2025 and was little changed after hours. Here’s the complete late-Friday rundown—price action, insider filings, QuickBooks pricing chatter, analyst forecasts, and the key catalysts to watch into the next session.
Intuit Inc. (NASDAQ: INTU) ended Friday, December 12, 2025, on a softer note—and then largely went quiet after the bell. The stock closed at $670.93, down 0.75%, after trading in a wide intraday band that reflected a risk-off tone across equities. After-hours trading showed little additional movement, with INTU hovering around $670.92 on modest volume. [1]
That “flat after hours” isn’t a headline by itself—but it matters because it suggests Friday’s move was mostly about the day’s market tape and the week’s digest of commentary (insiders, pricing, AI) rather than a brand-new company shock.
Below is what moved, what was reported on 12/12/2025, and what to keep on your radar heading into the next U.S. market session.
INTU after-hours check: where Intuit stock stood late Friday
Friday (Dec. 12) regular session:
- Close: $670.93 (-0.75%)
- Open / High / Low: $679.40 / $681.20 / $666.87
- Volume: ~1.90M shares [2]
After hours (as of MarketWatch’s late print):
- After-hours price: ~$670.92
- After-hours volume: ~125.63K shares [3]
A useful read on that after-hours volume: ~126K shares is meaningful “late tape,” but still small compared with the day’s ~1.9M shares—more like positioning and clean-up trades than a stampede.
What happened on Dec. 12: the market mood was the real headline
Intuit’s Friday pullback happened in the context of a broadly down session for U.S. equities. The S&P 500 fell 1.07% and the Dow dropped 0.51% on Dec. 12, 2025, a backdrop that tends to pressure high-quality, premium-multiple software names like Intuit even when there’s no company-specific bombshell. [4]
It also didn’t help that “AI trade” anxiety was still echoing through large-cap tech after a bruising stretch in other big software names (not Intuit specifically), with investors increasingly focused on whether heavy AI investment pays off fast enough. [5]
Bottom line: INTU’s Friday decline looked more like a macro/sector temperature check than a sudden change in Intuit’s fundamentals.
The biggest new INTU filing on 12/12/2025: Director Richard L. Dalzell’s Form 4
One of the cleanest, most concrete pieces of INTU news dated Dec. 12, 2025 was an insider filing.
A Form 4 filed with the SEC shows that Director Richard L. Dalzell:
- Sold 333 shares of Intuit common stock
- Transaction date: 12/11/2025
- Sale price:$659.95
- Shares owned after the transaction:13,476 (direct)
- The filing also indicates the trade was made under a Rule 10b5-1 plan adopted March 25, 2025. [6]
Two important interpretations investors often miss:
- This is a small trade relative to the company and relative to the director’s remaining stake.
- The 10b5-1 designation typically means the sale was scheduled in advance, which reduces (but doesn’t eliminate) the signal value vs. an unscheduled discretionary sale. [7]
Media coverage of that filing circulated Friday afternoon/evening, reinforcing that “insider activity” is in the air around INTU—even when individual transactions vary in size and meaning. [8]
The insider story INTU investors are also digesting: Scott Cook’s larger planned sales
While Dalzell’s filing was the fresh Dec. 12 “after the bell” item, investors have also been watching a larger cluster of insider-selling headlines involving director and Intuit co-founder Scott D. Cook reported earlier in the week.
A Reuters/Refinitiv item circulated via TradingView described Cook filing a Form 4 disclosing 149,095 shares sold (valued around $98.0 million) across Dec. 8–9, also described as executed under a 10b5-1 plan. [9]
MarketBeat and other market recap sites also amplified Cook-related sales and broader insider-sale totals in recent months. [10]
The practical takeaway for Saturday morning (Dec. 13):
Insider selling is part of the current INTU narrative, but the mix of (a) planned-sale structures and (b) varying transaction sizes means investors should be careful about over-reading a single headline.
Dec. 12 analysis spotlight: “INTU vs ORCL” valuation talk is trending
One of the more shareable pieces of analysis dated Dec. 12, 2025 came from Trefis, framing Intuit as a “better bet” than Oracle based on valuation vs growth.
Trefis’ core argument: Intuit trades at a lower price-to-operating-income multiple than Oracle while delivering higher revenue and operating income growth. In its side-by-side metrics snapshot, Trefis highlighted (among other points) P/OpInc ~36.3x for INTU vs ~41.3x for ORCL, alongside stronger growth rates for Intuit across last-twelve-month and multi-year averages. [11]
Why this matters for INTU heading into the next open:
Even if you don’t agree with the comparison, these kinds of “relative value inside software” narratives can influence short-term sentiment—especially when investors are jittery about big-cap software spending and AI ROI.
The other Dec. 12 thread: QuickBooks pricing increases + OpenAI talk (and why investors should care)
A Dec. 12, 2025 episode on CPA Practice Advisor’s Accounting Technology Lab podcast dug into two topics that can shape Intuit’s medium-term story:
- QuickBooks Desktop pricing increases (and what they mean for customers and accountants)
- Intuit’s reported $100 million annual relationship with OpenAI and what deeper AI integration could mean for workflows and data stewardship [12]
On pricing specifically, there has been a steady drumbeat of documentation and commentary around QuickBooks price changes and pricing FAQs across 2025, with additional changes set to phase in later (including into 2026 for certain renewals). [13]
From an INTU stock perspective, pricing talk cuts both ways:
- Bull case: Price increases + AI-enabled features can expand ARPU (average revenue per user) and reinforce platform stickiness.
- Bear case: Aggressive pricing can increase churn risk, push SMBs to alternatives, or create reputational drag—especially if customers feel “forced” into higher tiers.
And on the OpenAI angle: Reuters previously reported Intuit striking a multi-year partnership with OpenAI valued at over $100 million to integrate AI models into Intuit’s financial tools and workflows. That deal continues to frame investor expectations around “AI as a growth accelerator” for TurboTax, QuickBooks, Credit Karma, and Mailchimp. [14]
Wall Street forecasts for INTU stock: where price targets sit now
Analyst targets are not destiny (they’re opinionated spreadsheets with better haircuts), but they do provide a useful “expectations map.”
As of the latest compiled consensus on StockAnalysis:
- Consensus rating:Strong Buy (based on 18 analysts)
- Average 12-month price target:$811.72
- Median target:$825
- Range:$700 (low) to $880 (high) [15]
Separately, MarketWatch’s analyst snapshot lists an average target in the low-$800s and an “Overweight” style consensus framing. [16]
Also worth noting: post-earnings analyst commentary referenced in Friday’s insider-trading coverage pointed to multiple firms maintaining bullish stances and targets in the ~$800–$875 zone (though those notes largely trace back to reactions after Intuit’s most recent quarterly results rather than a brand-new Dec. 12 analyst reset). [17]
The setup into the next session: what to watch before markets reopen
First, a calendar reality check: U.S. stock markets are closed on Saturday (Dec. 13) and Sunday. So the “next market open” after Friday’s close is Monday, Dec. 15, 2025.
Between now and that next open, here are the catalysts that can plausibly move INTU:
1) Any follow-on filings or headlines around insider activity
Dalzell’s Form 4 is already public record, but clusters of insider headlines can snowball in sentiment terms—especially when they involve prominent insiders and large dollar figures. [18]
2) Customer/partner reaction to QuickBooks pricing changes
Pricing power is a strength—until it isn’t. Watch for credible reporting (not just social media noise) about churn, migration, or major accounting-firm pushback tied to Desktop/Enterprise pricing and renewal structures. [19]
3) AI narrative spillover across software
Even though Intuit’s AI story is fundamentally different from capital-intensive AI infrastructure plays, sector-wide fear or enthusiasm can lift or press multiples together. Friday’s broader “AI investment anxiety” in big tech is part of the tape investors are trading. [20]
4) Key price levels from Friday’s range
Without charts, the numbers still matter:
- Friday’s low: $666.87
- Friday’s high: $681.20 [21]
If INTU breaks below Friday’s low early next week, traders will treat it as a sign that sellers still have control. If it reclaims the upper end of the range, it can reinforce the “dip buyers still show up” thesis.
INTU stock bottom line after the bell on 12/12/2025
Intuit ended Dec. 12 slightly lower and was mostly unchanged after hours, suggesting no late-breaking shock hit the tape. The most material “dated 12/12” developments were insider-filing coverage (Dalzell’s Form 4), a fresh relative-valuation analysis piece comparing INTU with other software leaders, and renewed discussion around QuickBooks pricing plus AI/OpenAI implications. [22]
For investors heading into the next session, the playbook is straightforward: separate planned insider sales from fundamental deterioration, track whether pricing changes are strengthening monetization without triggering churn, and keep one eye on the broader software/AI sentiment that can move “quality compounders” like Intuit even on quiet news days.
Quick FAQ for readers
Why did Intuit stock fall on Dec. 12, 2025?
INTU’s move aligns with a broader down day in U.S. equities, with the S&P 500 lower on the session, plus ongoing sector-level jitters around large-cap tech and AI spending narratives. [23]
What is the current analyst forecast for INTU?
One widely cited consensus compilation points to an average target around $811.72 with a Strong Buy consensus and a $700–$880 target range. [24]
What was the key filing after the bell on Dec. 12?
A Form 4 showed Intuit director Richard L. Dalzell sold 333 shares on 12/11/2025 under a 10b5-1 plan, and the filing was signed/dated 12/12/2025. [25]
References
1. www.marketwatch.com, 2. stockanalysis.com, 3. www.marketwatch.com, 4. www.marketwatch.com, 5. www.reuters.com, 6. www.sec.gov, 7. www.sec.gov, 8. www.investing.com, 9. www.tradingview.com, 10. www.marketbeat.com, 11. www.trefis.com, 12. www.cpapracticeadvisor.com, 13. blog.insightfulaccountant.com, 14. www.reuters.com, 15. stockanalysis.com, 16. www.marketwatch.com, 17. www.investing.com, 18. www.sec.gov, 19. blog.insightfulaccountant.com, 20. www.reuters.com, 21. stockanalysis.com, 22. www.sec.gov, 23. www.marketwatch.com, 24. stockanalysis.com, 25. www.sec.gov


