Meta description: Intuit stock (INTU) is holding near $676 as investors weigh planned insider sales, fresh institutional filings, analyst targets near $800, and AI-driven growth into tax season.
Dec. 12, 2025 — Intuit Inc. (NASDAQ: INTU), the fintech-software giant behind QuickBooks, TurboTax, Credit Karma, and Mailchimp, is back in focus heading into the final stretch of the year. While there’s no single blockbuster headline driving the stock today, the story investors are trading is a familiar (and increasingly consequential) mix: planned insider selling, institutional position updates, and the market’s ongoing debate over whether Intuit’s “agentic AI” strategy can sustain premium growth and margins into fiscal 2026.
Below is a comprehensive roundup of the current news, forecasts, and analysis circulating on Dec. 12, 2025, plus what it may mean for INTU stock into the next major catalysts.
INTU stock price today: where shares stand on Dec. 12, 2025
Intuit shares finished Thursday, Dec. 11, at $676.01, up 2.05% on the day, marking a second straight session of gains. The move came alongside a modestly higher S&P 500, though Intuit’s gain slightly lagged some large-cap software peers highlighted in market recaps. [1]
A few context points investors are watching:
- Intuit is still about 16.9% below its 52-week high of $813.70 (reached July 30). [2]
- Trading volume on Dec. 11 was elevated versus recent averages in at least one widely-circulated market recap, suggesting above-normal attention around the name. [3]
- After-hours trading showed a modest additional uptick following the close. [4]
For Google News readers tracking “INTU stock price” today, the key takeaway is simple: the stock is stabilizing near the high-$600s, but the market is still pricing Intuit well below its summer peak—leaving plenty of room for bullish (or cautious) interpretations depending on what you think happens next with AI monetization and tax-season execution.
The headline driver today: planned insider sales hit the tape
1) Scott D. Cook stock sales: 149,095 shares over two days
One of the most widely referenced developments in the current INTU news cycle is a set of insider sales tied to Intuit director and co-founder Scott D. Cook, executed through a family trust.
According to an SEC Form 4, the trust reported sales totaling 149,095 shares across Dec. 8 and Dec. 9, 2025, at prices largely in the mid-$650s to high-$660s. The filing notes these transactions were executed under a Rule 10b5-1 trading plan adopted earlier in 2025. [5]
Why this matters (and why it may not):
- Insider selling can pressure sentiment in the short term, especially when the dollar value is large.
- But 10b5-1 plans are prearranged, meaning the sales are typically scheduled in advance rather than a discretionary “I’m bearish” signal.
Market coverage circulating this week pegged the total sale value near $98 million and emphasized the planned nature of the transactions. [6]
2) Richard L. Dalzell stock sales: 666 shares under a 10b5-1 plan
A second insider item drawing attention: Intuit director Richard L. Dalzell reported selling 333 shares on Dec. 9 and 333 shares on Dec. 10, also marked as executed pursuant to a Rule 10b5-1 plan (adopted earlier in 2025). [7]
This is a much smaller transaction in share count, but it adds to today’s theme: insider activity is part of the near-term tape for Intuit.
Institutional activity updates: what filings are saying on Dec. 12
Alongside insider headlines, several widely syndicated market posts dated Dec. 12, 2025 spotlight new or updated positions from institutions—important context, with one caveat:
Many of these “today” stories reference 13F and related disclosures, which are backward-looking snapshots (they reflect positions as of a past quarter-end, not necessarily buys made this week).
Still, they’re useful for gauging broad sponsorship.
Canada Pension Plan Investment Board increased holdings
One of the most circulated institutional items today: Canada Pension Plan Investment Board reported a modest increase in its Intuit stake, holding 497,226 shares after adding shares during the referenced period, according to the disclosure summarized in market coverage. [8]
Other “today” institutional headlines
Additional Dec. 12 posts highlight position changes or new stakes from smaller managers. These are not typically price-moving on their own, but collectively they reinforce that Intuit remains a heavily institution-owned, closely watched large-cap software name. [9]
How professionals usually interpret these:
- Single-fund adds/cuts are rarely decisive.
- The bigger signal is whether multiple high-quality institutions accumulate over several quarters—something investors often pair with earnings revisions and product adoption signals.
Wall Street forecasts for Intuit stock: where analysts see INTU heading
If you search “Intuit stock forecast” or “INTU price target” today, you’ll find that analyst optimism remains broadly intact—at least in the aggregated consensus metrics quoted across financial sites.
Here are several consensus snapshots being widely referenced around Dec. 12:
- Average price target ~$798 (28 analysts, per one frequently cited compilation), implying high-teens upside from the mid-$670s. [10]
- Average price target ~$812 with a “Strong Buy” style consensus in another aggregation, with targets ranging roughly from the low-$700s to the high-$800s. [11]
- Average price target ~$829 in another commonly shared dataset, again pointing to ~20%+ potential upside depending on the reference price used. [12]
- A widely circulated forecast range from one research portal spans roughly $670 to $971 (range implies analysts are not uniform—bull/bear dispersion remains meaningful). [13]
What the “consensus upside” really depends on
INTU’s valuation is ultimately a bet on three things staying true:
- QuickBooks ecosystem strength (payments, payroll, mid-market expansion)
- TurboTax execution into tax season (including attach of assisted and “done-for-you” services)
- AI monetization and productivity gains that show up in both customer retention and operating margin expansion
That’s why so many current notes, even when they talk about targets, keep circling back to AI.
The fundamental backdrop: Intuit’s AI narrative is now the center of the bull case
Q1 fiscal 2026 results still anchor today’s INTU debate
Intuit’s most recent quarterly report (fiscal Q1 2026) continues to shape today’s analyst commentary and investor positioning.
In widely cited coverage of that quarter:
- Revenue grew 18% year over year to $3.89 billion
- Adjusted EPS came in at $3.34, above expectations
- Guidance pointed to Q2 revenue growth of ~14%–15% (above some Street expectations), while adjusted EPS guidance was seen as lighter than consensus in certain coverage [14]
In the company’s own release, Intuit reiterated full-year fiscal 2026 expectations and laid out its Q2 outlook (fiscal Q2 ends Jan. 31, 2026), including revenue growth and EPS ranges. [15]
“Agentic AI” isn’t just a buzzword for Intuit anymore
What investors are trying to answer heading into 2026 is whether Intuit’s AI push is measurably improving outcomes—not only demos and productivity claims.
A Barron’s recap of the recent earnings period emphasized the market’s growing comfort that Intuit’s AI products are already delivering customer value (and internal efficiency), including reported time savings for some QuickBooks users and cost savings for Intuit itself. [16]
The OpenAI partnership: a major strategic signal (and a new risk surface)
One of the biggest strategic headlines still reverberating in the background is Intuit’s multi-year deal with OpenAI, valued at over $100 million in reported coverage, designed to power AI agents across TurboTax, QuickBooks, and Credit Karma. [17]
From an investment perspective, this partnership tends to be read in two ways:
Bull case:
- Accelerates product capability and “done-for-you” automation
- Improves customer retention and pricing power
- Expands the addressable market (especially for small businesses and consumers who want guided workflows)
Bear/risk case:
- Adds costs (model access isn’t cheap)
- Raises privacy/trust expectations (even with opt-in frameworks emphasized in coverage)
- Creates execution risk if AI features don’t convert to measurable ARPU lift
Key near-term catalysts: earnings timing, dividend dates, and tax season
Next earnings: late February is the market’s working assumption
Multiple earnings calendars now point to late February 2026 as the expected window for Intuit’s next report (fiscal Q2 2026). Some sources estimate Feb. 24, 2026, explicitly noting it’s based on past reporting patterns. [18]
Because dates can shift, many professional investors focus less on the exact day and more on what Q2 typically captures for Intuit: the early phase of tax season plus continued QuickBooks ecosystem trends.
Dividend: $1.20 quarterly payout, January ex-date
Income isn’t the primary reason most investors own INTU, but the dividend is still part of the total return story. Intuit’s latest quarterly dividend is $1.20 per share, with an ex-dividend date shown as Jan. 9, 2026 across multiple market data sources. [19]
In Intuit’s earnings materials, the company also highlighted board approval for the dividend and the payment timing. [20]
What INTU investors are debating right now
As of Dec. 12, 2025, INTU stock sits at an interesting intersection: it’s a high-quality, cash-generative platform business—but it’s also now being valued increasingly as an AI execution story.
Here are the major questions shaping the current forecasts and analysis:
1) Can QuickBooks “agents” translate into pricing power, not just novelty?
Investors will be watching:
- Attach rates for payroll/payments/services
- Churn and cohort behavior
- Evidence that AI features justify higher tiers or improved conversion
2) Does TurboTax growth accelerate as “done-for-you” tools improve?
Tax season is where Intuit can either:
- Prove AI reduces friction and expands assisted services, or
- Face continued competition and price sensitivity if consumer demand shifts
Intuit has publicly framed AI-driven automation as part of its year-round platform approach. [21]
3) What does insider selling signal—if anything?
Because the largest recent insider headlines are tied to 10b5-1 plans, many institutional investors treat them as informational but not thesis-breaking. Still, heavy insider-sale coverage can weigh on short-term sentiment, especially in a stock that has been rebuilding momentum after a volatile year.
Risks to watch for INTU stock into 2026
No “INTU stock forecast” is complete without the downside checklist:
- Mailchimp execution risk: Intuit itself and major coverage have previously pointed to Mailchimp softness as a headwind at times, and improvements there matter to the multi-product platform narrative. [22]
- Guidance sensitivity: Even after beats, the market can punish “good but not good enough” outlooks—especially for premium software multiples. [23]
- AI cost curve and competitive pressure: The AI arms race can compress margins if costs rise faster than monetization.
- Regulatory and data-trust scrutiny: Anything involving personal financial data increases reputational stakes—particularly as AI becomes more embedded in consumer workflows. [24]
Bottom line: Intuit stock is being priced as an AI platform—today’s news is mostly “positioning”
For Dec. 12, 2025, the most actionable “today” developments for INTU stock are:
- Planned insider sales disclosed via SEC filings (Cook and Dalzell) [25]
- Institutional holding updates surfacing in today’s market posts (notably CPPIB) [26]
- Consensus analyst targets clustering around the low-$800s, implying meaningful upside if execution remains strong [27]
- The larger strategic narrative—AI agents, OpenAI integration, and tax-season readiness—continues to be the real swing factor ahead of the next earnings cycle [28]
References
1. www.marketwatch.com, 2. www.marketwatch.com, 3. www.marketwatch.com, 4. www.marketwatch.com, 5. www.sec.gov, 6. www.tradingview.com, 7. www.sec.gov, 8. www.marketbeat.com, 9. www.marketbeat.com, 10. www.marketbeat.com, 11. stockanalysis.com, 12. www.tipranks.com, 13. www.zacks.com, 14. www.reuters.com, 15. investors.intuit.com, 16. www.barrons.com, 17. www.reuters.com, 18. www.zacks.com, 19. stockanalysis.com, 20. investors.intuit.com, 21. investors.intuit.com, 22. www.reuters.com, 23. www.barrons.com, 24. www.ft.com, 25. www.sec.gov, 26. www.marketbeat.com, 27. stockanalysis.com, 28. www.reuters.com
