Intuit Inc. (NASDAQ: INTU) spent Tuesday’s U.S. session hovering around $650 per share, easing slightly after last week’s post‑earnings rally as investors weighed a fresh stream of AI partnerships, open‑banking rollout news and new institutional ownership filings. As of late afternoon on November 25, Intuit shares were trading just under $650, down about half a percent on the day, within an intraday range roughly between $641 and $658 and implying a market value around $180 billion. [1]
Despite the modest pullback, sentiment around Intuit remains dominated by its AI‑driven growth story, its new OpenAI partnership, and a series of data‑heavy initiatives like open banking in Australia that deepen the company’s data and distribution moat.
How Intuit Stock Is Trading on November 25, 2025
- Price & range: Intuit was recently quoted at $649.97, with a session high of $658.47 and a low of $640.55 on Tuesday.
- Liquidity & scale: Volume stood in the low‑to‑mid millions of shares, in line with recent trading, putting daily dollar volume comfortably in the billions. [2]
- Balance sheet & risk profile: The company carries a quick and current ratio of 1.36, a debt‑to‑equity ratio of 0.30, and a beta around 1.25, signalling a solid balance sheet and volatility slightly above the broader market. [3]
- Valuation: On recent numbers, Intuit trades at a price‑to‑earnings multiple around the high‑40s and a PEG ratio near 2.5, with a 52‑week range of roughly $533–$814. [4]
Technical services are split on the near‑term picture:
- AI‑driven models at Stock Traders Daily describe “strong” near‑term momentum inside a mid‑channel trading range, with support in the mid‑$630s and longer‑term upside targets above $700. [5]
- By contrast, StockInvest downgraded Intuit to a short‑term “sell candidate” after Monday’s 1.5% drop, arguing that the stock is still in a short‑term falling trend and forecasting a possible drift towards the low‑$620s over the next three months, even while noting nearby support around $649–$650. [6]
In other words, fundamentals look strong, but the chart is asking the stock to “prove it” at current valuation levels.
Today’s Fresh News Flow for Intuit (November 25, 2025)
1. Open Banking Goes Live for QuickBooks in Australia
One of the most concrete new headlines dated November 25, 2025 comes from Intuit’s Australian business.
According to Broker Daily (MortgageBusiness/BrokerDaily.au), Intuit Australia has now activated open‑banking data feeds for QuickBooks, working with SISS Data Services as its outsourced service provider. [7]
Key points from today’s coverage:
- Intuit has switched on Consumer Data Right (CDR)‑based, open‑banking feeds for Australian business customers using QuickBooks.
- The new feeds are already live with Commonwealth Bank of Australia and NAB, with more than 100 additional institutions expected to follow. [8]
- Intuit became an Accredited Data Recipient on 31 October 2025; new QuickBooks customers must now use CDR‑based connections instead of legacy “screen scraping.” [9]
- Existing customers are being encouraged to migrate to the new feeds, which provide faster, permissioned access to real‑time transaction data and reduce manual document chasing. [10]
Intuit executives frame this shift as a data foundation for its AI‑driven expert platform, allowing the company to run more powerful analytics on cleaner, higher‑quality financial data for small businesses, accountants and brokers. [11]
For shareholders, this is more than a regional tech upgrade: it deepens Intuit’s regulatory‑grade data moat in a key market and creates additional pathways to monetize AI‑powered advisory tools inside QuickBooks.
2. Zacks Highlights SMB MediaLabs Partnership with The Trade Desk
Today, Zacks Equity Research spotlighted Intuit’s growing ad‑tech ambitions in an article on its SMB MediaLabs network and a new integration with The Trade Desk. [12]
The underlying move was first detailed in an Intuit press release on November 24:
- Intuit’s SMB MediaLabs audiences are now available on The Trade Desk, giving advertisers direct access to Intuit’s first‑party SMB segments built from its massive QuickBooks and broader platform data. [13]
- The data is aggregated and de‑identified, with campaigns required to follow Intuit’s advertising and privacy guidelines. [14]
- The integration significantly expands the reach of SMB MediaLabs across connected TV, audio, display and digital out‑of‑home channels, and makes the audiences discoverable directly inside The Trade Desk’s interface. [15]
Why it matters for the stock: Intuit is quietly building a high‑margin, data‑monetization engine on top of its core software franchises. The Trade Desk integration turns Intuit’s unique SMB data into a premium, targetable asset for advertisers, potentially adding an incremental growth leg beyond traditional subscriptions and payments.
3. AI Mega‑Deal with OpenAI Remains a Key Narrative Driver
Although announced last week, Intuit’s multi‑year partnership with OpenAI is still central to how the market is valuing the stock today.
- Reuters reports that Intuit has signed a multi‑year agreement worth more than $100 million to use OpenAI’s models to power AI agents across products like TurboTax, Credit Karma and QuickBooks. Shares rose about 3.4% in pre‑market trading when the deal was announced on November 18. [16]
- Intuit’s own press release describes the partnership as a way to deliver personalized financial insights and actions directly inside ChatGPT, allowing users to do things like estimate tax refunds, compare loans or improve business cash flow through Intuit apps embedded in the ChatGPT experience. [17]
- Intuit will also deepen its use of OpenAI’s frontier models inside its proprietary GenOS AI platform under a $100M+ contract, extending AI agents across its ecosystem to automate tasks like cash‑flow forecasting, tax prep and payroll. [18]
For investors, this deal both reinforces Intuit’s AI leadership and helps explain why Wall Street is willing to pay a premium multiple: the company is positioning itself as a financial co‑pilot inside mainstream AI interfaces, not just a tax and accounting software vendor.
4. LA28 Olympic Partnership Boosts Brand and Long‑Term Visibility
On the brand and sponsorship front, November 25 coverage from Ministry of Sport spotlighted Intuit’s newly announced role as a Founding Partner of the LA28 Olympic and Paralympic Games, building on an Intuit press release from November 21. [19]
Key details:
- Intuit has signed a multi‑year domestic partnership with Team USA and LA28, becoming a founding partner in the financial management software category. [20]
- The Intuit Dome, home of the LA Clippers, will host five‑on‑five men’s and women’s basketball during LA28 and will retain its commercial name—a first for an Olympic venue. [21]
- Legacy initiatives include a Small Business Supplier Program, free TurboTax services for select Team USA athletes, and expanded financial education programs for students in the Los Angeles area. [22]
While this doesn’t change near‑term earnings, it cements Intuit’s brand at the center of a global event, amplifying its mission of “powering prosperity” and potentially enhancing customer acquisition across consumer and small‑business segments heading into 2028.
5. “INTU Stock Today” Coverage Emphasizes AI and Data Moats
A same‑day feature at TechStock² under the headline “Intuit Stock Today (INTU) on November 25, 2025: AI‑Fueled Rally, OpenAI Deal and New Open Banking Push” ties together many of these themes for traders. TS2 Tech
That piece highlights:
- The post‑earnings move higher after Intuit beat Q1 FY26 estimates and reiterated strong full‑year guidance. TS2 Tech+1
- The OpenAI partnership as a key catalyst for sentiment. TS2 Tech+1
- The Australian open‑banking rollout as an example of how Intuit is using high‑quality, permissioned data to power its AI‑driven expert platform. TS2 Tech+1
For readers scanning Google Discover or Google News, these narratives reinforce the idea that Intuit is an AI‑and‑data story as much as it is a tax‑software story.
Big‑Money Flows: What Today’s Filings Say About Institutional Appetite
November 25 also brought a cluster of new 13F‑style coverage from MarketBeat, detailing how major institutions have been positioning in Intuit:
- Jefferies Financial Group Inc. boosted its stake by an eye‑catching 1,970.6% in Q2, to 74,067 shares worth about $58.3 million, making Intuit roughly 0.5% of its portfolio and its 10th‑largest position. [23]
- Picton Mahoney Asset Management increased its holdings by 8.6%, buying 2,489 shares to reach 31,519 shares valued near $24.8 million. [24]
- American Century Companies Inc. raised its position by 77.2% in Q2, to 144,514 shares worth roughly $113.8 million. [25]
- Advisors Asset Management Inc., by contrast, trimmed its stake by 7.5%, selling 1,404 shares to hold 17,337 shares worth about $13.7 million. [26]
Across these reports, MarketBeat notes that:
- Institutional investors and hedge funds own about 83.7% of Intuit’s float. [27]
- Insiders have sold around 1,800–1,900 shares over the last few months, worth roughly $1.2 million, leaving corporate insiders with about 2.7% ownership. [28]
The net message for November 25: large asset managers continue to treat Intuit as a core, long‑term holding, even as some smaller firms lock in gains or rebalance.
Fundamentals Still Anchored by a Strong Q1 FY26
Today’s trading is happening in the shadow of a very strong earnings print from last week.
In its November 20 results, Intuit reported for Q1 fiscal 2026 (quarter ended October 31): [29]
- Total revenue: $3.885 billion, up 18% year‑on‑year, beating consensus (about $3.76B). [30]
- Global Business Solutions revenue: $3.0B, up 18%, with Online Ecosystem revenue up 21% to $2.4B. [31]
- Consumer revenue: $894M, up 21%. [32]
- GAAP operating income: $534M, +97%; non‑GAAP operating income $1.258B, +32%. [33]
- GAAP EPS: $1.59 (+127%); non‑GAAP EPS: $3.34 (+34%), beating the Zacks consensus by roughly $0.24–$0.25. [34]
The company also reiterated full‑year FY26 guidance, calling for: [35]
- Revenue of $21.0–$21.2 billion (+12–13%).
- GAAP operating income growth of 17–19%, non‑GAAP operating income growth of 14–15%.
- GAAP EPS of $15.49–$15.69 (up ~13–15%) and non‑GAAP EPS of $22.98–$23.18.
Capital return remains part of the story:
- Intuit repurchased $851 million of stock in the quarter and has about $4.4 billion left under its current authorization. [36]
- The board approved a quarterly dividend of $1.20 per share (about $4.80 annualized, ~0.7% yield at current prices), a 15% increase year‑on‑year. [37]
These results underpin many of today’s analyst notes and news articles, which consistently emphasize that Intuit is delivering double‑digit growth with expanding margins while layering on new AI‑driven features across its platform.
Analyst Sentiment: Generally Bullish, But “Priced for Execution”
Fresh commentary today and in recent days continues to paint a largely positive—but valuation‑sensitive—analyst picture:
- MarketBeat’s aggregation of Wall Street ratings shows 1 Strong Buy, 21 Buy, 4 Hold and 1 Sell, for an overall “Moderate Buy” rating and an average price target near $798. [38]
- A feature at StockStory/FinancialContent listing Intuit among “Wall Street’s favorite stocks with exciting potential” cites a consensus target around $804, implying mid‑20s percentage upside from the mid‑$650s, and highlights robust billings growth and strong free‑cash‑flow margins. [39]
- A TipRanks roundup of “Strong Buy growth stocks” pegs Intuit’s average target even higher, around $829, with an expected revenue growth rate above 17%, roughly double the broader tech sector, and a five‑year revenue CAGR in the mid‑teens. [40]
The takeaway for November 25:
- Fundamental analysts remain clearly positive, encouraged by the Q1 beat, durable subscription economics and the monetization potential of AI agents and data partnerships.
- At the same time, technical services like StockInvest are more cautious near term, highlighting the risk that a rich multiple could amplify any disappointment or macro wobble. [41]
What It All Means for Intuit Stock on November 25, 2025
Putting today’s price action and news together, several themes stand out:
- AI is now central to the Intuit thesis.
The OpenAI partnership, expanded use of GenOS, and the shift to high‑quality open‑banking feeds in Australia all feed a narrative where AI‑driven automation and insights are key revenue and margin drivers, not side experiments. [42] - Data moats are getting deeper.
Open banking in Australia and SMB MediaLabs’ integration with The Trade Desk show Intuit leveraging its privileged access to small‑business and consumer data in increasingly sophisticated ways, turning data into both better product experiences and incremental advertising revenue. [43] - Institutional money largely views Intuit as a core compounder.
Big increases from Jefferies, Picton Mahoney and American Century, plus institutional ownership above 80%, suggest that professional investors still see Intuit as a long‑duration growth asset, even as some smaller holders take profits. [44] - Valuation remains the main tension.
With the stock still trading at a premium multiple after a multi‑year run, and with some technical services flagging near‑term downside risk, the market is effectively saying: “show us continued flawless execution and AI monetization.” [45] - Brand and ecosystem investments add long‑term optionality.
The LA28 partnership, Intuit Dome branding and financial‑education initiatives won’t move next quarter’s EPS, but they do reinforce Intuit’s position as a household‑name financial platform, which can support pricing power and customer loyalty over time. [46]
Key Takeaways for Investors Watching INTU Today
- Price: Around $650, modestly lower on the day but still well above the 52‑week low and below prior highs near $800+. [47]
- Momentum: Mixed signals—AI‑driven models see strong near‑term sentiment, while traditional technical services warn of a possible short‑term drift lower within a falling trend. [48]
- Fundamentals: Q1 FY26 delivered 18% revenue growth and 34% non‑GAAP EPS growth, with full‑year guidance reiterated and a growing dividend. [49]
- News drivers today:
- Open banking rollout for QuickBooks in Australia. [50]
- Zacks’ coverage of the SMB MediaLabs–Trade Desk integration. [51]
- Continued attention on the $100M+ OpenAI partnership. [52]
- Multiple MarketBeat notes on rising institutional ownership. [53]
- Sports‑business coverage of the LA28 founding partnership. [54]
As of November 25, 2025, Intuit stock sits in a “high‑quality but high‑expectations” zone: the company is delivering strong numbers and headline‑grabbing AI initiatives, but the market is already pricing in a lot of that future success.
Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always do your own research or consult a licensed financial adviser before making investment decisions.
References
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