Latest revenue
$4.65B
as of 2026-01-31
Latest net income
$693.0M
as of 2026-01-31
Net margin
14.9%
as of 2026-01-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $87.52B
- Enterprise value
- $90.73B
- P/E (trailing)
- 22.6×
- Forward P/E
- —
- P/B
- 4.59×
- Dividend yield
- 1.5%
- 52-wk high
- $813.70
- 52-wk low
- $302.36
- Beta
- —
- Shares out
- 273.5M
5-year trend
What this company does
Intuit operates a financial software platform spanning TurboTax for taxes, QuickBooks for small business accounting, Credit Karma for consumer credit, and Mailchimp for marketing. The company generates the bulk of its $4.65 billion quarterly revenue from subscription services, with product sales a small remainder, and is increasingly extending capital via notes receivable to small businesses. Revenue grew 17% year-over-year and net income jumped 47% to $693 million, as Intuit pushes its AI-driven Intuit Enterprise Suite up-market toward mid-market customers.
Generated from INTU's filing dated 2025-09-03
Key risks
- Credit risk scaling: notes receivable held for investment grew to $1.7B with credit loss provisions up 62% YoY to $105M.
- Seasonality concentration: business heavily dependent on U.S. tax season (TurboTax/ProConnect), exposing FY results to Q3 execution risk.
- Aggressive capital return amid rising leverage: $1.8B buybacks plus $684M dividends drove short-term debt from $0 to $749M.
Generated from INTU's filing dated 2025-09-03
Profitability
Operating margin
26.1%
17.3%Net margin
20.5%
12.9%Return on equity
19.6%
14.4%Return on assets
10.5%
13.5%Leverage
Debt / equity
0.88×
1.7%Long-term debt / equity
0.30×
5.5%Debt / assets
46.7%
0.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $4.65B | +17.4% | $693.0M | +47.1% | 14.9% |
Q4 2025 2025-10-31 | $3.88B | +18.3% | $446.0M | +126.4% | 11.5% |
Q3 2025 2025-07-31 | $3.83B | +20.3% | $381.0M | +2005.0% | 9.9% |
Q2 2025 2025-04-30 | $7.75B | +15.1% | $2.82B | +18.0% | 36.4% |
Q1 2025 2025-01-31 | $3.96B | +17.0% | $471.0M | +33.4% | 11.9% |
Q4 2024 2024-10-31 | $3.28B | +10.2% | $197.0M | -18.3% | 6.0% |
Q3 2024 2024-07-31 | $3.18B | — | $-20.0M | — | -0.6% |
Q2 2024 2024-04-30 | $6.74B | — | $2.39B | — | 35.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
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Insider activity
Insider buying
$0
Insider selling
$568.2M
Net activity
−$568.2M
Distinct insiders
10
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns INTU
Institutional value
$31.80B
Total shares held
74.7M
Distinct holders
697
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 18.1M | $7.82B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.3M | $3.58B | — | New |
| 3 | Invesco Ltd. | 4.5M | $1.96B | — | New |
| 4 | Bank of New York Mellon Corp | 2.6M | $1.14B | — | New |
| 5 | Nuveen, LLC | 2.3M | $992.8M | — | New |
| 6 | UBS Group AG | 2.1M | $897.0M | — | New |
| 7 | Legal & General Group Plc | 2.0M | $885.8M | — | New |
| 8 | Fisher Asset Management, LLC | 2.0M | $879.9M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $693.7M | — | New |
| 10 | WELLS FARGO & COMPANY/MN | 1.3M | $556.9M | — | New |
| 11 | DEUTSCHE BANK AG\ | 1.2M | $538.9M | — | New |
| 12 | PRIMECAP MANAGEMENT CO/CA/ | 1.1M | $463.2M | — | New |
| 13 | Vontobel Holding Ltd. | 862.6K | $373.0M | — | New |
| 14 | CITIGROUP INC | 826.7K | $357.5M | — | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 820.6K | $354.8M | — | New |
| 16 | Swiss National Bank | 816.6K | $353.1M | — | New |
| 17 | DIMENSIONAL FUND ADVISORS LP | 803.3K | $347.3M | — | New |
| 18 | California Public Employees Retirement System | 692.4K | $299.4M | — | New |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 671.2K | $290.2M | — | New |
| 20 | Mitsubishi UFJ Asset Management Co., Ltd. | 661.9K | $286.2M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Notes receivable held for investment jumped to $1.7B with credit loss provisions up 62% to $105M—what's driving deterioration in QuickBooks Capital underwriting?
- 2
S&M rose 14% YoY to $2.48B and R&D up 18%—why isn't AI-driven leverage showing up before the TurboTax peak quarter?
- 3
You repurchased $1.8B of stock while taking on $749M short-term debt and cash fell $2.7B—is the buyback pace sustainable?
Refreshed when INTU files a new report · last from 2025-09-03