Intuit Inc. (INTU) Market Activity and Investor Sentiment in Early 2026

Shareholder Transactions

  • WestEnd Advisors, LLC purchased 58,481 shares of Intuit on 30 January 2026.
  • Birch Hill Investment Advisors LLC bought 3,260 shares on 30 January 2026.
  • Krilogy Financial LLC sold 896 shares on 1 February 2026.
  • EARNED WEALTH ADVISORS, LLC sold 258 shares on 1 February 2026.
  • Bayforest Capital Ltd sold 328 shares on 31 January 2026.
  • Elevated Capital Advisors, LLC sold 168 shares on 31 January 2026.
  • LECAP ASSET MANAGEMENT LTD sold 896 shares on 30 January 2026.
  • REGIONS FINANCIAL CORP sold 35,591 shares on 30 January 2026.
  • FIRST HORIZON CORP sold 440 shares on 30 January 2026.
  • Mizuho issued a comment on 30 January 2026, stating that concerns about AI‑driven tax‑filing capabilities are overblown for Intuit.

These transactions indicate active trading by both long and short positions, with a net purchase of over 50,000 shares by two large investment firms versus a net sale of roughly 40,000 shares by multiple entities.

Stock Price Movements

  • As of 29 January 2026, Intuit’s closing price was $498.92.
  • The 52‑week high (29 July 2025) stood at $813.70, while the 52‑week low (28 January 2026) was $491.72.
  • The share price declined by 24 % in 2026 to date, as highlighted by The Motley Fool and Finviz.
  • Market reports note that Intuit’s decline aligns with a broader sell‑off in software stocks, which have fallen roughly 18 % over the previous six months amid AI‑related concerns.

Earnings and Outlook

  • Intuit reported a solid fiscal first quarter in November 2025 and reiterated a full‑year outlook featuring double‑digit revenue and earnings growth.
  • Despite the earnings outlook, the stock has been pressured by a market theme of re‑rating software valuations to lower levels.

Analyst Perspectives

  • Mizuho has dismissed AI tax‑filing concerns as overstated, implying confidence in Intuit’s existing product suite.
  • Other analyst commentary (e.g., from TipRanks and Business Insider) points out that Intuit is currently trading near its 52‑week low but possesses solid fundamentals that could support a rebound of 60 % or more.

Market Context

  • The broader Nasdaq environment has been volatile, with technology stocks experiencing significant volatility.
  • Intuit’s share price has dipped more than the broader market, underscoring sector‑specific pressures rather than company‑specific operational issues.

Summary Intuit Inc. has seen significant institutional trading activity in late January and early February 2026. While the company maintains a positive earnings outlook, its stock has fallen sharply in the current year, reflecting a market trend of downgrading software valuations amid AI uncertainty. Analyst sentiment remains cautiously optimistic, citing the company’s robust fundamentals and potential for upside if broader market conditions improve.