Insider Trading March 12, 2026

Intuit Director Sells 999 Shares Worth $457,045 Amid Mixed Analyst Views

Richard L. Dalzell executed a three-day sale under a pre-arranged 10b5-1 plan as Intuit reports strong fiscal Q2 results and analysts debate valuation

By Leila Farooq INTU
Intuit Director Sells 999 Shares Worth $457,045 Amid Mixed Analyst Views
INTU

Intuit director Richard L. Dalzell disposed of 999 shares of the company's common stock over three trading days in March 2026, generating proceeds of $457,045. The trades were carried out under a Rule 10b5-1 plan adopted in March 2025. The transactions coincided with recent volatility in Intuit shares and a quarter of solid financial performance, while brokers expressed differing views on the stock's valuation and outlook.

Key Points

  • Intuit director Richard L. Dalzell sold 999 shares over March 10-12, 2026 under a Rule 10b5-1 plan, generating $457,045 in proceeds.
  • Intuit reported fiscal Q2 2026 revenue of $4.651 billion and adjusted operating income of $1.549 billion with a 33.3% margin, both ahead of consensus estimates.
  • Analysts hold mixed views on Intuit’s valuation and outlook - ratings and price targets range from Neutral ($519) to Buy ($700) and Outperform ($550). Sectors impacted include software, technology, and financial markets.

Director Richard L. Dalzell of Intuit INC (NASDAQ:INTU) sold a total of 999 shares of the company’s common stock over the course of three days, according to a Form 4 filing with the Securities and Exchange Commission. The transactions took place between March 10 and March 12, 2026, and produced aggregate proceeds of $457,045.

The disposition was evenly split, with Dalzell selling 333 shares on each trading day. Sale prices recorded in the filing were $474.01 per share on March 10, $458.10 per share on March 11, and $440.40 per share on March 12.

After completing these sales, Dalzell is reported to directly hold 13,253 shares of Intuit common stock.


Market context included in the filing notes that Intuit’s shares were trading at $435.13, a level that is 47% below the company’s 52-week high of $813.70. The stock has declined 32% over the last six months, according to InvestingPro data cited in the original filing details. At the time of the report, the company carried a market capitalization of $120.65 billion and a price-to-earnings ratio of 28.54. InvestingPro analysis referenced in the filing considers the shares to be undervalued relative to its Fair Value.

Footnotes to the filing specify that the sales were executed pursuant to a pre-arranged Rule 10b5-1 trading plan that Dalzell adopted on March 25, 2025. The filing also noted that InvestingPro subscribers can access 16 additional ProTips for Intuit and comprehensive Pro Research Reports covering more than 1,400 U.S. equities.


The insider transactions coincided with public financial results for Intuit’s second quarter of fiscal 2026. The company reported revenue of $4.651 billion, a 17.4% increase from the year-ago period. Adjusted operating income for the quarter was $1.549 billion, representing a 33.3% adjusted operating margin. Both figures were reported to have beaten consensus estimates.

Following the quarterly release, analyst reactions diverged. Goldman Sachs maintained a Neutral rating and set a $519 price target while noting that Intuit’s fiscal 2026 guidance remained unchanged. Truist Securities kept a Buy rating but reduced its price target to $500 from $739, citing valuation concerns despite acknowledging the robust quarterly performance.

Other broker commentary reflected more upbeat takes on Intuit’s operational resilience. Rothschild Redburn upgraded the stock to a Buy rating and raised its price target to $700 from $670, pointing to the strength of QuickBooks and TurboTax in the face of potential AI-related disruption risks. Wolfe Research reiterated an Outperform rating with a $550 price target after meetings with Intuit’s chief executive officer, emphasizing growth drivers and the company’s AI+HI platform.

These developments present a picture of varied views among market participants: strong underlying results and strategic positioning are weighed against differing assessments of valuation and long-term risks. The Form 4 filing and accompanying notes make clear that Dalzell’s sales occurred under an established trading plan, and they document the ownership level that remains after the transactions.

Readers should note that the filing supplies specific transaction prices, dates, and the Rule 10b5-1 plan adoption date, but the filing does not provide any commentary from the director or the company beyond the regulatory disclosures and the referenced analyst notes.

Risks

  • Valuation concerns cited by some brokers may put downward pressure on the stock if market sentiment deteriorates; this primarily affects software and broader equity markets.
  • The company faces potential disruption risks from AI noted by analysts, which introduces uncertainty for Intuit’s product franchises such as QuickBooks and TurboTax, impacting the software and tech sectors.
  • Divergent analyst opinions and recent share price volatility create uncertainty for investors assessing near-term performance and valuation, affecting trading activity in technology and financial equities.

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