Intuit beat Q3 earnings, raised 2026 guidance, and launched stablecoin integration, while a major investor increased its stake.

In Q3 2025, USA Financial Formulas acquired 2,452 shares of Intuit ($INTU), valuing the stake at $1.67 million, making it the 27th largest holding. Intuit reported strong Q3 earnings, with $3.34 EPS—$0.25 above estimates—and $3.87 billion in revenue, up 18.3% year-over-year. The company raised fiscal 2026 guidance to $3.63–$3.68 per share and announced a $1.20 quarterly dividend. Intuit partnered with Circle to integrate stablecoins, aiming to boost payments and cut costs. Despite insider sales totaling $177.37 million in the quarter and a cautious note from Wolfe Research, analysts maintain a “Moderate Buy” consensus with an average price target of $796.60.