Intuit reports Q4 earnings on Feb. 25, 2026, amid declining stock performance, insider selling, and lowered analyst price targets despite AI partnerships and rising institutional ownership.

Intuit Inc. (INTU) is set to report Q4 earnings on February 25, 2026, with analysts expecting 14.5% revenue growth, down from last year’s 17%. The stock, trading at $358.75, has fallen 36.1% this month amid sector-wide declines, despite a multi-year AI partnership with Anthropic to integrate customizable AI agents into QuickBooks and TurboTax. Institutional ownership rose 3.8% to 83.66%, but insiders sold $255.5 million in shares in the past 90 days, including CEO Sasan Goodarzi’s 75% stake reduction. While William Blair maintains a Buy rating, several firms including Wells Fargo and Barclays have lowered price targets, citing valuation and execution risks. The company’s market cap stands at $99.82 billion, with a P/E ratio of 24.52 and a beta of 1.24.