INTU at a glance
Intuit (INTU, SEC CIK 896878) filed its latest 10-K annual report on September 9, 2026, a 10-Q quarterly report on May 20, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended July 31, 2026 (FY2026), Intuit (INTU) reported revenue of $21.4 billion (up 13.9% from FY2025) and net income of $4.6 billion. Diluted EPS was $16.46.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Intuit (INTU) shares worth $29.5 billion in 13F-HR filings.
- In the last 90 days, INTU insiders reported 0 open-market purchases ($0) and 3 open-market sales ($407K) on Form 4, a net sale of $407K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $21.4B
- +13.9% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$407K
- 13F holders
- 49 funds
- $29.5B · −2 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jul 31, 2026
Risk Factors
- EU Artificial Intelligence Act (2025) and U.S. state AI laws (CA, CO, UT) may increase costs and limit AI deployment, impacting innovation and compliance
- Exposure to geopolitical risks includes Russia-Ukraine war sanctions and conflicts in the Middle East affecting international operations and supply chain
- Dependence on key third-party partners and financial institutions, with sole or limited source relationships, risks business disruption and increased costs
- Competition intensified by large platforms deploying AI and free tax software offerings, including government programs like IRS Free File, threatening revenue
- Indebtedness with financial covenants and potential repurchase obligations on 2020 Notes may reduce liquidity and constrain strategic investments
Business Overview
- Core business model: AI-driven expert financial technology platform serving consumers, small/mid-market businesses, and accountants with integrated financial, tax, and marketing solutions
- New to FY2026: Scaled AI agents launching a unified Generative AI Operating System (GenOS) platform for autonomous business and accounting workflows
- Strategic shift: Transition from tax/accounting software to AI-powered done-for-you experiences blending AI agents and human experts as a competitive advantage
- Quantitative metric: Approximately 18,600 employees plus 12,300 seasonal staff during tax season; international revenue steady at ~8% of total net revenue
- Noteworthy fact: Introduction of GenOS enables seamless automation from insight to execution, partnered with leading AI firms for compliant, personalized financial actions
Management Discussion & Analysis
- Total revenue $21.4B, up 14% YoY; Global Business Solutions $12.9B (+16%), Consumer $8.6B (+11%)
- Operating income $5.9B, up 20% YoY; net income $4.6B, up 18%, operating margin approx. 27.4% vs 26.1% in fiscal 2025
- Best performing segment: Global Business Solutions operating income $9.9B (+17%), worst: Consumer operating income $6.3B (+10%)
- Cash flow from operations $8.8B, up 42% YoY; capital allocation includes $5.4B stock repurchases, $1.3B dividends, $221M capex, $315M restructuring charges
- Forward outlook: management expects continued investment in AI, technology, increased competition, regulatory risks, and aims to complete reorganization by Q1 FY 2027
AI summary of the INTU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Apr 30, 2026
Management Discussion & Analysis
- Unallocated corporate costs $7.6B for nine months ended April 30, 2026, versus $6.9B YoY
- Corporate costs increased due to higher research and development, service revenue costs, and selling and marketing expense
Risk Factors
- Government-funded tax filing systems, including IRS Free File, could reduce consumer tax revenue
- AI-driven competition and free offerings could pressure customer retention and profitability
- FTC 2014 Credit Karma data order requires comprehensive security controls and biennial assessments for 20 years
- Cyberattacks exploiting AI, stolen credentials, or shared Intuit identities could expose sensitive customer data
- Third-party vendor breaches could trigger litigation, fines, service outages, and reputational damage
AI summary of the INTU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Intuit reported fiscal Q4 and full-year results for the period ended July 31, 2026
- Forward-looking guidance accompanied the earnings release, making outlook assumptions the key investor focus
Item 8.01: Other Events
- Quarterly cash dividend of $1.38 per share approved by Intuit’s board
- Payment scheduled for October 16, 2026
Item 8.01: Other Events
- $1.75B senior-notes issuance: $750M due 2031 at 4.950% and $1B due 2036 at 5.500%
- Approximately $1.74B net proceeds for general corporate purposes, including potential debt refinancing
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction of approximately 17%, signaling significant organizational restructuring and potential execution disruption
- Estimated restructuring charges of $300 million to $340 million, primarily in fiscal Q4 2026
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended April 30, 2026 results announced on May 20, 2026
- Forward-looking guidance provided, relevant for updated investor expectations
Item 8.01: Other Events
- Board-approved cash dividend of $1.20 per share
- Payment scheduled for July 17, 2026, to shareholders recorded July 9, 2026
Item 7.01: Regulation FD Disclosure
- CEO Sasan Goodarzi’s employee email disclosed the Plan under Regulation FD
- Exhibit 99.02 contains the substantive Plan details relevant to investors
AI summaries of INTU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for INTU
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hanebrink Anton | M | Oct 1, 2026 | 251 | - |
| Hanebrink Anton | M | Oct 1, 2026 | 224 | - |
| Hanebrink Anton | M | Oct 1, 2026 | 190 | - |
| Hanebrink Anton | F | Oct 1, 2026 | 344.804 | $275.71 |
| Hanebrink Anton | M | Oct 1, 2026 | 251 | - |
| Hanebrink Anton | M | Oct 1, 2026 | 224 | - |
| Hanebrink Anton | M | Oct 1, 2026 | 190 | - |
| Cozzens Tyler Ralph | M | Oct 1, 2026 | 94 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $18.8B | $21.4B |
| Operating Income | $3.6B | $4.9B | $5.9B |
| Net Income | $3.0B | $3.9B | $4.6B |
| Op. Margin | - | 26.1% | 27.4% |
| Net Margin | - | 20.5% | 21.3% |
| Balance Sheet | |||
| Total Assets | - | $37.0B | $36.8B |
| Equity | - | $19.7B | $19.0B |
| ROE | - | 19.6% | 24.0% |
| Per Share | |||
| EPS | - | $13.67 | $16.46 |
| Cash Flow | |||
| Operating CF | $4.9B | $6.2B | $8.8B |
| CapEx | $191.0M | $84.0M | $175.0M |
Source: XBRL data in Intuit (INTU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate INTU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $29.51B |
| Q1 2026 | 51 | $52.30B |
| Q4 2025 | 57 | $82.75B |
| Q3 2025 | 60 | $89.33B |
| Q2 2025 | 56 | $91.40B |
| Q1 2025 | 52 | $49.62B |
| Q4 2024 | 47 | $41.07B |
| Q3 2024 | 41 | $19.63B |
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- Renaissance Technologies LLC+765.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 413 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
INTU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 10-K | Sep 9, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
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INTU SEC filings: frequently asked questions
Are INTU insiders buying or selling?
In the last 90 days, Intuit (INTU) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $407,016 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold INTU stock?
As of June 30, 2026, the largest Intuit (INTU) holders among the 13F filers tracked by SignalX were BlackRock ($6.9 billion), Vanguard Capital Management LLC ($4.7 billion), State Street Corp ($3.5 billion), Invesco Ltd ($2.5 billion), Vanguard Portfolio Management LLC ($2.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was INTU's revenue in fiscal year 2026?
For the fiscal year ended July 31, 2026 (FY2026), Intuit (INTU) reported revenue of $21.4 billion (up 13.9% from FY2025) and net income of $4.6 billion. Diluted EPS was $16.46. The figures come from the XBRL data in the 10-K.
What are the main risks in INTU's latest 10-K?
In the 10-K filed September 9, 2026, Intuit (INTU) flagged: EU Artificial Intelligence Act (2025) and U.S. state AI laws (CA, CO, UT) may increase costs and limit AI deployment, impacting innovation and compliance. Exposure to geopolitical risks includes Russia-Ukraine war sanctions and conflicts in the Middle East affecting international operations and supply chain. (AI summary of the Risk Factors section.)
What did INTU report in its latest 8-K?
Intuit (INTU) filed an 8-K on August 25, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Intuit reported fiscal Q4 and full-year results for the period ended July 31, 2026.
What are the latest INTU SEC filings?
Intuit (INTU) filed its latest 10-K annual report on September 9, 2026, a 10-Q quarterly report on May 20, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on October 5, 2026.
What is INTU's SEC CIK number?
Intuit (INTU)'s SEC Central Index Key (CIK) is 896878. EDGAR lists every INTU filing under that number.
Ask anything about INTU
The research agent reads INTU's filings, financials, insider trades and 13F holders, then answers with sources.