Intuit Beheer
Beheer criteriumcontroles 3/4
De CEO Intuit is Sasan Goodarzi, benoemd in Jan2019, heeft een ambtstermijn van 7.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 36.85M, bestaande uit 3.5% salaris en 96.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.006% van de aandelen van het bedrijf, ter waarde $ 6.12M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.5 jaar en 8.6 jaar.
Belangrijke informatie
Sasan Goodarzi
Algemeen directeur
US$36.8m
Totale compensatie
| Percentage CEO-salaris | 3.53% |
| Dienstverband CEO | 7.3yrs |
| Eigendom CEO | 0.006% |
| Management gemiddelde ambtstermijn | 3.5yrs |
| Gemiddelde ambtstermijn bestuur | 8.6yrs |
Recente managementupdates
Recent updates
Seeking Alpha • May 12
Intuit: SaaSpocalypse Creating An Opportunity To Buy For The Long Run (Rating Upgrade)
Summary Intuit Inc. has achieved strong revenue growth (14% 3-year CAGR) and significant margin expansion, despite a 29% share price decline. INTU's core products, TurboTax and QuickBooks, maintain a resilient moat through regulatory complexity, proprietary data, and AI integration, making them hard to displace. The market's negative sentiment from the 'SaaSpocalypse' and AI disruption fears appear overdone; INTU's fundamentals and adaptability remain robust. I assign INTU a buy rating, seeing a 55% discount to fair value ($615/share), but acknowledge the potential for continued short-term downside pressure. Read the full article on Seeking Alpha
Narratiefupdate • Apr 23
INTU: AI Embedded Agents And Partnerships Will Support Future Franchise Resilience
Analysts have reduced Intuit's fair value estimate by about $9 to $594, reflecting modestly higher discount rate and P/E assumptions. This comes even as recent research highlights solid TurboTax performance, resilient QuickBooks and TurboTax franchises, and ongoing debate around AI related risks and opportunities.Narratiefupdate • Apr 08
INTU: AI Embedded Agents And Partnerships Will Support Future Product Resilience
Intuit's analyst fair value estimate has been trimmed slightly to $603.49. Analysts point to renewed confidence in the resilience of its QuickBooks and TurboTax franchises to AI disruption, along with ongoing AI adoption across the product set, as key reasons for maintaining generally constructive long term assumptions despite a wave of reduced price targets.Narratiefupdate • Mar 24
INTU: AI Partnerships And Embedded Agents Will Support Future Product Usage
The analyst price target for Intuit has been raised slightly to $610.16 from $605.52, as analysts highlight resilient QuickBooks and TurboTax franchises, perceived overstatements of AI disruption risk, and continued AI driven product traction. These factors support modestly higher revenue growth and profit margin assumptions, alongside a slightly lower future P/E multiple.
Nieuw narratief • Mar 24
AI And Human Expertise Will Transform Mid Market ERP Adoption For Years
Catalysts About Intuit Intuit provides tax, accounting, money management and marketing software and services for consumers, small businesses, mid-market enterprises and professional accountants. What are the underlying business or industry changes driving this perspective?
Nieuw narratief • Mar 20
A Wonderful Business at a Not-So-Wonderful Price
There's an old investing adage I keep coming back to: it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Intuit is, by nearly every measure, a wonderful company.Narratiefupdate • Mar 09
INTU: AI Adoption In Tax And Small Business Will Support Future Usage
Our updated fair value estimate for Intuit moves lower to align with the Street's reset in price targets toward the $500 to $600 range, as analysts factor in slightly softer growth and margin assumptions while still highlighting resilient tax and small business franchises and emerging AI traction despite recent AI related concerns. Analyst Commentary Street research on Intuit has shifted toward lower price targets clustered around the $500 to $600 range, but with many firms still maintaining positive ratings.
Nieuw narratief • Mar 06
Intuit Inc (INTU): The Financial Intelligence OS – Scaling AI-Driven Expert Platforms in 2026.
Intuit (INTU) is currently redefining the financial technology landscape as a "category of one" platform, trading at $433.35 as of the March 6, 2026, market close. The stock has shown recent resilience, climbing 18.3% following a blowout Q2 earnings report that silenced critics concerned about AI disruption.Narratiefupdate • Feb 23
INTU: AI Adoption And Credit Karma Traction Will Support Future Platform Usage
Our Intuit fair value estimate edges lower to $761.29 from $777.85 as analysts trim price targets into fiscal Q2, citing tougher tax comparisons, a slightly lower assumed future P/E of 40.89, and some caution around execution timing, even as they still highlight potential support from areas like Credit Karma and longer term AI adoption. Analyst Commentary Recent research shows a clear split between bullish and bearish analysts as they reset expectations ahead of fiscal Q2, adjusting targets while debating how much to credit Intuit for AI initiatives, Credit Karma traction, and the tax business setup.
Nieuw narratief • Feb 23
AI Adoption Risks And Credit Cycles Will Shape A Cautiously Optimistic Long Term Outlook
Catalysts About Intuit Intuit provides software and services that help consumers, small businesses and accountants manage taxes, accounting, marketing and personal finance. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Feb 09
INTU: OpenAI Alliance And AI Adoption Will Support Future Agentic Platform Usage
Narrative Update on Intuit Analysts have trimmed their price target on Intuit by about US$10 to reflect slightly lower revenue growth assumptions and a modestly lower future P/E multiple. They still note potential benefits over time from AI driven tax and software demand and the OpenAI partnership.Narratiefupdate • Jan 26
INTU: OpenAI Partnership Will Drive Future AI Agent Adoption
Narrative Update on Intuit Our analyst price target for Intuit has edged down by about US$10 to reflect a slightly lower fair value and P/E assumption, even as analysts point to AI tailwinds, the OpenAI partnership, and potential Credit Karma strength. Analysts are also flagging tougher tax season comparisons and awaiting clearer proof of assisted tax share gains.
Narratiefupdate • Jan 20
Intuit: Why Tax Complexity Keeps Compounding the Long-Term Opportunity
At first glance, Intuit (NASDAQ: INTU) can look like a mature software company operating in a slow-moving space. Tax filing, bookkeeping, and payroll aren’t exactly growth buzzwords.Narratiefupdate • Jan 12
Intuit (INTU): When Tax Software Becomes Financial Infrastructure
Intuit (NASDAQ: INTU) is often associated with a single moment on the calendar: tax season. TurboTax, QuickBooks, and Credit Karma are household names tied to annual rituals of compliance and planning.Narratiefupdate • Jan 10
INTU: OpenAI Deal And Tax Shifts Will Support Future AI Agents
Analysts have trimmed their fair value estimate for Intuit by about US$6 to roughly US$797 per share. This reflects slightly lower long term revenue growth and P/E assumptions, even as recent research highlights mixed views on near term tax momentum, Credit Karma upside, and the OpenAI partnership.Analyseartikel • Jan 05
Why We're Not Concerned About Intuit Inc.'s (NASDAQ:INTU) Share Price
Intuit Inc.'s ( NASDAQ:INTU ) price-to-earnings (or "P/E") ratio of 42.5x might make it look like a strong sell right...Narratiefupdate • Dec 25
INTU: OpenAI Partnership Will Drive AI Agents And Credit Upside
Narrative Update on Intuit Analysts have made a modest adjustment to their price target for Intuit, trimming fair value by about $1 to roughly $804 per share as they factor in slightly lower long term growth assumptions, offset by improving margin expectations and increasing confidence in the OpenAI partnership and Credit Karma upside. Analyst Commentary Bullish analysts see the recent OpenAI partnership and improving Credit Karma backdrop as key supports for Intuit's premium valuation, even after modestly lower long term growth assumptions.Narratiefupdate • Dec 11
INTU: OpenAI Partnership Will Drive AI Agents And Credit Platform Upside
Analysts have raised their price target on Intuit to $875 per share, citing the de risking impact of its new OpenAI partnership and a more bullish outlook for Credit Karma revenue growth. Analyst Commentary Bullish Takeaways Bullish analysts view the OpenAI partnership as removing a key competitive overhang, supporting higher confidence in Intuit's long term earnings power and justifying a premium valuation multiple.Analyseartikel • Nov 27
Statutory Profit Doesn't Reflect How Good Intuit's (NASDAQ:INTU) Earnings Are
Even though Intuit Inc.'s ( NASDAQ:INTU ) recent earnings release was robust, the market didn't seem to notice. Our...Narratiefupdate • Nov 27
INTU: OpenAI Partnership Will Expand Distribution Reach and Drive Upside Momentum
Intuit’s analyst price target has decreased slightly, moving from $807.12 to $805.22, as analysts balance improved Credit Karma prospects and new partnerships with OpenAI with modest adjustments to forecasts. Analyst Commentary Analysts have offered a variety of perspectives on Intuit’s outlook, drawing from recent developments in partnerships and Credit Karma performance.Analyseartikel • Nov 23
Intuit Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
As you might know, Intuit Inc. ( NASDAQ:INTU ) just kicked off its latest first-quarter results with some very strong...Narratiefupdate • Nov 12
INTU: Upcoming Regulatory Shift Will Drive Segment Momentum Into 2025
The average analyst price target for Intuit has been reduced by $12.61 to $807.12, as analysts cite a mix of positive segment momentum alongside cautious outlooks on future growth and margins. Analyst Commentary Analyst sentiment on Intuit is divided, with multiple firms adjusting their price targets and highlighting both positive execution and ongoing risks regarding the company’s growth trajectory.Analyseartikel • Sep 19
Intuit's (NASDAQ:INTU) Dividend Will Be Increased To $1.20
Intuit Inc. ( NASDAQ:INTU ) will increase its dividend from last year's comparable payment on the 17th of October to...Narratiefupdate • Aug 27
AI-Powered QuickBooks And TurboTax Will Boost Efficiency And Customer Satisfaction
Intuit’s analyst price target was revised modestly lower to $820.44 as conservative FY26 guidance and moderating growth expectations—particularly in Global Business Solutions and Mailchimp—outweighed confidence in core segment strength and tax software momentum. Analyst Commentary Bullish analysts recognize Intuit’s solid FY25 revenue acceleration, mid-market momentum, and upside in core business segments, but note FY26 guidance was conservative and below Street expectations.Analyseartikel • Aug 26
Intuit (NASDAQ:INTU) Will Pay A Larger Dividend Than Last Year At $1.20
Intuit Inc. ( NASDAQ:INTU ) will increase its dividend from last year's comparable payment on the 17th of October to...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$4b |
| Oct 31 2025 | n/a | n/a | US$4b |
| Jul 31 2025 | US$37m | US$1m | US$4b |
| Apr 30 2025 | n/a | n/a | US$3b |
| Jan 31 2025 | n/a | n/a | US$3b |
| Oct 31 2024 | n/a | n/a | US$3b |
| Jul 31 2024 | US$37m | US$1m | US$3b |
| Apr 30 2024 | n/a | n/a | US$3b |
| Jan 31 2024 | n/a | n/a | US$3b |
| Oct 31 2023 | n/a | n/a | US$3b |
| Jul 31 2023 | US$27m | US$1m | US$2b |
| Apr 30 2023 | n/a | n/a | US$2b |
| Jan 31 2023 | n/a | n/a | US$2b |
| Oct 31 2022 | n/a | n/a | US$2b |
| Jul 31 2022 | US$27m | US$1m | US$2b |
| Apr 30 2022 | n/a | n/a | US$3b |
| Jan 31 2022 | n/a | n/a | US$2b |
| Oct 31 2021 | n/a | n/a | US$2b |
| Jul 31 2021 | US$25m | US$1m | US$2b |
| Apr 30 2021 | n/a | n/a | US$2b |
| Jan 31 2021 | n/a | n/a | US$2b |
| Oct 31 2020 | n/a | n/a | US$2b |
| Jul 31 2020 | US$20m | US$1m | US$2b |
| Apr 30 2020 | n/a | n/a | US$1b |
| Jan 31 2020 | n/a | n/a | US$2b |
| Oct 31 2019 | n/a | n/a | US$2b |
| Jul 31 2019 | US$18m | US$911k | US$2b |
Compensatie versus markt: De totale vergoeding ($USD 36.85M ) Sasan } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.79M ).
Compensatie versus inkomsten: De vergoeding van Sasan is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Sasan Goodarzi (57 yo)
7.3yrs
Tenure
US$36,845,552
Compensatie
Mr. Sasan K. Goodarzi has been Chief Executive Officer, President and Director at Intuit Inc. since January 1, 2019 and serves as its Chairman since January 22, 2026 and served as its Executive Vice Presid...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 7.3yrs | US$36.85m | 0.0056% $ 6.1m | |
| Founder & Director | 43.3yrs | US$1.30m | 2.04% $ 2.2b | |
| Executive VP & CFO | 2.8yrs | US$16.40m | 0.00080% $ 869.5k | |
| Executive VP & CTO | 2.7yrs | US$15.70m | 0.00013% $ 141.3k | |
| Executive VP & GM of Consumer Group | 8.3yrs | US$16.21m | 0.000010% $ 10.9k | |
| Executive VP & GM of Small Business Group | 2.7yrs | US$16.40m | 0.018% $ 19.4m | |
| Senior VP & Chief Accounting Officer | 4.3yrs | geen gegevens | 0.00080% $ 869.5k | |
| Senior Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Executive VP | 7.8yrs | geen gegevens | 0.010% $ 11.4m | |
| Vice President of Corporate Development | no data | geen gegevens | geen gegevens | |
| Executive VP and Chief People & Places Officer | less than a year | geen gegevens | 0.0084% $ 9.1m | |
| Executive Officer | less than a year | US$15.78m | 0.013% $ 13.8m |
3.5yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van INTU wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 7.3yrs | US$36.85m | 0.0056% $ 6.1m | |
| Founder & Director | 42.2yrs | US$1.30m | 2.04% $ 2.2b | |
| Independent Director | 11.3yrs | US$408.08k | 0.0048% $ 5.2m | |
| Lead Independent Director | 2yrs | US$404.19k | 0% $ 0 | |
| Director Emeritus | 11.3yrs | US$25.63k | geen gegevens | |
| Independent Director | 8.3yrs | US$417.93k | 0.0021% $ 2.2m | |
| Independent Director | 10yrs | US$389.19k | 0.00051% $ 554.3k | |
| Independent Director | 10.3yrs | US$402.76k | 0.00067% $ 728.2k | |
| Independent Director | 3yrs | US$384.19k | 0% $ 0 | |
| Independent Director | 5.6yrs | US$381.70k | 0.00032% $ 347.8k | |
| Independent Director | 1.8yrs | US$389.82k | 0% $ 0 | |
| Independent Director | 8.8yrs | US$412.02k | 0.00096% $ 1.0m |
8.6yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van INTU wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/18 21:29 |
| Aandelenkoers aan het einde van de dag | 2026/05/18 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Intuit Inc. wordt gevolgd door 53 analisten. 31 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Luke | Barclays |
| Raimo Lenschow | Barclays |