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INTUIT INC. (INTU) SEC Filings, Nov-Dec 2025

INTU NASDAQ

Intuit Inc. filings document the financial reporting, governance, capital structure and material events of a public financial technology company whose products include TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite. Its 8-K reports disclose quarterly results, forward-looking guidance, cash dividends, share repurchase activity, credit agreements, leadership changes and other corporate events.

Intuit’s proxy materials describe board elections, executive compensation, director compensation, auditor ratification and shareholder voting matters. The filing record also includes disclosures related to unsecured revolving credit facilities, commercial paper and working-capital needs, including financing tied to tax refund access offerings, along with risk-factor references and governance policies such as Rule 10b5-1 trading-plan matters.

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Intuit Inc. executive, the EVP of People and Places, reported multiple equity award transactions dated 12/11/2025. The filing shows several conversions of restricted stock units into Intuit common stock at an effective price of $0 per share, along with a transaction involving 130 shares at a fair market value of $662.43 per share.

After these transactions, the executive directly beneficially owned about 22,555.996 shares of Intuit common stock. The derivative table shows performance-based and matching restricted stock units that settle into common stock on a 1-for-1 basis, with future vesting tied to total shareholder return objectives and specific vesting dates in 2026, 2027, and 2028. The company has accelerated vesting and issuance of portions of these awards to accommodate forfeiture of shares related to employment tax withholding obligations arising in connection with retirement eligibility.

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Intuit Inc.’s CEO, President and Director reported equity award activity involving company stock. On 12/11/2025, performance-based restricted stock units converted into 375, 400 and 132 shares of common stock at an exercise price of $0, all held indirectly through the Goodarzi Rev Trust. After these acquisitions and related tax withholding, the trust held 52,544.676 shares.

To address employment tax withholding arising from retirement eligibility and accelerated vesting, 907 shares were withheld at a fair market value of $662.43 per share. The remaining performance-based restricted stock unit awards, which convert 1-for-1 into common stock and may vest between 0% and 200% of their target amounts based on total shareholder return objectives, are scheduled to vest on 9/1/2026, 9/1/2027 and 9/1/2028, with 24,570, 26,336 and 21,159 target units outstanding on each respective grant.

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Rhea-AI Summary

Intuit Inc.'s Executive Vice President, General Counsel and Corporate Secretary reported equity transactions dated 12/11/2025. The filing shows multiple conversions of restricted stock units into common stock at an exercise price of $0, adding small blocks of shares, and one disposition of 244 shares of common stock at $662.43 per share. After these transactions, the executive directly owns 27,861.3826 shares of Intuit common stock.

The filing also describes performance-based restricted stock unit awards that vest upon achievement of total shareholder return objectives, with target units scheduled to vest on 9/1/2026, 9/1/2027 and 9/1/2028. Portions of these awards were accelerated to accommodate forfeiture of shares related to employment tax withholding obligations arising in connection with retirement eligibility.

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Intuit Inc. reported that one of its directors sold 333 shares of Intuit common stock on 12/11/2025 at a price of $659.95 per share. The transaction was effected under a Rule 10b5-1 trading plan that the reporting person previously adopted on March 25, 2025, intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). After this sale, the director beneficially owns 13,476 Intuit shares directly.

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Filing
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Intuit Inc. is asking stockholders to vote on key items at its virtual 2026 annual meeting on January 22, 2026. The agenda includes electing 11 directors, an advisory say-on-pay vote on executive compensation, ratifying Ernst & Young LLP as independent auditor for the fiscal year ending July 31, 2026, and a stockholder proposal requesting a report on the return on investment of diversity and inclusion programs, which the Board recommends voting against.

Intuit highlights strong fiscal 2025 results, with total revenue of $18.8 billion, up 16% from fiscal 2024, and combined platform revenue of $14.9 billion, up 19%. GAAP operating income was $4.9 billion, up 36%, with GAAP diluted EPS of $13.67, up from $10.43. Non-GAAP operating income reached $7.6 billion, up 18%, and non-GAAP diluted EPS was $20.15, up from $16.94. The company repurchased $2.8 billion of shares and increased its dividend 16% to $4.16 per share while emphasizing its AI-driven growth strategy and governance practices, including an independent Board, strong risk oversight, and pay-for-performance compensation.

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Intuit Inc. (INTU) has updated how it reports its business segments. Effective August 1, 2025, the company combined its Consumer, Credit Karma, and ProTax businesses into a single Consumer segment, and now operates with two reporting segments: Consumer and Global Business Solutions. Because management now reviews performance using this new structure, Intuit has recast certain historical financial information from its 2025 Form 10-K to align prior periods with the new segments.

The company filed this report to provide consolidated financial information for each of the three years covered in the 2025 Form 10-K, revised only to reflect the segment change. Intuit states that these updates are not a restatement of previously issued financial statements and do not change its audited results. The recast information, including updated business descriptions, properties, management’s discussion and analysis, and financial statements, is included in Exhibit 99.01 for investors who compare results over time under the new segment structure.

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Intuit reported strong results for the quarter ended October 31, 2025. Total net revenue rose to $3.885 billion from $3.283 billion, driven mainly by service revenue growth to $3.497 billion. Product and other revenue was roughly flat at $388 million.

Operating income nearly doubled to $534 million from $271 million, and net income increased to $446 million from $197 million. Diluted earnings per share improved to $1.59 from $0.70. Cash flow from operations was strong at $637 million, up from $362 million, while cash, cash equivalents and restricted cash ended the period at $6.943 billion.

The company continues to build its lending platform, with business loans held for investment of $1.7 billion and an allowance for credit losses of $112 million. Intuit repurchased 1.2 million shares for $851 million and declared dividends of $1.20 per share. As of November 13, 2025, there were 278.4 million common shares outstanding. Intuit also combined its Consumer, Credit Karma, and ProTax operations into a single Consumer segment to align with its platform strategy.

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Intuit Inc.

The Board of Directors appointed Adena Friedman and Bill McDermott as directors of Intuit, with their service to begin on August 1, 2026 to accommodate existing commitments. Each is expected to receive non-employee director compensation under Intuit’s current program, including a restricted stock unit grant with a grant date fair value of approximately $116,667 on August 3, 2026.

Intuit also announced that the Board approved a cash dividend of $1.20 per share

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Intuit (INTU) director reported the acquisition of 38 restricted stock units (RSUs) on 10/31/2025 under a Form 4 filing. The RSUs are 1‑for‑1 into common stock and reflect a fair market value of $667.55 on the grant date, pursuant to the director’s election to receive fees in RSUs.

The RSUs vest on 10/31/2025 and have a stated release date of 10/31/2030. Following the reported transaction, 38 derivative securities were beneficially owned with direct ownership.

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FAQ

How many INTUIT (INTU) SEC filings are available on StockTitan?

StockTitan tracks 183 SEC filings for INTUIT (INTU), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for INTUIT (INTU)?

The most recent SEC filing for INTUIT (INTU) was filed on December 16, 2025.