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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.
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.
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.
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.
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.
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
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.
Intuit Inc. (INTU) reported a director Form 4 reflecting an award of 38 restricted stock units on 10/31/2025, elected in lieu of cash director fees. The form lists a fair market value of $667.55 per share on the grant date.
The RSUs vest on 10/31/2025 and are scheduled for release on 10/31/2030, per the notes. Following the reportable event, the reporting person beneficially owned 38 derivative securities, held directly.
Intuit Inc. (INTU) reported a Form 4 for a director reflecting an equity grant in the form of restricted stock units. On 10/31/2025, the reporting person acquired 45 RSUs (Transaction Code: A), each RSU representing a right to receive one share of common stock on a 1‑for‑1 basis.
The filing lists a fair market value of $667.55 per share on the grant date. The RSUs are shown with a “Date Exercisable” of 10/31/2025 and an “Expiration Date” of 10/31/2035, which the footnotes clarify as the vesting and release dates; RSUs do not expire and either vest or are canceled before vesting. Following the transaction, 45 derivative securities were beneficially owned, held directly. The award was made pursuant to the director’s election to receive fees in RSUs.