Circle wealth management ’s latest portfolio allocation data

Circle Wealth Management’s latest portfolio allocation data suggests overweight positions in defensive utilities as bond yields signal potential downside risk for equities. a 25% performance fee, among the highest on Morpho. In other news, EVP Alex G. Balazs sold 882 shares of the stock in a transaction dated Tuesday, July 8th. The shares were sold at an average price of $781.63, for a total value of $689,397.66. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink . Also, CFO Sandeep Aujla sold 42 shares of the stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $664.99, for a total transaction of $27,929.58. Following the completion of the transaction, the chief financial officer directly owned 831 shares in the company, valued at $552,606.69. The trade was a 4.81% decrease in their ownership of the stock. The disclosure for this sale can be found here . Over the last three months, insiders sold 2,785 shares of company stock valued at $2,029,299. 2.68% of the stock is owned by insiders. Intuit Stock Performance Is Amplitude an AI Sleeper Stock in the Making for 2025? Shares of INTU opened at $679.94 on Friday. Intuit Inc. has a 12 month low of $532.65 and a 12 month high of $813.70. The firm has a fifty day simple moving average of $700.95 and a 200 day simple moving average of $692.11. The stock has a market capitalization of $189.57 billion, a price-to-earnings ratio of 49.49, a PEG ratio of 2.62 and a beta of 1.25. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.30. Intuit ( NASDAQ:INTU - Get Free Report ) last posted its quarterly earnings results on Thursday, August 21st. The software maker reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.66 by $0.09. Intuit had a net margin of 20.55% and a return on equity of 22.72%. The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.75 billion. During the same period in the prior year, the firm posted $1.99 earnings per share. The company's quarterly revenue was up 20.3% compared to the same quarter last year. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. Research analysts forecast that Intuit Inc. will post 14.09 EPS for the current fiscal year. Intuit Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, October 17th. Shareholders of record on Thursday, October 9th will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 0.7%. This is an increase from Intuit's previous quarterly dividend of $1.04. The ex-dividend date of this dividend is Thursday, October 9th. Intuit's payout ratio is currently 30.28%. Intuit Company Profile ( Free Report ) Intuit Inc provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax. See Also Five stocks we like better than Intuit What is a Stock Market Index and How Do You Use Them? Why the Precious Metal Nobody Talks About Could Be Your Best Bet Large Cap Stock Definition and How to Invest Cheap Chipotle? Why CMG Stock Could Be Ready for a Comeback Best Stocks Under $5.00 3 Industrial Stocks Ready to Benefit From Fed Cuts and Spending Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. ( NASDAQ:INTU - Free Report ). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to [email protected]. Should You Invest $1,000 in Intuit Right Now? Before you consider Intuit, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Intuit wasn't on the list. While Intuit currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here A Guide To High-Short-Interest Stocks MarketBeat's analysts have just released their top five short plays for October 2025. Learn which stocks have the most short interest and how to trade them. Enter your email address to see which companies made the list. Get This Free Report In its recent client note, Circle Wealth Management identified a breakout pattern forming in major oil stocks as crude prices move above $85 per barrel.