Polen Capital released its third-quarter 2025 investor letter, reporting a 3.34% (gross) and 3.14% (net) return for its Focus Growth Strategy. The strategy outperformed benchmarks like the Russell 1000 Growth Index and S&P 500 Index. In the letter, Intuit Inc. (INTU) was highlighted as a top stock pick.

Intuit Inc. (INTU) offers financial management and compliance products and services, with a one-month return of 0.67% and year-over-year share gains of 6.12%. On October 13, 2025, INTU stock closed at $655.68 per share, with a market cap of $182.807 billion.

Polen Capital initiated a new position in Intuit Inc. (INTU), emphasizing the company’s dominance in small business accounting software. They expect INTU to grow revenue at a mid-teens rate and earnings at a high-teens rate. The addition of Gen AI agents to their offerings is seen as a revenue booster.

Intuit Inc. (INTU) was not among the 30 Most Popular Stocks Among Hedge Funds in 2024 Q3. However, 105 hedge fund portfolios held INTU at the end of the second quarter of 2025. In the fiscal fourth quarter, INTU reported a 20% year-over-year revenue increase. Some believe other AI stocks offer greater upside potential.

Read more at Yahoo Finance: Does Intuit (INTU) Have an Excellent Runway For Growth?