H&R Block (NYSE:HRB) Upgraded to Hold at Stephens

Stephens upgraded shares of H&R Block (NYSE:HRB) to a hold rating in a research report report published on Monday morning,Zacks.com reports.

A number of other analysts have also issued reports on the company. Zacks Research raised H&R Block from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Barrington Research reissued an “outperform” rating and issued a $50.00 price objective on shares of H&R Block in a research note on Monday, April 27th. Finally, Weiss Ratings upgraded H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 2nd. One research analyst has rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $43.00.

H&R Block Trading Up 6.3%

Shares of H&R Block stock opened at $44.99 on Monday. H&R Block has a twelve month low of $28.16 and a twelve month high of $55.95. The firm has a market capitalization of $5.70 billion, a PE ratio of 8.01, a P/E/G ratio of 0.60 and a beta of 0.36. The firm’s 50-day moving average price is $38.62 and its 200 day moving average price is $35.50.

H&R Block (NYSE:HRB) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $6.02 EPS for the quarter, topping the consensus estimate of $5.77 by $0.25. H&R Block had a negative return on equity of 211.62% and a net margin of 18.90%.The company had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.34 billion. During the same period in the previous year, the business earned $5.38 EPS. H&R Block’s quarterly revenue was up 5.3% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. On average, sell-side analysts predict that H&R Block will post 5.18 EPS for the current fiscal year.

H&R Block Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 7th. Shareholders of record on Wednesday, June 3rd were issued a $0.42 dividend. The ex-dividend date was Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a yield of 3.7%. H&R Block’s dividend payout ratio is presently 29.89%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Fuller & Thaler Asset Management Inc. grew its position in shares of H&R Block by 4.7% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 4,285,516 shares of the company’s stock valued at $186,763,000 after purchasing an additional 191,608 shares in the last quarter. Boston Partners lifted its position in H&R Block by 20.2% during the third quarter. Boston Partners now owns 3,886,544 shares of the company’s stock worth $196,542,000 after buying an additional 652,690 shares in the last quarter. Lazard Asset Management LLC boosted its stake in H&R Block by 50.9% during the first quarter. Lazard Asset Management LLC now owns 3,761,094 shares of the company’s stock worth $119,377,000 after buying an additional 1,269,064 shares during the last quarter. AQR Capital Management LLC boosted its stake in H&R Block by 31.2% during the fourth quarter. AQR Capital Management LLC now owns 3,402,728 shares of the company’s stock worth $146,998,000 after buying an additional 809,438 shares during the last quarter. Finally, Northern Trust Corp boosted its stake in H&R Block by 10.9% during the third quarter. Northern Trust Corp now owns 2,750,413 shares of the company’s stock worth $139,088,000 after buying an additional 269,581 shares during the last quarter. 90.14% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting H&R Block

Here are the key news stories impacting H&R Block this week:

• Positive Sentiment: Recent coverage highlighted H&R Block’s 115% five-year share-price gain while arguing that the stock could remain below fair value based on valuation metrics. This supports the bullish case, although other analysts believe the recent rally has brought the shares closer to fair value. H&R Block Stock Looks Below Fair Value After A 115% Five Year Run
• Positive Sentiment: The company’s most recent quarterly results exceeded expectations, with revenue up 5.3% year over year and EPS of $6.02 versus a $5.77 consensus estimate. The earnings track record and projected fiscal 2026 EPS of approximately $5.10 to $5.20 remain supportive of the investment case.
• Neutral Sentiment: H&R Block will release fourth-quarter and full-year fiscal 2026 results after the market closes on August 11. The announcement gives investors a near-term catalyst, with guidance, tax-season volumes and capital returns likely to influence the next move. H&R Block to Release Fiscal 2026 Results on August 11, 2026
• Negative Sentiment: Zacks Research downgraded HRB from “strong buy” to “hold,” while Stephens initiated or reiterated a neutral stance, assigning an equal-weight/hold rating and a $47 price target. The limited implied upside suggests analysts see less near-term appreciation after the rally.
• Negative Sentiment: Additional analysis questioned whether H&R Block is already fully valued, reinforcing concerns that the stock’s recent advance may have outpaced analysts’ fair-value estimates. Is H&R Block Fully Valued As Analysts See Fair Value Below Its Recent Price?

H&R Block Company Profile

H&R Block (NYSE: HRB) is a leading provider of tax preparation services and software solutions, serving individual and small-business clients through a combination of retail offices, online platforms and mobile applications. The company offers assisted tax preparation at its network of retail offices, where clients work with trained tax professionals, as well as do-it-yourself (DIY) software and online filing services designed to guide users through the complexities of federal and state tax returns.

Founded in 1955 by brothers Henry W.