H&R Block, Inc. (NYSE:HRB) Given Consensus Rating of “Hold” by Brokerages

H&R Block, Inc. (NYSE:HRB) has been given a consensus recommendation of “Hold” by the five research firms that are covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and one has issued a buy recommendation on the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $41.00.

HRB has been the subject of a number of research reports. The Goldman Sachs Group lowered their price objective on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating for the company in a research note on Friday, February 6th. Weiss Ratings raised shares of H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Finally, Barrington Research lowered their target price on shares of H&R Block from $62.00 to $50.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th.

Institutional Investors Weigh In On H&R Block

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of H&R Block by 85.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,191 shares of the company’s stock valued at $119,000 after purchasing an additional 1,009 shares during the period. Jones Financial Companies Lllp increased its holdings in H&R Block by 3.6% in the 1st quarter. Jones Financial Companies Lllp now owns 11,423 shares of the company’s stock worth $627,000 after buying an additional 400 shares during the period. Goldman Sachs Group Inc. raised its position in H&R Block by 15.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 848,532 shares of the company’s stock worth $46,593,000 after buying an additional 112,127 shares during the last quarter. Teacher Retirement System of Texas boosted its holdings in shares of H&R Block by 5.0% in the 2nd quarter. Teacher Retirement System of Texas now owns 40,852 shares of the company’s stock valued at $2,242,000 after acquiring an additional 1,949 shares during the last quarter. Finally, Assetmark Inc. increased its stake in shares of H&R Block by 31.3% in the second quarter. Assetmark Inc. now owns 1,071 shares of the company’s stock worth $59,000 after acquiring an additional 255 shares during the period. 90.14% of the stock is currently owned by hedge funds and other institutional investors.

H&R Block News Roundup

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

• Positive Sentiment: Zacks raised H&R Block’s FY2026 EPS outlook to $5.00 (from $4.95) and nudged FY2027 to $5.33 (from $5.31), signaling modestly better longer‑term profitability expectations. MarketBeat: Zacks estimate changes
• Positive Sentiment: Zacks increased Q3 2026 and Q3 2027 EPS forecasts (Q3 2026 to $5.64 from $5.58; Q3 2027 to $5.91 from $5.80), which supports better seasonal operating leverage during peak tax months. MarketBeat: Zacks estimate changes
• Positive Sentiment: Zacks reduced the magnitude of expected losses for early‑season quarters in its 2028 outlook (Q1 2028 now -$1.22 vs -$1.31; Q2 2028 now -$1.88 vs -$2.08), indicating analysts see less downside than before. MarketBeat: Zacks estimate changes
• Positive Sentiment: H&R Block Canada announced a partnership with Affirm to offer installment payments for tax services — a customer-financing play that can lift service uptake and average ticket in Canadian retail channels. H&R Block Canada taps Affirm to make tax season less taxing
• Neutral Sentiment: Consensus full‑year EPS remains around $5.25 — Zacks’ tweaks shift some quarterly timing but leave the broader consensus largely intact for now. MarketBeat: Consensus estimates
• Negative Sentiment: Zacks trimmed a couple of near‑term fourth‑quarter forecasts (Q4 2026 cut to $2.40 from $2.49; Q4 2027 to $2.65 from $2.74), which could pressure sentiment around near‑term earnings cadence and seasonality. MarketBeat: Zacks estimate cuts

H&R Block Price Performance

Shares of HRB stock opened at $30.62 on Monday. The company has a market capitalization of $3.88 billion, a P/E ratio of 7.07, a P/E/G ratio of 0.49 and a beta of 0.39. The company’s 50-day simple moving average is $38.13 and its two-hundred day simple moving average is $44.78. H&R Block has a one year low of $28.16 and a one year high of $64.62. The company has a debt-to-equity ratio of 12.86, a current ratio of 1.29 and a quick ratio of 1.29.

H&R Block (NYSE:HRB) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported ($1.84) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.96) by $0.12. H&R Block had a negative return on equity of 176.02% and a net margin of 16.19%.The firm had revenue of $198.87 million during the quarter, compared to analyst estimates of $187.36 million. During the same quarter in the previous year, the business earned ($1.73) earnings per share. H&R Block’s quarterly revenue was up 11.1% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. As a group, equities analysts anticipate that H&R Block will post 5.25 EPS for the current year.

H&R Block Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 6th. Stockholders of record on Wednesday, March 4th will be given a $0.42 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 5.5%. H&R Block’s dividend payout ratio (DPR) is presently 38.80%.

About H&R Block

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.