LSV Asset Management Has $66.87 Million Stock Holdings in H&R Block, Inc. $HRB

LSV Asset Management grew its position in H&R Block, Inc. (NYSE:HRB) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,534,451 shares of the company’s stock after purchasing an additional 55,900 shares during the period. LSV Asset Management owned about 1.21% of H&R Block worth $66,871,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in HRB. Clearstead Advisors LLC raised its holdings in shares of H&R Block by 134.4% in the third quarter. Clearstead Advisors LLC now owns 511 shares of the company’s stock valued at $26,000 after purchasing an additional 293 shares during the last quarter. Abound Wealth Management raised its holdings in shares of H&R Block by 208.0% in the fourth quarter. Abound Wealth Management now owns 616 shares of the company’s stock valued at $27,000 after purchasing an additional 416 shares during the last quarter. Elevation Wealth Partners LLC purchased a new stake in shares of H&R Block in the fourth quarter valued at about $33,000. Valley National Advisers Inc. purchased a new stake in shares of H&R Block in the fourth quarter valued at about $34,000. Finally, Spire Wealth Management raised its holdings in shares of H&R Block by 61.1% in the fourth quarter. Spire Wealth Management now owns 836 shares of the company’s stock valued at $36,000 after purchasing an additional 317 shares during the last quarter. Hedge funds and other institutional investors own 90.14% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Barrington Research reiterated an “outperform” rating and issued a $50.00 target price on shares of H&R Block in a report on Monday, April 27th. The Goldman Sachs Group lowered their target price on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating for the company in a report on Friday, February 6th. Zacks Research upgraded shares of H&R Block from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 7th. Finally, Weiss Ratings upgraded shares of H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, H&R Block presently has a consensus rating of “Moderate Buy” and an average price target of $41.00.

H&R Block Stock Performance

NYSE HRB opened at $38.94 on Friday. H&R Block, Inc. has a 52-week low of $28.16 and a 52-week high of $59.05. The company has a 50-day simple moving average of $32.73 and a 200 day simple moving average of $37.36. The company has a market capitalization of $4.94 billion, a PE ratio of 6.93, a price-to-earnings-growth ratio of 0.60 and a beta of 0.29.

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

H&R Block Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date is Wednesday, June 3rd. H&R Block’s dividend payout ratio (DPR) is 29.89%.

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.