H&R Block (NYSE:HRB) Receives “Outperform” Rating from Barrington Research

Barrington Research reiterated their outperform rating on shares of H&R Block (NYSE:HRB) in a research note issued to investors on Friday,Benzinga reports. The firm currently has a $70.00 price objective on the stock. Barrington Research also issued estimates for H&R Block’s Q3 2025 earnings at $5.18 EPS, FY2025 earnings at $5.30 EPS and FY2026 earnings at $5.15 EPS.

HRB has been the topic of a number of other reports. The Goldman Sachs Group boosted their price target on shares of H&R Block from $39.00 to $44.00 and gave the company a “sell” rating in a research report on Friday, August 16th. StockNews.com cut H&R Block from a “buy” rating to a “hold” rating in a report on Friday, August 16th.

H&R Block Price Performance

NYSE:HRB opened at $61.26 on Friday. The company has a debt-to-equity ratio of 16.46, a quick ratio of 1.27 and a current ratio of 1.27. The company has a 50-day moving average of $62.05 and a 200-day moving average of $57.14. H&R Block has a 52 week low of $42.28 and a 52 week high of $68.45. The company has a market capitalization of $8.47 billion, a price-to-earnings ratio of 14.94, a PEG ratio of 0.90 and a beta of 0.67.

H&R Block (NYSE:HRB) last released its quarterly earnings data on Thursday, November 7th. The company reported ($1.17) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.13) by ($0.04). H&R Block had a net margin of 16.19% and a negative return on equity of 231.57%. The company had revenue of $193.81 million for the quarter, compared to analyst estimates of $188.78 million. During the same period in the previous year, the firm posted ($1.05) earnings per share. As a group, equities research analysts anticipate that H&R Block will post 5.28 earnings per share for the current fiscal year.

H&R Block announced that its Board of Directors has authorized a share repurchase plan on Thursday, August 15th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the company to buy up to 16.7% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

H&R Block Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 6th. Shareholders of record on Thursday, December 5th will be given a $0.375 dividend. This represents a $1.50 annualized dividend and a yield of 2.45%. The ex-dividend date is Thursday, December 5th. H&R Block’s payout ratio is presently 36.59%.

Insider Buying and Selling

In other H&R Block news, VP Kellie J. Logerwell sold 9,846 shares of the stock in a transaction on Monday, August 19th. The stock was sold at an average price of $65.00, for a total value of $639,990.00. Following the transaction, the vice president now directly owns 25,028 shares in the company, valued at approximately $1,626,820. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In other news, VP Kellie J. Logerwell sold 9,846 shares of the firm’s stock in a transaction dated Monday, August 19th. The shares were sold at an average price of $65.00, for a total value of $639,990.00. Following the transaction, the vice president now owns 25,028 shares of the company’s stock, valued at approximately $1,626,820. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jeffrey J. Jones II sold 9,722 shares of the firm’s stock in a transaction dated Tuesday, September 3rd. The shares were sold at an average price of $63.07, for a total transaction of $613,166.54. Following the completion of the transaction, the chief executive officer now directly owns 893,169 shares in the company, valued at $56,332,168.83. This trade represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 115,927 shares of company stock worth $7,517,056 in the last quarter. Insiders own 1.30% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in HRB. Norden Group LLC bought a new position in H&R Block during the first quarter worth about $484,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in H&R Block by 152.9% during the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,810 shares of the company’s stock valued at $2,808,000 after purchasing an additional 35,552 shares during the period. Daiwa Securities Group Inc. increased its stake in H&R Block by 500.0% in the first quarter. Daiwa Securities Group Inc. now owns 6,000 shares of the company’s stock valued at $295,000 after purchasing an additional 5,000 shares in the last quarter. Csenge Advisory Group raised its holdings in H&R Block by 38.3% in the first quarter. Csenge Advisory Group now owns 6,173 shares of the company’s stock worth $303,000 after purchasing an additional 1,710 shares during the period. Finally, Sei Investments Co. boosted its position in shares of H&R Block by 49.6% during the first quarter. Sei Investments Co. now owns 307,014 shares of the company’s stock worth $15,077,000 after purchasing an additional 101,742 shares in the last quarter. 90.14% of the stock is currently owned by institutional investors.

About H&R Block

H&R Block, Inc, through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees.