Equities Analysts Issue Forecasts for H&R Block Q3 Earnings

H&R Block, Inc. (NYSE:HRB) – Equities researchers at Zacks Research dropped their Q3 2026 EPS estimates for H&R Block in a research note issued on Wednesday, November 27th. Zacks Research analyst R. Department now forecasts that the company will earn $5.44 per share for the quarter, down from their previous estimate of $5.54. The consensus estimate for H&R Block’s current full-year earnings is $5.27 per share. Zacks Research also issued estimates for H&R Block’s Q4 2026 earnings at $2.52 EPS and FY2026 earnings at $5.06 EPS.

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 the consensus estimate of ($1.13) by ($0.04). H&R Block had a net margin of 16.19% and a negative return on equity of 212.45%. The company had revenue of $193.81 million for the quarter, compared to analysts’ expectations of $188.78 million. During the same period in the previous year, the firm earned ($1.05) earnings per share.

Other equities analysts have also recently issued reports about the stock. Barrington Research reissued an “outperform” rating and issued a $70.00 price objective on shares of H&R Block in a research note on Friday, November 8th. The Goldman Sachs Group lifted their price target on shares of H&R Block from $39.00 to $44.00 and gave the stock a “sell” rating in a research note on Friday, August 16th. Finally, StockNews.com cut shares of H&R Block from a “buy” rating to a “hold” rating in a research note on Friday, August 16th.

H&R Block Stock Performance

Shares of NYSE HRB opened at $58.15 on Monday. The firm has a fifty day moving average price of $60.66 and a 200-day moving average price of $58.11. The company has a debt-to-equity ratio of 16.46, a current ratio of 0.77 and a quick ratio of 0.77. The stock has a market cap of $7.97 billion, a PE ratio of 14.18, a price-to-earnings-growth ratio of 0.90 and a beta of 0.66. H&R Block has a 1 year low of $42.28 and a 1 year high of $68.45.

H&R Block Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 6th. Stockholders of record on Thursday, December 5th will be given a dividend of $0.375 per share. The ex-dividend date of this dividend is Thursday, December 5th. This represents a $1.50 annualized dividend and a dividend yield of 2.58%. H&R Block’s dividend payout ratio is presently 36.59%.

H&R Block announced that its board has approved a stock repurchase plan on Thursday, August 15th that allows the company to repurchase $1.50 billion in shares. This repurchase authorization allows the company to reacquire up to 16.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Insider Transactions at H&R Block

In related news, VP Kellie J. Logerwell sold 8,000 shares of the firm’s stock in a transaction that occurred on Monday, September 16th. The shares were sold at an average price of $64.41, for a total value of $515,280.00. Following the sale, the vice president now owns 18,474 shares of the company’s stock, valued at $1,189,910.34. This trade represents a 30.22 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 1.30% of the company’s stock.

Institutional Trading of H&R Block

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HRB. Coldstream Capital Management Inc. grew its position in H&R Block by 4.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,878 shares of the company’s stock valued at $309,000 after buying an additional 198 shares during the last quarter. Rockland Trust Co. raised its stake in shares of H&R Block by 1.2% during the 3rd quarter. Rockland Trust Co. now owns 16,866 shares of the company’s stock worth $1,072,000 after buying an additional 200 shares during the last quarter. TriaGen Wealth Management LLC raised its stake in shares of H&R Block by 2.4% during the 2nd quarter. TriaGen Wealth Management LLC now owns 8,642 shares of the company’s stock worth $469,000 after buying an additional 203 shares during the last quarter. EP Wealth Advisors LLC raised its stake in H&R Block by 5.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 4,245 shares of the company’s stock valued at $270,000 after purchasing an additional 221 shares during the last quarter. Finally, Bank of Montreal Can raised its stake in H&R Block by 1.0% in the 2nd quarter. Bank of Montreal Can now owns 24,467 shares of the company’s stock valued at $1,327,000 after purchasing an additional 251 shares during the last quarter. Institutional investors and hedge funds own 90.14% of the company’s stock.

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.