Andra AP fonden Cuts Stake in H&R Block, Inc. $HRB

Andra AP fonden lessened its holdings in shares of H&R Block, Inc. (NYSE:HRB) by 90.0% during the 3rd quarter, Holdings Channel reports. The firm owned 3,982 shares of the company’s stock after selling 35,825 shares during the period. Andra AP fonden’s holdings in H&R Block were worth $201,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Alpine Bank Wealth Management bought a new stake in shares of H&R Block during the third quarter valued at approximately $26,000. Clearstead Advisors LLC increased its holdings in H&R Block by 134.4% in the 3rd quarter. Clearstead Advisors LLC now owns 511 shares of the company’s stock valued at $26,000 after acquiring an additional 293 shares during the last quarter. Operose Advisors LLC purchased a new stake in H&R Block in the 2nd quarter worth $27,000. Quent Capital LLC purchased a new position in shares of H&R Block during the third quarter valued at about $27,000. Finally, Mather Group LLC. bought a new stake in shares of H&R Block in the third quarter worth about $35,000. 90.14% of the stock is currently owned by institutional investors.

H&R Block Price Performance

NYSE:HRB opened at $30.62 on Monday. The firm has a market capitalization of $3.88 billion, a price-to-earnings ratio of 7.07, a PEG ratio of 0.49 and a beta of 0.39. The company has a debt-to-equity ratio of 12.86, a current ratio of 1.29 and a quick ratio of 1.29. The business has a 50 day simple moving average of $38.13 and a 200-day simple moving average of $44.78. H&R Block, Inc. has a 1 year low of $28.16 and a 1 year high of $64.62.

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

H&R Block Announces Dividend

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

Key H&R Block News

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

Wall Street Analyst Weigh In

Several equities analysts have weighed in on HRB shares. Barrington Research cut their price target on H&R Block from $62.00 to $50.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Weiss Ratings raised shares of H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Finally, The Goldman Sachs Group decreased their price target on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating on the stock in a research note on Friday, February 6th. One analyst has rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $41.00.

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.