Atom Investors LP Acquires Shares of 171,538 H&R Block, Inc. $HRB

Atom Investors LP acquired a new stake in shares of H&R Block, Inc. (NYSE:HRB) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 171,538 shares of the company’s stock, valued at approximately $7,476,000. Atom Investors LP owned approximately 0.14% of H&R Block at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Captrust Financial Advisors lifted its stake in H&R Block by 7.2% during the 4th quarter. Captrust Financial Advisors now owns 9,228 shares of the company’s stock valued at $402,000 after acquiring an additional 621 shares in the last quarter. Motiv8 Investments LLC bought a new position in H&R Block during the 4th quarter valued at $158,000. Fieldview Capital Management LLC bought a new position in H&R Block during the 4th quarter valued at $568,000. Landscape Capital Management L.L.C. lifted its stake in H&R Block by 46.1% during the 4th quarter. Landscape Capital Management L.L.C. now owns 210,498 shares of the company’s stock valued at $9,174,000 after acquiring an additional 66,374 shares in the last quarter. Finally, Kestra Advisory Services LLC lifted its stake in H&R Block by 11.4% during the 4th quarter. Kestra Advisory Services LLC now owns 31,663 shares of the company’s stock valued at $1,380,000 after acquiring an additional 3,249 shares in the last quarter. 90.14% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Zacks Research upgraded H&R Block from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Weiss Ratings restated a “hold (c-)” rating on shares of H&R Block in a research note on Friday, May 29th. Finally, Barrington Research reiterated an “outperform” rating and set a $50.00 target price on shares of H&R Block in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $41.00.

H&R Block Price Performance

NYSE HRB opened at $36.19 on Wednesday. The stock has a market capitalization of $4.59 billion, a price-to-earnings ratio of 6.44, a PEG ratio of 0.56 and a beta of 0.35. H&R Block, Inc. has a one year low of $28.16 and a one year high of $57.55. The business’s fifty day moving average is $34.96 and its 200-day moving average is $36.32.

H&R Block (NYSE:HRB) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $6.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.77 by $0.25. H&R Block had a negative return on equity of 211.62% and a net margin of 18.90%.The business had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.34 billion. During the same period in the previous year, the business posted $5.38 EPS. 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. Research analysts expect that H&R Block, Inc. will post 5.18 EPS for the current fiscal year.

H&R Block Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date is Wednesday, June 3rd. H&R Block’s payout ratio is currently 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.