Boston Trust Walden Corp Grows Position in H&R Block, Inc. $HRB

Boston Trust Walden Corp boosted its stake in H&R Block, Inc. (NYSE:HRB) by 15.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 895,236 shares of the company’s stock after acquiring an additional 118,927 shares during the quarter. Boston Trust Walden Corp owned 0.71% of H&R Block worth $28,415,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in HRB. Abound Wealth Management boosted its position in H&R Block by 208.0% in the 4th quarter. Abound Wealth Management now owns 616 shares of the company’s stock valued at $27,000 after buying an additional 416 shares during the period. Los Angeles Capital Management LLC purchased a new stake in shares of H&R Block during the fourth quarter worth $28,000. Elevation Wealth Partners LLC purchased a new stake in shares of H&R Block during the fourth quarter worth approximately $33,000. Valley National Advisers Inc. purchased a new stake in shares of H&R Block during the fourth quarter worth approximately $34,000. Finally, Spire Wealth Management raised its holdings in 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 acquiring an additional 317 shares in the last quarter. Hedge funds and other institutional investors own 90.14% of the company’s stock.

Wall Street Analyst Weigh In

HRB has been the subject of several recent analyst reports. Barrington Research restated an “outperform” rating and set a $50.00 target price on shares of H&R Block in a research note on Monday, April 27th. Zacks Research raised H&R Block from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 7th. Finally, Weiss Ratings upgraded H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $41.00.

H&R Block Trading Down 0.1%

Shares of HRB stock opened at $40.01 on Friday. The company has a market capitalization of $5.07 billion, a price-to-earnings ratio of 7.12, a PEG ratio of 0.57 and a beta of 0.36. H&R Block, Inc. has a twelve month low of $28.16 and a twelve month high of $57.55. The firm has a 50-day moving average price of $36.33 and a 200 day moving average price of $35.88.

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 the consensus estimate 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 quarter last year, the firm earned $5.38 earnings per share. The business’s revenue was up 5.3% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. As a group, research analysts predict that H&R Block, Inc. will post 5.18 earnings per share for the current year.

H&R Block Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Stockholders of record on Wednesday, June 3rd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 4.2%. The ex-dividend date is Wednesday, June 3rd. H&R Block’s dividend payout ratio is presently 29.89%.

About H&R Block

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.