Barrington Research Reaffirms “Outperform” Rating for H&R Block (NYSE:HRB)

Barrington Research restated their outperform rating on shares of H&R Block (NYSE:HRB) in a report released on Friday morning,Benzinga reports. The firm currently has a $70.00 price target 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.

A number of other equities research analysts have also recently issued reports on HRB. StockNews.com cut shares of H&R Block from a “buy” rating to a “hold” rating in a report on Friday, August 16th. The Goldman Sachs Group upped their price objective on H&R Block from $39.00 to $44.00 and gave the company a “sell” rating in a research note on Friday, August 16th.

H&R Block Stock Performance

Shares of 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 stock has a 50 day moving average price of $62.05 and a 200 day moving average price of $57.14. The stock has a market capitalization of $8.47 billion, a PE ratio of 14.94, a price-to-earnings-growth ratio of 0.90 and a beta of 0.67. H&R Block has a 52 week low of $42.28 and a 52 week high of $68.45.

H&R Block (NYSE:HRB) last released its earnings results 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). The firm had revenue of $193.81 million during the quarter, compared to the consensus estimate of $188.78 million. H&R Block had a net margin of 16.19% and a negative return on equity of 231.57%. During the same period in the prior year, the business posted ($1.05) earnings per share. Analysts predict 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 initiated a stock buyback program on Thursday, August 15th that authorizes the company to buyback $1.50 billion in shares. This buyback authorization authorizes the company to repurchase up to 16.7% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s leadership believes its stock is undervalued.

H&R Block Announces Dividend

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

Insider Transactions at H&R Block

In other news, VP Kellie J. Logerwell sold 8,000 shares of the stock in a transaction that occurred on Monday, September 16th. The stock was sold at an average price of $64.41, for a total transaction of $515,280.00. Following the transaction, the vice president now owns 18,474 shares in the company, valued at approximately $1,189,910.34. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In other H&R Block news, CFO Tony G. Bowen sold 79,259 shares of the business’s stock in a transaction dated Monday, August 19th. The shares were sold at an average price of $65.17, for a total value of $5,165,309.03. Following the completion of the sale, the chief financial officer now owns 90,095 shares of the company’s stock, valued at $5,871,491.15. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Kellie J. Logerwell sold 8,000 shares of the stock in a transaction that occurred on Monday, September 16th. The stock was sold at an average price of $64.41, for a total transaction of $515,280.00. Following the transaction, the vice president now owns 18,474 shares in the company, valued at approximately $1,189,910.34. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 115,927 shares of company stock worth $7,517,056 over the last quarter. Company insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On H&R Block

Hedge funds have recently added to or reduced their stakes in the stock. Trustmark National Bank Trust Department bought a new stake in H&R Block during the third quarter worth about $203,000. Darwin Wealth Management LLC bought a new stake in shares of H&R Block during the 3rd quarter worth approximately $34,000. Advisors Asset Management Inc. boosted its position in shares of H&R Block by 176.2% during the 3rd quarter. Advisors Asset Management Inc. now owns 2,712 shares of the company’s stock worth $172,000 after acquiring an additional 1,730 shares in the last quarter. Commerce Bank increased its stake in H&R Block by 18.3% in the third quarter. Commerce Bank now owns 55,079 shares of the company’s stock valued at $3,500,000 after acquiring an additional 8,513 shares during the last quarter. Finally, Strategy Asset Managers LLC bought a new position in H&R Block in the third quarter valued at approximately $246,000. Institutional investors own 90.14% of the company’s stock.

H&R Block Company Profile

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.