Andra AP fonden Sells 35,825 Shares of H&R Block, Inc. $HRB

Andra AP fonden lowered its position in shares of H&R Block, Inc. (NYSE:HRB) by 90.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor 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 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Geode Capital Management LLC increased its holdings in shares of H&R Block by 5.6% in the 2nd quarter. Geode Capital Management LLC now owns 2,849,655 shares of the company’s stock worth $156,439,000 after purchasing an additional 150,184 shares in the last quarter. Norges Bank purchased a new stake in shares of H&R Block during the second quarter valued at $97,826,000. Qube Research & Technologies Ltd boosted its position in shares of H&R Block by 21.8% during the second quarter. Qube Research & Technologies Ltd now owns 1,750,760 shares of the company’s stock valued at $96,099,000 after buying an additional 312,776 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in H&R Block by 5.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,598,656 shares of the company’s stock worth $87,750,000 after buying an additional 83,103 shares in the last quarter. Finally, Marshall Wace LLP raised its position in H&R Block by 24.6% in the 2nd quarter. Marshall Wace LLP now owns 1,091,626 shares of the company’s stock worth $59,919,000 after buying an additional 215,472 shares during the last quarter. 90.14% of the stock is currently owned by hedge funds and other institutional investors.

H&R Block Trading Down 2.8%

Shares of HRB stock opened at $30.62 on Monday. 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 company has a market cap of $3.88 billion, a price-to-earnings ratio of 7.07, a PEG ratio of 0.49 and a beta of 0.39. H&R Block, Inc. has a 1 year low of $28.16 and a 1 year high of $64.62. The firm has a fifty day moving average price of $38.13 and a 200-day moving average price of $44.78.

H&R Block (NYSE:HRB) last released its 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. H&R Block had a negative return on equity of 176.02% and a net margin of 16.19%.The company had revenue of $198.87 million for the quarter, compared to the consensus estimate of $187.36 million. During the same period in the previous year, the business earned ($1.73) earnings per share. H&R Block’s quarterly revenue was up 11.1% compared to the same quarter last year. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. As a group, equities analysts predict that H&R Block, Inc. will post 5.25 earnings per share 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. Stockholders of record on Wednesday, March 4th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 5.5%. H&R Block’s dividend payout ratio is 38.80%.

Key Headlines Impacting H&R Block

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

Analyst Upgrades and Downgrades

HRB has been the topic of a number of recent analyst reports. Barrington Research dropped their price target on shares of H&R Block from $62.00 to $50.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. Weiss Ratings upgraded 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 target price on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating for the company in a research note on Friday, February 6th. One research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $41.00.

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.