H&R Block Inc (NYSE:HRB): A Deep Value Stock with Strong Profitability
H&R Block Inc (NYSE:HRB) is identified as a deep value stock with strong profitability, demonstrating a high valuation grade of 9 out of 10 and a profitability grade of 8. The company's low P/E ratio, strong ROIC, and healthy margins suggest it is significantly undervalued by the market despite its consistent earnings power. This analysis, based on a systematic screening process, also highlights HRB's satisfactory financial condition, stable momentum, and an attractive dividend yield of 5.93%, making it a compelling option for value-focused investors.
Goldman Sachs Lowers its Price Target on H&R Block, Inc. (HRB) to $32 and Maintains a Sell Rating
Goldman Sachs has decreased its price target for H&R Block (HRB) from $48 to $32 and maintained a Sell rating, citing risks for the upcoming 2026 tax season due to limited growth, potential market share loss, and increased competition from TurboTax and AI-native tax solutions. This comes after H&R Block reported second-quarter revenue above consensus estimates and reaffirmed its fiscal 2026 guidance, as noted by Barrington analyst Alexander Paris who also lowered his price target but maintained an Outperform rating. The company's CFO highlighted double-digit revenue growth and disciplined capital allocation.
Goldman Sachs Lowers its Price Target on H&R Block, Inc. (HRB) to $32 and Maintains a Sell Rating
Goldman Sachs reduced its price target on H&R Block (HRB) to $32 from $48 and maintained a Sell rating, citing risks of limited growth and potential market share loss in the upcoming tax season due to competitive pressures. This comes after H&R Block reported a second-quarter revenue of $198.9 million, exceeding estimates, and reaffirmed its fiscal 2026 guidance, driven by strong performance across its service segments. Another analyst from Barrington also lowered their price target on HRB but maintained an Outperform rating.
H&R Block (HRB) Climbs 9.56% on Bargain-Hunting Ahead of Dividends
H&R Block (HRB) saw its stock climb 9.56% to $31.05, recovering from recent losses as investors engaged in bargain-hunting and repositioned for an upcoming dividend payout of $0.42 per share. The company has a history of strong dividend growth, increasing them by 110% since 2016 and returning over $5 billion to shareholders. H&R Block also reported narrowed net losses and increased revenues in Q2 fiscal year 2026, with optimistic revenue and EPS projections for the full year.
LSV Asset Management Sells 130,730 Shares of H&R Block, Inc. $HRB
LSV Asset Management reduced its stake in H&R Block (HRB) by 8.1%, selling 130,730 shares, though still holding 1.16% of the company. Concurrently, CEO Jeffrey J. Jones II also sold a significant portion of his shares, decreasing his position by 13.01%. Despite a consensus "Reduce" rating from analysts and multiple price target cuts, H&R Block reported stronger-than-expected quarterly earnings and announced a quarterly dividend of $0.42 per share.
Stratos Wealth Advisors LLC Makes New $2.24 Million Investment in H&R Block, Inc. $HRB
Stratos Wealth Advisors LLC has made a new $2.24 million investment in H&R Block, acquiring 44,381 shares, joining other institutional investors who now collectively own over 90% of the stock. Despite this, Wall Street sentiment has weakened with several analysts cutting price targets, leading to a "Reduce" consensus rating. H&R Block, however, surpassed quarterly revenue and EPS estimates and announced a $0.42 quarterly dividend, representing a 5.6% annual yield.
H&R Block Rolls Out the Green Carpet for Creators With Game-Changing Platform for $250B Economy
H&R Block has launched "Creator Suite," a new platform specifically designed to simplify tax filing for content creators within the $250 billion creator economy. This initiative addresses the financial complexities creators face, such as managing various income streams and navigating tax laws not built for their business model. The platform offers tailored intelligence for different income types, deduction discovery, 1099-K management, and a quarterly tax calculator, along with access to small business services and a mobile banking app.
Creators struggling with taxes? H&R Block builds tool for $277.41B creator economy
H&R Block has launched Creator Suite, a new tax and business platform specifically designed for content creators. This initiative aims to address the financial complexities faced by creators, who often struggle with tax management and have reported making costly tax mistakes. The platform offers tailored filing prompts, 1099 reconciliation, a quarterly tax calculator, and integration with other business services, acknowledging the rapidly growing $250 billion creator economy.
Earnings Working Against H&R Block, Inc.'s (NYSE:HRB) Share Price Following 27% Dive
H&R Block, Inc. (NYSE:HRB) shareholders have seen a significant 27% share price drop recently, contributing to a 37% decline over the last year. Despite strong past earnings growth, the company's P/E ratio of 6.8x is low, driven by analyst forecasts predicting a slower growth rate (5.0%) compared to the broader market (16%). This subdued future outlook is likely weighing on investor sentiment and the stock price.
H&R Block Combines AI Power with Digital Enhancements and UnmatchedTax Pro Expertise to Win Tax Season...
H&R Block is leveraging AI and digital enhancements alongside human tax expertise to navigate the complex 2026 tax season, particularly with the new One Big Beautiful Bill Act. The company has introduced AI Tax Assist, advanced AI tools for tax professionals, a smart product selector, and improved form-finding capabilities to maximize deductions and provide transparent, user-friendly services. H&R Block aims to offer sophisticated yet accessible filing experiences, backed by their Tax Institute's year-round research into tax legislation.
H&R Block leans on AI and human pros for 2026's complex tax season
H&R Block announced product enhancements for the 2026 tax season, combining generative AI with human expertise to simplify filing amidst major tax code changes. Key updates include AI Tax Assist for online and desktop platforms, advanced AI tools for in-person tax professionals, and a Smart Product Selector. Additionally, new DIY paid clients are offered a free Tax Pro review through February 28, 2026.
H&R Block Combines AI Power with Digital Enhancements and Unmatched Tax Pro Expertise to Win Tax Season 2026
H&R Block is leveraging AI and digital enhancements alongside its tax professional expertise to navigate the complex 2026 tax season, marked by new "One Big Beautiful Bill Act" legislation. The company has introduced AI Tax Assist, advanced AI tools for professionals, a Smart Product Selector, and enhanced deduction finding capabilities. H&R Block aims to provide accuracy and reduce friction for clients, positioning itself as a strategic advantage for taxpayers.
H&R Block Combines AI Power with Digital Enhancements and Unmatched Tax Pro Expertise to Win Tax Season 2026
H&R Block is leveraging AI and digital enhancements alongside its tax professional expertise to navigate the complex 2026 tax season, characterized by the "One Big Beautiful Bill Act." The company has introduced AI Tax Assist for clients, advanced AI tools for tax professionals, and other digital solutions to simplify the filing process and maximize deductions. CNET recognized H&R Block as the Best Online Tax Service for 2026, highlighting its commitment to transparent pricing, user-friendliness, and innovative AI integration.
Alps Advisors Inc. Purchases 101,025 Shares of H&R Block, Inc. $HRB
Alps Advisors Inc. increased its holdings in H&R Block (NYSE:HRB) by 32.5%, acquiring 101,025 additional shares, bringing its total to 411,450 shares valued at approximately $20.8 million. This comes as H&R Block's CEO sold shares, and the company reported strong quarterly earnings, beating estimates, and declaring a quarterly dividend. Analyst ratings are mixed, with a consensus "Reduce" rating and an average price target of $41.00.
Tax Software for Easy Filing. Download & File at Home | H&R Block®
H&R Block offers various tax software options for easy filing, including basic, deluxe, premium, and business versions, allowing users to file federal and state returns from home. The software comes with features like unlimited help from live tax experts, AI Tax Assist, automatic renewal discounts, and guarantees for maximum refund and accuracy. H&R Block also provides options for filing with a tax pro, financial products like Refund Advance loans, and services for small businesses.
Analysts Have Been Trimming Their H&R Block, Inc. (NYSE:HRB) Price Target After Its Latest Report
H&R Block (NYSE:HRB) recently released its second-quarter results, beating revenue forecasts and narrowing statutory losses. Despite these positive results, financial analysts have not significantly changed their earnings or revenue estimates for the company. However, they have reduced their consensus price target by 25% to US$41.00, indicating increased pessimism regarding the company's intrinsic value, even though the business is performing in line with previous EPS estimates.
H&R Block Reports Fiscal 2026 Second Quarter Results
H&R Block reported a 5.0% increase in revenue for its fiscal 2026 second quarter, reaching $198.9 million, driven by higher volume in assisted tax services, growth in Wave subscription revenue, and increased DIY software sales. Despite the seasonal net loss typical for the quarter, the company reaffirmed its full-year outlook for fiscal year 2026, expecting revenue between $3.875 and $3.895 billion and adjusted diluted earnings per share between $4.85 and $5.00. The company also repurchased $400 million of shares during the quarter, indicating a continued commitment to shareholder returns.
A Look At H&R Block’s (HRB) Valuation After Strong Q2 Revenue Beat And AI Tax Tools Push
H&R Block (HRB) surpassed Q2 revenue expectations and reaffirmed its full-year guidance, with a strategic focus on AI-enabled tax tools. Despite a short-term dip in share price momentum, the company's long-term returns remain strong. Analysts suggest the stock is undervalued, with a fair value of $55 against its current trading price of $33.71, due to increasing tax code complexity and a shift towards professional assistance.
H&R Block Stock Declines 7.1% Since Reporting Fiscal Q2 Loss
H&R Block (HRB) stock has fallen 7.1% since reporting its fiscal second-quarter 2026 results. Although the company beat revenue and earnings estimates, its fiscal 2026 earnings guidance was weaker than expected, signaling no earnings improvement and static demand. H&R Block reported a wider year-over-year loss per share in Q2, despite increased revenues across its segments.
H&R Block Stock Declines 7.1% Since Reporting Fiscal Q2 Loss
H&R Block (HRB) stock has fallen 7.1% since reporting its second-quarter fiscal 2026 results on February 3, attributed to a wider-than-expected loss and weak earnings guidance for the full fiscal year. Despite revenues beating consensus estimates by 6.8% and growing 11.1% year-over-year, the company's Q2 loss per share was wider than the previous year. H&R Block's fiscal 2026 adjusted earnings guidance is lower than current analyst estimates, and revenue guidance indicates no significant improvement in earnings.
H&R Block, Inc. (NYSE:HRB) Declares Quarterly Dividend of $0.42
H&R Block, Inc. (NYSE:HRB) has announced a quarterly dividend of $0.42 per share, payable on April 6th to shareholders of record on March 4th, resulting in an attractive ~4.7% yield. This declaration follows the company's strong Q earnings report, where it surpassed analyst expectations with an EPS of ($1.84) and revenue up 11.1% year-over-year. Analysts anticipate an EPS of $5.25 for the current year, well-covering the annual dividend with a payout ratio around 32-33%.
H&R Block, Inc. (NYSE:HRB) Given Average Rating of "Reduce" by Brokerages
H&R Block (NYSE:HRB) has received an average "Reduce" rating from analysts, with two recommending a sell, two a hold, and one a buy, alongside an average one-year price target of $49.00. CEO Jeffrey J. Jones II recently sold a substantial number of shares, reducing his ownership by 16.3%. The company announced a quarterly dividend of $0.42 and set FY2026 EPS guidance lower than analyst expectations, while institutional investors have adjusted their holdings.
H&R Block Inc (HRB) Q2 2026 Earnings Call Highlights: Revenue Growth and Strategic AI ...
H&R Block Inc. reported an 11% revenue increase in Q2 2026, driven by higher assisted tax prep volume and DIY software sales. The company emphasizes a multiyear strategy combining human expertise with technology, including AI, to enhance client experience and drive growth, despite facing challenges like a net loss for the quarter and increased operating expenses. H&R Block anticipates industry growth of about 1% and views AI as a key enabler for both DIY and assisted tax services.
H&R Block Keeps Quarterly Dividend at $0.42 per Share, Payable April 6 to Holders of Record March 4
H&R Block announced that it will maintain its quarterly dividend at $0.42 per share. This dividend is payable on April 6 to shareholders of record as of March 4. The company continues its tax preparation services, financial products, and small business solutions offerings.
H&R Block declares quarterly dividend of $0.42 per share
H&R Block (NYSE:HRB) has announced a quarterly cash dividend of $0.42 per share, payable on April 6, 2026, to shareholders of record as of March 4, 2026. The company has maintained a consistent dividend payment record since 1962 and has increased its dividend by 110% since 2016. H&R Block also reported its fiscal Q2 2026 earnings with revenue exceeding forecasts, despite a slight miss on adjusted loss per share.
H&R Block Announces Quarterly Cash Dividend
H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable on April 6, 2026, to shareholders of record as of March 4, 2026. The company has a history of paying consecutive quarterly dividends for over sixty years and has grown its dividend by 110% since 2016. H&R Block has returned over $5 billion to shareholders through dividends and share repurchases since 2016.
H&R Block Announces Quarterly Cash Dividend
H&R Block, Inc. (NYSE: HRB) declared a quarterly cash dividend of $0.42 cents per share, payable on April 6, 2026, to shareholders of record as of March 4, 2026. The company has a history of over sixty years of consecutive quarterly dividends and has grown its dividend by 110% since 2016, returning over $5 billion to shareholders. H&R Block provides tax preparation, financial products, and small-business solutions, blending digital innovation with human expertise.
H&R Block, Inc. (NYSE:HRB) Q2 2026 Earnings Call Transcript
H&R Block (NYSE: HRB) reported its Q2 2026 earnings, beating expectations with an EPS of $-1.84 against an anticipated $-1.96. The company reaffirmed its full-year outlook, projecting revenue between $3.875 billion and $3.895 billion, and adjusted EPS between $4.85 and $5. Executives discussed their multi-year strategy focused on client experience, leveraging technology like AI to streamline processes, and navigating potential impacts of the "One Big Beautiful Bill" on tax season complexity and refund amounts.
H&R Block shares fall after second-quarter revenue rise but continued net loss
H&R Block (NYSE: HRB) shares fell by 3.93% after reporting its second-quarter fiscal 2026 results, which showed an 11.1% increase in revenue to $198.865 million but a continued net loss of $242.166 million. The company reaffirmed its full-year fiscal 2026 revenue guidance and highlighted improvements in client volume, Wave subscription growth, and investments in AI, despite increased operating expenses.
H&R Block turns in narrower-than-expected Q2 loss; reiterates guidance (HRB:NYSE)
H&R Block (HRB) shares rose 2.2% in after-hours trading after reporting a narrower-than-expected net loss for Q2 fiscal year 2026. The company also surpassed Wall Street's revenue consensus for the quarter. H&R Block reiterated its full-year guidance, indicating confidence in its outlook despite the seasonal modest contribution of this fiscal period.
H&R BLOCK INC (NYSE:HRB) Reports Q2 Revenue Beat and Reaffirms Full-Year Outlook
H&R Block (NYSE:HRB) reported stronger-than-expected Q2 revenue of $198.9 million, an 11.1% increase year-over-year, beating analyst estimates, although its loss per share was slightly wider at $1.84. The company reaffirmed its full-year fiscal 2026 revenue guidance of approximately $3.89 billion, signaling confidence ahead of the critical tax season. Following the announcement, HRB shares saw a positive reaction in after-hours trading, rising about 1.9%.
H&R Block's (NYSE:HRB) Q4 CY2025 Sales Beat Estimates
H&R Block (NYSE:HRB) reported better-than-expected revenue in Q4 CY2025, with sales up 11.1% year-on-year to $198.9 million, surpassing analyst estimates. Despite a non-GAAP loss of $1.84 per share, which was better than anticipated, the company reaffirmed its full-year revenue and adjusted EPS guidance. The article highlights the company's historical revenue growth, operating margin, and EPS trends, noting its seasonal business model.
H&R Block Reports Fiscal 2026 Second Quarter Results
H&R Block, Inc. reported an 11.1% increase in total revenue to $198.9 million for its fiscal 2026 second quarter, ending December 31, 2025. The company attributed this growth to higher volume in assisted tax preparation, strong Wave subscription and payment volume, and increased DIY software sales. Despite a seasonal net loss, H&R Block reaffirmed its full-year outlook, projecting revenues between $3.875 billion and $3.895 billion and adjusted diluted EPS from $4.85 to $5.00.
H&R Block Reports Fiscal 2026 Second Quarter Results
H&R Block reported a 11.1% increase in revenue for its fiscal 2026 second quarter, reaching $198.9 million, driven by growth in assisted tax preparation, Wave subscriptions, and DIY software sales. Despite the seasonal net loss, the company reaffirmed its full-year outlook for revenue, EBITDA, and adjusted diluted earnings per share. H&R Block also highlighted returning $507.7 million to shareholders year-to-date through dividends and share repurchases, demonstrating a commitment to capital allocation and long-term value.
Expanded tax credits help offset fertility treatment costs for Canadians
H&R Block highlights that updated federal and provincial tax credits and reimbursement programs can significantly reduce the financial burden of fertility treatments for Canadians. These benefits include the broadened Medical Expense Tax Credit (METC) and specific provincial refundable credits and funding for procedures like IVF and IUI. Many Canadians are unaware of these available credits, and the article encourages those who have incurred costs in the past 10 years to explore amending previous tax returns.
H&R Block, Inc. (HRB): A Bull Case Theory
This article summarizes a bullish thesis on H&R Block (HRB) from Compounding Dividends' Substack. The thesis highlights HRB's strong and consistent free cash flow generation, aggressive capital allocation including significant share repurchases, and the benefits of increasing tax code complexity. Additionally, the acquisition of Wave is noted for diversifying revenue and reducing reliance on the seasonal tax cycle.
Did New Brand and Finance Directors Just Shift H&R Block's (HRB) Investment Narrative?
H&R Block recently appointed three new directors with expertise in consumer brands, large-scale growth, and finance, signaling a strategic focus on innovation in client experience and omnichannel service. This move could influence the company's digital product execution, capital allocation, and new service channels. Despite a recent stock pullback and market caution regarding growth expectations and debt, these board changes reinforce the company's commitment to modernizing its business.
Retirement Systems of Alabama Lowers Position in H&R Block, Inc. $HRB
Retirement Systems of Alabama significantly reduced its stake in H&R Block (NYSE:HRB) by 57.5% in the third quarter, selling 219,152 shares. This adjustment leaves the firm with 161,868 shares valued at approximately $8.19 million. Additionally, CEO Jeffrey J. Jones II also sold a substantial portion of his holdings, reducing his stake by 16.3%.
Ruffer LLP Sells 33,647 Shares of H&R Block, Inc. $HRB
Ruffer LLP has reduced its stake in H&R Block (NYSE:HRB) by 26.8%, selling 33,647 shares in Q3 and now owning 91,950 shares valued at approximately $4.65 million. In a separate transaction, CEO Jeffrey J. Jones II sold 176,449 shares for about $8.20 million, decreasing his holding by 16.3%. H&R Block currently trades near $39, has a P/E of 8.77, and offers a 4.3% dividend yield, with analysts forecasting approximately $5.25 EPS for the current fiscal year.
Y Intercept Hong Kong Ltd Reduces Stock Holdings in H&R Block, Inc. $HRB
Y Intercept Hong Kong Ltd significantly reduced its stake in H&R Block (NYSE:HRB) by 49.4% in the third quarter of 2026, selling 44,733 shares and retaining 45,902 shares valued at $2.321 million. This reduction in institutional holdings comes as CEO Jeffrey J. Jones II also sold a substantial block of his shares, though other institutional investors increased their positions. H&R Block reported beating quarterly EPS estimates and issued FY2026 guidance lower than analyst expectations, while maintaining a quarterly dividend with a 4.3% yield.
A Look At H&R Block (HRB) Valuation After Recent Share Price Weakness
H&R Block (HRB) has seen a recent decline in its share price despite a longer-term positive return. The article suggests HRB is undervalued, with a fair value of $55 against a current price of $39.05, based on a narrative of steady growth and strong margins driven by increased client demand for tax assistance. However, it notes potential risks from digital competitors and government-backed free filing options.
H&R Block (HRB) Expected to Announce Earnings on Tuesday
H&R Block (NYSE:HRB) is anticipated to report its Q2 2026 earnings after the market closes on Tuesday, February 3rd. Analysts are forecasting an EPS loss of ($1.96) on $187.36 million in revenue, while the company has issued full-year 2026 EPS guidance of $4.85-$5.00. The company most recently beat estimates in Q1, reporting ($1.20) EPS against an expected ($1.40).
How Investors May Respond To H&R Block (HRB) Adding Consumer and Finance Veterans to Its Board
H&R Block recently appointed three new directors with expertise in consumer brands, large-scale expansion, and corporate finance, aiming to enhance client experience, growth, and omnichannel capabilities. While these additions are seen as a positive step aligning with the CEO transition and technology hires, their immediate impact on earnings is expected to be incremental. The article suggests investors should focus on the company's capital allocation, omnichannel execution, and balance sheet structure, which is identified as a risk.
How Investors May Respond To H&R Block (HRB) Adding Consumer and Finance Veterans to Its Board
H&R Block recently appointed Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines to its Board of Directors, bringing expertise in consumer brands, expansion, and corporate finance. This move aims to enhance client experience, growth, and omnichannel capabilities, reinforcing the company's investment narrative as a cash-generative tax franchise with a reliable dividend. Investors will be watching how these appointments impact capital allocation and omnichannel execution, especially given the company's existing debt load and negative equity.
H&R Block Enhances Board Expertise with New Appointments
H&R Block announced the appointment of Geralyn Breig, Christian Charnaux, and Stephanie Plaines to its Board of Directors, enhancing expertise in consumer behavior, scaling organizations, and finance. These strategic additions aim to strengthen board diversity, broaden perspectives, and support the company's long-term growth and client experience initiatives.
Revlon, Hilton, JCPenney veterans join H&R Block board as directors
H&R Block announced the appointment of three new independent directors: Geralyn Breig, Christian Charnaux, and Stephanie Plaines. These additions aim to enhance the board's expertise in consumer engagement, strategic growth, and financial leadership. The company seeks to leverage their experience from major brands like Revlon, Hilton, and JCPenney to improve client experience and drive long-term value.
H&R Block Enhances Board Expertise with New Appointments
H&R Block has appointed three new independent directors to its Board: Geralyn Breig, Christian Charnaux, and Stephanie Plaines. These appointments aim to broaden the board's expertise in consumer engagement, strategic growth, and financial leadership. The company emphasizes that these additions will help guide its strategic direction and deliver value to stakeholders as it focuses on elevating client experiences and expanding its services.
H&R Block Inc. (NYSE:HRB) Offers a High-Yield, Sustainable Dividend for Income Investors
H&R Block Inc. (NYSE:HRB) presents itself as a compelling option for income investors due to its high-yield, sustainable dividend. The company boasts a strong ChartMill Dividend Rating of 8 out of 10, a yearly dividend yield of 3.94% with a 6.79% five-year growth rate, and a low payout ratio of 33.41%. While its liquidity ratios are noted as an area for observation, HRB's robust profitability, efficient capital use, and attractive valuation make it a strong candidate for a dividend-focused portfolio.
H&R Block Inc. Expands Board with Three New Directors
H&R Block Inc. announced the appointment of three new directors, Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines, to its Board of Directors, increasing its size from eight to eleven members. The new directors were appointed on January 20, 2026, with their roles including positions on the Compensation, Governance and Nominating, and Audit Committees. This expansion aims to strengthen the company's governance.
H&R Block Enhances Board Expertise with New Appointments
H&R Block has appointed three new independent directors to its Board: Geralyn Breig, Christian Charnaux, and Stephanie Plaines. These appointments aim to enhance the board's expertise in consumer engagement, strategic growth, and financial leadership. The company states that these additions will help guide its strategic direction and deliver value to stakeholders as it focuses on elevating client experiences.
