H&R Block Yields 5%. Why Its Stock May Survive AI and IRS Threats.
H&R Block's stock currently offers a 5% dividend yield, making it an attractive investment. This article suggests that concerns regarding potential disruption from AI and the IRS Direct File program might be exaggerated. The company's business model for tax preparation remains strong despite these perceived threats.
Reasons Why Investors Can Consider Buying H&R Block Stock Now
H&R Block (HRB) is a strong investment choice due to its revenue growth driven by assisted tax preparation, increased tax return volumes, and robust Do It Yourself (DIY) software. The company also enhances customer experience with AI Tax Assist and maintains strong shareholder value through consistent dividends and share buybacks. HRB holds a Zacks Rank #2 (Buy), indicating attractive investment opportunities, and shows positive analyst estimate revisions, a history of earnings surprises, and promising growth prospects.
Reasons Investors Might Find H&R Block Stock Attractive at This Time
H&R Block (HRB) is presented as an attractive investment due to increasing revenues from assisted and DIY tax preparation services, bolstered by AI integration and a partnership with OpenAI. The company maintains strong shareholder returns through dividends and share repurchases, and boasts a healthy liquidity ratio. Analysts also give HRB a "Buy" rating, citing consistent earnings outperformance and promising growth outlooks for both revenue and earnings.
H&R Block Inc Stock: Stable Tax Services Leader with Reliable Dividend Yield Amid Seasonal Cycles
H&R Block Inc. is highlighted as a stable leader in the tax services industry, offering a reliable dividend yield despite the seasonal nature of its business. The company's hybrid model, combining physical offices and digital platforms, provides a competitive edge, and its financial health supports consistent shareholder returns. Investors are advised to consider the company's defensive qualities and the impact of tax season on its stock performance.
How H&r Block Inc. (HRB) Affects Rotational Strategy Timing
This article analyzes H&R Block Inc. (HRB) using AI models to provide trading strategies. It highlights a stable neutral reading in shorter horizons, exceptional risk-reward setups, and offers three distinct strategies: Position Trading, Momentum Breakout, and Risk Hedging, tailored for different risk profiles and holding periods.
Vanguard disaggregates holdings; HRB (NYSE: HRB) reported as 0 shares
Vanguard has amended its Schedule 13G/A filing for H&R Block (NYSE: HRB), now reporting 0 shares beneficially owned and 0% ownership. This change is due to an internal realignment effective January 12, 2026, which causes certain Vanguard subsidiaries to report their holdings separately in accordance with SEC guidelines. The amendment, signed by Ashley Grim on March 27, 2026, is an administrative reclassification rather than a disclosure of trading activity.
H&R Block, Inc. (NYSE:HRB) Receives Consensus Recommendation of "Hold" from Brokerages
H&R Block (NYSE:HRB) has received a consensus "Hold" recommendation from brokerages, with an average 12-month price target of $41.00. The company recently surpassed its quarterly earnings and revenue estimates and announced an annualized dividend of $1.68, yielding 5.4%. Despite a "sell" rating from Goldman Sachs, the stock has a relatively low price-to-earnings ratio of 7.22 and a market capitalization of $3.96 billion.
File your own taxes for $35 with help from H&R Block
H&R Block Tax Software Deluxe + State 2025 is available for $34.99, a discount from its regular price of $59.99, until April 12. This software helps users file both state and federal tax returns, providing guidance on over 350 credits and deductions, and offering assistance for complex financial situations. It includes five free federal e-files and in-person audit support.
Are you planning to mail your tax return? New USPS postmark rules could delay your filing
Recent changes by the U.S. Postal Service (USPS) mean that mailed tax returns might not be postmarked on the same day they are dropped off, which could lead to penalties if the IRS receives them after the April 15 deadline. The IRS uses the postmark date for timeliness, and mail is now postmarked at automated sorting facilities rather than at the point of drop-off. To avoid issues, taxpayers can mail early, request a manual postmark at the post office counter, file electronically, or file for a 6-month extension (though taxes are still due by April 15).
H&R Block Inc. stock outperforms competitors despite losses on the day
H&R Block Inc. (HRB) experienced a 1.96% dip in its stock price, closing at $30.96. This decline occurred during a generally negative trading session for the stock market, with both the S&P 500 and Dow Jones Industrial Average also falling. Despite these losses, the article highlights that H&R Block's stock still outperformed its competitors.
H&R Block Inc stock gains momentum amid tax season outlook and steady performance
H&R Block Inc (HRB) stock is showing solid gains in early 2026, driven by anticipation of the U.S. tax season peak in April. The company's hybrid business model, combining physical offices with a robust online platform and AI integration, positions it well against digital disruptors. DACH investors are keen on HRB for its stable consumer cyclical demand, low volatility, dividend reliability, and defensive qualities, especially amidst EU economic slowdowns.
Hourly workers get new tip, overtime deductions—H&R Block guides
H&R Block is providing assistance to hourly workers in navigating new 2025 tax relief that allows deductions for portions of tip and overtime income. The new rules permit deductions of up to $25,000 for qualified tips and up to $12,500 (or $25,000 for joint filers) for overtime premium pay. H&R Block is offering various tools and services, including DIY Online, AI Tax Assist, Tax Pro Review, and in-person support at its 9,000 offices, to help taxpayers claim these benefits.
H&R Block Helps Hourly Workers Navigate New Tax Relief on Tips and Overtime Pay
H&R Block is helping hourly workers understand and utilize new tax rules for the 2025 tax year that eliminate taxes on portions of income earned from tips and overtime. These changes allow deductions of up to $25,000 for qualified tips and up to $12,500 ($25,000 for joint filers) for the premium portion of qualified overtime pay. The company offers online tools, AI Tax Assist, and in-person professional guidance to ensure taxpayers claim all eligible savings.
H&R Block Helps Hourly Workers Navigate New Tax Relief on Tips and Overtime Pay
H&R Block is helping hourly workers understand new tax relief measures for the 2025 tax year, which eliminate taxes on portions of income from qualified tips and overtime pay. Taxpayers can deduct up to $25,000 for tips and up to $12,500 ($25,000 for joint filers) for the premium portion of overtime pay. H&R Block offers online DIY tools with AI assistance and in-person professional guidance to help filers maximize these new deductions.
AI tax helpers at H&R Block now handle millions of questions in seconds
H&R Block has been recognized by CNET as the "Best Overall Tax Service for 2026" and for its "Best Use of AI," highlighting its AI-powered platform backed by tax professional expertise. The company's AI Tax Assist has seen a 152% increase in client usage since 2023, delivering 6.45 million messages with an average response time of 2.2 seconds. H&R Block also introduced Sidekick, an AI assistant for tax professionals, which has handled 2.48 million research queries, enabling faster and more accurate service.
H&R Block’s AI-Powered Tax Platform Earns Industry Recognition as Best Overall Tax Service and...
H&R Block has been recognized by CNET as the Best Overall Tax Service for 2026 and for Best Use of AI, highlighting its commitment to combining AI technology with human expertise. The company's AI-powered tools, including AI Tax Assist for DIY filers and Sidekick for tax professionals, aim to simplify tax preparation, increase accuracy, and enhance the overall client experience. These tools have shown significant adoption and efficiency gains, reinforcing H&R Block’s leadership in the industry.
Assessing H&R Block’s (HRB) Valuation After AI Supported Quarterly Growth in Tax Services
H&R Block's recent quarterly results show revenue growth driven by assisted tax preparation and DIY software usage, with their AI tools reportedly outperforming competitors. Despite this, the company's share price has seen a mixed performance, leading investors to question if its current valuation of US$30.51, which is considered 25.6% undervalued with a narrative fair value of $41.00, still presents a buying opportunity. The narrative emphasizes steady tax revenue growth, resilient margins, and successful expansion into small business services, though risks from digital rivals and free filing options exist.
Is H&R Block, Inc. (HRB) A Good Stock To Buy?
This article summarizes a bullish thesis on H&R Block, Inc. (HRB), highlighting its strong capital allocation, recurring revenue growth from tax preparation and the acquisition of Wave, and strategic acquisitions. HRB's shares were trading at $31.67 with attractive P/E ratios, and the company offers a 3.9% dividend yield while aggressively returning capital to shareholders through buybacks. The analysis positions HRB as a resilient investment with potential for both capital appreciation and sustainable yield due to its disciplined approach and expansion into SaaS.
Online Taxes Made Easy: E-file Tax Services | H&R Block®
H&R Block offers various online tax filing services, including a free option for simple tax situations covering over half of filers. They provide different tiers (Deluxe, Premium, Self-Employed) for more complex needs, which include unlimited expert help. The service is designed to be fast, simple, and secure, with features like importing previous year's returns and options for professional review.
H&R Block, Inc. $HRB is Prevatt Capital Ltd's 8th Largest Position
Prevatt Capital Ltd reduced its stake in H&R Block (NYSE:HRB) by 23.9% in Q3, now holding 350,000 shares valued at $17.7 million, making it their 8th largest position. Analyst ratings are mixed, with a consensus "Hold" rating and a target price of $41.00. H&R Block recently exceeded quarterly earnings estimates and declared a quarterly dividend of $0.42 per share.
Dimensional Fund Advisors LP Acquires 56,147 Shares of H&R Block, Inc. $HRB
Dimensional Fund Advisors LP increased its stake in H&R Block (NYSE:HRB) by 2.5% in the third quarter, acquiring an additional 56,147 shares to hold a total of 2,316,404 shares valued at $117.14 million. H&R Block exceeded its quarterly EPS and revenue estimates, provided fiscal year 2026 guidance, and announced a quarterly dividend of $0.42 per share. Institutional investors now own approximately 90.14% of the company's stock, which currently trades with a market capitalization of $3.86 billion and a P/E ratio of 7.03.
First Trust Advisors LP Increases Position in H&R Block, Inc. $HRB
First Trust Advisors LP significantly increased its stake in H&R Block (NYSE:HRB) by 26.6% in the third quarter, bringing its total holdings to 938,537 shares valued at $47.46 million. This move comes as H&R Block reported better-than-expected Q3 earnings and revenue, and announced a quarterly dividend of $0.42 per share. Analyst sentiment for H&R Block is mixed, with a consensus "Hold" rating and a target price of $41.00, despite some recent downgrades.
H&R Block Inc (HRB) Shares Down 3.04% on Mar 9
H&R Block Inc (HRB) shares fell 3.04% on March 9th, trading at $31.28. Analysts have an average target price of $41.00, implying a 31.07% upside, with a consensus "Hold" rating. GuruFocus estimates a one-year fair value of $64.38 for HRB, suggesting a 105.82% upside.
Grantham Mayo Van Otterloo & Co. LLC Buys 169,562 Shares of H&R Block, Inc. $HRB
Grantham Mayo Van Otterloo & Co. LLC significantly increased its holdings in H&R Block (NYSE:HRB) by 173.2% in the third quarter, acquiring an additional 169,562 shares to reach a total of 267,466 shares valued at $13.53 million. This comes as analysts have mixed ratings on H&R Block, with a consensus "Hold" but varied price targets, while the company recently beat quarterly earnings expectations and announced a quarterly dividend of $0.42 per share.
Is H&R Block (HRB) Offering Value After A 39.6% One-Year Share Price Slip?
H&R Block (HRB) shares have experienced a significant 39.6% decline over the past year. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 56.1%, estimating an intrinsic value of $73.53 per share compared to its current price of $32.26. Furthermore, its P/E ratio of 6.66x is below the industry average and Simply Wall St's calculated "Fair Ratio" of 16.30x, indicating potential undervaluation based on multiple-based approaches as well.
H&R Block made a mistake on my taxes. Why won’t it help me?
Lance Croft faced a $14,000 IRS penalty because his H&R Block tax preparer missed a page of his retirement income. Despite H&R Block's 100% Accuracy Guarantee and initial admissions of error, Croft's claim was repeatedly denied. After intervention from a consumer advocate, H&R Block reversed its decision and agreed to provide the maximum refund under its Peace of Mind guarantee.
Crossmark Global Holdings Inc. Purchases 33,511 Shares of H&R Block, Inc. $HRB
Crossmark Global Holdings Inc. has increased its stake in H&R Block (NYSE:HRB) by 27.7%, acquiring an additional 33,511 shares, bringing its total to 154,582 shares valued at approximately $7.817 million. H&R Block recently reported strong quarterly earnings, beating expectations, and announced a quarterly dividend of $0.42 per share. Analysts generally rate the stock as "Hold" with a target price of $41.00.
H&R Block (HRB) Down 10.7% Since Last Earnings Report: Can It Rebound?
H&R Block (HRB) shares have dropped 10.7% since its last earnings report, underperforming the S&P 500. Despite a Q2 loss, the company narrowed its per-share loss and beat revenue estimates, showing an 11.1% increase year-over-year. Analysts have since revised estimates upward, and HRB currently holds a Zacks Rank #2 (Buy), suggesting an anticipated rebound.
H&R Block: Buyback Champion, Trading At 6x P/E And Record-High Dividend Yield
H&R Block (HRB) stock has seen a significant decline, trading below 6x forward earnings despite fears of AI disruption. The company maintains increasing free cash flow per share, steady dividends, and aggressive share buybacks. The author believes the market's pessimism is excessive given HRB's resilient business model and strong shareholder returns.
H&R Block Inc. stock underperforms Monday when compared to competitors despite daily gains
H&R Block Inc. stock advanced 1.05% on Monday, closing at $30.94, despite the S&P 500 Index rising and the Dow Jones Industrial Average falling. The company's stock closed significantly below its 52-week high of $64.62, achieved on May 8th. The article highlights its daily gains but notes its underperformance relative to competitors.
H&R Block, Inc. (NYSE:HRB) Given Consensus Rating of "Hold" by Brokerages
H&R Block, Inc. (NYSE:HRB) has received a consensus "Hold" rating from five research firms, with an average one-year price target of $41.00, despite some analysts cutting targets and issuing "sell" ratings. The company recently beat quarterly earnings expectations and reported an 11.1% revenue increase, although its FY2026 EPS guidance of $4.85–5.00 is below the $5.25 consensus. H&R Block also declared a $0.42 quarterly dividend, representing an annualized yield of about 5.5%.
Quantbot Technologies LP Purchases 50,715 Shares of H&R Block, Inc. $HRB
Quantbot Technologies LP significantly increased its stake in H&R Block, purchasing an additional 50,715 shares in Q3, bringing its total to 71,856 shares valued at $3.63 million. H&R Block reported an EPS beat and raised its FY2026 guidance, while maintaining a strong dividend yield. Analyst sentiment is mixed, with some price target adjustments, but the stock generally holds a "Hold" rating.
Ibex Wealth Advisors Has $5.24 Million Stock Position in H&R Block, Inc. $HRB
Ibex Wealth Advisors significantly reduced its stake in H&R Block (NYSE:HRB) by 48.6%, now holding 103,519 shares valued at approximately $5.24 million. Despite the reduction, H&R Block recently beat quarterly earnings estimates and provided strong FY2026 guidance. The stock currently trades around $30.62 with a 5.5% dividend yield, and analysts maintain a consensus "Hold" rating with an average target price of $41.00.
Affirm Expands Into Tax Services With H&R Block Canada Deal
Affirm Holdings, Inc. (AFRM
Could H&R Block Stock’s Cash Flow Spark the Next Rally?
H&R Block (HRB) stock is presented as a potentially attractive investment, combining growth, strong cash generation, and a significant valuation discount despite competitive pressures and rising operating costs. The company's recent Q2 fiscal 2026 results showed revenue growth, expansion in small business and mobile banking, and effective capital allocation. While the stock has historically experienced significant dips during market downturns, its strong fundamentals, including an impressive cash flow yield of 13.1% and a P/E ratio of 6.5, suggest potential for a rally.
Envestnet Asset Management Inc. Lowers Position in H&R Block, Inc. $HRB
Envestnet Asset Management Inc. significantly reduced its stake in H&R Block (NYSE:HRB) by 91.4% in the third quarter, selling over 562,000 shares to hold 53,120 shares valued at $2.686 million. This reduction comes as H&R Block beat quarterly earnings estimates but provided FY2026 guidance lower than analyst consensus, while maintaining a quarterly dividend of $0.42. Institutional investors collectively own about 90% of the company's stock.
H&R Block Canada lets taxpayers spread fees with Affirm, no late fees
H&R Block Canada has partnered with Affirm to offer flexible payment options for tax preparation services, allowing clients to pay over time in transparent installments without late fees or hidden charges. This initiative aims to make expert tax help more accessible for Canadians, especially as a significant number struggle to understand eligible tax credits and benefits. The partnership is a first for a major Canadian tax preparation service and Affirm, providing a new level of financial flexibility during tax season.
Is It Time To Reassess H&R Block (HRB) After The Recent Share Price Slide
H&R Block (HRB) has experienced significant share price declines recently, with falls of 3.7% over the past week and 41.4% over the last year, despite an 82.6% return over five years. According to Simply Wall St's Discounted Cash Flow (DCF) analysis and Price/Earnings (P/E) ratio comparison, the stock appears significantly undervalued, with the DCF indicating a 58.7% undervaluation and the P/E ratio of 6.31x sitting well below industry and peer averages. The article suggests investors consider these valuation insights to determine if the stock aligns with its underlying worth, moving beyond simple market sentiment.
H&R Block (HRB) Price Target Decreased by 25.45% to 41.82
The average one-year price target for H&R Block (NYSE:HRB) has been reduced by 25.45% to $41.82 per share from a previous estimate of $56.10. This new target represents a 39.68% increase from the stock's last closing price of $29.94. Institutional ownership data shows a decrease in the number of funds reporting positions in HRB, though some major holders like Vanguard and Fuller & Thaler Asset Management continue to hold significant stakes.
Save on tax prep with this H&R Block deal
Tax season is approaching, and this H&R Block Tax Software Deluxe + State 2025 for Windows and Mac is available for $34.99 to help users file their taxes at home. The software simplifies the tax filing process, assists with federal and state returns, identifies over 350 credits and deductions, and provides support for various income types and potential audits. It aims to maximize refunds and offers AI assistance and a help center for questions.
After Plunging 28.7% in 4 Weeks, Here's Why the Trend Might Reverse for H&R Block (HRB)
H&R Block (HRB) stock has fallen by 28.7% in the past four weeks but may be due for a rebound. This is indicated by its Relative Strength Index (RSI) of 27.01, placing it in oversold territory, and a 0.5% increase in consensus EPS estimates by analysts over the last 30 days. Additionally, HRB holds a Zacks Rank #2 (Buy), suggesting a potential near-term turnaround.
Vanguard Group Inc. Has $690.78 Million Stake in H&R Block, Inc. $HRB
Vanguard Group Inc. reduced its stake in H&R Block (NYSE:HRB) by 1.3% in the third quarter, yet still holds a significant 10.68% ownership valued at $690.78 million. H&R Block surpassed Q3 earnings expectations and provided optimistic FY2026 guidance, with analysts projecting an EPS of 5.25 for the year. The company also declared a quarterly dividend of $0.42, offering an annualized yield of 5.8%, and currently carries a consensus "Hold" rating from analysts.
H&R Block Study Shares How Americans Use Their Tax Refunds: Majority Use It to Get Caught Up On Finances
A new H&R Block study reveals that while most Americans receive a tax refund, many struggle to save it due to unexpected expenses. The study found that 73% of financially struggling individuals intend to save their refund, but only 44% succeed. H&R Block's new mobile banking platform, Spruce, aims to help consumers be more intentional with their refunds, allowing for early access to federal tax refunds and features for building emergency funds and setting financial goals.
Marquis Who's Who Honors Patricia B. Gioia-Bilski for Expertise in Taxation and Entrepreneurship
Patricia B. Gioia-Bilski has been recognized by Marquis Who's Who for over four decades of distinguished work in taxation, marked by a commitment to excellence and client satisfaction. As a master tax advisor at Tax Eliminator LLC since 2011, she provides comprehensive tax solutions, including annual tax return preparation, payroll, and bookkeeping for individuals and businesses. Her entrepreneurial journey followed a significant tenure at H&R Block Inc., where she earned multiple accolades for her exceptional service.
Biden IRS: Direct File Will Be Permanent, Competing With TurboTax, H&R Block
The IRS has announced that its Direct File tax filing option will become a permanent service, starting with the 2025 tax season, following a successful pilot program. This initiative aims to provide taxpayers with a free and simple way to file federal taxes directly with the agency, competing with commercial tax preparation services like TurboTax and H&R Block. The pilot processed over 140,000 filings, with 90% of users rating their experience as "Excellent" or "Above Average," and has garnered support from lawmakers despite some congressional opposition.
H&R Block Announces Scott Manuel as Chief Strategy & Operations Officer
H&R Block, Inc. has appointed Scott Manuel as its new Chief Strategy and Operations Officer, effective August 7, 2024. In this newly created role, Manuel will focus on driving the company's strategic agenda, enhancing capabilities in AI, productivity, client support, and real estate, and reporting directly to CEO Jeff Jones. Manuel brings extensive experience in strategy, technology, and operational excellence from his previous roles at Tribute Technology, McClatchy, and Thomson Reuters.
H&R Block Inc. stock underperforms Friday when compared to competitors
H&R Block Inc. (HRB) stock fell 1.43% on Friday, closing at $30.39, despite a positive trading session for the broader market as the S&P 500 and Dow Jones Industrial Average both saw gains. This marked the second consecutive day of losses for H&R Block shares. The company's stock underperformed its competitors on this trading day.
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.
