Vanguard Personalized Indexing Management LLC Has $947,000 Stock Holdings in H&R Block, Inc. $HRB

Vanguard Personalized Indexing Management LLC grew its position in H&R Block, Inc. (NYSE:HRB) by 3.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,244 shares of the company’s stock after purchasing an additional 643 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in H&R Block were worth $947,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in HRB. GAMMA Investing LLC raised its holdings in shares of H&R Block by 129.2% in the first quarter. GAMMA Investing LLC now owns 1,508 shares of the company’s stock valued at $83,000 after purchasing an additional 850 shares during the last quarter. Blue Trust Inc. raised its holdings in shares of H&R Block by 18.0% in the first quarter. Blue Trust Inc. now owns 8,013 shares of the company’s stock valued at $440,000 after purchasing an additional 1,221 shares during the last quarter. Cambridge Investment Research Advisors Inc. raised its holdings in shares of H&R Block by 7.2% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 16,328 shares of the company’s stock valued at $897,000 after purchasing an additional 1,100 shares during the last quarter. Asset Management One Co. Ltd. purchased a new stake in shares of H&R Block in the first quarter valued at about $1,317,000. Finally, Lecap Asset Management Ltd. raised its holdings in shares of H&R Block by 510.6% in the first quarter. Lecap Asset Management Ltd. now owns 23,179 shares of the company’s stock valued at $1,273,000 after purchasing an additional 19,383 shares during the last quarter. Hedge funds and other institutional investors own 90.14% of the company’s stock.

H&R Block Stock Performance

NYSE HRB opened at $52.67 on Monday. H&R Block, Inc. has a 52-week low of $47.00 and a 52-week high of $64.62. The company has a 50-day simple moving average of $50.86 and a 200 day simple moving average of $54.90. The company has a debt-to-equity ratio of 12.86, a quick ratio of 0.90 and a current ratio of 0.90. The company has a market capitalization of $6.74 billion, a PE ratio of 11.78, a price-to-earnings-growth ratio of 0.85 and a beta of 0.31.

H&R Block (NYSE:HRB) last posted its quarterly earnings data on Tuesday, August 12th. The company reported $2.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.81 by ($0.54). The company had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $1.07 billion. H&R Block had a negative return on equity of 191.38% and a net margin of 16.11%.The business’s quarterly revenue was up 4.6% on a year-over-year basis. During the same quarter last year, the business posted $1.89 EPS. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. On average, research analysts predict that H&R Block, Inc. will post 5.25 EPS for the current year.

H&R Block Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, October 6th. Shareholders of record on Thursday, September 4th were given a dividend of $0.42 per share. This is a boost from H&R Block’s previous quarterly dividend of $0.38. This represents a $1.68 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date was Thursday, September 4th. H&R Block’s dividend payout ratio (DPR) is 37.58%.

Analysts Set New Price Targets

Several brokerages have recently commented on HRB. Barrington Research reiterated an “outperform” rating and issued a $62.00 target price on shares of H&R Block in a report on Tuesday, September 23rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of H&R Block in a report on Wednesday, October 8th. Zacks Research downgraded shares of H&R Block from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 13th. Finally, The Goldman Sachs Group decreased their price objective on shares of H&R Block from $54.00 to $48.00 and set a “sell” rating for the company in a report on Wednesday, August 13th. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, H&R Block presently has a consensus rating of “Hold” and a consensus price target of $55.00.

About H&R Block

H&R Block, Inc engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.