Seizert Capital Partners LLC Increases Position in H&R Block, Inc. $HRB

Seizert Capital Partners LLC raised its holdings in shares of H&R Block, Inc. (NYSE:HRB) by 20.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,608 shares of the company’s stock after purchasing an additional 16,259 shares during the quarter. Seizert Capital Partners LLC owned 0.08% of H&R Block worth $4,210,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Clearstead Advisors LLC boosted its stake in H&R Block by 134.4% during the 3rd quarter. Clearstead Advisors LLC now owns 511 shares of the company’s stock valued at $26,000 after acquiring an additional 293 shares during the last quarter. Alpine Bank Wealth Management acquired a new stake in shares of H&R Block in the 3rd quarter valued at about $26,000. Quent Capital LLC acquired a new stake in shares of H&R Block in the 3rd quarter valued at about $27,000. Abound Wealth Management lifted its position in shares of H&R Block by 208.0% during the fourth quarter. Abound Wealth Management now owns 616 shares of the company’s stock worth $27,000 after purchasing an additional 416 shares during the last quarter. Finally, Mather Group LLC. acquired a new position in H&R Block in the third quarter worth about $35,000. 90.14% of the stock is currently owned by hedge funds and other institutional investors.

H&R Block Stock Performance

NYSE HRB opened at $31.28 on Monday. H&R Block, Inc. has a one year low of $28.16 and a one year high of $64.62. The company has a 50-day simple moving average of $31.18 and a 200-day simple moving average of $38.76. The firm has a market capitalization of $3.97 billion, a PE ratio of 7.22, a price-to-earnings-growth ratio of 0.50 and a beta of 0.29.

H&R Block (NYSE:HRB) last released its quarterly earnings data on Tuesday, February 3rd. The company reported ($1.84) earnings per share for the quarter, topping the consensus estimate of ($1.96) by $0.12. H&R Block had a net margin of 16.19% and a negative return on equity of 176.02%. The firm had revenue of $198.87 million for the quarter, compared to analyst estimates of $187.36 million. During the same quarter in the prior year, the business earned ($1.73) earnings per share. H&R Block’s quarterly revenue was up 11.1% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. Equities analysts forecast that H&R Block, Inc. will post 4.98 earnings per share for the current year.

H&R Block Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Wednesday, March 4th were issued a $0.42 dividend. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.68 annualized dividend and a dividend yield of 5.4%. H&R Block’s dividend payout ratio (DPR) is 38.80%.

Wall Street Analysts Forecast Growth

HRB has been the subject of several research analyst reports. Barrington Research reissued an “outperform” rating and issued a $50.00 price objective on shares of H&R Block in a report on Monday, April 27th. The Goldman Sachs Group decreased their target price on H&R Block from $48.00 to $32.00 and set a “sell” rating for the company in a research report on Friday, February 6th. Finally, Weiss Ratings upgraded H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. One investment analyst has rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $41.00.

H&R Block Profile

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.