H&R Block, Inc. $HRB Stake Boosted by Boston Trust Walden Corp

Boston Trust Walden Corp grew its position in H&R Block, Inc. (NYSE:HRB) by 15.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 895,236 shares of the company’s stock after buying an additional 118,927 shares during the period. Boston Trust Walden Corp’s holdings in H&R Block were worth $28,415,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in the stock. US Bancorp DE raised its position in shares of H&R Block by 2.1% during the 3rd quarter. US Bancorp DE now owns 12,601 shares of the company’s stock valued at $637,000 after buying an additional 261 shares in the last quarter. Public Employees Retirement System of Ohio grew its stake in shares of H&R Block by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 46,171 shares of the company’s stock valued at $2,335,000 after buying an additional 286 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its stake in shares of H&R Block by 1.4% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 22,496 shares of the company’s stock valued at $980,000 after acquiring an additional 309 shares during the last quarter. Vise Technologies Inc. boosted its holdings in H&R Block by 7.4% during the 3rd quarter. Vise Technologies Inc. now owns 4,486 shares of the company’s stock valued at $227,000 after acquiring an additional 311 shares during the period. Finally, Spire Wealth Management boosted its holdings in H&R Block by 61.1% during the 4th quarter. Spire Wealth Management now owns 836 shares of the company’s stock valued at $36,000 after acquiring an additional 317 shares during the period. Institutional investors and hedge funds own 90.14% of the company’s stock.

H&R Block Stock Performance

NYSE:HRB opened at $40.01 on Friday. The firm has a market capitalization of $5.07 billion, a PE ratio of 7.12, a P/E/G ratio of 0.57 and a beta of 0.36. The stock has a 50-day simple moving average of $36.33 and a two-hundred day simple moving average of $35.88. H&R Block, Inc. has a 52-week low of $28.16 and a 52-week high of $57.55.

H&R Block (NYSE:HRB) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $6.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.77 by $0.25. H&R Block had a negative return on equity of 211.62% and a net margin of 18.90%.The business had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.34 billion. During the same quarter in the prior year, the business posted $5.38 EPS. H&R Block’s revenue for the quarter was up 5.3% compared to the same quarter last year. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. Equities analysts forecast that H&R Block, Inc. will post 5.18 earnings per share for the current fiscal year.

H&R Block Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 4.2%. H&R Block’s dividend payout ratio (DPR) is 29.89%.

Analyst Ratings Changes

A number of equities analysts have commented on HRB shares. Barrington Research reaffirmed an “outperform” rating and issued a $50.00 price target on shares of H&R Block in a research note on Monday, April 27th. Weiss Ratings upgraded H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday. Finally, Zacks Research raised H&R Block from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, H&R Block has an average rating of “Moderate Buy” 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.