H&R Block (NYSE:HRB) Sets New 12-Month Low – Time to Sell?

H&R Block, Inc. (NYSE:HRB) shares hit a new 52-week low during mid-day trading on Tuesday . The stock traded as low as $38.03 and last traded at $37.8060, with a volume of 72505 shares changing hands. The stock had previously closed at $38.72.

Key Headlines Impacting H&R Block

Here are the key news stories impacting H&R Block this week:

• Positive Sentiment: Q2 results beat expectations: H&R Block posted a narrower-than-expected loss of ($1.84) per share and revenue of $198.9M (up ~11% year-over-year), topping analysts’ estimates. This shows operational resilience during the off-season. H-R-Block-Reports-Fiscal-2026-Second-Quarter-Results
• Positive Sentiment: Attractive dividend: The board declared a $0.42 quarterly cash dividend (annualized yield ~4.8%), supporting income-focused investors. H-R-Block-Announces-Quarterly-Cash-Dividend
• Neutral Sentiment: Management reaffirmed full-year revenue guidance and outlined a CEO-led, tech-driven strategy aimed at long-term growth; this could improve margins over time but is not an immediate earnings catalyst. H and R Block reaffirms revenue guidance as CEO launches tech-driven strategy
• Negative Sentiment: Guidance and demand concerns weighed most heavily: management’s FY2026 EPS range (4.85–5.00) was slightly below consensus (~4.95) and commentary signaled flat demand, which led investors to mark down near-term growth expectations and drove the stock lower. H-R-Block-Stock-Declines-7.1%-Since-Reporting-Fiscal-Q2-Loss

Analysts Set New Price Targets

HRB has been the subject of a number of recent analyst reports. Barrington Research dropped their price target on shares of H&R Block from $62.00 to $50.00 and set an “outperform” rating for the company in a research report on Wednesday. Weiss Ratings cut shares of H&R Block from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday. One equities research analyst has rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, H&R Block presently has an average rating of “Reduce” and an average target price of $49.00.

H&R Block Stock Down 2.5%

The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 12.86. The stock has a market cap of $4.26 billion, a price-to-earnings ratio of 7.77, a PEG ratio of 0.60 and a beta of 0.36. The business’s fifty day moving average is $42.05 and its two-hundred day moving average is $47.67.

H&R Block (NYSE:HRB) last released its earnings results on Tuesday, February 3rd. The company reported ($1.84) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($1.96) by $0.12. The company had revenue of $198.87 million for the quarter, compared to analyst estimates of $187.36 million. H&R Block had a net margin of 16.19% and a negative return on equity of 297.94%. The firm’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the business earned ($1.73) EPS. 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 5.25 earnings per share for the current fiscal year.

H&R Block Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 6th. Shareholders of record on Wednesday, March 4th will be issued a dividend of $0.42 per share. The ex-dividend date is Wednesday, March 4th. This represents a $1.68 annualized dividend and a yield of 5.0%. H&R Block’s dividend payout ratio is 38.80%.

Insider Activity

In other news, CEO Jeffrey J. Jones II sold 176,449 shares of H&R Block stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $46.46, for a total value of $8,197,820.54. Following the completion of the transaction, the chief executive officer owned 906,313 shares in the company, valued at approximately $42,107,301.98. This trade represents a 16.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its position in shares of H&R Block by 71,048.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 597,651 shares of the company’s stock valued at $26,046,000 after purchasing an additional 596,811 shares during the last quarter. Arbejdsmarkedets Tillaegspension acquired a new position in shares of H&R Block during the fourth quarter worth $24,215,000. VIRGINIA RETIREMENT SYSTEMS ET Al increased its holdings in H&R Block by 23.4% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 41,200 shares of the company’s stock valued at $1,795,000 after buying an additional 7,800 shares during the last quarter. Versor Investments LP raised its stake in H&R Block by 20.8% in the fourth quarter. Versor Investments LP now owns 20,100 shares of the company’s stock valued at $876,000 after buying an additional 3,464 shares in the last quarter. Finally, Swiss Life Asset Management Ltd lifted its holdings in H&R Block by 73.3% during the 4th quarter. Swiss Life Asset Management Ltd now owns 10,534 shares of the company’s stock worth $459,000 after buying an additional 4,456 shares during the last quarter. Institutional investors and hedge funds own 90.14% of the company’s stock.

About H&R Block

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.