H&R Block (NYSE:HRB) Updates FY 2026 Earnings Guidance

H&R Block (NYSE:HRB) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 4.850-5.000 for the period, compared to the consensus EPS estimate of 4.950. The company issued revenue guidance of $3.9 billion-$3.9 billion, compared to the consensus revenue estimate of $3.9 billion.

Analysts Set New Price Targets

HRB has been the topic of several research analyst reports. Barrington Research reduced their target price on H&R Block from $62.00 to $50.00 and set an “outperform” rating on the stock in a research note on Wednesday. Weiss Ratings downgraded shares of H&R Block from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday. One equities research analyst has rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, H&R Block currently has an average rating of “Reduce” and a consensus target price of $49.00.

H&R Block Stock Performance

HRB stock traded down $0.04 during midday trading on Thursday, reaching $34.53. 1,442,676 shares of the company’s stock traded hands, compared to its average volume of 2,049,319. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 12.86. The stock has a market cap of $4.36 billion, a P/E ratio of 7.97, a PEG ratio of 0.60 and a beta of 0.36. H&R Block has a 52-week low of $34.30 and a 52-week high of $64.62. The stock’s 50-day moving average is $42.05 and its 200 day moving average is $47.67.

H&R Block (NYSE:HRB) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported ($1.84) earnings per share for the quarter, beating the consensus estimate of ($1.96) by $0.12. The business had revenue of $198.87 million for the quarter, compared to the consensus estimate of $187.36 million. H&R Block had a net margin of 16.19% and a negative return on equity of 297.94%. The company’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($1.73) earnings per share. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. As a group, analysts anticipate that H&R Block will post 5.25 EPS for the current year.

H&R Block Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 6th. Shareholders of record on Wednesday, March 4th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 4.9%. The ex-dividend date is Wednesday, March 4th. H&R Block’s dividend payout ratio is presently 38.80%.

Insider Buying and Selling

In other news, CEO Jeffrey J. Jones II sold 128,818 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $44.54, for a total value of $5,737,553.72. Following the transaction, the chief executive officer directly owned 861,313 shares in the company, valued at $38,362,881.02. The trade was a 13.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.40% of the stock is currently owned by corporate insiders.

H&R Block News Summary

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

• Positive Sentiment: Q2 results beat expectations: EPS loss was smaller than forecast (-$1.84 vs. -$1.96 est.) and revenue rose 11% to $198.9M, topping estimates — signals recovery in sales volume/price. H-R Block Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: Board declared a $0.42 quarterly cash dividend (record Mar 4, payable Apr 6), implying a ~4.8% yield — supportive for income-focused investors and a signal of cash-return priority. H-R Block Announces Quarterly Cash Dividend
• Positive Sentiment: Management reiterated full-year revenue outlook and flagged a CEO-led, tech-driven strategy to drive growth and efficiency — a qualitative positive for longer-term margin expansion. H and R Block reaffirms revenue guidance & launches tech-driven strategy
• Neutral Sentiment: FY26 EPS guidance set to $4.85–$5.00 (company), roughly in line but slightly under Street consensus (~4.95) — reaffirmation reduces uncertainty but the midpoint is modestly below expectations. Compared to Estimates, H-R Block Q2 Earnings
• Neutral Sentiment: Earnings call transcript and slide deck are available for detail — useful for assessing margin drivers, tax-season outlook and capital allocation priorities. Q2 Results – Earnings Call Presentation
• Negative Sentiment: Profitability and technical signals remain mixed: GAAP EPS still a loss year-over-year, reported negative return on equity (driven by accounting/asset base), and the shares trade well below their 50- and 200-day averages — these factors can weigh on multiple expansion. H&R Block Earnings Summary

Institutional Investors Weigh In On H&R Block

Several large investors have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in H&R Block by 85.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,191 shares of the company’s stock valued at $119,000 after buying an additional 1,009 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in shares of H&R Block by 3.6% during the 1st quarter. Jones Financial Companies Lllp now owns 11,423 shares of the company’s stock worth $627,000 after acquiring an additional 400 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of H&R Block by 15.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 848,532 shares of the company’s stock valued at $46,593,000 after acquiring an additional 112,127 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of H&R Block by 100.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 711 shares of the company’s stock valued at $39,000 after purchasing an additional 357 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in H&R Block by 119.2% in the second quarter. EverSource Wealth Advisors LLC now owns 914 shares of the company’s stock worth $50,000 after purchasing an additional 497 shares during the last quarter. 90.14% of the stock is owned by institutional investors.

H&R Block Company 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.