H&R Block, Inc. $HRB Stock Holdings Raised by Lodge Hill Capital LLC

Lodge Hill Capital LLC increased its position in H&R Block, Inc. (NYSE:HRB) by 31.2% in the first quarter, Holdings Channel.com reports. The fund owned 1,050,000 shares of the company’s stock after acquiring an additional 250,000 shares during the quarter. H&R Block makes up about 4.9% of Lodge Hill Capital LLC’s holdings, making the stock its 5th biggest holding. Lodge Hill Capital LLC’s holdings in H&R Block were worth $33,327,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of HRB. Norges Bank bought a new stake in H&R Block during the 4th quarter worth approximately $69,441,000. Lazard Asset Management LLC boosted its holdings in H&R Block by 50.9% in the 1st quarter. Lazard Asset Management LLC now owns 3,761,094 shares of the company’s stock valued at $119,377,000 after purchasing an additional 1,269,064 shares during the period. AQR Capital Management LLC grew its position in shares of H&R Block by 60.4% during the 3rd quarter. AQR Capital Management LLC now owns 2,593,290 shares of the company’s stock valued at $130,961,000 after purchasing an additional 976,069 shares in the last quarter. Ranmore Fund Management Ltd bought a new position in shares of H&R Block in the fourth quarter worth $41,314,000. Finally, Boston Partners increased its holdings in shares of H&R Block by 20.2% in the third quarter. Boston Partners now owns 3,886,544 shares of the company’s stock worth $196,542,000 after purchasing an additional 652,690 shares during the period. Hedge funds and other institutional investors own 90.14% of the company’s stock.

H&R Block Price Performance

HRB stock opened at $47.13 on Thursday. The firm has a 50 day simple moving average of $38.76 and a two-hundred day simple moving average of $35.52. The stock has a market cap of $5.97 billion, a PE ratio of 8.39, a P/E/G ratio of 0.64 and a beta of 0.36. H&R Block, Inc. has a one year low of $28.16 and a one year high of $55.95.

H&R Block (NYSE:HRB) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $6.02 earnings per share for the quarter, beating the consensus estimate of $5.77 by $0.25. H&R Block had a net margin of 18.90% and a negative return on equity of 211.62%. The firm had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.34 billion. During the same quarter last year, the company posted $5.38 EPS. The business’s quarterly revenue was up 5.3% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. On average, research analysts expect that H&R Block, Inc. will post 5.18 EPS for the current fiscal year.

H&R Block Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, July 7th. Shareholders of record on Wednesday, June 3rd were given a dividend of $0.42 per share. The ex-dividend date was Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a yield of 3.6%. H&R Block’s dividend payout ratio (DPR) is presently 29.89%.

Analyst Upgrades and Downgrades

HRB has been the topic of a number of recent analyst reports. Zacks Research downgraded H&R Block from a “strong-buy” rating to a “hold” rating in a research report on Monday. Barrington Research restated an “outperform” rating and set a $50.00 target price on shares of H&R Block in a research report on Monday, April 27th. Stephens initiated coverage on H&R Block in a research note on Tuesday. They issued an “equal weight” rating and a $47.00 target price on the stock. Finally, Weiss Ratings raised H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 2nd. One analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $43.00.

Key H&R Block News

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

• Positive Sentiment: HRB was highlighted among stocks making significant moves, reflecting continued market interest in the tax-preparation provider. Stocks making big moves yesterday
• Positive Sentiment: Coverage has emphasized HRB’s strong performance, including a roughly 115% five-year gain, while some valuation analysis still views the shares as potentially below fair value. H&R Block stock looks below fair value H&R Block shares skyrocket

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.