Gallacher Capital Management LLC lifted its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 234.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 28,425 shares of the company’s stock after buying an additional 19,923 shares during the quarter. H&R Block accounts for about 0.6% of Gallacher Capital Management LLC’s holdings, making the stock its 29th biggest holding. Gallacher Capital Management LLC’s holdings in H&R Block were worth $1,437,000 as of its most recent SEC filing.
A number of other hedge funds have also bought and sold shares of the company. Neo Ivy Capital Management bought a new position in shares of H&R Block in the second quarter worth $1,004,000. Prudential Financial Inc. lifted its holdings in H&R Block by 31.1% in the second quarter. Prudential Financial Inc. now owns 99,666 shares of the company’s stock worth $5,948,000 after purchasing an additional 23,624 shares during the period. Allworth Financial LP grew its position in H&R Block by 64.8% in the 2nd quarter. Allworth Financial LP now owns 4,979 shares of the company’s stock valued at $273,000 after buying an additional 1,957 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in H&R Block during the 2nd quarter valued at about $2,130,000. Finally, Marshall Wace LLP increased its stake in H&R Block by 24.6% during the 2nd quarter. Marshall Wace LLP now owns 1,091,626 shares of the company’s stock valued at $59,919,000 after buying an additional 215,472 shares during the period. 90.14% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other H&R Block news, CEO Jeffrey J. Jones II sold 176,449 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $46.46, for a total transaction of $8,197,820.54. Following the sale, the chief executive officer owned 906,313 shares in the company, valued at approximately $42,107,301.98. The trade was a 16.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.40% of the company’s stock.
H&R Block News Summary
- Positive Sentiment: Q2 results beat revenue and EPS estimates — HRB reported ($1.84) EPS vs. consensus ($1.96) and revenue of $198.9M vs. $187.4M expected, showing better-than-expected seasonal performance that can support valuation re-rating. H&R Block (HRB) Reports Q2 Loss, Beats Revenue Estimates
- Positive Sentiment: Top-line growth — revenue rose ~11% year‑over‑year, indicating business momentum in the quarter that supports the company’s full‑year outlook. H&R Block Reports Fiscal 2026 Second Quarter Results
- Neutral Sentiment: FY‑2026 guidance set to $4.85–$5.00 EPS (revenue ≈ $3.9B) — management reaffirmed outlook; the EPS range is essentially in line with Street expectations but the lower end sits below consensus, leaving room for investor debate. H&R Block Reports Fiscal 2026 Second Quarter Results
- Neutral Sentiment: Earnings call transcript available — look to management commentary for detail on tax‑season trends, share‑repurchase cadence and margin drivers that will influence FY execution. H&R Block, Inc. (HRB) Q2 2026 Earnings Call Transcript
- Negative Sentiment: Still a seasonal loss and weaker profitability metrics — the company posted a ($1.84) loss (worse than last year’s ($1.73)), and GAAP return on equity was deeply negative (–169.98%), which may keep some investors cautious despite the beat. HRB earnings summary and materials
- Negative Sentiment: Share price pressured on heavier-than-normal volume — given mixed signals (beat vs. loss/guidance nuance and weak ROE), trading saw elevated volume and the stock moved lower, suggesting investors want clearer proof of margin recovery before re-rating.
H&R Block Price Performance
NYSE HRB opened at $37.06 on Wednesday. H&R Block, Inc. has a 1 year low of $36.56 and a 1 year high of $64.62. The business’s fifty day moving average is $42.20 and its two-hundred day moving average is $47.76. The stock has a market capitalization of $4.68 billion, a P/E ratio of 8.33, a P/E/G ratio of 0.63 and a beta of 0.36. The company has a debt-to-equity ratio of 12.86, a quick ratio of 0.76 and a current ratio of 0.76.
H&R Block (NYSE:HRB – Get Free Report) last issued 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 business had revenue of $198.87 million for the quarter, compared to analysts’ expectations of $187.36 million. H&R Block had a negative return on equity of 169.98% and a net margin of 16.24%.The company’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the previous year, the firm posted ($1.73) EPS. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. On average, research analysts forecast that H&R Block, Inc. will post 5.25 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
A number of analysts have recently weighed in on HRB shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of H&R Block in a research note on Monday, December 29th. Barrington Research restated an “outperform” rating and issued a $62.00 target price on shares of H&R Block in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $55.00.
Get Our Latest Stock Report on HRB
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.
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