H&R Block (NYSE:HRB) Hits New 12-Month Low – Should You Sell?

H&R Block, Inc. (NYSE:HRB)’s share price hit a new 52-week low on Tuesday . The company traded as low as $40.33 and last traded at $40.3560, with a volume of 513902 shares traded. The stock had previously closed at $42.05.

Wall Street Analysts Forecast Growth

Several brokerages have commented on HRB. Barrington Research restated an “outperform” rating and set a $62.00 price objective on shares of H&R Block in a research report on Monday, October 27th. Weiss Ratings reiterated a “hold (c-)” rating on shares of H&R Block in a research note on Monday, December 29th. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $55.00.

H&R Block Price Performance

The business’s 50-day simple moving average is $43.22 and its two-hundred day simple moving average is $49.02. The stock has a market cap of $5.09 billion, a price-to-earnings ratio of 9.04, a price-to-earnings-growth ratio of 0.68 and a beta of 0.34. The company has a debt-to-equity ratio of 12.86, a current ratio of 0.76 and a quick ratio of 0.76.

H&R Block (NYSE:HRB) last announced its quarterly earnings results on Thursday, November 6th. The company reported ($1.20) earnings per share (EPS) for the quarter, topping the consensus estimate of ($1.40) by $0.20. H&R Block had a net margin of 16.24% and a negative return on equity of 169.98%. The company had revenue of $203.55 million during the quarter, compared to the consensus estimate of $200.13 million. During the same period in the prior year, the business earned ($1.17) earnings per share. The company’s revenue for the quarter was up 5.0% compared to the same quarter last year. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. Research analysts expect that H&R Block, Inc. will post 5.25 earnings per share for the current year.

H&R Block Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Thursday, December 4th were paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date of this dividend was Thursday, December 4th. H&R Block’s dividend payout ratio (DPR) is presently 37.75%.

Insider Buying and Selling at H&R Block

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 transaction of $5,737,553.72. Following the sale, the chief executive officer directly owned 861,313 shares in the company, valued at approximately $38,362,881.02. The trade was a 13.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On H&R Block

A number of institutional investors have recently added to or reduced their stakes in the business. Signaturefd LLC increased its position in H&R Block by 82.1% in the 4th quarter. Signaturefd LLC now owns 843 shares of the company’s stock valued at $37,000 after acquiring an additional 380 shares during the period. Stratos Wealth Advisors LLC lifted its holdings in shares of H&R Block by 34.3% during the fourth quarter. Stratos Wealth Advisors LLC now owns 59,625 shares of the company’s stock worth $2,598,000 after purchasing an additional 15,244 shares during the period. Kendall Capital Management grew its stake in shares of H&R Block by 8.5% in the fourth quarter. Kendall Capital Management now owns 70,780 shares of the company’s stock worth $3,085,000 after purchasing an additional 5,545 shares during the last quarter. Range Financial Group LLC increased its holdings in H&R Block by 4.8% in the fourth quarter. Range Financial Group LLC now owns 15,053 shares of the company’s stock valued at $656,000 after purchasing an additional 688 shares during the period. Finally, Spire Wealth Management raised its position in H&R Block by 61.1% during the 4th quarter. Spire Wealth Management now owns 836 shares of the company’s stock worth $36,000 after purchasing an additional 317 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.