Q3 Earnings Forecast for H&R Block Issued By Zacks Research

H&R Block, Inc. (NYSE:HRB) – Investment analysts at Zacks Research reduced their Q3 2026 earnings per share (EPS) estimates for H&R Block in a research note issued on Wednesday, November 27th. Zacks Research analyst R. Department now anticipates that the company will post earnings of $5.44 per share for the quarter, down from their prior forecast of $5.54. The consensus estimate for H&R Block’s current full-year earnings is $5.28 per share. Zacks Research also issued estimates for H&R Block’s Q4 2026 earnings at $2.52 EPS and FY2026 earnings at $5.06 EPS.

Other research analysts have also recently issued reports about the company. Barrington Research reaffirmed an “outperform” rating and set a $70.00 price objective on shares of H&R Block in a research report on Friday, November 8th. StockNews.com lowered H&R Block from a “buy” rating to a “hold” rating in a report on Friday, August 16th. Finally, The Goldman Sachs Group upped their target price on H&R Block from $39.00 to $44.00 and gave the stock a “sell” rating in a report on Friday, August 16th.

H&R Block Stock Down 0.1 %

HRB stock opened at $59.28 on Monday. The company has a debt-to-equity ratio of 16.46, a current ratio of 0.77 and a quick ratio of 0.77. The stock has a market capitalization of $8.12 billion, a P/E ratio of 14.46, a P/E/G ratio of 0.90 and a beta of 0.67. The business has a 50-day moving average of $60.76 and a 200-day moving average of $58.03. H&R Block has a fifty-two week low of $42.28 and a fifty-two week high of $68.45.

H&R Block (NYSE:HRB) last released its quarterly earnings data on Thursday, November 7th. The company reported ($1.17) EPS for the quarter, missing analysts’ consensus estimates of ($1.13) by ($0.04). H&R Block had a net margin of 16.19% and a negative return on equity of 212.45%. The company had revenue of $193.81 million during the quarter, compared to the consensus estimate of $188.78 million. During the same quarter in the prior year, the company posted ($1.05) EPS.

Institutional Trading of H&R Block

Several institutional investors have recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. lifted its position in shares of H&R Block by 4.2% during the 3rd quarter. Coldstream Capital Management Inc. now owns 4,878 shares of the company’s stock valued at $309,000 after acquiring an additional 198 shares during the period. Rockland Trust Co. lifted its position in shares of H&R Block by 1.2% during the 3rd quarter. Rockland Trust Co. now owns 16,866 shares of the company’s stock worth $1,072,000 after buying an additional 200 shares during the last quarter. TriaGen Wealth Management LLC lifted its position in shares of H&R Block by 2.4% during the 2nd quarter. TriaGen Wealth Management LLC now owns 8,642 shares of the company’s stock worth $469,000 after buying an additional 203 shares during the last quarter. EP Wealth Advisors LLC lifted its position in shares of H&R Block by 5.5% during the 3rd quarter. EP Wealth Advisors LLC now owns 4,245 shares of the company’s stock worth $270,000 after buying an additional 221 shares during the last quarter. Finally, Bank of Montreal Can lifted its position in shares of H&R Block by 1.0% during the 2nd quarter. Bank of Montreal Can now owns 24,467 shares of the company’s stock worth $1,327,000 after buying an additional 251 shares during the last quarter. 90.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at H&R Block

In related news, VP Kellie J. Logerwell sold 8,000 shares of the business’s stock in a transaction on Monday, September 16th. The stock was sold at an average price of $64.41, for a total value of $515,280.00. Following the completion of the sale, the vice president now directly owns 18,474 shares in the company, valued at $1,189,910.34. The trade was a 30.22 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Jeffrey J. Jones II sold 9,722 shares of the business’s stock in a transaction on Tuesday, September 3rd. The shares were sold at an average price of $63.07, for a total value of $613,166.54. Following the completion of the sale, the chief executive officer now owns 893,169 shares of the company’s stock, valued at $56,332,168.83. This trade represents a 1.08 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 1.30% of the company’s stock.

H&R Block announced that its Board of Directors has authorized a stock repurchase program on Thursday, August 15th that allows the company to buyback $1.50 billion in shares. This buyback authorization allows the company to purchase up to 16.7% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

H&R Block Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, January 6th. Shareholders of record on Thursday, December 5th will be paid a $0.375 dividend. The ex-dividend date of this dividend is Thursday, December 5th. This represents a $1.50 annualized dividend and a yield of 2.53%. H&R Block’s dividend payout ratio is 36.59%.

H&R Block Company Profile

H&R Block, Inc, through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees.