H&R Block Q3 EPS Forecast Lowered by Barrington Research

H&R Block, Inc. (NYSE:HRB - Free Report) - Analysts at Barrington Research reduced their Q3 2025 EPS estimates for shares of H&R Block in a research note issued to investors on Friday, November 8th. Barrington Research analyst A. Paris now expects that the company will earn $5.18 per share for the quarter, down from their previous forecast of $5.68. Barrington Research has a "Outperform" rating and a $70.00 price target on the stock. The consensus estimate for H&R Block's current full-year earnings is $5.25 per share. Barrington Research also issued estimates for H&R Block's FY2025 earnings at $5.30 EPS and FY2026 earnings at $5.15 EPS.

H&R Block (NYSE:HRB - Get Free Report) last issued its quarterly earnings results on Thursday, August 15th. The company reported $1.89 EPS for the quarter, topping analysts' consensus estimates of $1.74 by $0.15. The business had revenue of $1.06 billion for the quarter, compared to analyst estimates of $1.03 billion. H&R Block had a negative return on equity of 220.05% and a net margin of 16.49%. H&R Block's quarterly revenue was up 3.0% compared to the same quarter last year. During the same period last year, the company posted $2.05 earnings per share.

Several other research firms have also commented on HRB. StockNews.com lowered H&R Block from a "buy" rating to a "hold" rating in a research note on Friday, August 16th. The Goldman Sachs Group upped their price target on shares of H&R Block from $39.00 to $44.00 and gave the company a "sell" rating in a report on Friday, August 16th.

H&R Block Trading Up 2.0 %

Shares of NYSE HRB traded up $1.18 during mid-day trading on Monday, hitting $60.36. The stock had a trading volume of 1,061,928 shares, compared to its average volume of 1,163,913. The firm has a market cap of $8.35 billion, a P/E ratio of 14.02, a price-to-earnings-growth ratio of 0.95 and a beta of 0.67. The business has a 50 day moving average price of $62.09 and a two-hundred day moving average price of $57.04. H&R Block has a 1 year low of $42.28 and a 1 year high of $68.45. The company has a debt-to-equity ratio of 16.46, a quick ratio of 1.27 and a current ratio of 1.27.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Eastern Bank acquired a new position in H&R Block in the 3rd quarter worth about $25,000. Bogart Wealth LLC increased its stake in H&R Block by 606.1% during the 3rd quarter. Bogart Wealth LLC now owns 466 shares of the company's stock worth $30,000 after purchasing an additional 400 shares in the last quarter. Darwin Wealth Management LLC bought a new position in shares of H&R Block during the third quarter worth about $34,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in H&R Block in the 3rd quarter valued at $35,000. Finally, Harbor Capital Advisors Inc. bought a new position in shares of H&R Block in the third quarter valued at $40,000. 90.14% of the stock is currently owned by institutional investors.

Insider Activity

In other news, VP Kellie J. Logerwell sold 9,846 shares of the firm's stock in a transaction on Monday, August 19th. The shares were sold at an average price of $65.00, for a total value of $639,990.00. Following the sale, the vice president now directly owns 25,028 shares in the company, valued at approximately $1,626,820. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In related news, VP Kellie J. Logerwell sold 9,846 shares of H&R Block stock in a transaction on Monday, August 19th. The stock was sold at an average price of $65.00, for a total transaction of $639,990.00. Following the completion of the transaction, the vice president now directly owns 25,028 shares of the company's stock, valued at approximately $1,626,820. The trade was a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Dara S. Redler sold 9,100 shares of H&R Block stock in a transaction on Monday, August 19th. The shares were sold at an average price of $64.10, for a total value of $583,310.00. Following the completion of the sale, the insider now directly owns 22,066 shares of the company's stock, valued at approximately $1,414,430.60. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 115,927 shares of company stock valued at $7,517,056 in the last quarter. Insiders own 1.30% of the company's stock.

H&R Block Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 6th. Stockholders of record on Thursday, December 5th will be given a $0.375 dividend. This represents a $1.50 dividend on an annualized basis and a dividend yield of 2.49%. The ex-dividend date of this dividend is Thursday, December 5th. H&R Block's dividend payout ratio (DPR) is 35.55%.

H&R Block declared that its Board of Directors has approved a stock repurchase plan on Thursday, August 15th that permits the company to buyback $1.50 billion in shares. This buyback authorization permits the company to repurchase up to 16.7% of its stock through open market purchases. Stock buyback plans are usually an indication that the company's board of directors believes its shares are undervalued.

About H&R Block

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.