18,000 Shares in H&R Block, Inc. $HRB Acquired by Dynamic Technology Lab Private Ltd

Dynamic Technology Lab Private Ltd bought a new stake in shares of H&R Block, Inc. (NYSE:HRB) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 18,000 shares of the company’s stock, valued at approximately $988,000.

Several other institutional investors have also added to or reduced their stakes in HRB. Signaturefd LLC grew its position in shares of H&R Block by 40.0% during the 2nd quarter. Signaturefd LLC now owns 651 shares of the company’s stock valued at $36,000 after acquiring an additional 186 shares during the period. CWM LLC lifted its position in H&R Block by 1.3% during the second quarter. CWM LLC now owns 15,159 shares of the company’s stock valued at $832,000 after purchasing an additional 197 shares in the last quarter. Louisiana State Employees Retirement System grew its holdings in H&R Block by 0.5% during the second quarter. Louisiana State Employees Retirement System now owns 37,700 shares of the company’s stock valued at $2,069,000 after purchasing an additional 200 shares during the period. Bogart Wealth LLC increased its position in H&R Block by 30.0% in the second quarter. Bogart Wealth LLC now owns 866 shares of the company’s stock worth $48,000 after buying an additional 200 shares in the last quarter. Finally, Brooklyn Investment Group increased its position in H&R Block by 72.1% in the first quarter. Brooklyn Investment Group now owns 513 shares of the company’s stock worth $28,000 after buying an additional 215 shares in the last quarter. 90.14% of the stock is currently owned by institutional investors.

H&R Block Price Performance

HRB stock opened at $43.88 on Friday. H&R Block, Inc. has a one year low of $43.01 and a one year high of $64.62. The company’s fifty day moving average price is $49.65 and its 200-day moving average price is $53.06. The company has a debt-to-equity ratio of 12.86, a quick ratio of 0.90 and a current ratio of 0.90. The company has a market capitalization of $5.55 billion, a PE ratio of 9.82, a price-to-earnings-growth ratio of 0.82 and a beta of 0.32.

H&R Block (NYSE:HRB) last posted its earnings results on Thursday, November 6th. The company reported ($1.20) earnings per share for the quarter, beating the consensus estimate of ($1.40) by $0.20. The company had revenue of $203.55 million during the quarter, compared to analysts’ expectations of $200.13 million. H&R Block had a net margin of 16.11% and a negative return on equity of 191.38%. H&R Block’s quarterly revenue was up 5.0% on a year-over-year basis. During the same period last year, the company posted ($1.17) earnings per share. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. On average, equities analysts anticipate that H&R Block, Inc. will post 5.25 EPS for the current fiscal year.

H&R Block Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Stockholders of record on Thursday, December 4th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend is Thursday, December 4th. H&R Block’s payout ratio is 37.75%.

Insider Activity at H&R Block

In related news, CEO Jeffrey J. Jones II sold 128,818 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 861,313 shares of the company’s stock, valued at approximately $38,362,881.02. This represents a 13.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. The Goldman Sachs Group lowered their price objective on H&R Block from $54.00 to $48.00 and set a “sell” rating on the stock in a research report on Wednesday, August 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of H&R Block in a report on Wednesday. Barrington Research reiterated an “outperform” rating and issued a $62.00 price target on shares of H&R Block in a research report on Monday, October 27th. Finally, Zacks Research cut shares of H&R Block from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 13th. One investment analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $55.00.

H&R Block Profile

H&R Block, Inc engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.