Seizert Capital Partners LLC Invests $4.06 Million in H&R Block, Inc. $HRB

Seizert Capital Partners LLC bought a new stake in H&R Block, Inc. (NYSE:HRB) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 80,349 shares of the company’s stock, valued at approximately $4,063,000. Seizert Capital Partners LLC owned 0.06% of H&R Block at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Neo Ivy Capital Management acquired a new stake in H&R Block in the second quarter valued at approximately $1,004,000. Prudential Financial Inc. raised its holdings in shares of H&R Block by 31.1% in the 2nd quarter. Prudential Financial Inc. now owns 99,666 shares of the company’s stock valued at $5,948,000 after purchasing an additional 23,624 shares in the last quarter. Allworth Financial LP lifted its position in shares of H&R Block by 64.8% during the 2nd quarter. Allworth Financial LP now owns 4,979 shares of the company’s stock worth $273,000 after purchasing an additional 1,957 shares during the last quarter. Truist Financial Corp grew its stake in shares of H&R Block by 6.1% during the second quarter. Truist Financial Corp now owns 813,898 shares of the company’s stock worth $44,675,000 after purchasing an additional 46,529 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in H&R Block in the second quarter valued at $2,130,000. Hedge funds and other institutional investors own 90.14% of the company’s stock.

Insider Transactions at H&R Block

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 shares were sold at an average price of $46.46, for a total transaction of $8,197,820.54. Following the completion of the transaction, the chief executive officer directly owned 906,313 shares of the company’s stock, valued at $42,107,301.98. The trade was a 16.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.40% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Barrington Research reaffirmed 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 restated 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 issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, H&R Block has an average rating of “Hold” and an average price target of $55.00.

H&R Block Price Performance

HRB stock opened at $41.77 on Tuesday. H&R Block, Inc. has a twelve month low of $41.17 and a twelve month high of $64.62. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 12.86. The company has a market capitalization of $5.28 billion, a P/E ratio of 9.39, a PEG ratio of 0.68 and a beta of 0.34. The business has a 50 day simple moving average of $43.22 and a 200-day simple moving average of $49.02.

H&R Block (NYSE:HRB) last announced its quarterly earnings data 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 negative return on equity of 169.98% and a net margin of 16.24%.The firm had revenue of $203.55 million for the quarter, compared to analysts’ expectations of $200.13 million. During the same period last year, the business posted ($1.17) earnings per share. The firm’s revenue for the quarter was up 5.0% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. As a group, equities analysts anticipate that H&R Block, Inc. will post 5.25 EPS for the current year.

H&R Block Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Thursday, December 4th were given a $0.42 dividend. The ex-dividend date was Thursday, December 4th. This represents a $1.68 annualized dividend and a yield of 4.0%. H&R Block’s dividend payout ratio (DPR) is currently 37.75%.

About H&R Block

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.