H&R Block
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
31% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 162
28% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 65
3.57% more ownership
Funds ownership: 88.62% [Q3] → 92.19% (+3.57%) [Q4]
1% more funds holding
Funds holding: 537 [Q3] → 543 (+6) [Q4]
14% less capital invested
Capital invested by funds: $7.86B [Q3] → $6.72B (-$1.14B) [Q4]
18% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $42.5M
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$70
24%
upside
Avg. target
$70
24%
upside
High target
$70
24%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Barrington Research Alexander Paris 60% 1-year accuracy 77 / 128 met price target | 24%upside $70 | Outperform Maintained | 5 Feb 2025 |
Financial journalist opinion
Based on 5 articles about HRB published over the past 30 days
Neutral
GlobeNewsWire
1 day ago
A Survey by Spruce Reveals Social Media's Growing Influence on Gen Z's Financial Decisions, Highlighting a Generational Divide in Learning about Money
KANSAS CITY, Mo., March 31, 2025 (GLOBE NEWSWIRE) -- Designated as National Financial Literacy Month, April is intended to raise awareness about the importance of financial education and to encourage healthy financial habits.
Neutral
GlobeNewsWire
5 days ago
Block Advisors by H&R Block to Provide Timely Support for The Home Depot's Pro Xtra Loyalty Members
Block Advisors by H&R Block partners with The Home Depot to offer Pro Xtra members exclusive discounts on tax preparation and year-round business services.
Neutral
GlobeNewsWire
1 week ago
H&R Block names Phillip Miller as Chief Information Security Officer
KANSAS CITY, Mo., March 25, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced that Phillip Miller will join the company as the new Vice President and Chief Information Security Officer (CISO) as of March 31.
Neutral
GlobeNewsWire
2 weeks ago
The Cast of H&R Block's Hit Reality TV Parody “Responsibility Island” is Back, Promising Laughter, Tears, and
Fans can see what the cast has been up to in a juicy reunion airing Thursday, March 13 on YouTube Fans can see what the cast has been up to in a juicy reunion airing Thursday, March 13 on YouTube
Negative
Zacks Investment Research
3 weeks ago
Why Is H&R Block (HRB) Down 4% Since Last Earnings Report?
H&R Block (HRB) reported earnings 30 days ago. What's next for the stock?
Neutral
GlobeNewsWire
1 month ago
H&R Block Brings Taxes to the Gaming World with Immersive Roblox Experience
The 70-year leader in tax prep launches immersive tax-themed gaming content, making paying taxes a virtual reality for many first-time Gen Z filers across the country The 70-year leader in tax prep launches immersive tax-themed gaming content, making paying taxes a virtual reality for many first-time Gen Z filers across the country
Neutral
GlobeNewsWire
1 month ago
H&R Block and Tinder Team Up to Celebrate Singles this Tax Season
For National Singles Awareness Day H&R Block, the 70-year leader in tax prep, is teaming up with Tinder to give the dating app's users a chance to win $1,777 For National Singles Awareness Day H&R Block, the 70-year leader in tax prep, is teaming up with Tinder to give the dating app's users a chance to win $1,777
Positive
Seeking Alpha
1 month ago
H&R Block: A Boring Business Promising Big Returns
H&R Block's business might seem boring, but there are many potential sources of compelling investment value. The company is a great example of the value that can be had from pairing a business with great economics to a management with a shareholder orientation. And when you put this together with the compelling valuations currently on offer, this company becomes hard to beat as a potential investment idea in the current market.
Neutral
GlobeNewsWire
1 month ago
H&R Block Announces Quarterly Cash Dividend
KANSAS CITY, Mo., Feb. 06, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the “Company”) today announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable April 3, 2025, to shareholders of record as of March 4, 2025. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962.
Negative
Zacks Investment Research
1 month ago
H&R Block Reports Wider Loss in Q2, Y/Y Decrease in Revenues
The decline in U.S. tax preparation and related services revenues hurt HRB's top line in the second quarter of fiscal 2025.
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