H&R Block
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
29% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 164
26% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 65
3.91% more ownership
Funds ownership: 88.08% [Q3] → 91.99% (+3.91%) [Q4]
1% more funds holding
Funds holding: 537 [Q3] → 542 (+5) [Q4]
15% less capital invested
Capital invested by funds: $7.81B [Q3] → $6.66B (-$1.15B) [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
17%
upside
Avg. target
$70
17%
upside
High target
$70
17%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Barrington Research Alexander Paris 59% 1-year accuracy 77 / 130 met price target | 17%upside $70 | Outperform Maintained | 5 Feb 2025 |
Financial journalist opinion
Based on 7 articles about HRB published over the past 30 days
Positive
CNBC
6 days ago
ChatGPT for taxes? OpenAI and H&R Block have a plan for tax pros
OpenAI and H&R Block said on Tuesday that they're working together to to develop a new generative AI tool to help tax professionals. The service will help H&R Block reps stay up to date on tax code changes and more quickly help with unique and complicated scenarios.
Neutral
GlobeNewsWire
6 days ago
H&R Block Leverages OpenAI to Create a Force Multiplier for Its Human Expertise
Joint initiative merges world-class tax expertise with advanced AI capabilities to enhance real-time assistance for 60,000 tax pros to support millions of taxpayers Joint initiative merges world-class tax expertise with advanced AI capabilities to enhance real-time assistance for 60,000 tax pros to support millions of taxpayers
Neutral
GlobeNewsWire
2 weeks ago
H&R Block Announces Richard A. Johnson as Board Chairman
KANSAS CITY, Mo., April 02, 2025 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) today announced that the company's Board of Directors has unanimously elected Richard A. Johnson as the new Chairman of the Board, effective April 1, 2025. Johnson joined the H&R Block Board of Directors in 2015 and is a member of the Audit and Compensation Committees. He succeeds Robert A. Gerard, who has served as Chairman since 2011.
Neutral
GlobeNewsWire
2 weeks ago
H&R Block Contest Encourages Millions of Gig Workers to "Make It Legit"
New 1099-K earning threshold thrusts many side hustlers, gig workers and casual sellers into small business owner status New 1099-K earning threshold thrusts many side hustlers, gig workers and casual sellers into small business owner status
Neutral
GlobeNewsWire
3 weeks 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
3 weeks 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
3 weeks 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
1 month 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
1 month 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
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