Measured Wealth Private Client Group LLC Decreases Holdings in H&R Block, Inc. $HRB

Measured Wealth Private Client Group LLC decreased its position in shares of H&R Block, Inc. (NYSE:HRB) by 68.9% in the fourth quarter, HoldingsChannel reports. The fund owned 8,250 shares of the company’s stock after selling 18,285 shares during the quarter. Measured Wealth Private Client Group LLC’s holdings in H&R Block were worth $360,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Clearstead Advisors LLC lifted its position in H&R Block by 134.4% during the third quarter. Clearstead Advisors LLC now owns 511 shares of the company’s stock valued at $26,000 after acquiring an additional 293 shares during the last quarter. Abound Wealth Management lifted its position in H&R Block by 208.0% during the fourth quarter. Abound Wealth Management now owns 616 shares of the company’s stock valued at $27,000 after acquiring an additional 416 shares during the last quarter. Elevation Wealth Partners LLC purchased a new stake in H&R Block during the fourth quarter valued at approximately $33,000. Valley National Advisers Inc. purchased a new stake in H&R Block during the fourth quarter valued at approximately $34,000. Finally, Spire Wealth Management lifted its position in H&R Block by 61.1% during the fourth quarter. Spire Wealth Management now owns 836 shares of the company’s stock valued at $36,000 after acquiring an additional 317 shares during the last quarter. Hedge funds and other institutional investors own 90.14% of the company’s stock.

Analyst Upgrades and Downgrades

HRB has been the topic of a number of recent analyst reports. Weiss Ratings upgraded shares of H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. The Goldman Sachs Group cut their price target on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating on the stock in a research note on Friday, February 6th. Zacks Research upgraded shares of H&R Block from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Finally, Barrington Research restated an “outperform” rating and set a $50.00 price target on shares of H&R Block in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $41.00.

H&R Block Price Performance

NYSE:HRB opened at $38.54 on Friday. The firm has a market capitalization of $4.88 billion, a P/E ratio of 6.86, a PEG ratio of 0.59 and a beta of 0.29. H&R Block, Inc. has a 1-year low of $28.16 and a 1-year high of $59.05. The company’s fifty day moving average price is $33.54 and its 200-day moving average price is $36.95.

H&R Block (NYSE:HRB) last released its quarterly earnings data on Wednesday, May 6th. The company reported $6.02 earnings per share for the quarter, topping analysts’ consensus estimates of $5.77 by $0.25. The firm had revenue of $2.40 billion for the quarter, compared to analyst estimates of $2.34 billion. H&R Block had a net margin of 18.90% and a negative return on equity of 211.62%. The business’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.38 earnings per share. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. Equities analysts anticipate that H&R Block, Inc. will post 5.18 EPS for the current fiscal year.

H&R Block Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a yield of 4.4%. H&R Block’s dividend payout ratio is 29.89%.

H&R Block Profile

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.