Versor Investments LP Makes New $841,000 Investment in H&R Block, Inc. $HRB

Versor Investments LP acquired a new position in H&R Block, Inc. (NYSE:HRB) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 16,636 shares of the company’s stock, valued at approximately $841,000.

Several other hedge funds also recently bought and sold shares of HRB. Prudential Financial Inc. boosted its stake in shares of H&R Block by 31.1% in the second quarter. Prudential Financial Inc. now owns 99,666 shares of the company’s stock worth $5,948,000 after acquiring an additional 23,624 shares during the period. Neo Ivy Capital Management purchased a new position in H&R Block in the 2nd quarter worth approximately $1,004,000. Allworth Financial LP boosted its stake in H&R Block by 64.8% in 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 period. Marshall Wace LLP grew its holdings in H&R Block by 24.6% during the 2nd quarter. Marshall Wace LLP now owns 1,091,626 shares of the company’s stock valued at $59,919,000 after buying an additional 215,472 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of H&R Block in the second quarter worth $2,130,000. Institutional investors own 90.14% of the company’s stock.

H&R Block Stock Down 0.3%

Shares of NYSE HRB opened at $32.68 on Wednesday. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 12.86. H&R Block, Inc. has a 12-month low of $32.22 and a 12-month high of $64.62. The firm’s 50-day moving average price is $41.34 and its 200-day moving average price is $46.96. The stock has a market capitalization of $4.14 billion, a price-to-earnings ratio of 7.55, a P/E/G ratio of 0.53 and a beta of 0.36.

H&R Block (NYSE:HRB) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported ($1.84) earnings per share for the quarter, topping the consensus estimate of ($1.96) by $0.12. The company had revenue of $198.87 million for the quarter, compared to analysts’ expectations of $187.36 million. H&R Block had a negative return on equity of 176.02% and a net margin of 16.19%.The firm’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same period in the previous year, the firm posted ($1.73) earnings per share. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. On average, equities research analysts anticipate that H&R Block, Inc. will post 5.25 EPS for the current fiscal year.

H&R Block Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 6th. Shareholders of record on Wednesday, March 4th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 5.1%. The ex-dividend date of this dividend is Wednesday, March 4th. H&R Block’s payout ratio is presently 38.80%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on HRB. Weiss Ratings cut shares of H&R Block from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, February 3rd. The Goldman Sachs Group reduced their target price on H&R Block from $48.00 to $32.00 and set a “sell” rating on the stock in a report on Friday. Finally, Barrington Research dropped their price target on H&R Block from $62.00 to $50.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Reduce” and a consensus price target of $41.00.

Insiders Place Their Bets

In other H&R Block news, CEO Jeffrey J. Jones II sold 128,818 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $44.54, for a total transaction of $5,737,553.72. Following the transaction, the chief executive officer owned 861,313 shares in the company, valued at $38,362,881.02. The trade was a 13.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.40% of the stock is owned by company insiders.

H&R Block Company 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.