Crossmark Global Holdings Inc. Sells 18,707 Shares of H&R Block, Inc. $HRB

Posted by Donald Scott on May 11th, 2026

Crossmark Global Holdings Inc. lowered its position in H&R Block, Inc. (NYSE:HRB – Free Report) by 12.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 135,875 shares of the company’s stock after selling 18,707 shares during the period. Crossmark Global Holdings Inc.’s holdings in H&R Block were worth $5,921,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Boston Partners boosted its stake in H&R Block by 20.2% in the third quarter. Boston Partners now owns 3,886,544 shares of the company’s stock valued at $196,542,000 after acquiring an additional 652,690 shares in the last quarter. Lazard Asset Management LLC increased its position in shares of H&R Block by 0.8% during the third quarter. Lazard Asset Management LLC now owns 3,213,177 shares of the company’s stock worth $162,490,000 after purchasing an additional 26,708 shares in the last quarter. Northern Trust Corp lifted its holdings in shares of H&R Block by 10.9% during the 3rd quarter. Northern Trust Corp now owns 2,750,413 shares of the company’s stock valued at $139,088,000 after purchasing an additional 269,581 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of H&R Block by 60.4% in the 3rd quarter. AQR Capital Management LLC now owns 2,593,290 shares of the company’s stock worth $130,961,000 after purchasing an additional 976,069 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in H&R Block by 2.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,316,404 shares of the company’s stock worth $117,141,000 after buying an additional 56,147 shares during the last quarter. Institutional investors own 90.14% of the company’s stock.

H&R Block Price Performance

NYSE HRB opened at $36.87 on Monday. The company has a market cap of $4.67 billion, a price-to-earnings ratio of 6.56, a PEG ratio of 0.57 and a beta of 0.29. The stock’s fifty day moving average price is $31.30 and its 200 day moving average price is $38.34. H&R Block, Inc. has a 1 year low of $28.16 and a 1 year high of $59.17.

H&R Block (NYSE:HRB – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $6.02 EPS for the quarter, topping analysts’ consensus estimates of $5.77 by $0.25. The company had revenue of $2.40 billion during the quarter, compared to analysts’ expectations of $2.34 billion. H&R Block had a negative return on equity of 211.62% and a net margin of 18.90%.The firm’s revenue was up 5.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.38 EPS. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. Research analysts expect that H&R Block, Inc. will post 5.18 earnings per share for the current year.

H&R Block Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be given a $0.42 dividend. The ex-dividend date is Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a yield of 4.6%. H&R Block’s dividend payout ratio is currently 29.89%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Barrington Research reaffirmed an “outperform” rating and set a $50.00 target price on shares of H&R Block in a research report on Monday, April 27th. Weiss Ratings upgraded 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 objective on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating on the stock in a report on Friday, February 6th. Finally, Zacks Research raised shares of H&R Block from a “hold” rating to a “strong-buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, H&R Block presently has a consensus rating of “Moderate Buy” and an average price target of $41.00.

Check Out Our Latest Stock Analysis on HRB

Key Stories Impacting H&R Block

Here are the key news stories impacting H&R Block this week:

Positive Sentiment: Fiscal Q3 revenue rose 5.3% to about $2.4 billion, while earnings beat expectations, reinforcing that demand for tax-prep services held up well. H&R Block Reports Fiscal 2026 Third Quarter Results
Positive Sentiment: The company raised fiscal 2026 guidance, now projecting revenue of $3.91 billion to $3.92 billion and boosting its outlook for adjusted EPS, which suggests management is seeing continued momentum into year-end. H&R Block projects $3.91B-$3.92B fiscal 2026 revenue as it raises outlook following tax season ’26
Positive Sentiment: Management also highlighted stronger capital returns, including an incremental $100 million share repurchase authorization, which can support the stock by improving shareholder yield. H&R Block (HRB) jumps on Q3 results, raised FY2026 outlook, and stepped-up buyback plan
Neutral Sentiment: Analysts and market commentary are focusing on valuation after the strong quarter, with the stock still trading below its 200-day average, suggesting room for continued re-rating if execution stays strong. A Look At H&R Block (HRB) Valuation After Strong Revenue And Net Income Results
Neutral Sentiment: Coverage also noted improved growth and AI-related commentary from the earnings call, but these appear to be secondary to the core earnings beat and raised guidance. H&R Block Earnings Call Highlights Growth and AI

About H&R Block

(Free Report)

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.