H&R Block (NYSE:HRB) Releases FY 2027 Earnings Guidance

H&R Block (NYSE:HRB) updated its FY 2027 earnings guidance on Tuesday. The company provided EPS guidance of 6.040-6.240 for the period, compared to the consensus EPS estimate of 5.820. The company issued revenue guidance of $4.1 billion-$4.2 billion, compared to the consensus revenue estimate of $4.0 billion.

Wall Street Analyst Weigh In

HRB has been the subject of a number of research analyst reports. Weiss Ratings raised shares of H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 2nd. Stephens initiated coverage on shares of H&R Block in a report on Tuesday, July 28th. They issued an “equal weight” rating and a $47.00 target price on the stock. Zacks Research lowered shares of H&R Block from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Finally, Barrington Research restated an “outperform” rating and set a $50.00 target price on shares of H&R Block in a research report on Monday, April 27th. One investment analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, H&R Block currently has an average rating of “Hold” and a consensus target price of $43.00.

H&R Block Price Performance

Shares of HRB opened at $46.70 on Wednesday. The stock has a market capitalization of $5.92 billion, a price-to-earnings ratio of 8.31, a price-to-earnings-growth ratio of 0.65 and a beta of 0.34. H&R Block has a 1 year low of $28.16 and a 1 year high of $54.42. The business’s 50 day simple moving average is $40.00 and its 200-day simple moving average is $35.72.

H&R Block (NYSE:HRB) last announced its quarterly earnings results on Tuesday, August 11th. The company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.21 by $0.17. The company had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.12 billion. H&R Block had a net margin of 18.90% and a negative return on equity of 211.62%. H&R Block’s quarterly revenue was up 255.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.27 earnings per share. H&R Block has set its FY 2027 guidance at 6.040-6.240 EPS. On average, sell-side analysts expect that H&R Block will post 5.18 earnings per share for the current year.

H&R Block Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 6th. Stockholders of record on Thursday, September 3rd will be given a dividend of $0.46 per share. The ex-dividend date is Thursday, September 3rd. This represents a $1.84 annualized dividend and a dividend yield of 3.9%. This is a positive change from H&R Block’s previous quarterly dividend of $0.42. H&R Block’s dividend payout ratio is currently 29.89%.

More H&R Block News

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

• Positive Sentiment: Quarterly results exceeded estimates. H&R Block reported fiscal Q4 revenue of approximately $1.14 billion, ahead of the $1.12 billion analyst consensus, while adjusted earnings per share came in at $2.38 versus expectations of roughly $2.21-$2.23. EPS also increased from $2.27 in the prior-year quarter. H&R Block Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Fiscal 2027 outlook is stronger than Wall Street expectations. Management guided for $4.11 billion-$4.16 billion in revenue and $6.04-$6.24 in adjusted EPS, above consensus estimates of about $4.0 billion in revenue and $5.82 EPS. The company also plans to expand its consultative service model. H&R Block Fiscal 2027 Outlook
• Positive Sentiment: Shareholder returns were increased. H&R Block raised its quarterly dividend 9.5% to $0.46 per share from $0.42, implying an annualized yield of approximately 3.9%. The payment is scheduled for October 6 for shareholders of record on September 3, marking the company’s ninth consecutive annual dividend increase. H&R Block Raises Quarterly Dividend
• Neutral Sentiment: Fiscal 2026 revenue rose 5%, operating cash flow increased 23%, and H&R Block returned $714 million through dividends and share repurchases. These figures support its cash-generation profile, though the stock’s valuation and future performance will depend on sustaining growth beyond the tax-season cycle. H&R Block Fiscal 2026 Results

Institutional Investors Weigh In On H&R Block

Several large investors have recently added to or reduced their stakes in HRB. Invesco Ltd. raised its holdings in H&R Block by 37.8% during the 4th quarter. Invesco Ltd. now owns 613,621 shares of the company’s stock valued at $26,742,000 after buying an additional 168,287 shares during the period. Vident Advisory LLC lifted its holdings in shares of H&R Block by 6.4% in the 4th quarter. Vident Advisory LLC now owns 34,597 shares of the company’s stock worth $1,508,000 after acquiring an additional 2,081 shares during the last quarter. Fuller & Thaler Asset Management Inc. lifted its holdings in shares of H&R Block by 4.7% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 4,285,516 shares of the company’s stock worth $186,763,000 after acquiring an additional 191,608 shares during the last quarter. NewEdge Advisors LLC boosted its stake in shares of H&R Block by 2.9% during the 4th quarter. NewEdge Advisors LLC now owns 53,574 shares of the company’s stock worth $2,335,000 after purchasing an additional 1,496 shares during the period. Finally, Empowered Funds LLC boosted its stake in shares of H&R Block by 64.7% during the 4th quarter. Empowered Funds LLC now owns 115,517 shares of the company’s stock worth $5,034,000 after purchasing an additional 45,362 shares during the period. 90.14% of the stock is owned by institutional investors.

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.