Q1 Earnings Forecast for H&R Block Issued By Zacks Research

Key Points

• Analysts at Zacks Research have lowered their Q1 2026 earnings estimate for H&R Block to be $(1.36) per share, down from a prior estimate of $(1.26), maintaining a "Hold" rating on the stock.
• H&R Block's latest earnings report revealed a $2.27 EPS for the quarter, missing estimates by ($0.54), but revenue grew by 4.6% year-over-year, reaching $1.11 billion.
• The company has announced an increase in its quarterly dividend to $0.42, up from $0.38, reflecting a positive outlook for shareholders.

H&R Block, Inc. (NYSE:HRB - Free Report) - Stock analysts at Zacks Research decreased their Q1 2026 EPS estimates for H&R Block in a research report issued to clients and investors on Tuesday, September 2nd. Zacks Research analyst Team now expects that the company will post earnings of ($1.36) per share for the quarter, down from their prior forecast of ($1.26). Zacks Research has a "Hold" rating on the stock. The consensus estimate for H&R Block's current full-year earnings is $5.25 per share. Zacks Research also issued estimates for H&R Block's Q2 2026 earnings at ($1.82) EPS, FY2026 earnings at $4.96 EPS, Q1 2027 earnings at ($1.28) EPS, Q2 2027 earnings at ($1.75) EPS and Q4 2027 earnings at $2.60 EPS.

H&R Block (NYSE:HRB - Get Free Report) last issued its quarterly earnings data on Tuesday, August 12th. The company reported $2.27 EPS for the quarter, missing analysts' consensus estimates of $2.81 by ($0.54). The business had revenue of $1.11 billion during the quarter, compared to the consensus estimate of $1.07 billion. H&R Block had a negative return on equity of 191.38% and a net margin of 16.11%.The business's quarterly revenue was up 4.6% on a year-over-year basis. During the same period last year, the firm earned $1.89 EPS. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS.

A number of other brokerages also recently issued reports on HRB. Barrington Research reduced their price target on H&R Block from $70.00 to $62.00 and set an "outperform" rating on the stock in a research report on Wednesday, August 13th. The Goldman Sachs Group reduced their price target on H&R Block from $54.00 to $48.00 and set a "sell" rating on the stock in a research report on Wednesday, August 13th. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $55.00.

H&R Block Stock Down 2.8%

NYSE:HRB traded down $1.42 during trading hours on Friday, reaching $50.00. The company's stock had a trading volume of 688,286 shares, compared to its average volume of 1,533,737. The company has a market capitalization of $6.70 billion, a P/E ratio of 11.19, a price-to-earnings-growth ratio of 0.84 and a beta of 0.26. H&R Block has a 12 month low of $47.00 and a 12 month high of $64.90. The company has a debt-to-equity ratio of 12.86, a quick ratio of 0.90 and a current ratio of 0.90. The stock has a 50 day moving average price of $53.55 and a two-hundred day moving average price of $55.43.

H&R Block Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, October 6th. Investors of record on Thursday, September 4th will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend is Thursday, September 4th. This is a positive change from H&R Block's previous quarterly dividend of $0.38. H&R Block's payout ratio is currently 37.58%.

Hedge Funds Weigh In On H&R Block

Several hedge funds have recently made changes to their positions in the company. Signaturefd LLC increased its position in shares of H&R Block by 40.0% in the 2nd quarter. Signaturefd LLC now owns 651 shares of the company's stock valued at $36,000 after acquiring an additional 186 shares during the period. Brown Advisory Inc. increased its position in shares of H&R Block by 1.6% in the 1st quarter. Brown Advisory Inc. now owns 11,942 shares of the company's stock valued at $656,000 after acquiring an additional 191 shares during the period. CWM LLC increased its position in shares of H&R Block by 1.3% in the 2nd quarter. CWM LLC now owns 15,159 shares of the company's stock valued at $832,000 after acquiring an additional 197 shares during the period. Bogart Wealth LLC increased its position in shares of H&R Block by 42.9% in the 1st quarter. Bogart Wealth LLC now owns 666 shares of the company's stock valued at $37,000 after acquiring an additional 200 shares during the period. Finally, Louisiana State Employees Retirement System increased its position in shares of H&R Block by 0.5% in the 2nd quarter. Louisiana State Employees Retirement System now owns 37,700 shares of the company's stock valued at $2,069,000 after acquiring an additional 200 shares during the period. 90.14% of the stock is owned by institutional investors and hedge funds.

H&R Block Company Profile

H&R Block, Inc engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.