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) - Investment analysts at Zacks Research reduced their Q1 2026 EPS estimates for shares of H&R Block in a research report issued to clients and investors on Tuesday, September 2nd. Zacks Research analyst Team now anticipates that the company will post earnings per share of ($1.36) for the quarter, down from their previous estimate of ($1.26). Zacks Research currently 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 posted its quarterly earnings results on Tuesday, August 12th. The company reported $2.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.81 by ($0.54). H&R Block had a net margin of 16.11% and a negative return on equity of 191.38%. The business had revenue of $1.11 billion for the quarter, compared to analysts' expectations of $1.07 billion. During the same quarter in the previous year, the company earned $1.89 earnings per share. The business's quarterly revenue was up 4.6% on a year-over-year basis. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS.

HRB has been the subject of a number of other reports. The Goldman Sachs Group dropped their target price on shares of H&R Block from $54.00 to $48.00 and set a "sell" rating for the company in a report on Wednesday, August 13th. Barrington Research dropped their price objective on H&R Block from $70.00 to $62.00 and set an "outperform" rating for the company in a report on Wednesday, August 13th. One equities research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $55.00.

H&R Block Trading Down 0.5%

H&R Block stock traded down $0.25 during trading hours on Friday, reaching $51.13. The company had a trading volume of 1,837,926 shares, compared to its average volume of 2,307,979. The company has a debt-to-equity ratio of 12.86, a current ratio of 0.90 and a quick ratio of 0.90. H&R Block has a 12-month low of $47.00 and a 12-month high of $64.90. The company has a 50-day moving average price of $53.69 and a 200 day moving average price of $55.46. The firm has a market cap of $6.85 billion, a price-to-earnings ratio of 11.44, a P/E/G ratio of 0.83 and a beta of 0.26.

Institutional Investors Weigh In On H&R Block

Several hedge funds have recently bought and sold shares of HRB. Schonfeld Strategic Advisors LLC lifted its holdings in shares of H&R Block by 5.2% during the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,312 shares of the company's stock valued at $439,000 after purchasing an additional 410 shares during the last quarter. Mercer Global Advisors Inc. ADV purchased a new stake in shares of H&R Block in the fourth quarter worth $1,769,000. AXA S.A. increased its holdings in shares of H&R Block by 97.8% during the fourth quarter. AXA S.A. now owns 33,815 shares of the company's stock valued at $1,787,000 after acquiring an additional 16,718 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of H&R Block by 47.5% in the 4th quarter. Ameriprise Financial Inc. now owns 331,502 shares of the company's stock worth $17,526,000 after purchasing an additional 106,685 shares during the last quarter. Finally, BNP Paribas Financial Markets boosted its stake in H&R Block by 18.2% in the 4th quarter. BNP Paribas Financial Markets now owns 608,738 shares of the company's stock worth $32,166,000 after purchasing an additional 93,766 shares in the last quarter. Institutional investors own 90.14% of the company's stock.

H&R Block Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, October 6th. Stockholders of record on Thursday, September 4th will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, September 4th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 3.3%. This is a boost from H&R Block's previous quarterly dividend of $0.38. H&R Block's payout ratio is currently 37.58%.

About H&R Block

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.