Mitsubishi UFJ Trust & Banking Corp Grows Stock Position in H&R Block, Inc. $HRB

Key Points

• Mitsubishi UFJ Trust & Banking boosted its H&R Block stake by 101.4% in Q4 to 75,473 shares (about 0.06% of the company) worth roughly $3.29 million.
• Institutional ownership is very high at 90.14%, with several advisory firms and wealth managers also adding or initiating small positions recently.
• H&R Block trades near $31.28 with a P/E of 7.22, has FY2026 guidance of $4.85–5.00 EPS, and pays a quarterly dividend of $0.42 (annualized yield ~5.4%).

Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of H&R Block, Inc. (NYSE:HRB - Free Report) by 101.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 75,473 shares of the company's stock after buying an additional 37,998 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.06% of H&R Block worth $3,289,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Clearstead Advisors LLC lifted its position in H&R Block by 134.4% during the third quarter. Clearstead Advisors LLC now owns 511 shares of the company's stock worth $26,000 after buying an additional 293 shares during the period. Alpine Bank Wealth Management purchased a new position in H&R Block during the third quarter worth about $26,000. Quent Capital LLC purchased a new position in H&R Block during the third quarter worth about $27,000. Abound Wealth Management lifted its position in H&R Block by 208.0% during the fourth quarter. Abound Wealth Management now owns 616 shares of the company's stock worth $27,000 after buying an additional 416 shares during the period. Finally, Mather Group LLC. purchased a new position in H&R Block during the third quarter worth about $35,000. 90.14% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

HRB has been the topic of several recent analyst reports. Barrington Research reiterated an "outperform" rating and set a $50.00 target price on shares of H&R Block in a research report on Monday, April 27th. 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 research report on Friday, February 6th. Finally, Weiss Ratings upgraded H&R Block from a "sell (d+)" rating to a "hold (c)" rating in a research report on Tuesday, February 17th. One analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, H&R Block has an average rating of "Hold" and an average price target of $41.00.

H&R Block Price Performance

H&R Block stock opened at $31.28 on Monday. The stock's 50-day moving average is $31.18 and its 200-day moving average is $38.76. The company has a market cap of $3.97 billion, a price-to-earnings ratio of 7.22, a price-to-earnings-growth ratio of 0.50 and a beta of 0.29. H&R Block, Inc. has a 12 month low of $28.16 and a 12 month high of $64.62.

H&R Block (NYSE:HRB - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The company reported ($1.84) EPS for the quarter, topping analysts' consensus estimates of ($1.96) by $0.12. The company had revenue of $198.87 million for the quarter, compared to the consensus estimate of $187.36 million. H&R Block had a negative return on equity of 176.02% and a net margin of 16.19%.The company's quarterly revenue was up 11.1% compared to the same quarter last year. During the same period last year, the business posted ($1.73) EPS. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. Research analysts anticipate that H&R Block, Inc. will post 4.98 EPS for the current year.

H&R Block Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Wednesday, March 4th were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date was Wednesday, March 4th. H&R Block's dividend payout ratio (DPR) is 38.80%.

H&R Block 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.

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