Rep. Val T. Hoyle Sells H&R Block, Inc. (NYSE:HRB) Shares

Key Points

• Representative Val T. Hoyle sold between $1,001 and $15,000 of shares in H&R Block, Inc. (NYSE:HRB) as part of a transaction in their "FIDELITY ROLLOVER IRA" on September 23rd.
• H&R Block reported earnings per share (EPS) of $2.27 for the last quarter, missing analysts' expectations, but had a revenue of $1.11 billion, exceeding forecasts.
• The company also increased its quarterly dividend to $0.42, marking a yearly yield of 3.3%, up from the previous dividend of $0.38.

Representative Val T. Hoyle (D-Oregon) recently sold shares of H&R Block, Inc. NYSE: HRB. In a filing disclosed on October 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in H&R Block stock on September 23rd. The trade occurred in the Representative's "FIDELITY ROLLOVER IRA" account.

Representative Val T. Hoyle also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Marriott International NASDAQ: MAR on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Transdigm Group NYSE: TDG on 9/23/2025.
• Sold $1,001 - $15,000 in shares of NIKE NYSE: NKE on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Bank of New York Mellon NYSE: BK on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Cisco Systems NASDAQ: CSCO on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Capital One Financial NYSE: COF on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Pentair NYSE: PNR on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Heico NYSE: HEI.A on 9/23/2025.
• Sold $1,001 - $15,000 in shares of Target NYSE: TGT on 9/23/2025.
• Sold $1,001 - $15,000 in shares of GSK NYSE: GSK on 9/23/2025.

H&R Block Price Performance

Shares of HRB stock opened at $50.81 on Friday. H&R Block, Inc. has a 52-week low of $47.00 and a 52-week high of $64.62. 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 firm has a market capitalization of $6.50 billion, a P/E ratio of 11.37, a P/E/G ratio of 0.80 and a beta of 0.31. The stock has a 50 day moving average price of $51.21 and a 200 day moving average price of $55.04.

H&R Block (NYSE:HRB - Get Free Report) last issued its quarterly earnings results on Tuesday, August 12th. The company reported $2.27 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.81 by ($0.54). H&R Block had a negative return on equity of 191.38% and a net margin of 16.11%.The business had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same period in the prior year, the business posted $1.89 earnings per share. H&R Block's 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. As a group, sell-side analysts predict that H&R Block, Inc. will post 5.25 earnings per share for the current year.

H&R Block Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, October 6th. Stockholders of record on Thursday, September 4th were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Thursday, September 4th. This is a positive change from H&R Block's previous quarterly dividend of $0.38. H&R Block's dividend payout ratio is 37.58%.

Institutional Investors Weigh In On H&R Block

Institutional investors and hedge funds have recently bought and sold shares of the company. SVB Wealth LLC bought a new stake in H&R Block during the 1st quarter valued at $26,000. Operose Advisors LLC purchased a new position in shares of H&R Block in the 2nd quarter valued at $27,000. Brooklyn Investment Group increased its holdings in shares of H&R Block by 72.1% in the 1st quarter. Brooklyn Investment Group now owns 513 shares of the company's stock valued at $28,000 after acquiring an additional 215 shares during the period. Signaturefd LLC increased its holdings 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. Finally, Bogart Wealth LLC increased its holdings 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. 90.14% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on HRB shares. Zacks Research lowered H&R Block from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, August 13th. Barrington Research reissued an "outperform" rating and set a $62.00 price target on shares of H&R Block in a research note on Tuesday, September 23rd. Weiss Ratings reissued a "buy (b-)" rating on shares of H&R Block in a research note on Wednesday. Finally, The Goldman Sachs Group decreased their price target on H&R Block from $54.00 to $48.00 and set a "sell" rating for the company in a research note on Wednesday, August 13th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $55.00.

About Representative Hoyle

Val Hoyle (Democratic Party) is a member of the U.S. House, representing Oregon's 4th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. Hoyle (Democratic Party) is running for re-election to the U.S. House to represent Oregon's 4th Congressional District. She declared candidacy for the 2026 election. Val Hoyle was born in California and lives in Springfield, Oregon. Hoyle graduated from Merrimack High School. She earned a B.A. in political science from Emmanuel College in 1992. Her career experience includes working as a director at United Way of Lane County, a policy fellow at Wayne Morse Center for Law and Politics, and a commissioner at the Oregon Bureau of Labor and Industries. Hoyle has also worked in domestic and international sales, as well as manufacturing distribution.

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.

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