Measured Wealth Private Client Group LLC Lowers Stock Holdings in H&R Block, Inc. $HRB

Posted by Brenda Bartman on May 31st, 2026

Measured Wealth Private Client Group LLC trimmed its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 68.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,250 shares of the company’s stock after selling 18,285 shares during the period. Measured Wealth Private Client Group LLC’s holdings in H&R Block were worth $360,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in HRB. Clearstead Advisors LLC boosted its position in H&R Block by 134.4% in the 3rd quarter. Clearstead Advisors LLC now owns 511 shares of the company’s stock valued at $26,000 after buying an additional 293 shares during the period. Abound Wealth Management boosted its position in H&R Block by 208.0% in the 4th quarter. Abound Wealth Management now owns 616 shares of the company’s stock valued at $27,000 after buying an additional 416 shares during the period. Elevation Wealth Partners LLC purchased a new stake in H&R Block in the 4th quarter valued at about $33,000. Valley National Advisers Inc. purchased a new stake in H&R Block in the 4th quarter valued at about $34,000. Finally, Spire Wealth Management boosted its position in H&R Block by 61.1% in the 4th quarter. Spire Wealth Management now owns 836 shares of the company’s stock valued at $36,000 after buying an additional 317 shares during the period. 90.14% of the stock is owned by hedge funds and other institutional investors.

H&R Block Stock Performance

NYSE:HRB opened at $38.54 on Friday. H&R Block, Inc. has a one year low of $28.16 and a one year high of $59.05. The firm has a market cap of $4.88 billion, a P/E ratio of 6.86, a P/E/G ratio of 0.59 and a beta of 0.29. The firm has a 50-day simple moving average of $33.54 and a 200-day simple moving average of $36.95.

H&R Block (NYSE:HRB – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $6.02 EPS for the quarter, beating the consensus estimate of $5.77 by $0.25. H&R Block had a net margin of 18.90% and a negative return on equity of 211.62%. The business had revenue of $2.40 billion during the quarter, compared to analyst estimates of $2.34 billion. During the same quarter in the previous year, the business posted $5.38 EPS. The company’s quarterly revenue was up 5.3% compared to the same quarter last year. H&R Block has set its FY 2026 guidance at 5.100-5.20 EPS. On average, research analysts predict that H&R Block, Inc. will post 5.18 EPS for the current fiscal year.

H&R Block Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, June 3rd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $1.68 dividend on an annualized basis and a yield of 4.4%. H&R Block’s dividend payout ratio is presently 29.89%.

Wall Street Analysts Forecast Growth

HRB has been the subject of several research reports. Zacks Research raised shares of H&R Block from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Barrington Research reissued an “outperform” rating and issued a $50.00 price objective on shares of H&R Block in a research report on Monday, April 27th. Weiss Ratings upgraded shares of H&R Block from a “sell (d+)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Finally, The Goldman Sachs Group reduced their price target on shares of H&R Block from $48.00 to $32.00 and set a “sell” rating for the company in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, H&R Block currently has an average rating of “Moderate Buy” and a consensus target price of $41.00.

View Our Latest Analysis on HRB

H&R Block Profile

(Free Report)

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.