H&R Block, Inc. trades at 8x earnings despite solid fundamentals, robust share repurchases, and a 3.9% dividend yield. Recent share price weakness stems from a missed EPS guidance based on a one-time tax credit, CEO transition, AI overhang, and poorly timed buybacks. I see significant upside if the new CEO streamlines operations, exits non-core businesses, especially Spruce, and controls expenses.
HRB records growth as revenues rise on higher assisted tax volumes, expanding service fees and growing adoption of digital and AI tools.
SAN FRANCISCO--(BUSINESS WIRE)--Levi Strauss & Co. (LS&Co.) (NYSE: LEVI) announced today that its board of directors has appointed Jeffrey J. Jones II to serve as a member of the board, effective January 21, 2026, at which time he'll serve as a member of the board's Nominating, Governance and Corporate Citizenship Committee as well as the Compensation and Human Capital Committee. Mr. Jones has served as President and CEO and Director of H&R Block, Inc. (NYSE: HRB) since 2017 and bri.
California Public Employees Retirement System cut its holdings in shares of H&R Block, Inc. (NYSE: HRB) by 17.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 432,911 shares of the company's stock after selling 91,854 shares during the
Federated Hermes Inc. grew its stake in shares of H&R Block, Inc. (NYSE: HRB) by 130.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 213,993 shares of the company's stock after buying an additional 121,131 shares during the quarter. Federated
Edgestream Partners L.P. lessened its holdings in H&R Block, Inc. (NYSE: HRB) by 88.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 21,569 shares of the company's stock after selling 171,999 shares during the period. Edgestream Partners L.P.'s holdings
HRB combines strong financial performance with a very high total yield, but AI-related disruption risk keeps me at a HOLD despite apparent upside. Growth is led by DIY and Wave, while legacy add-ons decline; HRB is pivoting toward higher-value small business clients to boost lifetime value. FCF remains solid in absolute terms, but FCF/Sales is trending down as working capital swings, especially tax and receivables, absorb more cash.
H&R Block (HRB) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Franklin Resources Inc. lessened its stake in H&R Block, Inc. (NYSE: HRB) by 60.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 124,572 shares of the company's stock after selling 191,271 shares during the quarter. Franklin Resources Inc.
Needless to say, over the last three years, the Artificial Intelligence explosion has been at the top of almost every investor's mind.
