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2026-09-08 12:39 1d ago
2026-09-08 03:53 1d ago
Public Employees Retirement System of Ohio koupil podíl v H&R Block
HRB H&R Block
FMP Stock News 72
Original source text
Public Employees Retirement System of Ohio bought a new stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 38,343 shares of the company’s stock, valued at approximately $1,460,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in HRB. Elevation Wealth Partners LLC lifted its stake in shares of H&R Block by 34.5% during the second quarter. Elevation Wealth Partners LLC now owns 1,040 shares of the company’s stock valued at $40,000 after acquiring an additional 267 shares during the period. Envestnet Portfolio Solutions Inc. increased its position in H&R Block by 1.4% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 22,496 shares of the company’s stock worth $980,000 after purchasing an additional 309 shares during the period. Vise Technologies Inc. increased its position in H&R Block by 7.4% in the third quarter. Vise Technologies Inc. now owns 4,486 shares of the company’s stock worth $227,000 after purchasing an additional 311 shares during the period. MassMutual Private Wealth & Trust FSB raised its holdings in H&R Block by 54.0% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 895 shares of the company’s stock worth $34,000 after purchasing an additional 314 shares during the last quarter. Finally, CIBC Private Wealth Group LLC lifted its position in H&R Block by 10.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,835 shares of the company’s stock valued at $194,000 after purchasing an additional 348 shares during the period. 90.14% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets Several research analysts have recently issued reports on the stock. Weiss Ratings raised shares of H&R Block from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 2nd. Zacks Research downgraded shares of H&R Block from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Stephens assumed coverage on shares of H&R Block in a report on Tuesday, July 28th. They issued an “equal weight” rating and a $47.00 price objective on the stock. The Goldman Sachs Group raised their price objective on shares of H&R Block from $29.00 to $33.00 and gave the company a “sell” rating in a research note on Wednesday, August 12th. Finally, Barrington Research lifted their target price on shares of H&R Block from $50.00 to $60.00 and gave the stock an “outperform” rating in a report on Wednesday, August 12th. One research analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, H&R Block presently has a consensus rating of “Hold” and a consensus target price of $46.67.

Check Out Our Latest Research Report on H&R Block H&R Block Price Performance Shares of HRB opened at $48.93 on Tuesday. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 12.69. H&R Block, Inc. has a 1 year low of $28.16 and a 1 year high of $58.67. The stock has a market cap of $6.20 billion, a P/E ratio of 8.55, a price-to-earnings-growth ratio of 0.64 and a beta of 0.36. The stock’s 50-day moving average price is $45.93 and its two-hundred day moving average price is $37.96.

H&R Block (NYSE:HRB – Get Free Report) last announced its quarterly earnings results on Tuesday, August 11th. The company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.21 by $0.17. The company had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.12 billion. H&R Block had a negative return on equity of 214.84% and a net margin of 18.59%.H&R Block’s revenue was up 255.5% on a year-over-year basis. During the same period in the prior year, the business posted $2.27 EPS. H&R Block has set its FY 2027 guidance at 6.040-6.240 EPS. On average, equities analysts predict that H&R Block, Inc. will post 6.11 earnings per share for the current year.

H&R Block Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, October 6th. Shareholders of record on Thursday, September 3rd will be paid a $0.46 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This is a boost from H&R Block’s previous quarterly dividend of $0.42. This represents a $1.84 annualized dividend and a yield of 3.8%. H&R Block’s payout ratio is currently 32.17%.

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.

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2026-08-19 17:38 21d ago
2026-08-19 11:31 21d ago
H&R Block za poslední měsíc vzrostl o 22,1 % díky AI Tax Assist
HRB H&R Block
FMP Stock News 72
Original source text
Key Takeaways H&R Block shares gained 22% in a month, outpacing its industry and the S&P 500.AI Tax Assist handled 4.1 million client messages in FY26, up 88% y/y.HRB held $958.7M in cash, had no current debt and increased the operating cash flow 23% y/y. H&R Block, Inc. (HRB - Free Report) stock has gained 22.1% in a month, outperforming the industry’s 7.1% uptick and the Zacks S&P 500 Composite's 3.6% return.

1-Month Share Price Performance                                                                  Image Source: Zacks Investment Research

Let us delve deeper into the factors that have contributed to the company’s outperformance.

AI-backed ScalabilityH&R Block integrated AI Tax Assist, a GenAI-powered technology, into DIY tax preparation to improve revenues. This technology strengthened the customer experience by assisting clients who prepare a paid DIY online return without extra charges.

In fiscal 2025, HRB generated $383.7 million in DIY tax preparation (accounting for nearly 10% of the top line), increasing 10.2% from the preceding year. Notably, AI Tax Assist addressed 4.1 million client messages and responses, representing an 88% year-over-year upsurge during the fiscal 2026 tax season.

Robust Liquidity ProfileAs of June 30, 2026, HRB held $958.7 million in cash and cash equivalents against no current debt. This solid cash position, which is further enhanced by 23% year-over-year growth in operating cash flow, provides HRB sufficient flexibility to invest in its scalability without hampering its short-term debt position.

The company’s current ratio of 1.13, which stands above the industry benchmark of 1.03, bolsters investor morale as it highlights heightened efficacy in paying off short-term obligations easily.

                                                                 Image Source: Zacks Investment Research

Shareholder-Friendly StrategyIn fiscal 2023, 2024 and 2025, the company distributed $177.9 million, $179.8 million and $197.3 million in dividends, respectively. It also returned $569 million, $379.6 million and $437.1 million through share repurchases in fiscal 2023, 2024 and 2025, respectively. These actions reflect HRB’s dedication to enhancing shareholder value and its confidence in the business's long-term potential.

Zacks Rank & Stocks to ConsiderHRB currently carries a Zacks Rank #3 (Hold).

Some higher-ranked stocks in the broader Zacks Consumer Discretionary sector are Lifetime Brands (LCUT - Free Report) and TAL Education Group (TAL - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Lifetime Brandshas a long-term earnings growth expectation of 14%. LCUT delivered a trailing four-quarter earnings surprise of 271.1%, on average.

TAL Education has a long-term earnings growth expectation of 13.6%. TAL delivered a trailing four-quarter earnings surprise of 210%, on average.
2026-08-14 19:24 25d ago
2026-08-14 13:11 26d ago
H&R Block překonal odhady a zvýšil dividendu
HRB H&R Block
FMP Stock News 92
Original source text
Key Takeaways H&R Block's Q4 adjusted EPS rose 4.8% to $2.38, while revenues increased 3% y/y to $1.14 billion.HRB expects fiscal 2027 revenues of $4.11B-$4.16B and adjusted EPS of $6.04-$6.24.H&R Block returned $713.7M to shareholders in fiscal 2026 and raised its quarterly dividend by 10%.
H&R Block, Inc. (HRB - Free Report) reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate.

HRB’s adjusted earnings of $2.38 per share topped the Zacks Consensus Estimate of $2.23 by 6.7% and increased 4.8% year over year.

Revenues of $1.14 billion surpassed the consensus mark of $1.12 billion by 2.5% and rose 3% year over year. Assisted tax preparation and Wave contributed to growth. During fiscal 2026, client conversion improved 200 basis points, while retention increased 190 basis points.

The better-than-expected results and strong fiscal 2027 guidance impressed investors, as the stock has gained 14.3% since the company released results on Aug. 11.

HRB expects its fiscal 2027 revenues to be between $4.11 billion and $4.16 billion. The Zacks Consensus Estimate for the same is pegged at $4.03 billion. The company has guided its adjusted earnings in the range of $6.04 to $6.24 per share. The consensus estimate for the same is $5.81 per share. 

HRB’s shares have risen 6.4% over the past year against the industry’s 13.7% dip. The Zacks S&P 500 composite has risen 22.3% over the same time frame.

HRB's Assisted Tax Business Supports GrowthU.S. tax preparation and related services revenues increased 2.8% year over year to $1 billion in the fiscal fourth quarter. Assisted tax preparation revenues rose 4.1% to $714.2 million, while Refund Transfer revenues advanced 6.4% to $23.7 million. Tax Identity Shield revenues increased 15.8% to $17.3 million.

The company maintained Assisted category market share during the 2026 tax season after two consecutive years of improvement. Company-owned tax returns increased 2% for fiscal 2026, while net average charge at company-owned operations rose 4% to $282.89. Management attributed stronger performance to improved conversion, retention and a shift toward more complex clients.

H&R Block Sees Wave & International GainsInternational revenues increased 5.6% year over year to $94.9 million in the quarter. Wave revenues climbed 12.3% to $33.2 million, continuing momentum in the company's small-business offering.

For fiscal 2026, Wave posted its second consecutive year of double-digit revenue growth, supported by paid ProTier subscriptions and higher payments volume. Management continues to view small-business services as an important growth opportunity as it integrates expert advice, products and digital capabilities.

HRB's Expense Growth Moderates Profit GainsFiscal fourth-quarter operating expenses increased 3.8% year over year to $768.1 million. Compensation and benefits rose to $396.8 million from $383.1 million, while occupancy costs increased to $117.5 million from $112.8 million. Marketing and advertising expenses advanced to $69.1 million.

EBITDA increased 1.8% to $420.5 million. Adjusted net income declined 1.6% to $304.2 million, but adjusted earnings per share rose as the weighted-average share count fell 6.3% to 127 million. The reduction reflects H&R Block's continued share repurchases.

H&R Block Strengthens Client EconomicsManagement highlighted continued improvement in the quality of its client base. The share of clients within its targeted household adjusted gross income range of $50,000-$200,000 has increased from 38% to 50% over the past few years. H&R Block is serving more clients with investment income, small-business needs and more complex income streams.

Technology remained central to the strategy. Artificial Intelligence Tax Assist handled 4.2 million client interactions during the season and generated nearly twice the engagement of the prior year. Client Experience Monitors contributed to a 550-basis-point increase in product attachment, while the company's Sidekick AI assistant supported tax professionals handling complex questions.

HRB Delivers Strong Cash FlowH&R Block generated $838.7 million of operating cash flow in fiscal 2026 and $756.1 million of free cash flow. It returned $713.7 million to shareholders through dividends and share repurchases, including $500.3 million spent to repurchase about 10.5 million shares.

The board raised the quarterly dividend by 10% to 46 cents per share.

HRB Provides Other Fiscal 2027 Guidance With Higher OutlookFor fiscal 2027, adjusted EBITDA is projected in the range of $1.11 billion to $1.14 billion. The effective tax rate is forecasted at roughly 23%.

HRB expects about $400 million of share repurchases in fiscal 2027 and has approximately $600 million remaining under its current $1.5 billion authorization.

Management expects industry growth to remain below the historical norm but sees opportunities from Assisted market-share performance, small-business growth and selective franchise acquisitions. The company plans greater investment in automation and its consultative client experience while maintaining cost discipline.

Currently, H&R Block carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Recent Earnings SnapshotsClean Harbors, Inc. (CLH - Free Report) posted better-than-expected second-quarter 2026 results. CLH’s adjusted earnings of $3.22 per share beat the Zacks Consensus Estimate by 17.5% and rose 36.4% year over year. Total revenues of $1.74 billion surpassed the consensus estimate by 6.8% and increased 12% from the year-ago quarter.

Rollins, Inc. (ROL - Free Report) posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter.
2026-08-12 02:24 28d ago
2026-08-11 22:05 28d ago
H&R Block zvýšil tržby, zisk i výhled
HRB H&R Block
FMP Stock News 92
Original source text
What PMI Data Says About the NFP Report: 3 Hidden OpportunitiesH&R Block NYSE: HRB reported fiscal 2026 revenue growth of 4.9% and adjusted earnings-per-share growth of 13.9%, as the tax-preparation company cited improved client conversion, retention and demand from more complex filers.

For the fiscal year, revenue totaled $3.95 billion, while EBITDA increased 8.3% to $1.06 billion. Adjusted diluted EPS rose to $5.31, compared with the prior year, and adjusted net income was $688 million. Net income from continuing operations was $736 million, or $5.69 per share.

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3 High-Quality Value Stocks You Should KnowChief Financial Officer Tiffany Mason said revenue growth was led by higher net average charge and company-owned volume in U.S. assisted tax preparation, international revenue growth and continued momentum at small-business platform Wave. Wave posted its second consecutive year of double-digit revenue growth, supported by paid professional-tier subscriptions and higher payments volume.

Operating expenses increased 3.6% to $3.04 billion, primarily reflecting higher tax-professional wages, occupancy costs and technology-related expenses. EBITDA margin expanded by 80 basis points during the year.

Client Trends and Technology Initiatives 3 Unstoppable Value Stocks You Did Not Expect President and Chief Executive Officer Curtis Campbell said the company maintained share in the assisted tax-preparation category after two years of improving trends. Conversion improved by 200 basis points, which Campbell described as the largest single-year improvement in H&R Block’s recorded history, while client retention increased 190 basis points.

Campbell said the company is emphasizing clients with more complex financial needs and higher lifetime value rather than pursuing transaction-oriented volume. The share of H&R Block clients within its target household adjusted gross income range of $50,000 to $200,000 increased to 50% from 38% over the past several years, according to the company.

The company also highlighted its “Second Look” offering, which reviews up to three prior years of returns for new clients to identify potential missed opportunities. New clients receiving Second Look returned at a rate more than 600 basis points above clients who did not receive the service, Campbell said. H&R Block has automated the process using newer artificial-intelligence capabilities and is working toward offering it to nearly all new assisted clients.

Technology initiatives included the rollout of Sidekick, an AI assistant for tax professionals, and AI Tax Assist for paid do-it-yourself filers. AI Tax Assist supported 4.2 million client interactions during the season and drove nearly twice the engagement recorded a year earlier, Campbell said.

Management said it views AI as a tool to enhance professional expertise rather than replace tax professionals. Campbell said higher-stakes and more complex tax situations require “confidence, judgment, and accountability,” and that the company’s strategy is to automate data collection, data entry and other mechanical tasks so tax professionals can focus more on client advice.

Advisory Model Expansion H&R Block conducted more than 150 experiments during the tax season, Campbell said, including a pilot in five offices designed to provide a more consultative and advisory client experience. The pilot offices generated higher client satisfaction, greater client belief in the company’s expertise and value, and increased engagement beyond tax season, according to management.

Based on those results, the company plans to expand the model to a full designated market area for the 2027 tax season. Investments will include labor and training, tax-preparation and workflow automation, and integration of Wave into the company’s broader small-business strategy, Mason said.

The company is also transitioning from seasonal office leadership to a year-round leadership model. Area experience leaders will oversee a small number of offices, develop talent, coach associates and seek to improve consistency in the field. The transition and streamlining of support functions resulted in an approximately $8.3 million severance charge in the first quarter of fiscal 2027, which is excluded from the company’s outlook.

Cash Flow, Capital Returns and Outlook H&R Block generated $756 million of free cash flow in fiscal 2026 and returned $714 million to shareholders through dividends and share repurchases. During the year, the company repurchased and retired about 10.5 million shares, or 7.9% of shares outstanding, for $500 million.

The board approved a 10% increase in the quarterly dividend to $0.46 per share. The company expects to repurchase about $400 million in stock during fiscal 2027, subject to market conditions, and had approximately $600 million remaining under its $1.5 billion repurchase authorization.

For fiscal 2027, H&R Block forecast:

Revenue of $4.11 billion to $4.16 billion. Adjusted EBITDA of $1.11 billion to $1.14 billion. An effective tax rate of approximately 23%. Adjusted diluted EPS of $6.04 to $6.24. Mason said the outlook assumes tax-industry growth will moderate but remain positive, as stable unemployment supports tax filings while slower job growth limits new filings. At the low end of its forecast, H&R Block expects to maintain its assisted-category market share; at the high end, it assumes market-share growth.

The company expects to continue taking low-single-digit pricing increases. In fiscal 2026, assisted-channel volume rose 2%, net average charge increased 4.1%, price increased about 3%, and mix contributed about 1%, Mason said. H&R Block also expects to make approximately 100 to 125 opportunistic franchise buybacks during fiscal 2027, compared with 160 in fiscal 2026.

About H&R Block (NYSE:HRB)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-08-12 00:00 28d ago
2026-08-11 18:46 29d ago
H&R Block překonal odhady zisku i tržeb
HRB H&R Block
FMP Stock News 78
Original source text
H&R Block (HRB - Free Report) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.23 per share. This compares to earnings of $2.27 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.73%. A quarter ago, it was expected that this tax preparer would post earnings of $5.69 per share when it actually produced earnings of $6.02, delivering a surprise of +5.8%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

H&R Block, which belongs to the Zacks Consumer Services - Miscellaneous industry, posted revenues of $1.14 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.48%. This compares to year-ago revenues of $1.11 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

H&R Block shares have added about 5.4% since the beginning of the year versus the S&P 500's gain of 13.3%.

What's Next for H&R Block?While H&R Block has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for H&R Block was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$1.28 on $199.51 million in revenues for the coming quarter and $5.65 on $4.01 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Services - Miscellaneous is currently in the bottom 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Academy Sports and Outdoors, Inc. (ASO - Free Report) , another stock in the broader Zacks Consumer Discretionary sector, has yet to report results for the quarter ended July 2026.

This company is expected to post quarterly earnings of $2.12 per share in its upcoming report, which represents a year-over-year change of +9.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Academy Sports and Outdoors, Inc.'s revenues are expected to be $1.66 billion, up 3.7% from the year-ago quarter.
2026-08-07 16:32 1mo ago
2026-08-07 10:36 1mo ago
H&R Block čeká růst tržeb, pokles EPS
HRB H&R Block
FMP Stock News 78
Original source text
Key Takeaways H&R Block is set to report fiscal Q4 results on Aug. 11, with revenues estimated to rise 0.6% y/y to $1.12B.Assisted tax preparation revenues expected to rise 2.3% y/y, supported by expert-led, tech-enabled services.H&R Block's EPS is estimated to fall 1.8% y/y to $2.23 amid higher AI investments and operational expenses. H&R Block, Inc. (HRB - Free Report) is set to report its fourth-quarter fiscal 2026 results on Aug. 11, after the closing bell.

The company has an impressive earnings surprise history. HRB’s earnings surpassed the Zacks Consensus Estimate in three of the last four reported quarters and missed once, delivering an average surprise of 1.8%.

Shares of HRB have had a decent run over the past month. The stock has risen 17.4% compared with the industry’s 10.1% gain and the Zacks S&P 500 composite’s 2.8% growth.

Q4 Expectations From HRBThe Zacks Consensus Estimate for revenues is pinned at $1.12 billion, suggesting a 0.6% rise from fourth-quarter fiscal 2025 actuals.

Multiple factors such as strong client retention, increased investments in artificial intelligence (AI) and robust assisted tax preparation demand are collectively expected to have boosted the company’s top line in the June-end quarter of fiscal 2026.

The Zacks Consensus Estimate for revenues from U.S. assisted tax preparation is pegged at $702 million, suggesting a 2.3% year-over-year increase. The consensus estimate for Service revenues is pegged at $1.08 billion, indicating a 3.8% year-over-year rise. High demand for expert-led, technology-enabled tax preparation and operational improvements is likely to have driven the expected growth.

HRB’s consistent expansion of its AI capabilities is likely to have positively impacted the top line. The recent expansion of HRB’s AI assistants designed for tax professionals, such as SideKick and AI Tax Assist, is anticipated to have boosted client engagements. The usage of AI to automate the company’s Second Look program, which helps tax professionals review prior-year returns more efficiently, is expected to have improved customer retention.

The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $2.23 per share, indicating a 1.8% year-over-year decline. We expect increasing investments in AI and rising operational expenses to have impacted the bottom line in the quarter.

What Our Model Says About HRBOur proven model does not conclusively predict an earnings beat for H&R Block this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

H&R Block has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are a few stocks, which, according to our model, have the right combination of elements to beat on earnings this season.

Analog Devices, Inc. (ADI - Free Report) has an Earnings ESP of +2.37% and a Zacks Rank of 2. The company is scheduled to report its third-quarter fiscal 2026 results on Aug. 19.

The Zacks Consensus Estimate for ADI’s third-quarter fiscal 2026 revenues is pegged at $3.92 billion, indicating year-over-year growth of 36.3%. For earnings, the consensus mark is pegged at $3.33 per share, implying a 62.4% increase from the year-ago quarter’s actual. ADI beat the consensus estimate in each of the trailing four quarters, with the average earnings surprise being 5.5%.

Coherent Corp. (COHR - Free Report) has an Earnings ESP of +2.65% and a Zacks Rank of 3. The company is scheduled to announce its fourth-quarter fiscal 2026 results on Aug. 12.

The Zacks Consensus Estimate for COHR’s fourth-quarter fiscal 2026 revenues is pegged at $1.99 billion, indicating 30.1% year-over-year growth. The consensus estimate for earnings is pegged at $1.62 per share, implying a year-over-year increase of 62%. COHR beat the consensus estimate in each of the trailing four quarters, delivering an average earnings surprise of 6.2%.
2026-06-26 13:02 2mo ago
2026-06-26 08:40 2mo ago
H&R Block zvyšuje čtvrtletní dividendu a výhled EPS
HRB H&R Block
FMP Stock News 78
Original source text
Joel Greenblatt’s Magic Formula ranks stocks on two factors: earnings yield (EBIT divided by enterprise value) and return on capital. It surfaces good companies trading at cheap prices.

For retirees, “cheap and high-quality” is only the starting point. Income reliability, drawdown control, and earnings predictability matter as much as a low multiple. Here is a look at how three Magic Formula candidates stack up, ranked from least to most appropriate for a retirement portfolio.

3. Peabody Energy Peabody Energy (NYSE: BTU | BTU Price Prediction) screens as the deep-value, optionality-rich name Greenblatt enthusiasts love. Shares closed most recently at $23.69, with a price-to-book ratio of 0.85 and a forward P/E near 22x. The one-year return of 83.8% reflects renewed enthusiasm for coal tied to AI data-center power demand.

The retirement case breaks down on consistency. Q1 FY26 produced an EPS of −$0.26 versus a $0.22 estimate, a −218% earnings surprise, after Centurion mine commissioning issues caused roughly $80 million of damage to the Seaborne Met segment. CEO Jim Grech cited “temporary equipment and roof control challenges.” The $0.075 quarterly dividend has held since Q3 2023. However, the historical record shows cuts from $0.145 to $0.115 during the 2018 downturn and losses from 2015 through 2020. Cyclical coal is a trade, rarely a retirement holding.

2. Molina Healthcare Molina Healthcare (NYSE: MOH) is the classic Magic Formula recovery setup. The managed-care operator trades at a forward P/E of 38x against trailing revenue of $43.1 billion. Shares rebounded 24.5% year to date to $216.04, though that still is 26.6% below year-ago levels.

Q4 2025 delivered an ugly adjusted EPS of −$2.75 against a $0.50 estimate, but Q1 2026 turned with reported EPS of $2.35 versus $1.91 expected, a 23.04% beat. CEO Joseph Zubretsky stated: “We believe that the imbalance between rates and trend marks 2026 as a trough year for Medicaid industry margins.” Management guides to at least $5.00 in adjusted EPS for 2026, burdened by Florida contract costs and MAPD underperformance, with embedded earnings above $11.00 by 2027 to 2029.

For retirees, the problem is income. Molina pays no dividend, regulatory risk on Medicaid rates is real, and operating cash flow turned negative $535 million in FY2025. It is a value bet on a regulated turnaround that offers no income while investors wait..

1. H&R Block H&R Block (NYSE: HRB) is the cleanest fit for the Magic Formula and retirement portfolios. The tax-prep franchise trades at a trailing P/E of 6x and forward P/E of 6x, with a return on equity of 67.9% and an operating margin of 43.2%. That combination of a low multiple and high capital returns is precisely what Greenblatt targets.

Q3 FY26 results were strong: adjusted diluted EPS of $6.02 beat the $5.77 estimate, revenue of $2.40 billion grew 5.31% year over year, and net income rose 17.51%. Management raised FY2026 guidance to adjusted EPS of $5.10 to $5.20 on roughly $3.91 billion to $3.92 billion in revenue. CEO Curtis Campbell called the quarter “an important inflection point” as the assisted channel gained share for a third consecutive year.

Capital return crystallizes the retirement thesis. The quarterly dividend stepped up to $0.42 from $0.375, extending a 60-year streak of consecutive quarterly dividends. The board added an additional $100 million buyback authorization on top of the roughly $700 million remaining under the existing $1.5 billion program. Year-to-date capital returns reached $560.9 million. The dividend held flat through both the 2008 crisis and the 2020 pandemic. With a beta of 0.37 and a 4.7% yield, the volatility profile matches what an income-focused investor needs, though seasonal revenue concentration and AI-native tax competition remain genuine risks.

Bringing the Formula Back to Retirement Greenblatt’s framework surfaces all three names as cheap businesses generating real returns on capital. The retirement filter separates them. Peabody is a commodity play masquerading as a value stock. Molina is a regulated turnaround with no income to collect during the wait. H&R Block pairs a high-margin, cash-generative franchise with the longest dividend history in this group and a management team that is actively shrinking the share count. For a retiree using the Magic Formula as a starting point, H&R Block stock survives the second screen.