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H&R Block Inc. ($HRB) Stock Forecast: Down 5.1% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is H&R Block Inc.?

H&R Block (HRB) is a tax preparation company highly regarded for its services and software solutions aiding individuals and businesses in tax filing. The market sentiment towards HRB today leaned towards the negative.

Why is H&R Block Inc. going down?

HRB stock is down 5.1% on Feb 3, 2026 17:07

  • The bearish trend in HRB could be connected to the substantial decrease in ownership stakes by institutional investors and CEO Jeffrey J. Jones II. This selling activity potentially influenced a pessimistic mood among other investors.
  • The addition of new board members specializing in consumer brands and finance, hinting at a move towards innovation, might have been overshadowed by the significant sell-offs, leading to uncertainty among investors.
  • Despite the positive view emphasizing HRB's strong cash flow and strategic acquisitions, market attention may have shifted towards concerns about growth expectations, debt levels, and recent stock performance.
  • The contradictory situation of surpassing quarterly EPS projections but offering lower FY2026 guidance compared to analyst forecasts could have sparked worries about the company's future, contributing to the negative movement in HRB.

HRB Price Chart

HRB Technical Analysis

HRB News

H&R Block, Inc. (HRB): A Bull Case Theory

This article summarizes a bullish thesis on H&R Block (HRB) from Compounding Dividends' Substack. The thesis highlights HRB's strong and consistent free cash flow generation, aggressive capital allocation including significant share repurchases, and the benefits of increasing tax code complexity. Additionally, the acquisition of Wave is noted for diversifying revenue and reducing reliance on the seasonal tax cycle.

https://www.insidermonkey.com/blog/hr-block-inc-hrb-a-bull-case-theory-2-1667652/

0 News Article Image H&R Block, Inc. (HRB): A Bull Case Theory

Did New Brand and Finance Directors Just Shift H&R Block's (HRB) Investment Narrative?

H&R Block recently appointed three new directors with expertise in consumer brands, large-scale growth, and finance, signaling a strategic focus on innovation in client experience and omnichannel service. This move could influence the company's digital product execution, capital allocation, and new service channels. Despite a recent stock pullback and market caution regarding growth expectations and debt, these board changes reinforce the company's commitment to modernizing its business.

https://simplywall.st/stocks/us/consumer-services/nyse-hrb/hr-block/news/did-new-brand-and-finance-directors-just-shift-hr-blocks-hrb

1 News Article Image Did New Brand and Finance Directors Just Shift H&R Block's (HRB) Investment Narrative?

Retirement Systems of Alabama Lowers Position in H&R Block, Inc. $HRB

Retirement Systems of Alabama significantly reduced its stake in H&R Block (NYSE:HRB) by 57.5% in the third quarter, selling 219,152 shares. This adjustment leaves the firm with 161,868 shares valued at approximately $8.19 million. Additionally, CEO Jeffrey J. Jones II also sold a substantial portion of his holdings, reducing his stake by 16.3%.

https://www.marketbeat.com/instant-alerts/filing-retirement-systems-of-alabama-lowers-position-in-hr-block-inc-hrb-2026-01-30/

2 News Article Image Retirement Systems of Alabama Lowers Position in H&R Block, Inc. $HRB

Ruffer LLP Sells 33,647 Shares of H&R Block, Inc. $HRB

Ruffer LLP has reduced its stake in H&R Block (NYSE:HRB) by 26.8%, selling 33,647 shares in Q3 and now owning 91,950 shares valued at approximately $4.65 million. In a separate transaction, CEO Jeffrey J. Jones II sold 176,449 shares for about $8.20 million, decreasing his holding by 16.3%. H&R Block currently trades near $39, has a P/E of 8.77, and offers a 4.3% dividend yield, with analysts forecasting approximately $5.25 EPS for the current fiscal year.

https://www.marketbeat.com/instant-alerts/filing-ruffer-llp-sells-33647-shares-of-hr-block-inc-hrb-2026-01-29/

3 News Article Image Ruffer LLP Sells 33,647 Shares of H&R Block, Inc. $HRB

Y Intercept Hong Kong Ltd Reduces Stock Holdings in H&R Block, Inc. $HRB

Y Intercept Hong Kong Ltd significantly reduced its stake in H&R Block (NYSE:HRB) by 49.4% in the third quarter of 2026, selling 44,733 shares and retaining 45,902 shares valued at $2.321 million. This reduction in institutional holdings comes as CEO Jeffrey J. Jones II also sold a substantial block of his shares, though other institutional investors increased their positions. H&R Block reported beating quarterly EPS estimates and issued FY2026 guidance lower than analyst expectations, while maintaining a quarterly dividend with a 4.3% yield.

https://www.marketbeat.com/instant-alerts/filing-y-intercept-hong-kong-ltd-reduces-stock-holdings-in-hr-block-inc-hrb-2026-01-29/

4 News Article Image Y Intercept Hong Kong Ltd Reduces Stock Holdings in H&R Block, Inc. $HRB

H&R Block Inc. Price History

08.10.2024 - HRB Stock was down 5.4%

  • HRB reported a Q1 loss, despite topping revenue estimates, which may have contributed to the bearish market movement.
  • The announcement of a quarterly cash dividend could not offset the negative impact of the reported loss on investor sentiment.
  • Despite expectations of growth in paid clients and positive trends in small business tax services, the actual Q1 results may have fallen short of market expectations, leading to the bearish movement in HRB's stock.

08.10.2024 - HRB Stock was down 5.9%

  • Despite surpassing revenue estimates, HRB reported a Q1 loss, hinting at potential operational challenges impacting profitability.
  • The announcement of a quarterly cash dividend might have initially boosted investor sentiment, but the overall financial performance overshadowed this positive development.
  • Year-over-year decline in earnings could have sparked worries regarding the company's future growth trajectory, resulting in a bearish market response.
  • The market's reaction indicates investors are keen on monitoring HRB's capacity to enhance profitability and maintain revenue growth moving forward.

08.04.2025 - HRB Stock was down 5.3%

  • Despite surpassing earnings and revenue estimates in Q3 and announcing a quarterly cash dividend, H&R Block's stock experienced a strong bearish movement.
  • The market may have reacted negatively due to concerns about future growth prospects or guidance provided by the company.
  • Investors might be focusing on other key performance measures beyond just earnings and revenue, leading to a shift in sentiment towards the stock.
  • The bearish movement could also be influenced by broader market conditions or sector-specific challenges impacting H&R Block's stock price.

08.04.2025 - HRB Stock was down 0.6%

  • Despite exceeding expectations for Q3 earnings and revenue, HRB faced a bearish market trend, potentially triggered by profit-taking activities following the positive results.
  • The introduction of a quarterly cash dividend may have initially boosted investor confidence, but the subsequent bearish movement indicates that the dividend might not have been as appealing as anticipated.
  • Analysis on key performance metrics for HRB could have highlighted concerns about future growth prospects, potentially influencing the stock's bearish trajectory.
  • The varied responses to favorable earnings, dividend declaration, and analyst evaluations likely played a role in HRB's stock downturn today.

14.07.2025 - HRB Stock was up 5.2%

  • Despite falling short of Q4 earnings expectations, HRB's stock displayed a bullish trend due to its improved performance compared to the previous year.
  • The market initially felt uncertain about the announcement of a leadership transition as the current CEO prepares to retire. However, investors are showing optimism towards the company's future trajectory.
  • Revenue growth from tax preparation operations offsetting weaker financial services results seemed to reassure investors about HRB's adaptability and resilience in a changing market environment.
  • The positive movement in HRB's stock today is likely driven by investors' focus on the company's favorable long-term prospects rather than the recent earnings miss.

05.01.2025 - HRB Stock was up 5.5%

  • Despite reporting a wider loss and a decrease in revenues in the second quarter, HRB's stock saw a strong bullish movement.
  • The market may have reacted positively due to expectations of a potential turnaround in the future, as indicated by the anticipation of increased revenues in the upcoming quarters.
  • Investors might be focusing on the long-term growth prospects of HRB, looking beyond the current financial performance.
  • The bullish movement could also be attributed to market sentiment or external factors influencing the stock price.

02.05.2025 - HRB Stock was up 2.3%

  • AI Tax Assist introduction by H&R Block has improved the client experience, leading to revenue growth and increased sign-ups, positively affecting the stock price.
  • Despite positive developments, concerns about liquidity strains have surfaced, potentially impacting the stock's future performance.
  • The recent surge in HRB's share price is linked to the overall bullish market movement today, fueled by investor optimism about the company's growth potential and the advantages of its new offerings.

16.03.2025 - HRB Stock was up 5.2%

  • The partnership with OpenAI to leverage advanced AI capabilities could have boosted investor confidence in HRB's ability to enhance its services and streamline operations.
  • The integration of AI to provide real-time assistance for tax professionals may lead to increased efficiency and accuracy in tax preparation, potentially attracting more clients to H&R Block.
  • The positive news surrounding the collaboration with OpenAI might have sparked optimism among investors, driving the bullish movement in HRB's stock price today.

12.07.2025 - HRB Stock was down 4.5%

  • The announcement of the CEO's retirement may have caused uncertainty among investors, leading to a sell-off of HRB shares.
  • The welcoming of new senior leadership could also be perceived as a potential restructuring that might take time to show positive results, impacting investor confidence.
  • The upcoming Q4 earnings report expectations might have created anticipation and volatility in the stock price as investors adjust their positions based on Wall Street estimates.

07.02.2025 - HRB Stock was up 5.1%

  • Despite a recent 4% dip after the last earnings report, HRB showed a strong bullish movement today.
  • Investors might have reacted positively to potential clues in the earnings estimates, leading to increased confidence in the stock.
  • The market may be anticipating better-than-expected performance from H&R Block, driving the bullish movement in HRB today.

07.03.2025 - HRB Stock was up 3.4%

  • The appointment of Richard A. Johnson as the new Chairman of the Board is seen as an indication of a potential shift in strategy, which has positively impacted investor confidence.
  • A contest targeting gig workers to use H&R Block for tax preparation services may result in increased customer traffic and revenue growth.
  • The recent bullish movement in HRB stock is believed to be supported by strong leadership and new customer acquisition strategies, suggesting optimism about the company's future and market expansion.

03.01.2026 - HRB Stock was down 5.1%

  • The bearish trend in HRB could be connected to the substantial decrease in ownership stakes by institutional investors and CEO Jeffrey J. Jones II. This selling activity potentially influenced a pessimistic mood among other investors.
  • The addition of new board members specializing in consumer brands and finance, hinting at a move towards innovation, might have been overshadowed by the significant sell-offs, leading to uncertainty among investors.
  • Despite the positive view emphasizing HRB's strong cash flow and strategic acquisitions, market attention may have shifted towards concerns about growth expectations, debt levels, and recent stock performance.
  • The contradictory situation of surpassing quarterly EPS projections but offering lower FY2026 guidance compared to analyst forecasts could have sparked worries about the company's future, contributing to the negative movement in HRB.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.