H&R Block provides tax preparation services and financial solutions for individuals and small businesses. Its core offerings include in-person tax filing, online tax software, and various financial products such as refund advances and bookkeeping services. The company operates primarily in the consumer cyclical sector, generating revenue mainly from tax preparation fees and related financial services.
The investment profile of H&R Block is more aligned with value investors, given its established market presence and focus on steady revenue generation. The stock may appeal to those seeking stability rather than aggressive growth, reflecting a balanced approach to investment.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-09-22 | Hold | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-09-15 | Sell | Hold | Weak revenue growth offsets dividend appeal. |
| 2026-09-06 | Hold | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-09-02 | Buy | Hold | Strong past performance, but recent revenue decline raises concerns. |
| 2026-08-25 | Sell | Buy | Strong momentum and attractive dividend yield support growth. |
| 2026-08-18 | Hold | Sell | Weak fundamentals and high volatility raise concerns. |
| 2026-08-12 | — | Hold | Strong momentum, but revenue decline raises concerns. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-08-12 | Barrington | Target Raised | 50 → 60 | 53.55 |
| 2026-08-12 | Goldman Sachs | Target Raised | 29 → 33 | 46.7 |
| 2026-02-06 | Goldman Sachs | Target Lowered | 48 → 32 | 33.69 |
| 2026-02-04 | Barrington | Target Lowered | 62 → 50 | 37.0001 |
