H&R Block reported its fiscal fourth quarter earnings that surpassed analyst expectations. The tax preparation company also announced a raise in its dividend, and expressed its plans to acquire Canadian firm Wave Financial.
The company’s first-quarter earnings came in at $4.32 a share, compared to analysts’ estimates of $4.13 a share (based on FactSet poll). Revenue of $2.33 billion was higher than the year-ago quarter’s $2.39 billion.
H&R Block is hiking its quarterly dividend by 4% to 26 cents a share, or $1.04 annually.
The company also revealed that it will acquire Toronto-based Wave Financial, subject to regulatory approval. H&R apparently expects the acquisition to bolster the company’s small business market, thanks to Wave's accounting, invoicing, payroll, and payments software solutions specialized to cater to small businesses. The acquisition will be an all-cash $405 million deal.
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
The Moving Average Convergence Divergence (MACD) for HRB turned positive on October 06, 2026. Looking at past instances where HRB's MACD turned positive, the stock continued to rise in 34 of 49 cases over the following month. The odds of a continued upward trend are 69%.
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where HRB's RSI Indicator exited the oversold zone, 18 of 27 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 32 of 56 cases where HRB's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 57%.
Following a +2.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where HRB advanced for three days, in 209 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 64%.
HRB may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Momentum Indicator moved below the 0 level on September 01, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on HRB as a result. In 61 of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 67%.
HRB moved below its 50-day moving average on September 09, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for HRB crossed bearishly below the 50-day moving average on September 17, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 6 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 50%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HRB declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 63%.
The Aroon Indicator for HRB entered a downward trend on October 06, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Tickeron SMR rating for this company is 6 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 54 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: HRB's P/B Ratio (42.373) is very high in comparison to the industry average of (7.520). P/E Ratio (7.090) is within average values for comparable stocks, (51.365). Projected Growth (PEG Ratio) (0.512) is also within normal values, averaging (4.440). Dividend Yield (0.043) settles around the average of (0.019) among similar stocks. P/S Ratio (1.473) is also within normal values, averaging (1.645).
The Tickeron Price Growth Rating for this company is 54 (best 1 - 100 worst), indicating steady price growth. HRB’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 63 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 84 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a provider of tax, mortgage and financial services
Industry PersonnelServices