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.
HRB's Aroon Indicator triggered a bullish signal on August 21, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 212 similar instances where the Aroon Indicator showed a similar pattern. In of the 212 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at .
The RSI Indicator entered the oversold zone -- be on the watch for HRB's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where HRB advanced for three days, in of 328 cases, the price rose further within the following month. The odds of a continued upward trend are .
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 of 92 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for HRB turned negative on August 27, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at .
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.
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 of 62 cases within the following month. The odds of a continued downward trend are .
The Tickeron SMR rating for this company is (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 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (47.393) is very high in comparison to the industry average of (8.407). P/E Ratio (7.933) is within average values for comparable stocks, (60.267). Projected Growth (PEG Ratio) (0.573) is also within normal values, averaging (1.342). Dividend Yield (0.038) settles around the average of (0.036) among similar stocks. P/S Ratio (1.474) is also within normal values, averaging (1.643).
The Tickeron Price Growth Rating for this company is (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 (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 (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