Rep. Val T. Hoyle Sells H&R Block, Inc. (NYSE:HRB) Shares

13 Oct 2025, 02:02 by Teresa Graham · The Cerbat Gem

Representative Val T. Hoyle (D-Oregon) recently sold shares of H&R Block, Inc. (NYSE:HRB). In a filing disclosed on October 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in H&R Block stock on September 23rd. The trade occurred in the Representative’s “FIDELITY ROLLOVER IRA” account.

Representative Val T. Hoyle also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Marriott International (NASDAQ:MAR) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 9/23/2025.
Sold $1,001 – $15,000 in shares of NIKE (NYSE:NKE) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Cisco Systems (NASDAQ:CSCO) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Pentair (NYSE:PNR) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Heico (NYSE:HEI.A) on 9/23/2025.
Sold $1,001 – $15,000 in shares of Target (NYSE:TGT) on 9/23/2025.
Sold $1,001 – $15,000 in shares of GSK (NYSE:GSK) on 9/23/2025.

H&R Block Trading Up 2.4%

Shares of NYSE HRB opened at $50.81 on Monday. The stock’s 50 day simple moving average is $51.21 and its 200 day simple moving average is $55.05. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 12.86. The company has a market cap of $6.50 billion, a price-to-earnings ratio of 11.37, a price-to-earnings-growth ratio of 0.82 and a beta of 0.31. H&R Block, Inc. has a 12-month low of $47.00 and a 12-month high of $64.62.

H&R Block (NYSE:HRB – Get Free Report) last announced its earnings results on Tuesday, August 12th. The company reported $2.27 earnings per share for the quarter, missing the consensus estimate of $2.81 by ($0.54). The business had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.07 billion. H&R Block had a net margin of 16.11% and a negative return on equity of 191.38%. The firm’s revenue was up 4.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.89 EPS. H&R Block has set its FY 2026 guidance at 4.850-5.000 EPS. Equities research analysts expect that H&R Block, Inc. will post 5.25 EPS for the current year.

H&R Block Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, October 6th. Investors of record on Thursday, September 4th were issued a $0.42 dividend. This is a positive change from H&R Block’s previous quarterly dividend of $0.38. The ex-dividend date of this dividend was Thursday, September 4th. This represents a $1.68 annualized dividend and a dividend yield of 3.3%. H&R Block’s dividend payout ratio (DPR) is 37.58%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on HRB. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of H&R Block in a research note on Wednesday, October 8th. Barrington Research reaffirmed an “outperform” rating and set a $62.00 target price on shares of H&R Block in a research note on Tuesday, September 23rd. Zacks Research downgraded H&R Block from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 13th. Finally, The Goldman Sachs Group lowered their price target on H&R Block from $54.00 to $48.00 and set a “sell” rating on the stock in a research report on Wednesday, August 13th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, H&R Block currently has a consensus rating of “Hold” and a consensus target price of $55.00.

Check Out Our Latest Stock Analysis on HRB

Hedge Funds Weigh In On H&R Block

A number of hedge funds have recently modified their holdings of the stock. Corsicana & Co. acquired a new position in shares of H&R Block in the 3rd quarter worth $53,000. Patriot Financial Group Insurance Agency LLC grew its holdings in shares of H&R Block by 13.3% in the 3rd quarter. Patriot Financial Group Insurance Agency LLC now owns 17,771 shares of the company’s stock worth $899,000 after acquiring an additional 2,090 shares during the last quarter. Wedmont Private Capital grew its holdings in shares of H&R Block by 13.0% in the 3rd quarter. Wedmont Private Capital now owns 10,408 shares of the company’s stock worth $527,000 after acquiring an additional 1,195 shares during the last quarter. Carolina Wealth Advisors LLC acquired a new position in shares of H&R Block in the 3rd quarter worth $57,000. Finally, Oak Thistle LLC acquired a new position in shares of H&R Block in the 3rd quarter worth $1,242,000. 90.14% of the stock is currently owned by institutional investors and hedge funds.

About Representative Hoyle

Val Hoyle (Democratic Party) is a member of the U.S. House, representing Oregon’s 4th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Hoyle (Democratic Party) is running for re-election to the U.S. House to represent Oregon’s 4th Congressional District. She declared candidacy for the 2026 election.

Val Hoyle was born in California and lives in Springfield, Oregon. Hoyle graduated from Merrimack High School. She earned a B.A. in political science from Emmanuel College in 1992. Her career experience includes working as a director at United Way of Lane County, a policy fellow at Wayne Morse Center for Law and Politics, and a commissioner at the Oregon Bureau of Labor and Industries. Hoyle has also worked in domestic and international sales, as well as manufacturing distribution.

About H&R Block

(Get Free Report)

H&R Block, Inc engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.