H&R Block stock rating reiterated as Sell by Goldman Sachs after mixed results

Published 13/08/2025, 11:04
H&R Block stock rating reiterated as Sell by Goldman Sachs after mixed results

Investing.com - Goldman Sachs has reiterated its Sell rating and $48.00 price target on H&R Block (NYSE:HRB) following the company’s mixed fiscal fourth-quarter results.

H&R Block reported revenue that exceeded both Goldman Sachs estimates and consensus expectations, but underperformed on margins and earnings per share. The company also introduced EPS guidance for fiscal 2026 that fell short of market expectations.

For fiscal 2025, H&R Block achieved revenue growth in both its assisted and DIY tax preparation segments, driven by pricing and complexity mix, though volumes declined in both categories. EBITDA came in below the midpoint of company guidance due to elevated operating expenses, while EPS missed expectations because of delayed tax benefits.

Looking ahead to the 2026 tax season, H&R Block is projecting approximately 1% industry volume growth with a 20 basis point mix shift from DIY to assisted services, similar to the 2025 tax season. Management also guided for ongoing volume market share losses in its core assisted category in fiscal 2026, though at roughly half the rate seen in fiscal 2025.

Goldman Sachs expressed concern about H&R Block’s continued volume market share losses, viewing them as unsustainable over the long term. The firm also cited concerns about secular reversion in mix shift from assisted to DIY filings, competitive threats from TurboTax, and potential disintermediation risks from artificial intelligence.

In other recent news, H&R Block announced its fourth-quarter 2025 earnings, revealing a shortfall in earnings per share (EPS) compared to analyst expectations. The company reported an EPS of $2.27, falling short of the anticipated $2.98, marking a 23.83% negative surprise. Despite this, H&R Block’s revenue slightly surpassed projections, coming in at $1.11 billion. This revenue figure suggests a mixed financial performance for the quarter. The earnings miss has been a point of concern for investors. These developments have occurred amidst broader market reactions. Analyst commentary has yet to provide further upgrades or downgrades following these results. The company’s recent performance remains a focal point for investors and analysts alike.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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