HRB Stock: H&R Block Inc Look Like Into Insider Activity


H&R Block, Inc. (NYSE:HRB) has seen its stock price gain 0.14, or +0.53%, so far in 2017. In the past 3-month period alone, shares of HRB have appreciated +0.61 – or +2.37%. The stock’s 52-week range is $19.85 to $31.80, and its 3-month range is $23.59 to $29.16.

The average Wall Street analyst rating for H&R Block, Inc. is Hold, according to the average of 4 analyst scores. Of those analysts, 1 rate stock as a Strong Buy, 3 rate it as Hold, and just no analyst rates it as a Moderate Sell.

Insider Trading Activity for H&R Block, Inc.

Insider trading activity is a great indicator of how a stock is performing, so let’s take a look at H&R Block, Inc. (NYSE:HRB). H&R Block, Inc. has had 2 insider trades in the last 3 months, including 1 open market buys and 1 sells. Of those insider trades, 5,100 shares of H&R Block, Inc. were purchased and 2,553 shares were sold. The total number of shares traded in the last 90-day period is 7,653.

Insider trading over the last 12 months, however, paints a different picture. In the last year there have been a total of 45 insider trades, including 23 open market buys and 22 sells. Of those transactions, there were 351,150 shares of HRB bought and 1.55 million shares sold. The total number of shares traded in the last 12 months is 1.9 million.

The most recent open market insider trade was Sell of 2,931 shares on a day where the closing price was 30.35. The insider, COLLINS KATHRYN M, now holds 17,372 shares of HRB.

The most recent non open market insider trade was completed by GERKE THOMAS A on 12/08/2017, and was a disposition of 2,553 shares with a final price of $27.22. The insider now holds 126,111 shares of H&R Block, Inc. (HRB).

Examining Institutional Ownership at H&R Block, Inc. (NYSE:HRB)

According to H&R Block, Inc.’s latest 13F filing with the US Securities and Exchange Commission (SEC), institutional ownership is at 95.51%. The total amount of shares outstanding is 207.74 million, giving the company a market capitalization of about 5.48 billion.

There are 484 institutional holders with active positions, accounting for 199.67 million shares in total. Of those holders, 194 had increased positions amounting to 26.46 million shares, 214 had decreased positions amounting to 16.25 million shares, and 76 holders have a held position accounting for 156.96 million shares.

The top 5 institutional holders, in ascending order, are as follows: BLACKROCK INC. with 29.36 million shares, VANGUARD GROUP INC with 25.39 million shares, CAISSE DE DEPOT ET PLACEMENT DU QUEBEC with 12.93 million shares, STATE STREET CORP with 10.56 million shares, and BANK OF NEW YORK MELLON CORP with 6.35 million shares.

According to H&R Block, Inc. (HRB) most recent 13F filing, the company has 51 new institutional holders – accounting for 3.84 million shares of its common stock. There were 60 sold out positions, amounting to 4.66 million shares.


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