Mutual of America Capital Management LLC Sells 5156 Shares of H&R Block,

August 11, 2023

🌧️Trending News

Mutual of America Capital Management LLC recently disposed of 5156 shares of H&R ($NYSE:HRB) Block, Inc. in a transaction reported to Defense World. H&R Block is a financial services company that provides tax preparation services, tax software, and other related services in the United States and Canada. The company’s stock is publicly traded on the New York Stock Exchange (NYSE) under the ticker symbol ‘HRB’. The company also offers online filing options and a mobile app for those who prefer to do their own taxes. Investors may want to do their own research to understand what this sale might mean for H&R Block’s stock price in the short-term and long-term.

Market Price

This is the first time that Mutual of America Capital Management LLC has sold shares of the company, and the impact of these 5156 shares on H&R Block’s stock price remains to be seen. Live Quote…

About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for H&r Block. More…

    Total Revenues Net Income Net Margin
    3.49k 474.13 13.8%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for H&r Block. More…

    Operations Investing Financing
    933.79 -106.72 -1.06k
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for H&r Block. More…

    Total Assets Total Liabilities Book Value Per Share
    3.16k 3.19k -1.7
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for H&r Block are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    3.3% 6.8% 20.2%
    FCF Margin ROE ROA
    24.9% -129.7% 14.0%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Analysis

    GoodWhale has performed an analysis of H&R BLOCK‘s financials to determine its classification in the “star chart” system. The results have classified H&R BLOCK as a ‘cow’, a type of company that pays out consistent and sustainable dividends. This type of company would be of interest to investors looking for stable dividend income. H&R BLOCK is strong in dividend and profitability, but weak in asset and growth. Along with their strong dividend, they have a high health score of 8/10, which indicates that they are capable of paying off debt and funding future operations. This makes them an attractive choice for investors looking for both dividend income and a stable company. More…

  • Risk Rating Analysis
  • Star Chart Analysis
  • Valuation Analysis




  • Peers

    The company offers a variety of services, including online and in-person tax preparation, bookkeeping, and financial planning. H&R Block has a network of over 10,000 locations across the United States and Canada. The company’s competitors include Park Lawn Corp, StoneMor Inc, and XpresSpa Group Inc.

    – Park Lawn Corp ($TSX:PLC)

    Park Lawn Corporation is a provider of death care products and services in Canada and the United States. The company operates through three segments: Funeral, Cremation and Cemetery. It offers funeral and cemetery products and services, including caskets, urns, burial vaults, memorials, monuments, keepsakes, after-care, and pre-planning. The company also provides cremation products and services, such as cremation caskets and urns, as well as cremation jewellery. Park Lawn Corporation was founded in 1911 and is headquartered in Mississauga, Canada.

    – StoneMor Inc ($NYSE:STON)

    StoneMor Inc is a publicly traded death care company in the United States. It is headquartered in Trevose, Pennsylvania. The company was founded in 1996. StoneMor operates 301 cemeteries and 107 funeral homes in 27 states and Puerto Rico.

    – XpresSpa Group Inc ($NASDAQ:XSPA)

    As of 2022, XpresSpa Group Inc has a market cap of 65.62M. The company has a Return on Equity of -0.19%. XpresSpa Group Inc is a company that provides express spa services. The company offers a variety of services such as massages, facials, and manicures/pedicures.

    Summary

    Analysts have projected that the company’s earnings will remain relatively flat for the remainder of the year, with no significant changes expected in the near future. Further, the company’s debt-to-equity ratio and price-to-earnings ratio are both relatively high compared to its peers, indicating that investors may not be as optimistic about the stock as they were in the past. Despite this, H&R Block has recently seen some positive news pertaining to its tax preparation business, and analysts expect this to help the company’s bottom line moving forward. Overall, H&R Block appears to be an interesting investment opportunity, but investors should conduct further research before making any decisions.

    Recent Posts

    Leave a Comment