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HRB

H&R Block Inc

53.50

Aug 12 • 4:01 AM ET +6.83 (14.63%)

Consumer Cyclical Personal Services USA Mid NYSE

Aug 11, 7:37 PMH&R Block posts strongest growth in five years, beats Q4 estimates and guides to continued EPS acceleration

Peers: SCI FTDR ROL CSV RGS CHE MMS UNF INTU AMN

| Held by: IJH VTI DVY VB VBR VXF SDVY MDY CALF SPMD

Scroll to Statements

Index	-
Market Cap	6.78B
Enterprise Value	7.91B
Income	728.81M
Sales	3.95B
Book/sh	-0.19
Cash/sh	7.71
Dividend Est.	1.79 (3.34%)
Dividend TTM	1.68 (3.14%)
Dividend Ex-Date	Sep 03, 2026
Dividend Gr. 3/5Y	12.89% -
Payout	930.56%
Employees	70100
IPO	Oct 13, 1969

P/E	9.33
Forward P/E	8.07
PEG	0.54
P/S	1.72
P/B	-
P/C	6.93
P/FCF	8.97
EV/EBITDA	7.49
EV/Sales	2.00
Quick Ratio	1.00
Current Ratio	1.13
Debt/Eq	17.89
LT Debt/Eq	15.95
Option/Short	Yes / Yes

EPS (ttm)	5.73
EPS next Y	6.63
EPS next Q	-1.36
EPS this Y	9.11%
EPS next Y	14.37%
EPS next 5Y	14.92%
EPS past 3/5Y	-63.13% -43.60%
Sales past 3/5Y	4.35% 2.94%
EPS Y/Y TTM	36.69%
Sales Y/Y TTM	4.90%
EPS Q/Q	4.98%
Sales Q/Q	3.05%
Earnings	Aug 11 AMC
EPS/Sales Surpr.	7.69% 2.40%

Insider Own	1.39%
Insider Trans	0.00%
Inst Own	98.72%
Inst Trans	6.61%
ROA	22.44%
ROE	708.90%
ROIC	36.60%
Gross Margin	57.47%
Oper. Margin	23.65%
Profit Margin	18.47%
SMA20	20.97%
SMA50	32.53%
SMA200	39.16%
Trades

Shs Outstand	126.76M
Shs Float	125.00M
Short Float	13.85%
Short Ratio	7.66
Short Interest	17.32M
52W High	54.42 -1.70%
52W Low	28.16 89.99%
Volatility	3.35% 3.89%
ATR (14)	2.10
RSI (14)	79.77
Beta	0.36
Rel Volume	0.00
Avg Volume	2.26M
Volume	429

Perf Week	16.61%
Perf Month	30.68%
Perf Quarter	45.90%
Perf Half Y	63.96%
Perf YTD	22.76%
Perf Year	3.88%
Perf 3Y	51.95%
Perf 5Y	107.77%
Perf 10Y	117.83%
Recom	3.00
Target Price	43.33
Prev Close	46.67
Price	53.50
Change %	14.63%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-28-26	Initiated	Stephens	Equal-Weight	$47
May-02-25	Downgrade	Northcoast	Buy → Neutral
Mar-10-21	Reiterated	Barrington Research	Outperform	$21 → $24
Jul-15-20	Upgrade	Northcoast	Neutral → Buy	$20
Mar-13-20	Upgrade	BTIG Research	Sell → Neutral
Mar-06-20	Reiterated	Barrington Research	Outperform	$30 → $25
Feb-27-20	Upgrade	Standpoint Research	Hold → Buy
Nov-22-19	Initiated	Jefferies	Hold
Jul-09-19	Downgrade	Northcoast	Buy → Neutral
Jun-27-19	Resumed	Morgan Stanley	Equal-Weight	$29
Jan-31-19	Downgrade	Goldman	Neutral → Sell
Jun-14-18	Reiterated	Barrington Research	Outperform	$32 → $27
Mar-27-18	Initiated	Goldman	Neutral	$28
Mar-05-18	Upgrade	Northcoast	Neutral → Buy
Nov-16-16	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Aug-26-16	Initiated	Macquarie	Outperform	$28
Mar-22-16	Initiated	Sterne Agee CRT	Neutral
Mar-04-16	Downgrade	Wedbush	Outperform → Neutral	$46 → $32
Mar-04-16	Downgrade	BMO Capital Markets	Outperform → Market Perform	$40 → $32
Sep-04-15	Reiterated	Barrington Research	Outperform	$37 → $40

Show Previous Ratings

Today 01:02AM	H&R Block Inc (HRB) (Q4 2026) Earnings Call Highlights: Record Performance and Strategic ... (GuruFocus.com) +14.63%
Aug-11-26 08:24PM	Get Paid 16% To Wait For INTU Stock To Go On Sale (Trefis)
04:59PM	H&R Block Revenue Increases as It Raises Quarterly Dividend (The Wall Street Journal)
04:39PM	H&R Block: Fiscal Q4 Earnings Snapshot (Associated Press)
04:05PM	H&R Block Reports Fiscal 2026 Results and Enters Fiscal 2027 with Confidence (GlobeNewswire)
04:15PM	Loading…
Jul-28-26 04:15PM	H&R Block to Release Fiscal 2026 Results on August 11, 2026 (GlobeNewswire) +6.17%
09:34AM	Intuit downgrade, Intuitive Surgical upgraded: Wall Street's top analyst calls (The Fly)
Jul-27-26 08:33PM	INTU Down 60%: Is Intuit's Proven Price Floor About To Break? (Trefis)
Jul-24-26 12:37PM	The Hidden Volatility Brewing Inside Intuit Stock (Trefis)
Jul-23-26 11:28AM	History Has An Opinion On This INTU Price Level (Trefis)
Jul-22-26 03:39PM	The Cash Machine The Market Put On Sale: INTU (Trefis)
Jul-21-26 10:34AM	History Has An Opinion On This INTU Price Level (Trefis)
Jul-16-26 09:06AM	INTU: Priced Like A Decline, Paying Like A Machine (Trefis)
Jul-10-26 01:15PM	INTU Stock: Where Compounding Could Take The Price (Trefis)
Jul-08-26 09:16AM	The Done-For-You Silence That Reshapes The Intuit Stock Growth Story (Trefis)
09:07PM	Loading…
Jun-15-26 09:07PM	Intuit Stock's Real Growth Story Isn't The One You're Watching (Trefis)
May-28-26 06:00AM	How Co-founders were sold a scam and turned it into a $25M brand (Yahoo Finance Video)
06:00AM	How Co-founders turned a possible mistake into a $25M brand (Yahoo Finance Video)
May-06-26 08:25PM	H&R Block, Inc. Q3 2026 Earnings Call Summary (Moby) +23.77%
04:35PM	H&R Block: Fiscal Q3 Earnings Snapshot (Associated Press)
04:05PM	H&R Block Reports Fiscal 2026 Third Quarter Results (GlobeNewswire)
May-04-26 04:30PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
Apr-22-26 04:30PM	H&R Block to Release Fiscal 2026 Third Quarter Results on May 6, 2026 (GlobeNewswire)
Apr-16-26 08:00AM	Avoid these common small business tax mistakes (Yahoo Finance Video)
06:00AM	AI in music: the new playbook for artists (Yahoo Finance Video)
Apr-09-26 08:30AM	Self-employment taxes: what every freelancer should know (Yahoo Finance Video)
06:00AM	AG1 CEO Kat Cole on turning customer feedback into growth (Yahoo Finance Video)
Apr-07-26 03:33PM	H&R Block wants to be more than a tax company. It wants to be your year-round financial advisor (Fortune)
05:44AM	CEOs are lining up behind the $1,000 Trump Accounts for babies (Fortune)
Apr-06-26 05:09PM	H&R Block Yields 5%. Why Its Stock May Survive AI and IRS Threats. (Barrons.com)
02:44PM	Loading…
02:44PM	H&R Block CEO shares the deeply human fear that separates middle managers from those destined for the C-suite (Fortune)
Apr-03-26 07:30AM	Tax credits vs. deductions: What you need to know before filing (Yahoo Finance Video)
Apr-02-26 03:00PM	POV Beauty Co-founders on turning TikTok followers into customers (Yahoo Finance Video)
03:00PM	Avoid IRS penalties with these small business estimated tax tips (Yahoo Finance Video)
Mar-26-26 05:54PM	These healthcare costs could be tax-deductible, expert explains (Yahoo Finance Video)
Mar-24-26 11:02AM	H&R Block CEO Curtis Campbell on Biggest Questions Members Have This Tax Season (NYSE)
Mar-20-26 10:00AM	New tax break for car loan interest explained (Yahoo Finance Video)
Mar-19-26 05:30PM	2026 tax season: Can I write off child or elder care expenses? (Yahoo Finance Video)
04:12PM	These charts suggest the bears aren't done with the stock market yet (MarketWatch)
03:00PM	Dont sell too early: A lesson from Olo's founder (Yahoo Finance Video)
08:30AM	H&R Block Helps Hourly Workers Navigate New Tax Relief on Tips and Overtime Pay (GlobeNewswire)
Mar-17-26 08:30AM	H&R Block's AI-Powered Tax Platform Earns Industry Recognition as Best Overall Tax Service and Takes Top Spot for AI Integration (GlobeNewswire)
Mar-12-26 06:40PM	The S&P 500 just broke a major support. Another 10% decline is likely. (MarketWatch)
03:00PM	Payroll taxes explained for small business owners (Yahoo Finance Video)
03:00PM	The secret behind Poppis breakout success (Yahoo Finance Video)
Mar-05-26 11:41PM	3 Cash-Producing Stocks We Approach with Caution (StockStory)
11:04PM	3 Reasons to Avoid HRB and 1 Stock to Buy Instead (StockStory)
11:30AM	H&R Block (HRB) Down 10.7% Since Last Earnings Report: Can It Rebound? (Zacks)
Feb-26-26 04:02PM	Intuit expects profit below estimates on higher marketing spend during US tax season (Reuters)
03:00PM	This seasons tax strategy: invest in small business (Yahoo Finance Video)
Feb-24-26 10:41AM	H&R Block CEO Curtis Campbell on Biggest Questions Members Have This Tax Season (NYSE)
09:35AM	After Plunging 28.7% in 4 Weeks, Here's Why the Trend Might Reverse for H&R Block (HRB) (Zacks)
Feb-17-26 05:28AM	Goldman Sachs Lowers its Price Target on H&R Block, Inc. (HRB) to $32 and Maintains a Sell Rating (Insider Monkey)
Feb-13-26 10:53PM	H&R Block (HRB) Climbs 9.56% on Bargain-Hunting Ahead of Dividends (Insider Monkey) +9.56%
Feb-11-26 08:30AM	H&R Block Rolls Out the Green Carpet for Creators with Game-Changing Platform for $250B Economy (GlobeNewswire) -8.58%
Feb-10-26 12:33AM	5 Must-Read Analyst Questions From H&R Block's Q4 Earnings Call (StockStory)
Feb-09-26 04:01PM	H&R Block Combines AI Power with Digital Enhancements and Unmatched Tax Pro Expertise to Win Tax Season 2026 (GlobeNewswire)
Feb-06-26 09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
09:10AM	How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks (Zacks)
Feb-05-26 11:32PM	1 Small-Cap Stock Worth Your Attention and 2 Facing Challenges (StockStory)
12:04PM	H&R Block Stock Declines 7.1% Since Reporting Fiscal Q2 Loss (Zacks)
Feb-04-26 04:15PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire) -7.10%
12:33AM	HRB Q4 Deep Dive: Assisted Tax Prep and AI Investments Shape Future Strategy (StockStory)
12:03AM	H&R Block Inc (HRB) Q2 2026 Earnings Call Highlights: Revenue Growth and Strategic AI ... (GuruFocus.com)
Feb-03-26 11:06PM	H&R Block Q2 Earnings Call Highlights (MarketBeat)
07:00PM	Compared to Estimates, H&R Block (HRB) Q2 Earnings: A Look at Key Metrics (Zacks)
06:01PM	H&R Block (HRB) Q2 2026 Earnings Call Transcript (Motley Fool)
05:20PM	H&R Block (HRB) Reports Q2 Loss, Beats Revenue Estimates (Zacks)
04:32PM	H&R Block: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:22PM	H&R Block's (NYSE:HRB) Q4 CY2025 Sales Beat Estimates (StockStory)
04:05PM	H&R Block Reports Fiscal 2026 Second Quarter Results (GlobeNewswire)
Feb-02-26 08:22PM	H&R Block, Inc. (HRB): A Bull Case Theory (Insider Monkey)
Feb-01-26 10:02PM	What To Expect From H&R Block's (HRB) Q4 Earnings (StockStory)
Jan-29-26 03:48PM	Celebs, companies tout 'Trump Accounts'. Who pledged cash matches? (USA TODAY)
Jan-28-26 08:40AM	Monro Muffler Brake (MNRO) Q3 Earnings Beat Estimates (Zacks)
Jan-26-26 02:43PM	Where's my refund? How to file taxes for free in Illinois starting today (Journal Star)
12:41PM	Its tax-filing time heres what to know about deductions, 'no tax on tips,' and more (Yahoo Finance)
12:41PM	Its tax-filing time bigger refunds, new deductions, and more (Yahoo Finance)
10:30AM	'Where's my refund?' Here's who can file taxes for free starting today (IndyStar \| The Indianapolis Star)
05:30AM	The New Tax Rules That Can Get You a Bigger Refund This Year (The Wall Street Journal)
Jan-22-26 04:51PM	H&R Block Enhances Board Expertise with New Appointments (GlobeNewswire)
11:37AM	Reasons Why Investors Should Hold H&R Block Stock for Now (Zacks)
Jan-20-26 04:15PM	H&R Block to Release Fiscal 2026 Second Quarter Results on February 3, 2026 (GlobeNewswire)
Jan-18-26 11:36PM	2 Oversold Stocks Primed to Rebound and 1 Facing Challenges (StockStory)
Jan-09-26 07:00AM	H&R Block Tax Pro Review Free for New Clients with Purchase of DIY Products (GlobeNewswire)
Jan-05-26 04:35PM	Why H&R Block (HRB) Stock Is Trading Up Today (StockStory)
Dec-28-25 11:02PM	3 Reasons HRB is Risky and 1 Stock to Buy Instead (StockStory)
Dec-27-25 08:01AM	Put your money to work so you don't get left behind (Yahoo Finance Video)
Dec-19-25 06:14AM	The Weekly Closeout: Levis adds Target vet to board, plus more Black Friday standouts (Retail Dive)
Dec-17-25 11:45AM	Reasons Why Investors Should Retain H&R Block Stock for Now (Zacks)
Dec-16-25 10:34PM	Q3 Earnings Outperformers: H&R Block (NYSE:HRB) And The Rest Of The Specialized Consumer Services Stocks (StockStory)
05:00PM	Levi Strauss & Co. Appoints Jeffrey J. Jones II to Board of Directors (Business Wire)
Dec-01-25 09:35AM	H&R Block (HRB) Loses 15.3% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Nov-26-25 08:41AM	Goldman Sachs Spotlights Dividend Stocks Using AI 5 Strong Buys Now (24/7 Wall St.)
Nov-19-25 12:51PM	These Companies Will Benefit From AI the Mostor Die Trying (Barrons.com)
Nov-13-25 09:35AM	Down 10.2% in 4 Weeks, Here's Why You Should You Buy the Dip in H&R Block (HRB) (Zacks)
12:34AM	H&R Block's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Nov-10-25 01:48PM	H&R Block Stock Declines 3.5% Since Reporting Fiscal Q1 Loss (Zacks)
Nov-07-25 09:27AM	HRB Q1 Deep Dive: Assisted Tax and Small Business Segments Drive Stable Outlook (StockStory)
12:01AM	H&R Block Inc (HRB) Q1 2026 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com)

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.

CEOMr. Curtis A. Campbell

Chief Financial OfficerMs. Tiffany L. Mason CPA

Chief Strategy & Operations OfficerMr. Scott R. Manuel

Chief Legal & Administrative OfficerMs. Dara S. Redler J.D.

Strategic AdvisorMr. Jeffrey J. Jones II

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Jones Jeffrey J II	President & CEO	Nov 19 '25	Option Exercise	29.73	128,818	3,829,759	1,035,131	Nov 20 04:33 PM
Jones Jeffrey J II	President & CEO	Nov 19 '25	Sale	44.54	128,818	5,738,121	861,313	Nov 20 04:33 PM
Jones Jeffrey J II	Officer	Nov 19 '25	Proposed Sale	44.54	128,818	5,738,123		Nov 19 04:07 PM
Jones Jeffrey J II	President & CEO	Nov 12 '25	Option Exercise	29.73	145,087	4,313,437	1,082,762	Nov 14 04:31 PM
Jones Jeffrey J II	President & CEO	Nov 12 '25	Sale	46.46	176,449	8,198,173	906,313	Nov 14 04:31 PM
Jones Jeffrey J II	Officer	Nov 12 '25	Proposed Sale	46.46	176,449	8,198,180		Nov 12 04:30 PM

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HRB

H&R Block Inc

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