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HRB

H&R Block Inc

Feb 06 • 04:00PM ET

32.88

-0.83 -2.46 %

Consumer Cyclical • Personal Services • USA • NYSE

Peers: INTU V ADP MA JPM PAYX DFS GPN WU XYZ

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

Scroll to Statements

Index	-	P/E	7.58	EPS (ttm)	4.34	Insider Own	1.40%	Shs Outstand	126.76M	Perf Week	-16.65%
Market Cap	4.17B	Forward P/E	5.90	EPS next Y	5.58	Insider Trans	-14.71%	Shs Float	124.66M	Perf Month	-24.29%
Enterprise Value	6.73B	PEG	0.36	EPS next Q	5.77	Inst Own	95.05%	Short Float	9.23%	Perf Quarter	-34.99%
Income	608.44M	P/S	1.10	EPS this Y	7.30%	Inst Trans	-3.83%	Short Ratio	6.20	Perf Half Y	-40.38%
Sales	3.79B	P/B	-	EPS next Y	11.55%	ROA	21.66%	Short Interest	11.50M	Perf YTD	-24.55%
Book/sh	-6.49	P/C	11.30	EPS next 5Y	16.40%	ROE	673.21%	52W High	64.62 -49.12%	Perf Year	-39.53%
Cash/sh	2.91	P/FCF	7.95	EPS past 3/5Y	10.94% -	ROIC	31.83%	52W Low	33.27 -1.17%	Perf 3Y	-16.68%
Dividend Est.	1.70 (5.16%)	EV/EBITDA	6.78	Sales past 3/5Y	2.79% 7.34%	Gross Margin	44.17%	Volatility	7.17% 4.06%	Perf 5Y	81.06%
Dividend TTM	1.59 (4.84%)	EV/Sales	1.78	EPS Y/Y TTM	18.37%	Oper. Margin	23.08%	ATR (14)	1.59	Perf 10Y	-3.44%
Dividend Ex-Date	Mar 04, 2026	Quick Ratio	1.29	Sales Y/Y TTM	4.70%	Profit Margin	16.05%	RSI (14)	18.51	Recom	3.00
Dividend Gr. 3/5Y	10.32% 6.87%	Current Ratio	1.29	EPS Q/Q	-6.58%	SMA20	-17.24%	Beta	0.39	Target Price	41.00
Payout	32.91%	Debt/Eq	-	Sales Q/Q	11.05%	SMA50	-21.06%	Rel Volume	2.08	Prev Close	33.71
Employees	70100	LT Debt/Eq	-	Earnings	Feb 03 AMC	SMA200	-34.84%	Avg Volume	1.85M	Price	32.88
IPO	Oct 13, 1969	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.77% 6.13%	Trades		Volume	3,863,695	Change	-2.46%

Date	Action	Analyst	Rating Change	Price Target Change
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
Aug-26-15	Reiterated	Oppenheimer	Outperform	$35 → $38

Show Previous Ratings

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	Loading…
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)
10:02PM	Loading…
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)
08:01AM	Loading…
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)
Nov-06-25 08:30PM	H&R Block (HRB) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:00PM	H&R Block (HRB) Reports Q1 Loss, Beats Revenue Estimates (Zacks)
06:57PM	H&R Block: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:55PM	H&R Block's (NYSE:HRB) Q3: Beats On Revenue (StockStory)
04:05PM	H&R Block Reports Fiscal 2026 First Quarter Results and Reaffirms Fiscal 2026 Outlook (GlobeNewswire)
Nov-04-25 10:07PM	Earnings To Watch: H&R Block (HRB) Reports Q3 Results Tomorrow (StockStory)
04:30PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
Oct-29-25 08:40AM	Monro Muffler Brake (MNRO) Beats Q2 Earnings Estimates (Zacks)
08:30AM	Apply for an H&R Block Emerald Advance Loan: Up to $1,500 for End of Year Expenses (GlobeNewswire)
Oct-23-25 04:15PM	H&R Block to Release Fiscal 2026 First Quarter Results on November 6, 2025 (GlobeNewswire)
Oct-16-25 08:00AM	I gave my mom $200K to buy my late grandmas home from her but theres no proof its mine. How do we make it legal? (Moneywise)
12:34AM	3 Unpopular Stocks Walking a Fine Line (StockStory)
Oct-12-25 06:45AM	The widows tax penalty results in higher taxes on less income after your spouse dies why you should plan for it now (Moneywise)
Oct-09-25 09:18AM	1 Small-Cap Stock to Consider Right Now and 2 Facing Headwinds (StockStory)
Sep-29-25 11:35PM	Specialized Consumer Services Stocks Q2 Highlights: H&R Block (NYSE:HRB) (StockStory)
Sep-24-25 12:01AM	3 Reasons to Avoid HRB and 1 Stock to Buy Instead (StockStory)
Sep-19-25 01:56PM	H&R Block, Inc. (HRB): A Bull Case Theory (Insider Monkey)
Sep-16-25 12:35AM	1 Safe-and-Steady Stock Worth Your Attention and 2 Facing Challenges (StockStory)
Sep-11-25 11:30AM	Why Is H&R Block (HRB) Up 0.6% Since Last Earnings Report? (Zacks)
Sep-04-25 09:30AM	Spruce Launches Saving Surge Sweepstakes Encouraging Customers to Build Better Financial Habits and Awarding Nearly $5,000 in Total Prizes (GlobeNewswire)
Sep-02-25 11:07AM	3 High-Yield Stocks Just Supercharged Their Dividends (MarketBeat)
Aug-26-25 06:30AM	H&R Block doubles down on social marketing amid modernization push (Marketing Dive)
Aug-22-25 12:44AM	1 Oversold Stock Ready to Bounce Back and 2 We Brush Off (StockStory)
Aug-19-25 08:07AM	Block Advisors Awards Six Women-Owned Small Businesses with Second Annual 'Fund Her Future' Grant (GlobeNewswire)
01:30AM	5 Must-Read Analyst Questions From H&R Block's Q2 Earnings Call (StockStory)
12:24AM	CPA, enrolled agent, accountant: Who should you hire to do your taxes? (Bankrate)
Aug-13-25 12:15PM	Why H&R Block (HRB) Shares Are Plunging Today (StockStory)
11:41AM	H&R Block's Q4 Earnings Miss Estimates, Improve Year Over Year (Zacks)
07:09AM	Stock Market Today: Stocks register small rise after S&P, Nasdaq set record (TheStreet)
05:13AM	These Stocks Are Moving the Most Today: CoreWeave, Cava, Intapp, Cisco, and More (Barrons.com)
03:10AM	H&R Block Inc (HRB) Q4 2025 Earnings Call Highlights: Record Revenue Year and Strategic ... (GuruFocus.com)
01:30AM	HRB Q2 Deep Dive: Higher Income Client Gains and CEO Transition Shape Outlook (StockStory)
Aug-12-25 06:30PM	Compared to Estimates, H&R Block (HRB) Q4 Earnings: A Look at Key Metrics (Zacks) -5.42%
06:10PM	H&R Block (HRB) Q4 Earnings Miss Estimates (Zacks)
05:16PM	H&R Block: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:45PM	H&R Block Stock Inches Up After Mixed Earnings Report (Barrons.com)
04:20PM	H&R Block (NYSE:HRB) Beats Q2 Sales Expectations, Full-Year Sales Guidance is Optimistic (StockStory)
04:05PM	H&R Block Reports Fiscal 2025 Results and Provides Fiscal 2026 Outlook (GlobeNewswire)
03:28PM	H&R Block Stock Slides Ahead of Earnings After CEO Announces Retirement (Barrons.com)
06:29AM	Stock Market Today: Russell 2000 jumps nearly 3% after July inflation surprise (TheStreet)
Aug-11-25 04:30PM	H&R Block, Inc. Announces Leadership Succession Plan (GlobeNewswire)
Aug-10-25 11:00PM	H&R Block (HRB) Reports Earnings Tomorrow: What To Expect (StockStory)
Aug-08-25 10:01AM	Tax Management Software Market Surges to USD 25.4 Billion by 2033, Propelled by 10.5% CAGR - Verified Market Reports® (PR Newswire)
Aug-07-25 09:25AM	H&R Block Welcomes New Senior Leadership (GlobeNewswire)
09:15AM	Gear Up for H&R Block (HRB) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Aug-06-25 02:54PM	Here's Americans' Favorite Tax-Prep Service. It Isn't the Biggest. (Barrons.com)
Aug-04-25 12:01AM	2 Reasons to Like HRB and 1 to Stay Skeptical (StockStory)
Jul-29-25 04:35PM	H&R Block to Release Fiscal 2025 Results on August 12, 2025 (GlobeNewswire)
Jul-25-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
Jul-24-25 09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jul-17-25 03:30PM	This new tax deduction in Trumps big, beautiful bill lets people cash in on charitable donations up to $2,000. Heres what to know (FastCompany)
Jul-14-25 10:31AM	Here's Why H&R Block Stock Is a Great Pick for Your Portfolio (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market update + Trump puts 30% tariff on Mexico, EU (PR Newswire)
Jul-09-25 09:45AM	H&R Block (HRB) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Jul-08-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
Jul-03-25 01:33AM	The Top 5 Analyst Questions From H&R Block's Q1 Earnings Call (StockStory)
Jul-02-25 12:00PM	H&R Block (HRB) Upgraded to Buy: Here's What You Should Know (Zacks)

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.

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
Jones Jeffrey J II	President & CEO	Apr 16 '25	Sale	63.28	53,810	3,405,097	844,790	Apr 18 04:32 PM
Jones Jeffrey J II	Officer	Apr 16 '25	Proposed Sale	63.28	53,810	3,405,146		Apr 16 04:12 PM

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HRB

H&R Block Inc

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