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HRB

H&R Block Inc

Jul 01 • 04:00PM ET

55.78

Dollar change +0.89
Percentage change 1.62	%

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 IJK CALF SCHA

Scroll to Statements

Index	-	P/E	13.66	EPS (ttm)	4.08	Insider Own	1.27%	Shs Outstand	133.88M	Perf Week	1.57%
Market Cap	7.47B	Forward P/E	10.84	EPS next Y	5.14	Insider Trans	-3.07%	Shs Float	132.18M	Perf Month	-2.05%
Enterprise Value	8.60B	PEG	1.50	EPS next Q	2.83	Inst Own	96.91%	Short Float	8.96%	Perf Quarter	1.58%
Income	559.20M	P/S	2.01	EPS this Y	19.05%	Inst Trans	1.45%	Short Ratio	7.76	Perf Half Y	3.45%
Sales	3.71B	P/B	-	EPS next Y	-2.00%	ROA	17.42%	Short Interest	11.84M	Perf YTD	5.56%
Book/sh	-1.44	P/C	9.46	EPS next 5Y	9.12%	ROE	968.17%	52W High	68.45 -18.51%	Perf Year	4.20%
Cash/sh	5.90	P/FCF	11.52	EPS past 3/5Y	10.19% 15.11%	ROIC	46.50%	52W Low	49.16 13.47%	Perf 3Y	60.20%
Dividend Est.	1.51 (2.72%)	EV/EBITDA	8.92	Sales past 3/5Y	1.88% 3.13%	Gross Margin	44.53%	Volatility	1.64% 1.99%	Perf 5Y	275.37%
Dividend TTM	1.50 (2.69%)	EV/Sales	2.32	EPS Y/Y TTM	-8.07%	Oper. Margin	22.79%	ATR (14)	1.14	Perf 10Y	78.21%
Dividend Ex-Date	Jun 04, 2025	Quick Ratio	0.78	Sales Y/Y TTM	3.71%	Profit Margin	15.06%	RSI (14)	48.57	Recom	3.00
Dividend Gr. 3/5Y	- 3.75%	Current Ratio	0.78	EPS Q/Q	9.29%	SMA20	0.00%	Beta	0.25	Target Price	62.00
Payout	30.33%	Debt/Eq	-	Sales Q/Q	4.22%	SMA50	-3.17%	Rel Volume	0.96	Prev Close	54.89
Employees	70900	LT Debt/Eq	-	Earnings	May 07 AMC	SMA200	-2.40%	Avg Volume	1.53M	Price	55.78
IPO	Oct 13, 1969	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.06% 1.30%	Trades		Volume	1,471,760	Change	1.62%

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

Jun-13-25 12:37AM	2 Safe-and-Steady Stocks to Research Further and 1 to Approach with Caution (StockStory)
Jun-06-25 11:31AM	Why Is H&R Block (HRB) Down 1.1% Since Last Earnings Report? (Zacks)
May-30-25 11:48AM	AI Tax Assist Enhances HRB's Client Experience, Low Liquidity Ails (Zacks)
May-27-25 12:37AM	1 Unpopular Stock that Deserves a Second Chance and 2 to Ignore (StockStory)
May-22-25 11:31PM	Q1 Earnings Highlights: H&R Block (NYSE:HRB) Vs The Rest Of The Specialized Consumer Services Stocks (StockStory)
01:44PM	Loading…
May-19-25 01:44PM	Who Wins and Loses In The Republican House Tax Proposal? (Investopedia)
May-09-25 01:09PM	HRB Q1 Earnings Call: Client Mix Shift and Assisted Growth Drive Outperformance (StockStory)
May-08-25 11:32AM	H&R Block's Earnings and Revenues Surpass Estimates in Q3 (Zacks) -5.30%
07:14AM	Q3 2025 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents)
03:27AM	H&R Block Inc (HRB) Q3 2025 Earnings Call Highlights: Strong EPS Growth Amidst Mixed ... (GuruFocus.com)
May-07-25 10:36PM	H&R Block outlines fiscal 2025 goals with EPS target of $5.15-$5.35 (Seeking Alpha)
10:35PM	H&R Block, Inc. (HRB) Q3 2025 Earnings Call Transcript (Seeking Alpha)
07:00PM	Compared to Estimates, H&R Block (HRB) Q3 Earnings: A Look at Key Metrics (Zacks)
06:15PM	H&R Block (HRB) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
05:15PM	H&R Block: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Loading…
04:05PM	H&R Block Reports Fiscal 2025 Third Quarter Results (GlobeNewswire)
10:00AM	Here are the major earnings after the close today (Seeking Alpha)
May-06-25 04:35PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
09:15AM	H&R Block (HRB) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Apr-29-25 11:55AM	H&R Blocks Fund Her Future Grant Returns to Empower Women-owned Small Businesses (WWD)
Apr-28-25 11:15AM	Miller-Howard Income-Equity Q1 2025 Commentary (Seeking Alpha)
08:45AM	Block Advisors by H&R Block Now Accepting Entries for Second Annual 'Fund Her Future' Grant Program Created to Help Female Founders Thrive, Fuel Small Business Growth (GlobeNewswire)
Apr-26-25 03:25AM	H&R Block: A Positive Growth Case Despite Seasonality Impacts To Earnings (Seeking Alpha)
Apr-23-25 04:35PM	H&R Block to Release Fiscal 2025 Third Quarter Results on May 7, 2025 (GlobeNewswire)
Apr-18-25 11:55AM	Trump Trade: President said to end IRS Direct File, block DeepSeek (TipRanks)
10:27AM	Is H&R Block Inc. (NYSE:HRB) a Cheap Hot Stock to Buy Right Now? (Insider Monkey)
Apr-15-25 01:00PM	H&R Block Leverages OpenAI to Create a Force Multiplier for Its Human Expertise (GlobeNewswire)
Apr-13-25 05:46PM	Is H&R Block, Inc. (HRB) the Safest Dividend Stock to Buy Now? (Insider Monkey)
Apr-08-25 08:00AM	Beat the April 15 Tax Deadline, But Dont Leave Money Behind (GlobeNewswire)
Apr-02-25 04:15PM	H&R Block Announces Richard A. Johnson as Board Chairman (GlobeNewswire)
09:23AM	Loading…
09:23AM	H&R Block Contest Encourages Millions of Gig Workers to 'Make It Legit' (GlobeNewswire)
Mar-31-25 09:00AM	A Survey by Spruce Reveals Social Media's Growing Influence on Gen Z's Financial Decisions, Highlighting a Generational Divide in Learning about Money (GlobeNewswire)
Mar-29-25 01:55AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 30 (Seeking Alpha)
Mar-27-25 08:11AM	Block Advisors by H&R Block to Provide Timely Support for The Home Depot's Pro Xtra Loyalty Members (GlobeNewswire)
Mar-25-25 08:00AM	H&R Block names Phillip Miller as Chief Information Security Officer (GlobeNewswire)
Mar-13-25 11:30AM	The Cast of H&R Block's Hit Reality TV Parody Responsibility Island is Back, Promising Laughter, Tears, and ... Tax Tips (GlobeNewswire)
Mar-07-25 11:03AM	Should You Maintain Your Position in H&R Block (HRB)? (Insider Monkey)
Mar-06-25 11:31AM	Why Is H&R Block (HRB) Down 4% Since Last Earnings Report? (Zacks)
Feb-28-25 10:07AM	H&R Block Brings Taxes to the Gaming World with Immersive Roblox Experience (GlobeNewswire)
08:02AM	1 Consumer Stock with Solid Fundamentals and 2 to Brush Off (StockStory)
Feb-21-25 03:01AM	Should you sign a loan or pay a fee to get your tax refund early? Heres what you need to know (Fortune)
Feb-20-25 08:30AM	Are Options Traders Betting on a Big Move in H&R Block (HRB) Stock? (Zacks)
Feb-13-25 03:00PM	H&R Block and Tinder Team Up to Celebrate Singles this Tax Season (GlobeNewswire)
Feb-11-25 08:12AM	Service International (SCI) Q4 Earnings Report Preview: What To Look For (StockStory)
Feb-06-25 04:35PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
Feb-05-25 06:48AM	Q2 2025 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents)
02:14AM	H&R Block Inc (HRB) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Feb-04-25 06:30PM	Compared to Estimates, H&R Block (HRB) Q2 Earnings: A Look at Key Metrics (Zacks)
05:55PM	H&R Block (HRB) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
04:59PM	H&R Block: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:37PM	H&R Block (NYSE:HRB) Beats Q4 Sales Targets But Stock Drops (StockStory)
04:05PM	H&R Block Reports Fiscal 2025 Second Quarter Results (GlobeNewswire)
Feb-03-25 08:08AM	H&R Block (HRB) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Jan-27-25 01:15PM	3 'big changes' to know about the 2025 tax season (Yahoo Finance Video)
Jan-24-25 09:40AM	Here's Why H&R Block (HRB) is a Strong Value Stock (Zacks)
Jan-23-25 01:30PM	Why fans of the IRSs free tax-prep program hope it becomes the next Obamacare (MarketWatch)
Jan-22-25 08:00AM	What Taxpayers Should Know About Big Changes to Form 1099-K Reporting (GlobeNewswire)
Jan-21-25 04:35PM	H&R Block to Release Fiscal 2025 Second Quarter Results on February 4, 2025 (GlobeNewswire)
Jan-17-25 04:04AM	Specialized Consumer Services Stocks Q3 Teardown: Mister Car Wash (NYSE:MCW) Vs The Rest (StockStory)
Jan-14-25 07:00AM	What Tax Filers Need to Know To Get The Best Outcome This Tax Season (GlobeNewswire)
Jan-09-25 02:49PM	FTC Fines H+R Block $7 Million, Orders Changes to Advertising, Service Practices (Investopedia)
09:45AM	Here's Why H&R Block (HRB) is a Strong Growth Stock (Zacks)
04:03AM	Three Reasons We Are Fans of H&R Block (HRB) (StockStory)
Jan-08-25 03:25PM	H&R Block to Pay $7 Million to Settle FTC Case Alleging Deceptive Advertising (The Wall Street Journal)
09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
Jan-06-25 08:00AM	New This Tax Season: HandR Block Filers Could Receive Up To $4,000 With Refund Advance Loan (GlobeNewswire)
08:00AM	New This Tax Season: H&R Block Filers Could Receive Up To $4,000 With Refund Advance Loan (GlobeNewswire)
Jan-03-25 10:34AM	H&R Block Inc. (NYSE:HRB): Taxed by Pricing Competition (Insider Monkey)
Dec-24-24 09:45AM	Why H&R Block (HRB) is a Top Growth Stock for the Long-Term (Zacks)
05:00AM	What Santa's tax returns would look like, according to H&R Block (Quartz)
Dec-20-24 04:08AM	Specialized Consumer Services Stocks Q3 Results: Benchmarking H&R Block (NYSE:HRB) (StockStory)
Dec-18-24 08:42AM	HandR Block's 2024 Outlook on American Life Data Shows Rise in Consumer Debt Amidst Increased Holiday Spending (GlobeNewswire)
08:42AM	H&R Blocks 2024 Outlook on American Life Data Shows Rise in Consumer Debt Amidst Increased Holiday Spending (GlobeNewswire)
Dec-05-24 08:21AM	HandR Block Names George Agurkis as Vice President of Government Relations (GlobeNewswire)
08:21AM	H&R Block Names George Agurkis as Vice President of Government Relations (GlobeNewswire)
Dec-03-24 09:40AM	Here's Why H&R Block (HRB) is a Strong Value Stock (Zacks)
Dec-02-24 02:21PM	Is H&R Block (HRB) Stock Undervalued Right Now? (Zacks)
Nov-27-24 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook H&R Block (HRB) (Zacks)
Nov-26-24 05:42PM	Americans need a 'high-functioning IRS': H&R Block CEO (Yahoo Finance Video)
Nov-21-24 04:44PM	Intuit Maintains Full Year Guidance; CEO Says Trump Administration Wont Build Tax-Filing App (The Wall Street Journal)
04:39PM	Intuit Stock Drops as Its Outlook Disappoints (Investopedia)
Nov-19-24 05:47PM	H&R Block, Intuit Stocks Slump as Trump's 'DOGE' Leaders Mull Free Tax-Filing App (Investopedia) -8.20%
05:29PM	Intuit Stock Tumbles As Elon Musk's DOGE Commission Eyes Simple Tax-Filing App (Investor's Business Daily)
03:49PM	Trump's DOGE considers tax app. Intuit, H&R Block shares sink. (Yahoo Finance Video)
03:19PM	Intuit and H&R Block stocks tank because Elon Musk's DOGE wants to simplify tax filing (Quartz)
01:37PM	Intuit and H&R block fall on report of DOGE interest in tax app (Bloomberg)
Nov-15-24 12:17PM	How Gen Z is shaping the future of personal finance (Yahoo Finance Video)
Nov-14-24 09:40AM	Is H&R Block (HRB) a Great Value Stock Right Now? (Zacks)
Nov-12-24 03:22PM	H&R Block settles US FTC charges over 'free' filing claims, customer downgrades (Reuters)
09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
07:00AM	H&R Block's 2024 Outlook on American Life Report Reveals Most American's Income Is Outpacing Inflation But Debt Threatens Future Prosperity (GlobeNewswire)
Nov-11-24 12:45PM	Is H&R Block (HRB) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
Nov-08-24 08:16AM	Q1 2025 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents) -6.60%
02:27AM	H&R Block Inc (HRB) Q1 2025 Earnings Call Highlights: Navigating Growth Amid Rising Expenses (GuruFocus.com)
Nov-07-24 06:30PM	Compared to Estimates, H&R Block (HRB) Q1 Earnings: A Look at Key Metrics (Zacks)
05:50PM	H&R Block (HRB) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:33PM	H&R Block (NYSE:HRB) Beats Q3 Sales Targets (StockStory)
04:43PM	H&R Block: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	H&R Block Reports Fiscal 2025 First Quarter Results (GlobeNewswire)
Nov-06-24 04:35PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)

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	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
Bowen Tony G	Former Officer	Sep 23 '24	Proposed Sale	64.39	23,025	1,482,662		Sep 23 03:21 PM
Logerwell Kellie J	VP & Chief Acct Officer	Sep 16 '24	Sale	64.41	8,000	515,281	18,474	Sep 17 04:32 PM
Logerwell Kellie J	Officer	Sep 16 '24	Proposed Sale	64.41	8,000	515,281		Sep 16 02:22 PM
Jones Jeffrey J II	President & CEO	Sep 03 '24	Sale	63.07	9,722	613,167	893,169	Sep 04 04:28 PM
Jones Jeffrey J II	Officer	Sep 03 '24	Proposed Sale	63.07	9,722	613,167		Sep 03 12:53 PM
Redler Dara S	Chief Legal Officer	Aug 19 '24	Sale	64.10	9,100	583,310	22,066	Aug 20 05:13 PM
Logerwell Kellie J	VP & Chief Acct Officer	Aug 19 '24	Sale	65.00	9,846	639,990	25,028	Aug 20 05:12 PM
Bowen Tony G	Chief Financial Officer	Aug 19 '24	Sale	65.17	79,259	5,165,594	90,095	Aug 20 05:12 PM
Bowen Tony G	Officer	Aug 19 '24	Proposed Sale	65.14	79,259	5,162,581		Aug 19 02:51 PM
Logerwell Kellie J	Officer	Aug 19 '24	Proposed Sale	65.00	9,846	639,990		Aug 19 12:03 PM
Redler Dara S	Officer	Aug 19 '24	Proposed Sale	64.10	9,100	583,310		Aug 19 10:16 AM

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HRB

H&R Block Inc

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