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HRB

H&R Block Inc.

Oct 11 • 04:00PM ET

60.90

Dollar change +0.11
Percentage change 0.18	%

Consumer Cyclical • Personal Services • USA • NYSE

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

| Held by: VTI IJH VB SCHD DVY VBR COWZ VXF MDY IJK

Scroll to Statements

Index	-	P/E	14.44	EPS (ttm)	4.22	Insider Own	1.22%	Shs Outstand	139.59M	Perf Week	-2.53%
Market Cap	8.50B	Forward P/E	11.89	EPS next Y	5.12	Insider Trans	-8.63%	Shs Float	137.89M	Perf Month	-2.98%
Income	591.12M	PEG	1.15	EPS next Q	-1.18	Inst Own	92.17%	Short Float	6.48%	Perf Quarter	11.42%
Sales	3.61B	P/S	2.35	EPS this Y	19.33%	Inst Trans	-0.86%	Short Ratio	7.00	Perf Half Y	31.65%
Book/sh	0.65	P/B	93.84	EPS next Y	-2.66%	ROA	18.88%	Short Interest	8.93M	Perf Year	40.87%
Cash/sh	7.70	P/C	7.91	EPS next 5Y	12.50%	ROE	968.17%	52W Range	39.20 - 68.45	Perf YTD	25.90%
Dividend Est.	1.51 (2.49%)	P/FCF	12.94	EPS past 5Y	15.11%	ROI	32.00%	52W High	-11.03%	Beta	0.68
Dividend TTM	1.33 (2.19%)	Quick Ratio	1.27	Sales past 5Y	4.06%	Gross Margin	44.84%	52W Low	55.36%	ATR (14)	1.12
Dividend Ex-Date	Sep 05, 2024	Current Ratio	1.27	EPS Y/Y TTM	14.92%	Oper. Margin	23.10%	RSI (14)	38.35	Volatility	1.68% 1.55%
Employees	70900	Debt/Eq	21.66	Sales Y/Y TTM	3.98%	Profit Margin	16.37%	Recom	2.50	Target Price	60.67
Option/Short	Yes / Yes	LT Debt/Eq	19.39	EPS Q/Q	-7.64%	Payout	30.33%	Rel Volume	0.92	Prev Close	60.79
Sales Surprise	3.41%	EPS Surprise	8.46%	Sales Q/Q	2.95%	Earnings	Aug 15 AMC	Avg Volume	1.28M	Price	60.90
SMA20	-3.20%	SMA50	-1.61%	SMA200	15.41%	Trades		Volume	1,170,364	Change	0.18%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jun-10-15	Downgrade	Credit Suisse	Outperform → Neutral	$37 → $35

Show Previous Ratings

Oct-11-24 09:40AM	Are Investors Undervaluing H&R Block (HRB) Right Now? (Zacks)
Oct-10-24 02:18PM	Why strong earnings and cash flow are key to navigating value traps (Yahoo Finance)
03:55AM	Q2 Earnings Highlights: H&R Block (NYSE:HRB) Vs The Rest Of The Specialized Consumer Services Stocks (StockStory)
Oct-08-24 10:00AM	2024 State of Women's Small Business Report by Block Advisors Reveals Resilience Despite Persistent Support Barriers (GlobeNewswire)
09:40AM	Here's Why H&R Block (HRB) is a Strong Value Stock (Zacks)
05:52PM	Loading…
Sep-30-24 05:52PM	20 US States Where Youll Pay Most Taxes Over a Lifetime (Insider Monkey)
Sep-25-24 04:35PM	H&R Block Publishes Fifth Annual ESG Report (GlobeNewswire)
Sep-06-24 09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
Sep-04-24 07:01PM	Insider Sale: President & CEO Jeffrey J. Jones II Sells Shares of H&R Block Inc (HRB) (GuruFocus.com)
Sep-03-24 04:05PM	H&R Block to Participate in the Barclays Global Financial Services Conference (GlobeNewswire)
08:32AM	H&R Block Names Andy Phillips as New Vice President of The Tax Institute (GlobeNewswire)
Aug-29-24 01:20PM	20 States with the Highest Taxes on Retirement Income in the US (Insider Monkey)
09:40AM	Is H&R Block (HRB) Stock Outpacing Its Consumer Discretionary Peers This Year? (Zacks)
06:00AM	H&R Blocks 49-Year-Old CFO Is Retiring Next Month (The Wall Street Journal)
Aug-27-24 04:44PM	20 Most Business Friendly States in the US (Insider Monkey)
12:09PM	Loading…
Aug-23-24 12:09PM	Here's Why H&R Block (HRB) Stock is a Great Pick Right Now (Zacks)
Aug-20-24 11:34PM	Insider Sale: CFO Tony Bowen Sells 79,259 Shares of H&R Block Inc (HRB) (GuruFocus.com)
11:33PM	Insider Sale: VP & Chief Accounting Officer Kellie Logerwell Sells 9,846 Shares of H&R ... (GuruFocus.com)
11:33PM	Insider Sale at H&R Block Inc (HRB): Chief Legal Officer Dara Redler Sells 9,100 Shares (GuruFocus.com)
Aug-16-24 04:31PM	These Stocks Moved the Most Today: Applied Materials, H&R Block, Cisco, B. Riley, and More (Barrons.com) +12.11%
04:15PM	Tax Prepper Scores Breakaway Gap On Earnings, Dividend Hike (Investor's Business Daily)
03:32PM	These Stocks Are Moving the Most Today: Applied Materials, H&R Block, Cisco, B. Riley, and More (Barrons.com)
02:21PM	H&R Block tops Q4 earnings, Harris unveils housing plans: Wealth! (Yahoo Finance Video)
01:35PM	Dow Jones, Other Indexes Creep Higher; Cybersecurity Stock Breaks Out As Chipotle Gives Back Gains (Live Coverage) (Investor's Business Daily)
01:32PM	H&R Block utilizing both AI and human tax assistance: CEO (Yahoo Finance Video)
01:00PM	Why H&R Block Stock Was Soaring Today (Motley Fool)
12:29PM	H&R Block (HRB) Surpasses Q4 Earnings & Revenue Estimates (Zacks)
12:27PM	Top Stock Movers Now: H&R Block, Madison Square Garden Entertainment, and More (Investopedia)
12:05PM	Midday movers: H&R Block, Maravai LifeSciences rise; Applied Materials falls (Investing.com)
11:55AM	Why H&R Block (HRB) Stock Is Up Today (StockStory)
10:17AM	Loading…
10:17AM	Bayer's Roundup, Estée Lauder, H&R Block: Stocks In Focus (Yahoo Finance Video)
10:16AM	Why H&R Block Stock Is Spiking When Tax Day Is Still 8 Months Away (Barrons.com)
09:48AM	H&R Block Stock Jumps on Earnings Beat, Dividend Raise (Investopedia)
09:40AM	Is H&R Block (HRB) Stock Undervalued Right Now? (Zacks)
09:39AM	Tax Prepper Scores Breakout Gap On Earnings, Dividend Hike (Investor's Business Daily)
08:44AM	H&R Block Poised To Clear Chart Pattern On Earnings, Dividend Hike (Investor's Business Daily)
06:56AM	Q4 2024 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-15-24 07:04PM	20 US States with the Highest Income Tax Revenue Per Capita (Insider Monkey)
06:00PM	H&R Block (HRB) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:20PM	H&R Block (HRB) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:24PM	H&R Block: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:14PM	H&R Block (NYSE:HRB) Reports Upbeat Q2, Stock Soars (StockStory)
04:05PM	H&R Block Reports FY24 Results; Announces 17% Dividend Increase, & $1.5B Share Repurchase Authorization (GlobeNewswire)
08:41AM	How To Earn $500 A Month From H&R Block Stock Ahead Of Q4 Earnings Report (Benzinga)
04:17AM	Specialized Consumer Services Stocks Q1 Highlights: H&R Block (NYSE:HRB) (StockStory)
Aug-14-24 03:00AM	H&R Block (HRB) Q2 Earnings: What To Expect (StockStory)
Aug-13-24 01:00PM	H&R Block (HRB) to Report Q4 Earnings: What's in Store? (Zacks)
09:40AM	Is H&R Block (HRB) Outperforming Other Consumer Discretionary Stocks This Year? (Zacks)
08:00AM	Gain New Skills While Earning Extra Income as a Seasonal Tax Pro with H&R Block (GlobeNewswire)
Aug-12-24 09:15AM	What Analyst Projections for Key Metrics Reveal About H&R Block (HRB) Q4 Earnings (Zacks)
Aug-07-24 04:10PM	H&R Block Announces Scott Manuel as Chief Strategy & Operations Officer (GlobeNewswire)
Aug-05-24 04:10PM	H&R Block Names Tiffany Mason as Next Chief Financial Officer (GlobeNewswire)
02:43AM	H&R Block (HRB) was Up 11.1% in Q2 (Insider Monkey)
Aug-01-24 04:35PM	H&R Block to Release Fiscal 2024 Results on August 15, 2024 (GlobeNewswire)
08:00AM	H&R Block Offers Free Mid-Year Check-In to Help Tax Filers Maximize Refunds, Avoid Tax Season Surprises (GlobeNewswire)
Jul-31-24 11:10PM	The US State Where People Will Pay The Most Taxes in 2024 (Insider Monkey)
Jul-25-24 09:40AM	Should Value Investors Buy H&R Block (HRB) Stock? (Zacks)
Jul-23-24 09:15AM	H&R Block, Inc. (HRB) Hits Fresh High: Is There Still Room to Run? (Zacks)
Jul-15-24 04:28AM	Q1 Earnings Outperformers: Pool (NASDAQ:POOL) And The Rest Of The Specialized Consumer Services Stocks (StockStory)
Jul-09-24 02:05PM	Decades Of Dividend Maintenance And Recent Hikes: General Dynamics, AFLAC, And H&R Block (Benzinga)
09:13AM	Block Horizons 2025 & Diversification Aid H&R Block (HRB) (Zacks)
08:04AM	Five Women-Owned Small Businesses Awarded 'Fund Her Future' Grants from Block Advisors by H&R Block to Support Growth, Drive Change (GlobeNewswire)
Jul-08-24 12:00PM	What Makes H&R Block (HRB) a Strong Momentum Stock: Buy Now? (Zacks)
03:43AM	Winners And Losers Of Q1: H&R Block (NYSE:HRB) Vs The Rest Of The Specialized Consumer Services Stocks (StockStory)
Jul-05-24 06:58PM	The State with the Highest Tax Burden in the US (Insider Monkey)
Jul-01-24 11:47PM	H&R Block, Inc. (HRB): Cheap and High-Quality Stock Picked by a Former SAC Capital Analyst (Insider Monkey)
07:01PM	Insider Sale: President & CEO Jeffrey J. Jones II Sells Shares of H&R Block Inc (HRB) (GuruFocus.com)
Jun-26-24 07:15AM	7 Dividend Stocks to Buy Now for Enhanced Returns (InvestorPlace)
Jun-20-24 09:40AM	H&R Block (HRB) is a Top-Ranked Value Stock: Should You Buy? (Zacks)
Jun-14-24 01:29PM	H&R Block (HRB) Rises 56% in a Year: What You Should Know (Zacks)
Jun-12-24 01:20PM	7 Small-Cap Value Stocks Leaving the S&P 500 in the Dust (InvestorPlace)
Jun-05-24 04:35PM	H&R Block to Participate in the Oppenheimer 24th Annual Consumer Growth and E-Commerce Conference (GlobeNewswire)
07:03AM	H&R Block Inc's Dividend Analysis (GuruFocus.com)
Jun-04-24 10:58AM	Retire on Easy Street: 3 Low-Risk Stocks for Steady Gains and Income (InvestorPlace)
09:40AM	Here's Why H&R Block (HRB) is a Strong Value Stock (Zacks)
06:00AM	3 Must-Buy Stocks That Could Double Your Wealth by 2030 (InvestorPlace)
May-31-24 09:40AM	Should Value Investors Buy H&R Block (HRB) Stock? (Zacks)
May-29-24 12:45PM	3 Reasons Growth Investors Will Love H&R Block (HRB) (Zacks)
May-28-24 02:38PM	If You Can Only Buy One Dividend Stock in May, It Better Be One of These 3 Names (InvestorPlace)
May-26-24 09:20AM	The State With No Sales Tax (Insider Monkey)
09:20AM	The State With No Sales Tax Rate in the US (Insider Monkey)
09:19AM	15 States with No or Lowest Sales Tax Rates in the US (Insider Monkey)
May-24-24 10:45AM	How H&R Block CEO Jeff Jones uses raw, honest communication to build team trust (Fortune)
May-23-24 12:35PM	Here's Why H&R Block (HRB) Stock is a Great Pick Right Now (Zacks)
May-20-24 09:50AM	Here's Why H&R Block (HRB) is a Strong Momentum Stock (Zacks)
May-19-24 04:01PM	15 States with the Lowest Tax Burden in the US (Insider Monkey)
May-17-24 09:40AM	Has H&R Block (HRB) Outpaced Other Consumer Discretionary Stocks This Year? (Zacks)
May-16-24 09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
May-15-24 09:40AM	Are Investors Undervaluing H&R Block (HRB) Right Now? (Zacks)
May-13-24 09:15AM	H&R Block, Inc. (HRB) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:00AM	Spruce Launches High Yield 3.50% APY for Savings Accounts (GlobeNewswire)
May-10-24 01:23PM	Update: H&R Block Shares Rise After Fiscal Q3 Beat (MT Newswires) +8.82%
12:36PM	H&R Block Inc (HRB) Nears High End of FY24 Outlook, Surpassing Analyst Revenue Estimates (GuruFocus.com)
12:31PM	Why Is H&R Block (HRB) Stock Soaring Today (StockStory)
12:00PM	H&R Block, Inc. (NYSE:HRB) Q3 2024 Earnings Call Transcript (Insider Monkey)
11:43AM	H&R Block (HRB) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
May-09-24 07:00PM	Compared to Estimates, H&R Block (HRB) Q3 Earnings: A Look at Key Metrics (Zacks)
06:45PM	H&R Block (HRB) Beats Q3 Earnings and Revenue Estimates (Zacks)
05:45PM	H&R Block: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:37PM	H&R Block (NYSE:HRB) Exceeds Q1 Expectations (StockStory)

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
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
Jones Jeffrey J II	President & CEO	Jul 01 '24	Sale	54.55	44,975	2,453,197	712,386	Jul 01 04:55 PM
Jones Jeffrey J II	President & CEO	Feb 23 '24	Sale	49.21	85,921	4,228,593	755,359	Feb 23 05:30 PM
Jones Jeffrey J II	President & CEO	Feb 15 '24	Sale	48.02	14,938	717,353	841,280	Feb 20 04:31 PM
Bowen Tony G	Chief Financial Officer	Nov 27 '23	Sale	47.10	46,892	2,208,510	125,591	Nov 27 04:32 PM

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HRB

H&R Block Inc.

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