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HRB

H&R Block Inc

Mar 27 • 04:00PM ET

53.95

Dollar change -0.12
Percentage change -0.22	%

Consumer Cyclical • Personal Services • USA • NYSE

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

| Held by: IJH VTI VB DVY VBR VXF MDY CALF IJK SCHA

Scroll to Statements

Index	-	P/E	14.85	EPS (ttm)	3.63	Insider Own	1.30%	Shs Outstand	133.84M	Perf Week	2.96%
Market Cap	7.22B	Forward P/E	10.46	EPS next Y	5.16	Insider Trans	0.00%	Shs Float	132.10M	Perf Month	0.33%
Income	528.26M	PEG	1.54	EPS next Q	5.17	Inst Own	95.79%	Short Float	10.86%	Perf Quarter	-0.88%
Sales	3.62B	P/S	1.99	EPS this Y	19.67%	Inst Trans	0.86%	Short Ratio	9.57	Perf Half Y	-15.08%
Book/sh	-6.52	P/B	-	EPS next Y	-2.27%	ROA	19.38%	Short Interest	14.34M	Perf Year	13.03%
Cash/sh	2.55	P/C	21.14	EPS next 5Y	9.63%	ROE	968.17%	52W Range	45.87 - 68.45	Perf YTD	2.10%
Dividend Est.	1.52 (2.83%)	P/FCF	10.51	EPS past 5Y	15.11%	ROI	41.01%	52W High	-21.18%	Beta	0.42
Dividend TTM	1.45 (2.68%)	Quick Ratio	0.73	Sales past 5Y	4.06%	Gross Margin	44.31%	52W Low	17.62%	ATR (14)	1.45
Dividend Ex-Date	Mar 04, 2025	Current Ratio	0.73	EPS Y/Y TTM	-2.16%	Oper. Margin	22.07%	RSI (14)	54.70	Volatility	2.13% 2.98%
Employees	70900	Debt/Eq	-	Sales Y/Y TTM	3.77%	Profit Margin	14.59%	Recom	2.50	Target Price	62.33
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-34.69%	Payout	30.33%	Rel Volume	0.75	Prev Close	54.07
Sales Surprise	-1.64%	EPS Surprise	-3.59%	Sales Q/Q	-0.01%	Earnings	Feb 04 AMC	Avg Volume	1.50M	Price	53.95
SMA20	2.11%	SMA50	1.13%	SMA200	-5.39%	Trades		Volume	1,117,318	Change	-0.22%

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

Today 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)
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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)
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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)
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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)
02:16AM	H&R Block (HRB) Q3 Earnings Report Preview: What To Look For (StockStory)
Nov-05-24 04:05PM	H&R Block to Participate in the Northcoast Research 2024 Management Fall Forum (GlobeNewswire)
Nov-04-24 09:16AM	Gear Up for H&R Block (HRB) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Oct-30-24 06:00AM	Why this bull market feels 'weird': Morning Brief (Yahoo Finance)
Oct-29-24 09:40AM	Should Value Investors Buy H&R Block (HRB) Stock? (Zacks)
08:00AM	You Could Get Up to $1,300 the Same Day with an H&R Block Emerald Advance Loan (GlobeNewswire)
Oct-24-24 04:35PM	H&R Block to Release Fiscal 2025 First Quarter Results on November 7, 2024 (GlobeNewswire)
09:40AM	Are Consumer Discretionary Stocks Lagging H&R Block (HRB) This Year? (Zacks)
Oct-19-24 03:15PM	FTC denies motion to disqualify Administrative Law Judge in H&R Block case (TipRanks)
Oct-17-24 12:00PM	All You Need to Know About H&R Block (HRB) Rating Upgrade to Strong Buy (Zacks)
Oct-16-24 09:45AM	H&R Block (HRB) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
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)
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)
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)

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

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HRB

H&R Block Inc

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