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HRB

H&R Block Inc

Sep 15 • 04:00PM ET

50.13

-1.09 -2.13 %

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 SCHA SPMD

Scroll to Statements

Index	-	P/E	11.20	EPS (ttm)	4.48	Insider Own	1.38%	Shs Outstand	133.95M	Perf Week	-3.67%
Market Cap	6.71B	Forward P/E	9.14	EPS next Y	5.49	Insider Trans	-2.83%	Shs Float	132.09M	Perf Month	1.54%
Enterprise Value	7.74B	PEG	0.87	EPS next Q	-1.35	Inst Own	93.83%	Short Float	7.89%	Perf Quarter	-10.15%
Income	600.50M	P/S	1.79	EPS this Y	6.33%	Inst Trans	-3.44%	Short Ratio	6.67	Perf Half Y	-0.20%
Sales	3.76B	P/B	75.54	EPS next Y	10.70%	ROA	18.64%	Short Interest	10.42M	Perf YTD	-5.13%
Book/sh	0.66	P/C	6.69	EPS next 5Y	12.81%	ROE	673.21%	52W High	64.90 -22.76%	Perf Year	-20.35%
Cash/sh	7.49	P/FCF	11.21	EPS past 3/5Y	10.94% -	ROIC	38.62%	52W Low	47.00 6.66%	Perf 3Y	10.74%
Dividend Est.	1.70 (3.38%)	EV/EBITDA	7.87	Sales past 3/5Y	2.79% 7.34%	Gross Margin	44.53%	Volatility	2.98% 2.27%	Perf 5Y	225.10%
Dividend TTM	1.54 (3.08%)	EV/Sales	2.06	EPS Y/Y TTM	5.56%	Oper. Margin	23.02%	ATR (14)	1.29	Perf 10Y	42.01%
Dividend Ex-Date	Sep 04, 2025	Quick Ratio	0.90	Sales Y/Y TTM	4.17%	Profit Margin	15.97%	RSI (14)	41.87	Recom	3.00
Dividend Gr. 3/5Y	10.32% 6.87%	Current Ratio	0.90	EPS Q/Q	21.61%	SMA20	-1.81%	Beta	0.31	Target Price	55.00
Payout	32.91%	Debt/Eq	22.78	Sales Q/Q	4.55%	SMA50	-5.85%	Rel Volume	0.99	Prev Close	51.22
Employees	70100	LT Debt/Eq	16.49	Earnings	Aug 12 AMC	SMA200	-9.01%	Avg Volume	1.56M	Price	50.13
IPO	Oct 13, 1969	Option/Short	Yes / Yes	EPS/Sales Surpr.	-19.86% 3.37%	Trades		Volume	1,545,936	Change	-2.13%

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

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)
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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	Loading…
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)
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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)
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)
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	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	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)

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

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HRB

H&R Block Inc

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