HRB
H&R Block, Inc. NYSE Listed Feb 13, 1962$34.38
-2.66%
vs $35.32
Mkt Cap $4.7B
52w Low $28.34
21.3% of range
52w High $56.76
50d MA $34.87
200d MA $40.17
P/E (TTM)
7.8x
EV/EBITDA
5.3x
P/B
51.8x
Debt/Equity
26.4x
ROE
-73.8%
P/FCF
7.9x
RSI (14)
30.00
ATR (14)
$1.19
Beta
0.33
50d MA
$34.87
200d MA
$40.17
Avg Volume
2.7M
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
One H&R Block Way · Kansas City, MO 64105 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | AMC | 5.77 | 6.02 | +4.3% | 29.32 | +6.7% | +23.8% | +1.8% | -2.4% | +1.7% | -1.7% | — |
| Feb 3, 2026 | AMC | -1.96 | -1.84 | +6.1% | 37.20 | +2.9% | -7.1% | -2.5% | -2.5% | -0.3% | -0.4% | — |
| Nov 6, 2025 | AMC | -1.35 | -1.20 | +11.3% | 51.45 | +0.7% | -3.5% | -3.9% | -0.3% | -3.3% | -2.4% | — |
| Aug 12, 2025 | AMC | 2.83 | 2.27 | -19.8% | 51.50 | -1.8% | -3.1% | -1.1% | +1.6% | +0.5% | +1.6% | — |
| May 7, 2025 | AMC | 5.17 | 5.38 | +4.1% | 61.64 | +3.8% | -5.3% | -1.2% | -0.3% | -1.0% | -1.1% | — |
| Feb 4, 2025 | AMC | -1.59 | -1.73 | -8.8% | 54.43 | -5.1% | -0.1% | -0.3% | -1.8% | -1.2% | -0.3% | — |
| Nov 7, 2024 | AMC | -1.21 | -1.17 | +3.3% | 63.36 | -2.3% | -6.6% | +3.5% | -2.1% | -1.0% | -0.4% | — |
| Aug 15, 2024 | AMC | 1.74 | 1.89 | +8.6% | 57.49 | +12.7% | +12.1% | +1.3% | +2.0% | -3.1% | -1.4% | — |
| May 9, 2024 | AMC | 4.62 | 4.94 | +6.9% | 49.19 | +6.7% | +8.8% | -1.6% | +0.6% | +0.2% | -0.3% | — |
| Feb 6, 2024 | AMC | -1.56 | -1.27 | +18.6% | 47.34 | -4.1% | -1.9% | -1.6% | +2.7% | +1.2% | -1.0% | — |
| Nov 7, 2023 | AMC | -1.12 | -1.05 | +6.2% | 41.46 | -0.5% | +0.7% | +4.2% | +3.4% | +0.5% | +1.3% | — |
| Aug 15, 2023 | AMC | 1.88 | 2.05 | +9.0% | 35.35 | +2.8% | +9.7% | +0.1% | +1.5% | +0.5% | -0.7% | — |
| May 9, 2023 | AMC | 4.46 | 4.20 | -5.8% | 32.76 | -6.0% | -4.7% | +1.3% | +1.2% | -2.8% | -3.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 27 | Barrington Research | Maintains | Outperform → Outperform | — | $30.26 | $30.18 | -0.3% | +1.3% | +2.8% | -0.3% | +1.0% | -1.5% |
| Feb 9 | Goldman Sachs | Maintains | Sell → Sell | — | $32.88 | $32.76 | -0.4% | -0.3% | -0.4% | -8.6% | -5.0% | +9.6% |
| Feb 4 | Barrington Research | Maintains | Outperform → Outperform | — | $37.20 | $38.29 | +2.9% | -7.1% | -2.5% | -2.5% | -0.3% | -0.4% |
| Jan 22 | Barrington Research | Maintains | Outperform → Outperform | — | $40.52 | $40.32 | -0.5% | +0.2% | -1.4% | +1.6% | -3.4% | -0.6% |
| Oct 27 | Barrington Research | Maintains | Outperform → Outperform | — | $52.21 | $52.15 | -0.1% | +0.4% | -2.3% | -0.9% | -0.1% | -1.9% |
| Sep 23 | Barrington Research | Maintains | Outperform → Outperform | — | $50.14 | $50.07 | -0.1% | -0.6% | -0.7% | -0.3% | +1.4% | +1.3% |
| Aug 13 | Barrington Research | Maintains | Outperform → Outperform | — | $51.50 | $50.56 | -1.8% | -3.1% | -1.1% | +1.6% | +0.5% | +1.6% |
| Aug 13 | Goldman Sachs | Maintains | Sell → Sell | — | $51.50 | $50.56 | -1.8% | -3.1% | -1.1% | +1.6% | +0.5% | +1.6% |
| May 8 | Goldman Sachs | Maintains | Sell → Sell | — | $61.64 | $63.99 | +3.8% | -5.3% | -1.2% | -0.3% | -1.0% | -1.1% |
| Apr 25 | Barrington Research | Maintains | Outperform → Outperform | — | $58.81 | $59.05 | +0.4% | +1.5% | +1.5% | +0.3% | -0.7% | +2.8% |
| Feb 5 | Barrington Research | Maintains | Outperform → Outperform | — | $54.43 | $51.63 | -5.1% | -0.1% | -0.3% | -1.8% | -1.2% | -0.3% |
| Jan 27 | Barrington Research | Maintains | Outperform → Outperform | — | $52.91 | $52.93 | +0.0% | +2.8% | -0.2% | +0.5% | +1.6% | -0.2% |
| Nov 8 | Barrington Research | Maintains | Outperform → Outperform | — | $63.36 | $61.93 | -2.3% | -6.6% | +3.5% | -2.1% | -1.0% | -0.4% |
| Oct 28 | Barrington Research | Maintains | Outperform → Outperform | — | $60.03 | $60.43 | +0.7% | -0.4% | +0.5% | +1.0% | -1.6% | -0.3% |
| Aug 16 | Barrington Research | Maintains | Outperform → Outperform | — | $57.49 | $64.80 | +12.7% | +12.1% | +1.3% | +2.0% | -3.1% | -1.4% |
| Aug 16 | Goldman Sachs | Maintains | Sell → Sell | — | $57.49 | $64.80 | +12.7% | +12.1% | +1.3% | +2.0% | -3.1% | -1.4% |
| Aug 14 | Barrington Research | Maintains | Outperform → Outperform | — | $56.39 | $56.44 | +0.1% | +0.9% | +1.0% | +12.1% | +1.3% | +2.0% |
| May 28 | Barrington Research | Maintains | Outperform → Outperform | — | $50.65 | $50.65 | +0.0% | -3.4% | +2.1% | -1.7% | +1.1% | +1.1% |
| May 10 | Barrington Research | Maintains | Outperform → Outperform | — | $49.19 | $52.50 | +6.7% | +8.8% | -1.6% | +0.6% | +0.2% | -0.3% |
| May 1 | Barrington Research | Maintains | Outperform → Outperform | — | $47.23 | $47.07 | -0.3% | +1.0% | +0.7% | -1.0% | +2.6% | +1.1% |
| Feb 8 | Goldman Sachs | Maintains | Sell → Sell | — | $46.45 | $46.61 | +0.3% | -1.6% | +2.7% | +1.2% | -1.0% | +0.5% |
| Feb 7 | Goldman Sachs | Maintains | Sell → Sell | — | $47.34 | $45.42 | -4.1% | -1.9% | -1.6% | +2.7% | +1.2% | -1.0% |
| Nov 8 | Barrington Research | Maintains | Outperform → Outperform | — | $41.46 | $41.25 | -0.5% | +0.7% | +4.2% | +3.4% | +0.5% | +1.3% |
| Aug 17 | Goldman Sachs | Maintains | Sell → Sell | — | $38.78 | $38.66 | -0.3% | +0.1% | +1.5% | +0.5% | -0.7% | +0.8% |
| Aug 16 | Barrington Research | Maintains | Outperform → Outperform | — | $35.35 | $36.35 | +2.8% | +9.7% | +0.1% | +1.5% | +0.5% | -0.7% |
| Aug 16 | Goldman Sachs | Maintains | Sell → Sell | — | $35.35 | $36.35 | +2.8% | +9.7% | +0.1% | +1.5% | +0.5% | -0.7% |
| Aug 7 | Barrington Research | Maintains | Outperform → Outperform | — | $33.74 | $33.94 | +0.6% | +2.2% | +1.7% | +1.7% | -0.1% | -1.2% |
| May 25 | Barrington Research | Maintains | Outperform → Outperform | — | $29.67 | $29.55 | -0.4% | +0.8% | +0.3% | +0.6% | -1.1% | +0.3% |
| May 10 | Barrington Research | Maintains | Outperform → Outperform | — | $32.76 | $30.81 | -6.0% | -4.7% | +1.3% | +1.2% | -2.8% | -3.1% |
| Feb 8 | Barrington Research | Maintains | Outperform → Outperform | — | $39.52 | $40.21 | +1.7% | -0.3% | -4.3% | +3.2% | +2.2% | -0.3% |
| Feb 8 | Goldman Sachs | Maintains | Sell → Sell | — | $39.52 | $40.21 | +1.7% | -0.3% | -4.3% | +3.2% | +2.2% | -0.3% |
| Nov 3 | Goldman Sachs | Maintains | Sell → Sell | — | $38.51 | $38.34 | -0.4% | +1.4% | +1.9% | +0.2% | +1.9% | -1.1% |
| Aug 10 | Barrington Research | Maintains | Outperform → Outperform | — | $39.44 | $41.42 | +5.0% | +15.3% | -1.5% | +1.2% | +1.6% | +3.1% |
| Aug 10 | Goldman Sachs | Maintains | Sell → Sell | — | $39.44 | $41.42 | +5.0% | +15.3% | -1.5% | +1.2% | +1.6% | +3.1% |
| Aug 26 | BMO Capital | Maintains | Market Perform → Market Perform | — | $25.57 | $25.49 | -0.3% | -1.3% | +2.3% | -0.6% | -0.0% | +2.3% |
| Aug 25 | Goldman Sachs | Maintains | Sell → Sell | — | $25.46 | $25.45 | -0.0% | +0.4% | -1.3% | +2.3% | -0.6% | -0.0% |
| May 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $24.40 | $24.66 | +1.1% | +0.7% | +0.8% | -0.0% | +0.2% | -0.8% |
| Mar 10 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $19.76 | $19.75 | -0.1% | +4.3% | +0.8% | +1.9% | -1.5% | -0.9% |
| Feb 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $19.53 | $19.50 | -0.2% | -2.5% | +0.9% | +3.3% | -1.0% | +0.4% |
| Aug 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $14.50 | $14.53 | +0.2% | -3.2% | -1.0% | +1.9% | +4.4% | +3.7% |
| Jul 15 | Northcoast Research | Upgrade | Neutral → Buy | — | $13.61 | $14.20 | +4.3% | +12.1% | -2.0% | -1.4% | -4.1% | +1.6% |
| Jun 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $18.03 | $18.30 | +1.5% | -9.5% | +0.3% | -3.9% | -2.9% | +3.1% |
| Apr 7 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $13.56 | $14.05 | +3.6% | +0.7% | +6.6% | +3.0% | -3.3% | +0.3% |
| Mar 31 | Barrington Research | Maintains | Outperform → Outperform | — | $14.00 | $14.14 | +1.0% | +0.6% | -7.8% | -3.2% | -4.9% | +13.6% |
| Mar 6 | BTIG | Maintains | Sell → Sell | — | $20.84 | $19.11 | -8.3% | -5.0% | +1.7% | +3.5% | -8.5% | -17.5% |
| Mar 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $20.84 | $19.11 | -8.3% | -5.0% | +1.7% | +3.5% | -8.5% | -17.5% |
| Mar 6 | BTIG Research | Maintains | Sell → Sell | — | $20.84 | $19.11 | -8.3% | -5.0% | +1.7% | +3.5% | -8.5% | -17.5% |
| Dec 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $23.36 | $23.38 | +0.1% | +0.6% | -1.6% | +0.1% | -0.6% | +2.1% |
| Nov 22 | Jefferies | Maintains | Hold → Hold | — | $24.34 | $24.38 | +0.2% | +0.7% | -0.4% | +0.0% | +1.3% | -1.4% |
| Aug 29 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $26.88 | $25.96 | -3.4% | -9.3% | -0.6% | +0.2% | -0.3% | +0.2% |
No insider trades available.
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Fmr Llc | 15,287,403 | $485M | Added | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 7,272,325 | $231M | New | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 5,655,035 | $179M | New | Mar 2026 |
| 4 | Morgan Stanley | 3,001,906 | $131M | Reduced | Dec 2025 |
| 5 | Citadel Advisors Llc | 3,183,175 | $101M | Added | Mar 2026 |
| 6 | Aqr Capital Management Llc | 3,182,725 | $100M | Reduced | Mar 2026 |
| 7 | Northern Trust Corp | 3,015,136 | $96M | Added | Mar 2026 |
| 8 | Himalaya Capital Management | 1,626,906 | $52M | New | Mar 2026 |
| 9 | Arrowstreet Capital, Limited Partnership | 1,594,384 | $51M | Reduced | Mar 2026 |
| 10 | Bank Of New York Mellon Corp | 1,516,885 | $48M | Added | Mar 2026 |
| 11 | Invesco Ltd. | 1,451,084 | $46M | Added | Mar 2026 |
| 12 | First Trust Advisors Lp | 1,328,584 | $42M | Added | Mar 2026 |
| 13 | Marshall Wace, Llp | 1,136,544 | $36M | Reduced | Mar 2026 |
| 14 | D.e. Shaw & Co | 1,128,669 | $36M | Reduced | Mar 2026 |
| 15 | Barclays Plc | 1,108,222 | $35M | Added | Mar 2026 |
| 16 | Lodge Hill Capital, Llc | 1,050,000 | $33M | New | Mar 2026 |
| 17 | Bank Of America Corp /de/ | 1,008,715 | $32M | Added | Mar 2026 |
| 18 | Ubs Group Ag | 934,695 | $30M | — | Mar 2026 |
| 19 | Boston Trust Walden Corp | 895,236 | $28M | Added | Mar 2026 |
| 20 | Jupiter Asset Management Ltd | 890,538 | $28M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$4.72B
Enterprise Value
$5.18B
P/E (TTM)
7.83x
Forward P/E
6.88x
PEG Ratio
1.49x
P/B
51.80x
P/S
1.26x
P/FCF
7.88x
EV/EBITDA
5.31x
Shares Out
137.3M
Financials (TTM)
Revenue
$3.76B
Net Income
$605.8M
EBITDA
$976.3M
Free Cash Flow
$598.8M
Op Cash Flow
$680.9M
EPS Basic
$4.52
EPS Diluted
$4.39
EPS Forward
$5.00
Gross Margin
44.5%
Op Margin
22.0%
Net Margin
16.1%
Balance Sheet
Total Assets
$3.26B
Total Liab.
$3.18B
Total Equity
$88.9M
Cash
$1.00B
LT Debt
$1.47B
Book Value/Sh
$0.66
Debt/Equity
26.41x
Current Ratio
0.90
Quick Ratio
0.90
Returns & Growth
ROE
-73.8%
ROA
20.7%
ROIC
25.6%
Rev Growth YoY
+4.2%
EPS Growth YoY
+8.1%
Price Returns
2W
+7.8%
1M
+21.3%
3M
+25.7%
6M
-8.6%
12M
-32.4%
Technicals
52W High
$56.76
52W Low
$28.34
50d MA
$34.87
200d MA
$40.17
RSI (14)
30.00
ATR (14)
$1.19
Beta
0.33
Avg Volume
2.7M
Dividends
Div Rate
$1.47
Div Yield
4.7%
Frequency
4
Ex-Div Date
Mar 4, 2026
Analyst Price Targets
Consensus
$41.00
High
$50.00
Low
$32.00
Median
$41.00
Data updated apr 25, 2026 2:00pm
· Source: financialmodelingprep.com