H&R Block (HRB) Stock Price, News & Analysis

Company Overview

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.

Key Stats

• Today's Range: $52.12 to $52.84
• 50-Day Range: $51.41 to $55.79
• 52-Week Range: $45.64 to $68.45
• Volume: 1.14 million shs
• Average Volume: 1.22 million shs
• Market Capitalization: $7.02 billion
• P/E Ratio: 14.44
• Dividend Yield: 2.86%
• Price Target: $57.00
• Consensus Rating: Hold

H&R Block Stock Analysis - MarketRank™

H&R Block scored higher than 64% of companies evaluated by MarketBeat, and ranked 116th out of 287 stocks in the consumer discretionary sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.0 / 5
• Analyst Rating: Hold

Consensus Rating

H&R Block has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on 1 buy rating, no hold ratings, and 1 sell rating.

Amount of Analyst Coverage

H&R Block has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: -2.86%

Earnings Growth

Earnings for H&R Block are expected to decrease by -2.86% in the coming year, from $5.25 to $5.10 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of H&R Block is 14.44, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 21.39.

Price to Earnings Ratio vs. Sector

The P/E ratio of H&R Block is 14.44, which means that it is trading at a more expensive P/E ratio than the Consumer Discretionary sector average P/E ratio of about 11.22.

Price to Earnings Growth Ratio

H&R Block has a PEG Ratio of 0.80. PEG Ratios below 1 indicate that a company could be undervalued.

Short Interest

• Score: 0.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

10.41% of the float of H&R Block has been sold short.

Short Interest Ratio / Days to Cover

H&R Block has a short interest ratio ("days to cover") of 10.2, which indicates bearish sentiment.

Change versus previous month

Short interest in H&R Block has recently increased by 9.66%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

H&R Block pays a meaningful dividend of 2.86%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

H&R Block does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of H&R Block is 41.32%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, H&R Block will have a dividend payout ratio of 29.41% next year. This indicates that H&R Block will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 3.2 / 5
• Environmental Score: -0.12

Percentage of Shares Shorted

10.41% of the float of H&R Block has been sold short.

Short Interest Ratio / Days to Cover

H&R Block has a short interest ratio ("days to cover") of 10.2, which indicates bearish sentiment.

Change versus previous month

Short interest in H&R Block has recently increased by 9.66%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 0.99

News Sentiment

H&R Block has a news sentiment score of 0.99. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.71 average news sentiment score of Consumer Discretionary companies.

News Coverage This Week

MarketBeat has tracked 10 news articles for H&R Block this week, compared to 10 articles on an average week.

Search Interest

4 people have searched for HRB on MarketBeat in the last 30 days.

MarketBeat Follows

3 people have added H&R Block to their MarketBeat watchlist in the last 30 days. This is an increase of 50% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, H&R Block insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 1.30% of the stock of H&R Block is held by insiders.

Percentage Held by Institutions

90.14% of the stock of H&R Block is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

HRB Stock Analysis - Frequently Asked Questions

How have HRB shares performed this year?

H&R Block's stock was trading at $52.84 at the beginning of the year. Since then, HRB stock has decreased by 0.8% and is now trading at $52.4150.
View the best growth stocks for 2025 here.

How were H&R Block's earnings last quarter?

H&R Block, Inc. (NYSE:HRB) issued its quarterly earnings data on Tuesday, February, 4th. The company reported ($1.73) earnings per share for the quarter, missing analysts' consensus estimates of ($1.59) by $0.14. H&R Block had a negative trailing twelve-month return on equity of 179.15% and a net margin of 14.71%.

How will H&R Block's stock buyback program work?

H&R Block's board authorized a stock buyback plan on Thursday, August 15th 2024, which authorizes the company to repurchase $1,500,000,000 in shares, according to EventVestor. This means that the company could repurchase up to 16.7% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's management believes its shares are undervalued.

Does H&R Block have any subsidiaries?

H&R Block subsidiaries include Wave, New River Innovation, Aculink Mortgage Solutions LLC, AcuLink of Alabama LLC, Ada Services Corporation, BFC Transactions Inc., Block Financial LLC, and others.

Who are H&R Block's major shareholders?

Top institutional investors of H&R Block include FMR LLC (10.51%), Vanguard Group Inc. (10.40%), Charles Schwab Investment Management Inc. (3.81%) and Fuller & Thaler Asset Management Inc. (3.43%). Insiders that own company stock include Jeffrey J Jones II, Robert A Gerard, Christianna Wood, Tony G Bowen, Karen A Orosco, Richard A Johnson, Dara S Redler and Kellie J Logerwell.
View institutional ownership trends.

How do I buy shares of H&R Block?

Shares of HRB stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of H&R Block own?

Based on aggregate information from My MarketBeat watchlists, some other companies that H&R Block investors own include Humana (HUM), American Water Works (AWK), Waste Connections (WCN), Voyager Therapeutics (VYGR), The RMR Group (RMR), DiamondRock Hospitality (DRH) and AUO (AUOTY).

Company Calendar

• Ex-Dividend for 1/6 Dividend: 12/05/2024
• Dividend Payable: 1/06/2025
• Last Earnings: 2/04/2025
• Today: 2/20/2025
• Ex-Dividend for 4/3 Dividend: 3/04/2025
• Dividend Payable: 4/03/2025
• Next Earnings (Estimated): 5/08/2025
• Fiscal Year End: 6/30/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Consumer Discretionary
• Industry: Personal services
• Sub-Industry: Specialized Consumer Services
• Current Symbol: NYSE:HRB
• CUSIP: 09367110
• CIK: 12659
• Web: www.hrblock.com
• Phone: (816) 854-3000
• Fax: 816-854-8500
• Employees: 4,200
• Year Founded: 1955

Price Target and Rating

• Average Stock Price Target: $57.00
• High Stock Price Target: $70.00
• Low Stock Price Target: $44.00
• Potential Upside/Downside: +8.7%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 2 Analysts

Profitability

• EPS (Most Recent Fiscal Year): $3.63
• Trailing P/E Ratio: 14.44
• Forward P/E Ratio: 9.98
• P/E Growth: 0.79
• Net Income: $595.32 million
• Net Margins: 14.71%
• Pretax Margin: 19.69%
• Return on Equity: -179.15%
• Return on Assets: 19.60%

Debt

• Debt-to-Equity Ratio: 16.46
• Current Ratio: 0.73
• Quick Ratio: 0.73

Sales & Book Value

• Annual Sales: $3.61 billion
• Price / Sales: 1.94
• Cash Flow: $5.51 per share
• Price / Cash Flow: 9.52
• Book Value: ($6.52) per share
• Price / Book: -8.04

Miscellaneous

• Outstanding Shares: 133,850,000
• Free Float: 132,109,000
• Market Cap: $7.02 billion
• Optionable: Optionable
• Beta: 0.69