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

Company Overview

H&R Block (NYSE: HRB) is a leading provider of tax preparation services and software solutions, serving individual and small-business clients through a combination of retail offices, online platforms and mobile applications. The company offers assisted tax preparation at its network of retail offices, where clients work with trained tax professionals, as well as do-it-yourself (DIY) software and online filing services designed to guide users through the complexities of federal and state tax returns.

Founded in 1955 by brothers Henry W. Bloch and Richard Bloch in Kansas City, Missouri, H&R Block has grown into one of the most recognized names in the tax services industry. Over the decades, the company has expanded its offerings beyond basic tax preparation to include services such as bookkeeping, payroll support and audit assistance. H&R Block’s tax professionals receive regular training on changing tax laws and regulations, ensuring clients benefit from accurate, up-to-date advice and support.

Today, H&R Block serves millions of taxpayers across the United States, Canada and Australia. Its retail network is complemented by robust digital channels, including an online tax-filing portal and mobile app that enable secure upload of tax documents and real-time access to return status. The company has invested in technology and artificial intelligence to streamline its workflow and enhance the user experience for both in-office and DIY customers.

H&R Block is led by President and Chief Executive Officer Jeff A. Jones, who joined the company in August 2020. Under his leadership, the firm has focused on accelerating digital transformation and expanding its advisory services to meet evolving client needs. The company’s emphasis on combining human expertise with innovative technology positions it to navigate ongoing regulatory changes and maintain its role as a cornerstone of the tax preparation industry.

Key Stats

• Today's Range: $49.93 to $50.52
• 50-Day Range: $49.35 to $56.79
• 52-Week Range: $47.00 to $64.90
• Volume: 2.24 million shs
• Average Volume: 2.13 million shs
• Market Capitalization: $6.75 billion
• P/E Ratio: 11.27
• Dividend Yield: 2.98%
• Price Target: $55.00
• Consensus Rating: Hold

H&R Block Stock Analysis - MarketRank™

H&R Block scored higher than 80% of companies evaluated by MarketBeat, and ranked 76th out of 289 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, 2 hold ratings, and 1 sell rating.

Amount of Analyst Coverage

H&R Block has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 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 11.27, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 270.94.

Price to Earnings Ratio vs. Sector

The P/E ratio of H&R Block is 11.27, which means that it is trading at a less expensive P/E ratio than the Consumer Discretionary sector average P/E ratio of about 18.27.

Price to Earnings Growth Ratio

H&R Block has a PEG Ratio of 0.82. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

H&R Block has a P/B Ratio of 76.31. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

7.94% 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 8.7.

Change versus previous month

Short interest in H&R Block has recently decreased by 5.58%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Yield

H&R Block pays a meaningful dividend of 2.98%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

H&R Block has been increasing its dividend for 9 years.

Dividend Coverage

The dividend payout ratio of H&R Block is 33.56%. 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

7.94% 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 8.7.

Change versus previous month

Short interest in H&R Block has recently decreased by 5.58%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 3.1 / 5
• News Sentiment: 0.56

News Sentiment

H&R Block has a news sentiment score of 0.56. 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 lower news sentiment than the 1.03 average news sentiment score of Consumer Discretionary companies.

News Coverage This Week

MarketBeat has tracked 15 news articles for H&R Block this week, compared to 12 articles on an average week.

Search Interest

3 people have searched for HRB on MarketBeat in the last 30 days. This is an increase of 200% compared to the previous 30 days.

MarketBeat Follows

4 people have added H&R Block to their MarketBeat watchlist in the last 30 days. This is an increase of 300% 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 start of the year. Since then, HRB shares have decreased by 4.7% and is now trading at $50.3640.

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

H&R Block, Inc. (NYSE:HRB) released its quarterly earnings results on Tuesday, August, 12th. The company reported $2.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.81 by $0.54. H&R Block's revenue for the quarter was up 4.6% on a year-over-year basis.
Read the conference call transcript.

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

H&R Block's Board of Directors approved a share repurchase program on Thursday, August 15th 2024, which authorizes the company to buy back $1,500,000,000 in outstanding shares, according to EventVestor. This means that the company could buy up to 16.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company's board believes its stock is undervalued.

Does H&R Block have any subsidiaries?

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

Who are H&R Block's major shareholders?

Top institutional shareholders of H&R Block include State Street Corp (3.15%), Boston Partners (2.42%), Lazard Asset Management LLC (2.38%) and Geode Capital Management LLC (2.13%). Insiders that own company stock include Jeffrey J Jones II, Robert A Gerard, 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 AU Optronics (AUOTY).

Company Calendar

• Record date for 7/3 Dividend: 6/04/2025
• Ex-Dividend for 7/3 Dividend: 6/04/2025
• Dividend Payable: 7/03/2025
• Last Earnings: 8/12/2025
• Today: 9/01/2025
• Record date for 10/6 Dividend: 9/04/2025
• Ex-Dividend for 10/6 Dividend: 9/04/2025
• Dividend Payable: 10/06/2025
• Next Earnings (Estimated): 11/06/2025
• Fiscal Year End: 6/30/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Consumer Discretionary
• Industry: Cons Services - Misc
• Sub-Industry: Specialized Consumer Services
• Current Symbol: NYSE:HRB
• CIK: 12659
• Web: www.hrblock.com
• Phone: (816) 854-3000
• Fax: 816-854-8500
• Employees: 4,300
• Year Founded: 1955

Price Target and Rating

• Average Price Target for H&R Block: $55.00
• High Price Target: $62.00
• Low Price Target: $48.00
• Potential Upside/Downside: +9.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 4 Analysts

Profitability

• EPS (Trailing Twelve Months): $4.47
• Trailing P/E Ratio: 11.27
• Forward P/E Ratio: 9.59
• P/E Growth: 0.82
• Net Income: $605.77 million
• Net Margins: 16.11%
• Pretax Margin: 20.78%
• Return on Equity: -191.38%
• Return on Assets: 21.86%

Debt

• Debt-to-Equity Ratio: 12.86
• Current Ratio: 0.90
• Quick Ratio: 0.90

Sales & Book Value

• Annual Sales: $3.76 billion
• Price / Sales: 1.79
• Cash Flow: $5.68 per share
• Price / Cash Flow: 8.87
• Book Value: $0.66 per share
• Price / Book: 76.31

Miscellaneous

• Outstanding Shares: 133,950,000
• Free Float: 132,206,000
• Market Cap: $6.75 billion
• Optionable: Optionable
• Beta: 0.26