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Screen

HRB

QT63H&R Block, Inc.
NYSE·Consumer Cyclical·Personal Products & Services·USA
Latest market price
34.38
-0.94-2.66%
OverviewShort InterestFilings
HRBQT63H&R Block, Inc.·NYSE
OverviewShort InterestFilings
34.38-2.66%
TA
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ROL-0.38%$44.96SCI+0.07%$72.62FTDR+4.10%$71.56CVSA+1.47%$119.07BFAM+0.48%$64.32CSV+0.66%$38.16
Snapshot
Index-P/E6.19EPS (ttm)5.60Insider Own4.12%Shs Outstand
126.76M
Perf Week-4.21%
Market Cap4.48BForward P/E5.90EPS next Y5.82Insider Trans0.00%Shs Float-Perf Month-11.41%
Enterprise Value5.62BPEG0.18EPS next Q2.23Inst Own-Short Float-Perf Quarter11.33%
Income723.96MP/S1.14EPS this Y-7.86%Inst Trans-Short Ratio-Perf Half Y-21.02%
Sales3.91BP/B-EPS next Y12.84%ROA21.80%Short Interest-Perf YTD-21.11%
Book/sh-0.19P/C5.46EPS next 5Y22.47%ROE-225.85%52W High57.55 -40.26%Perf Year-37.60%
Cash/sh7.00P/FCF5.88EPS past 3/5Y-ROIC38.83%52W Low28.16 22.09%Perf 3Y-
Dividend Est.1.68 (4.89%)EV/EBITDA5.35Sales past 3/5Y2.79% 7.33%Gross Margin54.48%Volatility2.12% 2.39%Perf 5Y-
Dividend TTM1.68 (4.89%)EV/Sales1.44EPS Y/Y TTM11.89%Oper. Margin26.18%ATR (14)1.37Perf 10Y-
Dividend Ex-DateJun 03, 2026Quick Ratio1.00Sales Y/Y TTM8.37%Profit Margin18.90%RSI (14)39.42Recom2.88
Dividend Gr. 3/5Y12.39% 8.86%Current Ratio1.00EPS Q/Q-6.36%SMA20-8.36%Beta-0.13Target Price41.00
Payout28.13%Debt/Eq-83.12Sales Q/Q5.31%SMA50-1.42%Rel Volume1.30Prev Close35.32
Employees4,200LT Debt/Eq20.10EarningsAug 11SMA200-14.42%Avg Volume2.55MPrice34.38
IPO DateFeb 13, 1962Option/ShortYes / YesEPS/Sales Surpr.6.12% 6.42%Net Debt/EBITDA1.09Volume3,310,247Change-2.66%
Analyst Ratings
DateActionAnalystRatingTarget
Feb-04-26ReiteratedBarrington$62 → $50
Aug-13-25ReiteratedBarrington$70 → $62
Aug-16-23ReiteratedBarrington$48 → $44
Aug-10-22ReiteratedBarrington$48
Aug-10-22ReiteratedGoldman SachsSell$23
Jul-15-20UpgradeNorthcoast ResearchNeutral → Buy
Jul-09-19DowngradeNorthcoast ResearchBuy → Neutral
Jan-31-19DowngradeGoldman SachsNeutral → Sell
Nov-28-16DowngradeBTIG ResearchNeutral → Sell
Nov-28-16DowngradeBTIGNeutral → Sell
Latest News
Jun-18-26
Jun-18-2610:20AM
H&R Block Inc (NYSE:HRB): A Decent Value Play with Strong FundamentalsChartMill
Jun-17-26
Jun-17-2610:28AM
1 Cash-Producing Stock Worth Investigating and 2 We Brush OffYahoo
Jun-16-26
Jun-16-2601:07AM
Intuit Stock's Real Growth Story Isn't The One You're WatchingYahoo
Jun-15-26
Jun-15-2605:40PM
Winners And Losers Of Q1: H&R Block (NYSE:HRB) Vs The Rest Of The Consumer Discretionary - Specialized Consumer Services StocksYahoo
10:10AM
H&R Block Inc (NYSE:HRB) Proves Its Quality in the 'Caviar Cruise' ScreenChartMill
Jun-11-26
Jun-11-2604:00PM
H&R Block (HRB) Upgraded to Strong Buy: Here's WhyYahoo
07:41AM
Best Growth Stocks to Buy for June 11thYahoo
Company
Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
6/30/2025
FY 2024
6/30/2024
FY 2023
6/30/2023
FY 2022
6/30/2022
FY 2021
6/11/2021
FY 2020
7/31/2020
FY 2019
4/30/2019
FY 2018
4/30/2018
Total Revenue3,9123,7613,610
Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A1,7812,0861,992
Gross Profit2,1311,6751,619
Selling, General and Administrative Excl. Other785847814
Research and Development58119109
Other Operating Expense264-119-109
Operating Income1,024828805
Interest Expense807879
Unusual Expense
———
Non-Operating Income (Expense)94-32-36
Net Income Before Taxes849781762
Income Taxes106172164
Consolidated Net Income739606595
Net Income From Continuing Operations742609598
Net Income739606595
EPS (Recurring)5.634.524.18
EPS (Basic, Before Extraordinaries)5.634.524.18
EPS (Diluted)5.604.394.12
EBITDA1,049976963
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio6.1412.50—
Price To Sales Ratio1.131.96—
Gross Margin54.4744.5444.85
Operating Margin26.1822.0222.30
Net Margin18.8916.1116.48
Shares Outstanding129134142
Market Capitalization4,4357,355—
Operating Lease Expense
———
Insider Trading Volume
$36.52$32.45$28.37$24.29$20.22● Close Price0.00M3.48M6.97M10.45M13.94MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Jones Jeffrey J IIPresident & CEONov 19 '25Option Exercise29.73257,6367,659,5181,035,131Nov 20 12:00 AM
Jones Jeffrey J IIPresident & CEONov 19 '25Sale44.54128,8185,738,121861,313Nov 20 12:00 AM
Jones Jeffrey J IIPresident & CEONov 12 '25Option Exercise29.73290,1748,626,8741,082,762Nov 14 12:00 AM
Jones Jeffrey J IIPresident & CEONov 12 '25Sale46.46176,4498,198,173906,313Nov 14 12:00 AM
Jones Jeffrey J IIPresident & CEOApr 16 '25Sale63.2853,8103,405,097844,790Apr 18 12:00 AM
Logerwell Kellie JVP & Chief Acct OfficerSep 16 '24Sale64.418,000515,28118,474Sep 17 12:00 AM
Jones Jeffrey J IIPresident & CEOSep 03 '24Sale63.079,722613,167893,169Sep 04 12:00 AM
Logerwell Kellie JVP & Chief Acct OfficerAug 19 '24Sale65.009,846639,99025,028Aug 20 12:00 AM
Bowen Tony GChief Financial OfficerAug 19 '24Sale65.1779,2595,165,59490,095Aug 20 12:00 AM
Redler Dara SChief Legal OfficerAug 19 '24Sale64.109,100583,31022,066Aug 20 12:00 AM
Jones Jeffrey J IIPresident & CEOJul 01 '24Sale54.5544,9752,453,197712,386Jul 01 12:00 AM
Jones Jeffrey J IIPresident & CEOFeb 23 '24Sale49.2185,9214,228,593755,359Feb 23 12:00 AM
Jones Jeffrey J IIPresident & CEOFeb 15 '24Sale48.0214,938717,353841,280Feb 20 12:00 AM
Bowen Tony GChief Financial OfficerNov 27 '23Sale47.1046,8922,208,510125,591Nov 27 12:00 AM
Logerwell Kellie JVP & Chief Acct OfficerSep 11 '23Sale39.618,000316,84527,721Sep 12 12:00 AM
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