H&R Block, Inc. (NYSE: HRB) is a Consumer Cyclical company in the Personal Products & Services industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 7.71 | EPS (ttm) | 5.74 | Insider Own | 4.18% | Shs Outstand | 126.76M | Perf Week | -1.93% |
| Market Cap | 5.61B | Forward P/E | 6.39 | EPS next Y | 6.92 | Insider Trans | 0.00% | Shs Float | 125.66M | Perf Month | -15.31% |
| Enterprise Value | 6.52B | PEG | 0.49 | EPS next Q | -1.39 | Inst Own | - | Short Float | 13.34% | Perf Quarter | 28.71% |
| Income | 734.00M | P/S | 1.42 | EPS this Y | 7.14% | Inst Trans | - | Short Ratio | 7.59 | Perf Half Y | 43.30% |
| Sales | 3.95B | P/B | 47.94 | EPS next Y | 12.52% | ROA | 22.53% | Short Interest | 16.76M | Perf YTD | 1.54% |
| Book/sh | 0.92 | P/C | 5.85 | EPS next 5Y | 15.61% | ROE | -229.09% | 52W High | 58.67 -24.58% | Perf Year | -13.81% |
| Cash/sh | 7.57 | P/FCF | 7.56 | EPS past 3/5Y | 18.09% 14.48% | ROIC | 35.27% | 52W Low | 28.16 57.14% | Perf 3Y | 13.26% |
| Dividend Est. | 1.84 (4.16%) | EV/EBITDA | 6.17 | Sales past 3/5Y | 4.35% 2.64% | Gross Margin | 60.36% | Volatility | 2.50% 2.79% | Perf 5Y | 78.57% |
| Dividend TTM | 1.72 (3.89%) | EV/Sales | 1.65 | EPS Y/Y TTM | 30.75% | Oper. Margin | 25.83% | ATR (14) | 1.60 | Perf 10Y | 99.59% |
| Dividend Ex-Date | Sep 03, 2026 | Quick Ratio | 1.13 | Sales Y/Y TTM | 4.92% | Profit Margin | 18.59% | RSI (14) | 34.58 | Recom | 2.88 |
| Dividend Gr. 3/5Y | 12.39% 8.86% | Current Ratio | 1.13 | EPS Q/Q | -55.76% | SMA20 | -9.57% | Beta | 0.39 | Target Price | 46.50 |
| Payout | 28.76% | Debt/Eq | 16.01 | Sales Q/Q | 3.06% | SMA50 | -5.45% | Rel Volume | 2.24 | Prev Close | 44.81 |
| Employees | 4,600 | LT Debt/Eq | 16.01 | Earnings | Nov 05 | SMA200 | 13.98% | Avg Volume | 2.13M | Price | 44.25 |
| IPO Date | Feb 21, 1973 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 7.69% 2.40% | Net Debt/EBITDA | 1.08 | Volume | 4,758,767 | Change | -1.25% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-12-26 | Reiterated | Goldman Sachs | Sell | $32 → $33 |
| Aug-12-26 | Reiterated | Barrington Research | Outperform | $50 → $60 |
| Feb-04-26 | Reiterated | Barrington Research | Outperform | $62 → $50 |
| Aug-13-25 | Reiterated | Barrington Research | Outperform | $44 → $62 |
| Aug-16-23 | Reiterated | Barrington Research | Outperform | $48 → $44 |
| Aug-10-22 | Reiterated | Goldman Sachs | Sell | $23 |
| Aug-10-22 | Reiterated | Barrington Research | Outperform | $48 |
| Jul-15-20 | Upgrade | Northcoast Research | Neutral → Buy | |
| Jul-09-19 | Downgrade | Northcoast Research | Buy → Neutral | |
| Jan-31-19 | Downgrade | Goldman Sachs | Neutral → Sell |
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; 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; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
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| Line Item (USD, M) | TTM — | FY 2026 6/30/2026 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 3,946 | 3,945 | 3,761 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 1,564 | 2,196 | 2,086 | — | — | — | — | — | — | |
| Gross Profit | 2,381 | 1,749 | 1,675 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 588 | 841 | 847 | — | — | — | — | — | — | |
| Research and Development | 119 | 0 | 119 | — | — | — | — | — | — | |
| Other Operating Expense | 655 | 2,197 | -119 | — | — | — | — | — | — | |
| Operating Income | 1,020 | -1,289 | 828 | — | — | — | — | — | — | |
| Interest Expense | 80 | 81 | 78 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -84 | 2,223 | 32 | — | — | — | — | — | — | |
| Net Income Before Taxes | 854 | 854 | 781 | — | — | — | — | — | — | |
| Income Taxes | 118 | 118 | 172 | — | — | — | — | — | — | |
| Consolidated Net Income | 734 | 734 | 606 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 736 | 736 | 609 | — | — | — | — | — | — | |
| Net Income | 734 | 734 | 606 | — | — | — | — | — | — | |
| EPS (Recurring) | 5.80 | 5.78 | 4.52 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 5.80 | 5.78 | 4.52 | — | — | — | — | — | — | |
| EPS (Diluted) | 5.74 | 5.78 | 4.39 | — | — | — | — | — | — | |
| EBITDA | 1,057 | 934 | 976 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 7.71 | 6.59 | 12.50 | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.42 | 1.23 | 1.96 | — | — | — | — | — | — | |
| Gross Margin | 60.34 | 44.33 | 44.54 | — | — | — | — | — | — | |
| Operating Margin | 25.85 | -32.67 | 22.02 | — | — | — | — | — | — | |
| Net Margin | 18.60 | 18.61 | 16.11 | — | — | — | — | — | — | |
| Shares Outstanding | 127 | 127 | 134 | — | — | — | — | — | — | |
| Market Capitalization | 5,620 | 4,836 | 7,355 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Jones Jeffrey J II | President & CEO | Nov 19 '25 | Option Exercise | 29.73 | 128,818 | 3,829,759 | 1,035,131 | Nov 20 |
| Jones Jeffrey J II | President & CEO | Nov 19 '25 | Sale | 44.54 | 128,818 | 5,738,121 | 861,313 | Nov 20 |
| Jones Jeffrey J II | President & CEO | Nov 12 '25 | Option Exercise | 29.73 | 145,087 | 4,313,437 | 1,082,762 | Nov 14 |
| Jones Jeffrey J II | President & CEO | Nov 12 '25 | Sale | 46.46 | 176,449 | 8,198,173 | 906,313 | Nov 14 |
| Jones Jeffrey J II | President & CEO | Apr 16 '25 | Sale | 63.28 | 53,810 | 3,405,097 | 844,790 | Apr 18 |
| Logerwell Kellie J | VP & Chief Acct Officer | Sep 16 '24 | Sale | 64.41 | 8,000 | 515,281 | 18,474 | Sep 17 |
| Jones Jeffrey J II | President & CEO | Sep 03 '24 | Sale | 63.07 | 9,722 | 613,167 | 893,169 | Sep 04 |
| Redler Dara S | Chief Legal Officer | Aug 19 '24 | Sale | 64.10 | 9,100 | 583,310 | 22,066 | Aug 20 |
| Logerwell Kellie J | VP & Chief Acct Officer | Aug 19 '24 | Sale | 65.00 | 9,846 | 639,990 | 25,028 | Aug 20 |
| Bowen Tony G | Chief Financial Officer | Aug 19 '24 | Sale | 65.17 | 79,259 | 5,165,594 | 90,095 | Aug 20 |
| Jones Jeffrey J II | President & CEO | Jul 01 '24 | Sale | 54.55 | 44,975 | 2,453,197 | 712,386 | Jul 01 |
| Jones Jeffrey J II | President & CEO | Feb 23 '24 | Sale | 49.21 | 85,921 | 4,228,593 | 755,359 | Feb 23 |
| Jones Jeffrey J II | President & CEO | Feb 15 '24 | Sale | 48.02 | 14,938 | 717,353 | 841,280 | Feb 20 |
| Bowen Tony G | Chief Financial Officer | Nov 27 '23 | Sale | 47.10 | 46,892 | 2,208,510 | 125,591 | Nov 27 |
| Logerwell Kellie J | VP & Chief Acct Officer | Sep 11 '23 | Sale | 39.61 | 8,000 | 316,845 | 27,721 | Sep 12 |