About H&R Block (NYSE:HRB)
H&R Block, Inc. (H&R Block), through its subsidiaries, provides tax preparation and other services. The Company provides assisted income tax return preparation, digital do-it-yourself (DIY) tax solutions and other services and products related to income tax return preparation to the general public primarily in the United States, Canada, Australia and their respective territories. Assisted income tax return preparation and related services are provided by tax professionals through a system of retail offices operated directly by the Company or its franchisees. It offers tax support, planning, and business accounting and advisory services to its clients. The Company offers a range of online tax services, including preparation of federal and state income tax returns, review of tax returns by a tax professional, access to tax tips, advice and tax-related news, use of calculators for tax planning, error checking and electronic filing.
Industry, Sector and Symbol:
- Sector: Consumer Discretionary
- Industry: Accounting & Tax Preparation
- Sub-Industry: Specialized Consumer Services
- Symbol: NYSE:HRB
- CUSIP: 09367110
- Web: www.hrblock.com
- Market Cap: $5.38 billion
- Outstanding Shares: 209,060,000
- 50 Day Moving Avg: $25.96
- 200 Day Moving Avg: $27.45
- 52 Week Range: $19.85 - $31.80
Sales & Book Value:
- Trailing P/E Ratio: 13.57
- Foreward P/E Ratio: 12.55
- P/E Growth: 1.30
- Annual Revenue: $3.05 billion
- Price / Sales: 1.76
- Book Value: ($1.02) per share
- Price / Book: -25.22
- Annual Dividend: $0.96
- Dividend Yield: 3.8%
- EBITDA: $900.03 million
- Net Margins: 13.19%
- Return on Equity: -101.42%
- Return on Assets: 17.46%
- Debt-to-Equity Ratio: -6.97%
- Current Ratio: 1.48%
- Quick Ratio: 1.48%
- Average Volume: 2.68 million shs.
- Beta: 0.55
- Short Ratio: 8.8
Frequently Asked Questions for H&R Block (NYSE:HRB)
What is H&R Block's stock symbol?
H&R Block trades on the New York Stock Exchange (NYSE) under the ticker symbol "HRB."
How often does H&R Block pay dividends? What is the dividend yield for H&R Block?
H&R Block declared a quarterly dividend on Monday, August 21st. Investors of record on Wednesday, September 13th will be given a dividend of $0.24 per share on Monday, October 2nd. This represents a $0.96 dividend on an annualized basis and a yield of 3.73%. The ex-dividend date of this dividend is Tuesday, September 12th. View H&R Block's Dividend History.
How were H&R Block's earnings last quarter?
H&R Block, Inc. (NYSE:HRB) released its quarterly earnings data on Tuesday, August, 29th. The company reported ($0.62) EPS for the quarter, hitting analysts' consensus estimates of ($0.62). The firm earned $138 million during the quarter, compared to analyst estimates of $129.33 million. H&R Block had a negative return on equity of 101.42% and a net margin of 13.19%. H&R Block's revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.56) earnings per share. View H&R Block's Earnings History.
When will H&R Block make its next earnings announcement?
Where is H&R Block's stock going? Where will H&R Block's stock price be in 2017?
8 equities research analysts have issued 12-month price targets for H&R Block's shares. Their predictions range from $19.00 to $32.00. On average, they anticipate H&R Block's stock price to reach $26.67 in the next year. View Analyst Ratings for H&R Block.
What are analysts saying about H&R Block stock?
Here are some recent quotes from research analysts about H&R Block stock:
- 1. According to Zacks Investment Research, "H&R Block beat first-quarter fiscal 2018 earnings estimates by a penny. The company remains focused on expanding its client base and lowering operating costs through stringent cost-cutting initiatives to drive future growth. H&R Block is also concentrating on its core businesses and divested non-core units to improve liquidity. The company made several enhancements to its online digital tax software to improve monetization and conversion. However, H&R Block has underperformed the industry year to date. The company continues to face unfavorable foreign currency translation and employment-related lawsuits. Moreover, its debt-to-equity ratio compares unfavorably with the sector average. Additionally, the cash position of the company is fluctuating in nature. In addition, it uses multiple digital technologies to collect, transmit, and store high volumes of personal client information, which increases information security risks." (9/13/2017)
- 2. BTIG Research analysts commented, "Unveils Tax Reform Plan Prioritizing Simplification A few hours after U.S. Treasury Secretary Steven Mnuchin and White House chief economic advisor Gary Cohn outlined the elements of the Trump Administration’s new tax reform plan – a proposal that prioritizes tax simplification that threatens to undermine the business models of tax preparation firms, in our view – H&R Block (HRB) yesterday after the market close reported its preliminary results for the full 2017 tax season. HRB’s report was somewhat promising on the surface insofar as its total 2017 tax season return volume was down by just 0.1%, significantly less than the declines that the company had posted during each of the past four years. Management emphasized that the results implied that HRB had enjoyed market-share gains during the season given the IRS’s reported decline of 0.3%. HRB’s assisted return volume declined by 2.5% during the season while its online, do-it-yourself (DIY) return volume increased by 6.8%. HRB stated that it expects to report an EBITDA margin of approximately 28% when it releases its 1Q17 and FY17 results on June 13. That margin would be slightly above our original estimate of 27.8%." (5/1/2017)
Who are some of H&R Block's key competitors?
Some companies that are related to H&R Block include Viacom (VIAB), Intercontinental Hotels Group (IHG), Shaw Communications (SJR), PVH Corp. (PVH), Electrolux AB (ELUXY), China Lodging Group, Limited (HTHT), ITV PLC. (ITVPY), Vail Resorts (MTN), Snap-On Incorporated (SNA), Live Nation Entertainment (LYV), UbiSoft Entertainment (UBSFY), Liberty Media Corporation (FWONK), Hanesbrands (HBI), Man Wah Holdings Ltd (MAWHY), Liberty Media Corporation (FWONA), News Corporation (NWS), News Corporation (NWSA) and lululemon athletica inc. (LULU).
Who are H&R Block's key executives?
H&R Block's management team includes the folowing people:
- Robert A. Gerard, Independent Chairman of the Board
- Jeffrey J. Jones II, President, Chief Executive Officer
- Tony G. Bowen, Chief Financial Officer
- Kathryn M. Collins, Senior Vice President, Chief Marketing Officer
- Kellie J. Logerwell, Chief Accounting Officer
- Thomas A. Gerke, Chief Administrative Officer, General Counsel
- Angela N. Archon, Independent Director
- Paul J. Brown, Independent Director
- Richard A. Johnson, Independent Director
- David Baker Lewis, Independent Director
Who owns H&R Block stock?
H&R Block's stock is owned by a number of of retail and institutional investors. Top institutional investors include APG Asset Management N.V. (1.94%), Robeco Institutional Asset Management B.V. (0.25%), Endurance Wealth Management Inc. (0.07%), Meeder Asset Management Inc. (0.03%), State Treasurer State of Michigan (0.03%) and Assenagon Asset Management S.A. (0.02%). Company insiders that own H&R Block stock include David B Lewis, Gregory J Macfarlane, James F Wright, Jeffrey Brown, Kathryn M Collins, Kellie J Logerwell, Paul J Brown, Robert A Gerard, Tom D Seip and William C Cobb. View Institutional Ownership Trends for H&R Block.
Who sold H&R Block stock? Who is selling H&R Block stock?
H&R Block's stock was sold by a variety of institutional investors in the last quarter, including Denali Advisors LLC, Endurance Wealth Management Inc. and State Treasurer State of Michigan. Company insiders that have sold H&R Block stock in the last year include David B Lewis, James F Wright, Kathryn M Collins, Kellie J Logerwell, Tom D Seip and William C Cobb. View Insider Buying and Selling for H&R Block.
Who bought H&R Block stock? Who is buying H&R Block stock?
H&R Block's stock was purchased by a variety of institutional investors in the last quarter, including APG Asset Management N.V., Robeco Institutional Asset Management B.V., Assenagon Asset Management S.A., Meeder Asset Management Inc., Oakbrook Investments LLC and Mutual of America Capital Management LLC. Company insiders that have bought H&R Block stock in the last two years include Gregory J Macfarlane, Paul J Brown and Robert A Gerard. View Insider Buying and Selling for H&R Block.
How do I buy H&R Block stock?
Shares of H&R Block can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is H&R Block's stock price today?
MarketBeat Community Rating for H&R Block (NYSE HRB)MarketBeat's community ratings are surveys of what our community members think about H&R Block and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
One share of H&R Block stock can currently be purchased for approximately $25.72.
Consensus Ratings for H&R Block (NYSE:HRB) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|Ratings Breakdown: ||1 Sell Rating, 6 Hold Ratings, 1 Buy Rating|
|Consensus Rating:||Hold (Score: 2.00)|
|Consensus Price Target: ||$26.67 (3.68% upside)|Consensus Price Target History for H&R Block (NYSE:HRB)
Analysts' Ratings History for H&R Block (NYSE:HRB)
(Data available from 10/22/2015 forward)
|Date||Firm||Action||Rating||Price Target||Impact on Share Price||Details|
|10/13/2017||BMO Capital Markets||Reiterated Rating||Hold||$27.00||N/A|
|8/31/2017||Oppenheimer Holdings, Inc.||Reiterated Rating||Market Perform||Low|
|8/30/2017||Northcoast Research||Reiterated Rating||Neutral||Low|
|8/30/2017||Credit Suisse Group||Reiterated Rating||Neutral||$29.00 -> $30.00||High|
|8/29/2017||BTIG Research||Reiterated Rating||Sell||$19.00||Medium|
|6/19/2017||Barrington Research||Boost Price Target||Outperform||$28.00 -> $32.00||Low|
|6/14/2017||Morgan Stanley||Boost Price Target||Equal Weight||$24.00 -> $27.00||High|
|8/31/2016||Piper Jaffray Companies||Reiterated Rating||Overweight||$29.00 -> $28.00||N/A|
|5/3/2016||Sterne Agee CRT||Initiated Coverage||Neutral||$33.00||N/A|
Earnings History for H&R Block (NYSE:HRB)Earnings History by Quarter for H&R Block (NYSE HRB)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|8/29/2017||Q1 2018||($0.62)||($0.62)||$129.33 million||$138.00 million||View||N/A|
|6/13/2017||Q4 17||$3.53||$3.76||$2.32 billion||$2.33 billion||View||N/A|
|3/7/2017||Q3 2017||($0.52)||($0.49)||$427.47 million||$452.00 million||View||Listen|
|12/7/2016||Q2 2017||($0.68)||($0.67)||$126.93 million||$131.30 million||View||N/A|
|8/30/2016||Q1||($0.53)||($0.55)||$130.69 million||$125.19 million||View||Listen|
|6/9/2016||Q4||$3.15||$3.16||$2.28 billion||$2.30 billion||View||N/A|
|3/3/2016||Q316||($0.24)||($0.34)||$501.78 million||$475.00 million||View||N/A|
|12/7/2015||Q216||($0.48)||($0.51)||$132.13 million||$128.00 million||View||N/A|
|9/1/2015||Q1||($0.40)||($0.35)||$136.44 million||$137.72 million||View||N/A|
|6/8/2015||Q415||$2.70||$2.73||$2.31 billion||$2.30 billion||View||N/A|
|3/4/2015||Q315||($0.28)||($0.13)||$528.10 million||$509.00 million||View||N/A|
|12/8/2014||Q215||($0.42)||($0.45)||$145.22 million||$134.63 million||View||N/A|
|9/3/2014||Q115||($0.40)||($0.40)||$130.18 million||$134.00 million||View||N/A|
|6/11/2014||Q414||$3.23||$3.36||$2.49 billion||$3.02 billion||View||N/A|
|3/6/2014||Q314||($0.11)||($0.77)||$519.31 million||$199.80 million||View||N/A|
|12/10/2013||Q2||($0.37)||($0.42)||$137.85 million||$134.00 million||View||Listen|
|9/3/2013||Q1 2014||($0.37)||($0.42)||$98.40 million||$127.00 million||View||Listen|
|6/12/2013||Q4 2013||$2.61||$2.54||$2.27 billion||$2.20 billion||View||Listen|
|3/7/2013||Q3 2013||($0.03)||($0.22)||$563.60 million||$472.00 million||View||Listen|
|9/5/2012||Q113||($0.39)||($0.38)||$101.15 million||$96.00 million||View||N/A|
Earnings Estimates for H&R Block (NYSE:HRB)
2017 EPS Consensus Estimate: $1.70
2018 EPS Consensus Estimate: $1.98
(Data provided by Zacks Investment Research)
|Quarter||Number of Estimates||Low Estimate||High Estimate||Average Estimate|
Current Dividend Information for H&R Block (NYSE:HRB)
|Most Recent Dividend:||10/2/2017|
|Dividend Growth:||1.60% (3 Year Average)|
|Payout Ratio:||49.48% (Trailing 12 Months of Earnings) |
48.73% (Based on This Year's Estimates)
46.83% (Based on Next Year's Estimates)
Dividend History by Quarter for H&R Block (NYSE HRB)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for H&R Block (NYSE:HRB)
Insider Ownership Percentage: 0.63%Insider Trades by Quarter for H&R Block (NYSE:HRB)
Institutional Ownership Percentage: 90.13%
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|7/18/2017||Kathryn M Collins||SVP||Sell||2,931||$30.35||$88,955.85|| |
|7/14/2017||Kellie J Logerwell||VP||Sell||800||$30.71||$24,568.00|| |
|6/30/2017||William C Cobb||Insider||Sell||300,700||$31.11||$9,354,777.00|| |
|6/28/2017||James F Wright||Director||Sell||10,000||$30.67||$306,700.00|| |
|6/28/2017||William C Cobb||Insider||Sell||387,740||$31.19||$12,093,610.60|| |
|6/21/2017||William C Cobb||Insider||Sell||750,000||$30.40||$22,800,000.00|| |
|6/20/2017||Kathryn M Collins||SVP||Sell||7,000||$30.36||$212,520.00|| |
|6/19/2017||David B Lewis||Director||Sell||8,000||$30.01||$240,080.00|| |
|6/15/2017||Tom D Seip||Director||Sell||6,300||$29.84||$187,992.00|| |
|9/1/2016||Gregory J Macfarlane||SVP||Buy||4,618||$21.65||$99,979.70|| |
|6/30/2016||Jeffrey Brown||Insider||Sell||16,067||$22.86||$367,291.62|| |
|6/27/2016||Jeffrey Brown||Insider||Sell||105,896||$21.83||$2,311,709.68|| |
|6/16/2016||Robert A Gerard||Director||Buy||2,000||$23.33||$46,660.00|| |
|6/13/2016||Paul J Brown||Director||Buy||2,500||$23.97||$59,925.00|| |
|12/29/2015||Gregory J. Macfarlane||CFO||Sell||265,778||$33.51||$8,906,220.78|| |
|12/16/2015||Jeffrey Brown||insider||Sell||50,000||$33.30||$1,665,000.00|| |
|6/30/2015||David B Lewis||Director||Sell||8,000||$29.50||$236,000.00|| |
|6/23/2015||Tom D Seip||Director||Sell||7,463||$31.30||$233,591.90|| |
|1/16/2015||Jeffrey Brown||Insider||Sell||7,680||$32.00||$245,760.00|| |
|7/25/2014||Jeffrey Brown||Insider||Sell||5,000||$32.52||$162,600.00|| |
|6/14/2013||Tom D Seip||Director||Sell||6,054||$28.62||$173,265.48|| |
Headline Trends for H&R Block (NYSE:HRB)
Latest Headlines for H&R Block (NYSE:HRB)
Loading headlines, please wait.
H&R Block (HRB) Chart for Sunday, October, 22, 2017