H & R Block Company Profile (NYSE:HRB)

About H & R Block

H & R Block logoH&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: Personal Services
  • Sub-Industry: Specialized Consumer Services
  • Exchange: NYSE
  • Symbol: HRB
  • CUSIP: 09367110
Key Metrics:
  • Previous Close: $20.05
  • 50 Day Moving Average: $22.02
  • 200 Day Moving Average: $22.75
  • 52-Week Range: $207,116,000.00 - $19.18
  • Trailing P/E Ratio: 12.88
  • Foreward P/E Ratio: 11.59
  • P/E Growth: 1.24
  • Market Cap: $4.15B
  • Outstanding Shares: 207,116,000
  • Beta: 0.57
Profitability:
  • Net Margins: 11.52%
  • Return on Equity: -115.26%
  • Return on Assets: 14.68%
Debt:
  • Debt-to-Equity Ratio: -3.53%
  • Current Ratio: 1.62%
  • Quick Ratio: 1.62%
Additional Links:
Companies Related to H & R Block:

Analyst Ratings

Consensus Ratings for H & R Block (NYSE:HRB) (?)
Ratings Breakdown: 1 Sell Rating, 6 Hold Ratings, 2 Buy Ratings
Consensus Rating:Hold (Score: 2.11)
Consensus Price Target: $25.63 (27.81% upside)

Analysts' Ratings History for H & R Block (NYSE:HRB)
Show:
DateFirmActionRatingPrice TargetDetails
12/19/2016Credit Suisse GroupReiterated RatingHold$24.00View Rating Details
12/11/2016BTIG ResearchReiterated RatingSell$18.00View Rating Details
12/9/2016Oppenheimer Holdings, Inc.Reiterated RatingMarket PerformView Rating Details
12/9/2016WedbushReiterated RatingNeutral$25.00View Rating Details
11/16/2016Morgan StanleyDowngradeOverweight -> Equal Weight$26.00 -> $25.00View Rating Details
8/31/2016Piper Jaffray CompaniesReiterated RatingOverweight$29.00 -> $28.00View Rating Details
8/31/2016BMO Capital MarketsBoost Price TargetMarket Perform$23.00 -> $24.00View Rating Details
8/25/2016MacquarieInitiated CoverageOutperform$28.00View Rating Details
5/3/2016Sterne Agee CRTInitiated CoverageNeutral$33.00View Rating Details
9/4/2015Barrington ResearchBoost Price TargetOutperform$37.00 -> $40.00View Rating Details
(Data available from 2/27/2015 forward)

Earnings

Earnings History for H & R Block (NYSE:HRB)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
3/1/2017        
12/7/2016Q2 2017($0.68)($0.67)$126.93 million$131.30 millionViewN/AView Earnings Details
8/30/2016Q1($0.53)($0.55)$125.00 millionViewListenView Earnings Details
6/9/2016Q4$3.15$3.16$2.30 billionViewN/AView Earnings Details
3/3/2016Q316($0.24)($0.34)$501.78 million$475.00 millionViewN/AView Earnings Details
12/7/2015Q216($0.48)($0.51)$132.13 million$128.00 millionViewN/AView Earnings Details
9/1/2015Q1($0.40)($0.35)$138.00 millionViewN/AView Earnings Details
6/8/2015Q415$2.70$2.73$2.31 billion$2.30 billionViewN/AView Earnings Details
3/4/2015Q315($0.18)($0.13)$528.10 million$509.00 millionViewN/AView Earnings Details
12/8/2014Q215($0.42)($0.45)$135.00 millionViewN/AView Earnings Details
9/3/2014Q115($0.40)($0.40)$130.18 million$134.00 millionViewN/AView Earnings Details
6/11/2014Q414$3.23$1.67$2.49 billion$3.02 billionViewN/AView Earnings Details
3/6/2014Q314($0.11)($0.77)$519.31 million$199.80 millionViewN/AView Earnings Details
12/10/2013Q2($0.37)($0.42)$137.85 million$134.00 millionViewListenView Earnings Details
9/3/2013Q1 2014($0.37)($0.42)$98.40 million$127.00 millionViewListenView Earnings Details
6/12/2013Q4 2013$2.61$2.54$2.27 billion$2.20 billionViewListenView Earnings Details
3/7/2013Q3 2013($0.03)($0.22)$563.60 million$472.00 millionViewListenView Earnings Details
12/6/2012-0.37($0.37)$137.26 millionViewN/AView Earnings Details
9/5/2012Q113($0.39)($0.38)$101.15 million$96.00 millionViewN/AView Earnings Details
6/26/2012$2.02$1.99ViewN/AView Earnings Details
3/7/2012$0.04($0.01)ViewN/AView Earnings Details
12/1/2011($0.35)($0.38)ViewN/AView Earnings Details
9/1/2011($0.40)($0.37)ViewN/AView Earnings Details
6/23/2011$2.12$2.14ViewN/AView Earnings Details
3/9/2011$0.14ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for H & R Block (NYSE:HRB)
Current Year EPS Consensus Estimate: $1.62 EPS
Next Year EPS Consensus Estimate: $1.73 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20164($0.29)($0.21)($0.25)
Q2 20165$2.92$3.25$3.12
Q3 20161($0.54)($0.54)($0.54)
Q4 20164$2.79$3.17$3.04
Q1 20174($0.60)($0.48)($0.55)
Q2 20174($0.70)($0.65)($0.68)
Q3 20174($0.50)($0.43)($0.47)
Q4 20174$3.34$3.50$3.43
Q1 20182($0.69)($0.60)($0.65)
Q2 20182($0.76)($0.76)($0.76)
Q3 20182($0.50)($0.42)($0.46)
Q4 20182$3.57$3.74$3.66
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for H & R Block (NYSE:HRB)
Annual Dividend:$0.88
Dividend Yield:4.39%
Dividend Growth:1.60% (3 Year Average)
Payout Ratio:57.14% (Based on Trailing 12 Months of Earnings)
54.32% (Based on Current Year Consensus EPS Estimate)
50.87% (Based on Next Year Consensus EPS Estimate)

Dividend History for H & R Block (NYSE:HRB)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
11/10/2016quarterly$0.223.85%12/1/201612/5/20161/3/2017
8/25/2016quarterly$0.223.63%9/12/20169/14/201610/3/2016
6/9/2016quarterly$0.223.63%6/16/20166/20/20167/1/2016
3/2/2016quarterly$0.202.43%3/11/20163/15/20164/1/2016
11/5/2015quarterly$0.202.15%12/3/201512/7/20151/4/2016
8/20/2015quarterly$0.202.42%9/4/20159/9/201510/1/2015
5/7/2015quarterly$0.202.58%6/11/20156/15/20157/1/2015
3/4/2015quarterly$0.202.5%3/12/20153/16/20154/1/2015
11/6/2014quarterly$0.202.45%12/4/201412/8/20141/2/2015
8/21/2014quarterly$0.202.37%9/5/20149/9/201410/1/2014
5/8/2014quarterly$0.202.86%6/12/20146/16/20147/1/2014
3/5/2014quarterly$0.202.58%3/13/20143/17/20144/1/2014
11/12/2013quarterly$0.202.85%12/5/201312/9/20131/2/2014
8/22/2013quarterly$0.202.76%9/6/20139/10/201310/1/2013
5/30/2013quarterly$0.202.73%6/13/20136/17/20137/1/2013
3/6/2013quarterly$0.203.2%3/14/20133/18/20134/1/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for H & R Block (NYSE:HRB)
Insider Ownership Percentage: 1.30%
Institutional Ownership Percentage: 96.63%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
9/1/2016Gregory J MacfarlaneSVPBuy4,618$21.65$99,979.70View SEC Filing  
6/30/2016Jeffrey BrownInsiderSell16,067$22.86$367,291.62View SEC Filing  
6/27/2016Jeffrey BrownInsiderSell105,896$21.83$2,311,709.68View SEC Filing  
6/16/2016Robert A GerardDirectorBuy2,000$23.33$46,660.00View SEC Filing  
6/13/2016Paul J BrownDirectorBuy2,500$23.97$59,925.00View SEC Filing  
12/29/2015Gregory J. MacfarlaneCFOSell265,778$33.51$8,906,220.78View SEC Filing  
12/16/2015Jeffrey BrowninsiderSell50,000$33.30$1,665,000.00View SEC Filing  
6/30/2015David B LewisDirectorSell8,000$29.50$236,000.00View SEC Filing  
6/23/2015Tom D SeipDirectorSell7,463$31.30$233,591.90View SEC Filing  
1/16/2015Jeffrey BrownInsiderSell7,680$32.00$245,760.00View SEC Filing  
7/25/2014Jeffrey BrownInsiderSell5,000$32.52$162,600.00View SEC Filing  
6/14/2013Tom D SeipDirectorSell6,054$28.62$173,265.48View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for H & R Block (NYSE:HRB)
DateHeadline
fool.com logoThe Best Way to Do Your Taxes? Ask Watson! (NYSE:HRB)
www.fool.com - February 25 at 5:29 PM
News IconAre Analysts Optimistic About Where H&R Block, Inc. (NYSE:HRB) is Heading? - Winfield Review (NYSE:HRB)
winfieldreview.com - February 25 at 6:40 AM
News IconH&R Block, Inc. (HRB) Analyst Opinion And Outlook | Post Analyst - Post Analyst (NYSE:HRB)
postanalyst.com - February 25 at 6:40 AM
News IconLookout for Price Target? H&R Block, Inc. (HRB), Zayo Group Holdings, Inc. (ZAYO) - StockNewsJournal (NYSE:HRB)
www.stocknewsjournal.com - February 25 at 6:40 AM
News IconFiscal Year Earnings Estimate on Tempur Sealy International, Inc.(TPX) (NYSE:HRB)
mundoaguaysaneamiento.net - February 24 at 7:00 PM
News IconInvestor Gauge: Looking at the Levels for H&R Block, Inc. (NYSE:HRB) - Rives Journal (NYSE:HRB)
rivesjournal.com - February 23 at 5:44 PM
News IconChecking the Overall Picture for H&R Block, Inc. (HRB) - StockNewsJournal (NYSE:HRB)
www.stocknewsjournal.com - February 23 at 5:44 PM
4-traders.com logoH & R Block : &R Block offers five free tax preparation options to coose from (NYSE:HRB)
www.4-traders.com - February 23 at 3:54 AM
4-traders.com logoH & R Block : NARFE Wilmington Chapter 337 (NYSE:HRB)
www.4-traders.com - February 22 at 10:54 PM
4-traders.com logoH & R Block : One Week Left to File Federal 1040EZ for Free (NYSE:HRB)
www.4-traders.com - February 22 at 5:53 PM
marketwatch.com logoH&R Block Canada Doesn't Want Your Money (NYSE:HRB)
www.marketwatch.com - February 22 at 5:53 PM
us.rd.yahoo.com logoWhat I learned from filing my own taxes for the first time (NYSE:HRB)
us.rd.yahoo.com - February 22 at 5:53 PM
News IconStock Tracker: Earnings & Estimates for H&R Block, Inc. (NYSE:HRB) - Aiken Advocate (NYSE:HRB)
aikenadvocate.com - February 22 at 12:47 PM
News IconHow Does the Chart Look for H&R Block, Inc. (HRB) ? - The USA Commerce (NYSE:HRB)
theusacommerce.com - February 22 at 12:47 PM
News IconHot Stocks Among Investors: H&R Block, Inc. (HRB), Tempur Sealy International, Inc. (TPX) - Post Analyst (NYSE:HRB)
postanalyst.com - February 22 at 12:47 PM
finance.yahoo.com logoOne Week Left to File Federal 1040EZ for Free (NYSE:HRB)
finance.yahoo.com - February 20 at 10:46 AM
News IconEquity Perception: Analyst's Indicator Review for H&R Block, Inc. (HRB), New York Community Bancorp, Inc. (NYCB) - The USA Commerce (NYSE:HRB)
theusacommerce.com - February 18 at 6:59 AM
News IconMarket Review: Focusing on This Stock: H&R Block Inc. (HRB) - Baldwin Journal (NYSE:HRB)
baldwinjournal.com - February 17 at 3:24 PM
istreetwire.com logoMomentum Stocks in Focus: H&R Block, Inc. (HRB), Novan, Inc. (NOVN), Graphic Packaging Holding Company (GPK) - iStreetWire (NYSE:HRB)
istreetwire.com - February 17 at 3:24 PM
News IconJust the Facts on H&R Block, Inc. (HRB) - StockNewsJournal (NYSE:HRB)
stocknewsjournal.com - February 17 at 3:24 PM
News IconTaking a Fresh Look at H&R Block, Inc. (HRB) - StockNewsJournal (NYSE:HRB)
stocknewsjournal.com - February 17 at 8:37 AM
News IconToday Analysts Focus on H&R Block Inc (HRB), Graphic Packaging Holding Co. (GPK) - StockNewsJournal (NYSE:HRB)
stocknewsjournal.com - February 17 at 8:37 AM
News IconThe H&R Block, Inc. (HRB) Shares Bought by the Rhumbline Advisers (NYSE:HRB)
prensariotiretail.com - February 16 at 10:40 PM
News IconThe H&R Block, Inc. (HRB) Shares Bought by the Rhumbline Advisers (NYSE:HRB)
prensariotiretail.com - February 16 at 10:40 PM
News IconDonald Trump's Tax Plan: When Will It Be Released And What Will It Look Like? (NYSE:HRB)
www.ibtimes.com - February 16 at 5:38 PM
marketwatch.com logoH&R Block Canada partners with The Mustard Seed to offer free tax clinic in Calgary (NYSE:HRB)
www.marketwatch.com - February 16 at 5:38 PM
4-traders.com logoH & R Block : High School Students Master Personal Finance Thanks to H&R Block (NYSE:HRB)
www.4-traders.com - February 16 at 5:38 PM
bizjournals.com logoTrump on new tax code: 'H&R Block probably won't be too happy' (NYSE:HRB)
www.bizjournals.com - February 16 at 5:38 PM
us.rd.yahoo.com logoHigh School Students Master Personal Finance Thanks to H&R Block (NYSE:HRB)
us.rd.yahoo.com - February 16 at 5:38 PM
thestreet.com logo5 Great Mobile Apps For Nervous Tax Filers (NYSE:HRB)
us.rd.yahoo.com - February 16 at 5:38 PM
us.rd.yahoo.com logoH&R Block hits session low after Trump said company wouldn't like tax plan (NYSE:HRB)
us.rd.yahoo.com - February 16 at 5:38 PM
finance.yahoo.com logoH&R Block Mobile Tax Prep App Takes Taxes Where Taxpayers Go (NYSE:HRB)
finance.yahoo.com - February 16 at 5:38 PM
biz.yahoo.com logoH&R BLOCK INC Files SEC form 8-K, Change in Directors or Principal Officers (NYSE:HRB)
biz.yahoo.com - February 16 at 5:38 PM
usatoday.com logoH&R Block shares fall after Trump comment (NYSE:HRB)
rssfeeds.usatoday.com - February 15 at 9:55 PM
forbes.com logoWrite Your Clothes Off On Your Taxes? Yes, If You Meet This IRS Test (NYSE:HRB)
www.forbes.com - February 14 at 7:05 PM
cnbc.com logoHow to get your taxes done for free. The key is knowing where to look (NYSE:HRB)
www.cnbc.com - February 14 at 7:05 PM
finance.yahoo.com logoH&R Block to Release Fiscal Third Quarter Results March 7, 2017 (NYSE:HRB)
finance.yahoo.com - February 14 at 7:05 PM
finance.yahoo.com logoRefund MIA? How to deal with ongoing refund delay - Yahoo Finance (NYSE:HRB)
finance.yahoo.com - February 13 at 6:45 PM
News IconWhat are Analyst's Indicators for Great Plains Energy Incorporated (GXP), H&R Block, Inc. (HRB) - The USA Commerce (NYSE:HRB)
theusacommerce.com - February 13 at 6:45 PM
News IconHow Does H&R Block, Inc. (HRB) Stack Up Right Now? - StockNewsJournal (NYSE:HRB)
stocknewsjournal.com - February 13 at 6:45 PM
us.rd.yahoo.com logoRefund MIA? How to deal with ongoing refund delay (NYSE:HRB)
us.rd.yahoo.com - February 13 at 11:24 AM
marketnewsvideo.com logoH & R Block Becomes #16 Most Shorted S&P 500 Component, Replacing Flowserve (NYSE:HRB)
www.marketnewsvideo.com - February 10 at 6:30 PM
forbes.com logoMore Americans Give Up Citizenship In Reverse Trump Bump (NYSE:HRB)
www.forbes.com - February 10 at 4:44 AM
News IconUnited Way of Lake County Announces Enhanced Security Features to Free Online Tax Filing Tool (NYSE:HRB)
patch.com - February 9 at 11:42 PM
us.rd.yahoo.com logoH&R Block Offers Five Free Tax Prep Options for Retail, DIY, Military Clients (NYSE:HRB)
us.rd.yahoo.com - February 9 at 6:39 PM
us.rd.yahoo.com logoIRS Can Audit 6 Tax Years Not 3, So Be Careful (NYSE:HRB)
us.rd.yahoo.com - February 9 at 6:39 PM
forbes.com logoBrit Boris Johnson Renounces America; Why We Should Care (NYSE:HRB)
www.forbes.com - February 9 at 6:39 PM
forbes.com logoH & R Block Enters Oversold Territory (NYSE:HRB)
www.forbes.com - February 8 at 6:23 PM
investopedia.com logoTaxes: H&R Block vs. TurboTax vs. Jackson Hewitt (NYSE:HRB)
www.investopedia.com - February 8 at 6:22 PM
finance.yahoo.com logo8:08 am H & R Block sinks 3.5% on INTU's downside guidance related to slow start for overall tax market (NYSE:HRB)
finance.yahoo.com - February 8 at 6:22 PM

Social

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 announced a quarterly dividend on Thursday, November 10th. Shareholders of record on Monday, December 5th will be paid a dividend of $0.22 per share on Tuesday, January 3rd. This represents a $0.88 dividend on an annualized basis and a dividend yield of 4.39%. The ex-dividend date is Thursday, December 1st.

Where is H & R Block's stock going? Where will H & R Block's stock price be in 2017?

9 brokers have issued 1-year price objectives for H & R Block's stock. Their predictions range from $18.00 to $33.00. On average, they anticipate H & R Block's stock price to reach $25.63 in the next year.

When will H & R Block announce their earnings?

H & R Block is scheduled to release their next quarterly earnings announcement on Wednesday, March, 1st 2017.

Who owns H & R Block stock?

H & R Block's stock is owned by many different of retail and institutional investors. Top institutional investors include State Street Corp (4.84%), FMR LLC (3.30%), Artisan Partners Limited Partnership (2.29%), Jupiter Asset Management Ltd. (1.40%), AQR Capital Management LLC (1.15%) and Credit Agricole S A (1.03%). Company insiders that own H & R Block stock include David B Lewis, Gregory J Macfarlane, Jeffrey Brown, Paul J Brown, Robert A Gerard and Tom D Seip.

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 FMR LLC, Renaissance Technologies LLC, Artisan Partners Limited Partnership, Gamco Investors INC. ET AL, Comerica Bank, Baird Financial Group Inc., New York State Teachers Retirement System and State Board of Administration of Florida Retirement System.

Who bought H & R Block stock? Who is buying H & R Block stock?

H & R Block's stock was acquired by a variety of institutional investors in the last quarter, including Freestone Capital Holdings LLC, Credit Agricole S A, State Street Corp, Jupiter Asset Management Ltd., Asset Management One Co. Ltd., Dimensional Fund Advisors LP, AQR Capital Management LLC and Guggenheim Capital 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.

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.

How much does a share of H & R Block stock cost?

One share of H & R Block stock can currently be purchased for approximately $20.05.

H & R Block (NYSE:HRB) Chart for Monday, February, 27, 2017


Institutional Ownership Chart

Institutional Ownership by Quarter for H & R Block (NYSE:HRB)

Earnings History Chart

Earnings by Quarter for H & R Block (NYSE:HRB)

Dividend History Chart

Dividend Payments by Quarter for H & R Block (NYSE:HRB)

Last Updated on 2/27/2017 by MarketBeat.com Staff