H&R Block Company Profile (NYSE:HRB)

About H&R Block (NYSE:HRB)

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: Accounting & Tax Preparation
  • Sub-Industry: Specialized Consumer Services
  • Symbol: NYSE:HRB
  • CUSIP: 09367110
  • Web: www.hrblock.com
Capitalization:
  • Market Cap: $5.38 billion
  • Outstanding Shares: 209,060,000
Average Prices:
  • 50 Day Moving Avg: $25.96
  • 200 Day Moving Avg: $27.45
  • 52 Week Range: $19.85 - $31.80
P/E:
  • Trailing P/E Ratio: 13.57
  • Foreward P/E Ratio: 12.55
  • P/E Growth: 1.30
Sales & Book Value:
  • Annual Revenue: $3.05 billion
  • Price / Sales: 1.76
  • Book Value: ($1.02) per share
  • Price / Book: -25.22
Dividend:
  • Annual Dividend: $0.96
  • Dividend Yield: 3.8%
Profitability:
  • EBITDA: $900.03 million
  • Net Margins: 13.19%
  • Return on Equity: -101.42%
  • Return on Assets: 17.46%
Debt:
  • Debt-to-Equity Ratio: -6.97%
  • Current Ratio: 1.48%
  • Quick Ratio: 1.48%
Misc:
  • 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?

H&R Block is scheduled to release their next quarterly earnings announcement on Tuesday, December, 5th 2017. View Earnings Estimates for H&R Block.

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?

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?

One share of H&R Block stock can currently be purchased for approximately $25.72.


MarketBeat Community Rating for H&R Block (NYSE HRB)
Community Ranking:  2.6 out of 5 (star star)
Outperform Votes:  304 (Vote Outperform)
Underperform Votes:  282 (Vote Underperform)
Total Votes:  586
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.

Analyst Ratings

Consensus Ratings for H&R Block (NYSE:HRB) (How are Consensus Ratings Calculated?)
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)
Price Target History for H&R Block (NYSE:HRB)
Analysts' Ratings History for H&R Block (NYSE:HRB)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
10/13/2017BMO Capital MarketsReiterated RatingHold$27.00N/AView Rating Details
8/31/2017Oppenheimer Holdings, Inc.Reiterated RatingMarket PerformLowView Rating Details
8/30/2017Northcoast ResearchReiterated RatingNeutralLowView Rating Details
8/30/2017Credit Suisse GroupReiterated RatingNeutral$29.00 -> $30.00HighView Rating Details
8/29/2017BTIG ResearchReiterated RatingSell$19.00MediumView Rating Details
6/19/2017Barrington ResearchBoost Price TargetOutperform$28.00 -> $32.00LowView Rating Details
6/14/2017Morgan StanleyBoost Price TargetEqual Weight$24.00 -> $27.00HighView Rating Details
12/9/2016WedbushReiterated RatingNeutral$25.00N/AView Rating Details
8/31/2016Piper Jaffray CompaniesReiterated RatingOverweight$29.00 -> $28.00N/AView Rating Details
8/25/2016MacquarieInitiated CoverageOutperform$28.00N/AView Rating Details
5/3/2016Sterne Agee CRTInitiated CoverageNeutral$33.00N/AView Rating Details
(Data available from 10/22/2015 forward)

Earnings

Earnings History for H&R Block (NYSE:HRB)
Earnings by Quarter for H&R Block (NYSE:HRB)
Earnings History by Quarter for H&R Block (NYSE HRB)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
12/5/2017($0.72)N/AView Earnings Details
8/29/2017Q1 2018($0.62)($0.62)$129.33 million$138.00 millionViewN/AView Earnings Details
6/13/2017Q4 17$3.53$3.76$2.32 billion$2.33 billionViewN/AView Earnings Details
3/7/2017Q3 2017($0.52)($0.49)$427.47 million$452.00 millionViewListenView Earnings Details
12/7/2016Q2 2017($0.68)($0.67)$126.93 million$131.30 millionViewN/AView Earnings Details
8/30/2016Q1($0.53)($0.55)$130.69 million$125.19 millionViewListenView Earnings Details
6/9/2016Q4$3.15$3.16$2.28 billion$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)$136.44 million$137.72 millionViewN/AView Earnings Details
6/8/2015Q415$2.70$2.73$2.31 billion$2.30 billionViewN/AView Earnings Details
3/4/2015Q315($0.28)($0.13)$528.10 million$509.00 millionViewN/AView Earnings Details
12/8/2014Q215($0.42)($0.45)$145.22 million$134.63 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$3.36$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)
2017 EPS Consensus Estimate: $1.70
2018 EPS Consensus Estimate: $1.98
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20174($0.60)($0.48)($0.55)
Q2 20174($0.70)($0.65)($0.68)
Q3 20174($0.77)($0.44)($0.55)
Q4 20174$3.40$3.58$3.48
Q1 20184($0.69)($0.59)($0.64)
Q2 20184($0.76)($0.72)($0.74)
Q3 20184($0.50)($0.47)($0.49)
Q4 20184$3.74$3.95$3.84
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for H&R Block (NYSE:HRB)
Most Recent Dividend:10/2/2017
Annual Dividend:$0.96
Dividend Yield:3.73%
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 Payments by Quarter for H&R Block (NYSE:HRB)

Dividend History by Quarter for H&R Block (NYSE HRB)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
8/21/2017quarterly$0.243.17%9/12/20179/13/201710/2/2017
6/13/2017quarterly$0.243.3%6/21/20176/23/20177/3/2017
3/1/2017quarterly$0.224.26%3/10/20173/14/20174/3/2017
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 and Institutional Ownership History for H&R Block (NYSE:HRB)
Insider Ownership Percentage: 0.63%
Institutional Ownership Percentage: 90.13%
Insider Trades by Quarter for H&R Block (NYSE:HRB)
Institutional Ownership by Quarter for H&R Block (NYSE:HRB)
Insider Trades by Quarter for H&R Block (NYSE:HRB)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
7/18/2017Kathryn M CollinsSVPSell2,931$30.35$88,955.85View SEC Filing  
7/14/2017Kellie J LogerwellVPSell800$30.71$24,568.00View SEC Filing  
6/30/2017William C CobbInsiderSell300,700$31.11$9,354,777.00View SEC Filing  
6/28/2017James F WrightDirectorSell10,000$30.67$306,700.00View SEC Filing  
6/28/2017William C CobbInsiderSell387,740$31.19$12,093,610.60View SEC Filing  
6/21/2017William C CobbInsiderSell750,000$30.40$22,800,000.00View SEC Filing  
6/20/2017Kathryn M CollinsSVPSell7,000$30.36$212,520.00View SEC Filing  
6/19/2017David B LewisDirectorSell8,000$30.01$240,080.00View SEC Filing  
6/15/2017Tom D SeipDirectorSell6,300$29.84$187,992.00View SEC Filing  
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

Headline Trends for H&R Block (NYSE:HRB)
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H&R Block (HRB) Chart for Sunday, October, 22, 2017

This page was last updated on 10/22/2017 by MarketBeat.com Staff

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