H&R Block (HRB) Stock Price, News & Analysis

Company Overview

H&R Block (NYSE: HRB) is a leading provider of tax preparation services and software solutions, serving individual and small-business clients through a combination of retail offices, online platforms and mobile applications. The company offers assisted tax preparation at its network of retail offices, where clients work with trained tax professionals, as well as do-it-yourself (DIY) software and online filing services designed to guide users through the complexities of federal and state tax returns.

Founded in 1955 by brothers Henry W. Bloch and Richard Bloch in Kansas City, Missouri, H&R Block has grown into one of the most recognized names in the tax services industry. Over the decades, the company has expanded its offerings beyond basic tax preparation to include services such as bookkeeping, payroll support and audit assistance. H&R Block’s tax professionals receive regular training on changing tax laws and regulations, ensuring clients benefit from accurate, up-to-date advice and support.

Today, H&R Block serves millions of taxpayers across the United States, Canada and Australia. Its retail network is complemented by robust digital channels, including an online tax-filing portal and mobile app that enable secure upload of tax documents and real-time access to return status. The company has invested in technology and artificial intelligence to streamline its workflow and enhance the user experience for both in-office and DIY customers.

H&R Block is led by President and Chief Executive Officer Jeff A. Jones, who joined the company in August 2020. Under his leadership, the firm has focused on accelerating digital transformation and expanding its advisory services to meet evolving client needs. The company’s emphasis on combining human expertise with innovative technology positions it to navigate ongoing regulatory changes and maintain its role as a cornerstone of the tax preparation industry.

Key Stats

• Today's Range: $52.12 to $54.25
• 50-Day Range: $34.05 to $54.16
• 52-Week Range: $28.16 to $58.67
• Volume: 3.79 million shs
• Average Volume: 2.48 million shs
• Market Capitalization: $6.73 billion
• P/E Ratio: 9.29
• Dividend Yield: 3.16%
• Price Target: $46.67
• Consensus Rating: Hold

H&R Block Stock Analysis - MarketRank™

H&R Block scored higher than 57% of companies evaluated by MarketBeat, and ranked 275th out of 488 stocks in the consumer discretionary sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.0 / 5
• Analyst Rating: Hold

Consensus Rating

H&R Block has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no strong buy ratings, 1 buy rating, 3 hold ratings, and 1 sell rating.

Downside Risk

H&R Block has a consensus price target of $46.67, representing about 12.1% downside from its current price of $53.11.

Amount of Analyst Coverage

H&R Block has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: -10.26%

Earnings Growth

Earnings for H&R Block are expected to decrease by -10.26% in the coming year, from $6.14 to $5.51 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of H&R Block is 9.29, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 39.61.

Price to Earnings Ratio vs. Sector

The P/E ratio of H&R Block is 9.29, which means that it is trading at a less expensive P/E ratio than the Consumer Discretionary sector average P/E ratio of about 46.69.

Price to Earnings Growth Ratio

H&R Block has a PEG Ratio of 0.71. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

H&R Block has a P/B Ratio of 80.47. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

13.85% of the float of H&R Block has been sold short.

Short Interest Ratio / Days to Cover

H&R Block has a short interest ratio ("days to cover") of 9.56.

Change versus previous month

Short interest in H&R Block has recently decreased by 2.45%, indicating that investor sentiment is improving.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Yield

H&R Block pays a meaningful dividend of 3.10%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

H&R Block has been increasing its dividend for 9 years.

Dividend Coverage

The dividend payout ratio of H&R Block is 29.37%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, H&R Block will have a dividend payout ratio of 30.49% next year. This indicates that H&R Block will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.9 / 5
• News Sentiment: -0.03

News Sentiment

H&R Block has a news sentiment score of -0.03. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.66 average news sentiment score of Consumer Discretionary companies.

News Coverage This Week

MarketBeat has tracked 32 news articles for H&R Block this week, compared to 5 articles on an average week.

Search Interest

Only 10 people have searched for HRB on MarketBeat in the last 30 days. This is a decrease of -44% compared to the previous 30 days.

MarketBeat Follows

7 people have added H&R Block to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, H&R Block insiders have not sold or bought any company stock.

Percentage Held by Insiders

1.40% of the stock of H&R Block is held by insiders.

Percentage Held by Institutions

90.14% of the stock of H&R Block is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 7/7 Dividend: 6/03/2026
• Ex-Dividend for 7/7 Dividend: 6/03/2026
• Dividend Payable: 7/07/2026
• Last Earnings: 8/11/2026
• Today: 8/13/2026
• Record date for 10/6 Dividend: 9/03/2026
• Ex-Dividend for 10/6 Dividend: 9/03/2026
• Dividend Payable: 10/06/2026
• Fiscal Year End: 6/30/2027

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Consumer Discretionary
• Industry: Diversified Consumer Services
• Sub-Industry: Specialized Consumer Services
• Current Symbol: NYSE:HRB
• CIK: 12659
• Web: www.hrblock.com
• Phone: (816) 854-3000
• Fax: 816-854-8500
• Employees: 4,300
• Year Founded: 1955

Price Target and Rating

• Average Price Target for H&R Block: $46.67
• High Price Target: $60.00
• Low Price Target: $33.00
• Potential Upside/Downside: -12.1%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $5.72
• Trailing P/E Ratio: 9.29
• Forward P/E Ratio: 9.40
• P/E Growth: 0.66
• Net Income: $605.77 million
• Net Margins: 18.59%
• Pretax Margin: 21.70%
• Return on Equity: -147.59%
• Return on Assets: 23.08%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 1.00
• Quick Ratio: 1.00

Sales & Book Value

• Annual Sales: $3.95 billion
• Price / Sales: 1.71
• Cash Flow: $6.46 per share
• Price / Cash Flow: 8.22
• Book Value: $0.66 per share
• Price / Book: 80.47

Miscellaneous

• Outstanding Shares: 126,760,000
• Free Float: 124,985,000
• Market Cap: $6.73 billion
• Optionable: Optionable
• Beta: 0.34