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: Personal Services
  • Sub-Industry: Specialized Consumer Services
  • Symbol: NYSE:HRB
  • CUSIP: 09367110
  • Web: www.hrblock.com
Capitalization:
  • Market Cap: $5.41 billion
  • Outstanding Shares: 207,167,000
Average Prices:
  • 50 Day Moving Avg: $24.82
  • 200 Day Moving Avg: $23.16
  • 52 Week Range: $19.85 - $26.92
P/E:
  • Trailing P/E Ratio: 17.55
  • Foreward P/E Ratio: 14.19
  • P/E Growth: 1.49
Sales & Book Value:
  • Annual Revenue: $3.01 billion
  • Price / Sales: 1.80
  • Book Value: ($3.87) per share
  • Price / Book: -6.75
Dividend:
  • Annual Dividend: $0.88
  • Dividend Yield: 3.4%
Profitability:
  • EBIDTA: $821.36 million
  • 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%
Misc:
  • Average Volume: 3.71 million shs.
  • Beta: 0.57
  • Short Ratio: 3.98
 

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 Wednesday, March 1st. Investors of record on Tuesday, March 14th will be paid a dividend of $0.22 per share on Monday, April 3rd. This represents a $0.88 dividend on an annualized basis and a yield of 3.37%. The ex-dividend date of this dividend is Friday, March 10th. 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 results on Tuesday, March, 7th. The company reported ($0.49) EPS for the quarter, topping analysts' consensus estimates of ($0.52) by $0.03. The company had revenue of $452 million for the quarter, compared to analyst estimates of $427.47 million. H & R Block had a negative return on equity of 115.26% and a net margin of 11.52%. H & R Block's revenue for the quarter was down 4.8% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.34) 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, June, 13th 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 brokers have issued 12 month price objectives for H & R Block's shares. Their predictions range from $17.00 to $28.00. On average, they anticipate H & R Block's stock price to reach $24.43 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 outperformed the Zacks categorized Consumer Services – Miscellaneous industry in the past three months. H&R Block remains focused on expanding its client base and lowering operating costs through stringent cost-cutting initiatives to drive future growth. The company made several enhancements to its online digital tax software to improve monetization and conversion. The company intends to focus on customer satisfaction by offering compelling product portfolio, both in the assisted and the DIY categories. It also envisions the assisted category growing moderately and the digital category to outperform industry growth. However, unfavorable foreign currency translation and employment-related lawsuits remain headwinds. Moreover, its debt-to-equity ratio compares unfavorably with the sector average. Additionally, the cash position of the company is fluctuating in nature." (5/24/2017)
  • 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 owns H & R Block stock?

H & R Block's stock is owned by a variety of of retail and institutional investors. Top institutional shareholders include BlackRock Inc. (15.82%), Vanguard Group Inc. (10.05%), Caisse DE Depot ET Placement DU Quebec (8.64%), State Street Corp (5.15%), Bank of New York Mellon Corp (3.83%) and First Eagle Investment Management LLC (2.87%). 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. 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 FMR LLC, Credit Agricole S A, Tocqueville Asset Management L.P., O Shaughnessy Asset Management LLC, Teachers Retirement System of The State of Kentucky, AQR Capital Management LLC, Los Angeles Capital Management & Equity Research Inc. and WBI Investments Inc.. 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 bought by a variety of institutional investors in the last quarter, including BlackRock Inc., Ameriprise Financial Inc., JPMorgan Chase & Co., Acadian Asset Management LLC, Bank of New York Mellon Corp, APG Asset Management N.V., State Street Corp and First Manhattan Co.. 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.

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

One share of H & R Block stock can currently be purchased for approximately $26.11.

Analyst Ratings

Consensus Ratings for H & R Block (NYSE:HRB) (?)
Ratings Breakdown: 1 Sell Rating, 5 Hold Ratings, 2 Buy Ratings
Consensus Rating:Hold (Score: 2.13)
Consensus Price Target: $24.43 (6.44% downside)

Analysts' Ratings History for H & R Block (NYSE:HRB)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
5/1/2017BTIG ResearchReiterated RatingSell$17.00LowView Rating Details
3/12/2017BMO Capital MarketsReiterated RatingHoldLowView Rating Details
3/10/2017Oppenheimer Holdings Inc.Reiterated RatingMarket PerformLowView Rating Details
12/19/2016Credit Suisse Group AGReiterated RatingHold$24.00N/AView Rating Details
12/9/2016WedbushReiterated RatingNeutral$25.00N/AView Rating Details
11/16/2016Morgan StanleyDowngradeOverweight -> Equal Weight$26.00 -> $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
9/4/2015Barrington ResearchBoost Price TargetOutperform$37.00 -> $40.00N/AView Rating Details
(Data available from 5/28/2015 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
6/13/2017        
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: $1.82
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 20182($0.69)($0.63)($0.66)
Q2 20182($0.79)($0.76)($0.78)
Q3 20182($0.50)($0.50)($0.50)
Q4 20182$3.74$3.77$3.76
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for H & R Block (NYSE:HRB)
Most Recent Dividend:4/3/2017
Annual Dividend:$0.88
Dividend Yield:3.37%
Dividend Growth:1.60% (3 Year Average)
Payout Ratio:57.14% (Trailing 12 Months of Earnings)
50.29% (Based on This Year's Estimates)
47.83% (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
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: 1.30%
Institutional Ownership Percentage: 96.63%
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
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)
Latest Headlines for H & R Block (NYSE:HRB)
Source:
DateHeadline
finance.yahoo.com logoFATCA Tax Lessons From Lionel Messi Prison Sentence
finance.yahoo.com - May 25 at 3:38 AM
americanbankingnews.com logoH & R Block Inc (HRB) Upgraded to Buy at Zacks Investment Research
www.americanbankingnews.com - May 24 at 12:10 PM
finance.yahoo.com logoJim Cramer -- Intuit Is Benefiting From the 'Gig Economy'
finance.yahoo.com - May 24 at 11:42 AM
americanbankingnews.com logoH & R Block Inc (HRB) Downgraded by Zacks Investment Research to Hold
www.americanbankingnews.com - May 23 at 1:16 PM
globenewswire.com logoH&R Block Announces Leadership Transition - GlobeNewswire (press release)
globenewswire.com - May 18 at 9:37 AM
streetinsider.com logoH&R Block (HRB) President and CEO Bill Cobb to Retire; Tom Gerke Named Interim President, CEO - StreetInsider.com
www.streetinsider.com - May 18 at 9:37 AM
marketwatch.com logoCORRECTED: H&R Block CEO Bill Cobb to retire effective July 31, shares dip - MarketWatch
www.marketwatch.com - May 18 at 9:37 AM
reuters.com logoBRIEF-H&R Block says Thomas Gerke will receive base salary that would equal $950,000 annually
www.reuters.com - May 17 at 5:42 PM
finance.yahoo.com logoWhat's in retiring H&R Block CEO Cobb's separation package?
finance.yahoo.com - May 17 at 5:41 PM
rttnews.com logoH&R Block CEO Bill Cobb To Retire; Names Tom Gerke Interim CEO
www.rttnews.com - May 17 at 10:08 AM
finance.yahoo.com logoBlog Coverage: Changes in Top Management Announced at Tax Preparation Company H&R Block
finance.yahoo.com - May 17 at 10:08 AM
bizjournals.com logoAnalysis: Exploring Cobb's legacy as CEO at H&R Block
www.bizjournals.com - May 16 at 5:39 PM
bloomberg.com logoH&R Block Names Tom Gerke Interim CEO as Cobb Plans to Retire
www.bloomberg.com - May 16 at 5:39 PM
finance.yahoo.com logoH&R Block: Shares Taxed By CEO's Retirement
finance.yahoo.com - May 16 at 5:39 PM
finance.yahoo.com logoWhy Rite Aid, H&R Block, and NantKwest Slumped Today
finance.yahoo.com - May 16 at 5:39 PM
wsj.com logoStocks to Watch: Home Depot, Dick’s Sporting Goods, H&R Block
blogs.wsj.com - May 16 at 11:19 AM
wsj.com logoH&R Block CEO Bill Cobb to Retire
www.wsj.com - May 16 at 11:19 AM
streetinsider.com logoH&R Block (HRB) President and CEO Bill Cobb to Retire; Tom Gerke Named Interim President, CEO
www.streetinsider.com - May 16 at 11:19 AM
finance.yahoo.com logoH&R Block Announces Leadership Transition
finance.yahoo.com - May 16 at 11:19 AM
finance.yahoo.com logoCORRECTED: H&R Block CEO Bill Cobb to retire effective July 31, shares dip
finance.yahoo.com - May 16 at 11:19 AM
finance.yahoo.com logo[$$] H&R Block CEO Bill Cobb to Retire
finance.yahoo.com - May 16 at 11:19 AM
finance.yahoo.com logoCobb retires; H&R Block begins search for a new CEO
finance.yahoo.com - May 16 at 11:19 AM
finance.yahoo.com logoH&R Block CEO Cobb to Retire
finance.yahoo.com - May 16 at 11:19 AM
finance.yahoo.com logoH&R Block's Technical Swagger Is Back; Did Watson Figure In?
finance.yahoo.com - May 9 at 12:35 PM
finance.yahoo.com logoReverse Immigration: How IRS Taxes Giving Up Green Cards
finance.yahoo.com - May 8 at 5:25 PM
americanbankingnews.com logoH & R Block Inc (HRB) Receives Consensus Rating of "Hold" from Brokerages
www.americanbankingnews.com - May 8 at 11:10 AM
bizjournals.com logoH&R Block unfollows local ad agency
www.bizjournals.com - May 5 at 5:45 PM
prnewswire.com logoPersonal Services Stocks on Investors' Radar -- H&R Block, Weight Watchers, VCA Inc., and Service - PR Newswire (press release)
www.prnewswire.com - May 4 at 8:02 AM
americanbankingnews.com logoSomewhat Positive News Coverage Likely to Impact H & R Block (HRB) Share Price
www.americanbankingnews.com - May 3 at 6:16 PM
americanbankingnews.com logoH & R Block's (HRB) "Sell" Rating Reaffirmed at BTIG Research
www.americanbankingnews.com - May 1 at 9:28 AM
americanbankingnews.com logoH & R Block (HRB) Given Daily News Sentiment Rating of 0.40
www.americanbankingnews.com - April 30 at 2:23 PM
americanbankingnews.com logo$2.32 Billion in Sales Expected for H & R Block Inc (HRB) This Quarter
www.americanbankingnews.com - April 30 at 8:52 AM
americanbankingnews.com logo Brokerages Expect H & R Block Inc (HRB) Will Announce Earnings of $3.49 Per Share
www.americanbankingnews.com - April 28 at 6:08 PM
americanbankingnews.com logoH & R Block (HRB) Given Daily Media Impact Score of 0.16
www.americanbankingnews.com - April 27 at 8:31 PM
finance.yahoo.com logoH&R Block's stock bounces, after CIO leaves and report of tax-season results
finance.yahoo.com - April 27 at 6:20 PM
finance.yahoo.com logoIntuit Stock Jumps Following Trump Tax Proposal
finance.yahoo.com - April 27 at 6:20 PM
finance.yahoo.com logoH&R Block tax prep decline brings mixed results
finance.yahoo.com - April 27 at 6:20 PM
seekingalpha.com logoBofI Holding's (BOFI) CEO Greg Garrabrants on Q3 2017 Results - Earnings Call Transcript
seekingalpha.com - April 27 at 12:37 AM
marketwatch.com logoH&R Block shares rise on higher-than-average DIY online filings - MarketWatch
www.marketwatch.com - April 26 at 7:35 PM
finance.yahoo.com logoH&R Block Stock Drops Following Trump Tax Reform Announcement
finance.yahoo.com - April 26 at 7:35 PM
finance.yahoo.com logoH&R Block Reports U.S. Market Share Gain for Tax Season 2017
finance.yahoo.com - April 26 at 7:35 PM
finance.yahoo.com logoH&R Block shares rise on higher-than-average DIY online filings
finance.yahoo.com - April 26 at 7:35 PM
finance.yahoo.com logoH&R Block, Intuit reassure investors after Trump’s tax announcement
finance.yahoo.com - April 26 at 7:35 PM
nasdaq.com logoHRB June 16th Options Begin Trading
www.nasdaq.com - April 24 at 5:28 PM
americanbankingnews.com logoSomewhat Positive News Coverage Extremely Likely to Affect H & R Block (HRB) Share Price
www.americanbankingnews.com - April 24 at 1:28 PM
nasdaq.com logoH & R Block Reaches Analyst Target Price - Nasdaq
www.nasdaq.com - April 22 at 8:18 AM
finance.yahoo.com logoElizabeth Warren asks for probe of tax-time financial products
finance.yahoo.com - April 18 at 5:17 PM
nasdaq.com logoTax Day Musings: Why H&R Block (HRB) Is A Stock To Avoid
www.nasdaq.com - April 18 at 11:14 AM
finance.yahoo.com logoWhy Does It Cost $409 Billion To Figure Out What We Owe In Taxes?
finance.yahoo.com - April 18 at 11:14 AM
americanbankingnews.com logoSomewhat Favorable Media Coverage Very Unlikely to Affect H & R Block (HRB) Stock Price
www.americanbankingnews.com - April 17 at 7:51 PM

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H & R Block (HRB) Chart for Sunday, May, 28, 2017

This page was last updated on 5/28/2017 by MarketBeat.com Staff