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: $23.39
  • 50 Day Moving Average: $22.60
  • 200 Day Moving Average: $22.80
  • 52-Week Range: $19.18 - $37.53
  • Trailing P/E Ratio: 15.83
  • Foreward P/E Ratio: 12.51
  • P/E Growth: 1.31
  • Market Cap: $5.12B
  • Outstanding Shares: 219,093,000
  • Beta: 0.7
  • Net Margins: 11.58%
  • Return on Equity: -202.63%
  • Return on Assets: 14.73%
  • Debt-to-Equity Ratio: -7.47%
  • Current Ratio: 1.00%
  • Quick Ratio: 1.00%
Additional Links:
Companies Related to H&R Block:

Analyst Ratings

Consensus Ratings for H&R Block (NYSE:HRB) (?)
Ratings Breakdown: 6 Hold Ratings, 3 Buy Ratings
Consensus Rating:Hold (Score: 2.33)
Consensus Price Target: $27.57 (17.88% upside)

Analysts' Ratings History for H&R Block (NYSE:HRB)
DateFirmActionRatingPrice TargetDetails
9/1/2016Oppenheimer Holdings Inc.Reiterated RatingMarket PerformView Rating Details
8/31/2016BTIG ResearchReiterated RatingNeutralView Rating Details
8/31/2016Morgan StanleyReiterated RatingBuy$26.00View Rating Details
8/31/2016Piper Jaffray Cos.Reiterated 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
6/17/2016Credit Suisse Group AGInitiated CoverageHoldView Rating Details
5/3/2016Sterne Agee CRTInitiated CoverageNeutral$33.00View Rating Details
3/4/2016WedbushDowngradeOutperform -> Neutral$46.00 -> $32.00View Rating Details
9/4/2015Barrington ResearchBoost Price TargetOutperform$37.00 -> $40.00View Rating Details
11/13/2014Northcoast ResearchDowngradeBuy -> NeutralView Rating Details
(Data available from 10/22/2014 forward)


Earnings History for H&R Block (NYSE:HRB)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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)


Earnings Estimates for H&R Block (NYSE:HRB)
Current Year EPS Consensus Estimate: $1.74 EPS
Next Year EPS Consensus Estimate: $1.87 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($0.42)($0.37)($0.40)
Q4 20174$3.35$3.43$3.40
Q1 20181($0.59)($0.59)($0.59)
Q2 20181($0.69)($0.69)($0.69)
Q3 20181($0.40)($0.40)($0.40)
Q4 20181$3.53$3.53$3.53
(Data provided by Zacks Investment Research)


Current Dividend Information for H&R Block (NYSE:HRB)
Annual Dividend:$0.88
Dividend Yield:3.76%
Dividend Growth:0.00% (3 Year Average)
Payout Ratio:52.69% (Based on Trailing 12 Months of Earnings)
50.57% (Based on Current Year Consensus EPS Estimate)
47.06% (Based on Next Year Consensus EPS Estimate)

Dividend History for H&R Block (NYSE:HRB)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(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: 93.08%
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)


Latest Headlines for H&R Block (NYSE:HRB)
News IconStock Tracker: Earnings & Estimates for H&R Block, Inc. (NYSE:HRB ... - CSZ News (NYSE:HRB)
cincysportszone.com - October 20 at 10:57 AM
forbes.com logoTo Fight California Tax Bills, Procedure Counts (NYSE:HRB)
www.forbes.com - October 20 at 10:57 AM
News IconScorching Hot Services Stocks Tape: Norwegian Cruise Line Holdings Ltd. (NCLH), H&R Block, Inc. (HRB) - The Independent Republic (NYSE:HRB)
theindependentrepublic.com - October 19 at 5:50 PM
capitalcube.com logoETF’s with exposure to H&R Block, Inc. : October 19, 2016 (NYSE:HRB)
www.capitalcube.com - October 19 at 5:50 PM
forbes.com logoBeware More FBAR And FATCA Reporting Changes (NYSE:HRB)
www.forbes.com - October 19 at 10:23 AM
marketwatch.com logoLeading tax firm relocates Canadian headquarters to Calgary's downtown core (NYSE:HRB)
www.marketwatch.com - October 18 at 10:33 AM
forbes.com logoIRS Can Audit 3 Or 6 Years, But California Can Audit Forever (NYSE:HRB)
www.forbes.com - October 18 at 10:33 AM
forbes.com logoSurprisingly, IRS Can Collect Someone Else's Taxes From You (NYSE:HRB)
www.forbes.com - October 17 at 10:31 AM
News IconBroker Roundup For H&R Block, Inc. (NYSE:HRB) - The De Soto Edge - The De Soto Edge (NYSE:HRB)
www.desotoedge.com - October 16 at 10:00 AM
News IconTwo Services Stocks Are Just So Hot Right Now: H&R Block, Inc. (HRB), Macy's, Inc. (M) - The Independent Republic (NYSE:HRB)
theindependentrepublic.com - October 14 at 8:35 AM
News IconEarnings Take Center Stage; Analysts Weighing in on H&R Block, Inc. (NYSE:HRB) - CSZ News (NYSE:HRB)
cincysportszone.com - October 13 at 8:42 AM
News IconSit Investment Associates Inc. Sells shares of H&R Block Inc. (HRB) - DailyQuint (NYSE:HRB)
dailyquint.com - October 12 at 5:30 PM
News IconEPS Growth overview of H&R Block, Inc. (NYSE:HRB) - FactsReporter (NYSE:HRB)
factsreporter.com - October 12 at 10:33 AM
News IconMarket Traders Recap - H&R Block, Inc.'s (HRB) - Hot Stocks Point (NYSE:HRB)
www.hotstockspoint.com - October 10 at 10:07 AM
istreetwire.com logoMomentum Stocks: H&R Block, Inc. (HRB), Dominion Resources, Inc. (D), Realogy Holdings Corp. (RLGY) - iStreetWire (NYSE:HRB)
istreetwire.com - October 8 at 10:01 AM
capitalcube.com logoH&R Block, Inc. : HRB-US: Dividend Analysis : September 14th, 2016 (record date) : By the numbers : October 7, 2016 (NYSE:HRB)
www.capitalcube.com - October 7 at 5:19 PM
News IconMeta Financial Group, Inc. ® announces new board member (NYSE:HRB)
www.stormlakepilottribune.com - October 7 at 10:26 AM
News IconActive Broker's Concerns In Focus: Starbucks Corporation (NASDAQ:SBUX), H&R Block, Inc. (NYSE:HRB) - Street Wise Report (press release) (blog) (NYSE:HRB)
streetwisereport.com - October 6 at 10:48 AM
News IconPersonal Services Stocks Technical Reports -- H&R Block, Weight Watchers, Service Corp., and VCA Inc. (NYSE:HRB)
wardsauto.com - October 5 at 5:24 PM
News IconServices stocks for your portfolio: News Corporation (NWSA), H&R Block, Inc. (HRB) - The Independent Republic (NYSE:HRB)
theindependentrepublic.com - October 5 at 10:41 AM
prnewswire.com logoPersonal Services Stocks Technical Reports -- H&R Block, Weight Watchers, Service Corp., and VCA Inc. - PR Newswire (press release) (NYSE:HRB)
www.prnewswire.com - October 5 at 10:41 AM
News IconStock Analyst Price Target Update on H&R Block, Inc. (NYSE:HRB) - Recall News (NYSE:HRB)
www.automobile-recalls.net - October 4 at 5:20 PM
News IconLooking at This Dividend Darling With Implied Upside: H&R Block, Inc. (NYSE:HRB) - CSZ News (NYSE:HRB)
cincysportszone.com - October 4 at 5:20 PM
forbes.com logoDo Wealthy People Like Trump Have Easier IRS Audits? (NYSE:HRB)
www.forbes.com - October 4 at 10:15 AM
realistinvestor.com logoH&R Block, Inc. (NYSE:HRB) Is Expected To Post EPS Of $-0.66 - RealistInvestor.com (NYSE:HRB)
www.realistinvestor.com - September 30 at 5:43 PM
4-traders.com logoH & R Block : &R Block Offers Free ITIN Renewals (NYSE:HRB)
www.4-traders.com - September 29 at 5:23 PM
publicnow.com logoH&R Block Offers Free ITIN Renewals (NYSE:HRB)
www.publicnow.com - September 29 at 5:23 PM
4-traders.com logoH & R Block : Lucas Group Expands Corporate Marketing Department (NYSE:HRB)
www.4-traders.com - September 29 at 10:33 AM
News IconAnnual Report of Employee Stock Plans (11-k) (NYSE:HRB)
ih.advfn.com - September 28 at 5:19 PM
capitalcube.com logoETF’s with exposure to H&R Block, Inc. : September 28, 2016 (NYSE:HRB)
www.capitalcube.com - September 28 at 10:23 AM
News IconH & R Block Inc: Why HRB Stock Makes Sense For Buz Investors (NYSE:HRB)
investorsbuz.com - September 26 at 5:37 PM
biz.yahoo.com logoH&R BLOCK INC Files SEC form 8-K, Entry into a Material Definitive Agreement (NYSE:HRB)
biz.yahoo.com - September 26 at 5:36 PM
investors.com logoH & R Block Inc: Why HRB Stock Makes Sense For Income Investors - Income Investors (NYSE:HRB)
www.incomeinvestors.com - September 25 at 4:56 PM
News IconInvestment Doubling Stocks: Lions Gate Entertainment Corp. (NYSE:LGF), H&R Block, Inc. (NYSE:HRB) - Street Wise Report (press release) (blog) (NYSE:HRB)
streetwisereport.com - September 21 at 3:43 PM
nasdaq.com logo12.2% of RCD Holdings Seeing Recent Insider Buys (NYSE:HRB)
www.nasdaq.com - September 20 at 10:37 AM
News IconMover to Watch - H&R Block, Inc.'s (HRB) - Hot Stocks Point (NYSE:HRB)
www.hotstockspoint.com - September 16 at 9:22 AM
News IconWill H&R Block, Inc. (NYSE:HRB) miss earning estimates again? - The Independent Republic (NYSE:HRB)
theindependentrepublic.com - September 15 at 8:37 AM
marketwatch.com logoH&R Block Tax Academy Now Open for Registration (NYSE:HRB)
www.marketwatch.com - September 14 at 9:43 AM
istreetwire.com logoTraders Recap: Vantiv, Inc. (VNTV), H&R Block, Inc. (HRB), Tyson Foods, Inc. (TSN) - iStreetWire (NYSE:HRB)
istreetwire.com - September 12 at 10:11 AM
News IconBroker Price Targets: H&R Block, Inc. (NYSE:HRB) - Cosumnes Connection (subscription) (NYSE:HRB)
www.crcconnection.com - September 12 at 10:11 AM
News IconHot Services Stocks To Watch Right Now: H&R Block, Inc. (HRB), Dick's Sporting Goods Inc. (DKS) - National Daily Press (NYSE:HRB)
www.nationaldailypress.com - September 12 at 10:11 AM
News IconThe Sell-side Consensus is in on H&R Block, Inc. (NYSE:HRB); Earnings & Target Updates - National Daily Press (NYSE:HRB)
www.nationaldailypress.com - September 9 at 10:11 AM
News IconBrokerage Firm Rating Update on H&R Block (HRB) (NYSE:HRB)
myhealthbowl.com - September 8 at 5:23 PM
biz.yahoo.com logoH&R BLOCK INC Files SEC form 8-K, Submission of Matters to a Vote of Security Holders (NYSE:HRB)
biz.yahoo.com - September 8 at 5:23 PM
finance.yahoo.com logoH&R BLOCK INC Financials (NYSE:HRB)
finance.yahoo.com - September 7 at 5:38 PM
benzinga.com logoH&R Block Indicates Next Tax Season Will Be Different From The Last -- But Isn't Sharing How - Benzinga (NYSE:HRB)
www.benzinga.com - September 3 at 4:58 PM
thestreet.com logoH&R Block Taxed by Intuit's Do-It-Yourself Business Model (NYSE:HRB)
www.thestreet.com - September 3 at 10:03 AM
forbes.com logoH & R Block (HRB) Shares Cross 4% Yield Mark (NYSE:HRB)
www.forbes.com - September 2 at 5:27 PM
thestreet.com logoTurbo Tax Leaving H&R Block in the DIY Dust (NYSE:HRB)
realmoney.thestreet.com - September 2 at 5:27 PM
forbes.com logoRelative Strength Alert For H & R Block (NYSE:HRB)
www.forbes.com - September 1 at 5:24 PM


H&R Block (NYSE:HRB) Chart for Saturday, October, 22, 2016

Last Updated on 10/22/2016 by MarketBeat.com Staff