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

Company Overview

H&R Block, Inc. is a tax preparation and financial services company that helps individuals and small businesses manage tax filing and related financial needs. Its services are delivered through company-owned and franchise offices, online platforms and tax-preparation software, providing both assisted and do-it-yourself filing options.

The company offers federal, state and local tax preparation, tax planning and related support, along with products and services such as refund-related financial solutions, tax identity protection and small-business assistance. Its small-business offerings include tax preparation, bookkeeping, payroll and other tools designed to support business owners.

Founded in 1955 by brothers Henry and Richard Bloch, H&R Block is headquartered in Kansas City, Missouri. The company primarily serves clients in the United States, with operations and tax-preparation services also available in Canada and Australia. Tony Bowen serves as president and chief executive officer.

Key Stats

• Today's Range: $41.67 to $43.04
• 50-Day Range: $40.34 to $54.16
• 52-Week Range: $28.16 to $58.67
• Volume: 2.16 million shs
• Average Volume: 2.03 million shs
• Market Capitalization: $5.15 billion
• P/E Ratio: 7.36
• Dividend Yield: 4.37%
• Price Target: $46.67
• Consensus Rating: Hold

H&R Block Stock Analysis - MarketRank™

H&R Block scored higher than 73% of companies evaluated by MarketBeat, and ranked 196th out of 478 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: 2.9 / 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.

Upside Potential

H&R Block has a consensus price target of $46.67, representing about 10.9% upside from its current price of $42.07.

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: 3.1 / 5
• Proj. Earnings Growth: 6.55%

Earnings Growth

Earnings for H&R Block are expected to grow by 6.55% in the coming year, from $6.11 to $6.51 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of H&R Block is 7.36, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.65.

Price to Earnings Ratio vs. Sector

The P/E ratio of H&R Block is 7.36, which means that it is trading at a less expensive P/E ratio than the Consumer Discretionary sector average P/E ratio of about 44.22.

Price to Earnings Growth Ratio

H&R Block has a PEG Ratio of 0.55. 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 45.24. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 0.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

13.96% 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 10.14, which indicates bearish sentiment.

Change versus previous month

Short interest in H&R Block has recently increased by 4.12%, indicating that investor sentiment is decreasing.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Leadership

H&R Block is a leading dividend payer. It pays a dividend yield of 4.41%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

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

Dividend Coverage

The dividend payout ratio of H&R Block is 32.17%. 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 28.26% next year. This indicates that H&R Block will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.1 / 5
• News Sentiment: -0.19

News Sentiment

H&R Block has a news sentiment score of -0.19. 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 0.43 average news sentiment score of Consumer Discretionary companies.

News Coverage This Week

MarketBeat has tracked 8 news articles for H&R Block this week, compared to 4 articles on an average week.

Search Interest

Only 4 people have searched for HRB on MarketBeat in the last 30 days. This is a decrease of -60% compared to the previous 30 days.

MarketBeat Follows

Only 2 people have added H&R Block to their MarketBeat watchlist in the last 30 days. This is a decrease of -33% compared to the previous 30 days.

Company Ownership

• Score: 1.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, H&R Block insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $109,863.00 in company stock.

Percentage Held by Insiders

0.67% 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
• Record date for 10/6 Dividend: 9/03/2026
• Ex-Dividend for 10/6 Dividend: 9/03/2026
• Today: 10/05/2026
• Dividend Payable: 10/06/2026
• Next Earnings (Estimated): 11/05/2026
• 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: 4,600
• 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: +10.9%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $5.72
• Trailing P/E Ratio: 7.36
• Forward P/E Ratio: 6.89
• P/E Growth: 0.55
• Net Income: $733.60 million
• Net Margins: 18.59%
• Pretax Margin: 21.64%
• Return on Equity: -214.84%
• Return on Assets: 22.56%

Debt

• Debt-to-Equity Ratio: 12.69
• Current Ratio: 1.13
• Quick Ratio: 1.13

Sales & Book Value

• Annual Sales: $3.95 billion
• Price / Sales: 1.31
• Cash Flow: $6.45 per share
• Price / Cash Flow: 6.52
• Book Value: $0.93 per share
• Price / Book: 45.24

Miscellaneous

• Outstanding Shares: 122,490,000
• Free Float: 121,672,000
• Market Cap: $5.15 billion
• Optionable: Optionable
• Beta: 0.38