Inside the research
H&R Block, Inc.
HRB Research profile · latest available data
Price overview
$42.19
▼ -0.42 (-1.0%)
| 52w hi | $53.69 |
|---|---|
| 52w lo | $27.41 |
| Vol | 1.84M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.27
| Short | +0.41 |
|---|---|
| Medium | +0.22 |
| Long | +0.10 |
computed 2026-09-27
Key fundamentals
H&R Block, Inc.
Consumer Cyclical · Personal Services
| Market cap | $5.20B |
|---|---|
| Enterprise value | $6.34B |
| Trailing P/E | 7.41x |
| Forward P/E | 6.10x |
| EV / EBITDA | 6.16x |
| P / S (ttm) | 1.32x |
| Profit margin | 18.6% |
| Return on equity | 713.5% |
| Revenue growth | +3.0% |
| Earnings growth | +4.5% |
| Debt / equity | 1789.42 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.26 | |
| Sector | -0.03 | |
| Technical | +0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an extended service plan; and H&R Block Emerald Prepaid Mastercard and Spruce debit cards. It also provides H&R Block Emerald Advance, a term loan; Tax Identity Shield, a program for protection of tax identity and access to services to help restore tax identity; refund advance loans; H&R Block's Instant Refund, an advance refund; and small business financial solutions, such as payment processing, payroll and bookkeeping services. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
Risk Metrics
| Beta vs SPX | 0.11 |
|---|---|
| Corr SPX | 0.05 |
| Annual vol | 38.1% |
| Annual ret | -14.2% |
| Sharpe | -0.37 |
| Max DD | -55.9% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-14 | Officer / Director Change | read |
| 2026-08-11 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-02-03 | Earnings Release, Exhibits | read |
| 2026-01-22 | Officer / Director Change, Exhibits | read |
| 2025-11-10 | Shareholder Vote | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-08-26 | Material Agreement, Material Obligation… | read |
| 2025-08-25 | Material Agreement, Exhibits | read |
| 2025-08-15 | Officer / Director Change | read |
| 2025-08-12 | Earnings Release, Reg FD Disclosure… | read |
| 2025-08-11 | Officer / Director Change, Reg FD Disclosure… | read |
Dividends
| Yield (TTM) | 1.99% |
|---|---|
| $ / share (TTM) | $0.84 |
| 5y CAGR | +8.9% |
Annual dividend per share
| 2021 | $1.07 |
|---|---|
| 2022 | $1.12 |
| 2023 | $1.22 |
| 2024 | $1.39 |
| 2025 | $1.59 |
| 2026 | $0.42 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.47B | -1.1% | |
| Operating income | $566.29M | -5.5% | |
| Net income | $605.77M | +2.6% | |
| Cash from ops | $720.86M | +1.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $42.16 | $42.64 | $41.23 | $42.19 | 1.84M |
| Sep 24 | $42.64 | $43.24 | $42.08 | $42.61 | 2.43M |
| Sep 23 | $42.80 | $43.20 | $41.85 | $42.54 | 2.19M |
| Sep 22 | $45.15 | $45.52 | $42.78 | $42.86 | 2.61M |
| Sep 21 | $45.08 | $45.24 | $44.10 | $44.50 | 1.83M |
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