H&R Block (HRB) Stock Price & Analysis

HRB price $49.24 +1.44 +3.01%

Ticker
HRB
Price
$49.24
Change
+1.44 +3.01%
Market cap ?
$6.03B
P/E ?
8.24
Forward P/E ?
8.02
Dividend yield ?
3.60%
Beta ?
0.39
Sector
Consumer Cyclical
Industry
Personal Products & Services
Stocklytics score
51
Value
68
Quality
48
Growth
36

Stocklytics score rationale: value 68, quality 48, growth 36.

Financials

2017201820192020202120222023202420252026
3036314000315993100030948810002639720000346327000034632700003472185000361034700037609950003945392000

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid…

Fair value

HRB fair value $193.51. Price $49.24. Price is 75% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 72% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 756.08M. Growth 0.78%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 122.49M. Net debt 1.14B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Model uncertainty high for this stock

Compare HRB

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-09—-1.43—212.28M
2026-08-112.382.211.14B1.12B
2026-05-066.025.772.40B2.34B
2026-02-03-1.84-1.96198.87M187.37M
2025-11-06-1.20-1.40203.55M200.13M
2025-08-122.272.811.11B1.07B
2025-05-075.385.122.28B2.25B
2025-02-04-1.73-1.59179.07M182.05M
2024-11-07-1.17-1.21193.81M188.39M
2024-08-151.891.741.06B1.03B
2024-05-094.944.622.18B2.14B
2024-02-06-1.27-1.58179.08M169.45M
2023-11-07-1.05-1.13183.80M182.06M
2023-08-152.051.891.03B1.01B
2023-05-094.204.512.09B2.10B
2023-02-07-1.37-1.48166.41M148.89M
2022-11-01-0.99-1.04180.00M181.76M
2022-08-091.431.261.05B996.33M
2022-05-104.113.752.06B1.94B
2022-02-01-1.02-1.28158.82M148.90M
2021-11-02-0.78-1.05192.62M242.16M
2021-08-090.615.16253.76M1.86B
2021-06-155.165.11601.03M2.47B
2021-03-09-1.17-1.252.33B470.83M
2020-12-08-1.09-0.93308.23M148.38M
2020-09-010.550.371.81B546.39M
2020-06-163.013.01150.36M1.57B
2020-03-05-0.59-0.54519.21M484.00M
2019-12-04-0.85-0.91160.80M174.04M
2019-08-28-0.72-0.76150.36M170.87M
2019-06-114.324.112.33B2.24B
2019-03-07-0.58-0.53468.38M444.16M
2018-12-06-0.83-0.92148.87M165.01M
2018-08-28-0.72-0.79145.18M155.28M
2018-06-125.435.262.39B2.32B
2018-03-06-1.16-1.33488.43M543.13M
2017-12-06-0.71-0.73140.85M142.88M
2017-08-29-0.62-0.63137.80M137.80M
2017-06-133.763.532.33B2.19B
2017-03-07-0.49-0.71451.88M488.79M

Dividends

Yield 3.49%. Payout ratio 28.76%. Frequency Quarterly.

Safety score 100/100 · Safe. Payout ratio is 29% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 41 separate years. Yield is 3.5%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-03$0.462026-09-032026-10-06Quarterly
2026-06-03$0.422026-06-032026-07-07Quarterly
2026-03-04$0.422026-03-042026-04-06Quarterly
2025-12-04$0.422025-12-042026-01-06Quarterly
2025-09-04$0.422025-09-042025-10-06Quarterly
2025-06-04$0.382025-06-042025-07-03Quarterly
2025-03-04$0.382025-03-042025-04-03Quarterly
2024-12-05$0.382024-12-052025-01-06Quarterly
2024-09-05$0.382024-09-052024-10-03Quarterly
2024-06-05$0.322024-06-052024-07-03Quarterly
2024-03-04$0.322024-03-052024-04-03Quarterly
2023-12-04$0.322023-12-052024-01-04Quarterly
2023-09-06$0.322023-09-072023-10-04Quarterly
2023-06-06$0.292023-06-072023-07-06Quarterly
2023-03-06$0.292023-03-072023-04-05Quarterly
2022-12-05$0.292022-12-062023-01-03Quarterly
2022-09-07$0.292022-09-082022-10-03Quarterly
2022-06-07$0.272022-06-082022-07-01Quarterly
2022-03-07$0.272022-03-082022-04-01Quarterly
2021-12-03$0.272021-12-062022-01-03Quarterly
2021-09-09$0.272021-09-102021-10-01Quarterly
2021-06-24$0.272021-06-252021-07-01Quarterly
2021-03-15$0.262021-03-162021-04-01Quarterly
2020-12-04$0.262020-12-072021-01-04Quarterly
2020-09-10$0.262020-09-112020-10-01Quarterly
2020-06-25$0.262020-06-262020-07-01Quarterly
2020-03-16$0.262020-03-172020-04-01Quarterly
2019-12-06$0.262019-12-092020-01-02Quarterly
2019-09-12$0.262019-09-132019-10-01Quarterly
2019-06-20$0.262019-06-212019-07-01Quarterly
2019-03-15$0.252019-03-182019-04-01Quarterly
2018-11-30$0.252018-12-032019-01-02Quarterly
2018-09-11$0.252018-09-122018-10-01Quarterly
2018-06-21$0.252018-06-222018-07-02Quarterly
2018-03-12$0.242018-03-132018-04-02Quarterly
2017-12-01$0.242017-12-042018-01-02Quarterly
2017-09-12$0.242017-09-132017-10-02Quarterly
2017-06-21$0.242017-06-232017-07-03Quarterly
2017-03-10$0.222017-03-142017-04-03Quarterly
2016-12-01$0.222016-12-052017-01-03Quarterly
2016-09-12$0.222016-09-142016-10-03Quarterly
2016-06-16$0.222016-06-202016-07-01Quarterly
2016-03-11$0.202016-03-152016-04-01Quarterly
2015-12-03$0.202015-12-072016-01-04Quarterly
2015-09-04$0.202015-09-092015-10-01Quarterly
2015-06-11$0.202015-06-152015-07-01Quarterly
2015-03-12$0.202015-03-162015-04-01Quarterly
2014-12-04$0.202014-12-082015-01-02Quarterly
2014-09-05$0.202014-09-092014-10-01Quarterly
2014-06-12$0.202014-06-162014-07-01Quarterly
2014-03-13$0.202014-03-172014-04-01Quarterly
2013-12-05$0.202013-12-092014-01-02Quarterly
2013-09-06$0.202013-09-102013-10-01Quarterly
2013-06-13$0.202013-06-172013-07-01Quarterly
2013-03-14$0.202013-03-182013-04-01Quarterly
2012-12-06$0.202012-12-102013-01-02Quarterly
2012-09-12$0.202012-09-142012-10-01Quarterly
2012-06-07$0.202012-06-112012-07-02Quarterly
2012-03-08$0.202012-03-122012-04-02Quarterly
2011-12-20$0.202011-12-222012-01-05Quarterly
2011-09-13$0.152011-09-152011-10-03Quarterly
2011-06-08$0.152011-06-102011-07-01Quarterly
2011-03-08$0.152011-03-102011-04-01Quarterly
2010-12-09$0.152010-12-132011-01-03Quarterly
2010-09-08$0.152010-09-102010-10-01Quarterly
2010-06-08$0.152010-06-102010-07-01Quarterly
2010-03-09$0.152010-03-112010-04-01Quarterly
2009-12-09$0.152009-12-122010-01-04Quarterly
2009-09-08$0.152009-09-102009-10-01Quarterly
2009-06-08$0.152009-06-102009-07-01Quarterly
2009-03-09$0.152009-03-112009-04-01Quarterly
2008-12-10$0.152008-12-122009-01-02Quarterly
2008-09-08$0.152008-09-102008-10-01Quarterly
2008-06-06$0.142008-06-102008-07-01Quarterly
2008-03-07$0.142008-03-112008-04-01Quarterly
2007-12-10$0.142007-12-122008-01-02Quarterly
2007-09-06$0.142007-09-102007-10-01Quarterly
2007-06-07$0.142007-06-112007-07-02Quarterly
2007-03-08$0.142007-03-122007-04-02Quarterly
2006-12-08$0.142006-12-122007-01-02Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-30Darling Mark J.Sell2.70K$40.69109.85K
2026-08-31Campbell Curtis ABuy49.13K——
2026-08-31Campbell Curtis ASell2.83K$51.65146.32K
2026-08-31Darling Mark J.Buy6.10K——
2026-08-31Darling Mark J.Sell4.13K$51.65213.26K
2026-08-31Manuel ScottBuy10.84K——
2026-08-31Manuel ScottSell3.74K$51.65192.96K
2026-08-31Mason Tiffany LBuy13.55K——
2026-08-31Mason Tiffany LSell3.51K$51.65181.29K
2026-08-31Redler Dara SBuy9.83K——
2026-08-31Redler Dara SSell12.22K$51.65631.11K
2026-08-31Wasleski April M.Buy1.43K——
2026-08-31Wasleski April M.Sell413$51.6521.33K
2026-08-12Redler Dara SBuy17.27K——
2026-08-12Darling Mark J.Buy4.43K——
2026-07-08Campbell Curtis ASell11$39.83438
2026-06-03Campbell Curtis ASell1.02K$37.9638.57K
2026-01-22Plaines StephanieBuy3.73K——
2026-01-22Charnaux Christian H.Buy3.73K——
2026-01-22Breig GeralynBuy3.73K——
2026-01-20Breig GeralynOther0——
2026-01-20Charnaux Christian H.Other0——
2026-01-20Plaines StephanieOther0——
2026-01-05Darling Mark J.Buy1.48K——
2026-01-05Campbell Curtis ABuy17.22K——
2026-01-01Darling Mark J.Other0——
2025-11-19Jones Jeffrey J IIBuy128.82K$29.733.83M
2025-11-19Jones Jeffrey J IISell45.00K——
2025-11-19Jones Jeffrey J IISell128.82K$44.545.74M
2025-11-19Jones Jeffrey J IISell128.82K$29.733.83M
2025-11-12Jones Jeffrey J IIBuy145.09K$29.734.31M
2025-11-12Jones Jeffrey J IISell176.45K$46.468.20M
2025-11-12Jones Jeffrey J IISell145.09K$29.734.31M
2025-11-05Cohan SeanBuy3.93K——
2025-11-05Gerard Robert ABuy3.93K——
2025-11-05Gupta AnuradhaBuy3.93K——
2025-11-05Johnson Richard ABuy10.21K——
2025-11-05Mends MiaBuy3.93K——
2025-11-05REICH VICTORIABuy3.93K——
2025-11-05Winter Matthew EBuy3.93K——
2025-11-01Wasleski April M.Buy3.29K——
2025-10-24Wasleski April M.Other0——
2025-08-31Logerwell Kellie JBuy2.09K——
2025-08-31Logerwell Kellie JSell2.95K$50.35148.38K
2025-08-31Mason Tiffany LBuy5.21K——
2025-08-31Mason Tiffany LSell1.07K$50.3553.92K
2025-08-31Mason Tiffany LBuy10.43K——
2025-08-31Jones Jeffrey J IIBuy57.70K——
2025-08-31Jones Jeffrey J IISell70.26K$50.353.54M
2025-08-31Redler Dara SBuy3.48K——
2025-08-31Redler Dara SBuy9.38K——
2025-08-31Redler Dara SSell10.55K$50.35531.44K
2025-08-31Manuel ScottBuy5.21K——
2025-08-31Manuel ScottSell1.31K$50.3565.81K
2025-08-31Manuel ScottBuy10.43K——
2025-08-31Campbell Curtis ABuy11.82K——
2025-08-31Campbell Curtis ASell1.11K$50.3556.09K
2025-08-13Redler Dara SBuy15.51K——
2025-08-13Logerwell Kellie JBuy4.41K——
2025-08-13Jones Jeffrey J IIBuy101.23K——
2025-06-03Campbell Curtis ASell931$58.9154.85K
2025-04-16Jones Jeffrey J IISell53.81K$63.283.41M
2025-01-31Redler Dara SSell3.46K$55.31191.32K
2024-11-06Johnson Richard ABuy3.15K——
2024-11-06Winter Matthew EBuy3.15K——
2024-11-06REICH VICTORIABuy3.15K——
2024-11-06Mends MiaBuy3.15K——
2024-11-06Gupta AnuradhaBuy3.15K——
2024-11-06Gerard Robert ABuy6.46K——
2024-11-06Cohan SeanBuy3.15K——
2024-09-16Logerwell Kellie JSell8.00K$64.41515.28K
2024-09-03Jones Jeffrey J IISell9.72K$63.07613.17K
2024-08-31Bowen Tony GSell50.19K$63.313.18M
2024-08-31Campbell Curtis ABuy8.29K——
2024-08-31Mason Tiffany LBuy7.19K——
2024-08-31Manuel ScottBuy1.58K——
2024-08-31Manuel ScottBuy7.19K——
2024-08-31Jones Jeffrey J IIBuy45.89K——
2024-08-31Jones Jeffrey J IISell175.30K$63.3111.10M
2024-08-31Redler Dara SBuy6.63K——
2024-08-31Redler Dara SSell2.58K$63.31163.28K
2024-08-31Logerwell Kellie JBuy1.60K——
2024-08-31Logerwell Kellie JSell8.19K$63.31518.70K
2024-08-19Redler Dara SSell9.10K$64.10583.31K
2024-08-19Logerwell Kellie JSell9.85K$65.00639.99K
2024-08-19Bowen Tony GSell79.26K$65.175.17M
2024-08-14Bowen Tony GBuy92.52K——
2024-08-14Logerwell Kellie JBuy15.04K——
2024-08-14Jones Jeffrey J IIBuy318.03K——
2024-08-14Logerwell Kellie JBuy7.00K——
2024-08-14Jones Jeffrey J IIBuy148.09K——
2024-08-14Bowen Tony GBuy43.08K——
2024-08-07Manuel ScottSell0——
2024-08-05Mason Tiffany LOther0——
2024-07-01Jones Jeffrey J IISell44.98K$54.552.45M
2024-06-03Campbell Curtis ABuy6.98K——
2024-05-31Campbell Curtis AOther0——
2024-02-23Jones Jeffrey J IISell85.92K$49.214.23M
2024-02-15Jones Jeffrey J IISell14.94K$48.02717.35K
2024-02-01Redler Dara SSell3.26K$46.38151.29K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 561, holders +52 vs prior quarter. Ownership 102.20%.

HolderSharesChangeChange %Value
BLACKROCK, INC.16.33M787.42K+5.07%621.70M
FMR LLC15.74M456.90K+2.99%599.54M
AQR CAPITAL MANAGEMENT LLC9.62M6.43M+202.14%366.19M
VANGUARD PORTFOLIO MANAGEMENT LLC6.21M-1.06M-14.60%236.50M
VANGUARD CAPITAL MANAGEMENT LLC5.71M58.11K+1.03%217.56M
STATE STREET CORP4.16M163.12K+4.08%160.03M
FULLER & THALER ASSET MANAGEMENT, INC.3.98M-304.37K-7.11%151.40M
LAZARD ASSET MANAGEMENT LLC3.24M-516.62K-13.74%123.55M
GEODE CAPITAL MANAGEMENT, LLC3.06M-75.78K-2.42%116.60M
NORTHERN TRUST CORP2.93M-80.78K-2.68%111.74M
DIMENSIONAL FUND ADVISORS LP2.27M-35.29K-1.53%86.54M
MORGAN STANLEY2.19M197.49K+9.93%83.22M
FIRST TRUST ADVISORS LP2.01M678.97K+51.10%76.45M
GOLDMAN SACHS GROUP INC1.92M841.52K+77.82%73.22M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.91M318.04K+19.95%72.83M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.85M63.48K+3.56%70.26M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.85M1.85MNew70.26M
LOS ANGELES CAPITAL MANAGEMENT LLC1.71M1.24M+263.48%65.28M
LSV ASSET MANAGEMENT1.59M60.10K+3.92%60.62M
BANK OF NEW YORK MELLON CORP1.48M-40.51K-2.67%56.22M
RANMORE FUND MANAGEMENT LTD1.40M00.00%53.31M
FRAMTIDEN HOLDINGS MANAGEMENT CO LLC1.14M650.00K+132.65%47.22M
NORGES BANK1.22M1.22MNew46.44M
ROYCE & ASSOCIATES LP1.06M286.64K+36.90%40.49M
INVESCO LTD.977.70K-473.38K-32.62%37.23M

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H&R Block (HRB) Stock Price & Analysis

HRB$49.24+1.44 +3.01%

$6.03B

Market Cap

8.24

P/E

8.02

Forward P/E

51

Score

Price History