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HRB

H&R Block, Inc.

HRB

NYSE·Consumer Cyclical·Personal Products & Services·Mkt cap $5.0B

$40.04

+1.78%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$28.16 - $57.55

P/E

9.02

Fwd P/E

6.88

Beta

0.37

Div Yield

4.27%

Avg Vol

2.5M

Shares Out

126.8M

Mkt Cap

$5.0B

Price action

Price chart

Down 29.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Largest retail tax preparation network with 4,000+ company-owned and franchise locations
  • Trusted brand with 68+ years of market presence and customer loyalty
  • Integrated ecosystem of financial services increasing customer switching costs
  • Advanced proprietary technology platform optimized for user experience and compliance

Bear Case

1 risk

  • Low volatility (beta 0.4).

Growth

Stable outlook

Digital transformation and migration of assisted customers to online platforms

Value

Undervalued - trading well below Professional Services peers

Momentum

Hot

+22.3% over 3m

Quality

Strong

Excellent business quality

Dividend

Solid

4.27% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 11, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $6.02 vs $5.77 consensus (+4.3% surprise). Revenue of $2.4B vs $2.3B expected (+2.7%). Beat on both top and bottom lines.

EPS beat +4.3%
Rev beat +2.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+4.3%

Next: Aug 11, 2026

Revenue trend · last 8Q

+4%

+5%

+5%

+11%

Q3 24

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

$2.2B

$1.1B

$193.8M

$179.1M

$2.3B

$1.1B

$203.6M

$198.9M

Margins · last 8Q

Gross

84.9%

Operating

-150.3%

Profit

-121.8%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

0%

Sell

1

50%

Median Price Target

Latest: Barrington · Apr 27, 2026

vs Industry

How HRB stacks vs Personal Products & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.