H&R Block, Inc.
HRB
NYSE·Consumer Cyclical·Personal Products & Services·Mkt cap $6.2B
$49.06
▼ -3.99%
P/E
11.05
Mkt Cap
$6.2B
52-Wk Range
$28.16–$58.67
52-Week Range
$28.16 - $58.67
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 5.7% over the trailing year
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
+30.7% over 3m
Quality
Excellent
Solid business
Dividend
Solid
3.51% yield
Smart-money signal
Who's buying HRB right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 11, 2026
Reported EPS of $2.38 vs $2.21 consensus (+7.7% surprise). Revenue of $1.1B vs $1.1B expected (+2.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+7.7%
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
50%
Hold
0%
Sell
50%
Median Price Target
—
Latest: Goldman Sachs · Aug 12, 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.
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