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HRB Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
31.800
Open
31.480
VWAP
31.44
Vol
1.58M
Mkt Cap
3.96B
Low
30.865
Amount
49.79M
EV/EBITDA(TTM)
6.28
Total Shares
126.76M
EV
6.04B
EV/OCF(TTM)
9.98
P/S(TTM)
1.09
H&R Block, Inc. is engaged in providing tax preparation services, financial products, and small business solutions. The Company provides assisted and do-it-yourself (DIY) tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes H&R Block-branded services and products. It also offers small business solutions through its Company-owned and franchise offices (including in-person, online and virtual) and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, the Company also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.
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Events Timeline

(ET)
2026-02-11
08:40:00
H&R Block Launches Creator Tool and Hosts Celebration Event
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2026-02-03 (ET)
2026-02-03
16:20:00
Company Reports Q2 Revenue of $198.9M, Exceeds Expectations
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2026-02-03
16:20:00
Reaffirms FY26 Revenue Guidance of $3.875B-$3.895B
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2025-12-16 (ET)
2025-12-16
17:10:00
Levi Strauss Appoints Jeffrey Jones II to Board Effective January 21, 2026
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2025-11-06 (ET)
2025-11-06
16:12:33
H&R Block projects FY26 adjusted EPS between $4.85 and $5.00, with consensus at $4.95.
select
2025-11-06
16:11:50
H&R Block announces Q1 adjusted EPS of $1.20, falling short of consensus estimate of $1.35
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2025-11-06
11:57:19
Trump Administration to Terminate Free Direct File Tax Filing Program, According to WSJ
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link

News

Yahoo Finance
6.5
03-16Yahoo Finance
Investment Outlook for H&R Block Stock
  • Stock Performance: As of March 5, H&R Block's stock was trading at $31.67, with trailing and forward P/E ratios of 7.21 and 5.75 respectively, indicating its relatively undervalued investment potential that has garnered investor interest.
  • Business Diversification: H&R Block's acquisition of Wave, a small business accounting platform, introduces a high-growth SaaS revenue stream that not only enhances its traditionally seasonal tax business but also improves revenue stability and diversity.
  • Capital Allocation Strategy: The company returned approximately $600 million to shareholders in FY25 through buybacks, having retired nearly 47% of its outstanding shares since 2016, demonstrating its commitment to aggressive capital management and shareholder returns.
  • Stable Cash Flow: H&R Block's steady free cash flow, combined with a 3.9% dividend yield, provides reliable returns for income-oriented investors, while its digital initiatives and SaaS expansion offer significant growth potential.
Fool
8.5
03-12Fool
Lodge Hill Capital Acquires $34.86 Million Stake in H&R Block
  • New Investment Position: Lodge Hill Capital initiated a new position in H&R Block during Q4 2026 by acquiring 800,000 shares worth $34.86 million, indicating a strategic bet on the company's resilience in the tax preparation sector.
  • Ownership Significance: H&R Block represents 6.59% of Lodge Hill Capital's 13F reportable AUM, highlighting its significance within the investment portfolio, especially in the current market context where tax services remain essential.
  • Financial Performance Highlights: H&R Block reported a revenue of $198.9 million in its latest fiscal second quarter, reflecting an 11% year-over-year increase driven by robust demand for assisted tax preparation services, suggesting sustained market interest in its offerings.
  • Future Outlook: The company anticipates full-year revenue between $3.88 billion and $3.90 billion, with EBITDA projected at approximately $1.02 billion to $1.04 billion, demonstrating management's confidence in future performance despite the challenges posed by industry automation.
NASDAQ.COM
8.5
03-12NASDAQ.COM
Lodge Hill Capital Acquires 800,000 Shares of H&R Block
  • New Investment Position: Lodge Hill Capital acquired 800,000 shares of H&R Block in Q4, totaling $34.86 million, indicating confidence in the company's growth potential.
  • Quarter-End Value Increase: The value of H&R Block's stake increased by $34.86 million due to this new investment, reflecting strong demand and market recognition in the tax services sector.
  • Financial Health: H&R Block reported Q2 revenue of $198.9 million, an 11% year-over-year increase, driven by stronger assisted tax preparation volumes and continued growth in digital products.
  • Future Outlook: Management reaffirmed full-year revenue guidance of $3.88 billion to $3.90 billion and EBITDA of $1.02 billion to $1.04 billion, demonstrating resilience amid seasonal fluctuations and a commitment to returning capital to shareholders.
Yahoo Finance
7.5
02-26Yahoo Finance
Dual Benefits of Investing in Small Businesses
  • Investment Return Advantage: Jody Vanarsdale, H&R Block's Small Business Tax Director, highlights that investing in small business stocks can provide capital gains tax relief while enhancing local businesses' cash flow, thereby promoting community economic development.
  • Holding Requirements: Current regulations require investors to hold small business stocks for five years, with total assets not exceeding $50 million, aimed at encouraging long-term investments and supporting small business growth.
  • Impact of New Regulations: The new legislation allows for a 50% capital gains reduction after three years, 75% after four years, and 100% after five years, providing investors with greater flexibility to reinvest in other small businesses.
  • Community Support: By investing in nearby small businesses, investors not only gain financial returns but also directly support community development, strengthening ties with business owners and creating a positive feedback loop.
Barron's
7.0
02-25Barron's
IRS Direct File Is No More; Free File Might Not Be the Solution.
  • IRS Filing Options: The IRS has discontinued its free in-house filing service, Direct File, which was available for the past two years.

  • Reason for Discontinuation: The Trump administration cited cost overruns and limited usage as the reasons for ending the Direct File service.

NASDAQ.COM
2.0
02-20NASDAQ.COM
H&R Block Shares Enter Oversold Territory
  • Oversold Signal: H&R Block, Inc. (Ticker: HRB) saw its RSI drop to 29.6 during Friday's trading, indicating the stock has entered oversold territory, suggesting that the recent heavy selling may be exhausting, prompting investors to consider buying opportunities.
  • Price Fluctuation: HRB shares hit a low of $29.8609, with the current trading price at $30.39, only $2.23 above the 52-week low of $28.16, indicating short-term price volatility and shifts in market sentiment.
  • Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 50.6, HRB's low RSI may attract bullish investors, signaling potential rebound opportunities that could influence future buying decisions.
  • Historical Performance: HRB's 52-week high stands at $64.6197, with the current stock price significantly below this level, reflecting diminished market confidence in the stock, necessitating cautious evaluation of its future performance.
Wall Street analysts forecast HRB stock price to rise
2 Analyst Rating
Wall Street analysts forecast HRB stock price to rise
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
62.00
Averages
62.00
High
62.00
Current: 0.000
sliders
Low
62.00
Averages
62.00
High
62.00
Goldman Sachs
Sell
downgrade
$48 -> $32
AI Analysis
2026-02-06
Reason
Goldman Sachs
Price Target
$48 -> $32
AI Analysis
2026-02-06
downgrade
Sell
Reason
Goldman Sachs lowered the firm's price target on H&R Block to $32 from $48 and keeps a Sell rating on the shares. H&R Block's Q2 represents one of its seasonally-lightest quarters, and the upcoming 2026 tax season entails risks of limited growth and market share loss, the analyst tells investors in a research note. Goldman also sees competitive risks from TurboTax's push into assisted tax prep and AI-native entrants in the tax and accounting space.
Barrington
Alexander Paris
Outperform
to
NULL
downgrade
$62 -> $50
2026-02-04
Reason
Barrington
Alexander Paris
Price Target
$62 -> $50
2026-02-04
downgrade
Outperform
to
NULL
Reason
Barrington analyst Alexander Paris lowered the firm's price target on H&R Block to $50 from $62 and keeps an Outperform rating on the shares. H&R Block's Q1 results were head of expectations and guidance for fiscal 2026 was reaffirmed, the analyst tells investors in a research note.
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Valuation Metrics

The current forward P/E ratio for H & R Block Inc (HRB.N) is 8.70, compared to its 5-year average forward P/E of 10.15. For a more detailed relative valuation and DCF analysis to assess H & R Block Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.15
Current PE
8.70
Overvalued PE
11.63
Undervalued PE
8.67

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
8.08
Current EV/EBITDA
7.11
Overvalued EV/EBITDA
9.13
Undervalued EV/EBITDA
7.03

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.70
Current PS
1.38
Overvalued PS
2.02
Undervalued PS
1.37

Financials

AI Analysis
Annual
Quarterly

Whales Holding HRB

F
Fuller & Thaler Asset Management, Inc.
Holding
HRB
+11.48%
3M Return
C
Cambria Investment Management, L.P.
Holding
HRB
-3.59%
3M Return

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Frequently Asked Questions

What is H & R Block Inc (HRB) stock price today?

The current price of HRB is 31.64 USD — it has increased 1.38

What is H & R Block Inc (HRB)'s business?

H&R Block, Inc. is engaged in providing tax preparation services, financial products, and small business solutions. The Company provides assisted and do-it-yourself (DIY) tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes H&R Block-branded services and products. It also offers small business solutions through its Company-owned and franchise offices (including in-person, online and virtual) and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, the Company also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.

What is the price predicton of HRB Stock?

Wall Street analysts forecast HRB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HRB is62.00 USD with a low forecast of 62.00 USD and a high forecast of 62.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is H & R Block Inc (HRB)'s revenue for the last quarter?

H & R Block Inc revenue for the last quarter amounts to 198.87M USD, increased 11.05

What is H & R Block Inc (HRB)'s earnings per share (EPS) for the last quarter?

H & R Block Inc. EPS for the last quarter amounts to -1.92 USD, increased 6.67

How many employees does H & R Block Inc (HRB). have?

H & R Block Inc (HRB) has 4300 emplpoyees as of March 31 2026.

What is H & R Block Inc (HRB) market cap?

Today HRB has the market capitalization of 3.96B USD.