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HRB · NYSE · Personal Products & Services

H&R Block (HRB)

Combines tax professionals, DIY filing software, and small-business financial tools.

$43.36
vs last close−1.14 (−2.56%)
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H&R Block, Inc.HRB
Consumer Discretionary

Combines tax professionals, DIY software, and online filing for consumer tax preparation. Extends the model with Spruce mobile banking and Block Advisors and Wave small-business services.

Combines tax professionals with DIY software and online filing for consumer tax preparation. The model pairs digital tools with human expertise and care.

Spruce is its mobile-banking app. Block Advisors and Wave provide small businesses with year-round bookkeeping, payroll, advisory, and payment-processing services. Consumer tax offerings also include financial products.

The retail-office model builds on a network expanded from its Kansas City founding and is supported by a seasonal workforce.

The consumer-tax business operates with seasonal tax professionals, while online and software channels complement the in-office preparation service for clients.

Company facts

CEOCurtis Campbell
ListedOct 13, 1969
ExchangeNYSE
HeadquartersKansas City, MO
CountryUnited States
Employees4,300
CIK0000012659
ISINUS0936711052

Market cap$5.64B
EPS (ttm)$5.74
P/E (ttm)7.75
ROE—
P/B48.01
P/S1.43
Dividend yieldDiv yield3.87%
Beta−0.23vs XLY 0.62

Price target$46.50+4.5%Average of 16 analysts
ConsensusHold8 of 16 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 12, 2026BarringtonTarget
Target: $50
Target: $60
Aug 12, 2026Goldman SachsReiterate
Rating: —Target: $32
Rating: SellTarget: $33
Feb 6, 2026Goldman SachsTarget
Target: $22.60
Target: $32
Feb 4, 2026BarringtonTarget
Target: $62
Target: $50

Next report
Nov 5, 26
in 44 days
EPS estimate
−$1.39
Revenue estimate
$212.3M
Fiscal quarter
Q1 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$1.73$5.38$2.27−$1.20−$1.84$6.02$2.38Pending
Estimate−$1.59$5.12$2.81−$1.40−$1.96$5.77$2.21−$1.39
Surprise−8.8%+5.1%−19.2%+14.3%+6.1%+4.3%+7.7%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$179.1M$2.28B$1.11B$203.6M$198.9M$2.40B$1.14BPending
Estimate$182.1M$2.25B$1.07B$200.1M$187.4M$2.34B$1.12B$212.3M
Surprise−1.6%+1.3%+3.4%+1.7%+6.1%+2.7%+2.4%—
Estimate−$1.39
ReportedDue Nov 5, 2026
Estimate$212.3M
ReportedDue Nov 5, 2026
View details

Debt to equity1,789.40%
Current ratio113.30%

ProfitabilityRevenueNet incomeNet margin

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$193.8M$179.1M$2.28B$1.11B$203.6M$198.9M$2.40B$1.14B
Net income−$172.6M−$243.4M$722.3M$299.4M−$165.8M−$242.2M$847.9M$293.7M
Net margin0.0%0.0%31.7%27.0%0.0%0.0%35.4%25.7%

GrowthOperating income

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Operating income−$228.3M−$293.3M$978.3M$371.3M−$95.4M−$298.9M$1.04B$376.8M
YoY growthLoss widenedLoss widened+5.4%+5.8%Loss narrowedLoss widened+6.0%+1.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $958.7M · Total debt $2.10B · Total assets $3.26B · Shareholders' equity $117.5M

Revenue
$1.14B
Operating income
$376.8M
Net income
$293.7M
View details

Dividend yield
3.87%
Next ex-date
Dec 3, 26
estimated · in 72 days
Annual dividend
$1.72
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.375$0.375$0.375$0.42$0.42$0.42$0.42$0.46
Annual yield2.42%2.76%2.57%3.01%3.78%5.30%4.43%3.37%
Ex-dateDec 5Mar 4Jun 4Sep 4Dec 4Mar 4Jun 3Sep 3
Payment dateJan 6Apr 3Jul 3Oct 6Jan 6Apr 6Jul 7Oct 6
View details

Institutions≈ 103.43%127.49M shares
560 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.48%1.82M shares
18 holders · as of Sep 2, 2026
Adds to104.91%

123.27M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 104.91%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
13.24%16.33Mas of Jun 30, 2026
FMR LLCInstitution
12.77%15.74Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
7.80%9.62Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.04%6.21Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.63%5.71Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Nov 19, 2025Jeffrey J. II Jonesdirector, officer: President & CEO−128,818$44.54
Nov 12, 2025Jeffrey J. II Jonesdirector, officer: President & CEO−176,449$46.46
View details

  • Intuit

    Direct overlap in DIY tax filing and small-business financial software

  • ADP

    Payroll and payroll-tax administration services for small businesses

  • Paychex

    Integrated payroll and payroll-tax services for small businesses

  • Block

    Small-business payment acceptance and consumer mobile-finance platform

Compare

CompanyPriceChange
H&R Block$43.36−2.56%$5.64B7.86.91.4+3.1%
Intuit$291.73−4.07%$83.19B18.412.43.9+13.7%
ADP$270.27+0.12%$107.90B24.722.04.9+6.8%
Paychex$115.07+0.05%$40.91B23.619.36.3+12.5%
Block$77.74−0.22%$46.37B139.117.01.9+9.3%
Median24.118.14.4+10.9%