Sectors

HRB
H&R Block, Inc.
40.90
2 x 40.88
1 x 40.91
bid
ask
+
0.04
0.09%
02:35 PM
timesize
Ytd-6.16%
1y-26.95%
40.30
day range
42.10
28.16
52 week range
56.76
Open40.50Prev Close40.86Low40.30High42.10Mkt Cap5.18B
Vol623.54KAvg Vol2.46MEPS5.25P/E7.78Forward P/E6.64
Beta0.36Short Ratio8.02Inst. Own100.35%Dividend1.68Div Yield4.35
Ex Div Date06-03Earning05-0650-d Avg36.78200-d Avg39.271yr Est39.50
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-062026-035.696.020.335.80%
2026-02-032025-120N/A0.126.12%
2025-11-062025-090N/A0.214.29%
2025-08-122025-062.812.27-0.54-19.22%
2025-05-072025-035.125.380.265.08%
2025-02-042024-120N/A-0.2-13.07%
Upgrade / Downgrade
DateFirmActionFromTo
2026-04-27Barrington ResearchUpgradeOutperformOutperform
2026-02-09Goldman SachsUpgradeSellSell
2026-02-04Barrington ResearchUpgradeOutperformOutperform
2026-01-22Barrington ResearchUpgradeOutperformOutperform
2025-10-27Barrington ResearchUpgradeOutperformOutperform
2025-09-23Barrington ResearchUpgradeOutperformOutperform
Profile
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 Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
Insider Holder
DateNameRelationQuantityDescription
2024-08-18BOWEN TONY GChief Financial Officer90.10KSale
2026-01-04CAMPBELL CURTIS AChief Executive Officer42.82KStock Award(Grant)
2025-11-04GERARD ROBERT ADirector337.26KStock Award(Grant)
2025-11-04GUPTA ANURADHADirector43.28KStock Award(Grant)
2025-11-04JOHNSON RICHARD ADirector91.28KStock Award(Grant)
2025-11-18JONES JEFFREY J IIChief Executive Officer861.31KStock Gift
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Blackrock Inc.15.54M600.65M12.26%
2026-03-30FMR, LLC15.29M590.93M12.06%
2026-03-30Vanguard Portfolio Management LLC7.27M281.11M5.74%
2026-03-30Vanguard Capital Management LLC5.66M218.60M4.46%
2026-03-30Fuller & Thaler Asset Management Inc.4.28M165.45M3.38%
2026-03-30State Street Corporation3.99M154.42M3.15%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-05-30iShares Trust-iShares Core S&P Mid-Cap ETF4.30M166.25M3.39%
2026-04-29Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund4.06M157.06M3.21%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund4.01M155.07M3.16%
2026-05-30Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund3.12M120.74M2.46%
2026-05-30Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.3.03M117.05M2.39%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.92M112.98M2.31%
Dividend
DividendDate
0.422026-06-03
0.422026-03-04
0.422025-12-04
0.422025-09-04
0.3752025-06-04
0.3752025-03-04
Split
SplitDate
2 : 12005-08-23
2 : 12001-08-02
2 : 11991-10-02
2 : 11987-10-02
2 : 11985-10-02