Sectors

HRB
H&R Block, Inc.
38.28
2 x 38.30
1 x 38.29
bid
ask
+
0.32
0.83%
12:12 PM
timesize
Ytd -12.17%
1y -34.30%
38.11
day range
39.00
28.16
52 week range
58.38
Open 38.48 Prev Close 37.96 Low 38.11 High 39.00 Mkt Cap 4.85B
Vol 484.53K Avg Vol 2.44M EPS 5.59 P/E 6.85 Forward P/E 6.63
Beta 0.30 Short Ratio 6.39 Inst. Own 100.40% Dividend 1.68 Div Yield 4.25
Ex Div Date 06-03 Earning 05-06 50-d Avg 33.78 200-d Avg 40.96 1yr Est 39.50
Earning
Date For Estimate Reported Surprise surprise %
2026-05-06 2026-03 5.69 6.02 0.33 5.80%
2026-02-03 2025-12 0 N/A 0.12 6.12%
2025-11-06 2025-09 0 N/A 0.2 14.29%
2025-08-12 2025-06 2.81 2.27 -0.54 -19.22%
2025-05-07 2025-03 5.12 5.38 0.26 5.08%
2025-02-04 2024-12 0 N/A -0.2 -13.07%
Upgrade / Downgrade
Date Firm Action From To
2026-04-27 Barrington Research Upgrade Outperform Outperform
2026-02-09 Goldman Sachs Upgrade Sell Sell
2026-02-04 Barrington Research Upgrade Outperform Outperform
2026-01-22 Barrington Research Upgrade Outperform Outperform
2025-10-27 Barrington Research Upgrade Outperform Outperform
2025-09-23 Barrington Research Upgrade Outperform Outperform
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
Date Name Relation Quantity Description
2024-08-18 BOWEN TONY G Chief Financial Officer 90.10K Sale
2026-01-04 CAMPBELL CURTIS A Chief Executive Officer 42.82K Stock Award(Grant)
2025-11-04 GERARD ROBERT A Director 337.26K Stock Award(Grant)
2025-11-04 GUPTA ANURADHA Director 43.28K Stock Award(Grant)
2025-11-04 JOHNSON RICHARD A Director 91.28K Stock Award(Grant)
2025-11-18 JONES JEFFREY J II Chief Executive Officer 861.31K Sale
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 Blackrock Inc. 15.54M 599.49M 12.26%
2026-03-30 FMR, LLC 15.29M 589.79M 12.06%
2026-03-30 Vanguard Portfolio Management LLC 7.27M 280.57M 5.74%
2026-03-30 Vanguard Capital Management LLC 5.66M 218.17M 4.46%
2026-03-30 Fuller & Thaler Asset Management Inc. 4.28M 165.13M 3.38%
2026-03-30 State Street Corporation 3.99M 154.12M 3.15%
Fund Ownership
Report Date Organization Position Value Percentage
2026-04-29 iShares Trust-iShares Core S&P Mid-Cap ETF 4.27M 164.93M 3.37%
2026-03-30 Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund 4.10M 158.00M 3.23%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 4.01M 154.77M 3.16%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 2.92M 112.76M 2.31%
2026-04-29 Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund 2.92M 112.56M 2.30%
2026-03-30 Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. 2.77M 106.87M 2.19%
Dividend
Dividend Date
0.42 2026-06-03
0.42 2026-03-04
0.42 2025-12-04
0.42 2025-09-04
0.375 2025-06-04
0.375 2025-03-04
Split
Split Date
2 : 1 2005-08-23
2 : 1 2001-08-02
2 : 1 1991-10-02
2 : 1 1987-10-02
2 : 1 1985-10-02