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HRB
H&R Block, Inc.
30.26
500 x 29.55
300 x 31.10
bid
ask
-
0.75
2.42%
400 @ 04:03 PM
30.27 +0.01 (0.03%)
Ytd -30.56%
1y -48.55%
29.76
day range
31.37
28.34
52 week range
62.48
Open 30.85 Prev Close 31.01 Low 29.76 High 31.37 Mkt Cap 3.84B
Vol 2.70M Avg Vol 2.58M EPS 4.28 P/E 7.07 Forward P/E 5.56
Beta 0.33 Short Ratio 6.25 Inst. Own 95.95% Dividend 1.68 Div Yield 5.34
Ex Div Date 03-04 Earning 05-06 50-d Avg 31.05 200-d Avg 43.63 1yr Est 41.00
Earning
Date For Estimate Reported Surprise surprise %
2026-05-06 2026-03 5.69 N/A N/A N/A
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
2026-02-09 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
2025-08-13 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 Stock Gift
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Blackrock Inc. 15.83M 479.21M 12.49%
2025-12-30 FMR, LLC 14.57M 440.95M 11.49%
2025-12-30 Vanguard Group Inc 13.31M 403.01M 10.50%
2025-12-30 Fuller & Thaler Asset Management Inc. 4.29M 129.72M 3.38%
2025-12-30 State Street Corporation 3.99M 120.63M 3.14%
2025-12-30 AQR Capital Management, LLC 3.40M 103.00M 2.68%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund 4.10M 123.97M 3.23%
2026-02-27 iShares Trust-iShares Core S&P Mid-Cap ETF 4.08M 123.52M 3.22%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 3.95M 119.66M 3.12%
2026-02-27 iShares Trust-iShares Select Dividend ETF 2.90M 87.76M 2.29%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 2.87M 86.86M 2.26%
2026-02-27 Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund 2.54M 76.74M 2.00%
Dividend
Dividend Date
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
0.375 2024-12-05
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