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H&R Block, Inc. HRB

Consumer Cyclical — Personal Services
Dividend Aristocrat
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
13.94
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 2 — — — — — — — — — —
Insider Ownership
4.98%

Capital & Financial Ratios

Market Cap
5,520.00
Revenue
3,945.39
Net Income
733.60
Free Cash Flow
756.08
Net Debt
513.59
Current Ratio
1.13
Debt/Equity
12.69
P/E ratio
7.74
P/S ratio
1.43
P/B ratio
48.08
Past 5Y EPS Growth
15.11%
This Y EPS Growth
15.82%
Next Y EPS Growth
12.52%
Next 5Y EPS Growth
15.68%
in millions of $

Dividends

Payout Ratio
0.33
Annual Dividend Rate
1.28
Annual Dividend Yield
2.83%
total individual payouts
2029 ‡‡‡‡
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 1.69
—
—
—
2025 1.59
—
—
—
—
2024 1.39
—
—
—
—
2023 1.22
—
—
—
—
2022 1.12
—
—
—
—
2021 1.07
—
—
—
—
2020 1.04
—
—
—
—
2019 1.03
—
—
—
—
2018 0.99
—
—
—
—
2017 0.94
—
—
—
—
2016 0.86
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 1,015.00 1,075.19 1,003.14 977.90
Receivables 96.00 69.08 63.62 58.25
Inventory — — — —
Other 76.00 — — —
1,187.00 1,239.48 1,162.55 1,125.56
2023 2024 2025 2026
Payables 160.00 155.83 144.05 156.33
ST’ Debt 205.00 — 349.89 —
Other 302.00 — — —
939.00 977.33 1,298.61 993.43
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Sep Dec Mar Jun Year
’26 — — — —
—
’26 203.55 198.87 2,398.11 1,144.87
3,945.39
’25 193.81 179.07 2,277.10 1,111.01
3,761.00
’24 183.80 179.08 2,184.83 1,062.63
3,610.35
’23 — — — 1,032.15
3,472.19
’23 179.99 166.41 2,093.65 —
3,472.00
’22 — — — 1,050.07
3,463.27
in millions of $

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — —
—
’26 (356.84) (613.95) 1,557.51 251.98
838.70
’25 (328.58) (567.06) 1,324.96 251.56
680.88
’24 (334.99) (607.18) 1,362.43 300.60
720.86
’23 — — — 323.46
821.84
’23 (321.67) (458.79) 1,278.84 —
821.84
’22 — — — 435.41
808.54
in millions of $

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — —
—
’26 (370.03) (649.50) 1,539.10 236.51
756.08
’25 (347.32) (597.44) 1,302.29 241.31
598.85
’24 (347.90) (626.97) 1,341.31 290.75
657.18
’23 — — — 310.42
752.14
’23 (337.83) (484.13) 1,263.68 —
821.84
’22 — — — 426.17
746.58
in millions of $

EPS

Sep Dec Mar Jun Year
’26 — — — —
—
’26 (1.26) (1.92) 6.60 2.30
5.66
’25 (1.24) (1.80) 5.31 2.20
4.39
’24 (1.12) (1.33) 4.86 1.81
4.12
’23 — — — 1.96
3.51
’23 (1.06) (1.45) 4.12 —
3.51
’22 — — — 1.36
3.24

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

3
1
Buy
2
3
Hold
4
5
Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.08 28.83 42.28 41.17 28.16 — — —
Low Price
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.76 49.04 68.45 64.62 58.67 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,800 4,000 4,200 4,300 4,600 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.00 0.00 0.86 0.87 0.86 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,463.00 3,472.00 3,610.35 3,761.00 3,945.39 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 45.68% 44.61% 44.84% 44.53% 44.33% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 659.00 711.00 762.32 781.40 853.89 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19.03% 20.48% 21.11% 20.78% 21.64% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 558.00 560.00 595.32 605.77 733.60 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 142.18 130.50 121.78 116.83 122.44 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.49 22.55 25.44 27.73 30.91 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 3.22 3.51 4.12 4.39 5.66 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.78 5.34 5.08 5.02 6.57 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.00 0.00 (0.45) (0.60) (0.65) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.78 5.34 4.63 4.42 5.92 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.25 0.21 0.64 0.66 0.92 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 169.00 154.00 141.93 135.63 127.64 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.00 11.47 12.97 12.28 6.66 ‡‡‡‡ ‡‡‡‡ —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.46 1.49 2.15 1.98 1.23 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 94.02 0.00 85.74 83.75 41.37 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.75 1.70 2.32 2.11 1.45 ‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.34 6.82 12.75 13.25 7.57 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 808.54 821.84 720.86 680.88 838.70 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (61.95) (69.70) (63.68) (82.03) (82.61) — — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 808.54 821.84 657.18 598.85 756.08 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 385.00 248.00 262.15 (136.06) 132.13 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,923.00 1,935.00 1,491.10 1,493.20 1,491.49 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 872.00 920.00 415.90 490.06 513.59 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 212.00 32.00 90.59 88.90 117.49 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.92% 17.38% 18.93% 18.69% 22.50% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.00% 0.00% 99.37% 89.38% 89.89% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 195.25% 452.32% 970.69% 674.99% 710.90% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

H&R Block (HRB) has proven its staying power in the tax prep world, bouncing back from a brutal COVID revenue dip in 2020 (down 15% to $2.64B) to hit $3.61B in 2024—a steady climb fueled by digital shifts, stimulus rebounds, and smart adaptations like AI tools and online filings now over 50% of revenue. EPS has soared from $1.50 in 2016 to $4.12 in 2024 (13% CAGR), supercharged by aggressive buybacks that slashed shares outstanding by 43%, boosting free cash flow per share to $4.63 and enabling debt cuts from $3.5B to $1.49B. Gross margins hold firm at 44-46%, and metrics like ROA at 18.9% show real efficiency gains.

Valuations look tasty—PE around 10-13x, EV/FCF dipping to 6.8x recently—trading at a discount to fintech peers despite rock-solid 20%+ FCF margins. Insider selling (CEO-led, $17M over the past year) adds a note of caution amid no buys, but it’s common post-rally. Growth engines hum with small-business expansions, acquisitions like WavePLM, and regulatory wins, lifting revenue per employee and per share dramatically.

Analysts see more upside: revenue to $4.11B by 2028 (4-9% annual growth), EPS to $5+, with price targets implying 3-61% gains from here. HRB’s counter-cyclical moat (taxes don’t wait for recessions) and shrinking float make it a compelling value play for patient investors chasing seasonal pops and long-term compounding—dive into the full analysis for the risks and details that could make it your next winner.

Read full commentary →

H&R Block, Inc. (HRB) Latest News

News by impact score

Fine-tune

18 Sep

3 , 1:48 PM
INTU doubles down on AI investments aiming to fuel its next growth wave. Competitor INTU advancing AI in tax services may moderately pressure HRB market position.

17 Sep

3 , 3:14 PM
Tax complexity fuels an undervalued narrative for H&R Block (HRB). Tax complexity supports HRB's undervalued positioning with moderate effects on market sentiment and trajectory.

3 , 10:18 AM
Intuit pushes free QuickBooks to increase customer growth in accounting software amid competition with tax and financial services providers including H&R Block. Intuit free QuickBooks push adds competitive pressure on H&R Block in overlapping small-business financial tools and services.

15 Sep

4 , 12:45 PM
H&R Block implements AI to enhance operations, improve service delivery and increase overall company value. AI adoption constitutes a major strategic move that can materially improve efficiency and competitive positioning in tax services.

3 , 7:00 AM
New tax law enables businesses to reduce tax liabilities through updated deductions and compliance options. Tax law changes directly influence demand for core tax preparation and advisory services.

14 Sep

3 , 10:31 AM
H&R Block stock offers strong growth potential from tax services and should be added to portfolios now. Positive factors cited are expected to moderately influence HRB financial performance and investor sentiment.

4 Sep

4 , 11:50 AM
H&R Block posted Q2 earnings that beat forecasts across revenue and EPS, reflecting strength in core tax services, digital platforms, and cost controls that boosted overall profitability. Beat-and-raise Q2 results signal sustained revenue growth and margin expansion that can lift valuation multiples and near-term share price.

3 , 5:07 AM
H&R Block stock receives fair value boost after Q4 earnings beat and FY27 guidance release. Q4 beat plus FY27 guidance triggers analyst fair value increase with moderate effect on stock trajectory.

2 Sep

3 , 10:33 AM
Intuit questions if TurboTax Live can sustain momentum in assisted tax prep, posing ongoing competitive threat to H&R Block's core services in a shifting market. Competitor product momentum analysis signals moderate pressure on H&R Block's assisted tax offerings without indicating immediate fundamental shifts.

1 Sep

3 transcript www.marketbeat.com, 10:03 AM
Regis Q4 earnings call covers financial results, revenue and EPS figures, operational updates, cost management efforts and forward outlook comments tied to H&R Block performance. Quarterly earnings details and guidance offer moderate influence on near-term financial expectations and sentiment.

24 Aug

3 , 12:40 PM
Intuit prepares to release Q4 earnings, prompting investors to reassess positions in tax-preparation competitor H&R Block amid broader sector performance signals. Intuit earnings may reveal industry-wide tax-season trends that moderately influence H&R Block sentiment and positioning.

21 Aug

3 , 9:58 AM
Intuit's consumer flywheel continues to deliver gains, with cross-selling efforts under scrutiny for their ability to sustain elevated average revenue per user levels. Intuit's cross-selling momentum in tax services may incrementally pressure H&R Block's competitive positioning and ARPU trajectory.

20 Aug

3 , 6:11 PM
H&R Block (HRB) stock may trade at a discount following fiscal 2027 confidence. Fiscal 2027 confidence paired with discount trading outlook points to moderate effects on HRB valuation and sentiment.

18 Aug

3 , 4:13 AM
H&R Block addressed top 5 analyst questions in its Q2 earnings call. Q2 earnings call questions may moderately affect company outlook and stock performance.

14 Aug

4 , 10:53 AM
H&R Block Q2 results reflect client mix shifts and technology investments that support higher full-year guidance. Raised guidance driven by client mix changes and tech spending signals material improvement in H&R Block's operating outlook.

3 , 12:10 PM
H&R Block reported Q4 earnings and revenues that beat estimates, prompting a 14.3% stock price increase. Earnings beats generate short-term stock gains but rarely shift long-term operational or competitive trajectory.

13 Aug

4 , 12:33 AM
H&R Block (HRB) stock rose 18.1% after achieving record client gains and executing aggressive share buybacks. Record client growth combined with large-scale buybacks indicates major operational strength and capital returns that can significantly lift future performance and investor outlook.

3 www.barchart.com, 7:30 PM
H&R Block posted strong earnings and boosted its dividend by nearly 10%. Strong earnings and dividend hike by nearly 10% moderately lift H&R Block financial results and stock appeal.

12 Aug

4 transcript , 1:02 AM
H&R Block reported record Q4 2026 performance during its earnings call, highlighting strategic initiatives that drove results. Record earnings and strategic moves signal major positive shifts in financial trajectory and investor outlook.

3 , 11:18 PM
H&R Block posts record results and launches buybacks, but the stock still appears fully valued with limited upside. Record results and buybacks offer modest positive signals without fundamentally shifting company trajectory or market position.

3 , 10:00 AM
H&R Block outlined FY2027 growth priorities in its Q4 earnings call. FY2027 growth priorities were detailed in the earnings call.

11 Aug

3 transcript app.moby.co, 10:10 PM
H&R Block, Inc. held its Q4 2026 earnings call covering financial results, revenue, earnings metrics and forward outlook. Quarterly earnings data directly shapes near-term valuation and investor positioning for HRB.

3 transcript www.fool.com, 10:07 PM
H&R Block (HRB) released Q4 2026 earnings call transcript covering financial results, performance metrics, and forward outlook. Quarterly earnings transcript supplies updated financials and guidance that can shift near-term investor sentiment and valuation.

3 transcript www.marketbeat.com, 10:04 PM
H&R Block held its Q4 earnings call, covering quarterly financial results, revenue, earnings per share, and forward outlook for its tax preparation and financial services business. Quarterly earnings updates supply fresh financial metrics that can shift near-term sentiment and valuation without transforming long-term strategy.

3 , 5:45 PM
H&R Block (HRB) Q4 earnings and revenues surpassed estimates. Earnings beat may lift near-term stock price and sentiment.

3 , 4:38 PM
H&R Block beat Q2 CY2026 sales expectations and its stock rose 12.2%. Sales beat and resulting stock jump reflect stronger quarterly results that can lift near-term investor sentiment.

3 , 4:05 PM
H&R Block reported fiscal 2026 results and enters fiscal 2027 with confidence. Earnings release with forward outlook may move stock and sentiment but remains routine.

29 Jul

3 , 5:09 AM
H&R Block (HRB) shares have skyrocketed. Share price surge signals notable but not necessarily transformative market sentiment shift for HRB.

20 Jul

3 , 10:29 AM
Intuit's TurboTax Live shows strong growth that may offset volatility in the DIY tax preparation segment. Strong competitor performance in TurboTax Live directly pressures H&R Block's market share and growth outlook.

16 Jul

3 www.trefis.com, 9:06 AM
INTU shares trade at depressed valuations despite robust operational results and cash generation, positioning the company favorably against tax services rivals including HRB. Positive momentum at competitor INTU may modestly erode HRB market share and investor sentiment in the tax preparation sector.
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