H&R Block/$HRB
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About H&R Block
H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
- Ticker
- $HRB
- Sector
- Consumer Discretionary
- Primary listing
- NYSE
- Employees
- 4,600
- Headquarters
- Kansas City, United States
- Website
- www.hrblock.com
H&R Block Metrics
BasicAdvanced
$6.4B
9.22
$5.67
0.35
$1.72
3.52%
Price and volume
Market cap
$6.4B
Beta
0.35
52-week high
$58.67
52-week low
$28.16
Average daily volume
1.8M
Dividend rate
$1.72
Financial strength
Current ratio
1.133
Quick ratio
1.024
Long term debt to equity
15.947
Total debt to equity
17.894
Dividend payout ratio (TTM)
28.76%
Interest coverage (TTM)
11.26%
Profitability
EBITDA (TTM)
1,030.126
Gross margin (TTM)
44.33%
Net profit margin (TTM)
18.59%
Operating margin (TTM)
23.01%
Effective tax rate (TTM)
13.77%
Revenue per employee (TTM)
$860,000
Management effectiveness
Return on assets (TTM)
17.40%
Return on equity (TTM)
713.54%
Valuation
Price to earnings (TTM)
9.217
Price to revenue (TTM)
1.69
Price to book
55.22
Price to tangible book (TTM)
-6.9
Price to free cash flow (TTM)
8.821
Free cash flow yield (TTM)
11.34%
Free cash flow per share (TTM)
5.923
Dividend yield (TTM)
3.29%
Forward dividend yield
3.52%
Growth
Revenue change (TTM)
4.90%
Earnings per share change (TTM)
29.04%
3-year revenue growth (CAGR)
4.35%
3-year earnings per share growth (CAGR)
17.34%
3-year dividend per share growth (CAGR)
13.14%
What the Analysts think about H&R Block
Analyst ratings (Buy, Hold, Sell) for H&R Block stock.
Analyst projections of the future price of H&R Block stock.
Bulls say / Bears say
Fiscal 2026 revenue rose 4.9% to $3.95 billion, while adjusted earnings per share increased 13.9%. H&R Block forecasts fiscal 2027 revenue of $4.11–$4.16 billion and adjusted EPS of $6.04–$6.24. (U.S. Securities and Exchange Commission)
H&R Block maintained its assisted-tax market share in fiscal 2026, with company-owned returns up 2% and average fees up 4%; client conversion and retention also improved. That points to better performance in its core business after earlier share pressure. (Yahoo Finance, H&R Block)
Wave subscription revenue and payments volume grew, while AI Tax Assist handled 4.2 million interactions, nearly twice the prior-year level. These products offer ways to deepen client relationships and build revenue beyond the seasonal tax-filing peak. (H&R Block, The Motley Fool)
Management expects tax-industry growth to fall below its historical norm of about 1% as job growth slows. Its fiscal 2027 revenue outlook assumes stable assisted-market share at the low end and share gains at the high end, leaving limited room for a weak season. (The Motley Fool)
Fiscal 2026 DIY tax revenue was almost flat at $384.6 million, against $383.7 million a year earlier. H&R Block warns that free government filing and rival offers could expand, putting pressure on paid products. (U.S. Securities and Exchange Commission)
Reported fiscal 2026 net income growth was boosted by an $84.1 million non-cash tax benefit, worth about $0.65 per share; adjusted net income rose a more modest 6.9%. The company also repurchased 7.9% of its shares, so per-share growth partly depended on buybacks. (U.S. Securities and Exchange Commission)
Data summarised monthly by Lightyear AI. Last updated on 15 Oct 2026.
H&R Block Financial Performance
Revenues and expenses
H&R Block Earnings Performance
Company profitability
Upcoming events
No upcoming events
H&R Block News
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Funds containing H&R Block
AllEURUSDGBP
Fund name | Fund size | $HRB weighting |
|---|---|---|
iShares Dow Jones U.S. Select Dividend€EXX5 | €412M | 0.54% |
SPDR S&P 400 US Mid Cap$SPY4 | $6.4B | 0.18% |
SPDR S&P 400 US Mid Cap£SPX4 | $6.4B | 0.18% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | $3.2B | 0.14% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | $3.2B | 0.14% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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