H&R Block/$HRB
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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
$5.5B
7.81
$5.67
0.35
$1.68
3.80%
Price and volume
Market cap
$5.5B
Beta
0.35
52-week high
$58.67
52-week low
$28.16
Average daily volume
2.3M
Dividend rate
$1.68
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)
60.36%
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)
7.806
Price to revenue (TTM)
1.432
Price to book
47.83
Price to tangible book (TTM)
-5.71
Price to free cash flow (TTM)
7.47
Free cash flow yield (TTM)
13.39%
Free cash flow per share (TTM)
5.923
Dividend yield (TTM)
3.80%
Forward dividend yield
3.80%
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 increased 4.9% to $3.95 billion, adjusted EPS rose 13.9% to $5.31, and management guided fiscal 2027 revenue to $4.11-$4.16 billion with adjusted EPS of $6.04-$6.24. (H&R Block fiscal 2026 results)
Capital returns remain a significant shareholder catalyst: H&R Block repurchased 10.5 million shares, or 7.9% of shares outstanding, in fiscal 2026 and raised its quarterly dividend by 10%, with approximately $600 million remaining under its buyback authorization. (H&R Block fiscal 2026 results)
The assisted business showed improving execution, with fiscal 2026 U.S. assisted-tax revenue up 6.1%; international revenue rose 7.4% and Wave revenue increased 12.3%, providing growth beyond the core seasonal U.S. tax channel. (SEC Form 10-K)
Assisted tax-return volume declined 0.1% in fiscal 2026, while franchise royalty revenue fell 3.9% and DIY revenue grew only 0.2%, suggesting that recent growth remains dependent on pricing, mix, and company-owned office acquisitions. (SEC Form 10-K)
Cost inflation could pressure operating leverage: fiscal 2026 field wages increased 7.5%, occupancy costs rose 4.2%, and total operating expenses grew 3.6%. (SEC Form 10-K)
H&R Block faces intense competition from tax software, accounting firms, free government filing options, and emerging AI-enabled tools; the company warns that automation or tax-law simplification could reduce demand for paid preparation. (SEC Form 10-K)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.
H&R Block Financial Performance
Revenues and expenses
H&R Block Earnings Performance
Company profitability
Upcoming events
H&R Block News
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Funds containing H&R Block
AllEURUSDGBP
Fund name | Fund size | $HRB weighting |
|---|---|---|
iShares Dow Jones U.S. Select Dividend€EXX5 | €412M | 0.48% |
SPDR S&P 400 US Mid Cap$SPY4 | $6.3B | 0.16% |
SPDR S&P 400 US Mid Cap£SPX4 | £4.7B | 0.16% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.12% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.12% |
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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