Symbols / HRB Stock $36.52 +1.76% H&R Block, Inc.

Consumer Cyclical • Personal Services • United States • NYQ
HRB (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Consumer Cyclical
Industry Personal Services
CEO Mr. Curtis A. Campbell
Exch · Country NYQ · United States
Market Cap 4.63B
Enterprise Value 5.79B
Income 738.70M
Sales 3.91B
FCF (ttm) 656.33M
Book/sh -0.19
Cash/sh 6.84
Employees 4,300
Insider 10d —
IPO Feb 21, 1973
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 29.25%
P/E 6.53
Forward P/E 6.27
PEG 0.51
P/S 1.18
P/B -190.21
P/C —
EV/EBITDA 5.66
EV/Sales 1.48
Quick Ratio 0.90
Current Ratio 0.99
Debt/Eq —
LT Debt/Eq —
EPS (ttm) 5.59
EPS next Y 5.82
EPS Growth 24.20%
Revenue Growth 5.30%
EPS Gr Q/Q 17.40%
Rev Gr Q/Q —
Earnings (next) 2026-05-06
Earnings (prior) 2026-05-06
ROA 16.99%
ROE —
ROIC —
Gross Margin 44.30%
Oper. Margin 43.23%
Profit Margin 18.90%
Shs Outstand 126.76M
Shs Float 125.66M
Insider Own 1.26%
Instit Own 100.50%
Short Float 23.04%
Short Ratio 6.21
Short Interest 18.17M
52W High 57.55
vs 52W High -36.54%
52W Low 28.16
vs 52W Low 29.69%
Beta 0.37
Impl. Vol. 6.25%
Rel Volume 0.50
Avg Volume 2.47M
Volume 1.23M
Target (mean) $39.50
Tgt Median $39.50
Tgt Low $29.00
Tgt High $50.00
# Analysts 2
Recom None
Prev Close $35.89
Price $36.52
Change 1.76%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$39.50
Mean price target
2. Current target
$36.52
Latest analyst target
3. DCF / Fair value
$93.20
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$36.52
Low
$29.00
High
$50.00
Mean
$39.50

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-27 main Barrington Research Outperform → Outperform $50
2026-02-09 main Goldman Sachs Sell → Sell $32
2026-02-04 main Barrington Research Outperform → Outperform $50
2026-01-22 main Barrington Research Outperform → Outperform $62
2025-10-27 main Barrington Research Outperform → Outperform $62
2025-09-23 main Barrington Research Outperform → Outperform $62
2025-08-13 main Barrington Research Outperform → Outperform $62
2025-08-13 main Goldman Sachs Sell → Sell $48
2025-05-08 main Goldman Sachs Sell → Sell $54
2025-04-25 main Barrington Research Outperform → Outperform $70
2025-02-05 main Barrington Research Outperform → Outperform $70
2025-01-27 main Barrington Research Outperform → Outperform $70
2024-11-08 main Barrington Research Outperform → Outperform $70
2024-10-28 main Barrington Research Outperform → Outperform $70
2024-08-16 main Goldman Sachs Sell → Sell $44
2024-08-16 main Barrington Research Outperform → Outperform $70
2024-08-14 main Barrington Research Outperform → Outperform $60
2024-05-28 main Barrington Research Outperform → Outperform $60
2024-05-10 main Barrington Research Outperform → Outperform $55
2024-05-01 main Barrington Research Outperform → Outperform $55
News
RSS: Latest HRB news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-01-22 PLAINES STEPHANIE Director — 3,727 $0.00 $0
2026-01-22 CHARNAUX CHRISTIAN H. Director — 3,727 $0.00 $0
2026-01-22 BREIG GERALYN R Director — 3,727 $0.00 $0
2026-01-05 DARLING MARK J. Officer — 1,481 $0.00 $0
2026-01-05 CAMPBELL CURTIS A Chief Executive Officer — 17,216 $0.00 $0
2025-11-19 JONES JEFFREY J II Chief Executive Officer — 45,000 $0.00 $0
2025-11-19 JONES JEFFREY J II Chief Executive Officer — 128,818 $44.54 $5,738,121
2025-11-19 JONES JEFFREY J II Chief Executive Officer — 128,818 $29.73 $3,829,759
2025-11-12 JONES JEFFREY J II Chief Executive Officer — 176,449 $46.46 $8,198,173
2025-11-12 JONES JEFFREY J II Chief Executive Officer — 145,087 $29.73 $4,313,437
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total Revenue
3,760.99
+4.17%
3,610.35
+3.98%
3,472.18
+0.26%
3,463.27
Operating Revenue
3,760.99
+4.17%
3,610.35
+3.98%
3,472.18
+0.26%
3,463.27
Cost Of Revenue
2,086.11
+4.75%
1,991.57
+3.54%
1,923.45
+2.24%
1,881.26
Reconciled Cost Of Revenue
2,086.11
+4.75%
1,991.57
+3.54%
1,923.45
+2.24%
1,881.26
Gross Profit
1,674.88
+3.47%
1,618.78
+4.52%
1,548.73
-2.10%
1,582.01
Operating Expense
846.91
+4.11%
813.50
+1.68%
800.03
-4.43%
837.11
Selling General And Administration
846.91
+4.11%
813.50
+1.68%
800.03
-4.43%
837.11
Total Expenses
2,933.03
+4.56%
2,805.07
+3.00%
2,723.49
+0.19%
2,718.37
Operating Income
827.97
+2.82%
805.28
+7.56%
748.70
+0.51%
744.90
EBITDA
976.34
+1.37%
963.19
+5.30%
914.69
+2.83%
889.53
Normalized EBITDA
976.34
+1.37%
963.19
+5.30%
914.69
+2.83%
889.53
Reconciled Depreciation
116.83
-4.07%
121.78
-6.68%
130.50
-8.21%
142.18
EBIT
859.52
+2.15%
841.40
+7.30%
784.19
+4.93%
747.35
Total Unusual Items
—
—
—
0.00
Total Unusual Items Excluding Goodwill
—
—
—
0.00
Special Income Charges
—
—
—
0.00
Impairment Of Capital Assets
—
—
—
0.00
Net Income
605.77
+1.76%
595.32
+7.52%
553.70
+0.00%
553.67
Pretax Income
781.40
+2.50%
762.32
+7.19%
711.21
+7.91%
659.07
Net Non Operating Interest Income Expense
-78.11
+1.22%
-79.08
-8.36%
-72.98
+17.34%
-88.28
Interest Expense Non Operating
78.11
-1.22%
79.08
+8.36%
72.98
-17.34%
88.28
Net Interest Income
-78.11
+1.22%
-79.08
-8.36%
-72.98
+17.34%
-88.28
Interest Expense
78.11
-1.22%
79.08
+8.36%
72.98
-17.34%
88.28
Other Income Expense
31.55
-12.68%
36.12
+1.78%
35.49
+1346.29%
2.45
Other Non Operating Income Expenses
31.55
-12.68%
36.12
+1.78%
35.49
+1346.29%
2.45
Tax Provision
171.95
+4.62%
164.36
+10.00%
149.41
+51.81%
98.42
Tax Rate For Calcs
0.00
+1.85%
0.00
+2.86%
0.00
+40.94%
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
605.77
+1.76%
595.32
+7.52%
553.70
+0.00%
553.67
Net Income From Continuing Operation Net Minority Interest
609.45
+1.92%
597.96
+6.44%
561.80
+0.21%
560.65
Net Income From Continuing And Discontinued Operation
605.77
+1.76%
595.32
+7.52%
553.70
+0.00%
553.67
Net Income Continuous Operations
609.45
+1.92%
597.96
+6.44%
561.80
+0.21%
560.65
Net Income Discontinuous Operations
-3.68
-38.96%
-2.65
+67.33%
-8.10
-16.18%
-6.97
Normalized Income
609.45
+1.92%
597.96
+6.44%
561.80
+0.21%
560.65
Net Income Common Stockholders
603.00
+1.70%
592.93
+7.08%
553.70
+0.00%
553.67
Otherunder Preferred Stock Dividend
2.77
+15.94%
2.39
—
—
Diluted EPS
4.39
+6.55%
4.12
+17.38%
3.51
+9.01%
3.22
Basic EPS
4.45
+4.34%
4.26
+12.57%
3.79
+9.43%
3.46
Basic Average Shares
135.63
-2.84%
139.59
-4.49%
146.15
-8.62%
159.93
Diluted Average Shares
137.34
-4.55%
143.89
-8.49%
157.25
-8.28%
171.44
Diluted NI Availto Com Stockholders
603.00
+1.70%
592.93
+7.08%
553.70
+0.00%
553.67
Line Item Trend 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total Assets
3,263.90
+1.40%
3,218.81
+4.77%
3,072.26
-6.02%
3,269.16
Current Assets
1,162.55
-6.21%
1,239.48
+4.38%
1,187.49
-14.23%
1,384.46
Cash Cash Equivalents And Short Term Investments
983.28
-6.65%
1,053.33
+6.72%
986.98
+11.52%
885.01
Cash And Cash Equivalents
983.28
-6.65%
1,053.33
+6.72%
986.98
+11.52%
885.01
Receivables
49.72
-2.90%
51.21
+4.18%
49.15
-80.69%
254.59
Accounts Receivable
—
—
5.07
-33.98%
7.67
Other Receivables
26.44
-1.53%
26.85
-15.42%
31.75
+19.04%
26.67
Taxes Receivable
15.90
-13.80%
18.44
+66.71%
11.06
-95.01%
221.73
Loans Receivable
7.39
+24.83%
5.92
-6.73%
6.34
+2.42%
6.19
Prepaid Assets
13.90
-22.21%
17.87
+64.92%
10.83
+61.92%
6.69
Restricted Cash
19.86
-9.17%
21.87
-22.84%
28.34
-82.90%
165.70
Other Current Assets
95.79
+0.61%
95.21
-15.13%
112.18
+54.82%
72.46
Total Non Current Assets
2,101.35
+6.16%
1,979.33
+5.02%
1,884.77
+0.00%
1,884.70
Net PPE
656.28
+10.61%
593.30
+4.40%
568.31
+3.01%
551.70
Gross PPE
1,485.03
+3.69%
1,432.12
+1.25%
1,414.49
+0.38%
1,409.16
Accumulated Depreciation
-828.74
+1.20%
-838.81
+0.87%
-846.18
+1.32%
-857.47
Properties
—
—
—
0.00
Land And Improvements
—
—
—
1.38
Buildings And Improvements
—
—
—
34.30
Machinery Furniture Equipment
—
—
—
50.09
Other Properties
1,485.03
+3.69%
1,432.12
+1.25%
1,414.49
+0.38%
1,409.16
Leases
—
—
—
38.14
Goodwill And Other Intangible Assets
1,061.46
+1.16%
1,049.33
-0.30%
1,052.50
-1.64%
1,070.05
Goodwill
802.05
+2.14%
785.23
+1.26%
775.45
+1.98%
760.40
Other Intangible Assets
259.41
-1.78%
264.10
-4.67%
277.04
-10.53%
309.64
Non Current Deferred Assets
317.69
+16.95%
271.66
+28.51%
211.39
+1.17%
208.95
Non Current Deferred Taxes Assets
317.69
+16.95%
271.66
+28.51%
211.39
+1.17%
208.95
Other Non Current Assets
65.91
+1.33%
65.04
+23.72%
52.57
-2.67%
54.01
Total Liabilities Net Minority Interest
3,175.00
+1.50%
3,128.22
+2.90%
3,040.19
-0.57%
3,057.53
Current Liabilities
1,298.61
+32.87%
977.33
+4.11%
938.78
-6.01%
998.81
Payables And Accrued Expenses
547.66
-5.61%
580.21
+10.13%
526.86
-11.57%
595.81
Payables
440.29
-7.24%
474.66
+9.95%
431.70
-2.12%
441.04
Accounts Payable
144.05
-7.56%
155.83
-2.55%
159.90
-0.64%
160.93
Current Accrued Expenses
107.38
+1.73%
105.55
+10.92%
95.15
-38.52%
154.76
Total Tax Payable
296.24
-7.08%
318.83
+17.30%
271.80
-2.97%
280.12
Income Tax Payable
296.24
-7.08%
318.83
+17.30%
271.80
-2.97%
280.12
Current Debt And Capital Lease Obligation
559.10
+171.31%
206.07
+0.33%
205.39
-0.73%
206.90
Current Debt
349.89
—
—
—
Other Current Borrowings
349.89
—
—
—
Current Capital Lease Obligation
209.20
+1.52%
206.07
+0.33%
205.39
-0.73%
206.90
Current Deferred Liabilities
—
191.05
-7.50%
206.54
+5.32%
196.11
Current Deferred Revenue
—
191.05
-7.50%
206.54
+5.32%
196.11
Other Current Liabilities
191.85
+0.42%
191.05
—
—
Total Non Current Liabilities Net Minority Interest
1,876.39
-12.76%
2,150.89
+2.35%
2,101.41
+2.07%
2,058.71
Long Term Debt And Capital Lease Obligation
1,466.15
-16.53%
1,756.47
+1.56%
1,729.52
+0.81%
1,715.70
Long Term Debt
1,143.31
-23.32%
1,491.10
+0.14%
1,488.97
+0.14%
1,486.88
Long Term Capital Lease Obligation
322.85
+21.66%
265.37
+10.32%
240.54
+5.12%
228.82
Non Current Deferred Liabilities
306.13
+5.18%
291.06
+10.01%
264.57
+16.88%
226.36
Non Current Deferred Revenue
—
—
107.33
-8.00%
116.66
Non Current Deferred Taxes Liabilities
306.13
+5.18%
291.06
+10.01%
264.57
+16.88%
226.36
Other Non Current Liabilities
104.11
+0.72%
103.36
-3.70%
107.33
-8.00%
116.66
Stockholders Equity
88.90
-1.87%
90.59
+182.54%
32.06
-84.85%
211.63
Common Stock Equity
88.90
-1.87%
90.59
+182.54%
32.06
-84.85%
211.63
Capital Stock
1.64
-3.80%
1.71
-4.47%
1.79
-7.59%
1.94
Common Stock
1.64
-3.80%
1.71
-4.47%
1.79
-7.59%
1.94
Share Issued
164.37
-3.83%
170.92
-4.48%
178.94
-7.56%
193.57
Ordinary Shares Number
133.95
-4.04%
139.59
-4.49%
146.15
-8.62%
159.93
Treasury Shares Number
30.42
-2.89%
31.32
-4.46%
32.79
-2.54%
33.64
Additional Paid In Capital
767.00
+0.58%
762.58
-1.01%
770.38
-0.23%
772.18
Retained Earnings
12.06
-4.69%
12.65
+126.00%
-48.68
-140.43%
120.41
Gains Losses Not Affecting Retained Earnings
-47.76
+2.23%
-48.84
-31.66%
-37.10
-71.40%
-21.64
Treasury Stock
644.05
+1.03%
637.51
-2.57%
654.33
-1.05%
661.25
Other Equity Adjustments
-47.76
+2.23%
-48.84
-31.66%
-37.10
-71.40%
-21.64
Total Equity Gross Minority Interest
88.90
-1.87%
90.59
+182.54%
32.06
-84.85%
211.63
Total Capitalization
1,232.20
-22.10%
1,581.69
+3.99%
1,521.04
-10.45%
1,698.51
Working Capital
-136.06
-151.90%
262.15
+5.41%
248.70
-35.51%
385.64
Invested Capital
1,582.09
+0.03%
1,581.69
+3.99%
1,521.04
-10.45%
1,698.51
Total Debt
2,025.25
+3.20%
1,962.54
+1.43%
1,934.91
+0.64%
1,922.59
Net Debt
509.92
+16.48%
437.77
-12.79%
502.00
-16.59%
601.86
Capital Lease Obligations
532.05
+12.86%
471.44
+5.72%
445.93
+2.34%
435.72
Net Tangible Assets
-972.57
-1.44%
-958.73
+6.05%
-1,020.43
-18.87%
-858.41
Tangible Book Value
-972.57
-1.44%
-958.73
+6.05%
-1,020.43
-18.87%
-858.41
Line Item Trend 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Operating Cash Flow
680.88
-5.55%
720.86
-12.29%
821.84
+1.65%
808.54
Cash Flow From Continuing Operating Activities
680.88
-5.55%
720.86
-12.29%
821.84
+1.65%
808.54
Net Income From Continuing Operations
605.77
+1.76%
595.32
+7.52%
553.70
+0.00%
553.67
Depreciation Amortization Depletion
116.83
-4.07%
121.78
-6.68%
130.50
-8.21%
142.18
Depreciation And Amortization
116.83
-4.07%
121.78
-6.68%
130.50
-8.21%
142.18
Stock Based Compensation
32.50
-5.18%
34.28
+9.42%
31.33
-8.54%
34.25
Provisionand Write Offof Assets
65.19
-21.04%
82.57
+57.90%
52.29
-21.73%
66.81
Asset Impairment Charge
—
—
—
0.00
Deferred Tax
-34.61
+15.46%
-40.94
-182.58%
49.58
+192.93%
-53.35
Deferred Income Tax
-34.61
+15.46%
-40.94
-182.58%
49.58
+192.93%
-53.35
Change In Working Capital
-104.80
-45.26%
-72.14
-1723.06%
4.45
-93.16%
64.98
Change In Receivables
-62.25
+42.57%
-108.39
-89.35%
-57.24
-51.08%
-37.89
Change In Prepaid Assets
3.18
+143.68%
-7.29
-3.94%
-7.01
-260.65%
-1.94
Change In Payables And Accrued Expense
-23.01
-393.54%
-4.66
+93.11%
-67.63
-244.25%
-19.64
Change In Other Working Capital
-22.73
-147.15%
48.20
-64.65%
136.33
+9.54%
124.46
Investing Cash Flow
-105.37
-12.27%
-93.86
+7.43%
-101.39
-32.46%
-76.54
Cash Flow From Continuing Investing Activities
-105.37
-12.27%
-93.86
+7.43%
-101.39
-32.46%
-76.54
Capital Expenditure
-82.03
-28.83%
-63.68
+8.64%
-69.70
-12.50%
-61.95
Capital Expenditure Reported
-82.03
-28.83%
-63.68
+8.64%
-69.70
-12.50%
-61.95
Net Business Purchase And Sale
-35.52
+18.08%
-43.36
+10.13%
-48.25
-34.32%
-35.92
Purchase Of Business
-35.52
+18.08%
-43.36
+10.13%
-48.25
-34.32%
-35.92
Net Other Investing Changes
12.18
-7.58%
13.18
-20.40%
16.55
-22.40%
21.33
Financing Cash Flow
-647.44
-14.73%
-564.31
+24.86%
-750.99
+40.27%
-1,257.35
Cash Flow From Continuing Financing Activities
-647.44
-14.73%
-564.31
+24.86%
-750.99
+40.27%
-1,257.35
Net Issuance Payments Of Debt
0.00
0.00
0.00
+100.00%
-500.00
Issuance Of Debt
1,950.00
+90.24%
1,025.00
+5.67%
970.00
+37.59%
705.00
Repayment Of Debt
-1,950.00
-90.24%
-1,025.00
-5.67%
-970.00
+19.50%
-1,205.00
Long Term Debt Issuance
1,950.00
+90.24%
1,025.00
+5.67%
970.00
+37.59%
705.00
Long Term Debt Payments
-1,950.00
-90.24%
-1,025.00
-5.67%
-970.00
+19.50%
-1,205.00
Net Long Term Debt Issuance
0.00
0.00
0.00
+100.00%
-500.00
Short Term Debt Issuance
—
—
970.00
+37.59%
705.00
Short Term Debt Payments
—
—
-970.00
-37.59%
-705.00
Net Short Term Debt Issuance
—
—
0.00
0.00
Net Common Stock Issuance
-437.13
-15.17%
-379.57
+33.29%
-568.95
-1.03%
-563.17
Common Stock Payments
-437.13
-15.17%
-379.57
+33.29%
-568.95
-1.03%
-563.17
Common Stock Dividend Paid
—
—
—
-186.48
Cash Dividends Paid
-197.33
-9.76%
-179.78
-1.04%
-177.93
+4.59%
-186.48
Repurchase Of Capital Stock
-437.13
-15.17%
-379.57
+33.29%
-568.95
-1.03%
-563.17
Proceeds From Stock Option Exercised
—
—
3.38
-46.59%
6.33
Net Other Financing Charges
-12.98
-161.32%
-4.97
-20.70%
-4.12
+46.53%
-7.70
Changes In Cash
-71.93
-214.74%
62.69
+305.28%
-30.54
+94.19%
-525.35
Effect Of Exchange Rate Changes
-0.12
+95.70%
-2.81
+42.06%
-4.86
+40.04%
-8.10
Beginning Cash Position
1,075.19
+5.90%
1,015.32
-3.37%
1,050.71
-33.67%
1,584.16
End Cash Position
1,003.14
-6.70%
1,075.19
+5.90%
1,015.32
-3.37%
1,050.71
Free Cash Flow
598.85
-8.88%
657.18
-12.63%
752.14
+0.74%
746.58
Interest Paid Supplemental Data
74.64
-1.39%
75.69
+8.83%
69.55
-15.14%
81.96
Income Tax Paid Supplemental Data
226.82
+72.92%
131.17
—
31.69
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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