HRB · H&R Block Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| capital returned to shareholders, year-to-date | $560.9M | fiscal 2026 third quarter | — |
| remaining share repurchase program authorization | $700M | fiscal 2026 third quarter | — |
| share repurchases authorized | $100M | fourth quarter of fiscal 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Personal Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HRB
this stock
H&R Block Inc
|
$5.18B | -7.1% | -1.3% | — | 14.0% |
|
ROL
Rollins Inc
|
$18.55B | -33.9% | +8.8% | 35.1 | 2.7% |
|
SCI
Service Corp International
|
$11.37B | +2.2% | +2.9% | 21.7 | 5.3% |
|
FTDR
Frontdoor, Inc.
|
$5.02B | +22.2% | +13.6% | 20.4 | 4.4% |
|
ANDG
Andersen Group Inc.
|
$4.84B | +67.3% | +14.6% | — | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HRB | -4.5% | +10.0% | +4.2% | +4.9% | -7.1% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | -2.9% | +9.3% | -2.2% | +6.1% | -15.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.