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HRB · H&R Block Inc

Track HRB — free
Market Cap
$6.05B
Shares
123.27M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$45.89 Open$48.67 Day$45.85–49.02 52W close$28.34–54.18 Avg vol 30d2.3M Short int17.8M · 14.5% float · 5.1d Short vol66% Last earningsAug 11, 2026 DataJan 2020–Sep 2026 Filing10-K · Aug 14

Up next

Next earnings call
Nov 10, 2026 Est · unconfirmed · in 9 wks
filed Aug 14, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.95B
Trailing 12 months
Net income (TTM)
$733.60M
Trailing 12 months
Revenue growth YoY
+3.0%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
8.2
Trailing earnings · reciprocal yield 12.1%
FCF yield
12.5%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
−$532.79M
Latest balance sheet
Dividend yield
3.5%
Trailing 12 months
Shares change YoY
-5.6%
Year over year · fewer shares
Price change (1Y)
-4.5%
Trailing year
Short interest
14.5%
Latest settlement · 5.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.7 · calm Equity put/call 0.48
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +19%
above
Price vs 50-day avg +0%
above
RSI (14) 38
neutral
MACD trend Negative
52-week position 68%
mid-range
Momentum
relative strength
Very Strong
1-month return 0%
trailing
6-month return +47%
trailing
YTD return +5%
this year
Relative strength +33%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $46 › 200d $39 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +128 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
14.47% of float · ▲ +3.0% MoM · 5.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
548 holders — mid 3-yr range
Squeeze score 67
elevated · 0–100
Fundamentals
Excellent
Revenue growth +4%
Y/Y
EPS growth +29%
Y/Y
Free cash flow $756.1M
Valuation P/E 8.3
below peers
Buyback $600.0M
remaining
Balance sheet $840.9M
net cash
Quant / Vol
risk profile
Very High
Volatility 47%
annualized · 1-yr
Max drawdown −46%
past year
ATR 4.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 2 of last 2
Latest guidance · from the 8-K filed Aug 11, 2026
Revenue · fiscal year 2027 Initiated $4.11B – $4.16B
prior FY $3.95B midpoint +4.8% Y/Y
Adjusted EBITDA · fiscal year 2027 Non-GAAP Initiated $1.11B – $1.14B
Effective tax rate · fiscal year 2027 Initiated 23%
Prior guidance period ended · from the 8-K filed Aug 15, 2024
Revenue · fiscal year 2025 $3.69B – $3.75B
EBITDA from continuing operations · fiscal year 2025 $975M – $1.02B
Adjusted Diluted Earnings Per Share · fiscal year 2025 $5.15 – $5.35
Effective tax rate · fiscal year 2025 13%
Guided vs delivered · last 2 settled
Revenue fiscal year 2025
guided $3.69B – $3.75B
$3.76B Beat +1.1%
Revenue fiscal '22
guided $3.25B – $3.35B
$3.46B Beat +4.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+19% Bullish
Price vs 50-day avg
+0% Bullish
RSI (14)
38 Neutral
MACD trend
Negative Bearish
52-week position
68% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $46 › 200d $39 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +128 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
14.47% of float · ▲ +3.0% MoM · 5.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
548 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $28 Now $46 · 68% Range high $54
vs 200-day avg +19% vs 50-day avg +0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Personal Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
HRB
H&R Block Inc
this stock
$6.05B +5.3% -1.3% 8.3 14.5%
ROL
Rollins Inc
$17.25B -41.8% +7.2% 32.6 2.7%
SCI
Service Corp International
$11.23B +3.9% +2.9% 21.5 3.7%
ANDG
Andersen Group Inc.
$6.29B +107.7% +14.6% 2.2%
FTDR
Frontdoor, Inc.
$5.69B +40.5% +13.6% 4.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
548
% held
104.7%
Net QoQ
+6.6M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
446
View
Short & Settlement
Short Interest Rising
Shares short
17.8M
Days to cover
5.1d
Change
+521.1K sh
View
Short Volume
Short vol %
66%
As of
Sep 8, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$57.4K
As of
Aug 5, 2026
View
Off-Exchange
Off-exchange %
56.9%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Valerie Hoyle
Amount
$1.0K–$15.0K
Traded
Sep 23, 2025
View
Financials
Financials
Revenue (FY)
$3.9B
Net income (FY)
$733.6M
EPS diluted
$5.66
View
Buybacks
Authorized
$1.5B
Remaining
$600.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 14, 2026
This year
8
View
Proposed Sales
Value
$5.7M
Shares
128.8K
Filed
Nov 19, 2025
View
Earnings & Events
Earnings Calls
Last call
Aug 11, 2026
View

Performance

5D 20D 120D MTD YTD
HRB -11.2% -0.1% +47.2% -11.2% +5.3%
SPY -0.1% -0.9% +14.2% -0.1% +12.3%
vs SPY -11.0% +0.8% +33.0% -11.0% -7.0%

Capital returns

Latest dividend
$0.46 / share · ex Sep 3, 2026
Raised 9.5%
Paid (TTM)
$1.72 / share · 4 payouts
Dividend yield (TTM, derived)
3.75%
Buyback program · as of Jun 30, 2026
Authorized
$1.50B
Spent (derived)
$900.00M
Remaining
$600.00M
Spent Remaining

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.

Key facts CIK 12659 CUSIP 093671105 13F (30d) 291 filings 286 filers Visit website Investor relations