Skip to main content
HRB logo

HRB · H&R Block Inc

Track HRB — free
$53.04 +0.79 (+1.51%) At close · Aug 20
Market Cap
$6.44B
Shares
123.27M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$53.04 Open$52.07 Day$52.06–53.79 52W close$28.34–54.18 Avg vol 30d2.4M Short int17.3M · 14.0% float · 9.6d Short vol58% Last earningsAug 11, 2026 DataJan 2020–Aug 2026 Filing10-K · Aug 14

Up next

Next earnings call
Nov 10, 2026 Est · unconfirmed · in 12 wks
FQ1-27 quarter ends
~Sep 30, 2026 Est
filed Aug 14, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +38%
      above
      Price vs 50-day avg +26%
      above
      RSI (14) 68
      neutral
      MACD trend Positive
      52-week position 96%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +33%
      trailing
      6-month return +73%
      trailing
      YTD return +22%
      this year
      Relative strength +62%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $42 › 200d $38 — 50d above 200d
      Institutional flow Accumulating
      +11% holders QoQ · +127 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      14.05% of float · ▼ -2.4% MoM · 9.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      543 holders — mid 3-yr range
      Squeeze score 77
      high risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +4%
      Y/Y
      EPS growth +29%
      Y/Y
      Free cash flow $756.1M
      Buyback $700.0M
      remaining
      Balance sheet $533.8M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 47%
      annualized · 1-yr
      Max drawdown −46%
      past year
      ATR 4.3%
      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
      Effective tax rate · fiscal year 2027 Initiated 23%
      Prior guidance period ended · from the 8-K filed May 6, 2026
      Revenue · Fiscal Year 2026 $3.91B – $3.92B
      EBITDA · Fiscal Year 2026 $1.03B – $1.04B
      Effective tax rate · Fiscal Year 2026 at least 14%
      Guided vs delivered · last 2 settled
      Revenue Fiscal Year 2026
      guided $3.88B – $3.9B
      $3.95B Beat +1.6%
      Revenue fiscal year '24
      guided $3.53B – $3.59B
      $3.61B Beat +1.5%

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

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +38% Bullish
      Price vs 50-day avg
      +26% Bullish
      RSI (14)
      68 Neutral
      MACD trend
      Positive Bullish
      52-week position
      96% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $42 › 200d $38 — 50d above 200d
      Institutional flow Accumulating
      +11% holders QoQ · +127 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      14.05% of float · ▼ -2.4% MoM · 9.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      543 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $28 Now $53 · 96% Range high $54
      vs 200-day avg +38% vs 50-day avg +26%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Average repurchase price per share $47.48 the year ended June 30, 2026 filing
      DIY online paid tax returns 3.6M fiscal year 2026 filing
      EBITDA from continuing operations non-GAAP $1.06B fiscal year 2026 filing
      GAAP → non-GAAP reconciliation
      GAAP Net income from continuing operations - as reported 736.32M
      +117.57M Income taxes
      +80.61M Interest expense
      +122.44M Depreciation and amortization
      = EBITDA from continuing operations 1.06B
      U.S. assisted tax returns 11.3M fiscal year 2026 filing
      Adjusted diluted EPS non-GAAP $5.31 Year ended June 30, 2026
      Capital returned to shareholders (year to date) $713.7M Fiscal 2026
      Remaining share repurchase authorization $600M Fiscal 2026
      capital returned to shareholders, year-to-date $560.9M fiscal 2026 third quarter
      share repurchases authorized $100M fourth quarter of fiscal 2026

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $6.44B +21.7% -1.3% 14.0%
      ROL
      Rollins Inc
      $17.29B -39.4% +7.2% 32.7 4.0%
      SCI
      Service Corp International
      $11.47B +6.9% +2.9% 21.9 4.8%
      ANDG
      Andersen Group Inc.
      $5.69B +94.1% +14.6% 2.5%
      FTDR
      Frontdoor, Inc.
      $5.67B +42.0% +13.6% 4.4%

      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
      543
      % held
      104.5%
      Net QoQ
      +6.4M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      435
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      17.3M
      Days to cover
      9.6d
      Change
      -434.7K sh
      View
      Short Volume
      Short vol %
      58%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      280
      Value
      $11.4K
      As of
      Jul 27, 2026
      View
      Off-Exchange
      Off-exchange %
      38.6%
      Week of
      Jul 13, 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
      $700.0M
      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 -0.6% +32.8% +73.2% +20.5% +21.7%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY +1.4% +29.5% +62.1% +18.4% +9.9%

      Capital returns

      Latest dividend
      $0.42 / share · ex Jun 3, 2026
      Declared · upcoming
      $0.46 / share · ex Sep 3, 2026
      Raised 12%
      Paid (TTM)
      $1.68 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.17%
      Buyback program · as of May 6, 2026
      Authorized
      $1.50B
      Spent (derived)
      $800.00M
      Remaining
      $700.00M
      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) 472 filings 453 filers Visit website Investor relations