HRB · H&R Block Inc
$41.68
-0.64 (-1.51%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$5.20B
Shares
123.27M
Volume · Oct 2
1.71M
Avg daily vol (3M)
2.13M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$41.68
Open$42.14
Day$41.45–42.91
52W close$28.34–54.18
Avg vol 30d1.9M
Short int17.4M · 14.2% float · 10.1d
Short vol63%
Last earningsAug 11, 2026
DataJan 2020–Oct 2026
Filing10-K · Aug 14
Up next
Next earnings call
Nov 10, 2026
Est · unconfirmed
· in 5 wks
filed Aug 14, 2026
call held Aug 11, 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)
7.1
Trailing earnings · reciprocal yield 14.1%
FCF yield
14.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$532.79M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-5.6%
Year over year · fewer shares
Price change (1Y)
-18.5%
Trailing year
Short interest
14.2%
Latest settlement · 10.1 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Neutral
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+7%
above
Price vs 50-day avg
−11%
below
RSI (14)
36
neutral
MACD trend
Negative
52-week position
52%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−18%
trailing
6-month return
+34%
trailing
YTD return
−4%
this year
Relative strength
+22%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $47 › 200d $39 — 50d above 200d
Institutional flow
Accumulating
5 of 549 funds reported for Sep 30 · net +2.7K sh shares · +2 new
Insider flow
Distributing
Net -$109.9K over 90 days · 100% sells
Short interest
Rising
14.16% of float · ▲ +4.1% MoM · 10.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
549 holders — mid 3-yr range
Squeeze score
76
high risk · 0–100
Fundamentals
Revenue growth
+4%
Y/Y
EPS growth
+29%
Y/Y
Free cash flow
$756.1M
Valuation
P/E 7.1
below peers
Buyback
$600.0M
remaining
Balance sheet
$840.9M
net cash
Quant / Vol
risk profile
Volatility
47%
annualized · 1-yr
Max drawdown
−46%
past year
ATR
3.7%
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
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%
Guided vs delivered
· last 4 settled
Revenue
fiscal year 2025
guided $3.69B – $3.75B
$3.76B
Beat +1.1%
Revenue
fiscal year 2024
guided $3.53B – $3.59B
$3.61B
Beat +1.5%
Revenue
full year
guided $3.44B – $3.47B
$3.47B
Beat +0.6%
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 Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+7%
Bullish
Price vs 50-day avg
−11%
Bearish
RSI (14)
36
Neutral
MACD trend
Negative
Bearish
52-week position
52%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $47 › 200d $39 — 50d above 200d
Institutional flow
Accumulating
5 of 549 funds reported for Sep 30 · net +2.7K sh shares · +2 new
Insider flow
Distributing
Net -$109.9K over 90 days · 100% sells
Short interest
Rising
14.16% of float · ▲ +4.1% MoM · 10.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
549 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $28
Now $42 · 52%
Range high $54
vs 200-day avg +7%
vs 50-day avg -11%
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 |
|---|---|---|---|
| Dividends declared per share | $1.68 | year ended June 30, 2026 filing | — |
| DIY online paid tax returns | 3.6M | fiscal year 2026 filing | — |
| highest number of persons employed during the fiscal year (including seasonal associates) | 73,400 | fiscal year ended June 30, 2026 filing | — |
| regular full-time associates | 4,600 | fiscal year 2026 filing | — |
| returns filed by or through H&R Block | 22.3M | fiscal year 2026 filing | — |
| Shares outstanding | 124.18M | year ended June 30, 2026 filing | — |
| Shares repurchased | 10.5M | fiscal year 2026 filing | — |
| U.S. assisted tax returns | 11.3M | fiscal year 2026 filing | — |
| Adjusted diluted EPS non-GAAP | $5.31 | Year ended June 30, 2026 | +13.9% |
|
|
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GAAP → non-GAAP reconciliationGAAP Diluted earnings per share from continuing operations $2.31
+$0.07 Adjustments, net of tax
= Adjusted diluted earnings per share from continuing operations $2.38
|
|||
| Adjusted net income from continuing operations non-GAAP | 688M | fiscal 2026 | — |
|
|
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GAAP → non-GAAP reconciliationGAAP Net income from continuing operations 294.47M
+12.47M Amortization of intangibles related to acquisitions (pretax)
-2.74M Tax effect of adjustments
= Adjusted net income from continuing operations 304.2M
|
|||
| EBITDA non-GAAP | 1.06B | Year ended June 30, 2026 | — |
|
|
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GAAP → non-GAAP reconciliationGAAP Net income from continuing operations 294.47M
+78.51M Income taxes
+15.52M Interest expense
+32M Depreciation and amortization
= EBITDA from continuing operations 420.51M
|
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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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HRB
this stock
H&R Block Inc
|
$5.20B | -4.4% | -1.3% | 7.1 | 14.2% |
|
ROL
Rollins Inc
|
$14.45B | -49.8% | +7.2% | 27.3 | 3.8% |
|
SCI
Service Corp International
|
$10.63B | -1.1% | +2.9% | 20.3 | 3.5% |
|
ANDG
Andersen Group Inc.
|
$6.09B | +120.4% | +14.6% | — | 1.7% |
|
FTDR
Frontdoor, Inc.
|
$5.10B | +33.9% | +13.6% | — | 4.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HRB | -1.2% | -18.4% | +33.7% | +2.0% | -4.4% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -1.0% | -18.0% | +21.5% | +1.1% | -17.2% |
Capital returns
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.