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HRB

H&R Block Inc
$40.04 +0.70 (+1.78%) At close · Jul 2
Market Cap
$5.08B
Shares
126,760,207

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$40.04 Open$39.60 Day$39.19–40.17 52W$27.78–55.76 Avg vol 30d2.0M Short int19.6M · 15.5% float · 8.2d Short vol68% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 6
Equibles Rating blended score · not investment advice
Overall
Buy
Technical · trend & momentum Buy
50 / 200-day cross no cross
+ Price vs 200-day avg +1% above
+ Price vs 50-day avg +11% above
RSI (14) 65 · neutral
+ MACD trend positive
52-week position 44% · mid-range
Sentiment · smart money Neutral
Trend (MA cross) 50d $36 › 200d $40 — 200d above 50d
+ Institutional flow 7 of 487 funds reported for Jun 30 · net +30 sh shares
Insider flow No net insider activity over 90 days
Short interest 15.49% of float · ▲ +8.1% MoM · 8.2 days cover
Volume signal Volume near normal
Institution breadth 487 holders — mid 3-yr range
Fundamentals Excellent
+ Revenue growth +547% Y/Y
EPS growth +7% Y/Y
+ Free cash flow $598.8M
+ Buyback $3.5B authorized
Balance sheet net debt $510.9M

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Up next
Next earnings call
Aug 5, 2026 Est · unconfirmed · in 4 wks
FQ1-27 quarter ends
~Sep 30, 2026 Est
filed May 6, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Guidance & track record
      Latest guidance · from the 8-K filed May 6, 2026
      Revenue · Fiscal Year 2026 Initiated $3.91B – $3.92B
      prior FY $3.76B midpoint +4.1% Y/Y
      EBITDA · Fiscal Year 2026 Initiated $1.03B – $1.04B
      Effective tax rate · Fiscal Year 2026 Initiated at least 14%

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 3 · 3
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      +1% above Bullish
      Price vs 50-day avg
      +11% above Bullish
      RSI (14)
      65 · neutral Neutral
      MACD trend
      positive Bullish
      52-week position
      44% · mid-range Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $36 › 200d $40 — 200d above 50d
      Institutional flow Accumulating
      7 of 487 funds reported for Jun 30 · net +30 sh shares
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      15.49% of float · ▲ +8.1% MoM · 8.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      487 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $28 Now $40 · 44% 52-wk high $56
      vs 200-day avg +1% vs 50-day avg +11%

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

      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
      $5.08B -6.9% -1.3% 15.5%
      ANDG
      Andersen Group Inc.
      $37.07B +40.2% +14.6% 1.9%
      ROL
      Rollins Inc
      $20.89B -27.5% +8.8% 39.8 1.9%
      SCI
      Service Corp International
      $10.85B +1.2% +2.9% 20.7 5.0%
      FTDR
      Frontdoor, Inc.
      $5.51B +36.1% +13.6% 22.4 4.1%

      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
      487
      % held
      90.8%
      Reported
      7 of 487
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      402
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      19.6M
      Days to cover
      8.2d
      Change
      +1.5M sh
      View
      Short Volume
      Short vol %
      68%
      As of
      Jul 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      14.3K
      Value
      $545.7K
      As of
      Jun 10, 2026
      View
      Off-Exchange
      Off-exchange %
      42.3%
      Week of
      Jun 15, 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)
      $3.8B
      Net income (FY)
      $605.8M
      EPS diluted
      $4.39
      View
      Buybacks
      Authorized
      $3.5B
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 6, 2026
      This year
      5
      View
      Proposed Sales
      Value
      $5.7M
      Shares
      128.8K
      Filed
      Nov 19, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      HRB +11.9% +5.5% -9.6% +5.2% -6.9%
      SPY +1.4% -1.3% +8.0% -0.3% +9.2%
      vs SPY +10.5% +6.7% -17.6% +5.4% -16.1%

      Capital returns

      Latest dividend
      $0.42 / share · ex Jun 3, 2026
      Raised 12%
      Paid (TTM)
      $1.68 / share · 4 payouts
      Dividend yield (TTM, derived)
      4.20%
      Buyback program · as of Sep 1, 2015
      Authorized
      $3.50B
      Spent (derived)
      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) 30 filings 10 filers Visit website Investor relations