H&R Block, Inc.
H&R Block, Inc.
Your view on HRB
Overview
What the company does, where it operates, and who runs it.
About H&R Block, Inc.
- Industry
- Personal Products & Services
- Sector
- Consumer Cyclical
- CEO
- Jeffrey J. Jones II
- Headquarters
- One H&R Block Way, Kansas City, MO, US
- Industry
- Personal Products & Services
- Sector
- Consumer Cyclical
- CEO
- Jeffrey J. Jones II
- Headquarters
- One H&R Block Way, Kansas City, MO, US
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia.
The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees.
It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services.
In addition, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for H&R Block, Inc., and the rating behind it. HRB last traded at $52.69, 9.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for H&R Block, Inc.. Starting points for H&R Block, Inc.: P/E 9.5, EPS $5.78, beta 0.41 — an Personal Products & Services name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for H&R Block, Inc.. H&R Block, Inc. paid $1.72 per share over the last year — a 3.3% yield at the current $52.69 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for H&R Block, Inc.. Trailing twelve-month EPS for H&R Block, Inc. stands at $5.78. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for H&R Block, Inc.. H&R Block, Inc. has reported as a listed company since 1962. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
H&R Block, Inc. valued side by side against its closest peers. H&R Block, Inc. is measured against Personal Products & Services peers within the Consumer Cyclical sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold H&R Block, Inc., and how their positions are changing. At a $6.45B market value, institutional positions materially move H&R Block, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by H&R Block, Inc. executives and directors. Shares of H&R Block, Inc. have traded between $43.11 and $64.62 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming H&R Block, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for H&R Block, Inc.. Coverage tracks H&R Block, Inc. within Personal Products & Services (Consumer Cyclical). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.
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