HRB · H&R Block, Inc.

NEW YORK STOCK EXCHANGE, INC. - BOATS Real Time Price • USD

H & R Block Inc (HRB)

NEW YORK STOCK EXCHANGE, INC. Diversified Consumer Services
Move probability → Options chain →
$47.82 -0.64 (-1.32%)
● At close: October 21 at 4:00:00 PM EDT
$48.13 +0.30 (+0.63%)
🌙 Overnight: 2:08:36 AM EDT
DAY'S RANGE $47.82
$47.58 $48.50
52-WEEK RANGE $47.82
$28.16 $58.67

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$5.86B
P/E (TTM1)8.07
EPS2 (TTM)$5.77
Div Yield2.71%
Beta30.48
Volume71,955
Open48.21
Prev Close48.46
Bid / Ask44.37 / 51.55
Next Earnings 2026-11-05

Analyst Recommendations

Strong buy 1 Buy 0 Hold 5 Sell 5 Strong sell 1

Aggregate ratings for 2026-10-01 (12 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
HRB +9.75%
vs S&P 500 -3.62%
1-YEAR RETURN
HRB -7.90%
vs S&P 500 -23.06%
6-MONTH RETURN
HRB +48.73%
3-MONTH RETURN
HRB +20.94%

Valuation Measures & Ratios

Enterprise Value4$6.45B
Forward P/E56.88
PEG Ratio60.84
Price / Sales (TTM1)1.50
Price / Book741.09
EV4 / Revenue1.63
EV4 / EBITDA6.26
Profit Margin18.59%
Operating Margin23.01%
Return on Equity (ROE8)249.97%
Return on Assets (ROA9)24.05%
Avg Volume (3M)2,074,640
Quarterly history (5 periods)
Measure Mar '26Dec '25Sep '25Mar '25Dec '24
Market cap $4.00B — — $7.05B —
P/E 3.44 — — 7.07 —
Price/Sales 0.79 — — 1.46 —
Price/Book -163.93 — — -36.54 —
EV/Revenue 0.91 — — 1.61 —
ROE -4768.78% — — -517.05% —
ROA 34.27% — — 30.73% —

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short18,579,685
Change from Prior Settlement+6.48%
% of Float—
Days to Cover (Short Ratio)7.96

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Mar '26Dec '25Sep '25Mar '25Dec '24Sep '24Mar '24Dec '23
Revenue $2.40B $198.9M $203.6M $2.28B $179.1M $193.8M $2.18B $179.1M
Operating income — — — — — — — —
Net income $847.9M -$242.2M -$165.8M $722.3M -$243.4M -$172.6M $690.7M -$189.8M
EPS (diluted) $6.60 — — $5.31 — — $4.86 —
EPS (basic) $6.66 $-1.92 $-1.26 $5.37 $-1.80 $-1.24 $4.93 $-1.33
Net margin $35 -$122 -$81 $32 -$136 -$89 $32 -$106

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $3.26B $3.39B $2.93B $2.62B $3.26B $3.25B $2.71B $2.55B
Total liabilities $3.14B $3.42B $3.75B $3.17B $3.18B $3.44B $3.58B $2.92B
Stockholders' equity $117.5M -$24.4M -$823.1M -$550.9M $88.9M -$192.8M -$872.5M -$368.1M
Total current assets $1.13B $1.29B $841.8M $564.2M $1.16B $1.25B $777.4M $611.6M
Total current liabilities $993.4M $1.29B $654.8M $739.6M $1.30B $1.59B $1.06B $795.9M
Cash & equivalents $958.7M $867.0M $349.2M $376.4M $983.3M $772.9M $320.1M $415.9M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $252.0M $1.56B -$614.0M -$356.8M $251.6M $1.32B -$567.1M -$328.6M
Investing cash flow -$2.2M -$30.6M -$71.0M -$20.9M $5.5M -$23.4M -$61.1M -$26.4M
Financing cash flow -$154.7M -$1.01B $654.6M -$225.0M -$51.9M -$854.1M $543.0M -$284.4M
Free cash flow $236.5M $1.54B -$649.5M -$370.0M $241.3M $1.30B -$597.4M -$347.3M
Capital expenditures $15.5M $18.4M $35.5M $13.2M $10.2M $22.7M $30.4M $18.7M
Depreciation & amortization $93.5M $31.5M $30.0M $28.9M $88.0M $29.2M $29.2M $28.8M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding HRB as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Institutional ownership is not available for this symbol right now.

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-11-05 to 2026-09-30

Recent transactions

  • Insiders have net sold 2,700 shares over the last 182 days, across 0 purchases and 1 sale.
  • Most recent: Darling Mark J. (Chief Retail Officer) — Open market sale of 2,700 shares on 2026-09-30.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)2,700 sh(1 txns)
Net Shares-2,700

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Darling Mark J.Chief Retail OfficerOpen market sale2026-09-302,700
Campbell Curtis APresident & CEOGrant / award2026-08-3149,129
Manuel ScottChief Strategy & Operations OfGrant / award2026-08-3110,843
Mason Tiffany LChief Financial OfficerGrant / award2026-08-3113,553
Redler Dara SChief Legal & Admin. OfficerGrant / award2026-08-319,826
Wasleski April M.VP & Chief Acct OfficerGrant / award2026-08-311,426
Plaines StephanieDirectorGrant / award2026-01-223,727
Charnaux Christian H.DirectorGrant / award2026-01-223,727
Breig GeralynDirectorGrant / award2026-01-223,727
Jones Jeffrey J IIPresident & CEOOption exercise2025-11-19128,818
Cohan SeanDirectorGrant / award2025-11-053,927
Gerard Robert ADirectorGrant / award2025-11-053,927
Gupta AnuradhaDirectorGrant / award2025-11-053,927
Johnson Richard ADirectorGrant / award2025-11-0510,209
Mends MiaDirectorGrant / award2025-11-053,927
REICH VICTORIADirectorGrant / award2025-11-053,927
Winter Matthew EDirectorGrant / award2025-11-053,927

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-09-30Darling Mark J.Chief Retail OfficerOpen market sale 2,700$40.69
2026-08-31Campbell Curtis APresident & CEOGrant / award 49,129$0.00
2026-08-31Campbell Curtis APresident & CEOTax withholding 2,833$51.65
2026-08-31Darling Mark J.Chief Retail OfficerGrant / award 6,099$0.00
2026-08-31Darling Mark J.Chief Retail OfficerTax withholding 4,129$51.65
2026-08-31Manuel ScottChief Strategy & Operations OfGrant / award 10,843$0.00
2026-08-31Manuel ScottChief Strategy & Operations OfTax withholding 3,736$51.65
2026-08-31Mason Tiffany LChief Financial OfficerGrant / award 13,553$0.00
2026-08-31Mason Tiffany LChief Financial OfficerTax withholding 3,510$51.65
2026-08-31Redler Dara SChief Legal & Admin. OfficerGrant / award 9,826$0.00
2026-08-31Redler Dara SChief Legal & Admin. OfficerTax withholding 12,219$51.65
2026-08-31Wasleski April M.VP & Chief Acct OfficerGrant / award 1,426$0.00
2026-08-31Wasleski April M.VP & Chief Acct OfficerTax withholding 413$51.65
2026-08-12Redler Dara SChief Legal & Admin. OfficerGrant / award 17,271$0.00
2026-08-12Darling Mark J.Chief Retail OfficerGrant / award 4,429$0.00
2026-07-08Campbell Curtis APresident & CEOTax withholding 11$39.83
2026-06-03Campbell Curtis APresident & CEOTax withholding 1,016$37.96
2026-01-22Plaines StephanieDirectorGrant / award 3,727$0.00
2026-01-22Charnaux Christian H.DirectorGrant / award 3,727$0.00
2026-01-22Breig GeralynDirectorGrant / award 3,727$0.00
2026-01-05Darling Mark J.Chief Retail OfficerGrant / award 1,481$0.00
2026-01-05Campbell Curtis APresident & CEOGrant / award 17,216$0.00
2025-11-19Jones Jeffrey J IIPresident & CEOOption exercise 128,818$29.73
2025-11-19Jones Jeffrey J IIPresident & CEOGift 45,000$0.00
2025-11-19Jones Jeffrey J IIPresident & CEOOpen market sale 128,818$44.54
2025-11-12Jones Jeffrey J IIPresident & CEOOption exercise 145,087$29.73
2025-11-12Jones Jeffrey J IIPresident & CEOOpen market sale 176,449$46.46
2025-11-05Cohan SeanDirectorGrant / award 3,927$0.00
2025-11-05Gerard Robert ADirectorGrant / award 3,927$0.00
2025-11-05Gupta AnuradhaDirectorGrant / award 3,927$0.00
2025-11-05Johnson Richard ADirectorGrant / award 10,209$0.00
2025-11-05Mends MiaDirectorGrant / award 3,927$0.00
2025-11-05REICH VICTORIADirectorGrant / award 3,927$0.00
2025-11-05Winter Matthew EDirectorGrant / award 3,927$0.00

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 06:14 UTC

FiledFormReport periodOfficial filing
2026-10-0242026-09-30 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-09-0242026-08-31 View on SEC.gov →
2026-08-1442026-08-12 View on SEC.gov →
2026-08-1442026-08-12 View on SEC.gov →
2026-08-148-K2026-08-12 View on SEC.gov →
2026-08-1410-K2026-06-30 View on SEC.gov →
2026-08-118-K2026-08-11 View on SEC.gov →

Headlines about HRB (H&R Block, Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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