HRB

H&R Block Inc

HRB, USA

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; 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; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

https://www.hrblock.com

Stock Price

$ 0.00

0% increase compared to yesterday.

Dividend

Frequency:

Quarterly

Rate:

0.42

Next Payout:

Jan 6, 2026

Yield:

3.8537 %
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Showing 2 of 10

Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

HOLD

Target Price:

$55

Analyst Picks

Strong Buy

0

Buy

1

Hold

2

Sell

1

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

9.59

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very Low

-10.41

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very High

30.10 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

-6.33 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very Low

-181.79 %

Low ≤ 5%

High ≥ 15%

Investors

* Institutions hold a combined 93.04% of the total shares of H&R Block Inc

1.

BlackRock Inc

(12.0409%)

since

2025/06/30

2.

FMR Inc

(10.3399%)

since

2025/06/30

3.

Vanguard Group Inc

(10.3343%)

since

2025/06/30

4.

Fuller & Thaler Asset Management Inc

(3.3093%)

since

2025/06/30

5.

iShares Core S&P Mid-Cap ETF

(3.2534%)

since

2025/08/31

6.

State Street Corp

(3.1512%)

since

2025/06/30

7.

FullerThaler Behavioral Sm-Cp Eq R6

(3.1437%)

since

2025/06/30

8.

FullerThaler Behavioral Small-Cap Equity

(3.1437%)

since

2025/06/30

9.

Vanguard Total Stock Mkt Idx Inv

(3.1342%)

since

2025/07/31

10.

Vanguard Small Cap Index

(2.426%)

since

2025/07/31

11.

Boston Partners Global Investors, Inc

(2.4143%)

since

2025/06/30

12.

Lazard Asset Management LLC

(2.3789%)

since

2025/06/30

13.

Geode Capital Management, LLC

(2.1274%)

since

2025/06/30

14.

iShares Select Dividend ETF

(2.1108%)

since

2025/08/31

15.

JHancock Disciplined Value Mid Cap I

(2.0396%)

since

2025/07/31

16.

Northern Trust Corp

(1.8521%)

since

2025/06/30

17.

Dimensional Fund Advisors, Inc.

(1.6874%)

since

2025/06/30

18.

Wellington Management Company LLP

(1.6816%)

since

2025/06/30

19.

Vanguard Small Cap Value Index Inv

(1.5604%)

since

2025/07/31

20.

Fidelity Series Value Discovery

(1.5552%)

since

2025/07/31

21.

Morgan Stanley - Brokerage Accounts

(1.5339%)

since

2025/06/30

22.

Strategic Advisers Fidelity US TtlStk

(1.4922%)

since

2025/07/31

23.

Citadel Advisors Llc

(1.3695%)

since

2025/06/30

24.

NORGES BANK

(1.3305%)

since

2025/06/30

25.

Qube Research & Technologies

(1.307%)

since

2025/06/30

26.

Charles Schwab Investment Management Inc

(1.2214%)

since

2025/06/30

27.

Bank of New York Mellon Corp

(1.2176%)

since

2025/06/30

28.

AQR Capital Management LLC

(1.2074%)

since

2025/06/30

29.

LSV Asset Management

(1.2014%)

since

2025/06/30

30.

Arrowstreet Capital Limited Partnership

(1.1935%)

since

2025/06/30

31.

Vanguard Institutional Extnd Mkt Idx Tr

(1.0738%)

since

2025/07/31

32.

SPDR® S&P MIDCAP 400 ETF Trust

(0.7656%)

since

2025/07/31

33.

BlackRock Systematic Multi-Strat Instl

(0.7475%)

since

2025/06/30

34.

Lazard Global Eq Franchise A Acc USD

(0.5789%)

since

2025/08/31

35.

iShares S&P Mid-Cap 400 Growth ETF

(0.5685%)

since

2025/08/31

36.

WEDGE QVM Large Cap Value

(0.5417%)

since

2025/03/31

37.

Fidelity Extended Market Index

(0.5392%)

since

2025/07/31

38.

Fidelity Equity-Income

(0.5146%)

since

2025/07/31

39.

State Farm Growth

(0.4773%)

since

2025/06/30

40.

Schwab US Small-Cap ETFâ„¢

(0.4737%)

since

2025/08/30

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

—

EPS Estimate

—

Latest Release

Date

2025-09-30

EPS Actual

-1.2

EPS Estimate

-1.35

EPS Difference

0.15

Surprise Percent

11.1111%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Weak Deep Value(3)
Defensive
Highly Defensive(8.5)
Dividend
Weak Dividend Profile(2)
Economic Moat
Wide Moat Company(7.3)
GARP
Not Attractive for GARP(2.5)
Growth
Weak Growth Prospect(3)
Momentum
Strong Momentum(7)
Net Net
Not Undervalued (Net-Net)(0.5)
Quality
Low Quality Business(3)
Value
Fair Value(5.5)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.