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HRB

H&R Block Inc.

Apr 15 • 04:00PM ET

46.32

Dollar change +0.06
Percentage change 0.13	%

Consumer Cyclical • Personal Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IJH VB SCHD DVY VBR VXF COWZ IJK VYM

Scroll to Statements

Index	-	P/E	12.77	EPS (ttm)	3.63	Insider Own	1.20%	Shs Outstand	146.15M	Perf Week	-2.73%
Market Cap	6.46B	Forward P/E	9.97	EPS next Y	4.64	Insider Trans	-8.11%	Shs Float	137.84M	Perf Month	-0.69%
Income	588.06M	PEG	1.28	EPS next Q	4.62	Inst Own	92.82%	Short Float	8.64%	Perf Quarter	1.94%
Sales	3.49B	P/S	1.85	EPS this Y	10.99%	Inst Trans	-1.26%	Short Ratio	10.95	Perf Half Y	7.60%
Book/sh	-5.54	P/B	-	EPS next Y	9.55%	ROA	22.11%	Short Interest	11.91M	Perf Year	34.57%
Cash/sh	2.42	P/C	19.11	EPS next 5Y	10.00%	ROE	457.46%	52W Range	28.83 - 52.90	Perf YTD	-4.24%
Dividend Est.	1.29 (2.80%)	P/FCF	10.78	EPS past 5Y	3.80%	ROI	34.07%	52W High	-12.44%	Beta	0.71
Dividend TTM	1.25 (2.70%)	Quick Ratio	1.21	Sales past 5Y	2.85%	Gross Margin	44.86%	52W Low	60.67%	ATR (14)	1.07
Dividend Ex-Date	Mar 04, 2024	Current Ratio	1.21	EPS Y/Y TTM	27.41%	Oper. Margin	22.45%	RSI (14)	42.88	Volatility	2.10% 2.15%
Employees	74400	Debt/Eq	-	Sales Y/Y TTM	0.88%	Profit Margin	16.86%	Recom	2.50	Target Price	49.67
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	8.09%	Payout	32.51%	Rel Volume	0.84	Prev Close	46.26
Sales Surprise	5.69%	EPS Surprise	18.72%	Sales Q/Q	7.62%	Earnings	Feb 06 AMC	Avg Volume	1.09M	Price	46.32
SMA20	-2.35%	SMA50	-2.77%	SMA200	7.75%	Trades		Volume	911,956	Change	0.13%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-10-21	Reiterated	Barrington Research	Outperform	$21 → $24
Jul-15-20	Upgrade	Northcoast	Neutral → Buy	$20
Mar-13-20	Upgrade	BTIG Research	Sell → Neutral
Mar-06-20	Reiterated	Barrington Research	Outperform	$30 → $25
Feb-27-20	Upgrade	Standpoint Research	Hold → Buy
Nov-22-19	Initiated	Jefferies	Hold
Jul-09-19	Downgrade	Northcoast	Buy → Neutral
Jun-27-19	Resumed	Morgan Stanley	Equal-Weight	$29
Jan-31-19	Downgrade	Goldman	Neutral → Sell
Jun-14-18	Reiterated	Barrington Research	Outperform	$32 → $27
Mar-27-18	Initiated	Goldman	Neutral	$28
Mar-05-18	Upgrade	Northcoast	Neutral → Buy
Nov-16-16	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Aug-26-16	Initiated	Macquarie	Outperform	$28
Mar-22-16	Initiated	Sterne Agee CRT	Neutral
Mar-04-16	Downgrade	Wedbush	Outperform → Neutral	$46 → $32
Mar-04-16	Downgrade	BMO Capital Markets	Outperform → Market Perform	$40 → $32
Sep-04-15	Reiterated	Barrington Research	Outperform	$37 → $40
Aug-26-15	Reiterated	Oppenheimer	Outperform	$35 → $38
Jun-10-15	Downgrade	Credit Suisse	Outperform → Neutral	$37 → $35

Show Previous Ratings

Apr-15-24 09:44PM	15 States with No or Low Income Tax Rates (Insider Monkey)
05:21PM	Some H&R Block customers faced hours of outages on Tax Day (CNN Business)
05:09PM	H&R Blocks Tax Day Outage Frustrates Last-Minute Filers (The Wall Street Journal)
Apr-12-24 01:09PM	Last-minute tax tips: What to know before filing an extension (Yahoo Finance Video)
Apr-10-24 08:21AM	The CEO of H&R Block says they reversed their RTO mandate after listening to their employees: We have no plan to go backward (Fortune)
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Apr-05-24 08:00AM	Pizza for Procrastinators: H&R Block Partners with Domino's to Incentivize Last-Minute Tax Filers to Finish Returns by April 10 (GlobeNewswire)
Apr-02-24 09:27AM	Thinking Small, Winning Big: 7 Small-Cap Stocks to Supercharge Your Portfolio (InvestorPlace)
Apr-01-24 11:17AM	Sharecare, Inc. (NASDAQ:SHCR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-31-24 10:08PM	25 Most Taxed States in the US (Insider Monkey)
Mar-28-24 01:47PM	What's the Early Reaction to the New IRS Free Online Tax Filing Service? (Investopedia)
Mar-27-24 04:22PM	20 Best Tax Deductions For Small Businesses (Insider Monkey)
Mar-20-24 06:37PM	UPDATE 1-H&R Block sues US Federal Trade Commission over tax ads probe (Reuters)
04:39PM	H&R Block sues US Federal Trade Commission over tax ads probe (Reuters)
Mar-13-24 12:00PM	H&R Block (HRB) Rises 37% in a Year: Here's What to Know (Zacks)
Mar-11-24 01:44PM	7 Small-Cap Value Stocks to Buy Before the Tech Bubble Bursts (InvestorPlace)
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Mar-10-24 09:41AM	AI Is Taking On New Work. But Change Will Be Hardand Expensive. (The Wall Street Journal)
05:30AM	AI Is Taking on New Work Inside Companies. But Change Will Be Hardand Expensive. (The Wall Street Journal)
Mar-07-24 11:31AM	Why Is H&R Block (HRB) Up 5.6% Since Last Earnings Report? (Zacks)
Mar-05-24 02:32PM	Look Out, H&R Block and Intuit. The IRS Just Launched Its Free Tax-Prep Service in 12 States. (Barrons.com)
Mar-04-24 05:07AM	H&R Block Inc's Dividend Analysis (GuruFocus.com)
Feb-29-24 02:32PM	3 Starter Retirement Stocks Every New Investor Should Own (InvestorPlace)
Feb-27-24 10:45AM	FTC sues H&R Block over issues tied to its online free file option (CNN Business)
Feb-24-24 03:10AM	H&R Block Inc President & CEO Jones Jeffrey J II Sells 85,921 Shares (GuruFocus.com)
Feb-23-24 05:14PM	FTC Targets H&R Block For Deleting Customer Tax Prep Data (Investopedia)
04:08PM	FTC Files Complaint Against H&R Block for Deceptive Marketing, Data Deletion (The Wall Street Journal)
03:26PM	UPDATE 2-H&R Block accused of deceptive marketing over ads for free tax-filing (Reuters)
03:25PM	H&R Block accused of deceptive marketing over ads for free tax-filing (Reuters)
03:08PM	US FTC files complaint against H&R Block for deleting consumers' tax data (Reuters)
Feb-22-24 06:01PM	16 States With the Lowest Or No Sales Tax (Insider Monkey)
12:31PM	20 States Where Tax Filers Are Paying the Highest Percentage of Their Income (Insider Monkey)
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Feb-16-24 04:46AM	13 Overlooked Tax Deductions for Retirees That Could Save Them Money (Insider Monkey)
Feb-13-24 08:00AM	H&R Block to Release Responsibility Island, a Reality TV Parody Series That Blends Comedy, Love and Taxes (GlobeNewswire)
Feb-09-24 07:32AM	Februarys Smart Buys: 7 Value Stocks You Cant Afford to Miss (InvestorPlace)
Feb-08-24 04:47PM	3 Must-Buy Dividend Stocks for a Lucrative February (InvestorPlace)
09:40AM	Is H&R Block (HRB) Stock Undervalued Right Now? (Zacks)
Feb-07-24 04:15PM	H&R Block CEO sees no guidance concerns ahead of tax season (Yahoo Finance Video)
10:18AM	H&R Block (HRB) Q2 Earnings and Revenues Beat Estimates (Zacks)
08:14AM	H&R Block, Inc. (NYSE:HRB) Q2 2024 Earnings Call Transcript (Insider Monkey)
06:18AM	Q2 2024 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 06:20PM	H&R Block (HRB) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
05:34PM	E.l.f. Beauty, Enphase Energy, H&R Block: Earnings in focus (Yahoo Finance Video)
05:17PM	H&R Block: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:38PM	H&R Block Finance Chief Bowen To Retire (The Wall Street Journal)
04:32PM	H&R Block Inc (HRB) Posts Revenue Growth and Share Repurchases in Q2 FY2024 (GuruFocus.com)
04:06PM	H&R Block Reports Fiscal 2024 Second Quarter Results; Full Year Outlook Reaffirmed (GlobeNewswire)
04:05PM	H&R Block Chief Financial Officer Tony Bowen Announces Retirement (GlobeNewswire)
12:00PM	Microsoft's AI engine powering H&R Block's tax filing assistance product (Fox Business)
Feb-02-24 12:53PM	H&R Block (HRB) to Report Q2 Earnings: What's in the Cards? (Zacks)
08:00AM	H&R Block Brings Block City to the Minecraft Metaverse (GlobeNewswire)
Jan-31-24 04:15PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
Jan-29-24 05:45PM	Did you pay H&R Block for tax help? You may be getting a refund (LA Times)
08:00AM	H&R Block's New Direct Import Feature Makes Switching from TurboTax to H&R Block DIY Online Fast and Easy (GlobeNewswire)
Jan-26-24 03:08PM	H&R Block Names Tax and Technology Industry Veteran Curtis Campbell as President, Global Consumer Tax & Chief Product Officer (GlobeNewswire)
Jan-24-24 08:40PM	Top 7 Value Stocks to Outperform Growth in 2024 (InvestorPlace)
Jan-23-24 04:35PM	H&R Block to Release Fiscal 2024 Second Quarter Results on February 6, 2024 (GlobeNewswire)
Jan-22-24 07:12AM	20 Countries with the Lowest Income Tax Rates in the World (Insider Monkey)
05:00AM	Believe it or not, there are some things to love about taxes this year, according to H&R Block. One may be the size of your refund. (MarketWatch)
Jan-16-24 10:03AM	H&R Block's Block Advisors Launches Beneficial Ownership Reporting Service to Help Small Business Owners Comply with the Corporate Transparency Act (GlobeNewswire)
09:40AM	Should Value Investors Buy H&R Block (HRB) Stock? (Zacks)
09:40AM	Here's Why H&R Block (HRB) is a Strong Value Stock (Zacks)
Jan-15-24 09:32AM	Here's Why H&R Block (HRB) is an Attractive Pick Right Now (Zacks)
Jan-12-24 09:46AM	16 States with Income Tax Cuts in 2024 (Insider Monkey)
Jan-09-24 07:00AM	H&R Block's Latest Brand Campaign Encourages Hardworking Americans to Switch to the Winning Team by Showing Why 'It's Better With Block' (GlobeNewswire)
Dec-28-23 08:11PM	30 Most Profitable Businesses You Can Start in USA (Insider Monkey)
10:33AM	3 Deep Value Stocks for Hidden Gems in 2024 (InvestorPlace)
Dec-26-23 02:06PM	20 Countries with Highest Income Tax Rates in the World (Insider Monkey)
Dec-22-23 12:11PM	H&R Block (HRB) Rises 21% in a Year: Here's What to Know (Zacks)
Dec-14-23 07:00AM	New H&R Block AI Tax Assist Provides DIY Tax Filers Instant, Unlimited Help with No Extra Fees or Upgrade Required for Live Tax Pro Assistance (GlobeNewswire)
Dec-11-23 12:45PM	Here is Why Growth Investors Should Buy H&R Block (HRB) Now (Zacks)
09:40AM	Are Investors Undervaluing H&R Block (HRB) Right Now? (Zacks)
Dec-07-23 11:31AM	Why Is H&R Block (HRB) Up 7.9% Since Last Earnings Report? (Zacks)
Dec-05-23 10:46PM	15 Worst States to Retire on Social Security (Insider Monkey)
Nov-30-23 03:44PM	20 Tax-Friendly States for High Income in the US (Insider Monkey)
09:50AM	Why H&R Block (HRB) is a Top Momentum Stock for the Long-Term (Zacks)
Nov-28-23 12:21PM	Hedge Fund and Insider Trading News: Ray Dalio, Alan Howard, Jim Chanos, Paul Marshall, Dmitry Balyasny, Acheron Capital, NewtekOne Inc (NEWT), H&R Block, Inc. (HRB), and More (Insider Monkey)
09:04AM	Insider Sell: CFO Tony Bowen Sells 46,892 Shares of H&R Block Inc (HRB) (GuruFocus.com)
Nov-27-23 12:05PM	Reasons to Retain H&R Block (HRB) Stock in Your Portfolio (Zacks)
09:40AM	Why H&R Block (HRB) is a Top Value Stock for the Long-Term (Zacks)
Nov-20-23 08:36AM	H&R Block Celebrates Top Performing Franchisees for Their Bold Commitment to Client Experience and Company Transformation (GlobeNewswire)
Nov-15-23 02:37PM	21 Best Places for Canadians to Retire Abroad (Insider Monkey)
Nov-08-23 12:46PM	H&R Block (HRB) Q1 Earnings and Revenues Beat Estimates (Zacks)
12:22PM	H&R Block, Inc. (NYSE:HRB) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:35AM	What the H&R Block CEO expects for the 2024 tax season (Yahoo Finance Video)
08:46AM	The New and Improved Emerald Advance(SM) Loan Provides a Little Breathing Room This Holiday Season with a Loan of up to $1,300 (GlobeNewswire)
06:05AM	Q1 2024 H & R Block Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 06:08PM	H&R Block: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	H&R Block Reports Fiscal 2024 First Quarter Results; Full Year Outlook Reaffirmed (GlobeNewswire)
Nov-03-23 12:08PM	H&R Block (HRB) to Report Q1 Earnings: What's in the Cards? (Zacks)
Nov-02-23 04:05PM	H&R Block Announces Quarterly Cash Dividend (GlobeNewswire)
Oct-31-23 10:01AM	H&R Block (HRB) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Oct-30-23 04:35PM	H&R Block to Participate in the Northcoast Research 2023 Management Fall Forum (GlobeNewswire)
Oct-28-23 05:00AM	Youre probably middle class if youre a single millennial or boomer, living in Florida and making $45,000 to $145,000 per year (Fortune)
Oct-26-23 08:00AM	H&R Block's Annual 'Outlook on American Life' Report Provides Insight into Middle America and Factors Influencing the Nation's Economy (GlobeNewswire)
Oct-24-23 04:35PM	H&R Block to Release Fiscal 2024 First Quarter Results on November 7, 2023 (GlobeNewswire)
Oct-23-23 04:35PM	H&R Block to Participate in the JP Morgan 2023 Equity Opportunities Forum (GlobeNewswire)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Oct-18-23 04:00PM	15 States with No Income Tax or Sales Tax (Insider Monkey)
09:30AM	H&R Block Welcomes Teri Daley as Vice President of Corporate Communications (GlobeNewswire)
Oct-17-23 05:07PM	Taxpayers In 13 States Can File Online Directly To The IRS This Year (Investopedia)
01:58PM	H&R Block (HRB) Stock Rises 30% in Three Months: Here's How (Zacks)

H&R Block, Inc. engages in the provision of tax return preparation solutions and distribution of block-branded services and products. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Jones Jeffrey J II	President & CEO	Feb 23 '24	Sale	49.21	85,921	4,228,593	755,359	Feb 23 05:30 PM
Jones Jeffrey J II	President & CEO	Feb 15 '24	Sale	48.02	14,938	717,353	841,280	Feb 20 04:31 PM
Bowen Tony G	Chief Financial Officer	Nov 27 '23	Sale	47.10	46,892	2,208,510	125,591	Nov 27 04:32 PM
Logerwell Kellie J	VP & Chief Acct Officer	Sep 11 '23	Sale	39.61	8,000	316,845	27,721	Sep 12 04:32 PM
Jones Jeffrey J II	President & CEO	Aug 16 '23	Sale	38.00	91,192	3,465,296	812,150	Aug 16 08:31 PM
Johnson Richard A	Director	May 19 '23	Buy	29.54	10,000	295,380	68,729	May 23 04:33 PM
Gerard Robert A	Director	May 11 '23	Buy	32.13	500	16,064	276,406	May 11 05:31 PM

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HRB

H&R Block Inc.

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