Hr Block Stock Analysis

HRB Stock  USD 55.28  0.25  0.45%   
HR Block is undervalued with Real Value of 59.44 and Target Price of 62.0. The main objective of HR Block stock analysis is to determine its intrinsic value, which is an estimate of what HR Block is worth, separate from its market price. There are two main types of HR Block's stock analysis: fundamental analysis and technical analysis.
The HR Block stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and HR Block's ongoing operational relationships across important fundamental and technical indicators.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HR Block. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.

HRB Stock Analysis Notes

About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.86. HR Block last dividend was issued on the 4th of June 2025. The entity had 2:1 split on the 23rd of August 2005. HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people. To learn more about HR Block call Jeffrey II at (816) 854-3000 or check out https://www.hrblock.com.

HR Block Quarterly Total Revenue

2.28 Billion

HR Block Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. HR Block's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
HR Block generated a negative expected return over the last 90 days
HR Block has a frail financial position based on the latest SEC disclosures
Over 98.0% of the company shares are owned by institutional investors
On 3rd of July 2025 HR Block paid $ 0.375 per share dividend to its current shareholders
Latest headline from news.google.com: HR Block, Inc. Shares Bought by Crossmark Global Holdings Inc. - MarketBeat

HR Block Upcoming and Recent Events

Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HR Block previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
6th of February 2024
Upcoming Quarterly Report
View
14th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
20th of August 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
30th of June 2023
Last Financial Announcement
View

HRB Largest EPS Surprises

Earnings surprises can significantly impact HR Block's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2015-12-07
2015-09-30-0.42-0.340.0819 
2014-09-03
2014-06-30-0.37-0.45-0.0821 
2017-08-29
2017-06-30-0.53-0.62-0.0916 
View All Earnings Estimates

HR Block Thematic Classifications

In addition to having HR Block stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Hedge Favorites Idea
Hedge Favorites
Investment assets that are popular or favored by hedge funds
Personal Services Idea
Personal Services
USA Equities from Personal Services industry as classified by Fama & French

HRB Stock Institutional Investors

Shares
Wellington Management Company Llp2025-03-31
2.1 M
Aqr Capital Management Llc2025-03-31
1.8 M
Charles Schwab Investment Management Inc2025-03-31
1.7 M
Lsv Asset Management2025-03-31
1.7 M
Bank Of New York Mellon Corp2025-03-31
1.7 M
Arrowstreet Capital Limited Partnership2025-03-31
1.5 M
Qube Research & Technologies2025-03-31
1.4 M
Balyasny Asset Management Llc2025-03-31
1.3 M
Royal Bank Of Canada2025-03-31
1.2 M
Blackrock Inc2025-03-31
15.9 M
Fmr Inc2025-03-31
14.7 M
Note, although HR Block's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HRB Market Capitalization

The company currently falls under 'Mid-Cap' category with a total capitalization of 7.4 B.

HRB Profitablity

The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.43 %, which entails that for every 100 dollars of revenue, it generated $0.43 of operating income.

Management Efficiency

HR Block has Return on Asset of 0.1563 % which means that on every $100 spent on assets, it made $0.1563 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.975 %, implying that it generated $0.975 on every 100 dollars invested. HR Block's management efficiency ratios could be used to measure how well HR Block manages its routine affairs as well as how well it operates its assets and liabilities. At present, HR Block's Total Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Intangible Assets is expected to grow to about 415.7 M, whereas Total Assets are forecasted to decline to about 3.7 B.
The strategic initiatives led by HR Block's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield
0.0273
Operating Margin
0.4296
Profit Margin
0.152
Forward Dividend Yield
0.0273
Beta
0.271

Technical Drivers

As of the 9th of July, HR Block owns the Coefficient Of Variation of (12,516), information ratio of (0.06), and Market Risk Adjusted Performance of (0.06). HR Block technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices.

HR Block Price Movement Analysis

Illegal number of arguments. The output start index for this execution was zero with a total number of output elements of zero. The Weighted Moving Average calculates a weight for each value in HR Block price series with the more recent values given greater weights.

HR Block Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HR Block insiders, such as employees or executives, is commonly permitted as long as it does not rely on HR Block's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HR Block insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

HR Block Outstanding Bonds

HR Block issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HR Block uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HRB bonds can be classified according to their maturity, which is the date when HR Block has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

HR Block Predictive Daily Indicators

HR Block intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HR Block stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

HR Block Forecast Models

HR Block's time-series forecasting models are one of many HR Block's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary HR Block's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About HRB Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how HR Block prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling HRB shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as HR Block. By using and applying HRB Stock analysis, traders can create a robust methodology for identifying HRB entry and exit points for their positions.
HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people.

Current HRB Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. HRB analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. HRB analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
62.0Hold4Odds
HR Block current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most HRB analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand HRB stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of HR Block, talking to its executives and customers, or listening to HRB conference calls.
HRB Analyst Advice Details

HRB Stock Analysis Indicators

HR Block stock analysis indicators help investors evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock analysis, traders can identify HR Block position entry and exit signals to maximize returns.
Begin Period Cash FlowB
Long Term Debt1.5 B
Common Stock Shares Outstanding143.9 M
Total Stockholder Equity90.6 M
Tax Provision164.4 M
Quarterly Earnings Growth Y O Y0.093
Property Plant And Equipment Net593.3 M
Cash And Short Term Investments1.1 B
Cash1.1 B
Accounts Payable155.8 M
Net Debt437.8 M
50 Day M A57.3648
Total Current Liabilities977.3 M
Other Operating Expenses2.8 B
Non Current Assets TotalB
Forward Price Earnings10.7411
Non Currrent Assets Other21.2 M
Stock Based Compensation34.3 M

Complementary Tools for HRB Stock analysis

When running HR Block's price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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