
H&R Block, Inc.
HRBNYSEConsumer CyclicalPersonal Products & Services
Previous close
$53.68
+$0.64 · +1.21%
Pre-market
$54.00
+$0.32 · +0.60%
Aug 24, 8:22 AM ET
HRB company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
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GoAI score
Hold
Wait — insufficient conviction to act
Valuation
85
Deep Value
Momentum
43
Neutral
Sentiment
38
Bearish
Risk resilience
64
Moderate Risk
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Company profile
Company websiteH&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.
- Industry
- Personal Products & Services
- Sector
- Consumer Cyclical
- Headquarters
- US
- CEO
- Curtis A. Campbell
- Listed since
- Feb 21, 1973
- Employees
- 4,600
Market position
Day range
Current $53.68
52-week range
Current $53.68
- Open
- $52.93
- Previous close
- $53.04
- Volume
- 1.62M
- 0.66× average
- Average volume
- 2.45M
- Average daily volume
- Market cap
- 6.8B USD
- Beta
- 0.36
- Market reference 1
- 50-day average
- $42.4266
- +26.52% above average
- 200-day average
- $38.5028
- +39.42% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- P/E (TTM)
- 9.26×
- P/B (TTM)
- 58.02×
- P/S (TTM)
- 1.72×
- Dividend yield
- 3.13%
Profitability & efficiency
- Gross margin
- 60.36%
- Operating margin
- 25.83%
- Net margin
- 18.59%
Financial health
- Debt / equity
- 17.89×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 3.95B USD | 3.76B USD | 3.61B USD | 3.47B USD | 3.46B USD |
| Cost of goods sold | 2.2B USD | 2.09B USD | 1.99B USD | 1.92B USD | 1.88B USD |
| Gross profit | 1.75B USD | 1.67B USD | 1.62B USD | 1.55B USD | 1.58B USD |
| Research and development | — | 119.24M USD | 108.69M USD | — | — |
| Selling, general, and administrative | 841.3M USD | 846.91M USD | 813.5M USD | 800.04M USD | 837.11M USD |
| Operating expenses | 3.04B USD | 846.91M USD | 813.5M USD | 800.04M USD | 837.11M USD |
| Interest expense | 80.61M USD | 78.11M USD | 79.08M USD | 72.98M USD | 88.28M USD |
| Depreciation and amortization | — | 116.83M USD | 121.78M USD | 130.5M USD | 142.18M USD |
| Operating income | −1.29B USD | 827.97M USD | 805.28M USD | 748.7M USD | 744.9M USD |
| Net income | 733.6M USD | 605.77M USD | 595.32M USD | 553.7M USD | 553.67M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 82%
- 9 beats, 2 misses, 0 met estimates
- Average EPS surprise
- +4.36%
- 11 comparable reports
- Latest EPS result
- 2.38
- Estimate 2.21 · Beat by 7.69%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Recent analyst actions
HRB news
HRB peers
ETFs holding HRB
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Mid-Cap ETFIJH219.67M0.17%125.92B USD0.05%$76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI177.91M0.01%2.3T USD0.03%$378.24+0.44%
iShares Select Dividend ETFDVY132.54M0.55%23.86B USD0.38%$164.09-0.16%
Vanguard Morningstar Small-Cap ETFVB128.32M0.07%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR81.49M0.12%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF64.34M0.07%93.7B USD0.05%$245.53+0.82%
First Trust SMID Cap Rising Dividend Achievers ETFSDVY56.82M0.49%11.64B USD0.58%$43.87+0.46%
State Street SPDR S&P MIDCAP 400 ETF TrustMDY49.24M0.18%26.72B USD0.23%$699.6+0.48%
iShares Core S&P Mid-Cap ETFIJH- Market value
- 219.67M
- Weight
- 0.17%
- AUM
- 125.92B USD
- Expense ratio
- 0.05%
- Price / 1D
- $76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 177.91M
- Weight
- 0.01%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
iShares Select Dividend ETFDVY- Market value
- 132.54M
- Weight
- 0.55%
- AUM
- 23.86B USD
- Expense ratio
- 0.38%
- Price / 1D
- $164.09-0.16%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 128.32M
- Weight
- 0.07%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 81.49M
- Weight
- 0.12%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 64.34M
- Weight
- 0.07%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
First Trust SMID Cap Rising Dividend Achievers ETFSDVY- Market value
- 56.82M
- Weight
- 0.49%
- AUM
- 11.64B USD
- Expense ratio
- 0.58%
- Price / 1D
- $43.87+0.46%
State Street SPDR S&P MIDCAP 400 ETF TrustMDY- Market value
- 49.24M
- Weight
- 0.18%
- AUM
- 26.72B USD
- Expense ratio
- 0.23%
- Price / 1D
- $699.6+0.48%
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