H&R BlockHRB
Market Cap: $8.78B
About: H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
Employees: 4,200
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
33.8% more ownership
Funds ownership: 56.56% [Q1] → 90.37% (+33.8%) [Q2]
20% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 59
10% more capital invested
Capital invested by funds: $6.23B [Q1] → $6.84B (+$604M) [Q2]
3% more funds holding
Funds holding: 473 [Q1] → 485 (+12) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 160
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
31% less call options, than puts
Call options by funds: $35.1M | Put options by funds: $50.7M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs George Kelly 50% 1-year accuracy 24 / 48 met price target | 30%downside $44 | Sell Maintained | 16 Aug 2024 |
Barrington Research Alexander Paris 72% 1-year accuracy 63 / 88 met price target | 11%upside $70 | Outperform Maintained | 16 Aug 2024 |
Barrington Research Alexander Paris 72% 1-year accuracy 63 / 88 met price target | 5%downside $60 | Outperform Maintained | 14 Aug 2024 |
Financial journalist opinion
Based on 33 articles about HRB published over the past 30 days