H&R Block
HRB

$62.92

0.99%

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

Consumer Discretionary Personal Services

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 3 analysts

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

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$44

30%

downside

Avg. target

$58

8%

downside

High target

$70

11%

upside

3 analyst ratings

2 positive

67%

0 neutral

0%

1 negative

33%

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

See Analyst Rankings

Financial journalist opinion

Based on 33 articles about HRB published over the past 30 days

Zacks Investment Research

Why H&R Block (HRB) is a Top Value Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why H&R Block (HRB) is a Top Value Stock for the Long-Term

Zacks Investment Research

4 Stocks That Stand Out on Attractive Interest Coverage Ratio

A company capable of generating earnings well above its interest expense can withstand financial hardship. STRL, HRB, LDOS & LRN are sound enough to meet financial obligations.

4 Stocks That Stand Out on Attractive Interest Coverage Ratio

H&R Block to Participate in the Barclays Global Financial Services Conference

KANSAS CITY, Mo., Sept. 03, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations and Chief Financial Officer at Wave, will host investor meetings at the Barclays Global Financial Services Conference on Tuesday, September 10, 2024, in New York City, New York.

H&R Block to Participate in the Barclays Global Financial Services Conference

H&R Block Names Andy Phillips as New Vice President of The Tax Institute

KANSAS CITY, Mo., Sept. 03, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced the promotion of Andy Phillips to Vice President of The Tax Institute. Phillips succeeds Chief Tax Officer Kathy Pickering, who retired after 25 years of service to the company. In his new role, Phillips will lead The Tax Institute at H&R Block and its world-class team of tax attorneys, CPAs and enrolled agents who provide expert research and analysis of state and federal tax laws to deliver an unparalleled benefit to Block clients.

H&R Block Names Andy Phillips as New Vice President of The Tax Institute

Labor Day: 3 Stock Picks To Cash In On Consumer Confidence

Consumer confidence reached a six-month high in August, indicating a potential boost in consumer spending that could benefit the consumer discretionary sector in the coming months. Although the consumer discretionary sector offers lower dividend yields compared to other sectors, it presents opportunities for moderate dividend growth. SA Quant has identified 3 consumer discretionary stocks offering dividend yield. These stocks are backed by strong factor grades that result in a Quant “Strong Buy” rating.

Labor Day: 3 Stock Picks To Cash In On Consumer Confidence

15 Upcoming Dividend Increases Including A King

This week, 15 companies, including Dividend King Stanley Black & Decker, are set to increase dividends, with SWK extending its 57-year streak by 1.2%. My strategy focuses on buying, holding, and adding companies that consistently increase dividends and outperform benchmarks, using SCHD as a performance gauge. The list of dividend increases is curated by merging data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, emphasizing companies with at least five years of dividend growth.

15 Upcoming Dividend Increases Including A King

Zacks Investment Research

Is H&R Block (HRB) Stock Outpacing Its Consumer Discretionary Peers This Year?

Here is how H&R Block (HRB) and Sinclair (SBGI) have performed compared to their sector so far this year.

Is H&R Block (HRB) Stock Outpacing Its Consumer Discretionary Peers This Year?

Zacks Investment Research

5 Top-Ranked Value Stocks With Discounted PEG Ratio to Buy

Five PEG-based stocks that fulfill our screening criteria are Genpact, MPLX, Exelixis, Paramount Global and H&R Block.

5 Top-Ranked Value Stocks With Discounted PEG Ratio to Buy

Zacks Investment Research

Buy 3 Momentum Anomaly Stocks as Markets Rise on Rate Cut Hint

HRB, NVMI and JXN are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

Buy 3 Momentum Anomaly Stocks as Markets Rise on Rate Cut Hint

Zacks Investment Research

Here's Why H&R Block (HRB) Stock is a Great Pick Right Now

The main drivers of H&R Block's (HRB) post-pandemic performance are digital enablement of business, client addition and retention, and greater usage of AI.

Here's Why H&R Block (HRB) Stock is a Great Pick Right Now

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