H&R BlockHRB
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 primarily 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 most 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 significant.
Employees: 4,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 4 (+2) [Q3]
100% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 49
13% more capital invested
Capital invested by funds: $6.93B [Q2] → $7.84B (+$906M) [Q3]
9% more funds holding
Funds holding: 492 [Q2] → 534 (+42) [Q3]
2% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 173
3.2% less ownership
Funds ownership: 91.63% [Q2] → 88.43% (-3.2%) [Q3]
29% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $71.5M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barrington Research Alexander Paris 77% 1-year accuracy 85 / 110 met price target | 27%upside $70 | Outperform Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 8 articles about HRB published over the past 30 days
