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 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 Q4 regulatory filings by fund managers ($100M+ AUM)
31% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 159
22% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 63
3.42% more ownership
Funds ownership: 88.45% [Q3] → 91.87% (+3.42%) [Q4]
2% less funds holding
Funds holding: 537 [Q3] → 528 (-9) [Q4]
15% less capital invested
Capital invested by funds: $7.84B [Q3] → $6.7B (-$1.14B) [Q4]
18% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $42.5M
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barrington Research Alexander Paris 74% 1-year accuracy 89 / 121 met price target | 34%upside $70 | Outperform Maintained | 5 Feb 2025 |
Financial journalist opinion
Based on 11 articles about HRB published over the past 30 days
