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HRB

HRB - H&R Block Inc Stock Price, Fair Value and News

46.90USD+0.33 (+0.71%)Delayed as of 19 Apr 2024, 10:04 am ET

Market Summary

HRB
USD46.90+0.33
Delayedas of 19 Apr 2024, 10:04 am
0.71%

HRB Stock Price

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HRB RSI Chart

HRB Valuation

Market Cap

6.5B

Price/Earnings (Trailing)

34.38

Price/Sales (Trailing)

1.86

EV/EBITDA

9.05

Price/Free Cashflow

10.84

HRB Price/Sales (Trailing)

HRB Profitability

Operating Margin

50.09%

EBT Margin

21.08%

Return on Equity

-24.46%

Return on Assets

6.81%

Free Cashflow Yield

9.22%

HRB Fundamentals

HRB Revenue

Revenue (TTM)

3.5B

Rev. Growth (Yr)

7.62%

Rev. Growth (Qtr)

-2.57%

HRB Earnings

Earnings (TTM)

189.0M

Earnings Growth (Yr)

15.13%

Earnings Growth (Qtr)

-16.07%

Breaking Down HRB Revenue

52 Week Range

28.8346.94
(Low)(High)

Last 7 days

-0.7%

Last 30 days

-1.7%

Last 90 days

-0.3%

Trailing 12 Months

37.5%

How does HRB drawdown profile look like?

HRB Financial Health

Current Ratio

1.21

Debt/Equity

-2.96

Debt/Cashflow

0.29

HRB Investor Care

Dividend Yield

2.62%

Dividend/Share (TTM)

1.22

Diluted EPS (TTM)

11.43

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20233.5B3.5B3.5B3.5B
20222.9B3.5B3.5B3.5B
20211.0B3.4B3.6B1.7B
20203.2B2.6B3.2B1.5B
20193.2B3.1B3.1B3.1B
20183.1B3.2B3.2B3.2B
20173.0B3.0B3.0B3.1B
20163.0B3.0B3.0B3.0B
20153.3B3.1B3.1B3.1B
20142.7B3.0B3.0B3.0B
20132.9B2.9B2.9B2.9B
20122.9B2.9B2.9B2.9B
20113.2B2.9B2.9B2.9B
20104.0B3.9B3.6B3.4B
20094.1B4.1B4.1B4.1B
200804.1B4.1B4.1B
GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

PurpleZone


Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224


Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index
Very Expensive Stocks
Very Cheap Stocks
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Tracking the Latest Insider Buys and Sells of H&R Block Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Feb 23, 2024
jones jeffrey j ii
sold
-4,228,590
49.2149
-85,921
president & ceo
Feb 15, 2024
jones jeffrey j ii
sold
-717,353
48.022
-14,938
president & ceo
Feb 01, 2024
redler dara s
sold (taxes)
-151,292
46.38
-3,262
chief legal officer
Nov 27, 2023
bowen tony g
sold
-2,208,510
47.0978
-46,892
chief financial officer
Nov 03, 2023
mends mia
acquired
-
-
4,540
-
Nov 03, 2023
piazza yolande g
acquired
-
-
4,540
-
Nov 03, 2023
cohan sean
acquired
-
-
4,540
-
Nov 03, 2023
gupta anuradha
acquired
-
-
4,540
-
Nov 03, 2023
johnson richard a
acquired
-
-
4,540
-
Nov 03, 2023
winter matthew e
acquired
-
-
4,540
-

1–10 of 50

Which funds bought or sold HRB recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Apr 17, 2024
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
added
22.19
-514,000
990,000
0.04%
Apr 17, 2024
Alpha Omega Wealth Management LLC
reduced
-1.48
32.00
250,988
0.05%
Apr 17, 2024
Hennion & Walsh Asset Management, Inc.
reduced
-4.97
-157,703
4,322,810
0.23%
Apr 17, 2024
Annapolis Financial Services, LLC
sold off
-100
-4,160
-
-%
Apr 16, 2024
Asset Dedication, LLC
unchanged
-
-
1,000
-%
Apr 16, 2024
GUYASUTA INVESTMENT ADVISORS INC
unchanged
-
-
232,176
0.02%
Apr 16, 2024
FLAGSHIP HARBOR ADVISORS, LLC
reduced
-0.47
3,542
343,060
0.02%
Apr 16, 2024
Tanglewood Legacy Advisors, LLC
unchanged
-
370
24,555
0.01%
Apr 16, 2024
Stratos Wealth Advisors, LLC
added
1.2
45,546
1,703,350
0.10%
Apr 16, 2024
Financial Management Professionals, Inc.
unchanged
-
-
2,000
-%

1–10 of 48

Are Funds Buying or Selling HRB?

Are funds buying HRB calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own HRB
No. of Funds

Unveiling H&R Block Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2024
vanguard group inc
10.17%
14,641,461
SC 13G/A
Feb 09, 2024
fmr llc
-
0
SC 13G/A
Feb 08, 2024
wellington management group llp
2.22%
3,200,081
SC 13G/A
Jan 23, 2024
blackrock inc.
12.4%
17,882,648
SC 13G/A
Feb 10, 2023
jupiter asset management ltd
0.68%
1,060,000
SC 13G/A
Feb 09, 2023
fmr llc
-
0
SC 13G/A
Feb 09, 2023
vanguard group inc
10.87%
16,900,959
SC 13G/A
Feb 06, 2023
wellington management group llp
5.43%
8,436,857
SC 13G
Jan 26, 2023
blackrock inc.
12.9%
20,080,435
SC 13G/A
Jan 20, 2023
blackrock inc.
12.9%
20,080,435
SC 13G/A

Recent SEC filings of H&R Block Inc

View All Filings
Date Filed Form Type Document
Feb 23, 2024
4
Insider Trading
Feb 23, 2024
144/A
144/A
Feb 23, 2024
144
Notice of Insider Sale Intent
Feb 20, 2024
4
Insider Trading
Feb 15, 2024
144
Notice of Insider Sale Intent
Feb 13, 2024
SC 13G/A
Major Ownership Report
Feb 09, 2024
SC 13G/A
Major Ownership Report
Feb 08, 2024
SC 13G/A
Major Ownership Report
Feb 06, 2024
8-K
Current Report
Feb 06, 2024
8-K
Current Report

H&R Block Inc News

Latest updates
MarketBeat4 hours ago
Yahoo New Zealand News17 Apr 202401:40 am
Yahoo Movies Canada16 Apr 202407:00 am

H&R Block Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In null)
Income Statement (Quarterly)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q22021Q12021Q12020Q42020Q42020Q32020Q32020Q22020Q22020Q1
Revenue-2.6%1791841,0322,0941661801,0502,0621591934669261,9843081421774176012911,809519
Cost Of Revenue15.6%300259-884298261-831289242233-795380277245278315197-463
Costs and Expenses14.5%4473906561,2294503897381,1764363673325961,1325724223824184482791,142672
  S&GA Expenses12.2%14713117534515112822034514712699.0015533719114413714013382.00269209
EBITDA Margin1.2%0.27*0.26*0.26*0.24*0.25*0.25*0.26*0.24*0.09*0.36*0.33*0.24*---------
Interest Expenses34.6%21.0016.0016.0022.0019.0016.0019.0024.0023.0023.0014.0034.0022.0022.0021.0031.0035.0032.0021.0027.0026.00
Income Taxes-89.5%-93.76-49.4971.00209-77.14-53.9669.00187-109-47.3730.0067.0070.00-51.67-46.51-14.5528.0031.002.00179-49.00
Earnings Before Taxes-33.2%-282-212375855-298-221293862-298-197121298829-283-300-237-32.95124-7.40642-177
EBT Margin1.7%0.21*0.21*0.20*0.18*0.18*0.18*0.19*0.17*-0.04*0.29*0.26*0.16*---------
Net Income-16.1%-189-163706-163-223-168223673-190-15190.00229758-232-255-223-62.2691.00-10.55460-129
Net Income Margin21.4%0.05*0.04*0.04*-0.10*0.15*0.16*0.16*0.15*-0.01*0.26*0.23*0.15*---------
Free Cashflow-80.2%-626-3473101,264-484-3374261,273-624-32830.00116---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets10.6%2,7762,5113,0723,1582,5932,5593,2693,7813,1003,3684,0143,6543,1682,5564,9975,1123,4522,7573,1103,3002,569
  Current Assets42.3%8996321,1871,3037767241,3841,8681,2401,4962,0801,7001,2215932,9973,0871,3026019471,9931,235
    Cash Equivalents-24.8%3214279879092924311,0511,1774601,0311,5841,0632802092,5992,8731922456081,708-
  Net PPE4.2%137132130136137128124133140141139148163165169184198206200212221
  Goodwill2.4%789771775770765747760764759749755758746727724712839815821520520
Liabilities24.3%3,5492,8563,0403,1943,2372,8243,0583,7363,4733,3523,6263,3013,7032,8364,8625,0413,7712,8322,8192,7582,782
  Current Liabilities-6.0%7467939391,1166467909991,6931,1717539821,1636915537661,5761,3381,264733923588
  Long Term Debt53.7%2,2901,4901,4891,4882,0681,4871,4871,4871,7611,9851,9841,4902,3701,5593,4962,8461,8819801,4931,4931,877
    LT Debt, Current--------499499------649649649---
    LT Debt, Non Current53.7%2,2901,4901,4891,4882,0681,4871,4871,4871,7611,9851,9841,4902,3701,5593,4962,8461,8819801,4931,4931,877
Shareholder's Equity---32.00---21245.00-16.00388352--13571.00--291542-
  Retained Earnings-115.0%-846-393-48.68-109-708-311120-56.79-466-74.76287249-616-33583.0043.00-367-122251499-254
  Additional Paid-In Capital0.9%747740770775768760772768771771779783778774773775770765759768765
Accumulated Depreciation1.8%873858846893881867857882866857843833852832817796803785765746801
Float-----5,496---3,980----3,215---4,866---
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q22021Q12021Q12020Q42020Q42020Q32020Q32020Q22020Q22020Q1
Cashflow From Operations-81.3%-607-3343231,279-458-3214351,287-600-31235.00125--205--164-98.60-20.50-99.731,577-774
  Share Based Compensation31.1%10.008.005.009.0010.008.0014.007.006.007.005.007.00-7.00-7.008.008.005.005.007.00
Cashflow From Investing-97.4%-47.15-23.89-0.10-2.20-61.73-37.36-5.43-13.66-37.99-19.454.004.00--15.39--11.44-11.994.00-0.6519.00-72.64
Cashflow From Financing371.9%531-195-245-634376-246-549-55767.00-217485-52.56--161--59.14-2,146-56.72-6.56920789
  Dividend Payments9.2%47.0043.0044.0045.0046.0043.0043.0046.0048.0049.00-47.00-48.00-50.0050.0050.00-50.0051.00
  Buy Backs65.3%22013368.00133130220-226159166--61.6838.00-62.0015088.00---66.00

HRB Income Statement

2023-12-31
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2023
Dec. 31, 2022
REVENUES:    
Total revenues$ 179,083$ 166,405$ 362,883$ 346,390
OPERATING EXPENSES:    
Costs of revenues299,827298,345559,185559,007
Selling, general and administrative146,688151,263277,456279,697
Total operating expenses446,515449,608836,641838,704
Other income (expense), net5,9224,18515,7587,796
Interest expense on borrowings(21,364)(18,985)(37,234)(34,809)
Loss from continuing operations before income tax benefit(282,874)(298,003)(495,234)(519,327)
Income tax benefit(93,758)(77,140)(143,245)(131,097)
Net loss from continuing operations(189,116)(220,863)(351,989)(388,230)
Net loss from discontinued operations, net of tax benefits of $191, $812, $373 and $1,128(639)(2,716)(1,248)(3,770)
NET LOSS$ (189,755)$ (223,579)$ (353,237)$ (392,000)
BASIC AND DILUTED LOSS PER SHARE:    
Continuing operations$ (1.33)$ (1.43)$ (2.44)$ (2.48)
Diluted(1.33)(1.43)(2.44)(2.48)
Discontinued operations0(0.02)(0.01)(0.02)
Consolidated(1.33)(1.45)(2.45)(2.50)
Dividends declared per share (in usd per share)$ 0.32$ 0.29$ 0.64$ 0.58
COMPREHENSIVE LOSS:    
Net loss$ (189,755)$ (223,579)$ (353,237)$ (392,000)
Change in foreign currency translation adjustments11,5599,307645(23,038)
Other comprehensive income (loss)11,5599,307645(23,038)
Comprehensive loss(178,196)(214,272)(352,592)(415,038)
Service revenues    
REVENUES:    
Total revenues149,081139,565320,807306,759
Royalty, product and other revenues    
REVENUES:    
Total revenues$ 30,002$ 26,840$ 42,076$ 39,631

HRB Balance Sheet

2023-12-31
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2023
Jun. 30, 2023
ASSETS  
Cash and cash equivalents$ 321,014$ 986,975
Cash and cash equivalents - restricted17,21028,341
Receivables, less allowance for credit losses of $18,579 and $55,502397,45359,987
Income taxes receivable74,41535,910
Prepaid expenses and other current assets88,79376,273
Total current assets898,8851,187,486
Property and equipment, at cost, less accumulated depreciation and amortization of $872,950 and $846,177137,153130,015
Operating lease right of use assets385,288438,299
Intangible assets, net275,230277,043
Goodwill789,068775,453
Deferred tax assets and income taxes receivable239,300211,391
Other noncurrent assets51,37152,571
Total assets2,776,2953,072,258
LIABILITIES:  
Accounts payable and accrued expenses143,339159,901
Accrued salaries, wages and payroll taxes65,77495,154
Accrued income taxes and reserves for uncertain tax positions151,332271,800
Current portion of long-term debt00
Operating lease liabilities185,424205,391
Deferred revenue and other current liabilities199,718206,536
Total current liabilities745,587938,782
Long-term debt and line of credit borrowings2,290,0441,488,974
Deferred tax liabilities and reserves for uncertain tax positions235,303264,567
Operating lease liabilities208,734240,543
Deferred revenue and other noncurrent liabilities69,279107,328
Total liabilities3,548,9473,040,194
COMMITMENTS AND CONTINGENCIES
STOCKHOLDERS' EQUITY:  
Common stock, no par, stated value $0.01 per share, 800,000,000 shares authorized, shares issued of 170,915,771 and 178,935,5781,7091,789
Additional paid-in capital746,734770,376
Accumulated other comprehensive loss(36,454)(37,099)
Retained deficit(846,162)(48,677)
Less treasury shares, at cost, of 31,396,591 and 32,785,658(638,479)(654,325)
Total stockholders' equity (deficiency)(772,652)32,064
Total liabilities and stockholders' equity$ 2,776,295$ 3,072,258
Treasury stock, shares (in shares)31,396,59132,785,658
HRB
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. The company also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; 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; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.
 CEO
 WEBSITEhrblock.com
 INDUSTRYPersonal Services
 EMPLOYEES4000

H&R Block Inc Frequently Asked Questions


What is the ticker symbol for H&R Block Inc? What does HRB stand for in stocks?

HRB is the stock ticker symbol of H&R Block Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of H&R Block Inc (HRB)?

As of Thu Apr 18 2024, market cap of H&R Block Inc is 6.5 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of HRB stock?

You can check HRB's fair value in chart for subscribers.

What is the fair value of HRB stock?

You can check HRB's fair value in chart for subscribers. The fair value of H&R Block Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of H&R Block Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for HRB so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is H&R Block Inc a good stock to buy?

The fair value guage provides a quick view whether HRB is over valued or under valued. Whether H&R Block Inc is cheap or expensive depends on the assumptions which impact H&R Block Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for HRB.

What is H&R Block Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Thu Apr 18 2024, HRB's PE ratio (Price to Earnings) is 34.38 and Price to Sales (PS) ratio is 1.86. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. HRB PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on H&R Block Inc's stock?

In the past 10 years, H&R Block Inc has provided 0.084 (multiply by 100 for percentage) rate of return.