H & R Block (HRB) Stock Price

H & R Block Price

NYSE·CLOSED
39.59USD+0.93 (+2.38 %)
Market closed

Revenue has compounded at 0.1% per year over the past 19 years to 3.76 B USD. Earnings per share have grown at 6.8% per year over the last 17 years. H & R Block's net margin stands at 16.0%, down from 19.1% several years earlier. H & R Block currently offers a dividend yield of about 4.02%. The payout ratio is around 36% of earnings. The dividend has grown at 6.1% per year over the past 19 years. Analysts set a median price target of 56.10 USD, implying 41.7% above the current price. Of 11 analysts, 1 rate the stock a buy — an overall Sell consensus. The stock trades about 40% above its 52-week low.

H & R Block stock price

Volume
Ex-Dividend
Details

Stock Price

How to Read This Chart

This chart tracks the historical stock price of H & R Block over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how H & R Block stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing H & R Block's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

H & R Block Stock Price History
DateH & R Block Price
7/10/202639.59 USD
7/9/202638.66 USD
7/8/202639.47 USD
7/7/202639.83 USD
7/6/202639.49 USD
7/2/202640.04 USD
7/1/202639.34 USD
6/30/202638.08 USD
6/29/202638.08 USD
6/26/202637.22 USD
6/25/202635.78 USD
6/24/202636.33 USD
6/23/202635.87 USD
6/22/202633.72 USD
6/18/202633.88 USD
6/17/202636.15 USD
6/16/202636.60 USD
6/15/202636.22 USD
6/12/202636.26 USD
6/11/202635.95 USD
6/10/202637.06 USD
6/9/202638.26 USD
6/8/202637.53 USD
6/5/202637.83 USD
6/4/202638.53 USD
6/3/202637.20 USD
6/2/202638.44 USD
6/1/202639.36 USD
5/29/202638.78 USD
5/28/202639.02 USD
5/27/202639.14 USD
5/26/202638.77 USD
5/22/202638.46 USD
5/21/202637.79 USD
5/20/202639.54 USD
5/19/202638.81 USD
5/18/202638.71 USD
5/15/202637.25 USD
5/14/202635.71 USD
5/13/202636.04 USD
5/12/202636.67 USD
5/11/202636.06 USD
5/8/202636.96 USD
5/7/202636.29 USD
5/6/202629.32 USD
5/5/202630.02 USD
5/4/202631.08 USD
5/1/202631.25 USD
4/30/202631.73 USD
4/29/202631.43 USD
4/28/202631.51 USD
4/27/202630.64 USD
4/24/202630.26 USD
4/23/202631.01 USD
4/22/202631.48 USD
4/21/202632.30 USD
4/20/202631.71 USD
4/17/202632.16 USD
4/16/202631.95 USD
4/15/202630.90 USD
4/14/202630.52 USD
4/13/202631.17 USD
4/10/202629.80 USD
4/9/202630.87 USD
4/8/202631.86 USD
4/7/202632.46 USD
4/6/202632.66 USD
4/2/202632.18 USD
4/1/202631.79 USD
3/31/202631.74 USD
3/30/202631.64 USD
3/27/202631.21 USD
3/26/202631.28 USD
3/25/202630.78 USD
3/24/202630.96 USD
3/23/202631.58 USD
3/20/202631.79 USD
3/19/202630.88 USD
3/18/202630.49 USD
3/17/202631.17 USD
3/16/202630.62 USD
3/13/202630.51 USD
3/12/202630.22 USD
3/11/202630.46 USD
3/10/202630.06 USD
3/9/202630.97 USD
3/6/202632.26 USD
3/5/202631.67 USD
3/4/202630.85 USD
3/3/202631.50 USD
3/2/202630.94 USD
2/27/202630.62 USD
2/26/202631.49 USD
2/25/202630.52 USD
2/24/202629.94 USD
2/23/202629.00 USD
2/20/202630.39 USD
2/19/202630.83 USD
2/18/202631.68 USD
2/17/202630.53 USD
2/13/202631.05 USD
2/12/202628.34 USD
2/11/202629.83 USD
2/10/202632.63 USD
2/9/202632.77 USD
2/6/202632.88 USD
2/5/202633.71 USD
2/4/202634.56 USD
2/3/202637.20 USD
2/2/202638.72 USD
1/30/202639.45 USD
1/29/202638.87 USD
1/28/202639.05 USD
1/27/202639.29 USD
1/26/202640.67 USD
1/23/202640.04 USD
1/22/202640.62 USD
1/21/202640.52 USD
1/20/202640.21 USD
1/16/202642.05 USD
1/15/202642.68 USD
1/14/202642.01 USD
1/13/202643.01 USD
1/12/202643.92 USD
1/9/202645.08 USD
1/8/202644.87 USD
1/7/202643.43 USD
1/6/202643.48 USD
1/5/202643.71 USD
1/2/202642.61 USD
12/31/202543.58 USD
12/30/202543.55 USD
12/29/202543.65 USD
12/26/202543.77 USD
12/24/202543.49 USD
12/23/202543.30 USD
12/22/202542.92 USD
12/19/202543.71 USD
12/18/202543.28 USD
12/17/202543.95 USD
12/16/202543.53 USD
12/15/202543.53 USD
12/12/202543.31 USD
12/11/202542.72 USD
12/10/202541.71 USD
12/9/202541.86 USD
12/8/202541.25 USD
12/5/202542.11 USD
12/4/202542.07 USD
12/3/202542.73 USD
12/2/202541.93 USD
12/1/202542.24 USD
11/28/202542.12 USD
11/26/202541.72 USD
11/25/202541.94 USD
11/24/202541.40 USD
11/21/202543.88 USD
11/20/202543.33 USD
11/19/202544.47 USD
11/18/202544.47 USD
11/17/202543.78 USD
11/14/202544.27 USD
11/13/202544.85 USD
11/12/202545.97 USD
11/11/202547.54 USD
11/10/202547.69 USD
11/7/202549.64 USD
11/6/202551.45 USD
11/5/202550.58 USD
11/4/202549.98 USD
11/3/202549.43 USD
10/31/202549.74 USD
10/30/202550.72 USD
10/29/202550.79 USD
10/28/202551.25 USD
10/27/202552.43 USD
10/24/202552.21 USD
10/23/202552.27 USD
10/22/202552.41 USD
10/21/202551.93 USD
10/20/202551.37 USD
10/17/202552.59 USD
10/16/202551.33 USD
10/15/202551.21 USD
10/14/202551.66 USD
10/13/202550.72 USD
10/10/202550.81 USD
10/9/202549.63 USD
10/8/202550.45 USD
10/7/202550.66 USD
10/6/202550.91 USD
10/3/202551.76 USD
10/2/202551.14 USD
10/1/202551.12 USD
9/30/202550.57 USD
9/29/202550.60 USD
9/26/202549.95 USD
9/25/202549.28 USD
9/24/202549.45 USD
9/23/202549.82 USD
9/22/202550.14 USD
9/19/202550.27 USD
9/18/202550.44 USD
9/17/202551.34 USD
9/16/202550.19 USD
9/15/202550.13 USD
9/12/202551.22 USD
9/11/202552.13 USD
9/10/202550.22 USD
9/9/202551.42 USD
9/8/202552.04 USD
9/5/202551.13 USD
9/4/202551.37 USD
9/3/202551.00 USD
9/2/202550.35 USD
8/29/202550.35 USD
8/28/202550.13 USD
8/27/202550.90 USD
8/26/202550.32 USD
8/25/202551.86 USD
8/22/202552.13 USD
8/21/202551.33 USD
8/20/202551.44 USD
8/19/202551.21 USD
8/18/202550.42 USD
8/15/202550.15 USD
8/14/202549.37 USD
8/13/202549.92 USD
8/12/202551.50 USD
8/11/202554.45 USD
8/8/202555.35 USD
8/7/202555.15 USD
8/6/202554.94 USD
8/5/202554.64 USD
8/4/202554.98 USD
8/1/202554.48 USD
7/31/202554.34 USD
7/30/202554.78 USD
7/29/202555.03 USD
7/28/202555.59 USD
7/25/202555.85 USD
7/24/202556.23 USD
7/23/202556.64 USD
7/22/202556.12 USD
7/21/202555.45 USD
7/18/202555.44 USD
7/17/202555.49 USD
7/16/202555.68 USD
7/15/202554.89 USD
7/14/202555.98 USD
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H & R Block Revenue, EBIT, Net Income

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2021
466.11 M USD
134.36 M USD
89.21 M USD
Jan 1, 2022
3.46 B USD
744.90 M USD
551.20 M USD
Jan 1, 2023
3.47 B USD
748.70 M USD
551.40 M USD
Jan 1, 2024
3.61 B USD
805.28 M USD
592.93 M USD
Jan 1, 2025
3.76 B USD
827.97 M USD
603.00 M USD
Jan 1, 2026 (e)
3.93 B USD
931.02 M USD
690.79 M USD
Jan 1, 2027 (e)
4.05 B USD
989.43 M USD
766.16 M USD
Jan 1, 2028 (e)
4.15 B USD
1.04 B USD
915.51 M USD

H & R Block Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jul 12, 2026, 1:40 AM
 
REVENUEB USD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB USD
NET INCOMEM USD
NET INCOME GROWTH%
DIV.USD
DIV. GROWTH%
SHARESM
20132014201520162017201820192020202120222023202420252026e2027e2028e
3.023.083.043.043.163.092.643.410.473.463.473.613.763.934.054.15
4.101.79-1.30-0.074.05-2.06-14.7129.37-86.35643.130.263.974.184.393.212.39
50.6349.4847.0047.5644.9543.2435.1346.0250.0045.6844.5944.8244.5144.5144.5144.51
1.531.521.431.441.421.340.931.570.231.581.551.621.671.751.801.85
474.00472.00373.00407.00611.00421.00-8.00581.0089.00551.00551.00592.00603.00690.00766.00915.00
9.47-0.42-20.979.1250.12-31.10-101.90-7,362.50-84.68519.107.441.8614.4311.0119.45
1.200.800.800.860.940.991.031.041.071.121.221.391.591.681.811.95
50.00-33.337.509.305.324.040.972.884.678.9313.9314.395.667.747.73
276.00277.10250.80214.10210.20206.70196.70188.80184.86171.40157.20143.89137.34137.34137.34137.34
Details

Income Statement Key Figures

Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales H & R Block generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue H & R Block retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare H & R Block's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares H & R Block has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against H & R Block's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

H & R Block stock margins

The H & R Block margin analysis displays the gross margin, EBIT margin, as well as the profit margin of H & R Block. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for H & R Block.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
50.06 %
28.82 %
19.14 %
Jan 1, 2022
45.68 %
21.51 %
15.92 %
Jan 1, 2023
44.60 %
21.56 %
15.88 %
Jan 1, 2024
44.84 %
22.30 %
16.42 %
Jan 1, 2025
44.53 %
22.01 %
16.03 %
Jan 1, 2026 (e)
44.53 %
23.71 %
17.60 %
Jan 1, 2027 (e)
44.53 %
24.42 %
18.91 %
Jan 1, 2028 (e)
44.53 %
25.16 %
22.07 %

H & R Block Stock Revenue, EBIT, Earnings per Share

The H & R Block earnings per share therefore indicates how much revenue H & R Block has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
2.52 USD
0.73 USD
0.48 USD
Jan 1, 2022
20.21 USD
4.35 USD
3.22 USD
Jan 1, 2023
22.09 USD
4.76 USD
3.51 USD
Jan 1, 2024
25.09 USD
5.60 USD
4.12 USD
Jan 1, 2025
27.38 USD
6.03 USD
4.39 USD
Jan 1, 2026 (e)
28.59 USD
6.78 USD
5.03 USD
Jan 1, 2027 (e)
29.50 USD
7.20 USD
5.58 USD
Jan 1, 2028 (e)
30.21 USD
7.60 USD
6.67 USD

H & R Block business model & stock analysis

H&R Block is a tax consulting firm based in the USA, founded in 1955 by Henry Bloch and his brother Richard in Kansas City, Missouri. The idea behind the creation of the company was simple: to simplify people's tax returns and make tax law more understandable. Over the following decades, the company has grown from a one-man operation to a global tax service provider with over 10,000 locations in the USA. H&R Block has always focused on the goal of providing its customers with fast, easy, and reliable support for their tax returns. H&R Block's business model is to advise and support its customers in preparing their tax returns. The company offers various services and products tailored to the individual needs of its customers. Some of H&R Block's key services include assistance in tax preparation and filing, provision of tax tips and help, and consultation on tax strategies for businesses. Additionally, the company also offers numerous digital tax products to help customers create and file their tax returns themselves. H&R Block's products include various income tax software packages as well as online services to support tax preparation. Moreover, the company also offers products and services for small businesses and self-employed individuals, including accounting services, hourly billing, and tax preparation for businesses. H&R Block is also active in the financial services industry, offering loans and loan application services to help customers finance projects and investments. One of the innovative services that H&R Block offers its customers is the One-Click Repeat service. When customers set up an account with H&R Block, the company can store data from previous tax returns. Customers can then use the One-Click service to automatically update their records for the current tax year within minutes and create a tax return for the current year. Overall, H&R Block has a long history as a reliable tax service provider for millions of people worldwide. With a wide range of tax and financial services, the company helps make the tax filing process faster, easier, and safer for customers.

H & R Block SWOT Analysis

Strengths

H & R Block Inc has several strengths that contribute to its success in the tax preparation industry. Firstly, the company has a well-established brand name and a strong reputation for providing reliable tax services. This gives it a competitive advantage over newer players in the market. Secondly, H & R Block has a vast network of conveniently located physical offices, making it easily accessible for customers across different locations. This extensive presence enables the company to cater to a wide customer base.

Weaknesses

Despite its strengths, H & R Block Inc also faces certain weaknesses that could potentially hinder its growth. One weakness is its heavy dependence on seasonal revenue derived primarily from tax season services. This dependence makes the company vulnerable to fluctuations in the market and economic conditions. Additionally, H & R Block's focus on traditional offline tax preparation methods may limit its ability to compete effectively in the increasingly digitalized industry. Embracing digital platforms could help overcome this weakness.

Opportunities

H & R Block Inc has several opportunities it can leverage to expand its business and increase its market share. One opportunity is the growing demand for online tax filing services. By investing in user-friendly, secure, and efficient online platforms, the company can tap into this market segment and attract customers who prefer the convenience of digital tax preparation. Furthermore, H & R Block can explore partnerships or acquisitions to expand its range of financial services beyond tax preparation, diversifying its revenue streams.

Threats

While H & R Block Inc faces opportunities, it also encounters various threats that could negatively impact its performance. One major threat is intense competition from both traditional tax preparation firms and emerging online tax service providers. This increased competition puts pressure on pricing and could potentially lead to market share loss. Another threat lies in the ever-changing tax regulations and laws, which require the company to continuously update its expertise and adapt its services accordingly. Failure to keep pace with these changes could impair its ability to provide accurate and up-to-date tax advice.

H & R Block Segments

H & R Block Revenue by Segment (1/5)

  • Max

Assisted tax preparation
DIY tax preparation
Royalties
International
Refund Transfers
Peace of Mind® Extended Service Plan
Emerald Card® and SpruceSM
Other
Revenues from Tax Identity Shield®
Interest and fee income on Emerald Advance®
Details
Date
Service revenues
Tax Services
Assisted tax preparation
U.S. assisted tax preparation
Royalty, product and other revenues
DIY tax preparation
U.S. DIY tax preparation
Royalties
International
U.S. royalties
International revenues
Revenues from Refund Transfers
Refund Transfers
Emerald Card®
POM
Revenues from Emerald Cardu00ae
Peace of Mind® Extended Service Plan
Emerald Card® and SpruceSM
Other
Interest and fee income on Emerald AdvanceTM
Interest and fee income on Emerald AdvanceSM
Revenues from Tax Identity Shieldu00ae
Revenues from Tax Identity Shield®
Interest and fee income on Emerald Advance®
Jan 1, 2015
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2025
0.00 USD
0.00 USD
2.41 B USD
0.00 USD
0.00 USD
383.74 M USD
0.00 USD
192.88 M USD
246.99 M USD
0.00 USD
0.00 USD
0.00 USD
137.53 M USD
0.00 USD
0.00 USD
0.00 USD
87.33 M USD
72.89 M USD
58.32 M USD
0.00 USD
0.00 USD
0.00 USD
29.92 M USD
28.96 M USD

H & R Block Revenue by Segment (2/5)

  • Max

Service revenues
Royalty, product and other revenues
Details
Date
Service revenues
Royalty, product and other revenues
Jan 1, 2015
0.00 USD
0.00 USD
Jan 1, 2025
3.47 B USD
287.06 M USD

H & R Block Revenue by Segment (3/5)

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Details
Date
Tax preparation fees:
U.S. assisted tax preparation
U.S. assisted
U.S. DIY tax preparation
Royalties
International
U.S. royalties
U.S. DIY
Revenues from Refund Transfers
Refund Transfers
Emerald Card®
Revenues from Emerald Card®
Revenues from Peace of Mind® Extended Service Plan
Other
Interest and fee income on Emerald AdvanceTM
Interest and fee income on Emerald Advance
Revenues from Tax Identity Shield®
Corporate And Eliminations
Jan 1, 2015
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2025
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD

H & R Block Revenue by Segment (4/5)

  • 3 Years

  • 5 Years

  • 10 Years

  • Max

Tax preparation fees:
U.S. assisted
Royalties
International
U.S. DIY
Revenues from Refund Transfers
Revenues from Emerald Card®
Revenues from Peace of Mind® Extended Service Plan
Other
Interest and fee income on Emerald Advance
Details
Date
Tax preparation fees:
U.S. assisted tax preparation fees
U.S. assisted
Royalties
International
U.S. royalties
U.S. DIY tax preparation fees
U.S. DIY
International revenues
Revenues from Refund Transfers
Revenues from Emerald Card®
Revenues from Peace of Mind® Extended Service Plan
Other
Interest and fee income on Emerald Advance
Jan 1, 2015
2.31 B USD
0.00 USD
1.87 B USD
292.74 M USD
207.77 M USD
0.00 USD
0.00 USD
231.85 M USD
0.00 USD
171.09 M USD
103.30 M USD
81.55 M USD
45.35 M USD
57.20 M USD
Jan 1, 2025
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD

H & R Block Revenue by Segment (5/5)

  • 3 Years

  • 5 Years

  • 10 Years

  • Max

Reportable Segment
Tax Services
Corporate and eliminations
Details
Date
Reportable Segment
Tax Services
Corporate and eliminations
Jan 1, 2015
0.00 USD
3.06 B USD
22.36 M USD
Jan 1, 2025
3.76 B USD
0.00 USD
0.00 USD

H & R Block Revenue by Region

  • 3 Years

  • 5 Years

  • 10 Years

  • Max

Foreign
Details
Date
Foreign
Jan 1, 2014
232.20 M USD
Jan 1, 2015
231.70 M USD
Jan 1, 2016
209.80 M USD

H & R Block Eulerpool Fair Value

Details

Fair Value Estimate

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

H & R Block historical P/E ratio, EBIT multiple, and P/S ratio

H & R Block annual returns

Details

Annual Return

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

H & R Block shares outstanding

The number of shares of H & R Block was 137.34 M in 2025. This indicates how many shares H & R Block is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
  • 3 Years

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  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
184.86 M Stocks
Jan 1, 2022
171.40 M Stocks
Jan 1, 2023
157.20 M Stocks
Jan 1, 2024
143.89 M Stocks
Jan 1, 2025
137.34 M Stocks
Jan 1, 2026 (e)
137.34 M Stocks
Jan 1, 2027 (e)
137.34 M Stocks
Jan 1, 2028 (e)
137.34 M Stocks

H & R Block stock splits

In H & R Block's history, there have been no stock splits.

H & R Block Dividend History

38 years of dividend payments · 10 consecutive increases

YearAnnual DividendYoY ChangePayments
20260.42USDYTD
Mar 4, 20260.42USD 0.0%1/1
20251.59USD 14.4%
Mar 4, 20250.38USD 0.0%1/4
Jun 4, 20250.38USD 0.0%2/4
Sep 4, 20250.42USD 12.0%3/4
Dec 4, 20250.42USD 0.0%4/4
20241.39USD 13.9%
20231.22USD 8.9%
20221.12USD 4.7%
20211.07USD 2.9%
20201.04USD 1.0%
20191.03USD 4.0%
20180.99USD 5.3%
20170.94USD 9.3%

H & R Block dividend history and estimates

In 2025, H & R Block paid a dividend amounting to 1.59 USD. Dividend means that H & R Block distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2021
1.07 USD
0.00 USD
Jan 1, 2022
1.12 USD
0.00 USD
Jan 1, 2023
1.22 USD
0.00 USD
Jan 1, 2024
1.39 USD
0.00 USD
Jan 1, 2025
1.59 USD
0.00 USD
Jan 1, 2026 (e)
1.26 USD
0.42 USD
Jan 1, 2027 (e)
0.00 USD
1.81 USD
Jan 1, 2028 (e)
0.00 USD
1.95 USD

H & R Block dividend payout ratio

In 2025, H & R Block had a payout ratio of 36.22%. The payout ratio indicates the percentage of the company's profits that H & R Block distributes as dividends.
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Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
218.06 %
Jan 1, 2022
34.89 %
Jan 1, 2023
34.86 %
Jan 1, 2024
33.58 %
Jan 1, 2025
36.22 %
Jan 1, 2026 (e)
33.40 %
Jan 1, 2027 (e)
32.40 %
Jan 1, 2028 (e)
29.18 %

Current H & R Block forecasts and price targets in July 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.00 %
Buy9.09 % (1)
Hold36.36 % (4)
Sell54.55 % (6)
12M Price Target
56.10
Last Price
39.59
Currency
USD
12M Return Potential
41.70 %
LTM Return
0 %

H & R Block Earnings Estimates

DateEPS estimateRevenue EstimateQuarterly report
5/12/20265.83USD2.36 BUSD2026 Q3
2/10/2026-1.88USD189.99 MUSD2026 Q2
2/3/2026-1.88USD189.99 MUSD2026 Q2
8/12/20252.86USD1.09 BUSD2025 Q4
5/7/20244.87USD2.17 BUSD2024 Q3
2/5/2024-1.58USD171.14 MUSD2024 Q2
8/7/20231.78USD1.11 BUSD2023 Q4
5/8/20234.58USD2.15 BUSD2023 Q3
1/30/2023-1.50USD150.95 MUSD2023 Q2
11/1/2022-1.10USD184.49 MUSD2023 Q1

EESG©

Eulerpool ESG Scorecard© for the H & R Block stock

43/100
25
Environment
35
Social
71
Governance
E

Environment

20
Scope 1 - Direct Emissions22,993
Scope 2 - Indirect emissions from purchased energy50,730
Scope 3 - Indirect emissions within the value chain228,977
Total CO₂ emissions73,723
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees75.9
Percentage of women in management
Percentage of Asian employees7.6
Share of Asian management
Percentage of Hispanic/Latino employees13.2
Hispano/Latino Management share
Percentage of Black employees17.9
Black Management Share
Percentage of white employees50.7
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

H & R Block shareholder structure

% Name
10.56378%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
10.05688%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
8.00166%
Fidelity Management & Research Company LLC
Fidelity Management & Research Company LLC
3.22752%
Fuller & Thaler Asset Management Inc.
Fuller & Thaler Asset Management Inc.
3.07341%
State Street Investment Management (US)
State Street Investment Management (US)
2.35463%
Boston Partners
Boston Partners
...

H & R Block Executives and Management Board

JJ

Mr. Jeffrey Jones

(57)

President, Chief Executive Officer, Director · since 2017

Compensation10.97 M USD
CC

Mr. Curtis Campbell

(52)

President - Global Consumer Tax, Chief Product Officer

Compensation2.75 M USD
SM

Mr. Scott Manuel

(50)

Chief Strategy and Operations Officer

Compensation2.43 M USD
TM

Ms. Tiffany Mason

(50)

Chief Financial Officer

Compensation2.36 M USD
DR

Ms. Dara Redler

(58)

Chief Legal Officer

Compensation2.26 M USD

Frequently asked questions about H & R Block

The business model of H&R Block Inc focuses on providing tax preparation and financial services to individuals and small businesses. H&R Block operates through various channels, including in-person appointments at their nationwide tax offices, online tax preparation platforms, and digital DIY tax software. With a professional team of tax experts, the company aims to assist clients in accurately filing their taxes and maximizing their refunds. H&R Block also offers additional services like tax planning, virtual tax preparation, and access to financial products. As a leading tax service provider, H&R Block strives to simplify the complex process of tax preparation for its clients efficiently and effectively.

All fundamentals and in-depth analysis of H & R Block

Our stock analysis for H & R Block stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of H & R Block. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.