H&R Block, Inc.

H&R Block, Inc.

HRB
H&R Block, Inc.US flagNew York Stock Exchange
53.92
USD
+0.58
- -
6.83BMarket Cap
H&R Block, Inc.
HRB
(New York Stock Exchange)

Recent

price

53.92

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
11.29
9.52
9.72
10.64
11.04
11.19
12.2
14.27
15.13
15.07
13.42
18.19
21.65
23.76
25.86
28.08
30.18
Revenue per Share
1.44
1.31
0.89
1.59
1.74
1.72
1.5
1.92
2.94
2.06
-0.04
3.11
3.46
3.79
4.26
4.52
5.7
Basic EPS, GAAP
1.5
1.45
0.94
1.41
2.96
2.28
2.19
2.59
4.07
2.95
0.55
3.33
5.06
5.62
5.16
5.08
6.47
Free Cash Flow per Basic Share
0.6
0.6
0.7
0.8
0.8
0.8
0.81
0.88
0.96
1
1.04
1.04
1.17
1.22
1.29
1.47
1.6
Dividend per Share
4.46
4.75
4.54
4.63
5.68
6.66
0.1
-0.29
1.88
2.68
0.37
1.94
1.32
0.22
0.65
0.66
-0.19
Book Value per Share
0.72
0.77
2.13
2
2.79
3.48
-4
-4.64
-2.33
-1.59
-5.49
-4.22
-5.37
-6.98
-6.87
-7.26
-8.8
Tangible Book Value per Share
332
309
298
273
274
275
249
213
209
205
197
188
160
146
140
134
130
Basic Weighted Avg Shares
3,752
2,945
2,894
2,906
3,024
3,079
3,038
3,036
3,160
3,095
2,640
3,414
3,463
3,472
3,610
3,761
3,912
Sales/Revenue/Turnover
17.39
21.7
19.83
26.53
27.06
25.81
20.84
23.58
23.8
19.9
6.94
22.54
21.51
21.56
22.3
22.01
23.06
Operating Margin (%)
127
122
104
92
116
160
174
182
183
167
170
157
142
131
122
117
120
Depreciation Expense
479
406
266
434
475
474
374
409
613
423
-8
584
554
554
595
606
739
Net Income, GAAP
37.65
37.46
39.94
33.74
34.81
34.47
32.65
33.11
6.25
18.33
- -
11.74
14.93
21.01
21.56
22.01
12.54
Effective Tax Rate (%)
12.77
13.79
9.19
14.93
15.71
15.39
12.32
13.47
19.4
13.65
-0.29
17.1
15.99
15.95
16.49
16.11
18.9
Profit Margin (%)
328
263
-25
450
801
1,073
181
407
1,048
1,070
1,511
537
386
249
262
-136
-6
Working Capital
1,060
1,050
409
906
506
505
1,491
1,493
1,495
1,493
3,158
1,733
1,716
1,730
1,756
1,466
1,816
LT Debt
1,441
1,450
1,326
1,264
1,557
1,833
23
-61
394
542
71
352
212
32
91
89
-24
Total Equity
11.7
10.37
10.53
19.32
19.56
18.45
18.29
26.1
35.84
22.56
- -
19.79
25.38
25.42
27.4
27.01
36.39
Return on Invested Capital (%)
16.1
11.97
11.18
21.3
22.07
20.96
21.83
31.96
41.95
25.16
- -
21.3
28.41
29.81
32.7
32
43.46
Return on Capital (%)
33.67
28.1
19.16
33.52
33.7
27.95
40.33
- -
- -
90.35
-2.46
275.74
196.33
454.42
970.69
674.99
674.99
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
ST Debt
205
201
209
LT Borrowings
1,735
2,435
1,491
LT Finance Leases
306
299
326
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
126
127
127
Market Capitalization
6,393
5,524
4,023

Working Capital

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
Total Current Assets
564
842
1,288
Cash, Cash Equivalents & STI
376
349
867
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
740
655
1,294
Payables & Accruals
364
265
866
ST Debt
205
201
209
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-80.64%
90.38%
-1.87%
Free Cash Flow
41.9%
97.49%
-5.55%
Net Income, GAAP
- -
- -
1.76%
Sales/Revenue/Turnover
2.51%
7.84%
4.17%
Total Cash Common Dividend
-0.92%
-0.59%
9.76%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
184
179
2,185
1,063
3,610
2025
194
179
2,277
1,111
3,761
2026
204
199
2,398
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-1.12
-1.33
4.95
1.85
4.26
2025
-1.24
-1.8
5.4
2.24
4.52
2026
-1.26
-1.92
6.69
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.29
0.33
0.32
0.32
1.29
2025
0.32
0.39
0.37
0.37
1.47
2026
0.38
0.43
0.42
- -
- -
Business
H&R Block, Inc. (NYSE: HRB) provides assisted and do-it-yourself tax preparation services, small business solutions, and related financial products primarily in the United States, Canada, and Australia; core offerings include in-person and virtual tax preparation at approximately 10,000 to 12,000 retail offices staffed by tax professionals, online and desktop tax software in Free, Deluxe, Premium, and Self-Employed editions with features such as W-2 photo import and live chat support, year-round services through Block Advisors encompassing tax preparation, bookkeeping, payroll, advisory, and payment processing for small businesses and self-employed individuals via the Wave platform, and financial tools like the Spruce mobile banking app, Emerald prepaid debit card, and Tax Identity Shield for identity theft protection. Founded in 1955 by brothers Henry W. Bloch and Richard A. Bloch in Kansas City, Missouri, where it maintains headquarters, the company serves individuals, families, small businesses, freelancers, and expatriates with a workforce of about 2,700 full-time and up to 90,700 seasonal employees; it operates through subsidiaries including Block Advisors and Wave Financial, acquired in 2019 for $405 million to bolster small business capabilities. Recent developments feature a leadership transition with Curtis Campbell succeeding Jeff Jones as CEO while Jones serves as advisor through 2026, acceleration of the Block Horizons 2025 strategy emphasizing digital innovation, AI integration via partnerships like OpenAI and prior IBM Watson collaboration, small business expansion targeting a $300 billion market through Wave enhancements in AI-powered financial planning and embedded lending, a March 2025 partnership between Block Advisors and The Home Depot offering Pro Xtra members discounts on tax and bookkeeping services, upfront transparent pricing with No Surprise Guarantee, convergence of online and assisted platforms into digital-first experiences backed by human expertise, and robust capital returns including $1.1 billion remaining in share repurchases alongside 4.2% fiscal 2025 revenue growth to over $3 billion.

Company News

APIChatGPT
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