HRB
H&R Block, Inc.
NYSEUSDEQUITY
Consumer Cyclical
DELAYED
Neutral
+9/100
Last price
42.63
▲ 0.63 (1.50%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
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Open
—
Prev close
42.00
Day high
42.70
Day low
41.84
Volume
1.82M
Market cap
$5.22B
P/E (TTM)
7.49
52W range
28.16 – 58.67
Trailing performance
Returnvs SPY
1W
+5.05%
+3.1%
1M
-13.11%
-14.3%
3M
+8.97%
+4.5%
6M
+31.33%
+13.1%
YTD
-2.18%
-16.4%
1Y
-17.64%
-34.1%
3Y
-1.00%
-83.3%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on HRB open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
855.47K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 31, 26 | REDLER DARA S. Officer |
STOCK | 9.83K | $0 | Direct |
| Aug 31, 26 | WASLESKI APRIL M. Officer |
STOCK | 1.43K | $0 | Direct |
| Aug 31, 26 | DARLING MARK J. Officer |
STOCK | 6.10K | $0 | Direct |
| Aug 31, 26 | MANUEL SCOTT Officer |
STOCK | 10.84K | $0 | Direct |
| Aug 31, 26 | MASON TIFFANY L Chief Financial Officer |
STOCK | 13.55K | $0 | Direct |
| Aug 31, 26 | CAMPBELL CURTIS A Chief Executive Officer |
STOCK | 49.13K | $0 | Direct |
| Aug 12, 26 | REDLER DARA S. Officer |
STOCK | 17.27K | $0 | Direct |
| Aug 12, 26 | DARLING MARK J. Officer |
STOCK | 4.43K | $0 | Direct |
| Jan 22, 26 | CHARNAUX CHRISTIAN H. Director |
STOCK | 3.73K | $0 | Direct |
| Jan 22, 26 | BREIG GERALYN R Director |
STOCK | 3.73K | $0 | Direct |
| Jan 22, 26 | PLAINES STEPHANIE Director |
STOCK | 3.73K | $0 | Direct |
| Jan 5, 26 | DARLING MARK J. Officer |
STOCK | 1.48K | $0 | Direct |
| Jan 5, 26 | CAMPBELL CURTIS A Chief Executive Officer |
STOCK | 17.22K | $0 | Direct |
| Nov 19, 25 | JONES JEFFREY J II Chief Executive Officer |
SELL | 128.82K | $5.74M | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
CAMPBELL CURTIS A |
Chief Executive Officer | 89.28K | Stock Award(Grant) |
GERARD ROBERT A |
Director | 337.26K | Stock Award(Grant) |
GUPTA ANURADHA |
Director | 43.28K | Stock Award(Grant) |
JOHNSON RICHARD A |
Director | 91.28K | Stock Award(Grant) |
JONES JEFFREY J II |
Chief Executive Officer | 861.31K | Sale |
MANUEL SCOTT |
Officer | 31.42K | Stock Award(Grant) |
MASON TIFFANY L |
Chief Financial Officer | 32.87K | Stock Award(Grant) |
REDLER DARA S. |
Officer | 58.23K | Stock Award(Grant) |
REICH VICTORIA J |
Director | 120.85K | Stock Award(Grant) |
WINTER MATTHEW EVAN |
Director | 59.08K | Stock Award(Grant) |
Fundamentals
Market cap$5.22B
Enterprise value$6.40B
Revenue (TTM)$3.95B
Gross profit$1.75B
EBITDA$1.03B
Net income$732.63M
EPS (TTM)$5.69
Free cash flow$624.80M
Total cash$958.71M
Total debt$2.10B
Book value / share$0.95
Shares outstanding122.49M
Float112.64M
Short % of float23.40%
Dividend yield4.32%
Beta (5Y)0.39
Valuation & profitability ratios
Trailing P/E7.49
Forward P/E6.16
PEG ratio0.53
Price / sales—
Price / book45.06
EV / revenue1.62
EV / EBITDA6.21
Gross margin44.33%
Operating margin32.91%
Profit margin18.59%
Return on equity713.54%
Return on assets17.40%
Debt / equity1,789.42
Current ratio1.13
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2026 | 2025 | 2024 | 2023 | YoY |
|---|---|---|---|---|---|
| Total revenue | $3.95B | $3.76B | $3.61B | $3.47B | +4.9% |
| Operating revenue | $3.95B | $3.76B | $3.61B | $3.47B | +4.9% |
| Cost of revenue | $2.20B | $2.09B | $1.99B | $1.92B | +5.3% |
| Gross profit | $1.75B | $1.67B | $1.62B | $1.55B | +4.4% |
| Selling, general & admin | $841.30M | $846.91M | $813.50M | $800.03M | -0.7% |
| Total operating expense | $841.30M | $846.91M | $813.50M | $800.03M | -0.7% |
| Operating income | $907.69M | $827.97M | $805.28M | $748.70M | +9.6% |
| Net interest income | -$80.61M | -$78.11M | -$79.08M | -$72.98M | -3.2% |
| Pre-tax income | $853.89M | $781.40M | $762.32M | $711.21M | +9.3% |
| Tax provision | $117.57M | $171.95M | $164.36M | $149.41M | -31.6% |
| Net income | $733.60M | $605.77M | $595.32M | $553.70M | +21.1% |
| Net income to common | $729.91M | $603.00M | $592.93M | $553.70M | +21.0% |
| Basic EPS | 5.91 | 4.52 | 4.26 | 3.79 | +30.6% |
| Diluted EPS | 5.66 | 4.39 | 4.12 | 3.51 | +28.9% |
| EBIT | $934.50M | $859.52M | $841.40M | $784.19M | +8.7% |
| EBITDA | $1.06B | $976.34M | $963.19M | $914.69M | +8.3% |
| Basic shares | 124.17M | 133.95M | 139.59M | 146.15M | -7.3% |
| Diluted shares | 128.87M | 137.34M | 143.89M | 157.25M | -6.2% |
| Line item | 2026 | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $958.71M | $983.28M | $1.05B | $986.98M | — | -2.5% |
| Cash & short-term investments | $958.71M | $983.28M | $1.05B | $986.98M | — | -2.5% |
| Accounts receivable | — | — | — | $5.07M | $7.67M | — |
| Total current assets | $1.13B | $1.16B | $1.24B | $1.19B | — | -3.2% |
| Property, plant & equipment | $739.10M | $656.28M | $593.30M | $568.31M | — | +12.6% |
| Goodwill & intangibles | $1.08B | $1.06B | $1.05B | $1.05B | — | +1.7% |
| Total assets | $3.26B | $3.26B | $3.22B | $3.07B | — | -0.2% |
| Total current liabilities | $993.42M | $1.30B | $977.33M | $938.78M | — | -23.5% |
| Current debt | — | $349.89M | — | — | — | — |
| Long-term debt | $1.49B | $1.14B | $1.49B | $1.49B | — | +30.5% |
| Total debt | $2.10B | $2.03B | $1.96B | $1.93B | — | +3.8% |
| Total liabilities | $3.14B | $3.18B | $3.13B | $3.04B | — | -1.1% |
| Retained earnings | $30.78M | $12.06M | $12.65M | -$48.68M | — | +155.2% |
| Shareholder equity | $117.49M | $88.90M | $90.59M | $32.06M | — | +32.2% |
| Working capital | $132.13M | -$136.06M | $262.15M | $248.70M | — | +197.1% |
| Net tangible assets | -$962.04M | -$972.57M | -$958.73M | -$1.02B | — | +1.1% |
| Shares issued | 124.17M | 164.37M | 170.92M | 178.94M | — | -24.5% |
| Line item | 2026 | 2025 | 2024 | 2023 | YoY |
|---|---|---|---|---|---|
| Net income | $733.60M | $605.77M | $595.32M | $553.70M | +21.1% |
| Depreciation & amortisation | $122.44M | $116.83M | $121.78M | $130.50M | +4.8% |
| Stock-based compensation | $30.48M | $32.50M | $34.28M | $31.33M | -6.2% |
| Change in working capital | -$126.69M | -$104.80M | -$72.14M | $4.45M | -20.9% |
| Operating cash flow | $838.70M | $680.88M | $720.86M | $821.84M | +23.2% |
| Capital expenditure | -$82.61M | -$82.03M | -$63.68M | -$69.70M | -0.7% |
| Investing cash flow | -$124.81M | -$105.37M | -$93.86M | -$101.39M | -18.4% |
| Share buybacks | -$512.90M | -$437.13M | -$379.57M | -$568.95M | -17.3% |
| Dividends paid | -$211.00M | -$197.33M | -$179.78M | -$177.93M | -6.9% |
| Financing cash flow | -$734.22M | -$647.44M | -$564.31M | -$750.99M | -13.4% |
| Free cash flow | $756.08M | $598.85M | $657.18M | $752.14M | +26.3% |
| End cash position | $977.90M | $1.00B | $1.08B | $1.02B | -2.5% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $1.14B | $2.40B | $198.87M | $203.55M | $1.11B | -52.3% |
| Operating revenue | $1.14B | $2.40B | $198.87M | $203.55M | $1.11B | -52.3% |
| Cost of revenue | $550.52M | $1.03B | $339.92M | $274.02M | $532.93M | -46.7% |
| Gross profit | $594.35M | $1.37B | -$141.05M | -$70.47M | $578.08M | -56.5% |
| Selling, general & admin | $217.58M | $329.33M | $157.82M | $136.56M | $206.80M | -33.9% |
| Total operating expense | $217.58M | $329.33M | $157.82M | $136.56M | $206.80M | -33.9% |
| Operating income | $376.77M | $1.04B | -$298.88M | -$207.03M | $371.28M | -63.7% |
| Net interest income | -$15.52M | -$24.31M | -$23.38M | -$17.40M | -$15.83M | +36.1% |
| Pre-tax income | $372.98M | $1.02B | -$319.22M | -$216.33M | $367.78M | -63.3% |
| Tax provision | $78.51M | $167.68M | -$77.66M | -$50.96M | $67.37M | -53.2% |
| Net income | $293.68M | $847.90M | -$242.17M | -$165.82M | $299.44M | -65.4% |
| Net income to common | $289.99M | $847.90M | -$242.17M | -$165.82M | $295.37M | -65.8% |
| Basic EPS | 2.37 | 6.66 | -1.92 | -1.26 | 2.24 | -64.5% |
| Diluted EPS | 2.30 | 6.60 | -1.92 | -1.26 | 2.20 | -65.2% |
| EBIT | $388.51M | $1.04B | -$295.85M | -$198.93M | $383.61M | -62.7% |
| EBITDA | $420.51M | $1.07B | -$265.84M | -$170.01M | $413.19M | -60.8% |
| Basic shares | 124.17M | 126.76M | 126.13M | 131.60M | 133.95M | -2.0% |
| Diluted shares | 126.99M | 127.81M | 126.57M | 131.60M | 135.32M | -0.6% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|---|
| Cash & equivalents | $958.71M | $867.01M | $349.19M | $376.41M | $983.28M | — | +10.6% |
| Cash & short-term investments | $958.71M | $867.01M | $349.19M | $376.41M | $983.28M | — | +10.6% |
| Total current assets | $1.13B | $1.29B | $841.78M | $564.24M | $1.16B | — | -12.6% |
| Property, plant & equipment | $739.10M | $670.58M | $637.64M | $637.53M | $656.28M | — | +10.2% |
| Goodwill & intangibles | $1.08B | $1.09B | $1.09B | $1.05B | $1.06B | — | -1.1% |
| Total assets | $3.26B | $3.39B | $2.93B | $2.62B | $3.26B | — | -4.0% |
| Total current liabilities | $993.42M | $1.29B | $654.83M | $739.55M | $1.30B | — | -23.3% |
| Current debt | — | — | — | — | $349.89M | $349.79M | — |
| Long-term debt | $1.49B | $1.49B | $2.44B | $1.73B | $1.14B | — | +0.0% |
| Total debt | $2.10B | $2.03B | $2.94B | $2.25B | $2.03B | — | +3.8% |
| Total liabilities | $3.14B | $3.42B | $3.75B | $3.17B | $3.18B | — | -8.1% |
| Retained earnings | $30.78M | -$110.47M | -$904.84M | -$609.30M | $12.06M | — | +127.9% |
| Shareholder equity | $117.49M | -$24.37M | -$823.08M | -$550.91M | $88.90M | — | +582.1% |
| Working capital | $132.13M | -$5.93M | $186.95M | -$175.31M | -$136.06M | — | +2,328.2% |
| Net tangible assets | -$962.04M | -$1.12B | -$1.91B | -$1.60B | -$972.57M | — | +13.8% |
| Shares issued | 124.17M | 156.51M | 156.51M | 156.51M | 164.37M | — | -20.7% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Net income | $293.68M | $847.90M | -$242.17M | -$165.82M | $299.44M | -65.4% |
| Depreciation & amortisation | $32.00M | $31.52M | $30.00M | $28.92M | $29.58M | +1.5% |
| Stock-based compensation | $8.30M | $8.38M | $7.63M | $6.17M | $7.08M | -0.9% |
| Change in working capital | -$100.31M | $649.01M | -$430.50M | -$244.89M | -$71.58M | -115.5% |
| Operating cash flow | $251.98M | $1.56B | -$613.95M | -$356.84M | $251.56M | -83.8% |
| Capital expenditure | -$15.47M | -$18.41M | -$35.55M | -$13.19M | -$10.25M | +16.0% |
| Investing cash flow | -$2.25M | -$30.64M | -$71.00M | -$20.93M | $5.52M | +92.7% |
| Share buybacks | -$100.22M | -$41.00K | -$230.00K | -$412.42M | -$617.00K | -244,336.6% |
| Dividends paid | -$53.24M | -$53.22M | -$54.34M | -$50.21M | -$50.19M | -0.0% |
| Financing cash flow | -$154.74M | -$1.01B | $654.56M | -$225.03M | -$51.94M | +84.7% |
| Free cash flow | $236.51M | $1.54B | -$649.50M | -$370.03M | $241.31M | -84.6% |
| End cash position | $977.90M | $886.75M | $368.86M | $397.40M | $1.00B | +10.3% |
Options analytics
Put / call volume
0.26
Call-heavy session
Put / call open interest
—
Positioning, not flow
Max pain
22.50
-47.2% from spot
ATM implied vol
6.3%
Nearest strike to spot
Skew (10% OTM)
+6.2%
Puts bid over calls
Call volume
145
Contracts, this expiry
Put volume
38
Contracts, this expiry
Heaviest call OI
15.00
0 contracts
Heaviest put OI
22.50
3 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 2.21 | 2.38 | +7.7% |
| Mar 2026 | 5.77 | 6.02 | +4.3% |
| Dec 2025 | -1.89 | -1.84 | +2.8% |
| Sep 2025 | -1.35 | -1.20 | +11.3% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | -1.41 | 4 | $212.26M | +4.3% |
| Next quarter | -2.00 | 4 | $209.02M | +5.1% |
| Current year | 6.15 | 5 | $4.14B | +4.8% |
| Next year | 6.92 | 5 | $4.31B | +4.2% |
Analyst targets & ownership
Mean target$51.67
High target$60.00
Low target$36.00
Implied upside21.20%
Analyst count3
ConsensusHOLD
Strong buy / Buy1 / 0
Hold3
Sell / Strong sell1 / 0
Held by insiders0.69%
Held by institutions106.33%
Institutions holding716
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
41.77
+2.05% from price
SMA 20
43.30
-1.55% from price
SMA 50
47.08
-9.45% from price
SMA 100
42.77
-0.34% from price
SMA 200
38.79
+9.89% from price
EMA 12
42.55
+0.20% from price
EMA 26
44.14
-3.43% from price
EMA 50
44.60
-4.43% from price
RSI (14)
41.5
Neutral
MACD (12,26,9)
-1.60
Hist 0.02
ATR (14)
1.44
3.38% of price
Realised vol 30D
31.0%
Annualised
Bollinger upper
46.76
20, 2σ
Bollinger lower
39.84
20, 2σ
50 / 200 cross
Golden
47.08 vs 38.79
Trend bias
Above 200
+9.89%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
-0.21
Less volatile than market
Correlation to SPY
-0.06
Largely independent
Realised vol 30D
31.0%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-46.1%
Peak to trough
Max drawdown 5Y
-57.4%
Peak to trough
ATR 14
1.44
3.38% of price
Beta (reported)
0.39
5Y monthly, from filing
Short interest
Shares short
17.45M
Prior 17.84M
Change vs prior
-2.2%
Shorts covering
% of float
23.40%
Heavily shorted
% of shares out
14.24%
Against total outstanding
Days to cover
10.6
Crowded exit
Float
112.64M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 12, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Aug 12, 26 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Jul 28, 26 | Stephens & Co. | INITIATED | — | Equal-Weight |
| Apr 27, 26 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Feb 9, 26 | Goldman Sachs | MAINTAINED | Sell | Sell |
| Feb 4, 26 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Jan 22, 26 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Oct 27, 25 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Sep 23, 25 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Aug 13, 25 | Barrington Research | MAINTAINED | Outperform | Outperform |
| Aug 13, 25 | Goldman Sachs | MAINTAINED | Sell | Sell |
| May 8, 25 | Goldman Sachs | MAINTAINED | Sell | Sell |
Dividends & splits
Forward rate$1.84 / yr
Forward yield4.32%
5-year avg yield3.03%
Payout ratio29.53%
Ex-dividend dateSep 3, 2026
Next pay dateOct 6, 2026
Last split2:1
Split dateAug 23, 2005
SEC filings
Proxy Statements
DEFA14A · 2026-09-29
Annual report of employee stock purchase
11-K · 2026-09-18
Corporate Changes & Voting Matters
8-K · 2026-08-14
Corporate Changes & Voting Matters
8-K · 2026-08-11
Corporate Changes & Voting Matters
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PRIVATE STRATEGY · BY QUALIFICATION
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