H&R Block (HRB) Aktienübersicht
H&R Block, Inc. bietet über seine Tochtergesellschaften in den Vereinigten Staaten, Kanada und Australien Dienstleistungen zur Erstellung von Steuererklärungen mit Unterstützung und im Do-it-yourself-Verfahren an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 6/6 |
Belohnungen
Risikoanalyse
HRB Community Fair Values
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Analyst Price Targets
H&R Block, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$37.22 |
| 52-Wochen-Hoch | US$57.55 |
| 52-Wochen-Tief | US$28.16 |
| Beta | 0.37 |
| 1 Monat Veränderung | -3.30% |
| 3 Monate Veränderung | 17.27% |
| 1 Jahr Veränderung | -32.19% |
| 3 Jahre Veränderung | 14.95% |
| 5 Jahre Veränderung | 56.52% |
| Veränderung seit IPO | 4,394.49% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 23
HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.Narrativ-Update • Jun 06
HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook
Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).Seeking Alpha • May 26
H&R Block: The Melting Ice Cube
Summary H&R Block faces structural decline, with a shrinking customer base and overreliance on buybacks to mask weak fundamentals. EPS growth is largely a result of the buybacks initiated, with 60% of FY26 EPS growth stemming from share repurchases and not true operating leverage. Short-term gains from OBBBA complexity will sunset by 2028, exposing HRB’s vulnerability to AI substitution and commoditization. I assign a Strong Sell rating with a $25–30 price target (20–33% downside), citing melting ice cube dynamics and fading buyback support. Read the full article on Seeking AlphaRecent updates
Narrativ-Update • Jun 23
HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.Narrativ-Update • Jun 06
HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook
Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).Seeking Alpha • May 26
H&R Block: The Melting Ice Cube
Summary H&R Block faces structural decline, with a shrinking customer base and overreliance on buybacks to mask weak fundamentals. EPS growth is largely a result of the buybacks initiated, with 60% of FY26 EPS growth stemming from share repurchases and not true operating leverage. Short-term gains from OBBBA complexity will sunset by 2028, exposing HRB’s vulnerability to AI substitution and commoditization. I assign a Strong Sell rating with a $25–30 price target (20–33% downside), citing melting ice cube dynamics and fading buyback support. Read the full article on Seeking Alpha
Narrativ-Update • May 23
HRB: 2026 Guidance And Completed Buybacks Will Support Future Upside
Analysts have trimmed their 12 month price target for H&R Block to $50, reflecting updated views on lower profit margin assumptions and a higher future P/E multiple, while keeping the fair value estimate steady at $50. What's in the News H&R Block raised earnings guidance for Fiscal Year 2026, now expecting revenue between US$3.910b and US$3.920b, with the midpoint described as a 4.1% year over year change in revenue (Corporate Guidance).
Narrativ-Update • Apr 28
HRB: Cautious Outlook And New Tax Tools Will Shape Future Returns
Analysts have revised their H&R Block price targets lower, with headline cuts of $16 and $12, citing updated views on the company’s growth, profitability and valuation assumptions that are now reflected in the refreshed fair value framework. Analyst Commentary Recent research updates highlight a more cautious tone around H&R Block, with fresh price target cuts of $16 and $12 signaling reduced confidence in prior assumptions about growth, profitability and valuation.Narrativ-Update • Apr 14
HRB: Reset Expectations And 2026 Guidance Will Support Future Upside
Analysts have reduced their price target on H&R Block from $62 to $50, citing updated views on fair value, a higher discount rate, and slightly adjusted expectations for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research points to a reset in price targets for H&R Block, with cuts from US$62 to US$50 and other target reductions framed around updated fair value work, a higher discount rate, and modest tweaks to revenue, margin, and P/E assumptions.Narrativ-Update • Mar 31
HRB: Lower Street Expectations Will Spotlight Cash Generation And Tax Season Technology Upgrades
Analysts have trimmed their price targets on H&R Block by between $12 and $16 per share, citing updated views on the stock that are consistent with only marginal shifts in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research reflects recalibrated price targets on H&R Block that are broadly aligned with only modest shifts in core assumptions, including fair value, discount rates, revenue growth, profit margins, and future P/E expectations.Narrativ-Update • Mar 17
HRB: Direct File Exit And New Tax Tools Will Support Future Returns
Analysts have reset H&R Block's fair value estimate from $48 to $32, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research reflects a more cautious tone around H&R Block, with several bearish analysts trimming their price targets in light of revised assumptions for growth, profitability, and valuation multiples.Narrativ-Update • Mar 03
HRB: Reset Lower Expectations Will Spotlight Durable Cash Generation And AI Tax Season Upside
Analysts have reduced their average price target on H&R Block by $16 following updated views on its fair value, discount rate, and future P/E assumptions. This reflects a more cautious stance on the shares.Narrativ-Update • Feb 16
HRB: Reset Market Expectations Will Highlight Durable Cash Generation Potential
Analysts have revised their view on H&R Block, reducing the price target from $55 to $41 as they factor in a higher discount rate, slightly softer profit margins, a lower assumed future P/E multiple, and updated revenue growth expectations. Analyst Commentary Recent research updates, including the price target cuts to $41, give a clearer view of how the Street is thinking about H&R Block right now.Analyseartikel • Feb 10
Earnings Working Against H&R Block, Inc.'s (NYSE:HRB) Share Price Following 27% Dive
H&R Block, Inc. ( NYSE:HRB ) shareholders that were waiting for something to happen have been dealt a blow with a 27...Analyseartikel • Feb 08
Analysts Have Been Trimming Their H&R Block, Inc. (NYSE:HRB) Price Target After Its Latest Report
H&R Block, Inc. ( NYSE:HRB ) just released its latest second-quarter results and things are looking bullish. It looks...Narrativ-Update • Feb 02
HRB: Ending Of Direct File Will Support Future Shareholder Returns
Analysts have kept their fair value estimate for H&R Block steady at $48.00 per share, citing only small adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view. What's in the News The IRS is ending Direct File, its free government-run tax filing program, and shifting focus to the Free File program that uses private tax software providers, a move that keeps H&R Block in the mix alongside other commercial players (The Wall Street Journal).Narrativ-Update • Jan 19
HRB: Share Repurchases And IRS Program Shift Will Support Future Upside
Analysts have kept their H&R Block fair value estimate steady at $62.00, with only slight tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, reflecting relatively stable expectations for the business. What's in the News The IRS is ending its free Direct File tax program and shifting focus to the Free File partnership with private providers, which includes competitors such as H&R Block and Intuit.Narrativ-Update • Jan 05
HRB: Share Repurchases And IRS Shift May Support Future Upside
Analysts have lifted their price target on H&R Block to US$62.00, reflecting updated assumptions around a modestly higher discount rate, slightly stronger revenue growth and profit margin expectations, and a lower future P/E multiple. What's in the News The IRS is ending Direct File, its free government tax filing program, and intends to emphasize the Free File program that relies on private tax software providers, a change that puts more attention on companies such as H&R Block and Intuit (Wall Street Journal).Narrativ-Update • Dec 13
HRB: Future Margins And Market Shift Will Support Steady Shareholder Returns
Analysts have slightly raised their price target on H&R Block to $48.00 per share, citing expectations for modestly higher profit margins and a lower future price to earnings multiple. Together, these factors support a marginally improved valuation despite a small tempering of long term revenue growth assumptions.Analyseartikel • Sep 12
H&R Block, Inc. (NYSE:HRB) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights H&R Block's estimated fair value is US$88.12 based on 2 Stage Free Cash Flow to Equity H&R Block's...Narrativ-Update • Sep 05
Tax Complexity And Digital Shift Will Expand Demand
Despite Q4 results falling short of expectations and mixed FY26 guidance, analysts highlight H&R Block's attractive valuation, higher 3.3% dividend yield, and ongoing share buybacks as supportive of shareholder returns, leaving the consensus price target unchanged at $55.00. Analyst Commentary Q4 results were generally below expectations.Analyseartikel • Aug 21
H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's
H&R Block, Inc.'s ( NYSE:HRB ) periodic dividend will be increasing on the 6th of October to $0.42, with investors...Analyseartikel • Jun 26
Why We Like The Returns At H&R Block (NYSE:HRB)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Analyseartikel • May 14
We Think You Can Look Beyond H&R Block's (NYSE:HRB) Lackluster Earnings
The most recent earnings report from H&R Block, Inc. ( NYSE:HRB ) was disappointing for shareholders. While the...Seeking Alpha • Apr 26
H&R Block: A Positive Growth Case Despite Seasonality Impacts To Earnings
Summary H&R Block gets a buy rating for my initial coverage of this stock, agreeing with today's bullish consensus across the board. Macro factors point to continued demand growth for tax filing, both DIY and assisted, and the company's revenue guidance is positive. New developments in AI can benefit this sector and firm, and its portfolio of brands has grown to fintech apps like Spruce and solutions beyond just tax, driving revenue diversification. Risks to consider include the seasonal impacts to earnings and cashflow for this business, as well as over-reliance on debt financing in slow quarters. Read the full article on Seeking AlphaAnalyseartikel • Mar 21
Potential Upside For H&R Block, Inc. (NYSE:HRB) Not Without Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Analyseartikel • Feb 28
H&R Block (NYSE:HRB) Could Become A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Seeking Alpha • Feb 11
H&R Block: A Boring Business Promising Big Returns
Summary H&R Block's business might seem boring, but there are many potential sources of compelling investment value. The company is a great example of the value that can be had from pairing a business with great economics to a management with a shareholder orientation. And when you put this together with the compelling valuations currently on offer, this company becomes hard to beat as a potential investment idea in the current market. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
H&R Block Q2 Preview: Guidance And Comments On The Economy Are Crucial
Summary H&R Block, Inc.'s Q2 earnings are expected to be underwhelming due to seasonality, with most revenue generated in Q3 and Q4. Focus is on the company's diversification efforts, particularly the growth of Block Horizons, Wave, and Spruce segments, and their potential to reduce cyclicality. Management's guidance and comments (if any) on the upcoming tax season and the impact of the new administration's policies are crucial. I am waiting for more information on the next quarter before considering a position in HRB stock, given the uncertainties with the new administration's economic reforms. Read the full article on Seeking AlphaAnalyseartikel • Jan 09
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Dec 04
H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate
Key Insights H&R Block's estimated fair value is US$102 based on 2 Stage Free Cash Flow to Equity H&R Block's US$58.15...Analyseartikel • Nov 16
Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings
H&R Block, Inc.'s ( NYSE:HRB ) price-to-earnings (or "P/E") ratio of 14x might make it look like a buy right now...Seeking Alpha • Nov 10
H&R Block: Attractive Entry Point, Buy The Dip
Summary H&R Block shares dropped 6.5% after an uneventful Q1, presenting a buying opportunity ahead of Q4 repurchases and FY25 tax season. After spending $210 million to purchase 2.4% of the float in Q1, management could be more aggressive over the next few weeks to take advantage of the lower share price. The Trump election and the FTC settlement are both small positives for the company in my opinion. H&R Block's consistent earnings growth, compelling valuation and accretive share repurchases make it a buy with potential 15-20% returns over the next few years. Read the full article on Seeking AlphaAnalyseartikel • Oct 29
Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Oct 16
H&R Block: This Boring Buyback King Still Has Room To Run
Summary H&R Block is attractive today due to its share repurchase program, reasonable valuation, and growth potential from multiple sources. Despite competition from tax software, most Americans prefer professional tax help, benefiting HRB with its strong brand and extensive locations. The company has prepared 935 million tax returns since 1955 and continues to expand into financial services like Block Advisors, Wave, and Spruce. Income tax returns are a stable business, growing with the overall population, with 75% of Americans receiving an average tax refund of nearly $3,000. Read the full article on Seeking AlphaAnalyseartikel • Sep 29
Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Sep 08
Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Neues Narrativ • Aug 25
Innovative Financial Products And Decisive Acquisitions Poised To Boost Market Share And Investor Returns
Launch of AI Tax Assist and expansion in small business services are driving customer satisfaction and double-digit growth, indicating increased future revenue.Aktionärsrenditen
| HRB | US Consumer Services | US Markt | |
|---|---|---|---|
| 7D | 9.3% | 3.0% | -2.5% |
| 1Y | -32.2% | -23.0% | 19.0% |
Rendite im Vergleich zur Industrie: HRB unter dem Niveau der Branche US Consumer Services , die im vergangenen Jahr eine Rendite von -23% erzielte.
Rendite vs. Markt: HRB hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 19 erzielte.
Preisvolatilität
| HRB volatility | |
|---|---|
| HRB Average Weekly Movement | 8.5% |
| Consumer Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: HRB hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: HRBDie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1955 | 4,300 | Curtis Campbell | www.hrblock.com |
H&R Block, Inc. bietet über seine Tochtergesellschaften in den Vereinigten Staaten, Kanada und Australien Dienstleistungen zur Erstellung von Steuererklärungen mit Unterstützung und zum Selbermachen (Do-it-yourself) an. Das Unternehmen bietet auch Refund Transfers an, die es Kunden ermöglichen, ihre Steuerrückerstattungen auf dem von ihnen gewählten Auszahlungsweg zu erhalten; Peace of Mind Extended Service Plans, die Kunden bei Prüfungen vertreten und die Kosten übernehmen; H&R Block Emerald Prepaid Mastercard und Spruce, die Debitkarten sind, die für alltägliche Einkäufe und Abhebungen am Geldautomaten verwendet werden können; H&R Block Emerald Advance Term Loans; Tax Identity Shield, das Kunden Unterstützung beim Schutz ihrer Steueridentität und Zugang zu Dienstleistungen zur Wiederherstellung ihrer Steueridentität bietet; Rückerstattungsvorschüsse und H&R Block Instant Refund. Darüber hinaus bietet das Unternehmen Finanzlösungen für kleine Unternehmen an, um die Finanzen zu verwalten, einschließlich Zahlungsabwicklung, Gehaltsabrechnung und Buchhaltungsdienstleistungen.
H&R Block, Inc.'s Grundlagenzusammenfassung
| HRB grundlegende Statistiken | |
|---|---|
| Marktanteil | US$4.72b |
| Gewinn(TTM) | US$738.70m |
| Umsatz(TTM) | US$3.91b |
6.4x
Kurs-Gewinn-Verhältnis 1.2x
Kurs-Umsatz-VerhältnisIst HRB zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| HRB Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$3.91b |
| Kosten der Einnahmen | US$2.18b |
| Bruttogewinn | US$1.73b |
| Sonstige Ausgaben | US$994.02m |
| Gewinn | US$738.70m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 5.83 |
| Bruttomarge | 44.30% |
| Nettogewinnspanne | 18.89% |
| Schulden/Eigenkapital-Verhältnis | -6,117.4% |
Wie hat sich HRB auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.5%
Aktuelle Dividendenrendite29%
AusschüttungsquoteZahlt HRB eine zuverlässige Dividende?
Siehe HRB Dividendenhistorie und Benchmarks| H&R Block Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Jun 03 2026 |
| Datum der Dividendenzahlung | Jul 07 2026 |
| Tage bis Ex-Dividende | 26 days |
| Tage bis zum Datum der Dividendenzahlung | 8 days |
Zahlt HRB eine zuverlässige Dividende?
Siehe HRB Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/29 05:08 |
| Aktienkurs zum Tagesende | 2026/06/26 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
H&R Block, Inc. wird von 17 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |