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H&R Block, Inc.NYSE:HRB Aktienübersicht

Marktkapitalisierung US$4.6b
Aktienkurs
US$36.04
US$41
12.1% unterbewertet intrinsischer Abschlag
1Y-36.0%
7D22.9%
Wert des Portfolios
Siehe

H&R Block, Inc.

NYSE:HRB Lagerbericht

Marktkapitalisierung: US$4.6b

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

HRB grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung5/6
Künftiges Wachstum0/6
Vergangene Leistung5/6
Finanzielle Gesundheit2/6
Dividenden6/6

HRB Community Fair Values

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H&R Block, Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für H&R Block
Historische Aktienkurse
Aktueller AktienkursUS$36.04
52-Wochen-HochUS$59.05
52-Wochen-TiefUS$28.16
Beta0.30
1 Monat Veränderung15.62%
3 Monate Veränderung27.17%
1 Jahr Veränderung-36.03%
3 Jahre Veränderung19.93%
5 Jahre Veränderung44.56%
Veränderung seit IPO4,252.00%

Aktuelle Nachrichten und Updates

Seeking Alpha May 10

H&R Block: Even After The 26% Pop, This High Dividend Stock Remains Undervalued

Summary H&R Block remains a compelling long-term buy, trading at just 7x forward earnings despite double-digit EPS growth. HRB's Q3 FY2026 delivered a triple beat: EPS, revenue, and guidance all exceeded expectations, driving a 26% share price surge. Shareholder yield approaches 13% through aggressive buybacks and a 4.55% dividend, with further dividend increases likely in August. AI disruption fears appear overblown; HRB's capital allocation and focus on complex returns underpin resilience and sustained profitability. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha May 10

H&R Block: Even After The 26% Pop, This High Dividend Stock Remains Undervalued

Summary H&R Block remains a compelling long-term buy, trading at just 7x forward earnings despite double-digit EPS growth. HRB's Q3 FY2026 delivered a triple beat: EPS, revenue, and guidance all exceeded expectations, driving a 26% share price surge. Shareholder yield approaches 13% through aggressive buybacks and a 4.55% dividend, with further dividend increases likely in August. AI disruption fears appear overblown; HRB's capital allocation and focus on complex returns underpin resilience and sustained profitability. Read the full article on Seeking Alpha
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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...
Analyse-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).
Analyse-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.
Analyse-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).
Analyse-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...
Analyse-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 Alpha
Analyseartikel 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 Alpha
Seeking 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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...
User avatar
Neue Analyse 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.
Analyseartikel Aug 22

H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375

The board of H&R Block, Inc. ( NYSE:HRB ) has announced that it will be increasing its dividend by 17% on the 3rd of...

Aktionärsrenditen

HRBUS Consumer ServicesUS Markt
7D22.9%-1.9%1.5%
1Y-36.0%-23.2%25.5%

Rendite im Vergleich zur Industrie: HRB unter dem Niveau der Branche US Consumer Services , die im vergangenen Jahr eine Rendite von -23.2% erzielte.

Rendite vs. Markt: HRB hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 25.5 erzielte.

Preisvolatilität

Is HRB's price volatile compared to industry and market?
HRB volatility
HRB Average Weekly Movement8.4%
Consumer Services Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

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

GegründetMitarbeiterCEOWebsite
19554,300Curtis Campbellwww.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

Wie verhalten sich die Erträge und Einnahmen von H&R Block im Vergleich zum Marktanteil des Unternehmens?
HRB grundlegende Statistiken
MarktanteilUS$4.65b
Gewinn(TTM)US$738.70m
Umsatz(TTM)US$3.91b
6.2x
Kurs-Gewinn-Verhältnis
1.2x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
HRB Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$3.91b
Kosten der EinnahmenUS$2.18b
BruttogewinnUS$1.73b
Sonstige AusgabenUS$994.02m
GewinnUS$738.70m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)5.83
Bruttomarge44.30%
Nettogewinnspanne18.89%
Schulden/Eigenkapital-Verhältnis-6,117.4%

Wie hat sich HRB auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

4.7%
Aktuelle Dividendenrendite
29%
Ausschüttungsquote

Zahlt HRB eine zuverlässige Dividende?

Siehe HRB Dividendenhistorie und Benchmarks
Bis wann müssen Sie HRB kaufen, um eine kommende Dividende zu erhalten?
H&R Block Dividendentermine
Ex-Dividenden DatumJun 03 2026
Datum der DividendenzahlungJul 07 2026
Tage bis Ex-Dividende20 days
Tage bis zum Datum der Dividendenzahlung54 days

Zahlt HRB eine zuverlässige Dividende?

Siehe HRB Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/13 00:57
Aktienkurs zum Tagesende2026/05/13 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/06/30

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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.

AnalystEinrichtung
Alexander ParisBarrington Research Associates, Inc.
Jeffrey SilberBMO Capital Markets Equity Research
Mark PalmerBTIG