H&R Block (HRB) Aperçu de l'action
H&R Block, Inc. fournit, par l'intermédiaire de ses filiales, des services de préparation de déclarations d'impôts assistés et de bricolage aux États-Unis, au Canada et en Australie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 5/6 |
| Santé financière | 2/6 |
| Dividendes | 6/6 |
Récompenses
Analyse des risques
HRB Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
H&R Block, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$38.49 |
| Plus haut sur 52 semaines | US$59.05 |
| Plus bas sur 52 semaines | US$28.16 |
| Bêta | 0.30 |
| Variation sur 1 mois | 23.17% |
| Variation sur 3 mois | 24.40% |
| Variation sur 1 an | -32.41% |
| Variation sur 3 ans | 25.21% |
| Variation sur 5 ans | 52.19% |
| Évolution depuis l'introduction en bourse | 4,547.85% |
Nouvelles et mises à jour récentes
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
Mise à jour du récit • 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).Recent updates
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 AlphaMise à jour du récit • 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).
Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
Nouveau récit • 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.Rendement pour les actionnaires
| HRB | US Consumer Services | US Marché | |
|---|---|---|---|
| 7D | -1.0% | -1.6% | 1.6% |
| 1Y | -32.4% | -27.0% | 28.5% |
Rendement vs Industrie: HRB a sous-performé le secteur US Consumer Services qui a rapporté -27 % au cours de l'année écoulée.
Rendement vs marché: HRB a sous-performé le marché US qui a rapporté 28.5 % au cours de l'année écoulée.
Volatilité des prix
| HRB volatility | |
|---|---|
| HRB Average Weekly Movement | 8.2% |
| Consumer Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: HRB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de HRB ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1955 | 4,300 | Curtis Campbell | www.hrblock.com |
H&R Block, Inc. propose, par l'intermédiaire de ses filiales, des services de préparation de déclarations d'impôts assistés et de bricolage aux États-Unis, au Canada et en Australie. La société propose également des transferts de remboursements, qui permettent aux clients de recevoir leurs remboursements d'impôts par la méthode de décaissement de leur choix ; des plans de services étendus "Peace of Mind", qui représentent les clients en cas d'audit et en assument le coût ; H&R Block Emerald Prepaid Mastercard et Spruce, qui sont des cartes de débit pouvant être utilisées pour les achats quotidiens et les retraits aux guichets automatiques ; des prêts à terme H&R Block Emerald Advance ; Tax Identity Shield, qui fournit aux clients une assistance pour protéger leur identité fiscale et un accès à des services pour les aider à rétablir leur identité fiscale ; des prêts d'avance sur remboursement ; et H&R Block Instant Refund. En outre, elle offre des solutions financières aux petites entreprises pour gérer leurs finances, y compris des services de traitement des paiements, de paie et de tenue de livres.
H&R Block, Inc. Résumé des fondamentaux
| HRB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.88b |
| Bénéfices(TTM) | US$738.70m |
| Recettes(TTM) | US$3.91b |
6.6x
Ratio P/E1.2x
Ratio P/SLe site HRB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| HRB compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.91b |
| Coût des recettes | US$2.18b |
| Marge brute | US$1.73b |
| Autres dépenses | US$994.02m |
| Les revenus | US$738.70m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 5.83 |
| Marge brute | 44.30% |
| Marge bénéficiaire nette | 18.89% |
| Ratio dettes/capitaux propres | -6,117.4% |
Quelles ont été les performances à long terme de HRB?
Voir les performances historiques et les comparaisonsDividendes
4.4%
Rendement actuel des dividendes29%
Ratio de distributionLe site HRB verse-t-il des dividendes fiables ?
Voir HRB l'historique des dividendes et les indices de référence| H&R Block dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 03 2026 |
| Date de paiement du dividende | Jul 07 2026 |
| Jours jusqu'au dividende Ex | 2 days |
| Jours jusqu'à la date de paiement du dividende | 36 days |
Le site HRB verse-t-il des dividendes fiables ?
Voir HRB l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/31 17:53 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
H&R Block, Inc. est couverte par 17 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |