H&R Block (HRB) Panoramica del titolo
H&R Block, Inc. attraverso le sue filiali, fornisce servizi di preparazione della dichiarazione dei redditi assistita e fai-da-te (DIY) negli Stati Uniti, in Canada e in Australia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 6/6 |
Premi
Analisi del rischio
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
Concorrenti di H&R Block, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$38.49 |
| Massimo di 52 settimane | US$59.05 |
| Minimo di 52 settimane | US$28.16 |
| Beta | 0.30 |
| Variazione di 1 mese | 23.17% |
| Variazione a 3 mesi | 24.40% |
| Variazione di 1 anno | -32.41% |
| Variazione a 3 anni | 25.21% |
| Variazione a 5 anni | 52.19% |
| Variazione dall'IPO | 4,547.85% |
Notizie e aggiornamenti recenti
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
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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.Rendimenti per gli azionisti
| HRB | US Consumer Services | US Mercato | |
|---|---|---|---|
| 7D | -1.0% | -1.6% | 1.6% |
| 1Y | -32.4% | -27.0% | 28.5% |
Ritorno vs Industria: HRB ha avuto una performance inferiore rispetto al US Consumer Services che ha registrato un rendimento -27 % nell'ultimo anno.
Rendimento vs Mercato: HRB ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.5 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: HRB non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di HRB è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1955 | 4,300 | Curtis Campbell | www.hrblock.com |
H&R Block, Inc. attraverso le sue controllate, fornisce servizi di preparazione della dichiarazione dei redditi assistita e fai-da-te (DIY) negli Stati Uniti, in Canada e in Australia. L'azienda fornisce anche Refund Transfers, che consente ai clienti di ricevere i rimborsi fiscali con il metodo di erogazione prescelto; Peace of Mind extended service plans, che rappresenta i clienti in caso di verifica e se ne assume i costi; H&R Block Emerald Prepaid Mastercard e Spruce, carte di debito che possono essere utilizzate per gli acquisti di tutti i giorni e per i prelievi al bancomat; H&R Block Emerald Advance, prestiti a termine; Tax Identity Shield, che fornisce ai clienti assistenza per proteggere la propria identità fiscale e l'accesso ai servizi per ripristinare l'identità fiscale; prestiti anticipati per i rimborsi; e H&R Block Instant Refund. Inoltre, offre soluzioni finanziarie per le piccole imprese per la gestione delle finanze, tra cui l'elaborazione dei pagamenti, le buste paga e i servizi di contabilità.
H&R Block, Inc. Riepilogo dei fondamenti
| HRB statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.88b |
| Utili (TTM) | US$738.70m |
| Ricavi(TTM) | US$3.91b |
6.6x
Rapporto P/E1.2x
Rapporto P/SHRB è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| HRB Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.91b |
| Costo del fatturato | US$2.18b |
| Profitto lordo | US$1.73b |
| Altre spese | US$994.02m |
| Utili | US$738.70m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.83 |
| Margine lordo | 44.30% |
| Margine di profitto netto | 18.89% |
| Rapporto debito/patrimonio netto | -6,117.4% |
Come si è comportato HRB nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.4%
Rendimento attuale del dividendo29%
Rapporto di remunerazioneHRB paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di HRB| H&R Block date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 03 2026 |
| Data di pagamento dei dividendi | Jul 07 2026 |
| Giorni fino al dividendo Ex | 2 days |
| Giorni prima della data di pagamento dei dividendi | 36 days |
HRB paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di HRBAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 10:06 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
H&R Block, Inc. è coperta da 17 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |