View ValuationH&R Block 향후 성장Future 기준 점검 0/6H&R Block 의 수익은 연간 9.7% 감소할 것으로 예상되는 반면, 연간 수익은 3.2% 로 증가할 것으로 예상됩니다. EPS는 연간 4.3% 만큼 쇠퇴할 것으로 예상됩니다.핵심 정보-9.7%이익 성장률-4.31%EPS 성장률Consumer Services 이익 성장0%매출 성장률3.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트공시 • Feb 04H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion.공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion.공시 • Aug 13+ 1 more updateH&R Block, Inc. Provides Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. provided earnings guidance for the fiscal year 2026. For fiscal year, the Company expects revenue to be in the range of $3.875 billion to $3.895 billion.공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion.모든 업데이트 보기Recent updatesReported Earnings • May 12Third quarter 2026 earnings released: EPS: US$6.66 (vs US$5.38 in 3Q 2025)Third quarter 2026 results: EPS: US$6.66 (up from US$5.38 in 3Q 2025). Revenue: US$2.40b (up 5.3% from 3Q 2025). Net income: US$844.5m (up 17% from 3Q 2025). Profit margin: 35% (up from 32% in 3Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Services industry in South America.Declared Dividend • May 12Third quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 3rd June 2026 Payment date: 7th July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 4.3% over the next year. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.공시 • May 06H&R Block, Inc. announces Quarterly dividend, payable on July 07, 2026H&R Block, Inc. announced Quarterly dividend of USD 0.4200 per share payable on July 07, 2026, ex-date on June 03, 2026 and record date on June 03, 2026.공시 • Apr 23H&R Block, Inc. to Report Q3, 2026 Results on May 06, 2026H&R Block, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026Reported Earnings • Feb 11Second quarter 2026 earnings released: US$1.91 loss per share (vs US$1.79 loss in 2Q 2025)Second quarter 2026 results: US$1.91 loss per share. Revenue: US$198.9m (up 11% from 2Q 2025). Net loss: US$241.8m (flat on 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Services industry in South America.Declared Dividend • Feb 11Second quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 4th March 2026 Payment date: 6th April 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.0% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • Feb 10H&R Block Enhances Tax Services with AI and Digital Tools for 2026H&R Block has announced several enhancements to its tax preparation services for the 2026 tax season. These enhancements include the introduction of AI Tax Assist, which provides clients with instant answers 24/7, and advanced AI tools for tax professionals to quickly address client questions. Additionally, the Smart Product Selector helps filers choose the appropriate DIY online support tier, while enhanced technology aids DIY filers in finding forms and maximizing deductions. These innovations are designed to blend AI-powered efficiency with the expertise of H&R Block's tax professionals, providing a sophisticated yet accessible filing experience for all taxpayers.공시 • Feb 06H&R Block, Inc. Announces Quarterly Cash Dividend, Payable on April 6, 2026H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable April 6, 2026, to shareholders of record as of March 4, 2026. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962.공시 • Feb 04H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion.공시 • Jan 23H&R Block, Inc. Announces Board and Committee Appointments, Effective January 20, 2026H&R Block, Inc. appointed three new members to its Board of Directors: Geralyn R. Breig, former President of Revlon North America; Christian H. Charnaux, Chief Development Officer of Hilton Worldwide Holdings, Inc.; and Stephanie C. Plaines, former CFO of JCPenney, effective January 20, 2026. Geralyn Breig brings extensive consumer brand leadership that supports H&R Block's ongoing evolution of the client experience. She most recently served as President of Revlon North America, where she drove strategic growth initiatives, strengthened organizational capabilities, and expanded innovation pipelines. Her 40-year career includes serving as Chief Executive Officer of AnytownUSA, President of Clarks Americas, and President of Avon North America. Christian Charnaux has a history of success in scaling complex organizations and driving strategic growth, key strengths for H&R Block’s expansion of client delivery platforms. He currently serves as Chief Development Officer for Hilton, leading global development, architecture, design and construction. Prior to rejoining Hilton, Charnaux served as Chief Growth Officer for Inspire Brands, where he led more than $18 billion in acquisitions and integration efforts across a multi-brand restaurant company with over 33,000 locations worldwide. Stephanie Plaines is a former CFO, experienced board member, and accomplished executive whose expertise in finance, operations, and corporate strategy supports H&R Block's next chapter of growth. She currently serves as a Director for The Clorox Company and sits on its Audit Committee. Plaines brings broad experience across consumer staples, retail, e-commerce, real estate, and investment banking, with deep proficiency in omnichannel and digital business models. Her distinguished 30-year career includes serving as CFO of JCPenney, CFO of Jones Lang LaSalle, and U.S. CFO for Starbucks Corporation. The Board has appointed Mr. Charnaux and Ms. Plaines to the Audit Committee of the Board and Ms. Breig to the Compensation Committee and Governance and Nominating Committee of the Board.공시 • Jan 21H&R Block, Inc. to Report Q2, 2026 Results on Feb 03, 2026H&R Block, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2026공시 • Jan 09H&R Block Tax Pro Review Free for New Clients with Purchase of Diy ProductsH&R Block announced it will include Tax Pro Review services at no additional cost in its paid DIY online tax products for new clients through February 15. This offer supports digital-first filers while leveraging the company's 70-year legacy of professional tax expertise. The One Big Beautiful Bill Act and other 2025 tax code changes introduce a greater level of complexity. H&R Block is well-positioned to provide expert guidance at each stage of the filing process, regardless of how clients choose to file, delivering a true omni-channel experience, from a fully DIY journey to a completely assisted filing with a tax professional in one of 10,000 retail offices. Tax Pro Review enables DIY filers to complete their returns independently online, then submit to an H&R Block tax professional for comprehensive review of the return and source documents--identifying any errors, optimization opportunities, and potential audit triggers before filing. Upon completion of the review, the tax professional signs and submits the return, just as they would with a traditionally prepared filing. The hybrid model addresses a critical market gap: consumers want digital efficiency but seek professional confidence. H&R Block's digital ecosystem now offers: AI Tax Assist: GenAI experience designed to answer tax questions, enabled by OpenAI models; Unlimited Expert Help: Access to human expertise at no added cost with the paid DIY option; Tax Pro Review: Human expert validation before filing (in included at no additional cost through February 15, with a paid DIY product); Tax Calculators: Real-time refund estimation tools. Tax Pro Review is an option that allows DIY filers to access H&R Block's knowledgeable tax experts to double-check completed tax returns to ensure that everything was completed correctly and make sure clients receive every credit and deduction they deserve. This option will be accessible free of charge through February 15, 2026, for new clients who opt to use H&R Block's online paid DIY products.공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion.공시 • Nov 05H&R Block, Inc. Declares Quarterly Cash Dividend, Payable January 6, 2026H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 per share, payable January 6, 2026, to shareholders of record as of December 4, 2025.공시 • Oct 30+ 1 more updateH&R Block, Inc. Announces Retirement of Jeffrey J. Jones Ii as President and A DirectorH&R Block, Inc. announced the retirement of Jeffrey J. Jones II as President and a director.공시 • Oct 24H&R Block, Inc. to Report Q1, 2026 Results on Nov 06, 2025H&R Block, Inc. announced that they will report Q1, 2026 results After-Market on Nov 06, 2025공시 • Sep 25H&R Block, Inc., Annual General Meeting, Nov 05, 2025H&R Block, Inc., Annual General Meeting, Nov 05, 2025.Board Change • Sep 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Aug 18Fourth quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 4th September 2025 Payment date: 6th October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 17Full year 2025 earnings released: EPS: US$4.47 (vs US$4.20 in FY 2024)Full year 2025 results: EPS: US$4.47 (up from US$4.20 in FY 2024). Revenue: US$3.76b (up 4.2% from FY 2024). Net income: US$606.7m (up 1.9% from FY 2024). Profit margin: 16% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in South America.Board Change • Aug 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Aug 13+ 1 more updateH&R Block, Inc. Provides Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. provided earnings guidance for the fiscal year 2026. For fiscal year, the Company expects revenue to be in the range of $3.875 billion to $3.895 billion.공시 • Aug 12+ 1 more updateH&R Block, Inc. Announces Executive and Board Changes, Effective as of December 31, 2025On August 7, 2025, Jeffrey J. Jones II notified the Board of Directors of H&R Block Inc. of his intention to retire as President of the Company, effective as of December 31, 2025. Mr. Jones will also retire from the Board of the Company, effective on December 31, 2025 assuming his reelection to the Board at the Company’s upcoming 2025 annual meeting of shareholders. Mr. Jones’ decision to retire was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Following his retirement on December 31, 2025, Mr. Jones will remain an employee of the Company in a Strategic Advisor role until September 2, 2026. The Board has appointed Curtis A. Campbell, currently the Company's President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones as President, effective immediately upon Mr. Jones’ retirement. The Company intends to renominate Mr. Jones for election to the Board at the 2025 Annual Meeting and, assuming he is reelected, subsequently appoint Mr. Campbell to the Board to fill the vacancy created immediately upon Mr. Jones’ retirement. Mr. Campbell, age 52, joined the Company as President, Global Consumer Tax and Chief Product Officer in May 2024. Prior to that, he served as the Chief Executive Officer of TaxAct, where he ran TaxAct from 2018 until it was sold by Blucora, Inc. in 2022. He continued to lead TaxAct after the sale until 2023. Prior to TaxAct, Mr. Campbell served Capital One Financial Corporation as Managing Vice President from 2017 to 2018. He also served in Vice President roles at Intuit Inc, leading Product Management and Strategy from 2014 to 2017. Mr. Campbell serves on the Board of Directors of Jack Henry & Associates, Inc., a Nasdaq-listed financial technology company.공시 • Aug 07H&R Block, Inc. Announces Executive AppointmentsH&R Block, Inc. announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company’s transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology. Lenhart leads the company’s engineering teams in building scalable, product-driven solutions aligned with H&R Block’s consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max. Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University. Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience. Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business.공시 • Jul 30H&R Block, Inc. to Report Q4, 2025 Results on Aug 12, 2025H&R Block, Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025공시 • May 07H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable July 3, 2025, to shareholders of record as of June 4, 2025.공시 • Apr 24H&R Block, Inc. to Report Q3, 2025 Results on May 07, 2025H&R Block, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025공시 • Apr 03H&R Block, Inc. Announces Changes to Board Chairman, Effective April 1, 2025H&R Block announced that the company’s Board of Directors has unanimously elected Richard A. Johnson as the new Chairman of the Board, effective April 1, 2025. Johnson joined the H&R Block Board of Directors in 2015 and is a member of the Audit and Compensation Committees. He succeeds Robert A. Gerard, who has served as Chairman since 2011. Johnson spent much of his business career at Foot Locker, completing his service as President, Chief Executive Officer, and Chairman of the Board. Johnson also serves on the Board of Directors of Build-A-Bear Workshop, Inc. and Graebel Companies, Inc., and on the Chancellor’s National Leadership Council at the University of Wisconsin, Eau Claire.공시 • Mar 25H&R Block, Inc. Names Phillip Miller as Chief Information Security Officer, effective March 31, 2025H&R Block, Inc. announced that Phillip Miller will join the company as the new Vice President and Chief Information Security Officer (CISO) as of March 31. Miller brings over 15 years of executive security experience across retail, manufacturing, and technology sectors. Miller has built and maintained strategic programs for companies to meet security, legal, privacy and regulatory frameworks. Most recently, Phillip founded Qurple, LLC, where he served as an advisor and consultant for numerous companies. Prior to that, he held Vice President/Chief Information Security Officer roles at NetApp and Brooks Brother. Miller has also served as a Principal Security Advisor at Amazon Web Services where he advised financial services, health services, financial technology, and investment management companies on secure cloud computing and compliance strategies. Miller is the author of "Hacking Success," a book on information security policy and artificial intelligence. He holds a UK law degree, is a Certified Information Systems Security Professional (CISSP), and actively participates in privacy, ethics, and technology law forums.공시 • Feb 28H&R Block Launches Highly Immersive, Tax-Themed Experience Within Popular Roblox Games Mega Mansion Tycoon and Club RobloxH&R Block has launched a highly immersive, tax-themed experience within popular Roblox games Mega Mansion Tycoon and Club Roblox – the first-ever tax company to do so – for users ages 18 and older. The timing couldn’t be better as young adult Gen Z gamers may be unaware of their current tax obligations, and that their 2025 activity could trigger a 1099 form next year. H&R Block offers an immersive gaming experience that is authentically additive in the following ways: Through video ads on the platform, Roblox will feature a custom H&R Block-branded universe, launching on Feb. 28 and accessible to gamers ages 18 and up around the world through March 28, 2025; Users interact with 30-second H&R Block content in exchange for exclusive and limited-edition items for their avatars, making the gameplay experience easier and more enjoyable; A Club Roblox integration will take the H&R Block interactivity a step further. In doing so, users can engage with Max, H&R Block’s “TaxCot,” in a branded in-game tax office within the Club Roblox and Mega Mansion Tycoon games; and With Max’s help, players can complete tasks allowing them to level up – illustrating how it’s better with Block, and that H&R Block makes the tax process easy and convenient, no matter the complexity of the gamer's situation. WHY GAMING: For H&R Block, the most trusted company in tax prep, the addressable audience for potential gaming taxpayers is huge: more than half of 85M+ Roblox’s daily active users are Gen Z, engaging across community-created and brand-created content and immersive experiences. According to the U.S. Department of Labor, in late 2023, the share of Gen Zers in the workforce surpassed Baby Boomers for the first time.공시 • Feb 07H&R Block, Inc Declares Quarterly Cash Dividend, Payable on April 3, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable April 3, 2025, to shareholders of record as of March 4, 2025.공시 • Jan 22H&R Block, Inc. to Report Q2, 2025 Results on Feb 04, 2025H&R Block, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2025공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion.공시 • Nov 07H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable January 6, 2025, to shareholders of record as of December 5, 2024.공시 • Oct 25H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024H&R Block, Inc. announced that they will report Q1, 2025 results After-Market on Nov 07, 2024Upcoming Dividend • Aug 29Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Aug 22Executive Officer recently sold Mex$97m worth of stockOn the 19th of August, Tony Bowen sold around 79k shares on-market at roughly Mex$1,221 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$163m more than they bought in the last 12 months.Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BMV:HRB * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20284,195N/AN/AN/A16/30/20274,060652N/AN/A36/30/20263,910717N/AN/A43/31/20263,912739761838N/A12/31/20253,791614524606N/A9/30/20253,771613576653N/A6/30/20253,761607599681N/A3/31/20253,713565648730N/A12/31/20243,620534687767N/A9/30/20243,620587658727N/A6/30/20243,610596657721N/A3/31/20243,580641677744N/A12/31/20233,489595599660N/A9/30/20233,476564742809N/A6/30/20233,472560752822N/A3/31/20233,490481868934N/A12/31/20223,458509878942N/A9/30/20223,451541737799N/A6/30/20223,463558747809N/A3/31/20222,6674364181N/A12/31/20212,589520-38-2N/A9/30/20212,572455-38-5N/A6/30/20212,797544178209N/A4/30/20213,414588573626N/A1/31/20212,895102605668N/A10/31/20203,106206474540N/A7/31/20203,090245497572N/A4/30/20202,640627109N/A1/31/20203,163426N/A486N/A10/31/20193,112435N/A541N/A7/31/20193,100447N/A498N/A4/30/20193,095444N/A607N/A1/31/20193,155705N/A860N/A10/31/20183,175582N/A871N/A7/31/20183,167604N/A884N/A4/30/20183,160625N/A850N/A1/31/20183,095266N/A604N/A10/31/20173,058408N/A624N/A7/31/20173,049413N/A601N/A4/30/20173,036420N/A552N/A1/31/20173,006335N/A549N/A10/31/20163,029357N/A415N/A7/31/20163,026358N/A453N/A4/30/20163,038383N/A545N/A1/31/20163,042426N/A447N/A10/31/20153,077469N/A651N/A7/31/20153,083498N/A630N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HRB * 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -9.7%).수익 vs 시장: HRB * 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -9.7%).고성장 수익: HRB * 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: HRB * 의 수익(연간 3.2%)이 MX 시장(연간 6.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: HRB * 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HRB *의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/15 10:28종가2026/05/12 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스H&R Block, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexander ParisBarrington Research Associates, Inc.Jeffrey SilberBMO Capital Markets Equity ResearchMark PalmerBTIG14명의 분석가 더 보기
공시 • Feb 04H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion.
공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion.
공시 • Aug 13+ 1 more updateH&R Block, Inc. Provides Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. provided earnings guidance for the fiscal year 2026. For fiscal year, the Company expects revenue to be in the range of $3.875 billion to $3.895 billion.
공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion.
Reported Earnings • May 12Third quarter 2026 earnings released: EPS: US$6.66 (vs US$5.38 in 3Q 2025)Third quarter 2026 results: EPS: US$6.66 (up from US$5.38 in 3Q 2025). Revenue: US$2.40b (up 5.3% from 3Q 2025). Net income: US$844.5m (up 17% from 3Q 2025). Profit margin: 35% (up from 32% in 3Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Services industry in South America.
Declared Dividend • May 12Third quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 3rd June 2026 Payment date: 7th July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 4.3% over the next year. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.
공시 • May 06H&R Block, Inc. announces Quarterly dividend, payable on July 07, 2026H&R Block, Inc. announced Quarterly dividend of USD 0.4200 per share payable on July 07, 2026, ex-date on June 03, 2026 and record date on June 03, 2026.
공시 • Apr 23H&R Block, Inc. to Report Q3, 2026 Results on May 06, 2026H&R Block, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
Reported Earnings • Feb 11Second quarter 2026 earnings released: US$1.91 loss per share (vs US$1.79 loss in 2Q 2025)Second quarter 2026 results: US$1.91 loss per share. Revenue: US$198.9m (up 11% from 2Q 2025). Net loss: US$241.8m (flat on 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Services industry in South America.
Declared Dividend • Feb 11Second quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 4th March 2026 Payment date: 6th April 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.0% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 10H&R Block Enhances Tax Services with AI and Digital Tools for 2026H&R Block has announced several enhancements to its tax preparation services for the 2026 tax season. These enhancements include the introduction of AI Tax Assist, which provides clients with instant answers 24/7, and advanced AI tools for tax professionals to quickly address client questions. Additionally, the Smart Product Selector helps filers choose the appropriate DIY online support tier, while enhanced technology aids DIY filers in finding forms and maximizing deductions. These innovations are designed to blend AI-powered efficiency with the expertise of H&R Block's tax professionals, providing a sophisticated yet accessible filing experience for all taxpayers.
공시 • Feb 06H&R Block, Inc. Announces Quarterly Cash Dividend, Payable on April 6, 2026H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable April 6, 2026, to shareholders of record as of March 4, 2026. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962.
공시 • Feb 04H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion.
공시 • Jan 23H&R Block, Inc. Announces Board and Committee Appointments, Effective January 20, 2026H&R Block, Inc. appointed three new members to its Board of Directors: Geralyn R. Breig, former President of Revlon North America; Christian H. Charnaux, Chief Development Officer of Hilton Worldwide Holdings, Inc.; and Stephanie C. Plaines, former CFO of JCPenney, effective January 20, 2026. Geralyn Breig brings extensive consumer brand leadership that supports H&R Block's ongoing evolution of the client experience. She most recently served as President of Revlon North America, where she drove strategic growth initiatives, strengthened organizational capabilities, and expanded innovation pipelines. Her 40-year career includes serving as Chief Executive Officer of AnytownUSA, President of Clarks Americas, and President of Avon North America. Christian Charnaux has a history of success in scaling complex organizations and driving strategic growth, key strengths for H&R Block’s expansion of client delivery platforms. He currently serves as Chief Development Officer for Hilton, leading global development, architecture, design and construction. Prior to rejoining Hilton, Charnaux served as Chief Growth Officer for Inspire Brands, where he led more than $18 billion in acquisitions and integration efforts across a multi-brand restaurant company with over 33,000 locations worldwide. Stephanie Plaines is a former CFO, experienced board member, and accomplished executive whose expertise in finance, operations, and corporate strategy supports H&R Block's next chapter of growth. She currently serves as a Director for The Clorox Company and sits on its Audit Committee. Plaines brings broad experience across consumer staples, retail, e-commerce, real estate, and investment banking, with deep proficiency in omnichannel and digital business models. Her distinguished 30-year career includes serving as CFO of JCPenney, CFO of Jones Lang LaSalle, and U.S. CFO for Starbucks Corporation. The Board has appointed Mr. Charnaux and Ms. Plaines to the Audit Committee of the Board and Ms. Breig to the Compensation Committee and Governance and Nominating Committee of the Board.
공시 • Jan 21H&R Block, Inc. to Report Q2, 2026 Results on Feb 03, 2026H&R Block, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2026
공시 • Jan 09H&R Block Tax Pro Review Free for New Clients with Purchase of Diy ProductsH&R Block announced it will include Tax Pro Review services at no additional cost in its paid DIY online tax products for new clients through February 15. This offer supports digital-first filers while leveraging the company's 70-year legacy of professional tax expertise. The One Big Beautiful Bill Act and other 2025 tax code changes introduce a greater level of complexity. H&R Block is well-positioned to provide expert guidance at each stage of the filing process, regardless of how clients choose to file, delivering a true omni-channel experience, from a fully DIY journey to a completely assisted filing with a tax professional in one of 10,000 retail offices. Tax Pro Review enables DIY filers to complete their returns independently online, then submit to an H&R Block tax professional for comprehensive review of the return and source documents--identifying any errors, optimization opportunities, and potential audit triggers before filing. Upon completion of the review, the tax professional signs and submits the return, just as they would with a traditionally prepared filing. The hybrid model addresses a critical market gap: consumers want digital efficiency but seek professional confidence. H&R Block's digital ecosystem now offers: AI Tax Assist: GenAI experience designed to answer tax questions, enabled by OpenAI models; Unlimited Expert Help: Access to human expertise at no added cost with the paid DIY option; Tax Pro Review: Human expert validation before filing (in included at no additional cost through February 15, with a paid DIY product); Tax Calculators: Real-time refund estimation tools. Tax Pro Review is an option that allows DIY filers to access H&R Block's knowledgeable tax experts to double-check completed tax returns to ensure that everything was completed correctly and make sure clients receive every credit and deduction they deserve. This option will be accessible free of charge through February 15, 2026, for new clients who opt to use H&R Block's online paid DIY products.
공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion.
공시 • Nov 05H&R Block, Inc. Declares Quarterly Cash Dividend, Payable January 6, 2026H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 per share, payable January 6, 2026, to shareholders of record as of December 4, 2025.
공시 • Oct 30+ 1 more updateH&R Block, Inc. Announces Retirement of Jeffrey J. Jones Ii as President and A DirectorH&R Block, Inc. announced the retirement of Jeffrey J. Jones II as President and a director.
공시 • Oct 24H&R Block, Inc. to Report Q1, 2026 Results on Nov 06, 2025H&R Block, Inc. announced that they will report Q1, 2026 results After-Market on Nov 06, 2025
공시 • Sep 25H&R Block, Inc., Annual General Meeting, Nov 05, 2025H&R Block, Inc., Annual General Meeting, Nov 05, 2025.
Board Change • Sep 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Aug 18Fourth quarter dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 4th September 2025 Payment date: 6th October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 17Full year 2025 earnings released: EPS: US$4.47 (vs US$4.20 in FY 2024)Full year 2025 results: EPS: US$4.47 (up from US$4.20 in FY 2024). Revenue: US$3.76b (up 4.2% from FY 2024). Net income: US$606.7m (up 1.9% from FY 2024). Profit margin: 16% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in South America.
Board Change • Aug 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Aug 13+ 1 more updateH&R Block, Inc. Provides Earnings Guidance for the Fiscal Year 2026H&R Block, Inc. provided earnings guidance for the fiscal year 2026. For fiscal year, the Company expects revenue to be in the range of $3.875 billion to $3.895 billion.
공시 • Aug 12+ 1 more updateH&R Block, Inc. Announces Executive and Board Changes, Effective as of December 31, 2025On August 7, 2025, Jeffrey J. Jones II notified the Board of Directors of H&R Block Inc. of his intention to retire as President of the Company, effective as of December 31, 2025. Mr. Jones will also retire from the Board of the Company, effective on December 31, 2025 assuming his reelection to the Board at the Company’s upcoming 2025 annual meeting of shareholders. Mr. Jones’ decision to retire was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Following his retirement on December 31, 2025, Mr. Jones will remain an employee of the Company in a Strategic Advisor role until September 2, 2026. The Board has appointed Curtis A. Campbell, currently the Company's President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones as President, effective immediately upon Mr. Jones’ retirement. The Company intends to renominate Mr. Jones for election to the Board at the 2025 Annual Meeting and, assuming he is reelected, subsequently appoint Mr. Campbell to the Board to fill the vacancy created immediately upon Mr. Jones’ retirement. Mr. Campbell, age 52, joined the Company as President, Global Consumer Tax and Chief Product Officer in May 2024. Prior to that, he served as the Chief Executive Officer of TaxAct, where he ran TaxAct from 2018 until it was sold by Blucora, Inc. in 2022. He continued to lead TaxAct after the sale until 2023. Prior to TaxAct, Mr. Campbell served Capital One Financial Corporation as Managing Vice President from 2017 to 2018. He also served in Vice President roles at Intuit Inc, leading Product Management and Strategy from 2014 to 2017. Mr. Campbell serves on the Board of Directors of Jack Henry & Associates, Inc., a Nasdaq-listed financial technology company.
공시 • Aug 07H&R Block, Inc. Announces Executive AppointmentsH&R Block, Inc. announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company’s transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology. Lenhart leads the company’s engineering teams in building scalable, product-driven solutions aligned with H&R Block’s consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max. Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University. Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience. Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business.
공시 • Jul 30H&R Block, Inc. to Report Q4, 2025 Results on Aug 12, 2025H&R Block, Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025
공시 • May 07H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable July 3, 2025, to shareholders of record as of June 4, 2025.
공시 • Apr 24H&R Block, Inc. to Report Q3, 2025 Results on May 07, 2025H&R Block, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025
공시 • Apr 03H&R Block, Inc. Announces Changes to Board Chairman, Effective April 1, 2025H&R Block announced that the company’s Board of Directors has unanimously elected Richard A. Johnson as the new Chairman of the Board, effective April 1, 2025. Johnson joined the H&R Block Board of Directors in 2015 and is a member of the Audit and Compensation Committees. He succeeds Robert A. Gerard, who has served as Chairman since 2011. Johnson spent much of his business career at Foot Locker, completing his service as President, Chief Executive Officer, and Chairman of the Board. Johnson also serves on the Board of Directors of Build-A-Bear Workshop, Inc. and Graebel Companies, Inc., and on the Chancellor’s National Leadership Council at the University of Wisconsin, Eau Claire.
공시 • Mar 25H&R Block, Inc. Names Phillip Miller as Chief Information Security Officer, effective March 31, 2025H&R Block, Inc. announced that Phillip Miller will join the company as the new Vice President and Chief Information Security Officer (CISO) as of March 31. Miller brings over 15 years of executive security experience across retail, manufacturing, and technology sectors. Miller has built and maintained strategic programs for companies to meet security, legal, privacy and regulatory frameworks. Most recently, Phillip founded Qurple, LLC, where he served as an advisor and consultant for numerous companies. Prior to that, he held Vice President/Chief Information Security Officer roles at NetApp and Brooks Brother. Miller has also served as a Principal Security Advisor at Amazon Web Services where he advised financial services, health services, financial technology, and investment management companies on secure cloud computing and compliance strategies. Miller is the author of "Hacking Success," a book on information security policy and artificial intelligence. He holds a UK law degree, is a Certified Information Systems Security Professional (CISSP), and actively participates in privacy, ethics, and technology law forums.
공시 • Feb 28H&R Block Launches Highly Immersive, Tax-Themed Experience Within Popular Roblox Games Mega Mansion Tycoon and Club RobloxH&R Block has launched a highly immersive, tax-themed experience within popular Roblox games Mega Mansion Tycoon and Club Roblox – the first-ever tax company to do so – for users ages 18 and older. The timing couldn’t be better as young adult Gen Z gamers may be unaware of their current tax obligations, and that their 2025 activity could trigger a 1099 form next year. H&R Block offers an immersive gaming experience that is authentically additive in the following ways: Through video ads on the platform, Roblox will feature a custom H&R Block-branded universe, launching on Feb. 28 and accessible to gamers ages 18 and up around the world through March 28, 2025; Users interact with 30-second H&R Block content in exchange for exclusive and limited-edition items for their avatars, making the gameplay experience easier and more enjoyable; A Club Roblox integration will take the H&R Block interactivity a step further. In doing so, users can engage with Max, H&R Block’s “TaxCot,” in a branded in-game tax office within the Club Roblox and Mega Mansion Tycoon games; and With Max’s help, players can complete tasks allowing them to level up – illustrating how it’s better with Block, and that H&R Block makes the tax process easy and convenient, no matter the complexity of the gamer's situation. WHY GAMING: For H&R Block, the most trusted company in tax prep, the addressable audience for potential gaming taxpayers is huge: more than half of 85M+ Roblox’s daily active users are Gen Z, engaging across community-created and brand-created content and immersive experiences. According to the U.S. Department of Labor, in late 2023, the share of Gen Zers in the workforce surpassed Baby Boomers for the first time.
공시 • Feb 07H&R Block, Inc Declares Quarterly Cash Dividend, Payable on April 3, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable April 3, 2025, to shareholders of record as of March 4, 2025.
공시 • Jan 22H&R Block, Inc. to Report Q2, 2025 Results on Feb 04, 2025H&R Block, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2025
공시 • Nov 08H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion.
공시 • Nov 07H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable January 6, 2025, to shareholders of record as of December 5, 2024.
공시 • Oct 25H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024H&R Block, Inc. announced that they will report Q1, 2025 results After-Market on Nov 07, 2024
Upcoming Dividend • Aug 29Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Aug 22Executive Officer recently sold Mex$97m worth of stockOn the 19th of August, Tony Bowen sold around 79k shares on-market at roughly Mex$1,221 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$163m more than they bought in the last 12 months.
Board Change • Aug 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.