H&R Block (HRB) Aandelenoverzicht
H&R Block, Inc. biedt via haar dochterondernemingen ondersteunde en doe-het-zelf (DIY) belastingaangifte voorbereidingsdiensten aan in de Verenigde Staten, Canada en Australië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
HRB Community Fair Values
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Analyst Price Targets
H&R Block, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$41.14 |
| 52 Week Hoogtepunt | US$56.76 |
| 52 Week Laag | US$28.16 |
| Bèta | 0.38 |
| 1 maand verandering | 13.65% |
| 3 maanden verandering | 28.76% |
| 1 Jaar Verandering | -26.11% |
| 3 jaar verandering | 20.86% |
| 5 jaar verandering | 71.49% |
| Verandering sinds IPO | 4,867.85% |
Recent nieuws en updates
Narratiefupdate • Jul 07
HRB: Lower Profitability Expectations Will Restrain Returns Despite Strong AI Tailwinds
Analysts have trimmed their price target on H&R Block from $32.00 to $29.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that collectively point to a more conservative outlook on the stock. What’s in the News for H&R Block H&R Block reported strong Q3 fiscal 2026 results, with performance supported by higher net average charges and increased contribution from its assisted tax preparation segment.Seeking Alpha • Jul 05
H&R Block: Solid Rock And Trading At A Discount
Summary H&R Block delivered a strong quarter with 6% EBITDA growth and 5.3% revenue growth, defying AI disruption fears. HRB's assisted tax segment had its best performance in 3 years. Overall volume decline was primarily free filers; paid filers declined less than 1%. Expense management and potential divestiture of underperforming units like Wave, Block Advisors, and Spruce could further enhance HRB's outlook. H&R Block is about to execute a $400 million repurchase which could retire 9% of the float in the next 6 months. H&R Block could return back to the mid $50's or higher by the end of the year. Read the full article on Seeking Alpha
Narratiefupdate • Jun 23
HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.Narratiefupdate • Jun 06
HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook
Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).Recent updates
Narratiefupdate • Jul 07
HRB: Lower Profitability Expectations Will Restrain Returns Despite Strong AI Tailwinds
Analysts have trimmed their price target on H&R Block from $32.00 to $29.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that collectively point to a more conservative outlook on the stock. What’s in the News for H&R Block H&R Block reported strong Q3 fiscal 2026 results, with performance supported by higher net average charges and increased contribution from its assisted tax preparation segment.Seeking Alpha • Jul 05
H&R Block: Solid Rock And Trading At A Discount
Summary H&R Block delivered a strong quarter with 6% EBITDA growth and 5.3% revenue growth, defying AI disruption fears. HRB's assisted tax segment had its best performance in 3 years. Overall volume decline was primarily free filers; paid filers declined less than 1%. Expense management and potential divestiture of underperforming units like Wave, Block Advisors, and Spruce could further enhance HRB's outlook. H&R Block is about to execute a $400 million repurchase which could retire 9% of the float in the next 6 months. H&R Block could return back to the mid $50's or higher by the end of the year. Read the full article on Seeking AlphaNarratiefupdate • Jun 23
HRB: Stronger Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have maintained their H&R Block fair value estimate at $39.50, making only minor adjustments to assumptions such as the discount rate and future P/E multiple that inform the updated price target narrative. What’s in the News for H&R Block H&R Block reported Q1 revenues up 5.3% year on year, with results coming in 2.5% above analyst expectations, according to recent coverage of specialized consumer services stocks.Narratiefupdate • Jun 06
HRB: Future Tax Technology And Buybacks Will Shape Balanced Return Outlook
Analysts have adjusted their price target on H&R Block from $41.00 to $39.50, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple in their models. What's in the News Recent coverage highlights that H&R Block shares moved up 26.1% over the past three months, with the stock outperforming its industry over that period, according to Zacks (source: Zacks, June 1, 2026).
Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...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 AlphaRendement voor aandeelhouders
| HRB | US Consumer Services | US Markt | |
|---|---|---|---|
| 7D | 5.2% | -2.6% | 0.8% |
| 1Y | -26.1% | -17.4% | 20.5% |
Rendement versus industrie: HRB presteerde slechter dan de US Consumer Services -sector, die het afgelopen jaar een rendement van -17.4 % opleverde.
Rendement versus markt: HRB presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.5 % opleverde.
Prijsvolatiliteit
| HRB volatility | |
|---|---|
| HRB Average Weekly Movement | 8.4% |
| Consumer Services Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: HRB heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van HRB is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1955 | 4,300 | Curtis Campbell | www.hrblock.com |
H&R Block, Inc. biedt via haar dochterondernemingen ondersteunde en doe-het-zelf (DIY) belastingaangifte voorbereidingsdiensten aan in de Verenigde Staten, Canada en Australië. Het bedrijf biedt ook Refund Transfers aan, waarmee klanten hun belastingteruggaven kunnen ontvangen via de door hen gekozen methode van uitbetaling; Peace of Mind extended service plans, dat klanten vertegenwoordigt bij een controle en de kosten op zich neemt; H&R Block Emerald Prepaid Mastercard en Spruce, wat debetkaarten zijn die gebruikt kunnen worden voor dagelijkse aankopen en geldautomaatopnames; H&R Block Emerald Advance termijnleningen; Tax Identity Shield dat klanten hulp biedt bij het beschermen van hun belastingidentiteit en toegang biedt tot diensten om hun belastingidentiteit te helpen herstellen; refund advance loans; en H&R Block Instant Refund. Daarnaast biedt het bedrijf financiële oplossingen voor kleine bedrijven om hun financiën te beheren, waaronder betalingsverwerking, salarisadministratie en boekhouddiensten.
H&R Block, Inc. Samenvatting
| HRB fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.19b |
| Inkomsten(TTM) | US$738.70m |
| Inkomsten(TTM) | US$3.91b |
7.1x
Koers/Winstverhouding1.3x
P/S-verhoudingIs HRB overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| HRB resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.91b |
| Kosten van inkomsten | US$2.18b |
| Brutowinst | US$1.73b |
| Overige uitgaven | US$994.02m |
| Inkomsten | US$738.70m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 5.83 |
| Brutomarge | 44.30% |
| Nettowinstmarge | 18.89% |
| Schuld/Eigen Vermogen Verhouding | -6,117.4% |
Hoe presteerde HRB op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
4.1%
Huidig dividendrendement29%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/15 10:56 |
| Aandelenkoers aan het einde van de dag | 2026/07/15 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
H&R Block, Inc. wordt gevolgd door 17 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Alexander Paris | Barrington Research Associates, Inc. |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Mark Palmer | BTIG |