H&R Block Inkomsten in het verleden
Verleden criteriumcontroles 5/6
H&R Block heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 6.7%, terwijl de Consumer Services-industrie de winst zag groeien met 28.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 6.9%. Het rendement op eigen vermogen van H&R Block is 626.7%, en het heeft een nettomarge van 18.6%.
Belangrijke informatie
6.73%
Groei van de winst
13.72%
Groei van de winst per aandeel
| Consumer Services Groei van de industrie | 20.27% |
| Inkomstengroei | 6.85% |
| Rendement op eigen vermogen | 626.72% |
| Nettomarge | 18.57% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Sep 03
HRB: Raised Guidance And Buybacks Will Shape Measured Upside Potential
Analysts have lifted their price expectations for H&R Block, with the updated fair value estimate moving from about $42 to roughly $50.67. This is supported by recent target increases that reflect Q4 outperformance, higher long term guidance, and a view that profitability and revenue trends may justify a slightly higher forward P/E multiple despite ongoing structural and competitive concerns.
Narratiefupdate • Aug 14
HRB: AI Disruption And DIY Pressure Will Restrain Future Return Potential
Analysts now see fair value for H&R Block at $33, up from $29, reflecting updated views on revenue growth, profitability, and forward P/E based on recent Q4 results, FY27 guidance, and mixed opinions on long term structural risks in the tax prep market. Analyst Commentary Recent Street research on H&R Block highlights a wide range of opinions, even as Q4 results and FY27 guidance informed new valuation work.Seeking Alpha • Aug 13
H&R Block: Potential To Double, Even After The Run-Up (Q4 Review)
Summary H&R Block remains a compelling 'Buy,' with strong fundamentals, robust cash flow, and consistent operational execution despite a 73% rally since April. Q4 saw revenue of $1.15 billion (+3.6% y/y), EBITDA margin improvement to 26.8%, and adjusted EPS of $5.31 (+14% y/y), all exceeding consensus. Management’s FY27 guidance implies further margin expansion and higher-quality revenue, targeting higher-income households for sustained profitability. Despite AI disruption fears and 14% short interest, HRB trades at a deep discount to intrinsic value ($114/share), supporting continued accumulation. Read the full article on Seeking AlphaNarratiefupdate • Jul 29
HRB: Raised Guidance And Easing AI Fears Will Shape Measured Upside Potential
Analysts have lifted their fair value estimate for H&R Block from $39.50 to $42.00, citing recent estimate beats, guidance updates, easing concerns around AI risk, and expectations that the stock's P/E multiple could move closer to its historical average. They also continue to flag uncertainty around the timing and extent of any potential multiple recovery.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.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).
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.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.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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe H&R Block geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 3,945 | 733 | 841 | 0 |
| 31 Mar 26 | 3,912 | 739 | 831 | 0 |
| 31 Dec 25 | 3,791 | 614 | 831 | 0 |
| 30 Sep 25 | 3,771 | 613 | 831 | 0 |
| 30 Jun 25 | 3,761 | 607 | 847 | 0 |
| 31 Mar 25 | 3,713 | 565 | 846 | 0 |
| 31 Dec 24 | 3,620 | 534 | 847 | 0 |
| 30 Sep 24 | 3,620 | 587 | 835 | 0 |
| 30 Jun 24 | 3,610 | 596 | 814 | 0 |
| 31 Mar 24 | 3,580 | 641 | 783 | 0 |
| 31 Dec 23 | 3,489 | 595 | 798 | 0 |
| 30 Sep 23 | 3,476 | 564 | 802 | 0 |
| 30 Jun 23 | 3,472 | 560 | 800 | 0 |
| 31 Mar 23 | 3,490 | 481 | 845 | 0 |
| 31 Dec 22 | 3,458 | 509 | 844 | 0 |
| 30 Sep 22 | 3,451 | 541 | 840 | 0 |
| 30 Jun 22 | 3,463 | 558 | 837 | 0 |
| 31 Mar 22 | 2,667 | 436 | 590 | 0 |
| 31 Dec 21 | 2,589 | 520 | 582 | 0 |
| 30 Sep 21 | 2,572 | 455 | 580 | 0 |
| 30 Jun 21 | 2,797 | 544 | 594 | 0 |
| 30 Apr 21 | 3,414 | 588 | 802 | 0 |
| 31 Jan 21 | 2,895 | 102 | 730 | 0 |
| 31 Oct 20 | 3,106 | 206 | 748 | 0 |
| 31 Jul 20 | 3,090 | 245 | 761 | 0 |
| 30 Apr 20 | 2,640 | 6 | 744 | 0 |
| 31 Jan 20 | 3,163 | 426 | 793 | 0 |
| 31 Oct 19 | 3,112 | 435 | 770 | 0 |
| 31 Jul 19 | 3,100 | 447 | 733 | 0 |
| 30 Apr 19 | 3,095 | 444 | 722 | 0 |
| 31 Jan 19 | 3,155 | 705 | 691 | 0 |
| 31 Oct 18 | 3,175 | 582 | 675 | 0 |
| 31 Jul 18 | 3,167 | 604 | 679 | 0 |
| 30 Apr 18 | 3,160 | 625 | 668 | 0 |
| 31 Jan 18 | 3,095 | 266 | 702 | 0 |
| 31 Oct 17 | 3,058 | 408 | 705 | 0 |
| 31 Jul 17 | 3,049 | 413 | 686 | 0 |
| 30 Apr 17 | 3,036 | 420 | 676 | 0 |
| 31 Jan 17 | 3,006 | 335 | 625 | 0 |
| 31 Oct 16 | 3,029 | 357 | 638 | 0 |
| 31 Jul 16 | 3,026 | 358 | 662 | 0 |
| 30 Apr 16 | 3,038 | 383 | 719 | 0 |
| 31 Jan 16 | 3,042 | 426 | 647 | 0 |
| 31 Oct 15 | 3,077 | 469 | 637 | 0 |
Kwaliteitswinsten: HRB heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (18.6%) HRB } zijn hoger dan vorig jaar (16.1%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van HRB is de afgelopen 5 jaar met 6.7% per jaar gegroeid.
Versnelling van de groei: De winstgroei van HRB over het afgelopen jaar ( 20.8% ) overtreft het 5-jarig gemiddelde ( 6.7% per jaar).
Winst versus industrie: De winstgroei HRB over het afgelopen jaar ( 20.8% ) overtrof de Consumer Services -sector 12.7%.
Rendement op eigen vermogen
Hoge ROE: Hoewel het rendement op eigen vermogen ( 626.72% ) van HRB uitstekend is, is deze metriek vertekend vanwege hun hoge schuldenniveau.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/15 21:04 |
| Aandelenkoers aan het einde van de dag | 2026/09/15 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
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 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. 4 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 |