H&R Block, Inc.

NYSE:HRB Stok Raporu

Piyasa değeri: US$4.9b

H&R Block Yönetim

Yönetim kriter kontrolleri 2/4

H&R Block CEO'su Curtis Campbell, Jan2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 2.75M olup, şirket hissesi ve opsiyonları dahil olmak üzere 22.8% maaş ve 77.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.003% ine doğrudan sahiptir ve bu hisseler $ 140.50K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.8 yıl ve 5.1 yıldır.

Anahtar bilgiler

Curtis Campbell

İcra Kurulu Başkanı

US$2.7m

Toplam tazminat

CEO maaş yüzdesi22.81%
CEO görev süresiless than a year
CEO sahipliği0.003%
Yönetim ortalama görev süresi1.8yrs
Yönetim Kurulu ortalama görev süresi5.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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).
Seeking Alpha May 10

H&R Block: Even After The 26% Pop, This High Dividend Stock Remains Undervalued

Summary H&R Block remains a compelling long-term buy, trading at just 7x forward earnings despite double-digit EPS growth. HRB's Q3 FY2026 delivered a triple beat: EPS, revenue, and guidance all exceeded expectations, driving a 26% share price surge. Shareholder yield approaches 13% through aggressive buybacks and a 4.55% dividend, with further dividend increases likely in August. AI disruption fears appear overblown; HRB's capital allocation and focus on complex returns underpin resilience and sustained profitability. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Anlatı 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.

CEO Tazminat Analizi

Curtis Campbell'un ücretlendirmesi H&R Block'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$739m

Dec 31 2025n/an/a

US$614m

Sep 30 2025n/an/a

US$613m

Jun 30 2025US$3mUS$627k

US$607m

Mar 31 2025n/an/a

US$565m

Dec 31 2024n/an/a

US$534m

Sep 30 2024n/an/a

US$587m

Jun 30 2024US$672kUS$54k

US$596m

Tazminat ve Piyasa: Curtis 'nin toplam tazminatı ($USD 2.75M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.38M ).

Tazminat ve Kazançlar: Curtis 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Curtis Campbell (51 yo)

less than a year
Görev süresi
US$2,747,593
Tazminat

Mr. Curtis A. Campbell is CEO & President of H&R Block, Inc. from January 01, 2026 and serves as its Director since November 6, 2025 and served as its Chief Product Officer and President of Global Consumer...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Curtis Campbell
CEO, President & Directorless than a yearUS$2.75m0.0029%
$ 140.5k
Tiffany Mason
Chief Financial Officer1.8yrsUS$2.36m0.0011%
$ 53.7k
Scott Manuel
Chief Strategy & Operations Officer1.8yrsUS$2.43m0.0014%
$ 68.0k
Dara Redler
Chief Legal & Administrative Officer4.3yrsUS$2.26m0.017%
$ 826.7k
Jeffrey Jones
Strategic Advisorless than a yearUS$10.97m0.68%
$ 33.5m
April Wasleski
Principal Accounting Officerless than a yearVeri yokVeri yok
Jason Lenhart
Senior VP & CTOless than a yearVeri yokVeri yok
Alan Lowden
Chief Information Officerno dataVeri yokVeri yok
Michaella Gallina
Vice President of Investor Relationsno dataVeri yokVeri yok
Alicia Chrapaty
Chief Marketing Officerno dataVeri yokVeri yok
Tiffany Scalzitti-Monroe
Chief People & Culture Officer8.2yrsVeri yokVeri yok
Colby Brown
Vice President and Corporate Controller15.7yrsVeri yokVeri yok
1.8yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: HRB 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Curtis Campbell
CEO, President & Directorless than a yearUS$2.75m0.0029%
$ 140.5k
Victoria Reich
Independent Director14.7yrsUS$326.81k0.0035%
$ 174.5k
Geralyn Breig
Directorless than a yearVeri yokVeri yok
Matthew Winter
Independent Director8.5yrsUS$326.81kVeri yok
Robert Gerard
Independent Director18.7yrsUS$506.38k0.025%
$ 1.2m
Mia Mends
Independent Director5.1yrsUS$308.81kVeri yok
Richard Johnson
Independent Chairman10.7yrsUS$311.81k0.0079%
$ 389.0k
Sean Cohan
Independent Director5.1yrsUS$299.31kVeri yok
Anuradha Gupta
Independent Director6.5yrsUS$311.81kVeri yok
Christian Charnaux
Directorless than a yearVeri yokVeri yok
Stephanie Plaines
Directorless than a yearVeri yokVeri yok
5.1yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HRB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 11:37
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

H&R Block, Inc. 17 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Alexander ParisBarrington Research Associates, Inc.
Jeffrey SilberBMO Capital Markets Equity Research
Mark PalmerBTIG