XNYS • Technology

H&R Block, Inc. (HRB)

SERVICES-PERSONAL SERVICES · ONE H&R BLOCK WAY, KANSAS CITY, MO, 64105

XNYSstockActive listing
47.37
-1.30 (-2.67%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close48.67
Open48.26
Day range47.33 – 48.72
52-week range28.16 – 58.67
Volume1,453,625
Market cap5.4B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$56$49$41$34$26Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

H&R Block, Inc. (HRB): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for H&R Block, Inc. (HRB) is 47.37, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively. Stored fundamentals include 11 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (43.55, 47.09, and 38.89). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H47.66+0.62%neutral82
7D48.47+2.31%bullish82
30D50.31+6.20%bullish82
90D53.15+12.20%bullish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202743.7443.6743.821.35%67long-term-neutral
203047.0545.9748.152.18%66long-term-positive
203556.4451.6461.643.03%65long-term-positive
204069.6658.8582.303.48%62long-term-positive
2050106.8876.71148.253.85%58long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Cash & equivalents958.71MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets3.26BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities3.14BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity117.49MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets1.13BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities993.43MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow251.98MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure15.47MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow236.51MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Market cap5.4BMarket value of outstanding shares, not the same as enterprise value.
52-week high58.67Highest stored price over the rolling year; not a fair-value estimate.
52-week low28.16Lowest stored price over the rolling year; not a support guarantee.
Average volume1,453,625Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)59.96Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2043.55Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5047.09Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10043.43Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20038.89Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2045.03Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5044.96Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20042.99Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.44Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.4Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.84Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper48.25Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle43.55Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower38.84Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic79.45Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal89.30795839725658Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-20.55Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI153.14Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI84.52Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+11.93%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-10.44MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum12.79Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+39.51%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.5Average true range estimates recent price movement size, not direction.
ADX31.5Measures trend strength, not whether the trend is bullish or bearish.
Support level39.50Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level49.24Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendbullishInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q4quarterly———————958.71M3.26B3.14B0117.49M———3spread
Jun 30, 2026cash flowFY-2026-Q4annual————————————838.7M82.61M756.08M3spread
Jun 30, 2026cash flowFY-2026-Q4quarterly————————————251.98M15.47M236.51M3spread
Mar 31, 2026balance sheetFY-2026-Q3quarterly———————867.01M3.39B3.42B05.37M———3spread
Mar 31, 2026cash flowFY-2026-Q3quarterly————————————1.56B18.41M1.54B3spread
Dec 31, 2025balance sheetFY-2026-Q2quarterly———————349.19M2.93B3.75B0-793.33M———3spread
Dec 31, 2025cash flowFY-2026-Q2quarterly————————————-613.95M35.55M-649.5M3spread
Dec 31, 2025cash flowFY-2026-Q2annual————————————-970.79M48.74M-1.02B3spread
Sep 30, 2025balance sheetFY-2026-Q1quarterly———————376.41M2.62B3.17B0-520.82M———3spread
Sep 30, 2025cash flowFY-2026-Q1quarterly————————————-356.84M13.19M-370.03M3spread
Jun 30, 2025balance sheetFY-2025-Q4quarterly———————983.28M3.26B3.18B088.9M———3spread
Jun 30, 2025cash flowFY-2025-Q4annual————————————680.88M82.03M598.85M3spread
Jun 30, 2025cash flowFY-2025-Q4quarterly————————————251.56M10.25M241.31M3spread
Mar 31, 2025balance sheetFY-2025-Q3quarterly———————772.95M3.25B3.44B0-162.35M———3spread
Mar 31, 2025cash flowFY-2025-Q3quarterly————————————1.32B22.67M1.3B3spread
Dec 31, 2024balance sheetFY-2025-Q2quarterly———————320.05M2.71B3.58B0-841.94M———3spread
Dec 31, 2024cash flowFY-2025-Q2annual————————————-895.64M49.12M-944.75M3spread
Dec 31, 2024cash flowFY-2025-Q2quarterly————————————-567.06M30.38M-597.44M3spread
Sep 30, 2024balance sheetFY-2025-Q1quarterly———————415.86M2.55B2.92B0-337.49M———3spread
Sep 30, 2024cash flowFY-2025-Q1quarterly————————————-328.58M18.74M-347.32M3spread
Jun 30, 2024balance sheetFY-2024-Q4quarterly———————1.05B3.22B3.13B090.59M———3spread
Jun 30, 2024cash flowFY-2024-Q4annual————————————720.86M63.68M657.18M3spread
Jun 30, 2024cash flowFY-2024-Q4quarterly————————————300.6M9.85M290.75M3spread
Mar 31, 2024balance sheetFY-2024-Q3quarterly———————794.62M3.21B3.34B0-98.42M———3spread
Mar 31, 2024cash flowFY-2024-Q3quarterly————————————420.26M53.83M366.43M3spread
Dec 31, 2023balance sheetFY-2024-Q2quarterly———————321.01M2.78B3.55B0-741.26M———3spread
Dec 31, 2023cash flowFY-2024-Q2annual————————————-942.17M32.71M-974.87M3spread
Dec 31, 2023cash flowFY-2024-Q2quarterly————————————-607.18M19.79M-626.97M3spread
Sep 30, 2023balance sheetFY-2024-Q1quarterly———————426.99M2.51B2.86B0-313.14M———3spread
Sep 30, 2023cash flowFY-2024-Q1quarterly————————————-334.99M12.92M-347.91M3spread
Jun 30, 2023balance sheetFY-2023-Q4quarterly———————986.98M3.07B3.04B032.06M———3spread
Jun 30, 2023cash flowFY-2023-Q4quarterly————————————323.46M13.04M310.42M3spread
Jun 30, 2023cash flowFY-2023-Q4annual————————————821.84M69.7M752.14M3spread
Mar 31, 2023balance sheetFY-2023-Q3quarterly———————909.08M3.16B3.19B0-3.27M———3spread
Mar 31, 2023cash flowFY-2023-Q3quarterly————————————1.28B15.17M1.26B3spread
Dec 31, 2022balance sheetFY-2023-Q2quarterly———————264.46M2.59B3.24B0-643.48M———3spread
Dec 31, 2022cash flowFY-2023-Q2annual————————————-780.46M41.5M-821.95M3spread
Dec 31, 2022cash flowFY-2023-Q2quarterly————————————-458.79M25.33M-484.13M3spread
Sep 30, 2022balance sheetFY-2023-Q1quarterly———————322.82M2.56B2.82B0-264.99M———3spread
Sep 30, 2022cash flowFY-2023-Q1quarterly————————————-321.67M16.16M-337.83M3spread
Jun 30, 2022balance sheetFY-2022-Q4quarterly———————885.02M3.27B3.06B0211.63M———3spread
Jun 30, 2022cash flowFY-2022-Q4annual————————————808.54M61.96M746.58M3spread
Jun 30, 2022cash flowFY-2022-Q4quarterly————————————435.41M9.24M426.17M3spread
Mar 31, 2022balance sheetFY-2022-Q3quarterly———————1.04B3.78B3.74B044.86M———3spread
Mar 31, 2022cash flowFY-2022-Q3quarterly————————————373.13M52.72M320.41M3spread
Dec 31, 2021balance sheetFY-2022-Q2quarterly———————336.25M3.1B3.47B0-372.66M———3spread
Dec 31, 2021cash flowFY-2022-Q2annual————————————-913.57M39.37M-952.94M3spread
Dec 31, 2021cash flowFY-2022-Q2quarterly————————————-600.95M23.75M-624.7M3spread
Sep 30, 2021balance sheetFY-2022-Q1quarterly———————891.74M3.37B3.35B015.53M———3spread
Sep 30, 2021cash flowFY-2022-Q1quarterly————————————-312.62M15.62M-328.24M3spread
Jun 30, 2021balance sheetFY-2021-Q4quarterly———————1.43B4.01B3.63B0388.06M———3spread
Jun 30, 2021cash flowFY-2021-Q4quarterly————————————0003spread
Apr 30, 2021balance sheetFY-2021-Q3quarterly———————934.25M3.65B3.3B0352.4M———3spread
Apr 30, 2021cash flowFY-2021-Q4annual————————————625.93M52.79M573.14M3spread
Jan 31, 2021cash flowFY-2021-Q3quarterly————————————-645.94M21.41M-667.35M3spread
Dec 31, 2020cash flowFY-2021-Q2annual————————————-702.84M34.75M-737.59M3spread
Sep 30, 2020cash flowFY-2021-Q1quarterly————————————-98.6M13.39M-111.98M3spread
Apr 30, 2020balance sheetFY-2020-Q3quarterly———————2.66B5.11B5.04B071.04M———3spread
Apr 30, 2020balance sheetFY-2020-Q4quarterly———————2.66B5.11B5.04B071.04M———3spread
Apr 30, 2020cash flowFY-2020-Q4annual————————————108.96M81.69M27.28M3spread

Financial metric history

No verified records available for this section yet.

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 14, 2026FY5.66—3.95B—
May 6, 2026Q36.60—2.4B—
Feb 5, 2026Q2——198.87M—
Nov 6, 2025Q1——203.55M—
Aug 15, 2025FY4.39—3.76B—
May 7, 2025Q35.31—2.28B—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

Enterprise value4.44B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

Zacks Investment ResearchOct 19, 2026

H&R Block Gains From Tax Resilience & AI Amid Volume Pressures

H&R Block reported strong FY26 results with assisted tax revenues up 6.1% and Wave growing 12.3%, supported by AI-driven efficiencies that boosted EBITDA 8.3% and adjusted EPS 13.9% to $5.31. However, the company faces headwinds from declining DIY volumes (-5.6%), rising technol…

neutral
SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Jun 15, 20180.9600USDSEC_XBRL_BULK
Jun 15, 20180.2200USDSEC_XBRL_BULK
Jun 15, 20180.2400USDSEC_XBRL_BULK
Jun 15, 20180.8800USDSEC_XBRL_BULK
Jun 16, 20170.8000USDSEC_XBRL_BULK
Jun 16, 20170.8800USDSEC_XBRL_BULK
Jun 16, 20170.2200USDSEC_XBRL_BULK
Jun 16, 20170.2000USDSEC_XBRL_BULK
Jun 17, 20160.8000USDSEC_XBRL_BULK
Jun 17, 20160.2000USDSEC_XBRL_BULK
Jun 17, 20150.8000USDSEC_XBRL_BULK
Jun 17, 20150.2000USDSEC_XBRL_BULK
Jun 19, 20140.8000USDSEC_XBRL_BULK
Jun 19, 20140.2000USDSEC_XBRL_BULK
Jun 26, 20130.7000USDSEC_XBRL_BULK
Jun 26, 20130.8000USDSEC_XBRL_BULK
Jun 26, 20130.2000USDSEC_XBRL_BULK
Jun 26, 20130.1500USDSEC_XBRL_BULK
Jun 26, 20120.7000USDSEC_XBRL_BULK
Jun 26, 20120.2000USDSEC_XBRL_BULK
Jun 26, 20120.6000USDSEC_XBRL_BULK
Jun 26, 20120.1500USDSEC_XBRL_BULK
Jun 23, 20110.1500USDSEC_XBRL_BULK
Jun 23, 20110.6000USDSEC_XBRL_BULK
Mar 8, 20100.4500USDSEC_XBRL_BULK
Mar 8, 20100.4400USDSEC_XBRL_BULK
Mar 8, 20100.1500USDSEC_XBRL_BULK
Dec 9, 20090.2900USDSEC_XBRL_BULK
Dec 9, 20090.3000USDSEC_XBRL_BULK
Dec 9, 20090.1500USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+30.50%
Beta-0.19
ATR1.42
Maximum drawdown-46.11%
Sharpe ratio-0.06
Sortino ratio-0.07
Debt / equity0
Current ratio1.13
1-day return-1.21%
5-day return+3.55%
1-month return-12.03%
3-month return+10.05%
6-month return+32.15%
YTD return-0.96%
1-year return-15.22%
All-time return-16.78%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 12, 2026KLP KAPITALFORVALTNING AS171744362,9002.42M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Tradewinds, LLC.19323425,073326.76K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIFLEX GROUP, INC.2057637461.75K———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026WEDGE CAPITAL MANAGEMENT L L P/NC101530885,5503.26M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Private Wealth Asset Management, LLC188300630011.42K———SEC_13F_DATASET
Jun 30, 2026Jul 2, 2026MassMutual Private Wealth & Trust, FSB110365389534.08K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MACKENZIE FINANCIAL CORP919859308,36711.74M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Plato Investment Management Ltd19844751,61461.1K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026SEGALL BRYANT & HAMILL, LLC100637895,0003.62M———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026Centennial Bank/AR/19947441405.33K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026RICHARDSON FINANCIAL SERVICES INC.2012303702.67K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026DARK FOREST CAPITAL MANAGEMENT LP185332220,541782.2K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026GEODE CAPITAL MANAGEMENT, LLC12147172,562,61097.61M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TUDOR INVESTMENT CORP ET AL9230937,600289.41K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026AGF MANAGEMENT LTD100351824,395928.96K———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026PARK NATIONAL CORP /OH/8056766,800258.94K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Archer Investment Corp180380416,300620.7K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Synergy Investment Management, LLC205378621991———SEC_13F_DATASET
Jun 30, 2026Aug 18, 2026PIN OAK INVESTMENT ADVISORS INC109458415Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 18, 2026Fulcrum Asset Management LLP135339550219.19K———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO100728038,3431.46M———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026Redwood Investment Management, LLC171747957,857Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Cunning Capital Partners, LP157107537,360Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Basecamp Wealth Advisors LLC211525435913.67K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026BNP PARIBAS FINANCIAL MARKETS116658882,3123.13M———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026NISA INVESTMENT ADVISORS, LLC937615118,3624.56M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Bank of New York Mellon Corp1390777954,81036.36M———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026Applied Finance Capital Management, LLC19660076,350241.81K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MARSHALL WACE, LLP1318757120,8974.6M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Legato Capital Management LLC14426416,110232.67K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026CKW FINANCIAL GROUP160040319Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Round Hill Asset Management1696438106,3964.05M———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026NEW YORK STATE COMMON RETIREMENT FUND81026578,3792.98M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIPRISE FINANCIAL INC820027322,92412.31M———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026Ethic Inc.178057038,4441.46M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026 NEUBERGER BERMAN GROUP LLC146510933,2351.27M———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026NBT BANK, N.A.8984135190———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026OREGON PUBLIC EMPLOYEES RETIREMENT FUND110731426,224998.61K———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026SBI Securities Co., Ltd.18518153,278124.83K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026BOSTON FAMILY OFFICE LLC10398078,600Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026YOUSIF CAPITAL MANAGEMENT, LLC185878934,9921.33M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Quinn Opportunity Partners LLC163327530,0001.14M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Forum Finance Group S.A.2133354326,888Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Independence Bank of Kentucky17304792,00076.16K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AUXIER ASSET MANAGEMENT LLC110586342,2111.61M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC152973561,7302.35M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026LOS ANGELES CAPITAL MANAGEMENT LLC11772061,714,21765.28M———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026PRAXIS INVESTMENT MANAGEMENT INC10568256,506Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JONES FINANCIAL COMPANIES LLLP8159176,431239.37K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Kendall Capital Management173137253,0002.02M———SEC_13F_DATASET
No verified records available for this section yet.
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Sep 30, 2026Oct 2, 2026Darling Mark J.Chief Retail OfficerSaleS2,70040.69109.85K21,588Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 2, 2026—4—Sep 30, 20260001225208-26-008114View filing
Sep 30, 2026—144——0001959173-26-007151View filing
Sep 29, 2026—DEFA14ADEFA14A—0001104659-26-111945View filing
Sep 29, 2026—DEF 14ADEF 14ANov 10, 20260001104659-26-111942View filing
Sep 18, 2026—11-K11-KJun 30, 20260000012659-26-000031View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007530View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007528View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007527View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007529View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007526View filing
Sep 2, 2026—4—Aug 31, 20260001225208-26-007525View filing
Aug 14, 2026—4—Aug 12, 20260001225208-26-007138View filing
Aug 14, 2026—4—Aug 12, 20260001225208-26-007127View filing
Aug 14, 2026—8-K8-KAug 12, 20260000012659-26-000028View filing
Aug 14, 2026—10-K10-KJun 30, 20260000012659-26-000026View filing
Aug 11, 2026—8-K8-KAug 11, 20260000012659-26-000019View filing
Jul 10, 2026—4—Jul 8, 20260001225208-26-006575View filing
Jun 5, 2026—4—Jun 3, 20260001225208-26-005853View filing
May 6, 2026—8-K8-KMay 6, 20260000012659-26-000015View filing
May 6, 2026—10-Q10-QMar 31, 20260000012659-26-000017View filing
Feb 5, 2026—10-Q10-QDec 31, 20250000012659-26-000008View filing
Feb 3, 2026—8-K8-KFeb 3, 20260000012659-26-000005View filing
Jan 23, 2026—4—Jan 22, 20260001225208-26-000816View filing
Jan 23, 2026—4—Jan 22, 20260001225208-26-000815View filing
Jan 23, 2026—4—Jan 22, 20260001225208-26-000814View filing
Jan 23, 2026—3—Jan 20, 20260001225208-26-000813View filing
Jan 23, 2026—3—Jan 20, 20260001225208-26-000812View filing
Jan 23, 2026—3—Jan 20, 20260001225208-26-000811View filing
Jan 22, 2026—8-K8-KJan 20, 20260000012659-26-000003View filing
Jan 7, 2026—4—Jan 5, 20260001225208-26-000457View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q4. Free cash flow: $236508000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620264instantcommon_stock1,538,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264instanttreasury_stock-635,107,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualcollections_on_loans28,097,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualfx_effect-4,904,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualinterest_paid76,728,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualloans_originated_or_advanced-18,453,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualother_financing_activities-7,290,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualother_investing_activities5,800,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualother_operating_activities-2,290,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualprovision_for_credit_losses64,878,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264quarterlyrepurchases_of_stock-100,219,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620264annualimpairment_charges0—USDYes3Spread
Jun 30, 2026Jun 30, 202620264instantaccounts_payable_and_accrued_expenses156,330,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantaccounts_receivable_net58,248,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualaccrued_capital_expenditures3,996,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantaccrued_compensation_and_benefits121,878,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantaccumulated_other_comprehensive_income-64,088,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualacquisitions_net_of_cash-57,639,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantadditional_paid_in_capital784,363,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualcapital_expenditures-82,614,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantcash_and_equivalents958,706,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualcash_beginning_of_period1,003,139,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualcash_end_of_period977,901,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualchange_in_income_taxes-97,079,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualchange_in_other_liabilities33,529,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualchange_in_payables_and_accruals_combined13,565,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualchange_in_prepaid_expenses-5,324,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualchange_in_receivables-69,094,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantcurrent_assets1,125,557,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantcurrent_liabilities993,425,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantcurrent_portion_of_long_term_debt0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualdeferred_income_taxes13,996,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantdeferred_tax_assets239,745,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantdeferred_tax_liabilities163,660,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualdepreciation_and_amortization122,440,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualdividends_and_distributions_paid-211,005,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantgoodwill812,543,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264annualincome_taxes_paid202,134,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantincome_taxes_payable266,184,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620264instantlease_liability_current228,760,000USDUSDYes3Spread
No verified records available for this section yet.
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik12659stocks.cik
tickerHRBstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is HRB stock's current price?

The latest stored quote for HRB is 47.37. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the HRB stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the HRB stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the HRB stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on HRB?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the HRB stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is HRB stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is HRB's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is HRB's 52-week high and low?

The stored 52-week range is 28.16 to 58.67. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does HRB pay a dividend, and what is its dividend history?

The database contains 30 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is HRB's next earnings report?

The latest SEC filing/observation date in this database is Aug 14, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has HRB stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is HRB stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “bullish”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in HRB?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find HRB's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed HRB price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer