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Ticker
HRB

Price
30.53
Stock movement down
-0.52 (-1.67%)
Company name
H&R Block Inc
Exchange
(NYSE
,
Currency
USD
)
Sector
Consumer Cyclical >
Personal Services
Market cap
3.87B
Ent value
7.25B
Price/Sales
1.02
Price/Book
-
Div yield
5.50%
Div growth
3.16%
Growth years
1
FCF payout
-96.45%
Trailing P/E
6.31
Forward P/E
5.47
PEG
0.63
EPS growth
-
1 year return (CAGR)
-41.66%
3 year return (CAGR)
-6.78%
5 year return (CAGR)
9.64%
10 year return (CAGR)
-1.22%
Last updated: 2026-02-24

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DIVIDENDS

Dividend yield - 5y

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Dividend yield data
Dividend per share1.68
Dividend yield5.50%
Payout frequencyQuarterly
Maximum yield5.93%
Average yield3.36%
Minimum yield2.24%
Discount to avg yield38.97%
Upside potential63.85%
Yield as % of max yield92.83%

Yield distribution (inverse percentile) - 5y

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Yield distribution data
Dividend yield5.50%
Current yield distribution0.16%
Yield at 100% (Min)2.24%
Yield at 90%2.52%
Yield at 80%2.67%
Yield at 50% (Median)3.09%
Yield at 20%4.27%
Yield at 10%4.55%
Yield at 0% (Max)5.93%

Dividend per share

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Dividend per share data
Years of growth1 years
CCC status-
Dividend per share1.68
Payout frequencyQuarterly
Ex-div date4 Mar 2026
EPS (TTM)4.85
EPS (1y forward)5.58
EPS growth (5y)-
EPS growth (5y forward)10.00%

Dividend growth

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Dividend growth data
HRBS&P500
DGR MR12.00%-13.74%
DGR TTM22.47%6.60%
DGR 3 years2.75%7.31%
DGR 5 years3.16%4.69%
DGR 10 years4.27%6.30%
DGR 15 years4.82%8.16%
Time since last change announced198 days
EPS growth (5y)-
EPS growth (5y forward)10.00%

Payout ratio

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Payout ratio data
EPS coverageFCF coverage
TTM33.39%-96.45%
Average--
Forward30.12%-

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VALUATION

Valuation Ratios

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Valuation Ratios data
Trailing P/E6.31
Price to OCF6.39
Price to FCF-
Price to EBITDA3.72
EV to EBITDA6.97

Valuation (Sales/Book Value)

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Valuation (Sales/Book Value) data
Price to Sales1.02
Price to Book-
EV to Sales1.91

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FINANCIALS

Per share

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Per share data
Current share count126.76M
EPS (TTM)4.85
FCF per share (TTM)-1.68

Income statement

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Income statement data
Revenue (TTM)3.79B
Gross profit (TTM)2.07B
Operating income (TTM)955.26M
Net income (TTM)613.78M
EPS (TTM)4.85
EPS (1y forward)5.58

Margins

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Margins data
Gross margin (TTM)54.68%
Operating margin (TTM)25.20%
Profit margin (TTM)16.19%

Balance Sheet

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Balance Sheet data
Cash368.86M
Net receivables352.48M
Total current assets841.78M
Goodwill815.62M
Intangible assets271.05M
Property, plant and equipment1.50B
Total assets2.93B
Accounts payable145.80M
Short/Current long term debt3.23B
Total current liabilities654.83M
Total liabilities3.75B
Shareholder's equity-823.08M
Net tangible assets0.00

Cash flow

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Cash flow data
Operating cash flow (TTM)605.73M
Capital expenditures (TTM)81.65M
Free cash flow (TTM)-212.46M
Dividends paid (TTM)204.92M

Financial returns

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Financial returns data
Return on Equity-
Return on Assets20.95%
Return on Invested Capital33.86%
Cash Return on Invested Capital-11.72%

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iO Charts is a Seeking Alpha partner

STOCK INFORMATION

Stock chart

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Stock price data
Open31.38
Daily high32.06
Daily low30.10
Daily Volume2.68M
All-time high66.60
1y analyst estimate41.00
Beta0.35
EPS (TTM)4.85
Dividend per share1.68
Ex-div date4 Mar 2026
Next earnings date12 May 2026

Downside potential

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Downside potential data
HRBS&P500
Current price drop from All-time high-54.16%-1.82%
Highest price drop-68.07%-56.47%
Date of highest drop3 Apr 20209 Mar 2009
Avg drop from high-23.23%-10.84%
Avg time to new high37 days12 days
Max time to new high2370 days1805 days

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COMPANY DETAILS
HRB (H&R Block Inc) company logo
Marketcap
3.87B
Marketcap category
Mid-cap
Description
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
Employees
4300
SEC filings
CEO
Jeffrey Jones
Country
USA
City
Kansas City
Stock type
Common stock
CCC status
-
Dividend Frequency
Quarterly
EVENTS AND PRESENTATIONS
EventsPresentations
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UNDERSTAND THE BUSINESS
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