H&R Block helps individuals file their taxes through three main channels: in-person at company-owned or franchised offices, and online via DIY software. Most revenue comes from fees charged for assisted tax preparation in the U.S., with additional income from franchise royalties and digital subscription products. Customers are primarily individual consumers, not businesses.
Employees4,300IPOOct 13, 1969SIC7291HQOne H&R Block Way, Kansas City, MO, USA, 64105
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Financials
Profitability
Metric
Current
Margins
Gross Margin
44.3%
Operating Margin
23.1%
EBITDA Margin
26.8%
Net Margin
18.9%
OCF Margin
21.3%
FCF Margin
19.2%
Returns on Capital
ROE
—
ROA
23.9%
ROIC
30.3%
ROCE
47.1%
ROC (Greenblatt)
146.8%
3Y ROIIC
2.1%
Consistency
Years Profitable / 10Y
9
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
8.51
Forward P/E
8.31
P/E ex-NRI
9.20
Shiller P/E (CAPE)
13.08
Cash Flow Multiples
P/FCF
8.31
P/OCF
7.48
P/Owner Earnings
9.27
FCF Yield
12.26%
Enterprise Value Multiples
EV / EBIT
7.82
EV / Forward EBIT
—
EV / EBITDA
6.92
EV / Forward EBITDA
5.95
EV / Revenue
1.85
EV / Forward Revenue
1.59
Asset / Sales
P/S
1.62
P/B
—
P/Tangible Book
—
Growth-Adjusted
PEG
0.30
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
3.45%
Forward Dividend Yield
3.45%
3Y Dividend Growth
11.6%
Payout Ratio
0.32
5Y Yield on Cost
5.11%
Buybacks & Dilution
3Y Buyback Ratio
5.70%
5Y Share Change
−31.7%
Combined
Shareholder Yield
8.29%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
−83.12
Gross Debt / EBITDA
1.93
Cash / Debt
0.43
Equity / Assets
−0.01
Coverage
Interest Coverage
11.15
Short-Term Liquidity
Current Ratio
1.00
Quick Ratio
1.00
Cash Ratio
0.67
Composite Scores
Piotroski F-Score
7
Altman Z-Score
3.05
Split History
Date
Split
2005-08-23
2:1
2001-08-02
2:1
1991-10-02
2:1
1987-10-02
2:1
1985-10-02
2:1
1971-06-16
2:1
Ex-date
Amount
Pay date
2026-09-03
$0.46
2026-10-06
2026-06-03
$0.42
2026-07-07
2026-03-04
$0.42
2026-04-06
2025-12-04
$0.42
2026-01-06
2025-09-04
$0.42
2025-10-06
2025-06-04
$0.375
2025-07-03
2025-03-04
$0.375
2025-04-03
2024-12-05
$0.375
2025-01-06
2024-09-05
$0.375
2024-10-03
2024-06-05
$0.32
2024-07-03
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View allDate
Transcript
Type
2026-08-11
Q4 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2026-05-06
Q3 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2026-02-03
Q2 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-11-06
Q1 2026 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-08-12
Q4 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-05-07
Q3 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2025-02-04
Q2 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-11-07
Q1 2025 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-08-15
Q4 2024 H & R Block Inc Earnings Call Transcript
Earnings Call
2024-02-06
Q2 2024 H & R Block Inc Earnings Call Transcript
Earnings Call
10 of 34
5-Step DuPont Analysis
ROE %
712.62%
×
×
Net Margin %
18.61%
×
×
Operating Margin %
23.02%
Operating Income
$908M
÷
Revenue
$3.94B
×
Tax Burden
0.8595
Net Income
$734M
÷
Pretax Income
$854M
×
Interest Burden
0.9405
Pretax Income
$854M
÷
Operating Income
$908M
×
Asset Turnover
1.21
÷
Revenue
$3.94B
÷
Average Total Assets
$3.26B
Begin Total Assets
$3.26B
End Total Assets
$3.26B
×
Equity Multiplier
31.65
÷
Avg Total Assets
$3.26B
÷
Avg Stockholders Equity
$103M
Begin Equity
$89M
End Equity
$117M
Top institutional holders
Q2 2026| Holder | Shares | % Owned | Chg. shares | |
|---|---|---|---|---|
| BlackRock, Inc. | 16.3M | 12.88% | +787.4K | $621.70M |
| FMR LLC | 15.7M | 12.42% | +456.9K | $599.54M |
| AQR CAPITAL MANAGEMENT LLC | 9.6M | 7.59% | +6.4M | $366.19M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | 4.90% | -1.1M | $236.50M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | 4.51% | +58.1K | $217.56M |
| STATE STREET CORP | 4.2M | 3.28% | +163.1K | $160.03M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.0M | 3.14% | -304.4K | $151.40M |
| LAZARD ASSET MANAGEMENT LLC | 3.2M | 2.56% | -516.6K | $123.55M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.1M | 2.42% | -75.8K | $116.60M |
| NORTHERN TRUST CORP | 2.9M | 2.31% | -80.8K | $111.74M |
10 of 550
View allTop insider holdings
as reported| Insider | Shares held | % Owned | |
|---|---|---|---|
| Jones Jeffrey J IIOfficer | 861.3K | 0.6795% | $41.92M |
| Gerard Robert ADirector | 337.3K | 0.2661% | $16.41M |
| REICH VICTORIADirector | 116.4K | 0.0918% | $5.66M |
| Johnson Richard ADirector | 91.3K | 0.0720% | $4.44M |
| Campbell Curtis AOfficer | 89.3K | 0.0704% | $4.35M |
| Winter Matthew EDirector | 59.1K | 0.0466% | $2.88M |
| Redler Dara SOfficer | 58.2K | 0.0459% | $2.83M |
| Gupta AnuradhaDirector | 43.3K | 0.0341% | $2.11M |
| Mason Tiffany LOfficer | 32.9K | 0.0259% | $1.60M |
| Manuel ScottOfficer | 31.4K | 0.0248% | $1.53M |
10 of 18
View allRecent insider activity
through Sep 30, 2026| Insider | Action | Shares | Date | |
|---|---|---|---|---|
| Darling Mark J.Officer | Open-Market or Private Sale | -2.7K | $109.9K | Sep 30, 2026 |
| Campbell Curtis AOfficer | Grant/Award (Rule 16b-3(d)) | +49.1K | $0 | Aug 31, 2026 |
| Campbell Curtis AOfficer | Tax Withholding | -2.8K | $146.3K | Aug 31, 2026 |
| Darling Mark J.Officer | Grant/Award (Rule 16b-3(d)) | +6.1K | $0 | Aug 31, 2026 |
| Darling Mark J.Officer | Tax Withholding | -4.1K | $213.3K | Aug 31, 2026 |
| Manuel ScottOfficer | Grant/Award (Rule 16b-3(d)) | +10.8K | $0 | Aug 31, 2026 |
| Manuel ScottOfficer | Tax Withholding | -3.7K | $193.0K | Aug 31, 2026 |
| Mason Tiffany LOfficer | Grant/Award (Rule 16b-3(d)) | +13.6K | $0 | Aug 31, 2026 |
| Mason Tiffany LOfficer | Tax Withholding | -3.5K | $181.3K | Aug 31, 2026 |
| Redler Dara SOfficer | Grant/Award (Rule 16b-3(d)) | +9.8K | $0 | Aug 31, 2026 |
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