Company research

HRB · NYSE

H&r Block Inc

Consumer Cyclical · Personal Services

$49.68

+3.93%

Close on Oct 29, 2026

Research data through 2026-10-28

Long-term research evidence only. No price targets, no trading signals, no recommendations.

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Pro Investor Academy research

Research data through Oct 28, 2026. Research is updated periodically, not in real time.

Quality

83

of 100 · stored research reading

Stored Quality research reads 83 of 100, in the strongest band of the covered universe. The underlying fundamental measurements behind this reading are consistent rather than mixed.

Quality research measures durability of the business itself from stored fundamentals: balance-sheet strength, profitability consistency and cash generation. It is a research reading, not a prediction of future returns.

How this is measured

Fundamental Momentum

Middle

51

of 100 · stored research reading

Stored Fundamental Momentum research reads 51 of 100. Stored measurements classify recent reported fundamentals as middle. This describes reported financial change already disclosed, with no forward-looking claim.

Fundamental Momentum research measures the direction of recently reported company fundamentals compared with the company's own history. It describes reported change, not future price movement.

How this is measured

Capital Returns

Exceptional

85

of 100 · stored research reading

Stored Capital Returns research reads 85 of 100, recorded as exceptional. Stored records show 13 consecutive years of dividend payments. Share count has been reduced at about 7.1% a year in the stored window.

Capital Returns research measures how a company has actually returned cash to shareholders: dividend record, buyback effectiveness, dilution control and how those payments were funded.

How this is measured

Valuation context

Price / earnings
8.1

Stored ratios recorded at the last research date (2026-10-27). Valuation Intelligence remains research context and is not a validated allocation signal.

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In the company’s own words

What this company does

H&R Block provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small business solutions. We blend digital innovation with human expertise and care to help people get the best outcome at tax time and also be better with money by using our mobile banking app, Spruce . Through Block Advisors and Wave , we help small-business owners thrive with year-round bookkeeping, payroll, advisory and payment processing solutions.

H&R Block, Inc. was organized as a corporation in 1955 under the laws of the State of Missouri. A complete list of our subsidiaries as of June 30, 2026 can be found in Exhibit 21 .

(1) An Assisted tax return is defined as a current or prior year individual or business tax return, including virtual returns, signed by a tax professional and accepted by the client. A DIY online paid return is defined as a current year individual or business tax return that is prepared by the client on our DIY online platform using a paid product and accepted by the client.

(2) See " Non-GAAP Financial Information " in Item 7 for a reconciliation of non-GAAP measures.

Quoted from the business section of this company’s 10-K filed August 14, 2026. Read the filing

General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.