Here's Why H&R Block (HRB) is a Strong Value Stock
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Stock Taper 
HRB
$44.05
▼ DOWN 1.21% (-0.54)
KEY STATISTICS
Market Cap$5.66 B
52w High$58.67
52w Low$28.16
Dividend Yield3.22%
FrequencyQuarterly
P/E8.39
Volume1.49M
Shares Out.126.76M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Curtis A. Campbell
COMPENSATION 2026
Salary$816,319
Stock Awards$3,850,098
Incentive Plan Pay$963,757
All Other Comp.$132,254
Total$5,762,428
ABOUT
SECTOR
Consumer Cyclical
WENT PUBLIC
February 21, 1973
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
4,600
PRICE TARGET
Target High$60.00
Target Low$33.00
Target Median$46.50
Target Consensus$46.50
UPCOMING EARNINGS
DateNov 5, 2026
DayThursday
Rev. Est.$212.26M
NOV
5
THU
SPLIT RECORD
| DATE | TYPE | RATIO |
|---|---|---|
| 2005-08-23 | Forward | 2:1 |
| 2001-08-02 | Forward | 2:1 |
| 1991-10-02 | Forward | 2:1 |
| 1987-10-02 | Forward | 2:1 |
| 1985-10-02 | Forward | 2:1 |
ETFS HOLDING THIS STOCK
ETFS HOLDING
344
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
71.56%
HOLDERS
950
TOP 8 OF 950 · RANKED BY POSITION SIZE
PRICE
$44.05 ▼ DOWN 1.21% (−$0.54)About H&R Block, Inc.
https://www.hrblock.com ↗H&R Block provides assisted and DIY tax preparation services, financial products, and small business solutions primarily in the U.S., Canada, and Australia through retail offices, online platforms, and franchisees.
INDUSTRY
Personal Products & Services
A PRODUCT H&R BLOCK, INC. IS KNOWN FOR
H&R Block DIY Online Tax Software with AI Tax Assist
H&R Block offers DIY online tax software in various tiers, with the 2026 launch of "AI Tax Assist," a generative AI tool providing real-time, 24/7 tax support to enhance user experience.
H&R Block in 2025
SENTIMENT: − NEGATIVE
LEADERSHIP · AUGUST 2025
H&R Block Announces CEO Retirement, Overshadowing Positive Earnings and Triggering Stock Sell-Off
On August 11, 2025, H&R Block announced that President and CEO Jeffrey J. Jones II intended to retire at the end of the year. This news, released the day before the company's fiscal 2025 earnings report, appeared to cause a significant negative market reaction, with the stock experiencing a notable sell-off despite the announcement of positive financial results, including revenue growth and a dividend increase.
LEADERSHIP STRATEGY · AUGUST 2025 · ANNOUNCED
H&R Block Announces CEO Succession Plan to Continue Transformation Strategy
In a planned leadership transition, H&R Block announced that President and CEO Jeffrey J. Jones II will retire at the end of 2025, to be succeeded by Curtis Campbell, the current President of Global Consumer Tax and Chief Product Officer. This move is designed to ensure a smooth handover and maintain the momentum of the company's ongoing strategic transformation.
Latest News
EARLIER COVERAGE
New Strong Buy Stocks for October 6th
SNDK, CLMT, CVX, HRB and GSBD have been added to the Zacks Rank #1 (Strong Buy) List on October 6th, 2026.
Best Growth Stocks to Buy for October 6th
BP, BEKE and HRB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 6th, 2026.
Best Income Stocks to Buy for October 6th
GSBD, HRB, CNQ made it to the Zacks Rank #1 (Strong Buy) income stocks list on October 6th, 2026.
H&R Block: A Boring Business With An Interesting Return
H&R Block is rated Buy, with its stable business and low 7x cash flow multiple offering attractive risk-adjusted returns. HRB is expanding beyond seasonal tax prep, leveraging AI for productivity and targeting complex filers and small businesses for recurring revenue. AI poses risks to HRB's Assisted segment, but management is using it to enhance, not replace, tax professionals and shift toward higher-value clients.
Dividend Champion, Contender, And Challenger Highlights: Week October 4
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
RATINGS SNAPSHOT
Overall rating: A-
Discounted Cash Flow5
Return On Equity5
Return On Assets5
Debt To Equity1
Price To Earnings4
Price To Book1
Overall Score4
MOST RECENT ANALYST GRADES
GRADE SUMMARY
OUTPERFORM 1
SELL 1
2 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 ALSN | $109.11 | COMPARE |
 KMX | $53.65 | COMPARE |
 MHK | $119.67 | COMPARE |
 FTDR | $79.91 | COMPARE |
 CHDN | $75.03 | COMPARE |
 BYD | $70.17 | COMPARE |
 IBP | $186.21 | COMPARE |
 BFAM | $69.21 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Valerie Hoyle
Sale (Full)
2025-09-23
Val Hoyle
Sale (Full)
2025-09-23
Gilbert Cisneros
Sale (Full)
2020-04-29
Gilbert Ray Cisneros
Sale (Full)
2020-04-29
INSIDER TRADES
★
OFFICER: CHIEF RETAIL OFFICER
Darling Mark J.
Sale · 2.7K shares
2026-09-30
★
OFFICER: VP & CHIEF ACCT OFFICER
Wasleski April M.
Sale · 413 shares
2026-08-31
★
OFFICER: VP & CHIEF ACCT OFFICER
Wasleski April M.
Purchase · 1.4K shares
2026-08-31
★
OFFICER: CHIEF LEGAL & ADMIN. OFFICER
Redler Dara S
Sale · 12.2K shares
2026-08-31