Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
11/02/2022* -- Results Q1 2023 -- -0.90 --
11/02/2022* 16:30 EST Earnings Call Q1 2023 -- -- --
08/09/2022 -- Results Q4 2022 1.43 1.24 14.95%
08/09/2022 16:30 EST Earnings Call Q4 2022 -- -- --
05/10/2022 -- Results Q3 2022 4.11 3.75 9.48%
05/10/2022 16:30 EST Earnings Call Q3 2022 -- -- --
02/01/2022 -- Results Q2 2022 -1.02 -1.24 17.61%
02/01/2022 16:30 EST Earnings Call Q2 2022 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 11/02/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

Loading chart...
Last Report Date 08/09/2022
Beat/Miss Upgrade
Return Since 16.81%
Last FQE 06/30/2022
Next FQE 09/30/2022

Profile

Edit
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 primarily 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 most 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 significant.
URL https://www.hrblock.com
Investor Relations URL https://investors.hrblock.com
HQ State/Province Missouri
Sector Consumer Cyclical
Industry Personal Services
Equity Style Small Cap/Growth
Next Earnings Release Nov. 02, 2022 (est.)
Last Earnings Release Aug. 09, 2022
Next Ex-Dividend Date Sep. 07, 2022
Last Ex-Dividend Date Jun. 07, 2022

Dividends

Dividend Per Share (TTM) 1.08
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 2.365
Yield to Sector 1.714
Yield to Industry 3.326
Last Dividend Amt. 0.29
Dividend Frequency Quarterly
Last Ex-Dividend Date Jun. 07, 2022
Yield (TTM) 2.93%
Forward Yield 2.52%
Payout Ratio 33.68%
Cash Payout Ratio 24.98%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

Edit comparables

Annual Total Returns Versus Peers

Edit comparables
Loading chart...
Name
2015
2016
2017
2018
2019
2020
2021
YTD
1.29%
-28.43%
18.14%
0.52%
-3.56%
-27.82%
55.48%
99.20%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
44.71%
37.81%
-12.27%
9.47%
3.39%
13.44%
43.59%
-1.70%
-6.45%
106.9%
-83.33%
-8.00%
8.70%
730.0%
-98.80%
3.90K%
-17.24%
25.00%
11.60%
-22.34%
-69.23%
710.0%
-13.58%
0.00%
-6.57%
6.44%
-41.85%
-35.05%
35.64%
28.78%
23.55%
7.65%
As of August 15, 2022.

Profile

Edit
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 primarily 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 most 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 significant.
URL https://www.hrblock.com
Investor Relations URL https://investors.hrblock.com
HQ State/Province Missouri
Sector Consumer Cyclical
Industry Personal Services
Equity Style Small Cap/Growth
Next Earnings Release Nov. 02, 2022 (est.)
Last Earnings Release Aug. 09, 2022
Next Ex-Dividend Date Sep. 07, 2022
Last Ex-Dividend Date Jun. 07, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
RSQCX 39.06M USD 4.91%
PSL 5.988M USD 4.73%
FBSOX 68.22M USD 3.18%
QVAL 5.339M USD 2.40%
WDIV 5.774M USD 2.30%
APDQX 34.80M USD 2.23%
FTHAX 94.42M USD 1.83%
BIVRX 16.73M USD 1.76%
RUD.TO 7.232M USD 1.62%
JHSGX 14.62M USD 1.48%
FGD 8.314M USD 1.41%
PSC 7.507M USD 1.07%

Top Portfolio Holders

0 of 0

Other Resources

Whale Wisdom 13F Filings
Seeking Alpha Call Transcripts
Morningstar Insider Trading
Nasdaq Institutional Ownership
Nasdaq Option Chain
SEC SEC Filings
Twitter HRB Tweets