Insider buying last 90 days
No open-market insider purchases were filed for HRB in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every HRB insider filing, plotted on the chart in Gekko.Open HRB in Gekko
NYSE: HRB
H&R Block (HRB) Stock Analysis & Forecast
Sep 28 close
$40.34−1.85 (−4.4%)
Gekko Brief
AI summaryH&R Block shares have been discussed this week in the context of value and consumer stock lists and broader tax-deadline commentary, with no company-specific catalyst singled out beyond that general coverage.
HRB closed at $40.34, down 4.4%, sitting between its 50-day average of $46.97 and 200-day average of $38.84, reflecting a mixed trend picture. The one-month return stands at -23.2%, though the six-month return remains positive at 29.3%. The GekkoIndex reads 75.3, placing the stock in the Buying zone, up 3.8 over the past five sessions. Against a Gekko Fair Value of $70.1, the current price sits 42.5% below that level.
Looking ahead, H&R Block's next earnings report is scheduled for 5 November 2026 after close, 37 days out and beyond a typical 20-trading-day holding window. The prior report on 11 August 2026 showed adjusted EPS of $2.27 versus an estimate of $2.23, with a 18% reaction, part of a record of 5 beats over the last 8 quarters and an average absolute reaction of 9%. Seasonality over the next 20 trading days has averaged -4.1% across 5 years, with gains in 1 of those years. No insider, Congress or unusual options activity appears in the current window, and analyst views remain split across 4 firms, with a consensus target of $51.67.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
H&R Block price vs fair value
Close $40.34200-day averageGekko Fair Value $70.10
H&R Block quick facts
- Market cap
- $5.11B
- P/E ratio
- 7.4
- Forward P/E
- 6.8
- EPS, TTM
- $5.69
- Revenue, TTM
- $3.95B
- Profit margin
- 18.6%
- Dividend yield
- 3.94%
- Beta
- 0.38
- Volume
- 1.65M avg 1.95M
- 1-year return
- −18.1%
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±5%
- 50-day average
- $46.97
- 200-day average
- $38.84
- Next earnings
- Nov 5 after close
- Shares outstanding
- 123.3M
H&R Block swing-trade checklist
H&R Block scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed1 headwind
- Trendmixed
Averages disagree
Close $40.34 sits between the 50-day ($46.97) and 200-day ($38.84) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
75.3, Buying
Reading 75.3 is in the Buying zone.
See the GekkoIndex - Fair valuesupportive
42.5% below
Price is 42.5% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 37 days
Next report Nov 5, 2026, 37 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−4.1% on average
From this point in the calendar, the next 20 trading days averaged −4.1% over 5 years, rising in 1 of them.
See seasonality
A description of current data, not a recommendation. How this page works
H&R Block stock chart and price history
H&R Block closed at $40.34 on Sep 28, 2026, −18.1% over the past year, inside a 52-week range of $28.16 to $58.67.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −23.2%
- 3 months
- +5.5%
- 6 months
- +29.3%
- 1 year
- −18.1%
The full HRB chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open HRB in Gekko
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About H&R Block
H&R Block helps individuals prepare and file tax returns, offering both assisted service and do-it-yourself options for clients in the United States, Canada, and Australia. Alongside filing, it provides related products such as refund transfers, audit support through its Peace of Mind plans, prepaid debit cards like Emerald and Spruce, short-term Emerald Advance loans, refund advance loans, Instant Refund, and Tax Identity Shield to guard against identity-related tax issues.
The company also serves small business owners, offering tools for payment processing, payroll, and bookkeeping. Clients can reach its services in person at retail locations run either directly by the company or through franchisees, or remotely through online platforms, mobile apps, and desktop software.
H&R Block was incorporated in 1955 and is headquartered in Kansas City, Missouri. Its shares are listed on the NYSE under the ticker HRB.
- Listed
- NYSE
- Sector
- Consumer services
- Industry
- Other consumer services
- Website
- hrblock.com
H&R Block GekkoIndex: the smart money zone
H&R Block’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 75.3, in the Buying zone, up 3.8 points over five sessions.
75.3Buying
Up 3.8 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying (current zone) | 34 | −2.6% | −1.9% | ||
| Accumulation | 258 | +0.3% | −0.3% | ||
| Neutral | 342 | +0.2% | +1.6% | ||
| Distribution | 34 | −0.3% | −2.5% | ||
| Selling | 4 | Too few readings yet | |||
Average HRB share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Buying readings averaged +3.2% over 20 days. Past behaviour doesn’t guarantee future results.
Buying zone: Smart money likely accumulating heavily. About the five zones →
See every daily GekkoIndex reading plotted over the HRB price, zone by zone.Track HRB in Gekko
Is H&R Block stock overvalued? Gekko Fair Value
H&R Block trades 42.5% below Gekko Fair Value of $70.10, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what H&R Block shares are worth, recalculated every trading day.
$70.10
Gekko Fair Value, Sep 29, 2026
42.5% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open HRB in Gekko
H&R Block insider and Congress trading
No open-market insider purchases were filed for H&R Block, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in HRB were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for HRB, plotted on the chart in Gekko.Open HRB in Gekko
Buybacks
H&R Block has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $100.2M
- As a share of market cap
- 1.96%
- Trailing four quarters
- $512.9M
From company filings.
Hedge funds and billionaires quarter ended Jun 30
0of the funds Gekko tracks hold HRB.
0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
H&R Block earnings: next date and track record
H&R Block reports on Nov 5, 2026, after the close (37 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Nov 5, 2026
Expected after the close, 37 days away
- EPS estimate
- −$1.39
- Revenue estimate
- $212.3M
5 of 8reports beat the EPS estimate
±9%average move across the report
2 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 11, 2026 AI summary
- What they said
- H&R Block reported fiscal 2026 results showing stronger performance versus recent years: revenue grew 4.9%, EBITDA rose 8.3% and adjusted EPS increased 13.9%. Management highlighted improved client conversion and retention, mix shift toward more complex clients, pricing power (low single-digit increases), and strong cash generation with $714 million returned to shareholders. Key strategic themes included executing the Blocknext strategy (shifting from transactional to consultative, expert-led, technology-enabled services), automating and scaling Second Look, continued investment in Wave (small business) and international operations, and running many experiments to refine the client experience. Management emphasized confidence in assisted tax preparation demand, a favorable omnichannel migration from DIY to assisted for more complex filers, and the company’s positioning to blend AI with human expertise. They reiterated the long-term growth algorithm (3–6% revenue growth, EBITDA ~1.5x revenue, and double-digit EPS growth) and noted planned investments in labor/training, technology/automation, and small business integrations while continuing opportunistic franchise buybacks and returning capital.
- Guidance
- Management referenced fiscal 2027 guidance implicitly and the long-term algorithm: revenue growth within the 3%–6% range (long-term algorithm), EBITDA growing ~1.5x revenue, and double-digit EPS growth over time. They expect moderate industry growth for fiscal 2027 (not a decline), low single-digit price increases baked into guidance, and midpoint margin expansion of roughly ~50 basis points (management referenced additional ~50 bps at midpoint for FY27). Franchise acquisition/buyback activity is expected to be opportunistic in the range of ~100–125 buybacks. (Note: exact numeric FY27 guidance figures were provided in the press release; management reiterated the underlying assumptions on the call.)
- Risks flagged
- Macro and industry growth risks (slowing job growth/nonfarm payrolls could moderate filings), regulatory changes in Canada (CRA regulation changes impacted results), execution risk in transitioning to a consultative model (investment and realization timing), competition and pricing pressure at the low end of the DIY market, technology/automation implementation risk, and potential headwinds from AI-driven market disruption (management views AI as an opportunity but execution and customer trust remain risks).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 11, 2026 | $2.27 est $2.23 | $1.14B est $1.12B | +18.0% |
| May 6, 2026 | $6.02 est $5.73 | $2.40B est $2.34B | +20.9% |
| Feb 3, 2026 | −$1.84 est −$1.83 | $198.9M est $187.4M | −10.7% |
| Nov 6, 2025 | −$1.20 est −$1.35 | $203.6M est $200.1M | −1.9% |
| Aug 12, 2025 | $2.27 est $2.83 | $1.11B est $1.07B | −8.3% |
| May 7, 2025 | $5.38 est $5.17 | $2.28B est $2.25B | −4.6% |
| Feb 4, 2025 | −$1.73 est −$1.61 | $179.1M est $182.1M | −2.5% |
| Nov 7, 2024 | −$1.17 est −$1.21 | $193.8M est $188.4M | −5.3% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
H&R Block stock forecast and analyst price targets
Analysts’ average 12-month price target for H&R Block is $51.67, +28.1% from the last close, from 4 firms rating the stock in the last 90 days.
$51.67consensus 12-month target, +28.1% from the last close
Now $40.34Avg $51.67
Low $36High $60
Each firm’s latest rating in the last 90 days: 4 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 7 | Goldman Sachs | $36 | −10.8% |
| Aug 12 | Oppenheimer | — | — |
| Aug 12 | Barrington | $60 | +48.7% |
| Aug 12 | Goldman Sachs | $33 | −18.2% |
| Aug 12 | Goldman Sachs | $33 | −18.2% |
−1.9%average 20-day move after past Buying readings
−4.1%average move over the next 20 trading days in the last 5 years
±3.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
H&R Block seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, H&R Block averaged −4.1% across the last 5 years, rising in 1 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −3.3% | 1 of 5 |
| Next 10 trading days | −3.2% | 1 of 5 |
| Next 15 trading days | −2.0% | 2 of 5 |
| Next 20 trading days | −4.1% | 1 of 5 |
| Next 30 trading days | −2.8% | 1 of 5 |
For scale, HRB’s typical 20-trading-day move in either direction is about 5%.
H&R Block market cap and key statistics
H&R Block’s market cap is $5.11B, with a P/E ratio of 7.4 and revenue of $3.95B over the last twelve months.
Valuation
- Market cap
- $5.11B
- P/E ratio
- 7.4
- Forward P/E
- 6.8
- EPS, TTM
- $5.69
- Gekko Fair Value
- $70.10
Trading
- Volume
- 1.65M
- Avg volume, 20 days
- 1.95M
- 52-week high
- $58.67
- 52-week low
- $28.16
- Shares outstanding
- 123.3M
Financials
- Revenue, TTM
- $3.95B
- Profit margin
- 18.6%
- Return on equity
- 71.4%
- Quarterly earnings growth, YoY
- +4.5%
Risk and income
- Beta
- 0.38
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±5%
- Dividend yield
- 3.94%
H&R Block stock news this week
1 headline about H&R Block from the past week, newest first, each linking to the publisher.
- H&R Block, Inc. (HRB.MX) Stock Price, News, Quote & HistoryYahoo! Finance Canada, Sep 22
H&R Block peers
H&R Block’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| BKNGBooking | Accumulation | 28.1% below |
| EXPEExpedia | Accumulation | 4.4% below |
| SCIService Corporation International | Accumulation | 1.2% above |
| LTHLife Time | Accumulation | 17.9% below |
| ANDGAndersen | Accumulation | 16.0% below |
| GBTGGlobal Business Travel | Neutral | 0.7% below |
A peer links to its own page where one exists.
H&R Block stock FAQ
What is H&R Block’s market cap?
H&R Block’s market cap is $5.11B at the Sep 28, 2026 close of $40.34, with 123.3M shares outstanding. The shares trade on a P/E ratio of 7.4.
What is the H&R Block stock forecast?
The consensus analyst 12-month price target for H&R Block is $51.67, +28.1% from the last close. Of the 4 firms that rated the stock in the last 90 days, 1 rate it a buy, 2 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is H&R Block stock overvalued or undervalued?
On Gekko’s estimate H&R Block is undervalued: the Sep 28, 2026 close of $40.34 is 42.5% below Gekko Fair Value of $70.10. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does H&R Block report earnings next?
H&R Block is expected to report on Nov 5, 2026, after the market closes (37 days away). Analysts expect earnings of −$1.39 per share on revenue of $212.3M. H&R Block beat the earnings estimate in 5 of its last 8 reports, moving 9% on average across the report.
What is H&R Block’s 52-week high and low?
H&R Block’s 52-week high is $58.67 and its 52-week low is $28.16; it closed at $40.34 on Sep 28, 2026, −18.1% over the past year. Over the last five years the shares peaked at $68.45 on Aug 16, 2024.
Is H&R Block stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (trend) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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