HRB — H&R Block Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates HRB Bullish with a Setup Score of 0, net conviction 26, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction26
Actionability0 (no mans land)

Key signals behind this score

About H&R Block Inc

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related services through a system of retail offices operated directly or through its franchisees in person or virtually; refund transfers for clients to receive tax refunds; Peace of Mind, an exten… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$44.05
Market Cap$5.46B
Float112.6M
Shares Outstanding122.5M
P/E (Forward)6.80
P/E (TTM)7.84
Price/Sales (TTM)1.38
vs. Analyst Target+17.3% to analyst PT
Profit Margin18.59%
Operating Margin (TTM)32.91%
Revenue (TTM)$3.95B
Earnings Growth (YoY)4.50%
Dividend Rate1.8%
Analyst Target Price$51.67 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $3.46B $554M $1.58B $890M
2022 $3.46B $554M $1.58B $890M
2023 $3.47B $554M $1.55B $915M
2024 $3.61B $595M $1.62B $963M
2025 $3.76B $606M $1.67B $976M
2026 -$601M $574M -$201M $608M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $204M -$166M
Dec 2025 $199M -$242M
Mar 2026 $2.40B $848M
Jun 2026 $1.1M $293,680

Ownership & Float

Insider Ownership0.7%
Institutional Ownership106.3%
Short Float14.9%
% of All Funds Holding6.12%
Number of Funds Holding538

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$47.26Near-term / short-term trend
Weekly40-Week SMA$38.75Medium-term trend
Weekly80-Week SMA$45.56Cyclical trend (business cycle)
Weekly200-Week SMA$46.15Secular trend (multi-year)
Monthly10-Month SMA$39.07Near-term monthly trend
Monthly20-Month SMA$45.43Medium-term monthly trend
Monthly40-Month SMA$48.06Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$32.00 support 1.41x 4 months ago
$54.00 resistance 1.41x 13 months ago

Historical Earnings Reactions (115 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.03% -0.10% 40.00% 16.78% -19.53%
1 Day 0.35% 0.00% 48.70% 23.77% -17.94%
1 Week 0.12% 0.48% 51.30% 40.22% -23.02%
2 Weeks 0.03% 0.27% 53.04% 44.09% -37.24%
1 Month 0.94% 1.77% 55.65% 41.65% -34.45%

Next earnings: November 5, 2026 (24 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.1%51.0%51
Feb-0.4%41.2%51
Mar-0.2%51.0%51
Apr-1.3%37.3%51
May1.4%60.8%51
Jun3.0%66.7%51
Jul1.7%54.9%51
Aug2.7%70.6%51
Sep-0.4%51.0%51
Oct0.9%54.0%50
Nov2.3%60.0%50
Dec2.0%68.6%51

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.00% 46.6% 2402
Tuesday 0.04% 47.6% 2605
Wednesday 0.07% 49.0% 2606
Thursday 0.04% 48.2% 2556
Friday 0.13% 49.2% 2541

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 106.3%

Insider Transactions — Smart Summary

Total insider ownership: 0.7%

12-Month Insider Activity Summary

Total Filings3
Net Value-$5.9M
Net Shares Change-79,062
% of Float-0.1%
C-Suite Filings3
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Jones Jeffrey J II President & CEO -$5.8M 2 2 sell
Darling Mark J. Chief Retail Officer -$109,852.74 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-10-02 Darling Mark J. Chief Retail Officer -$109,852.74 Transaction at $40.69, now +8.3%
2025-11-20 Jones Jeffrey J II President & CEO -$1.9M Transaction at $37.14, now +18.6%
2025-11-14 Jones Jeffrey J II President & CEO -$3.9M Transaction at $38.10, now +15.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for H&R Block Inc (HRB) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for HRB on Trend Edge →