HRB — H&R Block Inc

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

About H&R Block Inc

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which ar… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$38.30
Market Cap$4.80B
Float125.7M
Shares Outstanding126.8M
P/E (Forward)6.99
P/E (TTM)6.78
Price/Sales (TTM)1.23
vs. Analyst Target+3.1% to analyst PT
Profit Margin18.90%
Operating Margin (TTM)43.24%
Revenue (TTM)$3.91B
Earnings Growth (YoY)24.20%
Dividend Rate1.7%
Analyst Target Price$39.50 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.64B -$7.5M $927M $262M
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

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.11B $299M
Sep 2025 $204M -$166M
Dec 2025 $199M -$242M
Mar 2026 $2.40B $848M

Ownership & Float

Insider Ownership1.2%
Institutional Ownership100.4%
Short Float14.1%
% of All Funds Holding5.60%
Number of Funds Holding460

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$33.83Near-term / short-term trend
Weekly40-Week SMA$40.75Medium-term trend
Weekly80-Week SMA$48.17Cyclical trend (business cycle)
Weekly200-Week SMA$46.08Secular trend (multi-year)
Monthly10-Month SMA$40.82Near-term monthly trend
Monthly20-Month SMA$48.57Medium-term monthly trend
Monthly40-Month SMA$46.78Secular 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 1.35x 0 months ago
$39.40 resistance 1.91x 2 months ago
$43.00 resistance 1.12x 3 months ago
$49.00 resistance 1.03x 5 months ago
$54.00 resistance 1.41x 8 months ago

Historical Earnings Reactions (114 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.12% -0.11% 39.47% 12.72% -19.53%
1 Day 0.21% 0.00% 48.25% 23.77% -17.94%
1 Week 0.01% 0.43% 50.88% 40.22% -23.02%
2 Weeks -0.08% 0.23% 52.63% 44.09% -37.24%
1 Month 0.71% 1.77% 55.75% 41.65% -34.45%

Next earnings: July 25, 2026 (56 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
May1.0%60.0%50
Jun3.1%68.0%50
Jul1.4%54.0%50
Aug2.4%70.0%50
Sep-0.0%52.0%50
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% 2384
Tuesday 0.03% 47.5% 2587
Wednesday 0.07% 49.0% 2587
Thursday 0.05% 48.3% 2537
Friday 0.12% 49.1% 2524

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 100.4%

Insider Transactions — Smart Summary

Total insider ownership: 1.2%

12-Month Insider Activity Summary

Total Filings2
Net Value-$5.8M
Net Shares Change-76,362
% of Float-0.1%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Jones Jeffrey J II President and CEO -$5.8M 2 2 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-11-20 Jones Jeffrey J II President and CEO -$1.9M Transaction at $37.14, now +3.1%
2025-11-14 Jones Jeffrey J II President and CEO -$3.9M Transaction at $38.10, now +0.5%

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 →