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HRHRB

H&R Block, Inc.

$HRB·$6.0B·Personal Products & Services·Consumer Cyclical
$48.67+0.7%YTD+1.3%1Y-5.2%
Price updated 7h ago·X counts updated 5d ago
HRHRB
$HRBH&R Block, Inc.
$48.67+0.75%51 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HRB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

51X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $HRB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-19

H&R Block (HRB) sentiment is loudly bullish. HRB posted strong Q4 earnings and boosted its dividend by 9.5% to $0.46/share — the 11th consecutive annual dividend increase. HRB is up 15% pre-market. Bulls anchor on HRB having 'an offline moat with 9,000 offices across US for assistance.' 'How the fuck did everyone on this website go long HRB but no one DM'd me' is a common retail sentiment. Unusual options activity flagged in the Options Market Update alongside CRWV/CAVA/UAMY. Zero material bearish voice; pure dividend + moat + earnings-beat combo.

Read what X is saying about $HRB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HRB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

H&R Block raised its dividend 9.5% — the quiet tax-prep compounder with a 9,000-office offline moat.

H&R Block is the US tax-preparation leader with 9,000+ offices nationwide — the kind of offline-distribution footprint that creates a durable competitive moat against purely digital alternatives (TurboTax). The 2026 story is a quiet dividend compounder.

  • The P&L is seasonal and clean: Q1 FY27 revenue was tiny at $1.14M (reflecting the tax-prep off-season) with EPS of $2.31, but the trailing full-year EPS prints beat Street estimates by 7.7% and 4.3% — the business works and the surprise cadence is consistent during tax season.
  • The capital-return pacing is specific: 11th consecutive annual dividend increase to $0.46/share (+9.5%) plus the +15% pre-market reaction to earnings — these are coordinated signals that institutional holders are rewarding the quiet compounder profile.

At 44% of its 52-week range going into Nov 5 earnings, the setup is a quietly bullish coil. A reaffirmed FY27 EPS guide plus any specific DIY-channel growth commentary is the trigger for continuation; a soft tax-season early-indicator or any TurboTax competitive-dynamic signal is the invalidation.

Agrees with X sentimentThe 'offline moat with 9,000 offices' bull framing is grounded. The 11-year dividend-raise streak is a specific capital-return pedigree. The retail 'how did everyone go long but no one DM'd me' voice is honest sentiment.

What to watch: Nov 5 Q1 earnings — early-season tax-prep metrics, DIY-channel growth commentary, operating margin direction, and FY27 EPS guide. Reaffirmed guide plus channel growth is the trigger; soft early-season indicator is the invalidation.

On the calendar: 2026-11-05 — Q1 earnings

event ahead 30ddividend compounder

Read the AI verdict on $HRB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Tax preparation company operating retail offices and DIY software for individuals across US, Canada, and Australia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Personal Products & Services sits in its cycle right now — and what that implies for $HRB.

Personal Products & Services · Consumer Cyclical

Premium beauty and skincare remain resilient within consumer spending (lipstick index confirmed), with mass-prestige channels (e.l.f., Charlotte Tilbury at Sephora) outperforming both mass and ultra-luxury. GLP-1 body-composition shifts are creating new demand for skincare addressing rapid weight-loss skin laxity; hair/nail services sustain steady volume growth as experiential beauty spending holds.

What this means for $HRB

Neutral — Tax preparation company operating retail offices and DIY software for individuals across US, Canada, and Australia.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-7.9%YTD
-3.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-134%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-83.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$2.38$2.21+7.7%
Q1 2026May 6, 2026$6.02$5.77+4.3%
Q4 2025Feb 3, 2026$-1.84$-1.96+6.1%
Q3 2025Nov 6, 2025$-1.20$-1.40+14.3%
Next earningsThu, Nov 5·consensus EPS $-1.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$1.1M-99.9%89.7%-14225%$2.31—
Q3 FY26$2.4B+5.3%57.0%43.2%$6.66$1.5B
Q2 FY26$198.9M+11.1%84.9%-150%$-1.91$-649.5M
Q1 FY26$203.6M+5.0%8.8%-46.9%$-1.26$-370.0M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $3.9B$5.16$5.14 – $5.184
FY27$4.1B$4.1B – $4.1B$6.15$6.10 – $6.183
FY28$4.3B$4.2B – $4.4B$6.92$5.93 – $7.433
FY29$4.5B$4.5B – $4.5B$8.22$8.17 – $8.271

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 121.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Mark J. DarlingChief Retail Officer2.7K sh$110K
+ 16 other (8 awards · 8 inkinds) in window

See when $HRB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

H&R Block directors Robert A. Gerard and Matthew E. Winter notified the Board on August 12, 2026 that they will not stand for re-election at the November 2026 Annual Meeting. Gerard served as Chairman for nearly 14 years; Winter chaired the Compensation Committee for multiple years. Both will continue serving until the Annual Meeting and neither departure reflects any disagreement with management. Routine board refresh with no operational impact.

8-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

H&R Block (HRB) filed an 8-K on August 12, 2026 under Items 2.02 and 7.01, reporting fiscal year-end or quarterly financial results and furnishing concurrent Regulation FD investor materials. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. H&R Block is the largest U.S. consumer tax preparation company, with revenue concentrated in its January–April tax season. The Reg FD filing covers investor communications made concurrent with earnings.

+ 11 other (4 13Gs · 2 proxys · 1 ARS · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are Consumer Discretionary Stocks Lagging H&R Block (HRB) This Year?zacks.com·8d agoA Look at H&R Block Inc (HRB) After 3.3% Gain -- GF Value $63.76 vs Price $44.59gurufocus.com·8d agoHere's Why H&R Block (HRB) is a Strong Value Stockzacks.com·11d agoNew Strong Buy Stocks for October 6thzacks.com·11d agoBest Growth Stocks to Buy for October 6thzacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $HRB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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