Market Cap
$5.0B
HRB
H&R BLOCK INC
$41.68 ▼ -1.51%
Prev close $42.32Market cap$5.0B
ConsensusStrong Sell
12-mo target$51.67 (+24.0%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Services
Snapshot
The big-picture read on HRB right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (8%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $109.9K sell
Insider Net $
-$109.9K
Social Sentiment
50° Neutral
SEC Reports
2
Price chart 30d -18.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: HRB — 60.1% short (0.6M / 1.0M)
Short: 576,505 | Exempt: 108 | TRF Vol: 959,905 | Short Ratio: 60.1% | Off-exchange volume (dark poo
Sep 30, 2026 Insider
Darling Mark J. sold 2,700 shares
Chief Retail Officer @ $40.69 ($109.9K)
Aug 31, 2026 Insider
Wasleski April M. surrendered for taxes 413 shares
VP & Chief Acct Officer @ $51.65 ($21.3K)
Aug 31, 2026 Insider
Jul 28, 2026 SEC Redler Dara S surrendered for taxes 12,219 shares
Chief Legal & Admin. Officer @ $51.65 ($631.1K)
H&R Block reported Q3 2026 EPS of $6.02, a 172.4% beat vs the $2.21 consensus, on revenue of $1.12B. The massive earning
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
2,007,551 shares ($76.4M)
Jun 30, 2026 Inst.
Apr 22, 2026 SEC GOLDMAN SACHS GROUP INC — ADD
1,922,900 shares ($73.2M)
H&R Block (HRB) announced it will report Q3 2026 earnings on May 6, 2026, after market close. No financial results were
PRESS-RELEASE — Impact 3/10
Analyst ratings buy % -11.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
8% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 12, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 12, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
| Jul 28, 2026 | Stephens & Co. | INITIATE | Equal-Weight | 54% |
| Apr 27, 2026 | Barrington Research | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 5 | 5 | 1 | 8% | |
| Aug 1, 2026 | 1 | 0 | 5 | 5 | 1 | 8% | |
| Jul 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% | |
| Jun 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% | |
| May 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% | |
| Apr 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% | |
| Mar 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% | |
| Feb 1, 2026 | 1 | 0 | 4 | 5 | 1 | 9% |
Price targets
Where 3 covering analysts think HRB trades over the next 12 months.
$51.67 +24.0% upside Strong Buy
Current$41.68 Low$36.00 Median$59.00 High$60.00 3 analysts
$36.00$60.00
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Social media sentiment mood -10.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: HRB — 60.1% short (0.6M / 1.0M)
Short: 576,505 | Exempt: 108 | TRF Vol: 959,905 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: HRB — 60.2% short (0.4M / 0.7M)
Short: 437,301 | Exempt: 2,575 | TRF Vol: 726,189 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
other
H&R Block Investing in the Expertise That Millions of Taxpayers Depend On
Trusted with millions of tax returns each year, the company is building its nationwide team of tax professionals and support staff. Trusted with milli
Sep 29, 2026
short_volume
Short Volume: HRB — 64.6% short (0.8M / 1.2M)
Short: 751,434 | Exempt: 500 | TRF Vol: 1,162,787 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: HRB — 66.1% short (0.4M / 0.7M)
Short: 438,516 | Exempt: 212 | TRF Vol: 663,078 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.41 | $-1.48–$-1.34 | -17.1% | -2.4% | 1↑ 0↓ | $0.2B | 4 |
| Next Q | $-2.00 | $-2.10–$-1.95 | -8.4% | +0.0% | 0↑ 1↓ | $0.2B | 4 |
| Current FY | $6.15 | $6.13–$6.21 | 15.8% | +0.1% | 3↑ 1↓ | $4.1B | 5 |
| Next FY | $6.92 | $6.72–$7.04 | 12.5% | +0.2% | 0↑ 1↓ | $4.3B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.405 | — |
| 7d ago | $-1.405 | — |
| 30d ago | $-1.373 | -0.032 |
| 60d ago | $-1.425 | +0.020 |
| 90d ago | $-1.410 | +0.005 |
Institutional ownership
Which big funds own HRB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (104,319,742 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, AQR. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,326,241 | $621.7M | 15.6% | — |
| FMR LLC | 15,744,303 | $599.5M | 15.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 9,616,406 | $366.2M | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,210,650 | $236.5M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,713,146 | $217.6M | 5.5% | — |
| STATE STREET CORP | 4,157,916 | $160.0M | 4.0% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,975,923 | $151.4M | 3.8% | — |
| LAZARD ASSET MANAGEMENT LLC | 3,244,474 | $123.5M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,061,311 | $116.6M | 2.9% | — |
| NORTHERN TRUST CORP | 2,934,354 | $111.7M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 1,328,584 | 2,007,551 | +51.1% | $76.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,081,378 | 1,922,900 | +77.8% | $73.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 471,614 | 1,714,217 | +263.5% | $65.3M |
| NORGES BANK | NEW | — | 1,219,451 | — | $46.4M |
| ROYCE & ASSOCIATES LP | ADD | 776,716 | 1,063,355 | +36.9% | $40.5M |
| Quantinno Capital Management LP | DOUBLED | 398,279 | 826,467 | +107.5% | $31.5M |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 268,390 | 765,437 | +185.2% | $29.1M |
| ROYAL BANK OF CANADA | ADD | 428,112 | 752,508 | +75.8% | $28.7M |
| D. E. Shaw & Co., Inc. | TRIM | 1,128,669 | 708,067 | -37.3% | $27.0M |
| SEI INVESTMENTS CO | ADD | 532,705 | 694,524 | +30.4% | $26.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 17 transactions. Net -$109.9K — $0.00 bought, $109.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Darling Mark J. | Chief Retail Officer | SELL | 2,700 | $40.69 | $109.9K |
| Aug 31, 2026 | Wasleski April M. | VP & Chief Acct Officer | TAX W/H | 413 | $51.65 | $21.3K |
| Aug 31, 2026 | Redler Dara S | Chief Legal & Admin. Officer | TAX W/H | 12,219 | $51.65 | $631.1K |
| Aug 31, 2026 | Mason Tiffany L | Chief Financial Officer | AWARD | 13,553 | — | — |
| Aug 31, 2026 | Manuel Scott | Chief Strategy & Operations Of | AWARD | 10,843 | — | — |
| Aug 31, 2026 | Darling Mark J. | Chief Retail Officer | TAX W/H | 4,129 | $51.65 | $213.3K |
| Aug 31, 2026 | Campbell Curtis A | President & CEO | AWARD | 49,129 | — | — |
| Aug 31, 2026 | Mason Tiffany L | Chief Financial Officer | TAX W/H | 3,510 | $51.65 | $181.3K |
| Aug 31, 2026 | Darling Mark J. | Chief Retail Officer | AWARD | 6,099 | — | — |
| Aug 31, 2026 | Campbell Curtis A | President & CEO | TAX W/H | 2,833 | $51.65 | $146.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HRB.
Shares short
17,448,651
Settlement Sep 15, 2026
Change vs prior
+4.1%
Semi-monthly cycle
Days to cover
10.1
At avg daily volume
Of shares outstanding
≈14.2%
Estimate — not % of float
All HRB filing & press-release reports (2)
- PRESS-RELEASE reportJul 28, 2026
- PRESS-RELEASE reportApr 22, 2026