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H&R Block Inc
(NYSE: HRB)
US Markets Closed
AdChoices
30.51
+0.28
+0.93%
After Hours :
30.51
0.00
0.00%

Open

30.44

Previous Close

30.23

Volume (Avg)

1.70M (2.29M)

Day's Range

30.39-30.75

52Wk Range

26.92-33.92

Market Cap.

8.39B

Dividend Rate (Yield )

0.80 (2.62%)

Beta

1.04

Shares Outstanding

275.09M

P/E Ratio (EPS)

16.72 (1.72)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
  • Management effectiveness
Industry Personal Services
Highlights
Analyst Recommendation: Buy
    • Revenue

    • 3.02B

    • Net Income

    • 475.16M

    • Market Cap.

    • 8.39B

    • Enterprise Value

    • 7.47B

    • Net Profit Margin %

    • 15.64

    • PEG (Price/Earnings Growth) Ratio

    • 1.36

    • Beta

    • 1.04

    • Forward P/E

    • 15.22

    • Price/Sales

    • 2.78

    • Price/Book Value

    • 6.01

    • Price/Cash flow

    • 11.07

      • EBITDA

      • 878.82M

      • Return on Capital %

      • 12.39

      • Return on Equity %

      • 37.89

      • Return on Assets %

      • 12.39

      • Book Value/Share

      • 5.08

      • Shares Outstanding

      • 275.09M

      • Last Split Factor (Date)

      • 2:1 (8/23/2005)

      • Last Dividend (Ex-Date)

      • 0.20 (9/5/2014)

      • Dividend Declaration Date

      • 8/21/2014

      Analyst Recommendation
      10/20/2014
      Buy
        • 1 Year Price Target

        • 36.75

        • Credit Rating

        • -

        • Analysts

        • 4

        • EPS Estimate

        • 1.90

        • Cashflow Estimate

        • 2.79

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 7.10

          • 15.86

          • Net Income

            YTD/YTD (last year)

          • 7.50

          • 9.48

          • Net Income

            Q/Q (last year)

          • -

          • 32.56

          • Sales (Revenue)

            5-Year Annual Average

          • -5.83

          • 5.81

          • Net Income

            5-Year Annual Average

          • -0.50

          • -1.95

          • Dividends

            5-Year Annual Average

          • 6.19

          • 0.97

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 46.25

            • 38.55

            • Pre-Tax Margin

            • 25.60

            • 16.87

            • Net Profit Margin

            • 15.64

            • 9.99

            • Average Gross Margin

              5-Year Annual Average

            • 41.50

            • 39.16

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 21.50

            • 16.99

            • Average Net Profit Margin

              5-Year Annual Average

            • 12.60

            • 21.92B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.36

              • 1.14

              • Current Ratio

              • 1.36

              • 1.29

              • Quick Ratio

              • 1.16

              • 1.06

              • Interest Coverage

              • -

              • 2.63

              • Leverage Ratio

              • 2.78

              • 4.81

              • Book Value/Share

              • 5.08

              • 6.21

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 16.39

                • 28.65

                • P/E Ratio 5-Year High

                • 18.58

                • 143.74

                • P/E Ratio 5-Year Low

                • 5.55

                • 60.29

                • Price/Sales Ratio

                • 2.73

                • 1.65

                • Price/Book Value

                • 5.89

                • 4.16

                • Price/Cash Flow Ratio

                • 11.07

                • 11.16

                • Key Metrics

                • Company

                  • Shares Short

                    as of 9/30/2014

                  • 4.01M

                  • Short Ratio

                    as of 9/30/2014

                  • 1.85

                  • Short % of Float

                    as of 9/30/2014

                  • 1.46

                  • Shares Short

                    prior month

                  • 2.56M

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • 0.04

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • 43.83

                    • Dividend Date

                    • 8/21/2014

                    • Ex-Dividend Date

                    • 9/5/2014

                    • Last Split Factor

                      new per old

                    • 2:1

                    • Last Split Date

                    • 8/23/2005

                    • Key Metrics

                    • Company

                    • Industry

                      • Return on Equity %

                        (5-Year Average)

                      • 37.89

                        (29.60)

                      • 24.15

                        (42.07)

                      • Return on Assets %

                        (5-Year Average)

                      • 12.39

                        (8.40)

                      • 4.99

                        (6.24)

                      • Return on Capital %

                        (5-Year Average)

                      • 21.97

                        (13.70)

                      • 10.40

                        (11.94)

                      • Income/Employee

                      • 5.39k

                      • 3.56k

                      • Inventory Turnover

                      • -

                      • 24.91

                      • Asset Turnover

                      • 0.79

                      • 0.50

                      Current Historical
                      Financials
                      • Income Statement
                      • Balance Sheet
                      • Cash Flow
                      Operating Income
                      763.21M
                      Operating Margin
                      25.24
                      Total Equity
                      -
                      Retained Earnings
                      -
                      Free Cashflow
                      -
                      Price/Cashflow
                      11.07
                      Ownership

                      Institutional Ownership

                      86.80%

                      Top 10 Institutions

                      39.77%

                      Mutual Fund Ownership

                      39.32%

                      Float

                      99.80%

                      5% / Insider Ownership

                      0.77%

                      Corporate insiders or major stockholders reporting trading activity in the stock.

                      Top Mutual Fund Owners

                      Top Institutional Owners

                      Mutual Fund Name

                      Institution Name

                      • Mutual Fund Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • SunAmerica Focused Dividend Strategy Por

                      •  

                        9,389,888

                      • -0.63

                      • 3.41

                      • Artisan Mid Cap Value Fund

                      •  

                        7,057,437

                      • -4.64

                      • 2.57

                      • Vanguard Mid-Cap Index Fund

                      •  

                        4,701,632

                      • 1.32

                      • 1.71

                      • Vanguard Total Stock Mkt Idx

                      •  

                        4,452,542

                      • 0.30

                      • 1.62

                      • First Eagle Global Fund

                      •  

                        3,992,318

                      • 0.00

                      • 1.45

                      • Fidelity VIP Contrafund Portfolio

                      •  

                        2,874,860

                      • 0.00

                      • 1.05

                      • Vanguard Five Hundred Index Fund

                      •  

                        2,855,973

                      • 0.55

                      • 1.04

                      • Vanguard Institutional Index Fund

                      •  

                        2,790,130

                      • -0.61

                      • 1.01

                      • Fidelity® Balanced Fund

                      •  

                        2,745,577

                      • 0.00

                      • 1.00

                      • Fidelity® Magellan® Fund

                      •  

                        2,701,000

                      • 0.00

                      • 0.98

                      • Institution Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Fidelity Management and Research Company

                      •  

                        24,566,321

                      • -4.96%

                      • 8.96

                      • Vanguard Group, Inc.

                      •  

                        19,637,916

                      • +3.72%

                      • 7.16

                      • State Street Corp

                      •  

                        10,699,218

                      • -0.19%

                      • 3.90

                      • Sunamerica Asset Management Corp.

                      •  

                        9,929,953

                      • +4.04%

                      • 3.62

                      • Artisan Partners Limited Partnership

                      •  

                        9,685,749

                      • -2.82%

                      • 3.53

                      • BlackRock Fund Advisors

                      •  

                        9,057,370

                      • +10.58%

                      • 3.30

                      • Senator Investment Group LP

                      •  

                        8,925,000

                      • +91.94%

                      • 3.25

                      • Viking Global Investors LP

                      •  

                        6,133,995

                      • -64.03%

                      • 2.17

                      • Arnhold & S. Bleichroeder Advisers, LLC

                      •  

                        5,743,887

                      • +0.78%

                      • 2.09

                      • Caisse De Depot Et Placement Du Quebec

                      •  

                        4,913,100

                      • +1,854.30%

                      • 1.79

                      Company Profile

                      Sector

                      Consumer Cyclical

                      Industry

                      Personal Services

                      Type

                      Slow Growth

                      Style

                      Mid Core

                      H&R Block Inc was organized as a corporation in 1955 under the laws of the State of Missouri. The Company and its subsidiaries provides tax preparation and banking services. Its Tax Services segment provides assisted income tax retur...moren preparation, digital tax solutions and other services and products related to income tax return preparation to the general public in the United States and its territories, Canada and Australia. This segment also offers financial services through H&R Block Bank. Through ownership of HRB Bank, it is a savings and loan holding company regulated by the Board of Governors of the Federal Reserve System. The Company provides tax return preparation and related services and products to the general public in the U.S. and its territories, Canada, and Australia. Major revenue sour...moreces include fees earned for tax preparation and related services performed at company-owned retail tax offices, royalties from franchises, sales of tax preparation software, online tax preparation fees and fees for complementary services. HRB Bank also offers traditional banking services including checking and savings accounts, individual retirement accounts and certificates of deposit. In addition to its retail offices, it offers a number of digital do-it-yourself tax preparation alternatives. It also offers online tax services, from tax advice to complete professional and DIY tax return preparation and electronic filing, through its website. Services available at this website allow clients to prepare their federal and state income tax returns using the H&R Block At Home Online Tax Program, access tax tips, advice and tax-related news, and use calculators for tax planning. The Company also develops and markets H&R Block At Home income tax preparation software. H&R Block At Home offers step-by-step tax preparation interview, data imports from money management software, calculations, completion of the appropriate tax forms, error checking and electronic filing. Its software may be purchased online, through third-party retail stores or via direct mail. It develops and offers applications for mobile devices which provide tax and related services to clients, including online tax preparation and tools that complement its tax preparation software. In addition to its tax services, it also offers clients a number of additional services, including refund anticipation checks that include a fee deduction feature, H&R Block Emerald Advance lines of credit, prepaid debit cards, its Peace of Mind) guarantee, credit cards, and, for its Canadian clients, a refund discount program. U.S. federal legislation requires income tax return preparers to, among other things, set forth their signatures and identification numbers, including their Preparer Tax Identification Number, on all tax returns prepared by them and retain all tax returns prepared by them for three years.lessless

                      Key People

                      Mr. William C. Cobb

                      CEO/Director/President

                      Mr. Robert A. Gerard

                      Director/Chairman of the Board

                      Mr. Gregory J. Macfarlane

                      CFO

                      Mr. Scott W. Andreasen

                      Secretary/Vice President

                      Mr. David Baker Lewis

                      Director

                      • H&R Block Inc

                      • One H&R Block Way

                      • Kansas City, MO 64105

                      • USA.Map

                      • Phone: +1 816 854-3000

                      • Fax: -

                      • hrblock.com

                      Incorporated

                      1955

                      Employees

                      88,000

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