H&R Block, Inc. (HRB) Stock Analysis
Consumer Cyclical · Personal Services
Hold if already holding. Not a fresh buy at $36.15, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pathward; Analyst target reached - limited upside remaining.
H&R Block provides tax preparation services (assisted and DIY), financial products, and small business solutions in the U.S., Canada, and Australia, with $3.8 billion in consolidated revenues and 11.3 million U.S. assisted tax returns in fiscal 2025. Revenue is heavily seasonal... Read more
Hold if already holding. Not a fresh buy at $36.15, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pathward; Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.
Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 57d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-06-15Recent Developments — H&R Block, Inc.
Latest news
- NEWS HRB HR Block reports narrower Q1 2026 per share loss than estimates, dips 0.25 percent in today’s trading. - Newser — Newser neutral
- NEWS H&R Block (HRB) Projected to Post Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS H&R Block Q3 Preview: Price Correction Is A Blessing For The Long-Term Investor (NYSE:HRB) - Seeking Alpha — Seeking Alpha positive
- NEWS H&R Block (HRB) Q3 2026 Earnings Transcript - The Globe and Mail — The Globe and Mail neutral
- NEWS H&R Block (HRB) Tops Q3 Earnings and Revenue Estimates - Yahoo Finance — Yahoo Finance positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyPathward10-K Item 1A: 'Pathward®, N.A. (Pathward), a wholly-owned subsidiary of Pathward Financial, Inc., for the issuance of RTs, EAs, RAs, Emerald Cards, and Spruce accounts'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $36.15, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Pathward; Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $38.85 (+7.5%), stop $34.44 (−5.0%), A.R:R -1.1:1. Score 5.9/10, moderate confidence.
Take-profit target: $38.85 (+7.3% upside). Target $38.85 (+7.5%), stop $34.44 (−5.0%), A.R:R -1.1:1. Stop-loss: $34.44.
Concentration risk — Counterparty: Pathward; Analyst target reached - limited upside remaining; Negative momentum.
H&R Block, Inc. trades at a P/E of 6.5 (forward 6.3). TrendMatrix value score: 9.6/10. Verdict: Hold.
11 analysts cover HRB with a consensus score of 2.5/5. Average price target: $40.
What does H&R Block, Inc. do?H&R Block provides tax preparation services (assisted and DIY), financial products, and small business solutions in the...
H&R Block provides tax preparation services (assisted and DIY), financial products, and small business solutions in the U.S., Canada, and Australia, with $3.8 billion in consolidated revenues and 11.3 million U.S. assisted tax returns in fiscal 2025. Revenue is heavily seasonal (concentrated February–April) and the company relies on bank partner Pathward for key products including refund transfers, Emerald Cards, and refund advance loans. The company filed 22.8 million total returns globally in fiscal 2025.