HRB

equity

H & R Block Inc · NEW YORK STOCK EXCHANGE, INC.

View price on Yahoo Finance ↗
Disclosed trades
4
2 buys · 2 sells
Members involved
2
Estimated volume
$32K
sum of ranges
Most recent
Sep 23, 2025
since Feb 28, 2020

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Price, and when Congress traded it

Hollow marks where they traded, filled where the filing went public

HRB closing price, with each disclosed trade marked at the date it happened and the date it was filed$26$46$66Oct 24Oct 25Oct 26
they tradedyou found outthe delaygreen buys · red sells

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If you had bought it yourself

Paid at that day's close, held ever since. No member involved.

Amount
Latest stored close.

Working it out…

Financials

As each period's own 10-K or 10-Q reported it

Market value
$5.4B
P/E
7.4×
P/S
1.4×
P/B
46.2×
FCF yield
13.9%
EV/EBITDA
—
Fair value
$54.14
price 19% below; its own 10-year multiples
Dividend yield
3.9%
raised 11 years running

At the $44.05 close on Oct 9, 2026, against 123.27M shares and the balance sheet at Jun 30, 2026; earnings, sales and cash flow over the four quarters to Jun 30, 2026. A ratio is left out where its denominator is not positive. Fair value is the company's own median P/E, price to sales and price to free cash flow at its last ten fiscal year ends, applied to its trailing figures, the middle of the three: its valuation against its own past, not against its growth or its rivals.

Line itemFY 2017
Apr 30, 2017
FY 2018
Apr 30, 2018
FY 2019
Apr 30, 2019
FY 2020
Apr 30, 2020
FY 2021
Apr 30, 2021
FY 2022
Jun 30, 2022
FY 2023
Jun 30, 2023
FY 2024
Jun 30, 2024
FY 2025
Jun 30, 2025
FY 2026
Jun 30, 2026
Revenue$3B$3.2B$3.1B$2.6B$3.4B$3.5B$3.5B$3.6B$3.8B$3.9B
Gross margin45.8%44.9%43.2%35.1%46.0%45.7%44.6%44.8%44.5%44.3%
Operating income——————————
Operating margin——————————
Net income$408.9M$613.1M$422.5M-$7.5M$583.8M$553.7M$553.7M$595.3M$605.8M$733.6M
Net margin13.5%19.4%13.7%-0.3%17.1%16.0%16.0%16.5%16.1%18.6%
EPS (diluted)$1.91$2.91$2.04-$0.04$3.08$3.22$3.51$4.12$4.39$5.66
Operating cash flow$550.1M$850M$606.5M$109M$625.9M$808.5M$821.8M$720.9M$680.9M$838.7M
Capital spending$89.3M$98.6M$95.5M$81.7M$52.8M$62M$69.7M$63.7M$82M$82.6M
Free cash flow$460.8M$751.4M$511M$27.3M$573.1M$746.6M$752.1M$657.2M$598.8M$756.1M
Buybacks——————————
Dividends paid$187.1M$200.5M$205.5M$204.9M$195.1M$186.5M$177.9M$179.8M$197.3M$211M
Cash$1B$1.5B$1.6B$2.7B$934.3M$885M$987M$1.1B$983.3M$958.7M
Debt$1.5B$1.5B$1.5B$3.5B$1.5B$1.5B$1.5B$1.5B$1.5B$1.5B
Shareholders' equity-$60.9M$393.7M$541.5M$71M$352.4M$211.6M$32.1M$90.6M$88.9M$117.5M
Shares outstanding207.18M209.26M201.96M192.48M181.47M159.95M147M139.59M133.95M123.27M

Figures come from the company's XBRL filings as the SEC publishes them. Quarters are worked out from year-to-date figures, and a fourth quarter is the year less its first nine months, which is why it has no EPS: per-share figures do not subtract. Earlier years are on today's share basis where a split has happened since. A later restatement is not mixed into a year it was never applied to, so where a 10-K restated the year before — a business sold, say — that year's fourth quarter is left blank rather than worked out across two bases. A dash means the company did not report that line under a standard tag for that period. Every filing on EDGAR.

Short interest

Shares sold short, as brokers report them to FINRA twice a month

Shares short
18.58M
at Sep 30, 2026
Of shares outstanding
15.1%
Days to cover
8.0
Since the last report
+6.5%
from 17.45M at Sep 15, 2026
Oct 15, 2024: 11M shares shortOct 31, 2024: 10.19M shares shortNov 15, 2024: 11.61M shares shortNov 29, 2024: 12.1M shares shortDec 13, 2024: 12.4M shares shortDec 31, 2024: 12.48M shares shortJan 15, 2025: 12.52M shares shortJan 31, 2025: 13.73M shares shortFeb 14, 2025: 13.37M shares shortFeb 28, 2025: 14.01M shares shortMar 14, 2025: 14.34M shares shortMar 31, 2025: 12.96M shares shortApr 15, 2025: 12.8M shares shortApr 30, 2025: 12.17M shares shortMay 15, 2025: 11.87M shares shortMay 30, 2025: 11.96M shares shortJun 13, 2025: 11.84M shares shortJun 30, 2025: 11.74M shares shortJul 15, 2025: 11.12M shares shortJul 31, 2025: 10.5M shares shortAug 15, 2025: 10.24M shares shortAug 29, 2025: 10.42M shares shortSep 15, 2025: 11.15M shares shortSep 30, 2025: 11.81M shares shortOct 15, 2025: 12.09M shares shortOct 31, 2025: 12.26M shares shortNov 14, 2025: 12.56M shares shortNov 28, 2025: 12.09M shares shortDec 15, 2025: 11.02M shares shortDec 31, 2025: 10.68M shares shortJan 15, 2026: 11.5M shares shortJan 30, 2026: 11.84M shares shortFeb 13, 2026: 13.23M shares shortFeb 27, 2026: 13.85M shares shortMar 13, 2026: 13.2M shares shortMar 31, 2026: 13.84M shares shortApr 15, 2026: 15M shares shortApr 30, 2026: 17.74M shares shortMay 15, 2026: 17.82M shares shortMay 29, 2026: 18.17M shares shortJun 15, 2026: 19.64M shares shortJun 30, 2026: 19.12M shares shortJul 15, 2026: 17.75M shares shortJul 31, 2026: 17.32M shares shortAug 14, 2026: 17.84M shares shortAug 31, 2026: 16.76M shares shortSep 15, 2026: 17.45M shares shortSep 30, 2026: 18.58M shares short
Oct 15, 2024Sep 30, 2026
Settlement dateShares shortChangeDays to cover
Sep 30, 202618.58M+6.5%8.0
Sep 15, 202617.45M+4.1%10.1
Aug 31, 202616.76M-6.0%10.7
Aug 14, 202617.84M+3.0%5.1
Jul 31, 202617.32M-2.4%9.6
Jul 15, 202617.75M-7.2%9.0
Jun 30, 202619.12M-2.6%8.8
Jun 15, 202619.64M+8.1%8.2

Largest fails to deliver, the last year

26 settlement days with at least $10,000 of shares sold and not delivered

Settlement dateSharesValue
Jun 30, 2026149.6K$5.7M
Mar 17, 2026150.62K$4.6M
Jan 27, 2026103.57K$4.2M
Jun 23, 202676.9K$2.6M
Jan 16, 202630.3K$1.3M

Short interest is every broker's short position at the settlement date, reported to FINRA and published about a week and a half later; it does not say who is short. Days to cover is the short position over the average day's trading, and the share of the company is against the shares outstanding on its latest filing. A fail to deliver is the balance of shares sold and not delivered by settlement, from the SEC: it can be a short seller who never borrowed the stock, but is as often a late delivery that clears within days.

What they lobby on

Disclosed to the Senate, largest spend first

  • DOCTORS HOSPITAL AT RENAISSANCE$80K

    Health Issues, Medicare/Medicaid, Budget/Appropriations, Government Issues

    1st Quarter (Jan 1 - Mar 31) 2026

  • MCDERMOTT+$60K

    Medicare/Medicaid, Pharmacy

    1st Quarter (Jan 1 - Mar 31) 2026

  • REPUBLIC CONSULTING, LLC$50K

    Defense

    1st Quarter (Jan 1 - Mar 31) 2026

  • HALL, RENDER, KILLIAN, HEATH & LYMAN, P.C.$36K

    Health Issues, Medicare/Medicaid

    1st Quarter (Jan 1 - Mar 31) 2026

  • TWENTY-FIRST CENTURY GROUP, INC.$24K

    Health Issues

    1st Quarter (Jan 1 - Mar 31) 2026

  • THE TOMHAVE GROUP, INC.$22.5K

    1st Quarter (Jan 1 - Mar 31) 2026

  • THE LOUIS D. BRANDEIS CENTER FOR HUMAN RIGHTS UNDER LAW—

    Religion, Civil Rights/Civil Liberties, Education

    1st Quarter (Jan 1 - Mar 31) 2026

  • CORNERSTONE GOVERNMENT AFFAIRS, INC.—

    Pharmacy, Medical/Disease Research/Clinical Labs, Health Issues

    1st Quarter (Jan 1 - Mar 31) 2026

More on HRB

Who traded it

Most active first

Every disclosure

4 in total, newest first

MemberAmount
Valerie HoyleOR · housesellspouse$1K – $15K
Valerie HoyleOR · housebuyspouse$1K – $15K
Dean PhillipsMN · housesell$1K – $15K
Dean PhillipsMN · housebuy$1K – $15K

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