HR Block Stock Analysis

HRB
 Stock
  

USD 43.82  0.18  0.41%   

The current rise in HR Block short term price appreciation may raise some interest from investors. The stock closed today at a share price of 43.82 on 1,548,700 in trading volume. The company executives have successfully maneuvered the firm at convenient times to take advantage of all market conditions in August. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.41. The current volatility is consistent with the ongoing market swings in August 2022 as well as with HR Block unsystematic, company-specific events.
Please check Risk vs Return Analysis.
  
The HR Block stock analysis report makes it easy to digest most publicly released information about HR Block and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. HR Block Stock analysis module also helps to analyze the HR Block price relationship with some important fundamental indicators such as market cap and management efficiency.

HR Block Stock Analysis Notes

About 93.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.09. HR Block last dividend was issued on the 7th of June 2022. The entity had 2:1 split on the 23rd of August 2005. HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. To learn more about HR Block call William Cobb at 816 854-3000 or check out www.hrblock.com.

HR Block Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. HR Block's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 93.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Karen Orosco of 13223 shares of HR Block subject to Rule 16b-3

HR Block Upcoming and Recent Events

Earnings reports are used by HR Block to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HR Block previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report1st of February 2022
Next Fiscal Quarter End31st of December 2021
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

HR Block SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. HR Block prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that HR Block investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial HR Block specific information freely available to individual and institutional investors to make a timely investment decision.
18th of August 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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17th of August 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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9th of August 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
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10th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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10th of February 2022
Unclassified Corporate Event
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7th of February 2022
Unclassified Corporate Event
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3rd of February 2022
Unclassified Corporate Event
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1st of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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HR Block Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as HR Block is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HR Block backward and forwards among themselves. HR Block's institutional investor refers to the entity that pools money to purchase HR Block's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares19.6 M692.6 M
Blackrock IncCommon Shares19.1 M674.8 M
Fmr LlcCommon Shares12.8 M451.4 M
Jupiter Asset Management LtdCommon Shares9.2 M324.9 M
State Street CorpCommon Shares7.7 M272.5 M
Wellington Management Group LlpCommon Shares4.5 M158.3 M
Charles Schwab Investment Management IncCommon SharesM104.3 M
Note, although HR Block's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

HR Block Market Capitalization

The company currently falls under 'Mid-Cap' category with total capitalization of 8.01 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate HR Block's market, we take the total number of its shares issued and multiply it by HR Block's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

HR Block Profitablity

HR Block's profitability indicators refer to fundamental financial ratios that showcase HR Block's ability to generate income relative to its revenue or operating costs. If, let's say, HR Block is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, HR Block's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of HR Block's profitability requires more research than a typical breakdown of HR Block's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 16.06 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 30.24 %, which entails that for every 100 dollars of revenue, it generated 0.3 of operating income.

Management Efficiency

The entity has Return on Asset of 12.78 % which means that on every $100 spent on asset, it made $12.78 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 186.98 %, implying that it generated $186.98 on every 100 dollars invested. HR Block management efficiency ratios could be used to measure how well hr block manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 24th of September, HR Block owns the Standard Deviation of 2.41, market risk adjusted performance of 0.3739, and Semi Deviation of 1.07. HR Block technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for HR Block, which can be compared to its peers in the sector. Please check out HR Block downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if HR Block is priced more or less accurately, providing market reflects its prevailing price of 43.82 per share. Given that HR Block has jensen alpha of 0.4462, we strongly advise you to confirm HR Block's latest market performance to make sure the company can sustain itself sooner or later.

HR Block Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Kaufman Adaptive Moving Average allows the user to define HR Block range across which they want the smoothing.
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HR Block Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HR Block insiders, such as employees or executives, is commonly permitted as long as it does not rely on HR Block's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HR Block insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

HR Block Predictive Daily Indicators

HR Block intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HR Block stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

HR Block Forecast Models

HR Block time-series forecasting models is one of many HR Block's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary HR Block's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About HR Block Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how HR Block prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling HR Block shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as HR Block. By using and applying HR Block Stock analysis, traders can create a robust methodology for identifying HR Block entry and exit points for their positions.
HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange.

Current HR Block Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. HR Block analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. HR Block analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
27.6Hold5Odds
HR Block current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most HR Block analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand HR Block stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of HR Block, talking to its executives and customers, or listening to HR Block conference calls.
HR Block Analyst Advice Details

HR Block Stock Analysis Indicators

HR Block stock analysis indicators help investors evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock analysis, traders can identify HR Block position entry and exit signals to maximize returns.
Quick Ratio0.97
Trailing Annual Dividend Rate1.04
Fifty Two Week Low21.08
Revenue Growth3.90%
Payout Ratio33.44%
Average Daily Volume Last 10 Day1.86M
Shares Short Prior Month10.42M
Average Daily Volume In Three Month1.85M
Earnings Growth-0.80%
Shares Percent Shares Out6.07%
Earnings Quarterly Growth-11.20%
Gross Margins47.20%
Forward Price Earnings12.40
Short Percent Of Float8.73%
Float Shares158.52M
Fifty Two Week High48.76
Fifty Day Average42.44
Enterprise Value To Ebitda9.57
Two Hundred Day Average31.03
Enterprise Value To Revenue2.89
Trailing Annual Dividend Yield2.31%
Please check Risk vs Return Analysis. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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When running HR Block price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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Is HR Block's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. If investors know HR Block will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HR Block listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of HR Block is measured differently than its book value, which is the value of HR Block that is recorded on the company's balance sheet. Investors also form their own opinion of HR Block's value that differs from its market value or its book value, called intrinsic value, which is HR Block's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HR Block's market value can be influenced by many factors that don't directly affect HR Block's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine HR Block value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HR Block's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.