HR Block Stock Today

HRB
 Stock
  

USD 41.17  0.88  2.18%   

Market Performance
5 of 100
Odds Of Distress
Less than 34
HR Block is trading at 41.17 as of the 4th of October 2022, a 2.18% increase since the beginning of the trading day. The stock's open price was 40.29. HR Block has about a 34 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for HR Block are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2022 and ending today, the 4th of October 2022. Click here to learn more.
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. The company has 175.63 M outstanding shares of which 9.69 M shares are currently shorted by investors with about 5.37 days to cover. More on HR Block

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Follow Valuation Odds of Bankruptcy
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HR Block Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. HR Block's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Over 93.0% of the company shares are owned by institutional investors
On 3rd of October 2022 HR Block paid $ 0.29 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by Karen Orosco of 13223 shares of HR Block subject to Rule 16b-3
CEOWilliam Cobb
Thematic IdeaMacroaxis Picks (view all)
Average Analyst Recommendation
Analysts covering HR Block report their recommendations after researching HR Block's financial statements, talking to executives and customers, or listening in on HR Block's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering HR Block. The HR Block consensus assessment is calculated by taking the average forecast from all of the analysts covering HR Block.
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of HR Block's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyOvervalued
HR Block (HRB) is traded on New York Stock Exchange in USA and employs 3,600 people. The company currently falls under 'Mid-Cap' category with total capitalization of 7.47 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 runs under Consumer Cyclical sector within Personal Services industry. The entity has 175.63 M outstanding shares of which 9.69 M shares are currently shorted by investors with about 5.37 days to cover. HR Block has about 1.04 B in cash with 80.73 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 6.53.
Check HR Block Probability Of Bankruptcy
Ownership
HR Block shows a total of 175.63 Million outstanding shares. The majority of HR Block outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to purchase positions in HR Block to benefit from reduced commissions. Hence, outside corporations are subject to a different set of regulations than regular investors in HR Block. Please pay attention to any change in the institutional holdings of HR Block as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.

Ownership Allocation (%)

Check HR Block Ownership Details

HR Block Stock Price Odds Analysis

What are HR Block's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of HR Block jumping above the current price in 90 days from now is about 61.54%. The HR Block probability density function shows the probability of HR Block stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon HR Block has a beta of 0.8741. This usually indicates HR Block market returns are sensitive to returns on the market. As the market goes up or down, HR Block is expected to follow. Additionally, the company has an alpha of 0.2266, implying that it can generate a 0.23 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 41.17HorizonTargetOdds Above 41.17
38.31%90 days
 41.17 
61.54%
Based on a normal probability distribution, the odds of HR Block to move above the current price in 90 days from now is about 61.54 (This HR Block probability density function shows the probability of HR Block Stock to fall within a particular range of prices over 90 days) .

HR Block Stock Institutional Holders

Institutional Holdings refers to the ownership stake in HR Block that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of HR Block's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing HR Block's value.
InstituionSecurity TypeTotal SharesValue
Vanguard Group IncCommon Shares19.6 M692.6 M
Blackrock IncCommon Shares19.1 M674.8 M
View HR Block Diagnostics

HR Block Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. HR Block market risk premium is the additional return an investor will receive from holding HR Block long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in HR Block. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although HR Block's alpha and beta are two of the key measurements used to evaluate HR Block's performance over the market, the standard measures of volatility play an important role as well.

HR Block Stock Against Markets

Picking the right benchmark for HR Block stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in HR Block stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for HR Block is critical whether you are bullish or bearish towards HR Block at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in HR Block without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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HR Block Corporate Directors

HR Block corporate directors refer to members of a HR Block board of directors. The board of directors generally takes responsibility for the HR Block's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of HR Block's board members must vote for the resolution. The HR Block board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Paul Brown - Independent DirectorProfile
James Wright - Independent DirectorProfile
Sean Cohan - Independent DirectorProfile
Richard Johnson - Independent DirectorProfile

Invested in HR Block?

The danger of trading HR Block is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of HR Block is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than HR Block. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile HR Block is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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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.