NYSE · Consumer Discretionary

BLOCK H & R INC HRB

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia.

Other Consumer Services

Company profile

Business mix

  • The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement.
  • In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services.
  • The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software.
  • H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in personal services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 6.75 FCF 15.76% Buyback 5.69%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Himalaya Capital Li Lu 1.6% $51.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $71.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +2,082,561 / 0
Himalaya Capital Li Lu 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$51.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,626,906 (New) Total shares 1,626,906 Value $51.6M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$28.8M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 20.7% 13F value change +$5.9M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -4.2% 13F value change -$4.1M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -24.8% 13F value change -$10.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +455,655 (New) Total shares 455,655 Value $19.9M

Recent mentions

No public mentions.