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Added to YB: 2025-07-25

Pitch date: 2025-07-23

HRB [bullish]

H&R Block, Inc.

-11.54%

current return

Author Info

No bio for this author

Company Info

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.

Market Cap

$6.7B

Pitch Price

$56.43

Price Target

N/A

Dividend

2.99%

Sector

Diversified Consumer Services

Category

value

Show full summary:
H&R Block $HRB : New Old Idea

HRB: 9% SI with Q4 likely 50% better YoY. Bear case weakened - IRS Free File shutdown, tax changes in FY26 increasing itemizers w/$40k SALT cap, good tax season. 10x FCF vs. peers, returns 100% FCF via divs/buybacks. $600M repurchases coming (~8% of shares). Could squeeze post-Q4 earnings.

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