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H&R Block Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 23 May 2023.
H&R Block Inc: what insiders have been doing
Every trade that managers of H&R Block Inc disclose to SEC (Form 4) is tracked on this page. The company sits in the Business Services sector and is based in Kansas City, United States. It was founded in 1955. The last twelve months, up to 18 October 2026, brought 21 filings signed by 16 insiders.
No insider bought on the market over the period, while 1 insider filed 1 sale totalling €97k. One trade stands out by size: a sale of €97k from Darling Mark J., disclosed on 2 October 2026, or 0.0022% of market capitalisation.
Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
With 21 filings in twelve months, the company is more active than the median of 19 filings across the 5,810 companies we follow on the same exchange. Looking back to 2021, when coverage begins, insiders filed 4 purchases and 18 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 30 June 2026 lists revenue at 3.95 bn USD and net income at 733.6 m USD; the dividend was 1.68 USD per share.
In the same sector, recent insider purchases at Coursera, Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
157
Thresholds
n/a
Buy Volume
€416,361
4 ops. · all time
Sell Volume
€29M
18 ops. · all time
Who traded when
BuySaleJeffrey J. Jones II1 sale
Mark J. Darling1 sale
Since the insiders bought
- +64.5%Entry US$32.04 · Close at T+365 US$52.70
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate H&R Block Inc Hold (neutral), based on 3 analysts. Average price target: US$51.67.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 2,116 of 24,166 companies
74.9
score / 100
Value84
Quality66
FCF yld13%
Earn yld12%
EV/EBITDA7.6x
ROE·
Gross mgn44%
Net mgn19%
Debt/EBITDA2.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$43.83
Analyst consensus
3 analystsHold
US$36.00Target US$51.67(+18%)US$60.00
Income statement
RevenueUS$3.9B
Gross profitUS$1.7B44% margin
EBITDAUS$1.1B27% margin
Net incomeUS$733.6M18.6% margin
Valuation
PER (trailing)7.7x
PER (forward)6.3x
P/Book46.3x
Beta0.39
Balance sheet & cash
Market capUS$5.4B
Total debtUS$2.1B
Free Cash FlowUS$756.1M
Debt / Equity1789%
Profitability & ownership
ROE713.5%
ROA17.4%
% insiders0.7%
% institutions106.3%
Last declaration on 2 October 2026
Declarations157 total
2,700 shares@ US$40.68620.0022% mcap50.0% of flowCommon StockSEC:0001225208-26-008114:0
2,700 shares@ US$40.68630.0022% mcap100.0% of flowCommonSEC144:0001959173-26-007151
17,271 shares0Common StockSEC:0001225208-26-007138:0
4,429 shares0Common StockSEC:0001225208-26-007127:0
11 shares@ US$39.830.0000% mcap0.5% of flowCommon StockSEC:0001225208-26-006575:0
1,016 shares@ US$37.960.0007% mcap40.6% of flowCommon StockSEC:0001225208-26-005853:0
3,727 shares0Common StockSEC:0001225208-26-000816:0
3,727 shares0Common StockSEC:0001225208-26-000815:0
3,727 shares0Common StockSEC:0001225208-26-000814:0
1,481 shares0Common StockSEC:0001225208-26-000457:0
17,216 shares0Common StockSEC:0001225208-26-000456:0
128,818 shares@ US$29.7314.8% of flowCommon StockSEC:0001225208-25-009313:0
145,087 shares@ US$29.7316.6% of flowCommon StockSEC:0001225208-25-009180:0
3,927 shares0Common StockSEC:0001225208-25-009042:0
10,209 shares0Common StockSEC:0001225208-25-009039:0
3,927 shares0Common StockSEC:0001225208-25-009037:0
3,927 shares0Common StockSEC:0001225208-25-009041:0
3,927 shares0Common StockSEC:0001225208-25-009040:0
3,927 shares0Common StockSEC:0001225208-25-009036:0
3,293 shares0Common StockSEC:0001225208-25-008870:0
2,086 shares0Common StockSEC:0001225208-25-007723:0
9,385 shares0Common StockSEC:0001225208-25-007722:0
10,428 shares0Common StockSEC:0001225208-25-007721:0
11,818 shares0Common StockSEC:0001225208-25-007718:0
25 of 157 declarations
About H&R Block Inc
H&R Block Inc. (NYSE: HRB) is a leading U.S. provider of tax preparation and, more broadly, consumer and small-business financial and administrative services in the United States. The company was founded in 1955 by Henry and Richard Bloch in Kansas City, Missouri, where it remains headquartered. H&R Block built its brand around tax preparation and helped institutionalize the modern retail tax-prep model in the U.S. market, making it one of the most recognizable names in the category. ([hrblock.com](https://www.hrblock.com/corporate/our-company/?utm_source=openai))
Its business model spans several complementary segments. H&R Block offers assisted tax preparation through its nationwide office network, do-it-yourself online filing solutions, and digital tools tailored to self-filers, freelancers, and small businesses. It also provides tax support services, workflow and compliance-related offerings, and selected financial products linked to refunds and client cash-management needs, depending on the product structure in a given period. The company’s strategy relies on combining a physical advisor-led footprint with digital self-service capabilities, which allows it to serve both simple and more complex tax situations. ([hrblock.com](https://www.hrblock.com/corporate/our-company/?utm_source=openai))
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From a competitive standpoint, H&R Block operates in a highly seasonal but resilient market. The company states that it serves clients through roughly 9,000 locations nationwide and a network of more than 60,000 tax professionals, giving it meaningful scale in a market that is split between legacy in-person competitors and fast-growing software-based filing alternatives. In practice, competition comes from other tax preparers, online tax software vendors, and low-cost digital platforms. H&R Block’s differentiation lies in its brand strength, tax expertise, national reach, and its ability to handle clients who want human assistance rather than a purely self-directed filing experience. ([investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-leverages-openai-create-force-multiplier-its-human?utm_source=openai))
Recent developments highlight the company’s transformation agenda. In 2025 and 2026, management emphasized technology, artificial intelligence, and improved servicing for more complex filers and small-business clients. H&R Block announced a collaboration with OpenAI to extend AI capabilities to its professional tax network, and in March 2026 the company received external recognition for its AI-powered tax platform. Financially, fiscal 2025 delivered revenue growth and stronger capital returns through dividends and share repurchases, while fiscal 2026 third-quarter results showed improved assisted-channel market share and a higher full-year outlook. For equity investors, the key takeaway is that H&R Block combines a mature cash-generating tax franchise with an ongoing digital upgrade story on the NYSE-listed U.S. market. ([investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-leverages-openai-create-force-multiplier-its-human?utm_source=openai))
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