InsidersTradesSigma
Follow the H&R Block INC stock price and the full insider trade history of the company, a listed issuer based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Business Services sector, H&R Block INC has logged 155 insider filings. Market capitalisation: €6.8bn. The latest transaction was reported on 14 August 2026 (Attribution). Among the most active insiders: Jones Jeffrey J II. Every trade is free.
155
Insider Decl.
n/a
Thresholds
€416,361
4 ops.
Buy Volume
€29m
17 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate H&R Block INC Hold (neutral), based on 3 analysts. Average price target: US$43.33.
32Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 2,925 of 29,063 companies
73.8
score / 100
Value82
Quality65
FCF yld12%
Earn yld11%
EV/EBITDA8.1x
ROE·
Gross mgn44%
Net mgn19%
Debt/EBITDA2.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 14 August 2026
Declarations155 total
4,429 shares0Common StockSEC:0001225208-26-007127:0
17,271 shares0Common StockSEC:0001225208-26-007138:0
11 shares@ US$39.830.0000% mcap0.5% of flowCommon StockSEC:0001225208-26-006575:0
1,016 shares@ US$37.960.0007% mcap100.0% 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$29.7319.5% of flowCommon StockSEC:0001225208-25-009180:0
3,927 shares0Common StockSEC:0001225208-25-009042:0
3,927 shares0Common StockSEC:0001225208-25-009041:0
3,927 shares0Common StockSEC:0001225208-25-009040:0
10,209 shares0Common StockSEC:0001225208-25-009039:0
3,927 shares0Common StockSEC:0001225208-25-009037:0
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
10,428 shares0Common StockSEC:0001225208-25-007720:0
57,697 shares0Common StockSEC:0001225208-25-007719:0
11,818 shares0Common StockSEC:0001225208-25-007718:0
25 of 155 declarations
关于 H&R Block INC
H&R Block Inc. (NYSE: HRB) 是美国领先的税务准备服务提供商，更广泛地说，是美国消费者和小型企业的金融及行政服务提供商。该公司由 Henry 和 Richard Bloch 于 1955 年在密苏里州堪萨斯城创立，总部至今仍设于此。H&R Block 围绕税务准备建立了其品牌，并帮助美国市场实现了现代零售税务准备模式的制度化，使其成为该领域最知名的品牌之一。([hrblock.com](https://www.hrblock.com/corporate/our-company/?utm_source=openai)) 其商业模式涵盖了几个互补的细分市场。H&R Block 通过其全国范围的办事处网络提供辅助税务准备服务，以及针对自行报税者、自由职业者和小型企业量身定制的自助在线报税解决方案和数字工具。它还提供税务支持服务、工作流程和合规相关产品，以及根据特定时期的产品结构，提供与退税和客户现金管理需求相关的精选金融产品。该公司的战略依赖于将实体顾问主导的业务与数字自助服务能力相结合，使其能够应对简单和更复杂的税务情况。([hrblock.com](https://www.hrblock.com/corporate/our-company/?utm_source=openai)) 从竞争角度来看，H&R Block 在一个高度季节性但具有韧性的市场中运营。该公司表示，它通过全国约 9,000 个地点和由 60,000 多名税务专业人士组成的网络为客户提供服务，这使其在一个由传统面对面竞争对手和快速增长的基于软件的报税替代方案共同瓜分的市场中拥有显著的规模。实际上，竞争来自其他税务准备机构、在线税务软件供应商和低成本数字平台。H&R Block 的差异化在于其品牌实力、税务专业知识、全国覆盖范围以及处理那些需要人工协助而非纯粹自助报税体验的客户的能力。([investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-leverages-openai-create-force-multiplier-its-human?utm_source=openai)) 近期发展凸显了该公司的转型议程。在 2025 年和 2026 年，管理层强调了技术、人工智能以及为更复杂的报税者和小型企业客户改进服务。H&R Block 宣布与 OpenAI 合作，将其人工智能能力扩展到其专业税务网络，并于 2026 年 3 月，该公司因其人工智能驱动的税务平台获得了外部认可。在财务方面，2025 财年实现了收入增长，并通过股息和股票回购获得了更强的资本回报，而 2026 财年第三季度业绩显示辅助渠道市场份额有所提高，全年展望更高。对于股票投资者而言，关键在于 H&R Block 将一个成熟的创收税务特许经营权与在 NYSE 上市的美国市场持续进行的数字化升级故事相结合。([investors.hrblock.com](https://investors.hrblock.com/news-releases/news-release-details/hr-block-leverages-openai-create-force-multiplier-its-human?utm_source=openai))
