H&R BLOCK INC (HRB) Stock
HRB has an Alpha Score of 65 out of 100 (moderate), computed on Nov 4, 2026 from 3 of 4 sub-scores. 4 members of Congress disclosed 5 trades in HRB since 2017: 3 purchases and 2 sales, most recently Valerie Hoyle (sale, Sep 23, 2025). 6 of the hedge funds AlphaScala tracks reported HRB in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is D.E. Shaw's at $26.96M. Company insiders reported 0 open-market buys and 1 sale on SEC Form 4 in the 90 days to Nov 3, 2026. Its trailing P/E ratio is 8.7 and its net margin 18.6% (key statistics as of Nov 4, 2026).
What is HRB's Alpha Score?
How it works →Alpha Score of 65 reflects moderate overall profile with strong momentum, strong value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 4, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded H&R BLOCK INC (HRB)?
Most recent: Valerie Hoyle (sale, Sep 23, 2025); records start Jan 3, 2017.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Val Hoyle D-OR · House | 2025-09-23 | sale | $1k – $15k |
| Val Hoyle D-OR · House | 2024-10-29 | purchase | $1k – $15k |
| Dean Phillips D-MN · House | 2020-04-02 | sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2020-03-18 | purchase | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2017-01-03 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 2, 2026.
See all HRB political trades →Which hedge funds own HRB?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| D.E. Shaw David Shaw | 708K | $26.96M | -37% |
| Citadel Ken Griffin | 534K | $20.34M | -83% |
| Marshall Wace | 177K | $6.73M | -84% |
| Millennium Management Israel Englander | 63K | $2.41M | -82% |
| Blackstone | 12K | $461.7K | NEW |
| Bridgewater Associates Ray Dalio | 9K | $333.5K | -81% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are H&R BLOCK INC insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 30, 26 | Darling Mark J. | Chief Retail Officer | SELL | 2.7K | $110K |
SEC Form 4 filings as of Nov 3, 2026
See cluster-buy signals across all tickers →What are HRB's key statistics?
Key statistics as of Nov 4, 2026
How does HRB's valuation compare with the Consumer Discretionary sector?
| Metric | HRB | Consumer Discretionary median | Companies in median |
|---|---|---|---|
| P/E ratio | 8.7 | 21.0 | 126 |
| Net margin | 18.59% | 7.02% | 141 |
| Return on equity | 249.97% | 17.54% | 138 |
| Dividend yield (payers) | 2.71% | 2.21% | 73 |
Medians over the Consumer Discretionary stocks whose key statistics were refreshed in the last 35 days (newest Nov 4, 2026). P/E excludes loss-making companies.
HRB price chart
Powered by TradingViewWhat does H&R BLOCK INC do?
H&R Block Inc. is a leading provider of tax preparation services, both in-person and online. Established in 1955, the company offers a comprehensive range of services designed to assist individuals and small businesses in navigating the complexities of tax filing and tax law compliance. It operates a widespread network of retail tax offices across various countries, which enhances accessibility for clients seeking professional tax assistance. Alongside personal tax services, H&R Block also provides software solutions that customers can use to prepare their taxes independently, highlighting its adaption to the digital commerce landscape. The company is integral to the financial services sector, particularly during tax season, as it enables clients to optimize their tax liabilities while ensuring compliance with prevailing tax regulations. By addressing both basic and sophisticated tax needs, H&R Block Inc. plays a critical role in financial planning and support for a diverse client base, continually evolving its services through digital innovations to meet the changing needs of the market.