Hr Block Stock Analysis
HRB Stock | USD 47.93 0.28 0.59% |
HR Block is fairly valued with Real Value of 47.8 and Target Price of 39.33. The main objective of HR Block stock analysis is to determine its intrinsic value, which is an estimate of what HR Block is worth, separate from its market price. There are two main types of HR Block's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect HR Block's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of HR Block's stock to identify patterns and trends that may indicate its future price movements.
The HR Block stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. HR Block is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. HRB Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and HR Block's ongoing operational relationships across important fundamental and technical indicators.
HRB |
HRB Stock Analysis Notes
About 95.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.79. HR Block last dividend was issued on the 4th of March 2024. The entity had 2:1 split on the . HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people. To learn more about HR Block call Jeffrey II at 816 854 3000 or check out https://www.hrblock.com.HR Block Quarterly Total Revenue |
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HR Block Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. HR Block's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding HR Block or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 95.0% of the company shares are owned by institutional investors | |
On 3rd of April 2024 HR Block paid $ 0.32 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: Returns On Capital At HR Block Have Stalled |
HR Block Upcoming and Recent Events
Earnings reports are used by HR Block to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to HR Block previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
6th of February 2024 Upcoming Quarterly Report | View | |
14th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
20th of August 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
30th of June 2023 Last Financial Announcement | View |
HRB Largest EPS Surprises
Earnings surprises can significantly impact HR Block's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
1999-08-19 | 1999-07-31 | -0.1 | -0.09 | 0.01 | 10 | ||
1998-11-23 | 1998-10-31 | -0.08 | -0.07 | 0.01 | 12 | ||
1998-08-20 | 1998-07-31 | -0.07 | -0.06 | 0.01 | 14 |
HR Block Thematic Classifications
In addition to having HR Block stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Personal ServicesUSA Equities from Personal Services industry as classified by Fama & French | ||
Hedge FavoritesInvestment assets that are popular or favored by hedge funds |
HRB Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HR Block is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HR Block backward and forwards among themselves. HR Block's institutional investor refers to the entity that pools money to purchase HR Block's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Aqr Capital Management Llc | 2023-12-31 | 2.3 M | Northern Trust Corp | 2023-12-31 | 2.2 M | Goldman Sachs Group Inc | 2023-12-31 | 2.2 M | Citadel Advisors Llc | 2023-09-30 | 2 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.9 M | Arrowstreet Capital Limited Partnership | 2023-12-31 | 1.8 M | Norges Bank | 2023-12-31 | 1.7 M | Lsv Asset Management | 2023-12-31 | 1.7 M | Pacer Advisors, Inc. | 2023-12-31 | 1.6 M | Fmr Inc | 2023-12-31 | 21.6 M | Blackrock Inc | 2023-12-31 | 17.9 M |
HRB Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 6.65 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate HR Block's market, we take the total number of its shares issued and multiply it by HR Block's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.HRB Profitablity
HR Block's profitability indicators refer to fundamental financial ratios that showcase HR Block's ability to generate income relative to its revenue or operating costs. If, let's say, HR Block is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, HR Block's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of HR Block's profitability requires more research than a typical breakdown of HR Block's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.17 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of (1.49) %, which entails that for every $100 of revenue, it lost $1.49. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.25 | 0.26 | |
Return On Capital Employed | 0.33 | 0.19 | |
Return On Assets | 0.21 | 0.12 | |
Return On Equity | 15.54 | 16.32 |
Management Efficiency
HR Block has Return on Asset of 0.1786 % which means that on every $100 spent on assets, it made $0.1786 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.4611 %, implying that it generated $0.4611 on every 100 dollars invested. HR Block's management efficiency ratios could be used to measure how well HR Block manages its routine affairs as well as how well it operates its assets and liabilities. At present, HR Block's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 16.32, whereas Return On Capital Employed is forecasted to decline to 0.19. At present, HR Block's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 2 B, whereas Non Current Assets Total are forecasted to decline to about 1.7 B.Last Reported | Projected for Next Year | ||
Book Value Per Share | 0.19 | 0.18 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | (7.64) | (7.26) | |
Enterprise Value Over EBITDA | 5.75 | 6.03 | |
Price Book Value Ratio | 137.32 | 144.19 | |
Enterprise Value Multiple | 5.75 | 6.03 | |
Price Fair Value | 137.32 | 144.19 | |
Enterprise Value | 7.6 B | 3.9 B |
The analysis of HR Block's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze HR Block's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of HRB Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0269 | Forward Dividend Yield 0.0269 | Forward Dividend Rate 1.28 | Beta 0.698 |
Technical Drivers
As of the 24th of April, HR Block owns the Standard Deviation of 1.51, market risk adjusted performance of 0.0587, and Semi Deviation of 1.29. HR Block technical analysis makes it possible for you to employ past data patterns with the intention to determine a pattern that calculates the direction of the firm's future prices. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for HR Block, which can be compared to its peers in the sector. Please check out HR Block downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if HR Block is priced more or less accurately, providing market reflects its prevailing price of 47.93 per share. Given that HR Block has jensen alpha of (0.03), we strongly advise you to confirm HR Block's latest market performance to make sure the company can sustain itself sooner or later.HR Block Price Movement Analysis
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. HR Block middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for HR Block. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
HR Block Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HR Block insiders, such as employees or executives, is commonly permitted as long as it does not rely on HR Block's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HR Block insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jeffrey Jones few days ago Disposition of 91192 shares by Jeffrey Jones of HR Block at 38.0 subject to Rule 16b-3 | ||
Matthew Winter over three months ago Acquisition by Matthew Winter of 4540 shares of HR Block subject to Rule 16b-3 | ||
West Marc over a year ago HR Block exotic insider transaction detected |
HR Block Predictive Daily Indicators
HR Block intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of HR Block stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
HR Block Corporate Filings
F4 | 23rd of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 20th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 9th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 8th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 6th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 2nd of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 23rd of January 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 27th of November 2023 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
HR Block Forecast Models
HR Block's time-series forecasting models are one of many HR Block's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary HR Block's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About HRB Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how HR Block prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling HRB shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as HR Block. By using and applying HRB Stock analysis, traders can create a robust methodology for identifying HRB entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.24 | 0.22 | |
Operating Profit Margin | 0.20 | 0.13 | |
Net Profit Margin | 0.18 | 0.13 | |
Gross Profit Margin | 0.71 | 0.68 |
Current HRB Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. HRB analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. HRB analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
39.33 | Buy | 4 | Odds |
Most HRB analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand HRB stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of HR Block, talking to its executives and customers, or listening to HRB conference calls.
HRB Stock Analysis Indicators
HR Block stock analysis indicators help investors evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock analysis, traders can identify HR Block position entry and exit signals to maximize returns.
Begin Period Cash Flow | 1.1 B | |
Long Term Debt | 1.5 B | |
Common Stock Shares Outstanding | 154.5 M | |
Total Stockholder Equity | 32.1 M | |
Total Cashflows From Investing Activities | -101.4 M | |
Tax Provision | 149.4 M | |
Quarterly Earnings Growth Y O Y | 0.444 | |
Property Plant And Equipment Net | 568.3 M | |
Cash And Short Term Investments | 987 M | |
Cash | 987 M | |
Accounts Payable | 159.9 M | |
Net Debt | 947.9 M | |
50 Day M A | 47.6868 | |
Total Current Liabilities | 938.8 M | |
Other Operating Expenses | 2.7 B | |
Non Current Assets Total | 1.9 B | |
Forward Price Earnings | 9.8619 | |
Common Stock Total Equity | 1.8 M | |
Non Currrent Assets Other | 52.6 M | |
Stock Based Compensation | 31.3 M |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HR Block. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the CEOs Directory module to screen CEOs from public companies around the world.
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When running HR Block's price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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Is HR Block's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. If investors know HRB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HR Block listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.444 | Dividend Share 1.22 | Earnings Share 3.6 | Revenue Per Share 23.597 | Quarterly Revenue Growth 0.076 |
The market value of HR Block is measured differently than its book value, which is the value of HRB that is recorded on the company's balance sheet. Investors also form their own opinion of HR Block's value that differs from its market value or its book value, called intrinsic value, which is HR Block's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HR Block's market value can be influenced by many factors that don't directly affect HR Block's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine if HR Block is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HR Block's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.