Overview
Smart money at a glance
Filings to Oct 4, 2026Net selling: insiders sold $110K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$110K netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 1 added, 5 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Market overview
Fundamentals Oct 3- Open
- $40.35
- 52-wk high
- $58.14
- High
- $41.09
- 52-wk low
- $27.23
- Low
- $40.14
- Prev close
- $40.58
- Mkt cap
- $5.11B
- P/E
- 7.3x
- Volume
- 2.01M
- Fwd P/E
- 6.8x
- Beta
- 0.38
- Div yield
- 3.97%
- P/S
- 1.3x
- P/B
- 45.0x
- Profit margin
- +18.6%
- Op margin
- +32.9%
- ROE
- +71.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about HRB filings
Are insiders buying or selling H&R Block Inc (HRB) stock?
Net selling: insiders sold $110K and bought $0 of HRB stock on the open market in the 90 days to Oct 4, 2026, according to SEC Form 4 filings. The largest was Darling, Mark J. (Chief Retail Officer), who sold $110K. The latest filing was on Oct 2, 2026.
Which members of Congress have traded HRB recently?
None. No member of Congress disclosed a HRB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this HRB smart-money data?
This summary uses filings available on Oct 4, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- AQ

AQR
$266.3M
added
Sells/Trims (2)
- CI

Citadel
$80.7M
trimmed
- LL

Li Lu
$51.6M
sold
What insiders are doing
Sells (1)
- DM
Darling Mark J.
$110K
sold
How top traders are positioned
No tracked top-trader positions in HRB right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 6.7% above what analysts expected.
Last report
Aug 11, 2026
Period ending
Jun 30, 2026
Earnings per share
$2.23 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 11, 2026 | $2.38 / $2.23Alpha Vantage | +6.73% beat | Unavailable | Unavailable |
| Mar 31, 2026 | May 6, 2026 | $6.02 / $5.77Alpha Vantage | +4.33% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 3, 2026 | -$1.84 / -$1.89Alpha Vantage | +2.65% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Nov 6, 2025 | -$1.20 / -$1.35Alpha Vantage | +11.11% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 12, 2025 | $2.27 / $2.83Alpha Vantage | -19.79% miss | Unavailable | Unavailable |
| Mar 31, 2025 | May 7, 2025 | $5.38 / $5.17Alpha Vantage | +4.06% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 4, 2025 | -$1.73 / -$1.61Alpha Vantage | -7.45% miss | Unavailable | Unavailable |
| Sep 30, 2024 | Nov 7, 2024 | -$1.17 / -$1.21Alpha Vantage | +3.31% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Nov 5, 2026, in 32 days
Estimates as of Oct 3, 2026
EPS expected
-$1.48 to -$1.34
Revenue expected
4 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
Financials
Is the business strong?
Fairly priced and profitable.
- Net margin
- 18.6%
- P/E
- 7.33
- Forward P/E
- 6.80
- Market cap
- $5.1B
Valuation
- P/S1.29
- P/B44.97
- Dividend yield4.0%
Quality
- Operating margin32.9%
- ROE71.4%
- ROA17.4%
Growth
- Beta0.38
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace