Investor’s Toolkit: Key Ratios for Assessing H&R Block Inc (HRB)’s Performance

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H&R Block Inc (NYSE: HRB) closed the day trading at $56.95 down -0.96% from the previous closing price of $57.50. In other words, the price has decreased by -$0.96 from its previous closing price. On the day, 1.45 million shares were traded.

Ratios:

For a better understanding of HRB, let’s look at its different ratios. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 9.66 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 11.76. For the most recent quarter (mrq), Quick Ratio is recorded 0.78 and its Current Ratio is at 0.78.

On March 10, 2021, Barrington Research reiterated its Outperform rating and also lowered its target price recommendation from $21 to $24.

Northcoast Upgraded its Neutral to Buy on July 15, 2020, while the target price for the stock was maintained at $20.

Insider Transactions:

The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Apr 16 ’25 when Jones Jeffrey J II sold 53,810 shares for $63.28 per share. The transaction valued at 3,405,097 led to the insider holds 844,790 shares of the business.

Jones Jeffrey J II bought 53,810 shares of HRB for $3,405,146 on Apr 16 ’25. On Sep 23 ’24, another insider, Bowen Tony G, who serves as the Former Officer of the company, bought 23,025 shares for $64.39 each.

Valuation Measures:

As of this moment, H&R’s Price-to-Earnings (P/E) ratio for their current fiscal year is 13.94, and their Forward P/E ratio for the next fiscal year is 11.07. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.53. For the stock, the TTM Price-to-Sale (P/S) ratio is 2.05.

Stock Price History:

Over the past 52 weeks, HRB has reached a high of $68.45, while it has fallen to a 52-week low of $48.23. The 50-Day Moving Average of the stock is 0.54%, while the 200-Day Moving Average is calculated to be -1.53%.

Shares Statistics:

A total of 133.88M shares are outstanding, with a floating share count of 132.18M. Insiders hold about 1.27% of the company’s shares, while institutions hold 91.61% stake in the company.

Earnings Estimates

Investors are keenly observing as 4.0 analysts analyze and rate the current performance of H&R Block Inc (HRB) in the stock market.The consensus estimate for the next quarter is -$1.36, with high estimates of -$1.36 and low estimates of -$1.36.

Analysts are recommending an EPS of between $5.35 and $5.2 for the fiscal current year, implying an average EPS of $5.25. EPS for the following year is $5.14, with 4.0 analysts recommending between $5.23 and $5.1.

Revenue Estimates

3 analysts predict $1.07B in revenue for the current quarter. It ranges from a high estimate of $1.08B to a low estimate of $1.07B. As of the current estimate, H&R Block Inc’s year-ago sales were $1.06BFor the next quarter, 3 analysts are estimating revenue of $197.56M. There is a high estimate of $197.56M for the next quarter, whereas the lowest estimate is $197.56M.

A total of 4 analysts have provided revenue estimates for HRB’s current fiscal year. The highest revenue estimate was $3.73B, while the lowest revenue estimate was $3.72B, resulting in an average revenue estimate of $3.72B. In the same quarter a year ago, actual revenue was $3.61BBased on 3 analysts’ estimates, the company’s revenue will be $3.83B in the next fiscal year. The high estimate is $3.83B and the low estimate is $3.81B.

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