HRB
H&R Block Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
H&R Block Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
H&R Block Inc
51.28
+1.60 · +3.22%
post 51.28 0.00%
Annual filing, covered
10-K parsed · Aug 14 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Aug 14 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides DIY tax services and products, including federal and state income tax returns, access to tax tips, advice and tax-related news, use of calculators for tax planning, and error checking and electronic filing; and software online, as well as through third-party retail stores. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. Further, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides DIY tax services and products, including federal and state income tax returns, access to tax tips, advice and tax-related news, use of calculators for tax planning, and error checking and electronic filing; and software online, as well as through third-party retail stores. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. Further, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.
Same SIC code · 6
Same SEC industry code: Service Corp International, Unifirst Corp, Yelp Inc and 3 more; of H&R Block Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Service Corp International, Unifirst Corp, Yelp Inc and 3 more; of H&R Block Inc's 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $621.7M | 12.63% | +5.07% |
| FMR | $599.5M | 12.18% | +2.99% |
| AQR | $366.2M | 7.44% | +202.14% |
| Vanguard Portfolioindex-like | $236.5M | 4.81% | −14.60% |
| Vanguardindex-like | $217.6M | 4.42% | +1.03% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $621.7M | 12.63% | +5.07% |
| FMR | $599.5M | 12.18% | +2.99% |
| AQR | $366.2M | 7.44% | +202.14% |
| Vanguard Portfolioindex-like | $236.5M | 4.81% | −14.60% |
| Vanguardindex-like | $217.6M | 4.42% | +1.03% |
Bull3
Bear1
Tall tick = annual report · Source: EDGAR
Linked news
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Expected move
Inputs8Q avg ±8.2%·×0.75·cheap
straddle ±8.4%
spot 51.31exp Nov 20ATM strike 50ATM straddle 5.08IV 51%