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H&R Block share price today

H&R Block, Inc. · HRB · Consumer Discretionary · Personal Services · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

H&R Block share price: $55.47 at the close on 4 November 2026, +11.7% in a year.

Getting betterBusiness trend from fewer quarters than usual
$55.47Price +11.7% in a year
9.8×P/E lower than 77% of the last 4.6 years
$1.1 BRevenue (Jun 2026) +3.0% on a year ago
$292 MProfit (Jun 2026) −2.0% on a year ago
32.9%Operating margin −0.5 points on a year ago
621%ROE FY26
46.6%ROIC against a 5.8% cost of capital: +40.8 points

H&R Block, Inc.'s P/E is near the low end of its own history, higher than only 23% of past readings, and its quarterly results are still getting worse.

The main question: the P/E is near the low end of its own history, higher than only 23% of past readings, but results are getting worse. A low multiple can stay low until the quarters turn.

The price has been stalling near its high for 19 weeks, and the P/E is lower than 77% of its own last 4.6 years. Over the last four quarters, results have been deteriorating, with profit −2.0% on a year earlier, and 116% of the last 3 years' profit came in as cash. What will decide it: whether results start to improve.

What is the H&R Block share price today?

H&R Block, Inc.'s share price was $55.47 at the close on 4 November 2026. It has been stalling near its high for 19 weeks. That is 41.1% above its average price over the last 200 trading days. In the last 52 weeks it traded between $30 and $55, and at that close it was at the high of that range.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today H&R Block, Inc. is in stage 3. The phase helps read everything below.

Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 20 weeks in a row.

1Y

Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.

  • Price $55.47
  • 50-day avg $46.74
  • 200-day avg $39.32
Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$49.74$50.96$54.31
7 Nov 2025$49.64$50.87$54.21
14 Nov 2025$44.27$50.39$54.01
21 Nov 2025$43.88$49.65$53.73
28 Nov 2025$42.12$48.95$53.52
5 Dec 2025$42.11$48.20$53.27
12 Dec 2025$43.31$47.35$52.99
19 Dec 2025$43.71$46.64$52.75
26 Dec 2025$43.77$46.02$52.54
2 Jan 2026$42.61$45.34$52.39
9 Jan 2026$45.08$44.54$52.17
16 Jan 2026$42.05$43.80$51.87
23 Jan 2026$40.04$43.04$51.56
30 Jan 2026$39.45$42.46$51.11
6 Feb 2026$32.88$41.65$50.46
13 Feb 2026$31.05$40.55$49.73
20 Feb 2026$30.39$39.65$49.12
27 Feb 2026$30.62$38.42$48.39
6 Mar 2026$32.26$37.22$47.75
13 Mar 2026$30.51$35.91$47.07
20 Mar 2026$31.79$34.67$46.41
27 Mar 2026$31.21$33.41$45.76
2 Apr 2026$32.18$32.64$45.29
10 Apr 2026$29.80$31.80$44.70
17 Apr 2026$32.16$31.16$44.11
24 Apr 2026$30.26$31.06$43.51
1 May 2026$31.25$31.14$42.89
8 May 2026$36.96$31.39$42.31
15 May 2026$37.25$31.91$41.84
22 May 2026$38.89$32.72$41.44
29 May 2026$38.49$33.35$41.13
5 Jun 2026$38.09$34.06$40.83
12 Jun 2026$36.52$34.61$40.47
18 Jun 2026$34.38$34.87$40.18
26 Jun 2026$37.22$35.39$39.79
2 Jul 2026$40.04$35.94$39.55
10 Jul 2026$39.59$36.78$39.27
17 Jul 2026$42.08$37.80$39.06
24 Jul 2026$40.83$38.35$38.79
31 Jul 2026$44.03$39.07$38.64
7 Aug 2026$46.19$39.77$38.50
14 Aug 2026$53.92$41.00$38.46
21 Aug 2026$53.68$42.43$38.50
28 Aug 2026$52.48$44.11$38.58
4 Sep 2026$49.06$45.66$38.72
11 Sep 2026$45.12$46.22$38.74
18 Sep 2026$44.25$46.80$38.82
25 Sep 2026$42.19$47.01$38.84
2 Oct 2026$41.68$47.05$38.81
9 Oct 2026$44.05$46.99$38.80
16 Oct 2026$48.67$47.07$38.87
23 Oct 2026$49.69$47.01$39.00
30 Oct 2026$51.31$46.74$39.14
4 Nov 2026$55.47$46.74$39.32
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.

  • Price $55.47
  • 50-day avg $46.74
  • 200-day avg $39.32
Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$42.68$41.44$36.19
10 Nov 2023$44.97$41.72$36.30
17 Nov 2023$45.58$42.32$36.46
24 Nov 2023$47.16$42.89$36.61
1 Dec 2023$46.25$43.39$36.78
8 Dec 2023$45.43$43.71$36.96
15 Dec 2023$46.49$44.18$37.21
22 Dec 2023$48.02$44.67$37.49
29 Dec 2023$48.37$45.09$37.76
5 Jan 2024$46.77$45.47$38.01
12 Jan 2024$45.44$45.97$38.32
19 Jan 2024$46.69$46.28$38.54
26 Jan 2024$47.74$46.68$38.87
2 Feb 2024$46.58$46.84$39.19
9 Feb 2024$46.93$46.86$39.51
16 Feb 2024$46.86$47.00$39.85
23 Feb 2024$49.12$47.14$40.15
1 Mar 2024$48.14$47.37$40.59
8 Mar 2024$48.19$47.51$41.08
15 Mar 2024$46.76$47.40$41.52
22 Mar 2024$48.69$47.49$41.95
28 Mar 2024$49.11$47.68$42.28
5 Apr 2024$46.94$47.71$42.64
12 Apr 2024$46.26$47.64$42.99
19 Apr 2024$46.84$47.64$43.36
26 Apr 2024$46.50$47.67$43.75
3 May 2024$47.53$47.73$44.11
10 May 2024$53.53$47.78$44.52
17 May 2024$52.30$48.15$45.00
24 May 2024$50.65$48.66$45.45
31 May 2024$49.64$48.83$45.73
7 Jun 2024$49.89$49.09$46.02
14 Jun 2024$50.36$49.37$46.29
21 Jun 2024$53.17$49.84$46.55
28 Jun 2024$54.23$50.52$46.90
5 Jul 2024$54.74$51.17$47.21
12 Jul 2024$53.47$51.78$47.50
19 Jul 2024$55.81$52.51$47.82
26 Jul 2024$56.95$53.03$48.20
2 Aug 2024$56.79$53.46$48.55
9 Aug 2024$57.18$53.89$48.86
16 Aug 2024$64.45$54.70$49.27
23 Aug 2024$63.35$56.13$49.84
30 Aug 2024$63.31$57.34$50.35
6 Sep 2024$62.92$58.15$50.72
13 Sep 2024$63.20$58.98$51.13
20 Sep 2024$64.46$60.00$51.57
27 Sep 2024$63.64$60.85$52.02
4 Oct 2024$62.48$61.51$52.42
11 Oct 2024$60.90$61.90$52.77
18 Oct 2024$61.49$62.49$53.08
25 Oct 2024$60.03$62.85$53.42
1 Nov 2024$59.57$62.35$53.78
8 Nov 2024$59.18$62.09$54.13
15 Nov 2024$60.08$61.74$54.44
22 Nov 2024$58.30$61.20$54.72
29 Nov 2024$59.28$60.86$54.96
6 Dec 2024$57.32$60.30$55.24
13 Dec 2024$55.50$59.59$55.41
20 Dec 2024$54.72$58.86$55.54
27 Dec 2024$53.43$58.31$55.66
3 Jan 2025$53.83$57.65$55.78
10 Jan 2025$53.62$57.13$55.89
17 Jan 2025$55.18$56.64$56.07
24 Jan 2025$52.91$55.98$56.20
31 Jan 2025$55.31$55.47$56.40
7 Feb 2025$53.22$55.16$56.59
14 Feb 2025$52.60$54.45$56.72
21 Feb 2025$52.27$54.00$56.81
28 Feb 2025$54.51$53.78$56.91
7 Mar 2025$55.51$53.68$56.92
14 Mar 2025$50.23$53.51$56.90
21 Mar 2025$52.49$53.42$56.97
28 Mar 2025$54.10$53.32$57.04
4 Apr 2025$55.52$53.50$57.18
11 Apr 2025$59.08$53.71$57.26
17 Apr 2025$63.04$54.28$57.42
25 Apr 2025$59.69$54.95$57.55
2 May 2025$62.48$55.85$57.73
9 May 2025$57.66$56.52$57.82
16 May 2025$57.65$56.90$57.83
23 May 2025$57.76$57.39$57.87
30 May 2025$56.95$57.79$57.89
6 Jun 2025$58.25$58.33$57.84
13 Jun 2025$55.79$58.37$57.62
20 Jun 2025$54.88$58.34$57.44
27 Jun 2025$54.70$57.91$57.23
3 Jul 2025$56.12$57.45$57.08
11 Jul 2025$56.13$57.04$56.88
18 Jul 2025$55.44$56.44$56.68
25 Jul 2025$55.85$56.20$56.51
1 Aug 2025$54.48$55.95$56.35
8 Aug 2025$55.35$55.71$56.19
15 Aug 2025$50.15$55.03$55.96
22 Aug 2025$52.13$54.52$55.74
29 Aug 2025$50.35$54.05$55.48
5 Sep 2025$51.13$53.74$55.30
12 Sep 2025$51.22$53.37$55.14
19 Sep 2025$50.27$52.84$54.92
26 Sep 2025$49.95$52.25$54.71
3 Oct 2025$51.76$51.75$54.58
10 Oct 2025$50.81$51.29$54.49
17 Oct 2025$52.59$50.96$54.43
24 Oct 2025$52.21$50.95$54.40
31 Oct 2025$49.74$50.96$54.31
7 Nov 2025$49.64$50.87$54.21
14 Nov 2025$44.27$50.39$54.01
21 Nov 2025$43.88$49.65$53.73
28 Nov 2025$42.12$48.95$53.52
5 Dec 2025$42.11$48.20$53.27
12 Dec 2025$43.31$47.35$52.99
19 Dec 2025$43.71$46.64$52.75
26 Dec 2025$43.77$46.02$52.54
2 Jan 2026$42.61$45.34$52.39
9 Jan 2026$45.08$44.54$52.17
16 Jan 2026$42.05$43.80$51.87
23 Jan 2026$40.04$43.04$51.56
30 Jan 2026$39.45$42.46$51.11
6 Feb 2026$32.88$41.65$50.46
13 Feb 2026$31.05$40.55$49.73
20 Feb 2026$30.39$39.65$49.12
27 Feb 2026$30.62$38.42$48.39
6 Mar 2026$32.26$37.22$47.75
13 Mar 2026$30.51$35.91$47.07
20 Mar 2026$31.79$34.67$46.41
27 Mar 2026$31.21$33.41$45.76
2 Apr 2026$32.18$32.64$45.29
10 Apr 2026$29.80$31.80$44.70
17 Apr 2026$32.16$31.16$44.11
24 Apr 2026$30.26$31.06$43.51
1 May 2026$31.25$31.14$42.89
8 May 2026$36.96$31.39$42.31
15 May 2026$37.25$31.91$41.84
22 May 2026$38.89$32.72$41.44
29 May 2026$38.49$33.35$41.13
5 Jun 2026$38.09$34.06$40.83
12 Jun 2026$36.52$34.61$40.47
18 Jun 2026$34.38$34.87$40.18
26 Jun 2026$37.22$35.39$39.79
2 Jul 2026$40.04$35.94$39.55
10 Jul 2026$39.59$36.78$39.27
17 Jul 2026$42.08$37.80$39.06
24 Jul 2026$40.83$38.35$38.79
31 Jul 2026$44.03$39.07$38.64
7 Aug 2026$46.19$39.77$38.50
14 Aug 2026$53.92$41.00$38.46
21 Aug 2026$53.68$42.43$38.50
28 Aug 2026$52.48$44.11$38.58
4 Sep 2026$49.06$45.66$38.72
11 Sep 2026$45.12$46.22$38.74
18 Sep 2026$44.25$46.80$38.82
25 Sep 2026$42.19$47.01$38.84
2 Oct 2026$41.68$47.05$38.81
9 Oct 2026$44.05$46.99$38.80
16 Oct 2026$48.67$47.07$38.87
23 Oct 2026$49.69$47.01$39.00
30 Oct 2026$51.31$46.74$39.14
4 Nov 2026$55.47$46.74$39.32
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.

  • Price $55.47
  • 50-day avg $46.74
  • 200-day avg $39.32
Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$23.07$25.10$23.06
12 Nov 2021$24.47$24.83$23.42
26 Nov 2021$25.03$24.75$23.68
10 Dec 2021$23.60$24.45$23.90
23 Dec 2021$23.54$24.14$24.06
7 Jan 2022$23.26$24.00$24.22
21 Jan 2022$21.44$23.69$24.23
4 Feb 2022$23.96$23.32$24.26
18 Feb 2022$24.98$23.43$24.37
4 Mar 2022$25.64$23.67$24.40
18 Mar 2022$26.64$23.96$24.42
1 Apr 2022$26.37$24.65$24.46
14 Apr 2022$26.78$25.40$24.58
29 Apr 2022$26.07$26.03$24.77
13 May 2022$32.31$26.41$24.90
27 May 2022$35.51$28.14$25.34
10 Jun 2022$35.45$29.89$25.80
24 Jun 2022$34.82$31.24$26.16
8 Jul 2022$37.27$32.75$26.66
22 Jul 2022$37.95$35.06$27.26
5 Aug 2022$39.95$36.46$27.98
19 Aug 2022$47.75$38.43$29.06
2 Sep 2022$44.47$40.76$30.12
16 Sep 2022$44.93$42.44$31.03
30 Sep 2022$42.54$43.79$32.05
14 Oct 2022$39.29$43.83$32.84
28 Oct 2022$41.65$43.11$33.72
11 Nov 2022$40.47$41.93$34.63
25 Nov 2022$43.10$41.40$35.46
9 Dec 2022$41.60$41.05$36.35
23 Dec 2022$39.15$41.15$37.12
6 Jan 2023$36.68$40.45$37.54
20 Jan 2023$37.44$39.93$38.05
3 Feb 2023$39.33$39.42$38.65
17 Feb 2023$39.00$38.70$39.25
3 Mar 2023$36.12$37.95$39.67
17 Mar 2023$34.38$37.54$39.74
31 Mar 2023$35.25$37.00$39.70
14 Apr 2023$34.35$36.27$39.70
28 Apr 2023$33.91$35.19$39.57
12 May 2023$32.04$34.18$39.30
26 May 2023$30.01$32.99$38.77
9 Jun 2023$31.75$32.36$38.06
23 Jun 2023$32.60$32.04$37.48
7 Jul 2023$31.41$31.64$36.88
21 Jul 2023$33.68$31.62$36.35
4 Aug 2023$33.74$32.28$36.06
18 Aug 2023$39.40$33.46$35.83
1 Sep 2023$40.07$34.90$35.80
15 Sep 2023$39.64$36.23$35.67
29 Sep 2023$43.06$38.09$35.65
13 Oct 2023$42.84$39.82$35.77
27 Oct 2023$40.91$41.21$36.09
10 Nov 2023$44.97$41.72$36.30
24 Nov 2023$47.16$42.89$36.61
8 Dec 2023$45.43$43.71$36.96
22 Dec 2023$48.02$44.67$37.49
5 Jan 2024$46.77$45.47$38.01
19 Jan 2024$46.69$46.28$38.54
2 Feb 2024$46.58$46.84$39.19
16 Feb 2024$46.86$47.00$39.85
1 Mar 2024$48.14$47.37$40.59
15 Mar 2024$46.76$47.40$41.52
28 Mar 2024$49.11$47.68$42.28
12 Apr 2024$46.26$47.64$42.99
26 Apr 2024$46.50$47.67$43.75
10 May 2024$53.53$47.78$44.52
24 May 2024$50.65$48.66$45.45
7 Jun 2024$49.89$49.09$46.02
21 Jun 2024$53.17$49.84$46.55
5 Jul 2024$54.74$51.17$47.21
19 Jul 2024$55.81$52.51$47.82
2 Aug 2024$56.79$53.46$48.55
16 Aug 2024$64.45$54.70$49.27
30 Aug 2024$63.31$57.34$50.35
13 Sep 2024$63.20$58.98$51.13
27 Sep 2024$63.64$60.85$52.02
11 Oct 2024$60.90$61.90$52.77
25 Oct 2024$60.03$62.85$53.42
8 Nov 2024$59.18$62.09$54.13
22 Nov 2024$58.30$61.20$54.72
6 Dec 2024$57.32$60.30$55.24
20 Dec 2024$54.72$58.86$55.54
3 Jan 2025$53.83$57.65$55.78
17 Jan 2025$55.18$56.64$56.07
31 Jan 2025$55.31$55.47$56.40
14 Feb 2025$52.60$54.45$56.72
28 Feb 2025$54.51$53.78$56.91
14 Mar 2025$50.23$53.51$56.90
28 Mar 2025$54.10$53.32$57.04
11 Apr 2025$59.08$53.71$57.26
25 Apr 2025$59.69$54.95$57.55
9 May 2025$57.66$56.52$57.82
23 May 2025$57.76$57.39$57.87
6 Jun 2025$58.25$58.33$57.84
20 Jun 2025$54.88$58.34$57.44
3 Jul 2025$56.12$57.45$57.08
18 Jul 2025$55.44$56.44$56.68
1 Aug 2025$54.48$55.95$56.35
15 Aug 2025$50.15$55.03$55.96
29 Aug 2025$50.35$54.05$55.48
12 Sep 2025$51.22$53.37$55.14
26 Sep 2025$49.95$52.25$54.71
10 Oct 2025$50.81$51.29$54.49
24 Oct 2025$52.21$50.95$54.40
7 Nov 2025$49.64$50.87$54.21
21 Nov 2025$43.88$49.65$53.73
5 Dec 2025$42.11$48.20$53.27
19 Dec 2025$43.71$46.64$52.75
2 Jan 2026$42.61$45.34$52.39
16 Jan 2026$42.05$43.80$51.87
30 Jan 2026$39.45$42.46$51.11
13 Feb 2026$31.05$40.55$49.73
27 Feb 2026$30.62$38.42$48.39
13 Mar 2026$30.51$35.91$47.07
27 Mar 2026$31.21$33.41$45.76
10 Apr 2026$29.80$31.80$44.70
24 Apr 2026$30.26$31.06$43.51
8 May 2026$36.96$31.39$42.31
22 May 2026$38.89$32.72$41.44
5 Jun 2026$38.09$34.06$40.83
18 Jun 2026$34.38$34.87$40.18
2 Jul 2026$40.04$35.94$39.55
17 Jul 2026$42.08$37.80$39.06
31 Jul 2026$44.03$39.07$38.64
14 Aug 2026$53.92$41.00$38.46
28 Aug 2026$52.48$44.11$38.58
11 Sep 2026$45.12$46.22$38.74
25 Sep 2026$42.19$47.01$38.84
9 Oct 2026$44.05$46.99$38.80
23 Oct 2026$49.69$47.01$39.00
4 Nov 2026$55.47$46.74$39.32
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.

  • Price $55.47
  • 50-day avg $46.74
  • 200-day avg $39.32
Nov 2026: $55.47, 41.1% above its 200-day average. The price has been stalling near its high for 19 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$22.73$22.91–
18 Nov 2016$23.15$22.73–
9 Dec 2016$22.95$22.77–
30 Dec 2016$22.99$22.86–
20 Jan 2017$23.14$23.08–
10 Feb 2017$21.05$22.78–
3 Mar 2017$20.98$22.16–
24 Mar 2017$22.42$22.13–
13 Apr 2017$23.50$22.24–
5 May 2017$25.27$23.25$22.96
26 May 2017$26.11$24.36$23.11
16 Jun 2017$29.92$25.50$23.31
7 Jul 2017$31.37$27.55$23.94
28 Jul 2017$30.23$29.08$24.52
18 Aug 2017$29.78$30.38$25.09
8 Sep 2017$26.08$29.93$25.47
29 Sep 2017$26.48$28.56$25.74
20 Oct 2017$25.72$27.10$25.91
10 Nov 2017$25.08$25.73$26.05
1 Dec 2017$25.86$25.62$26.37
22 Dec 2017$26.23$25.98$26.83
12 Jan 2018$26.36$26.19$27.02
2 Feb 2018$25.46$26.60$27.23
23 Feb 2018$26.82$26.52$27.34
16 Mar 2018$27.05$26.42$27.39
6 Apr 2018$25.51$26.13$27.23
27 Apr 2018$28.22$26.39$26.90
18 May 2018$27.68$26.69$26.69
8 Jun 2018$29.15$27.23$26.52
29 Jun 2018$22.78$26.73$26.28
20 Jul 2018$24.40$25.72$26.10
10 Aug 2018$25.86$24.95$26.08
31 Aug 2018$27.06$24.94$26.18
21 Sep 2018$26.12$25.61$26.17
12 Oct 2018$25.69$25.96$26.07
2 Nov 2018$27.13$26.00$26.05
23 Nov 2018$27.95$26.50$26.18
14 Dec 2018$26.98$27.09$26.27
4 Jan 2019$25.46$26.83$26.16
25 Jan 2019$25.91$26.45$26.16
15 Feb 2019$24.10$25.34$25.96
8 Mar 2019$24.95$24.74$25.73
29 Mar 2019$23.94$24.40$25.42
18 Apr 2019$27.00$24.52$25.56
10 May 2019$27.19$25.27$25.76
31 May 2019$26.25$26.07$25.87
21 Jun 2019$27.90$27.07$25.97
12 Jul 2019$28.33$27.68$26.18
2 Aug 2019$27.47$27.93$26.33
23 Aug 2019$26.71$27.94$26.40
13 Sep 2019$24.17$26.92$26.17
4 Oct 2019$23.40$25.54$25.89
25 Oct 2019$25.18$24.47$25.80
15 Nov 2019$24.92$24.13$25.77
6 Dec 2019$23.50$24.19$25.77
27 Dec 2019$23.39$24.16$25.71
17 Jan 2020$24.47$23.93$25.68
7 Feb 2020$22.31$23.60$25.52
28 Feb 2020$20.67$23.22$25.20
20 Mar 2020$13.08$21.66$24.54
9 Apr 2020$14.99$18.77$23.55
1 May 2020$16.06$16.38$22.50
22 May 2020$16.94$14.95$21.64
12 Jun 2020$17.87$15.93$21.00
2 Jul 2020$13.94$16.35$20.36
24 Jul 2020$14.65$15.93$19.66
14 Aug 2020$15.11$15.25$18.97
4 Sep 2020$15.15$14.56$18.22
25 Sep 2020$15.29$14.74$17.57
16 Oct 2020$17.44$15.49$17.09
6 Nov 2020$17.50$16.34$16.62
27 Nov 2020$19.00$17.26$16.30
18 Dec 2020$15.50$17.59$15.92
8 Jan 2021$15.91$17.02$15.90
29 Jan 2021$17.23$16.84$16.11
19 Feb 2021$19.22$17.04$16.39
12 Mar 2021$21.17$18.27$16.66
1 Apr 2021$22.29$19.62$16.86
23 Apr 2021$22.19$20.85$17.43
14 May 2021$24.55$21.92$18.08
4 Jun 2021$25.29$23.13$18.78
25 Jun 2021$24.02$23.94$19.52
16 Jul 2021$23.61$24.33$20.14
6 Aug 2021$25.28$24.37$20.68
27 Aug 2021$25.82$24.51$21.26
17 Sep 2021$25.05$24.97$21.76
8 Oct 2021$25.39$25.35$22.43
29 Oct 2021$23.07$25.10$23.06
19 Nov 2021$24.47$24.71$23.57
10 Dec 2021$23.60$24.45$23.90
31 Dec 2021$23.56$24.03$24.13
21 Jan 2022$21.44$23.69$24.23
11 Feb 2022$24.55$23.33$24.31
4 Mar 2022$25.64$23.67$24.40
25 Mar 2022$25.92$24.25$24.43
14 Apr 2022$26.78$25.40$24.58
6 May 2022$25.31$26.16$24.82
27 May 2022$35.51$28.14$25.34
17 Jun 2022$33.00$30.64$26.00
8 Jul 2022$37.27$32.75$26.66
29 Jul 2022$39.96$35.83$27.61
19 Aug 2022$47.75$38.43$29.06
9 Sep 2022$44.99$41.56$30.52
30 Sep 2022$42.54$43.79$32.05
21 Oct 2022$41.02$43.70$33.26
11 Nov 2022$40.47$41.93$34.63
2 Dec 2022$42.38$41.23$35.92
23 Dec 2022$39.15$41.15$37.12
13 Jan 2023$37.85$40.04$37.82
3 Feb 2023$39.33$39.42$38.65
24 Feb 2023$37.10$38.36$39.49
17 Mar 2023$34.38$37.54$39.74
6 Apr 2023$34.01$36.72$39.72
28 Apr 2023$33.91$35.19$39.57
19 May 2023$29.62$33.55$39.06
9 Jun 2023$31.75$32.36$38.06
30 Jun 2023$31.87$31.83$37.16
21 Jul 2023$33.68$31.62$36.35
11 Aug 2023$35.21$32.81$35.92
1 Sep 2023$40.07$34.90$35.80
22 Sep 2023$42.05$37.18$35.63
13 Oct 2023$42.84$39.82$35.77
3 Nov 2023$42.68$41.44$36.19
24 Nov 2023$47.16$42.89$36.61
15 Dec 2023$46.49$44.18$37.21
5 Jan 2024$46.77$45.47$38.01
26 Jan 2024$47.74$46.68$38.87
16 Feb 2024$46.86$47.00$39.85
8 Mar 2024$48.19$47.51$41.08
28 Mar 2024$49.11$47.68$42.28
19 Apr 2024$46.84$47.64$43.36
10 May 2024$53.53$47.78$44.52
31 May 2024$49.64$48.83$45.73
21 Jun 2024$53.17$49.84$46.55
12 Jul 2024$53.47$51.78$47.50
2 Aug 2024$56.79$53.46$48.55
23 Aug 2024$63.35$56.13$49.84
13 Sep 2024$63.20$58.98$51.13
4 Oct 2024$62.48$61.51$52.42
25 Oct 2024$60.03$62.85$53.42
15 Nov 2024$60.08$61.74$54.44
6 Dec 2024$57.32$60.30$55.24
27 Dec 2024$53.43$58.31$55.66
17 Jan 2025$55.18$56.64$56.07
7 Feb 2025$53.22$55.16$56.59
28 Feb 2025$54.51$53.78$56.91
21 Mar 2025$52.49$53.42$56.97
11 Apr 2025$59.08$53.71$57.26
2 May 2025$62.48$55.85$57.73
23 May 2025$57.76$57.39$57.87
13 Jun 2025$55.79$58.37$57.62
3 Jul 2025$56.12$57.45$57.08
25 Jul 2025$55.85$56.20$56.51
15 Aug 2025$50.15$55.03$55.96
5 Sep 2025$51.13$53.74$55.30
26 Sep 2025$49.95$52.25$54.71
17 Oct 2025$52.59$50.96$54.43
7 Nov 2025$49.64$50.87$54.21
28 Nov 2025$42.12$48.95$53.52
19 Dec 2025$43.71$46.64$52.75
9 Jan 2026$45.08$44.54$52.17
30 Jan 2026$39.45$42.46$51.11
20 Feb 2026$30.39$39.65$49.12
13 Mar 2026$30.51$35.91$47.07
2 Apr 2026$32.18$32.64$45.29
24 Apr 2026$30.26$31.06$43.51
15 May 2026$37.25$31.91$41.84
5 Jun 2026$38.09$34.06$40.83
26 Jun 2026$37.22$35.39$39.79
17 Jul 2026$42.08$37.80$39.06
7 Aug 2026$46.19$39.77$38.50
28 Aug 2026$52.48$44.11$38.58
18 Sep 2026$44.25$46.80$38.82
9 Oct 2026$44.05$46.99$38.80
30 Oct 2026$51.31$46.74$39.14
4 Nov 2026$55.47$46.74$39.32
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Falling from Oct 2025 to Jun 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Sideways from Nov 2023 to Jan 2024; Rising from Jan 2024 to Dec 2024; Sideways from Dec 2024 to Apr 2025; Rising from Apr 2025 to May 2025; Sideways from May 2025 to Aug 2025; Falling from Aug 2025 to Jun 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Nov 2021; Sideways from Dec 2021 to Feb 2022; Rising from Feb 2022 to Feb 2023; Sideways from Feb 2023 to Aug 2023; Sideways from Aug 2023 to Jan 2024; Rising from Jan 2024 to Dec 2024; Sideways from Dec 2024 to Aug 2025; Falling from Aug 2025 to Jun 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Sideways from Dec 2017 to Apr 2018; Rising from Apr 2018 to Oct 2018; Sideways from Nov 2018 to Aug 2019; Sideways from Sep 2019 to Dec 2019; Falling from Jan 2020 to Sep 2020; Sideways from Oct 2020 to Apr 2021; Rising from May 2021 to Nov 2021; Sideways from Dec 2021 to Jan 2022; Rising from Feb 2022 to Feb 2023; Sideways from Feb 2023 to Aug 2023; Sideways from Sep 2023 to Jan 2024; Rising from Jan 2024 to Dec 2024; Sideways from Dec 2024 to Aug 2025; Falling from Sep 2025 to Jun 2026; Sideways from Jul 2026 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 226 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016−5.1%
14 Oct 2016−3.7%
21 Oct 2016−0.7%
28 Oct 2016−2.3%
4 Nov 2016−3.4%
11 Nov 2016−6.1%
18 Nov 2016−3.7%
25 Nov 2016−3.1%
2 Dec 2016−0.3%
9 Dec 2016−1.6%
16 Dec 2016−0.8%
23 Dec 2016−3.7%
30 Dec 2016−4.0%
6 Jan 2017+0.3%
13 Jan 2017−3.4%
20 Jan 2017−7.0%
27 Jan 2017−10.1%
3 Feb 2017−12.2%
10 Feb 2017−14.8%
17 Feb 2017−19.0%
24 Feb 2017−23.3%
3 Mar 2017−11.9%
10 Mar 2017−1.5%
17 Mar 2017−1.1%
24 Mar 2017−7.3%
31 Mar 2017−4.3%
7 Apr 2017−6.0%
13 Apr 2017−3.6%
21 Apr 2017−3.7%
28 Apr 2017+7.7%
5 May 2017+13.4%
12 May 2017+23.0%
19 May 2017+23.7%
26 May 2017+28.1%
2 Jun 2017+25.8%
9 Jun 2017+8.0%
16 Jun 2017+20.0%
23 Jun 2017+35.4%
30 Jun 2017+30.4%
7 Jul 2017+31.1%
14 Jul 2017+24.3%
21 Jul 2017+23.9%
28 Jul 2017+18.2%
4 Aug 2017+15.9%
11 Aug 2017+13.3%
18 Aug 2017+14.3%
25 Aug 2017+12.6%
1 Sep 2017−1.9%
8 Sep 2017−1.7%
15 Sep 2017−16.2%
22 Sep 2017−17.0%
29 Sep 2017−18.2%
6 Oct 2017−25.8%
13 Oct 2017−21.3%
20 Oct 2017−17.8%
27 Oct 2017−17.5%
3 Nov 2017−24.5%
10 Nov 2017−24.0%
17 Nov 2017−18.6%
24 Nov 2017−20.1%
1 Dec 2017−10.1%
8 Dec 2017−3.3%
15 Dec 2017−1.9%
22 Dec 2017−9.2%
29 Dec 2017−7.2%
5 Jan 2018+0.3%
12 Jan 2018−4.4%
19 Jan 2018−6.9%
26 Jan 2018−9.5%
2 Feb 2018−0.8%
9 Feb 2018−2.0%
16 Feb 2018+1.6%
23 Feb 2018−1.0%
2 Mar 2018−6.3%
9 Mar 2018−3.3%
16 Mar 2018−3.4%
23 Mar 2018+0.8%
29 Mar 2018−1.7%
6 Apr 2018+0.2%
13 Apr 2018+3.4%
20 Apr 2018+8.0%
27 Apr 2018+12.6%
4 May 2018+11.4%
11 May 2018+7.4%
18 May 2018−0.6%
25 May 2018+5.1%
1 Jun 2018+11.3%
8 Jun 2018+5.5%
15 Jun 2018−13.6%
22 Jun 2018−16.3%
29 Jun 2018−13.4%
6 Jul 2018−13.9%
13 Jul 2018−13.6%
20 Jul 2018−14.9%
27 Jul 2018−17.4%
3 Aug 2018−14.4%
10 Aug 2018−10.9%
17 Aug 2018−9.6%
24 Aug 2018−10.9%
31 Aug 2018−9.1%
7 Sep 2018−13.6%
14 Sep 2018+0.7%
21 Sep 2018+7.3%
28 Sep 2018+5.9%
5 Oct 2018+3.7%
12 Oct 2018+8.7%
19 Oct 2018+7.0%
26 Oct 2018+8.3%
2 Nov 2018+11.2%
9 Nov 2018+13.0%
16 Nov 2018+11.4%
23 Nov 2018+14.0%
30 Nov 2018+4.9%
7 Dec 2018+11.7%
14 Dec 2018+18.3%
21 Dec 2018+9.2%
28 Dec 2018+12.8%
4 Jan 2019+12.4%
11 Jan 2019+6.5%
18 Jan 2019+2.8%
25 Jan 2019+1.4%
1 Feb 2019−10.9%
8 Feb 2019−14.2%
15 Feb 2019−16.4%
22 Feb 2019−16.3%
1 Mar 2019−12.4%
8 Mar 2019−11.9%
15 Mar 2019−17.7%
22 Mar 2019−15.2%
29 Mar 2019−19.1%
5 Apr 2019−16.4%
12 Apr 2019−12.0%
18 Apr 2019−3.5%
26 Apr 2019−6.8%
3 May 2019+2.2%
10 May 2019+7.2%
17 May 2019+9.1%
24 May 2019+8.5%
31 May 2019+10.6%
7 Jun 2019+4.3%
14 Jun 2019+15.0%
21 Jun 2019+10.3%
28 Jun 2019+18.7%
5 Jul 2019+12.2%
12 Jul 2019+6.2%
19 Jul 2019+1.3%
26 Jul 2019−0.6%
2 Aug 2019+3.6%
9 Aug 2019−0.2%
16 Aug 2019+0.8%
23 Aug 2019−3.7%
30 Aug 2019−14.0%
6 Sep 2019−14.9%
13 Sep 2019−19.8%
20 Sep 2019−17.5%
27 Sep 2019−21.2%
4 Oct 2019−17.5%
11 Oct 2019−15.1%
18 Oct 2019−17.2%
25 Oct 2019−8.1%
1 Nov 2019−13.8%
8 Nov 2019−17.0%
15 Nov 2019−17.4%
22 Nov 2019−17.4%
29 Nov 2019−6.8%
6 Dec 2019−8.3%
13 Dec 2019−8.2%
20 Dec 2019−6.6%
27 Dec 2019−9.0%
3 Jan 2020−9.3%
10 Jan 2020−9.8%
17 Jan 2020−6.3%
24 Jan 2020−13.9%
31 Jan 2020−12.1%
7 Feb 2020−16.2%
14 Feb 2020−18.5%
21 Feb 2020−11.5%
28 Feb 2020−9.5%
6 Mar 2020−10.3%
13 Mar 2020−10.5%
20 Mar 2020−16.0%
27 Mar 2020−14.0%
3 Apr 2020−26.1%
9 Apr 2020−22.0%
17 Apr 2020−27.7%
24 Apr 2020−24.7%
1 May 2020−18.7%
8 May 2020−15.3%
15 May 2020−15.0%
22 May 2020−16.4%
29 May 2020−20.5%
5 Jun 2020−11.5%
12 Jun 2020−10.6%
19 Jun 2020−14.6%
26 Jun 2020−28.9%
2 Jul 2020−9.1%
10 Jul 2020−21.0%
17 Jul 2020−9.6%
24 Jul 2020−13.7%
31 Jul 2020−25.2%
7 Aug 2020−19.8%
14 Aug 2020−21.0%
21 Aug 2020−28.6%
28 Aug 2020−27.6%
4 Sep 2020−27.4%
11 Sep 2020−25.9%
18 Sep 2020−18.8%
25 Sep 2020+3.7%
2 Oct 2020+11.4%
9 Oct 2020+15.5%
16 Oct 2020+10.4%
23 Oct 2020+17.8%
30 Oct 2020+19.0%
6 Nov 2020+9.3%
13 Nov 2020+9.2%
20 Nov 2020+18.0%
27 Nov 2020+23.9%
4 Dec 2020+12.1%
11 Dec 2020−3.5%
18 Dec 2020−0.1%
24 Dec 2020−11.1%
31 Dec 2020−15.8%
8 Jan 2021−18.5%
15 Jan 2021−13.6%
22 Jan 2021−20.1%
29 Jan 2021−13.5%
5 Feb 2021−2.3%
12 Feb 2021+2.6%
19 Feb 2021−2.6%
26 Feb 2021−3.4%
5 Mar 2021+5.7%
12 Mar 2021+25.5%
19 Mar 2021+32.4%
26 Mar 2021+27.6%
1 Apr 2021+33.4%
9 Apr 2021+35.6%
16 Apr 2021+22.8%
23 Apr 2021+24.2%
30 Apr 2021+16.4%
7 May 2021+14.7%
14 May 2021+19.2%
21 May 2021+27.4%
28 May 2021+18.6%
4 Jun 2021+16.9%
11 Jun 2021+16.0%
18 Jun 2021+3.7%
25 Jun 2021+7.4%
2 Jul 2021−1.6%
9 Jul 2021−0.4%
16 Jul 2021+3.5%
23 Jul 2021+5.0%
30 Jul 2021+5.2%
6 Aug 2021+2.9%
13 Aug 2021−2.5%
20 Aug 2021−7.8%
27 Aug 2021−3.2%
3 Sep 2021−4.5%
10 Sep 2021−10.4%
17 Sep 2021−0.1%
24 Sep 2021+2.3%
1 Oct 2021+7.1%
8 Oct 2021+4.9%
15 Oct 2021+1.5%
22 Oct 2021−2.7%
29 Oct 2021−10.8%
5 Nov 2021−6.0%
12 Nov 2021−9.4%
19 Nov 2021−9.7%
26 Nov 2021−5.0%
3 Dec 2021−10.3%
10 Dec 2021−10.4%
17 Dec 2021−10.2%
23 Dec 2021−13.8%
31 Dec 2021−16.9%
7 Jan 2022−14.8%
14 Jan 2022−14.9%
21 Jan 2022−9.5%
28 Jan 2022+1.2%
4 Feb 2022−0.8%
11 Feb 2022+6.1%
18 Feb 2022+9.5%
25 Feb 2022+2.5%
4 Mar 2022+14.6%
11 Mar 2022+13.6%
18 Mar 2022+16.5%
25 Mar 2022+13.9%
1 Apr 2022+16.6%
8 Apr 2022+18.5%
14 Apr 2022+27.0%
22 Apr 2022+33.4%
29 Apr 2022+22.8%
6 May 2022+14.0%
13 May 2022+40.4%
20 May 2022+42.7%
27 May 2022+50.1%
3 Jun 2022+45.2%
10 Jun 2022+53.3%
17 Jun 2022+41.6%
24 Jun 2022+48.2%
1 Jul 2022+55.3%
8 Jul 2022+53.1%
15 Jul 2022+51.7%
22 Jul 2022+42.7%
29 Jul 2022+53.3%
5 Aug 2022+57.3%
12 Aug 2022+34.0%
19 Aug 2022+36.0%
26 Aug 2022+32.7%
2 Sep 2022+28.2%
9 Sep 2022+22.6%
16 Sep 2022+30.8%
23 Sep 2022+31.5%
30 Sep 2022+22.0%
7 Oct 2022+8.8%
14 Oct 2022+12.2%
21 Oct 2022+13.4%
28 Oct 2022+9.8%
4 Nov 2022+8.5%
11 Nov 2022−4.0%
18 Nov 2022−4.1%
25 Nov 2022−6.1%
2 Dec 2022−8.4%
9 Dec 2022−4.3%
16 Dec 2022−9.6%
23 Dec 2022−14.7%
30 Dec 2022−21.2%
6 Jan 2023−10.6%
13 Jan 2023−15.1%
20 Jan 2023−14.5%
27 Jan 2023−12.4%
3 Feb 2023−10.6%
10 Feb 2023−6.3%
17 Feb 2023−11.8%
24 Feb 2023−12.4%
3 Mar 2023−14.1%
10 Mar 2023−12.6%
17 Mar 2023−16.5%
24 Mar 2023−16.3%
31 Mar 2023−10.5%
6 Apr 2023−12.7%
14 Apr 2023−12.8%
21 Apr 2023−13.6%
28 Apr 2023−13.9%
5 May 2023−17.6%
12 May 2023−18.5%
19 May 2023−26.8%
26 May 2023−25.1%
2 Jun 2023−20.8%
9 Jun 2023−22.2%
16 Jun 2023−17.0%
23 Jun 2023−13.8%
30 Jun 2023−17.9%
7 Jul 2023−14.8%
14 Jul 2023−14.2%
21 Jul 2023−10.3%
28 Jul 2023−10.4%
4 Aug 2023−4.2%
11 Aug 2023+1.6%
18 Aug 2023+28.7%
25 Aug 2023+27.8%
1 Sep 2023+24.9%
8 Sep 2023+20.9%
15 Sep 2023+19.7%
22 Sep 2023+29.6%
29 Sep 2023+38.7%
6 Oct 2023+32.1%
13 Oct 2023+35.6%
20 Oct 2023+35.3%
27 Oct 2023+31.4%
3 Nov 2023+29.2%
10 Nov 2023+28.9%
17 Nov 2023+12.4%
24 Nov 2023+15.1%
1 Dec 2023+13.7%
8 Dec 2023+11.6%
15 Dec 2023+11.4%
22 Dec 2023+4.2%
29 Dec 2023+1.1%
5 Jan 2024+5.5%
12 Jan 2024−4.4%
19 Jan 2024−6.6%
26 Jan 2024−2.0%
2 Feb 2024−4.6%
9 Feb 2024−9.4%
16 Feb 2024−8.0%
23 Feb 2024−7.4%
1 Mar 2024−7.6%
8 Mar 2024−5.1%
15 Mar 2024−8.0%
22 Mar 2024−8.6%
28 Mar 2024−8.5%
5 Apr 2024−10.4%
12 Apr 2024−5.4%
19 Apr 2024−2.3%
26 Apr 2024−6.9%
3 May 2024−1.4%
10 May 2024+10.1%
17 May 2024+5.6%
24 May 2024−1.1%
31 May 2024+0.3%
7 Jun 2024−0.8%
14 Jun 2024+1.2%
21 Jun 2024+4.7%
28 Jun 2024+6.4%
5 Jul 2024+9.6%
12 Jul 2024+6.0%
19 Jul 2024+8.3%
26 Jul 2024+15.4%
2 Aug 2024+15.3%
9 Aug 2024+4.5%
16 Aug 2024+18.5%
23 Aug 2024+18.9%
30 Aug 2024+20.7%
6 Sep 2024+24.9%
13 Sep 2024+22.0%
20 Sep 2024+16.9%
27 Sep 2024+12.3%
4 Oct 2024+10.8%
11 Oct 2024+10.4%
18 Oct 2024+3.7%
25 Oct 2024−0.9%
1 Nov 2024−2.3%
8 Nov 2024−8.7%
15 Nov 2024−12.5%
22 Nov 2024−13.9%
29 Nov 2024−13.3%
6 Dec 2024−21.4%
13 Dec 2024−19.7%
20 Dec 2024−19.1%
27 Dec 2024−20.2%
3 Jan 2025−17.2%
10 Jan 2025−12.1%
17 Jan 2025−12.5%
24 Jan 2025−16.9%
31 Jan 2025−12.5%
7 Feb 2025−10.5%
14 Feb 2025−16.5%
21 Feb 2025−11.1%
28 Feb 2025−6.7%
7 Mar 2025+2.1%
14 Mar 2025−2.6%
21 Mar 2025+0.5%
28 Mar 2025+7.9%
4 Apr 2025+17.8%
11 Apr 2025+18.2%
17 Apr 2025+26.2%
25 Apr 2025+22.2%
2 May 2025+18.8%
9 May 2025+14.4%
16 May 2025+12.1%
23 May 2025+14.0%
30 May 2025+5.3%
6 Jun 2025+0.9%
13 Jun 2025+5.0%
20 Jun 2025−0.8%
27 Jun 2025−9.6%
3 Jul 2025−22.7%
11 Jul 2025−21.8%
18 Jul 2025−31.3%
25 Jul 2025−22.1%
1 Aug 2025−22.5%
8 Aug 2025−16.9%
15 Aug 2025−21.3%
22 Aug 2025−21.2%
29 Aug 2025−21.0%
5 Sep 2025−20.3%
12 Sep 2025−18.3%
19 Sep 2025−20.1%
26 Sep 2025−16.3%
3 Oct 2025−14.8%
10 Oct 2025−14.2%
17 Oct 2025−11.0%
24 Oct 2025−12.8%
31 Oct 2025−18.4%
7 Nov 2025−15.6%
14 Nov 2025−16.2%
21 Nov 2025−18.0%
28 Nov 2025−22.3%
5 Dec 2025−23.6%
12 Dec 2025−19.1%
19 Dec 2025−15.6%
26 Dec 2025−16.7%
2 Jan 2026−19.8%
9 Jan 2026−17.6%
16 Jan 2026−24.1%
23 Jan 2026−25.1%
30 Jan 2026−22.1%
6 Feb 2026−36.7%
13 Feb 2026−31.3%
20 Feb 2026−35.4%
27 Feb 2026−27.7%
6 Mar 2026−21.5%
13 Mar 2026−26.7%
20 Mar 2026−22.6%
27 Mar 2026−20.6%
2 Apr 2026−20.5%
10 Apr 2026−31.8%
17 Apr 2026−26.2%
24 Apr 2026−28.0%
1 May 2026−24.9%
8 May 2026+5.6%
15 May 2026+11.5%
22 May 2026+19.8%
29 May 2026+15.4%
5 Jun 2026+8.4%
12 Jun 2026+7.7%
18 Jun 2026−7.0%
26 Jun 2026+4.3%
2 Jul 2026+10.9%
10 Jul 2026+21.7%
17 Jul 2026+26.2%
24 Jul 2026+31.4%
31 Jul 2026+37.2%
7 Aug 2026+20.1%
14 Aug 2026+39.7%
21 Aug 2026+35.3%
28 Aug 2026+34.6%
4 Sep 2026+24.4%
11 Sep 2026+20.5%
18 Sep 2026+26.7%
25 Sep 2026+7.5%
2 Oct 2026+0.8%
9 Oct 2026+8.1%
16 Oct 2026+13.0%
23 Oct 2026+18.9%
30 Oct 2026+15.4%
4 Nov 2026+20.9%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +135% while the S&P 500 moved +261%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does H&R Block pay?

H&R Block, Inc. paid $1.68 per share over the last four reported quarters. The most recent declaration was $0.42 for Jun 2026. At today's price of $55.47 that is a yield of 3.03%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.42 (Jun 2026)

  • Dividend per share $0.42
Dividend per share each quarter: latest $0.42 (Jun 2026)
QuarterDividend per share
Sep 2023$0.32
Dec 2023$0.32
Mar 2024$0.32
Jun 2024$0.32
Sep 2024$0.38
Dec 2024$0.38
Mar 2025$0.38
Jun 2025$0.38
Sep 2025$0.42
Dec 2025$0.42
Mar 2026$0.42
Jun 2026$0.42
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is H&R Block on?

H&R Block is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is H&R Block profitable?

H&R Block, Inc. earned $292 M of net profit in the Jun 2026 quarter, −2.0% on the same quarter a year earlier. Full-year FY26 profit was $730 M. Over 5 years profit has grown 1.1% a year on average. That is 25.5% of the quarter's revenue. The same quarter a year earlier earned $298 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

6 of the last 12 reported quarters were loss-making.

For the full year, FY26 profit was $730 M (+21.0% on the year before).

FY26 profit $730 M (+21.0% on the year before), 1.1% a year over 5 years

  • Net profit $730 M
FY26 profit $730 M (+21.0% on the year before), 1.1% a year over 5 years
QuarterNet profit
FY21$690 M
FY22$551 M
FY23$551 M
FY24$593 M
FY25$603 M
FY26$730 M

Growth on a year earlier

  • Growth on a year earlier 21%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−20.2%
FY230%
FY247.5%
FY251.7%
FY2621%
Top: net profit each year, $ M. Below: growth on the year before, %. 6-year window. A grey bar is lower than the year before.

Jun 2026: $292 M (−2.0% on a year earlier)

  • Net profit (quarterly) $292 M
Jun 2026: $292 M (−2.0% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023−$164 M
Dec 2023−$188 M
Mar 2024$688 M
Jun 2024$257 M
Sep 2024−$173 M
Dec 2024−$241 M
Mar 2025$719 M
Jun 2025$298 M
Sep 2025−$166 M
Dec 2025−$240 M
Mar 2026$844 M
Jun 2026$292 M

Growth on a year earlier

  • Growth on a year earlier −2%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023–
Dec 2023–
Mar 20247.4%
Jun 2024−14.7%
Sep 2024–
Dec 2024–
Mar 20254.5%
Jun 202516.1%
Sep 2025–
Dec 2025–
Mar 202617.4%
Jun 2026−2%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

How much revenue does H&R Block make, and is it growing?

H&R Block, Inc. reported $1.1 B of revenue in the Jun 2026 quarter, +3.0% on the same quarter a year earlier. That is the 6th quarter in a row with growth on the year before. Over 5 years it has grown 1.9% a year on average. The last full year, FY26, came in at $3.9 B.

Revenue is everything the company billed its customers in the period.

The last four reported quarters add to $3.9 B.

FY26 revenue was $3.9 B, +4.9% on the year before.

FY26 revenue $3.9 B (+4.9% on the year before), 1.9% a year over 5 years

  • Revenue $3.9 B
FY26 revenue $3.9 B (+4.9% on the year before), 1.9% a year over 5 years
QuarterRevenue
FY21$3.6 B
FY22$3.5 B
FY23$3.5 B
FY24$3.6 B
FY25$3.8 B
FY26$3.9 B

Growth on a year earlier

  • Growth on a year earlier 4.9%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−3.5%
FY230.3%
FY244%
FY254.2%
FY264.9%
Top: revenue each year, $ B. Below: growth on the year before, %. 6-year window. A grey bar is lower than the year before.

Jun 2026: $1.1 B (+3.0% on a year earlier), the 6th quarter in a row of growth

  • Revenue (quarterly) $1.1 B
Jun 2026: $1.1 B (+3.0% on a year earlier), the 6th quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$184 M
Dec 2023$179 M
Mar 2024$2.2 B
Jun 2024$1.1 B
Sep 2024$194 M
Dec 2024$179 M
Mar 2025$2.3 B
Jun 2025$1.1 B
Sep 2025$204 M
Dec 2025$199 M
Mar 2026$2.4 B
Jun 2026$1.1 B

Growth on a year earlier

  • Growth on a year earlier 3%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 20232.1%
Dec 20237.6%
Mar 20244.4%
Jun 20243%
Sep 20245.4%
Dec 20240%
Mar 20254.2%
Jun 20254.6%
Sep 20255%
Dec 202511.1%
Mar 20265.3%
Jun 20263%
Top: revenue each quarter, $ B. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +6.1% on average, against 1.9% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +4.9%, against +4.5% a year over the last 8 quarters (stabilising); profit over the last 12 months grew +21.0%, against +11.0% a year (accelerating).

How much of every $100 of sales does H&R Block keep?

H&R Block, Inc.'s operating margin was 32.9% in the Jun 2026 quarter, 0.5 percentage points lower than the same quarter a year ago. Its latest full-year margin is the highest it has ever reported. Across 6 years it has been between −11.5% and 23.0%. The latest quarter is above every full year in that period.

Operating margin is what is left from every $100 of sales after the costs of running the business, before interest and tax. It shows pricing power and cost control.

Why the margin moved: operating margin changed −0.5 percentage points on the year while gross margin changed −0.1 points. So the drop came mostly from costs below the gross margin, such as staff and overheads, measured against sales.

As noted under valuation: when margins are at a record, every ratio built on profit looks better than usual, so a low multiple can mislead.

FY26: 23.0%, the highest in a range of −11.5% to 23.0% over 6 years

  • Operating margin 23.0%
FY26: 23.0%, the highest in a range of −11.5% to 23.0% over 6 years
QuarterOperating margin
FY21−11.5%
FY2221.5%
FY2321.6%
FY2422.3%
FY2522%
FY2623%

Change on the year before (points)

  • Change on the year before (points) +1.0 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22+33.0 pts
FY23+0.1 pts
FY24+0.7 pts
FY25−0.3 pts
FY26+1.0 pts
Operating margin each year, % (top). Below: change on the year before, in percentage points. 6-year window.

Jun 2026: operating margin 32.9% (−0.5 points on a year earlier)

  • Operating margin 32.9%
Jun 2026: operating margin 32.9% (−0.5 points on a year earlier)
QuarterOperating margin
Sep 2023−112.3%
Dec 2023−149.3%
Mar 202442.5%
Jun 202433%
Sep 2024−117.8%
Dec 2024−163.8%
Mar 202543%
Jun 202533.4%
Sep 2025−101.7%
Dec 2025−150.3%
Mar 202643.2%
Jun 202632.9%

Change on a year earlier (points)

  • Change on a year earlier (points) −0.5 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023+3.9 pts
Dec 2023+20.9 pts
Mar 2024+1.2 pts
Jun 2024−3.5 pts
Sep 2024−5.5 pts
Dec 2024−14.5 pts
Mar 2025+0.5 pts
Jun 2025+0.4 pts
Sep 2025+16.1 pts
Dec 2025+13.5 pts
Mar 2026+0.2 pts
Jun 2026−0.5 pts
Top: quarterly operating margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Operating profit as a share of revenue, each quarter.

Is H&R Block's profit turning into cash?

Over the last 3 years, 116% of H&R Block, Inc.'s reported profit came in as cash from its operations, so the profit is backed by cash. In FY26 it brought in $839 M of operating cash against $730 M of profit. After $82.6 M of spending on assets, $756 M was left over as free cash.

The profit and loss account shows what was earned. The cash-flow statement shows the cash that actually came in. Comparing operating cash flow with profit is one of the best checks that a profit is real.

Cash-flow figures here are yearly, because quarterly cash statements are not published, so this section changes once a year.

FY26: operating cash $839 M against profit $730 M; 116% of 3 years' profit came in as cash

  • Operating cash $839 M
  • Net profit $730 M
  • Free cash $756 M
FY26: operating cash $839 M against profit $730 M; 116% of 3 years' profit came in as cash
QuarterOperating cashNet profitFree cash
FY21$761 M$690 M$708 M
FY22$809 M$551 M$747 M
FY23$822 M$551 M$752 M
FY24$721 M$593 M$657 M
FY25$681 M$603 M$599 M
FY26$839 M$730 M$756 M
Operating cash flow and net profit each year, $ M. The line is free cash flow: operating cash minus spending on assets. 6-year window, yearly figures.

Jun 2026: operating cash $252 M = 86% of the quarter's profit

  • Operating cash (quarterly) $252 M
Jun 2026: operating cash $252 M = 86% of the quarter's profit
QuarterOperating cash (quarterly)
Sep 2023−$335 M
Dec 2023−$607 M
Mar 2024$1.4 B
Jun 2024$301 M
Sep 2024−$329 M
Dec 2024−$567 M
Mar 2025$1.3 B
Jun 2025$252 M
Sep 2025−$357 M
Dec 2025−$614 M
Mar 2026$1.6 B
Jun 2026$252 M

Operating cash as % of profit

  • Operating cash as % of profit 86%
Operating cash as % of profit
QuarterOperating cash as % of profit
Sep 2023–
Dec 2023–
Mar 2024198%
Jun 2024117%
Sep 2024–
Dec 2024–
Mar 2025184%
Jun 202584%
Sep 2025–
Dec 2025–
Mar 2026185%
Jun 202686%
Top: operating cash each quarter, $ B. Below: operating cash as a % of net profit; 100% means all of the quarter's profit came in as cash. Last 12 quarters.

Why: the cash figure is clear, but the day counts behind it are not in our data, so we show it without guessing the reason.

What to look at next: the main use of cash is spending on assets. The next section checks what that spending is building.

Where does H&R Block's cash go?

H&R Block, Inc. does not report the customer, stock and supplier day counts a cash cycle needs, so this section looks at its spending on assets instead. It spent $228 M on assets over the last 3 years. Averaged over those years that is 1.9% of FY26 revenue a year.

Working capital is the cash tied up between paying suppliers and getting paid. Debtor days: how long customers take to pay. Inventory days: how long stock sits. The cash cycle: the whole loop, in days of sales.

Nothing is estimated in place of the missing day counts, so no cash-cycle chart is drawn.

Spending on assets: $228 M over the last 3 years.

FY26: capex $82.6 M, steady spending

  • Capex $82.6 M
FY26: capex $82.6 M, steady spending
QuarterCapex
FY21$53.1 M
FY22$62.0 M
FY23$69.7 M
FY24$63.7 M
FY25$82.0 M
FY26$82.6 M
Capital spending each year, $ M.

Jun 2026: capex $15.5 M in the quarter

  • Capex (quarterly) $15.5 M
Jun 2026: capex $15.5 M in the quarter
QuarterCapex (quarterly)
Sep 2023$12.9 M
Dec 2023$19.8 M
Mar 2024$21.1 M
Jun 2024$9.8 M
Sep 2024$18.7 M
Dec 2024$30.4 M
Mar 2025$22.7 M
Jun 2025$10.3 M
Sep 2025$13.2 M
Dec 2025$35.5 M
Mar 2026$18.4 M
Jun 2026$15.5 M

Free cash

  • Free cash $237 M
Free cash
QuarterFree cash
Sep 2023−$348 M
Dec 2023−$627 M
Mar 2024$1.3 B
Jun 2024$291 M
Sep 2024−$347 M
Dec 2024−$597 M
Mar 2025$1.3 B
Jun 2025$241 M
Sep 2025−$370 M
Dec 2025−$649 M
Mar 2026$1.5 B
Jun 2026$237 M
Top: capital spending each quarter, $ B. Below: free cash flow, $ B. Last 12 quarters.

In short: the cash is going into new capacity, not getting stuck in the daily cycle. The question is whether the new capacity earns.

What is H&R Block's P/E ratio, and how does it compare with its own history?

H&R Block, Inc.'s P/E is 9.8×, near the low end of its own history: it has been lower only 23% of the time. Its usual P/E (the middle reading) is 12.0×, over 4.6 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

P/E is the share price divided by a year's profit per share: how many dollars the market pays for each dollar of yearly profit.

Keep one thing in mind: margins are the best this company has ever reported. A multiple that looks low against its own past can mislead when profit is at a record. If margins fall back, today's multiple is higher than it looks.

P/E 9.8× against a usual 12.0×: near the low end of its own history: it has been lower only 23% of the time

  • P/E 9.66×
  • Median 12.0×
P/E 9.8× against a usual 12.0×: near the low end of its own history: it has been lower only 23% of the time
WeekP/EMedian
1 Apr 202210.2×12.0×
14 Apr 202210.3×12.0×
29 Apr 202210.1×12.0×
13 May 202212.5×12.0×
27 May 202213.7×12.0×
10 Jun 202213.7×12.0×
24 Jun 202213.4×12.0×
8 Jul 202210.8×12.0×
22 Jul 202211.0×12.0×
5 Aug 202211.6×12.0×
19 Aug 202213.8×12.0×
2 Sep 202212.9×12.0×
16 Sep 202213.0×12.0×
30 Sep 202213.1×12.0×
14 Oct 202212.1×12.0×
28 Oct 202212.8×12.0×
11 Nov 202212.4×12.0×
25 Nov 202213.3×12.0×
9 Dec 202212.8×12.0×
23 Dec 202212.0×12.0×
6 Jan 202312.6×12.0×
20 Jan 202312.9×12.0×
3 Feb 202313.5×12.0×
17 Feb 202313.4×12.0×
3 Mar 202312.4×12.0×
17 Mar 202311.8×12.0×
31 Mar 202311.8×12.0×
14 Apr 202311.5×12.0×
28 Apr 202311.4×12.0×
12 May 202310.7×12.0×
26 May 202310.1×12.0×
9 Jun 202310.6×12.0×
23 Jun 202310.9×12.0×
7 Jul 20238.75×12.0×
21 Jul 20239.39×12.0×
4 Aug 20239.40×12.0×
18 Aug 202311.0×12.0×
1 Sep 202311.2×12.0×
15 Sep 202311.1×12.0×
29 Sep 202312.0×12.0×
13 Oct 202312.1×12.0×
27 Oct 202311.6×12.0×
10 Nov 202312.8×12.0×
24 Nov 202313.4×12.0×
8 Dec 202312.9×12.0×
22 Dec 202313.6×12.0×
5 Jan 202412.8×12.0×
19 Jan 202412.8×12.0×
2 Feb 202412.8×12.0×
16 Feb 202412.9×12.0×
1 Mar 202413.2×12.0×
15 Mar 202412.8×12.0×
28 Mar 202413.5×12.0×
12 Apr 202410.6×12.0×
26 Apr 202410.6×12.0×
10 May 202412.2×12.0×
24 May 202411.6×12.0×
7 Jun 202411.4×12.0×
21 Jun 202412.1×12.0×
5 Jul 202412.9×12.0×
19 Jul 202413.2×12.0×
2 Aug 202413.4×12.0×
16 Aug 202415.2×12.0×
30 Aug 202414.9×12.0×
13 Sep 202414.9×12.0×
27 Sep 202415.0×12.0×
11 Oct 202414.8×12.0×
25 Oct 202414.6×12.0×
8 Nov 202414.4×12.0×
22 Nov 202414.2×12.0×
6 Dec 202413.9×12.0×
20 Dec 202413.3×12.0×
3 Jan 202514.8×12.0×
17 Jan 202515.1×12.0×
31 Jan 202515.2×12.0×
14 Feb 202514.4×12.0×
28 Feb 202514.9×12.0×
14 Mar 202513.8×12.0×
28 Mar 202514.8×12.0×
11 Apr 202514.4×12.0×
25 Apr 202514.6×12.0×
9 May 202514.1×12.0×
23 May 202514.1×12.0×
6 Jun 202514.2×12.0×
20 Jun 202513.4×12.0×
3 Jul 202512.5×12.0×
18 Jul 202512.3×12.0×
1 Aug 202512.1×12.0×
15 Aug 202511.2×12.0×
29 Aug 202511.2×12.0×
12 Sep 202511.4×12.0×
26 Sep 202511.1×12.0×
10 Oct 202511.4×12.0×
24 Oct 202511.7×12.0×
7 Nov 202511.1×12.0×
21 Nov 20259.82×12.0×
5 Dec 20259.42×12.0×
19 Dec 20259.78×12.0×
2 Jan 20269.78×12.0×
16 Jan 20269.65×12.0×
30 Jan 20269.05×12.0×
13 Feb 20267.12×12.0×
27 Feb 20267.02×12.0×
13 Mar 20267.00×12.0×
27 Mar 20267.16×12.0×
10 Apr 20265.28×12.0×
24 Apr 20265.36×12.0×
8 May 20266.55×12.0×
22 May 20266.89×12.0×
5 Jun 20266.75×12.0×
18 Jun 20266.09×12.0×
2 Jul 20266.97×12.0×
17 Jul 20267.32×12.0×
31 Jul 20267.66×12.0×
14 Aug 20269.39×12.0×
28 Aug 20269.13×12.0×
11 Sep 20267.85×12.0×
25 Sep 20267.34×12.0×
9 Oct 20267.67×12.0×
23 Oct 20268.65×12.0×
4 Nov 20269.66×12.0×

Earnings per share, 12 months

  • Earnings per share, 12 months $5.75
Earnings per share, 12 months
WeekEarnings per share, 12 months
1 Apr 2022–
14 Apr 2022–
29 Apr 2022–
13 May 2022–
27 May 2022–
10 Jun 2022–
24 Jun 2022$2.59
8 Jul 2022$2.59
22 Jul 2022$2.59
5 Aug 2022$2.59
19 Aug 2022$2.59
2 Sep 2022$2.59
16 Sep 2022$2.59
30 Sep 2022$3.25
14 Oct 2022$3.25
28 Oct 2022$3.25
11 Nov 2022$3.25
25 Nov 2022$3.25
9 Dec 2022$3.25
23 Dec 2022$3.25
6 Jan 2023$3.25
20 Jan 2023$3.25
3 Feb 2023$3.25
17 Feb 2023$3.25
3 Mar 2023$3.25
17 Mar 2023$3.25
31 Mar 2023$2.98
14 Apr 2023$2.98
28 Apr 2023$2.98
12 May 2023$2.98
26 May 2023$2.98
9 Jun 2023$2.98
23 Jun 2023$3.59
7 Jul 2023$3.59
21 Jul 2023$3.59
4 Aug 2023$3.59
18 Aug 2023$3.59
1 Sep 2023$3.59
15 Sep 2023$3.59
29 Sep 2023$3.59
13 Oct 2023$3.59
27 Oct 2023$3.59
10 Nov 2023$3.59
24 Nov 2023$3.59
8 Dec 2023$3.59
22 Dec 2023$3.59
5 Jan 2024$3.53
19 Jan 2024$3.53
2 Feb 2024$3.53
16 Feb 2024$3.53
1 Mar 2024$3.53
15 Mar 2024$3.53
28 Mar 2024$3.64
12 Apr 2024$3.64
26 Apr 2024$3.64
10 May 2024$3.64
24 May 2024$3.64
7 Jun 2024$3.64
21 Jun 2024$4.38
5 Jul 2024$4.38
19 Jul 2024$4.38
2 Aug 2024$4.38
16 Aug 2024$4.38
30 Aug 2024$4.38
13 Sep 2024$4.38
27 Sep 2024$4.24
11 Oct 2024$4.24
25 Oct 2024$4.24
8 Nov 2024$4.24
22 Nov 2024$4.24
6 Dec 2024$4.24
20 Dec 2024$4.24
3 Jan 2025$4.11
17 Jan 2025$4.11
31 Jan 2025$4.11
14 Feb 2025$4.11
28 Feb 2025$4.11
14 Mar 2025$4.11
28 Mar 2025$3.65
11 Apr 2025$3.65
25 Apr 2025$3.65
9 May 2025$3.65
23 May 2025$3.65
6 Jun 2025$3.65
20 Jun 2025$3.65
3 Jul 2025$4.10
18 Jul 2025$4.10
1 Aug 2025$4.10
15 Aug 2025$4.10
29 Aug 2025$4.10
12 Sep 2025$4.10
26 Sep 2025$4.49
10 Oct 2025$4.49
24 Oct 2025$4.49
7 Nov 2025$4.49
21 Nov 2025$4.49
5 Dec 2025$4.49
19 Dec 2025$4.49
2 Jan 2026$4.47
16 Jan 2026$4.47
30 Jan 2026$4.47
13 Feb 2026$4.47
27 Feb 2026$4.47
13 Mar 2026$4.47
27 Mar 2026$4.36
10 Apr 2026$4.36
24 Apr 2026$4.36
8 May 2026$4.36
22 May 2026$4.36
5 Jun 2026$4.36
18 Jun 2026$4.36
2 Jul 2026$5.65
17 Jul 2026$5.65
31 Jul 2026$5.65
14 Aug 2026$5.65
28 Aug 2026$5.65
11 Sep 2026$5.65
25 Sep 2026$5.75
9 Oct 2026$5.75
23 Oct 2026$5.75
4 Nov 2026$5.75
Top: P/E each week. Below: earnings per share, trailing twelve months, a step line that moves once a quarter; 4.6 years of history; short peaks above 15× are drawn at the top edge.

PEG 0.49 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate

  • PEG 0.49×
  • PEG = 1.0 1.00×
PEG 0.49 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate
QuarterPEGPEG = 1.0
Dec 20210.90×1.00×
Mar 20220.95×1.00×
Jun 20220.81×1.00×
Sep 20220.90×1.00×
Mar 20230.80×1.00×
Jun 20230.68×1.00×
Mar 20241.01×1.00×
Jun 20240.97×1.00×
Mar 20250.89×1.00×
Jun 20250.80×1.00×
Mar 20260.55×1.00×
Jun 20260.49×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 12 quarters.
9.8×P/E · lower than 77% of its last 4.6 years
0.72PEG · today, as reported

Why the multiple is where it is: over the past year earnings per share moved +29.0% while the price moved +11.7%. Earnings did better than the price, which pulled the multiple down within its own range.

Where the price move came from: over 3 years the price moved +9.1% a year; about +17.6% a year came from earnings growth and about −8.5 percentage points from the multiple (the market paying less). The split is approximate (price return minus earnings growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is low against its own past, so the earnings trend underneath matters more than the multiple.

Is the H&R Block business getting better or worse?

H&R Block, Inc.'s business is getting better. Profit growth hit its low 5 quarters ago at −10.0% and has recovered to +21.0%, with ROE falling at 621.3%. This is based on 12 quarters of 4 measures, with some gaps.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +4.9% in FY26, profit +21.0%

  • Revenue growth 4.9%
Growth year by year: revenue +4.9% in FY26, profit +21.0%
QuarterRevenue growth
FY21–
FY22−3.5%
FY230.3%
FY244%
FY254.2%
FY264.9%

Profit growth, EPS growth

  • Profit growth 21%
  • EPS growth 29%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−20.2%−11.6%
FY230%9%
FY247.5%17.5%
FY251.7%6.6%
FY2621%29%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue stabilising, profit accelerating

  • Revenue 4.9%
Three growth lines over twelve quarters: revenue stabilising, profit accelerating
QuarterRevenue
Sep 20230.7%
Dec 20230.9%
Mar 20242.6%
Jun 20244%
Sep 20244.2%
Dec 20243.8%
Mar 20253.7%
Jun 20254.2%
Sep 20254.2%
Dec 20254.7%
Mar 20265.4%
Jun 20264.9%

Profit, EPS

  • Profit 21%
  • EPS 27.9%
Profit, EPS
QuarterProfitEPS
Sep 20234.1%8.4%
Dec 202317.6%25.2%
Mar 202435%46.9%
Jun 20247.5%18%
Sep 20244.9%16.6%
Dec 2024−10%0.1%
Mar 2025−11.9%−6.5%
Jun 20251.7%6%
Sep 20254.4%8.7%
Dec 202515.1%19.5%
Mar 202631%37.8%
Jun 202621%27.9%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, yearly figures

  • ROE 621.3%
ROE: the return line, yearly figures
QuarterROE
FY231,719.8%
FY24654.5%
FY25678.3%
FY26621.3%
Yearly figures: the quarterly balance-sheet figures this line needs are not available for this stock, so it changes once a year and counts for less in the reading.
Steady highRevenue growth · latest +4.9%, range +0.7% to +5.4%
RisingProfit growth · latest +21.0%, range −11.9% to +35.0%
RisingEPS growth · latest +27.9%, range −6.5% to +46.9%
FallingROE · latest 621.3%, range 621.3% to 1,719.8%

Why it matters: a lasting rise from a low is what this page is built to show.

The return figures here are yearly, not quarterly. They show level and direction only; they can support the growth lines but never decide the reading alone.

This reading has some gaps: at least one line is short, or the return line is not the quarterly series, so treat it with a little more caution.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+4.9%+4.4%+1.9%—
Profit+21.0%+9.8%+1.1%—
EPS+29.0%+17.3%+9.3%—
Stock price+11.7%+9.1%+17.1%+9.7%
+3.0%Revenue growth (Jun 2026) · latest quarter against a year ago
−2.0%Profit growth (Jun 2026) · latest quarter against a year ago
1.9%Revenue, 5 years · yearly growth over the long run

How much does H&R Block earn on its capital?

H&R Block, Inc. earned a ROE of 621% in FY26. That is up from a low of 178% in FY21. Its return on capital used (ROIC) is 40.8 percentage points above its cost of capital, so growth here adds value, not just size. It comes from a 18.5% net margin and 1.21× asset turnover (sales divided by assets).

Return on equity (ROE) is the profit the business earns on its shareholders’ money. We do not have the full capital split, so ROE is the longest history we can draw here.

Why the return is what it is (FY26): a 18.5% net margin × 1.21× asset turnover × 27.72× leverage (assets divided by equity) ≈ 620.5% on equity. The margin does most of the work; borrowing is a big part of it.

The key test, return on capital used minus the cost of capital: 46.6% − 5.8% = +40.8 percentage points. The 5.8% is an estimate of this company's own cost of capital. Read the sign and size of the gap, not the decimals. A gap this wide means each dollar put back into the business creates more than a dollar of value.

The 46.6% ROIC above is the latest reading, as reported. The yearly chart below shows FY26 at 65.4%, and the quarterly chart works out each 12-month window from the quarterly figures, so the readings differ by date, not by method.

FY26: ROE 621%, the climb back from FY21's 178%

  • ROE 621.3%
  • ROIC (annual) 65.4%
  • Cost of capital 5.8%
FY26: ROE 621%, the climb back from FY21's 178%
QuarterROEROIC (annual)Cost of capital
FY21177.9%−25.9%5.8%
FY22260.5%47.8%5.8%
FY231,719.8%53%5.8%
FY24654.5%63.8%5.8%
FY25678.3%60.6%5.8%
FY26621.3%65.4%5.8%
Return on equity each year, % (line); ROIC each year, % (line). 6-year window, low years included. The flat line is the 5.8% cost of capital used on this page.

Jun 2026: ROIC 52.6% (last 12 months) against a 5.8% cost of capital

  • ROIC (12 months) 52.6%
  • ROE (12 months) 700.8%
  • Cost of capital 5.8%
Jun 2026: ROIC 52.6% (last 12 months) against a 5.8% cost of capital
QuarterROIC (12 months)ROE (12 months)Cost of capital
Dec 2021–−297.2%5.8%
Mar 2022––5.8%
Jun 2022––5.8%
Sep 202232%700.8%5.8%
Mar 202328.7%–5.8%
Jun 202377.4%–5.8%
Mar 202421.3%–5.8%
Jun 202438.6%–5.8%
Mar 202536.6%–5.8%
Jun 202548.5%–5.8%
Mar 202648.4%–5.8%
Jun 202652.6%–5.8%
ROIC and ROE over the last 12 months, each quarter, %; the flat line is the cost of capital. Last 12 quarters, lined up with the yearly figure.

Does H&R Block have too much debt?

H&R Block, Inc. has total debt of $2.1 B against shareholder equity of $117 M as of Jun 2026, so its debt is 17.89× its equity. Year by year, that ratio went from 6.30 in FY21 to 17.89 in FY26. Keep that borrowing in mind when reading the returns on this page.

Debt-to-equity shows how much of the business is paid for with borrowed money. Lower is safer, and the direction matters as much as the level.

FY26: debt $2.1 B, 17.89× equity

  • Total debt $2.1 B
FY26: debt $2.1 B, 17.89× equity
QuarterTotal debt
FY21$2.4 B
FY22$1.9 B
FY23$1.9 B
FY24$2.0 B
FY25$2.0 B
FY26$2.1 B

Debt-to-equity

  • Debt-to-equity 17.9×
Debt-to-equity
QuarterDebt-to-equity
FY216.30×
FY229.10×
FY2360.4×
FY2421.7×
FY2522.8×
FY2617.9×
Top: total debt each year, $ B. Below: debt-to-equity, ×. 6-year window.

Jun 2026: debt $2.1 B, debt-to-equity 17.89

  • Total debt (quarterly) $2.1 B
Jun 2026: debt $2.1 B, debt-to-equity 17.89
QuarterTotal debt (quarterly)
Sep 2023$1.9 B
Dec 2023$2.7 B
Mar 2024$1.9 B
Jun 2024$2.0 B
Sep 2024$1.9 B
Dec 2024$2.7 B
Mar 2025$1.9 B
Jun 2025$2.0 B
Sep 2025$2.2 B
Dec 2025$2.9 B
Mar 2026$2.0 B
Jun 2026$2.1 B

Debt-to-equity

  • Debt-to-equity 17.9×
Debt-to-equity
QuarterDebt-to-equity
Sep 2023−5.54×
Dec 2023−3.47×
Mar 2024−14.6×
Jun 202421.7×
Sep 2024−5.24×
Dec 2024−3.07×
Mar 2025−9.95×
Jun 202522.8×
Sep 2025−4.08×
Dec 2025−3.57×
Mar 2026−83.1×
Jun 202617.9×
Top: total debt each quarter, $ B. Below: debt-to-equity, ×. Last 12 quarters.

What is the H&R Block shareholding pattern?

16.4% of H&R Block, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so a large group of traders is betting against it. At normal trading volumes, closing those positions would take about 9.0 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

16.4%Short interest · of the tradable float
9.0Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is H&R Block from balance-sheet trouble?

For H&R Block, Inc., the Z-score is 3.24. A Z-score above about 3 is safe and below about 1.8 signals danger, so this is well clear of danger. It estimates how far the balance sheet is from trouble; it is not a forecast of failure.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

Why it matters: a Z-score of 3.24 is well clear of the danger zone, so the balance sheet is not the risk here.

How does H&R Block rank in its industry?

68.9 out of 100, rank 1 of 8 in Personal Services, with 81% of the evidence available.

H&R Block, Inc. scores 68.9 out of 100 against the 8 companies it is compared with in Personal Services, ranking 1. Relative strength against the index is 29.3%, and revenue and profit growth are weak.

The four parts add up to the total exactly: 14.8 + 18.6 + 16.1 + 19.4 = 68.9. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if profit growth turns negative or margins stop improving while the share price lags its sector.

Which companies is H&R Block compared with?

H&R Block ranks 1 of 8 Personal Services companies on the 4-Factor Sector Score, with 68.9 out of 100.

  1. 1H&R Block, Inc. this pageHRB · breaking out · Most evidence points up · 81% evidence68.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 14.8/35 · Revenue 4.9% · Profit 21.1% · Operating margin change -0.5 points · 83% evidenceCapital efficiency 18.6/25 · ROCE 40.1% · Operating margin 32.9% · 76% evidenceValuation 16.1/20 · P/E 6.6× · PEG 0.24 · 65% evidenceRelative strength 19.4/20 · Lead over its industry 23.7% · Lead over S&P 500 29.3% · 1 year 11.7% · 100% evidence · 11 of 12 weeks aheadExact sum: 14.8 + 18.6 + 16.1 + 19.4 = 68.9 · What this means: Relative strength against the index is 29.3%, and revenue and profit growth are weak.
  2. 2Frontdoor, Inc.FTDR · breaking out · Evidence leans up · 81% evidence64.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.3/35 · Revenue 9.3% · Profit 6.6% · Operating margin change 1.8 points · 83% evidenceCapital efficiency 17.8/25 · ROCE 24.5% · Operating margin 28.2% · 76% evidenceValuation 9.3/20 · P/E 19.9× · PEG 1.72 · 65% evidenceRelative strength 14.4/20 · Lead over its industry 23.6% · Lead over S&P 500 29.5% · 1 year 84.2% · 100% evidence · 7 of 12 weeks aheadExact sum: 23.3 + 17.8 + 9.3 + 14.4 = 64.8 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  3. 3Rollins, Inc.ROL · turning · Evidence leans down · 85% evidence46.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 17.7/35 · Revenue 8.3% · Profit 1.9% · Operating margin change -1.3 points · 95% evidenceCapital efficiency 17.8/25 · ROCE 30.9% · Operating margin 20.6% · 76% evidenceValuation 3.9/20 · P/E 27.5× · PEG 4.24 · 65% evidenceRelative strength 7.0/20 · Lead over its industry -30.4% · Lead over S&P 500 -27.6% · 1 year -34.5% · 100% evidence · 0 of 12 weeks aheadExact sum: 17.7 + 17.8 + 3.9 + 7 = 46.4 · What this means: A strong business with a high valuation: it would need rising earnings, or a lower multiple, to score better on value.
  4. 4Carriage Services, Inc.CSV · turning · Evidence leans down · 81% evidence45.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 11.9/35 · Revenue 2.2% · Profit -17.3% · Operating margin change -0.1 points · 83% evidenceCapital efficiency 11.3/25 · ROCE 7.4% · Operating margin 23.4% · 76% evidenceValuation 14.8/20 · P/E 14.1× · PEG 0.25 · 65% evidenceRelative strength 7.4/20 · Lead over its industry -20.7% · Lead over S&P 500 -17.3% · 1 year -12.5% · 100% evidence · 0 of 12 weeks aheadExact sum: 11.9 + 11.3 + 14.8 + 7.4 = 45.4 · What this means: The valuation scores well, but earnings are not improving yet, so the business does not back up the low multiple so far.
  5. 5Bright Horizons Family Solutions Inc.BFAM · quiet · Evidence leans down · 81% evidence43.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.4/35 · Revenue 8.5% · Profit -0.6% · Operating margin change 0.9 points · 83% evidenceCapital efficiency 12.2/25 · ROCE 13.4% · Operating margin 12.7% · 76% evidenceValuation 11.2/20 · P/E 21.3× · PEG 1.21 · 65% evidenceRelative strength 0.0/20 · Lead over its industry -35.8% · Lead over S&P 500 -33.1% · 1 year -42.9% · 100% evidence · 2 of 12 weeks aheadExact sum: 20.4 + 12.2 + 11.2 + 0 = 43.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  6. 6Service Corporation InternationalSCI · quiet · Evidence leans down · 81% evidence36.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 14.2/35 · Revenue 2.9% · Profit 0.6% · Operating margin change -0.4 points · 83% evidenceCapital efficiency 9.9/25 · ROCE 5.3% · Operating margin 21% · 76% evidenceValuation 6.3/20 · P/E 19.5× · PEG 2.85 · 65% evidenceRelative strength 6.2/20 · Lead over its industry -13.3% · Lead over S&P 500 -9.4% · 1 year -4.2% · 100% evidence · 3 of 12 weeks aheadExact sum: 14.2 + 9.9 + 6.3 + 6.2 = 36.6 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7Medifast, Inc.MED · Too little evidence to rank firmly · 51% evidence20.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 4.7/43.75 · Revenue -34.3% · Profit -933.3% · Operating margin change -4.7 points · 83% evidenceCapital efficiency 5.3/31.25 · ROCE -9.9% · Operating margin -5.7% · 76% evidenceValuation 10.6/25 · P/E 39.9× · PEG — · 15% evidenceRelative strength: no reading this week · its 20 points are shared across the other threeExact sum: 4.7 + 5.3 + 10.6 = 20.6 (no relative-strength reading this week; its 20 points are shared across the other three) · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose.
  8. 8Andersen Group Inc.ANDG · breaking out · Too little evidence to rank firmly · 44% evidence63.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 32.0/43.75 · Revenue 18% · Profit -2.3% · Operating margin change 55.7 points · 62% evidenceCapital efficiency 17.1/31.25 · ROCE 32.5% · Operating margin -4.1% · 76% evidenceValuation 14.4/25 · P/E -6.6× · PEG — · 15% evidenceRelative strength: no reading this week · its 20 points are shared across the other threeExact sum: 32 + 17.1 + 14.4 = 63.5 (no relative-strength reading this week; its 20 points are shared across the other three) · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose.

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Personal Services, all 8 compared on one page.

Which companies are close to H&R Block in size?

H&R Block is the 4th largest of 7 Personal Services companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Rollins, Inc., Service Corporation International and Andersen Group Inc. Just below it: Frontdoor, Inc., Bright Horizons Family Solutions Inc. and Carriage Services, Inc.

Personal Services companies close in size

  1. Rollins, Inc. $18.3 billion
  2. Service Corporation International $10.5 billion
  3. Andersen Group Inc. $7.6 billion
  4. H&R Block, Inc. $6.8 billion
  5. Frontdoor, Inc. $6.4 billion
  6. Bright Horizons Family Solutions Inc. $2.7 billion
  7. Carriage Services, Inc. $571 million

All 7 Personal Services companies, largest first

Companies close in size in other industries

  1. Genpact Limited $6.9 billion · Information Technology Services
  2. MSA Safety Incorporated $6.8 billion · Security & Protection Services
  3. H&R Block, Inc. $6.8 billion
  4. Forgent Power Solutions, Inc. $6.8 billion · Electrical Equipment & Parts
  5. QMMM Holdings Limited $6.8 billion · Advertising Agencies

What else do people ask about H&R Block?

What were H&R Block's latest quarterly results?

H&R Block, Inc. reported revenue of $1.1 B and net profit of $292 M for the Jun 2026 quarter. Revenue rose 3.0% and profit fell 2.0% compared with a year earlier. Earnings per share were $2.30.

The operating margin was 32.9%, 0.5 percentage points lower than a year earlier (as of 4 November 2026).

What is H&R Block's market cap?

H&R Block, Inc.'s market capitalisation is $6.8 B at a stock price of $55.47. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is H&R Block performing?

H&R Block, Inc.'s share price has been stalling near its high for 19 weeks. In its latest quarter, revenue rose 3.0% and profit fell 2.0% compared with a year earlier.

Over the past 13 weeks it has done better than the S&P 500, for 20 weeks running (as of 4 November 2026).

Will H&R Block's stock price go up?

This page does not forecast H&R Block, Inc.'s stock price. What it shows instead: the stock price is $55.47, and it has been stalling near its high for 19 weeks. Its P/E of 9.8× is higher than 23% of its own last 5 years (as of 4 November 2026).

Where is H&R Block in its business cycle?

H&R Block, Inc.'s FY26 operating margin was 23.0%, against a 6-year range of −11.5% to 23.0%: the top of its range, a record year. When profit is at a record, every ratio looks better than usual, and the story depends on margins staying high. The latest quarter was 32.9%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the H&R Block story?

The main question: the P/E is near the low end of its own history, higher than only 23% of past readings, but results are getting worse. A low multiple can stay low until the quarters turn.

On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is H&R Block a stock worth studying right now?

What the numbers show: H&R Block, Inc.'s P/E is near the low end of its own history, higher than only 23% of past readings, and its quarterly results are still getting worse. The main open question: whether results start to improve.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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