H&R Block, Inc. (HRB)

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H&R Block, Inc. (HRB) is down 20.0% since the beginning of the year. At $34 per share, HRB is trading 40.9% below its 52-week high of $58. Investors who bought $1,000 worth of HRB shares 5 years ago would now be looking at an investment worth $1,665.

H&R Block, Inc. (HRB) has returned -19.96% so far this year and -35.28% over the past 12 months. Over the last ten years, HRB has returned 8.50% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Nov 12, 1986, HRB's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2022 with a return of +35.2%, while the worst month was Mar 2020 at -30.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HRB closed higher 49% of trading days. The best single day was May 7, 2026 with a return of +23.8%, while the worst single day was Oct 19, 1987 at -20.0%.

H&R Block, Inc. has an annualized alpha of 6.03%, beta of 0.87, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since November 12, 1986.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.77%) than losses (57.63%) - typical of diversified or defensive assets.
• R2 of 0.23 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HRB ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

H&R Block, Inc. provided a 4.94% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The company has been increasing its dividends for 28 consecutive years, earning it the status of a dividend aristocrat.

The table displays the monthly dividend distributions for H&R Block, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the H&R Block, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the H&R Block, Inc. was 62.08%, occurring on Apr 3, 2020. Recovery took 518 trading sessions.

The current H&R Block, Inc. drawdown is 45.28%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of H&R Block, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how H&R Block, Inc. is priced in the market compared to other companies in the Personal Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.