HRB H&R Block, Inc. Common Stock

NYSE · Diversified Consumer Services · SEC EDGAR で表示 ↗
$51.09
株価 · 8月 18, 2026
ファンダメンタルズ(時点) 8月 14, 2026

H&R Block, Inc. Common Stock について Wikipediaからの企業概要

H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.

続きを読む

H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.

As of 2018, H&R Block operates approximately 12,000 retail tax offices staffed by tax professionals worldwide. The company offers payroll, and business consulting services, consumer tax software, and online tax preparation/electronic filing from their website.

History

Founding

During World War II, Henry W. Bloch was a young Army Air Forces navigator who wanted to start a family business with his brothers in Kansas City. Home from the war in 1946, Henry saw a pamphlet suggesting a bright future for companies serving small businesses, and it sparked his imagination. That year, Henry and his older brother, Leon, borrowed $5,000 and opened a small bookkeeping business on Main Street in downtown Kansas City. However, four months later, they had few clients and Leon decided to seek a law degree.

Henry wanted to keep trying with the fledgling business and placed a newspaper advertisement for help-wanted. He got an unexpected response—from his mother—who proposed that Henry hire his younger brother, Richard, for the job. Henry and Richard Bloch jointly ran their United Business Company, which focused on accounting, bookkeeping and payroll, but also did some income tax work for clients. The brothers took out an ad for its $5 tax services in The Kansas City Star newspaper in 1955. The ad was a success and H&R Block was born. The Bloch brothers chose to spell the name "Block" with a K to ensure the name was not mispronounced "blotch".

Expansion (1956–1980s)

In 1956, the Blochs decided to expand and picked New York City. Neither brother wanted to move to New York, so they agreed to sell that regional operation, creating the first H&R Block franchise tax office. In the following years, H&R Block grew and went public in 1962.

In 1980 H&R Block purchased the Compuserve online service. By 1986, Block was handling more than 10 million tax returns annually and had opened offices in Canada and Australia. That year, the company worked with the Internal Revenue Service to introduce electronic filing.

Recent history

H&R Block acquired MECA Software, a 1980s PFM company that created the TaxCut software, in 1993. In 1995, H&R Block sold MECA, but retained TaxCut.

The company began to expand in the 1990s into the financial services arena, offering mortgage loans, banking and business services. H&R Block purchased Olde Discount Stockbrokers in 1999 and operated as a full-service securities broker-dealer under the name H&R Block Financial Advisors. In 2008, the company sold its H&R Block Financial Advisors unit to Ameriprise Financial for $315 million. At the time, the unit managed $30 billion in assets and employed 900 financial advisors in the U.S.

RSM McGladrey Business Solutions was created in 1999 when H&R Block acquired the assets of McGladrey & Pullen, aside from its auditors and attest services which remained under ownership of McGladrey's partners. Following the acquisition H&R Block became the sixth-largest accounting firm in the U.S. McGladrey had 100 offices in 25 states and offered accounting, consulting, tax services, and international business services to mid-sized companies. Through an alliance with McGladrey & Pullen and other accountancies, the Block subsidiary operated in 70 countries under the RSM International name. In 2011, H&R Block sold the unit back to McGladrey & Pullen.

H&R Block hired Jeff Jones, a former Target Corporation and Uber executive, as president and CEO on October 9, 2017. He replaced Tom Gerke, who was interim CEO following the retirement of former CEO Bill Cobb. Jones has said he sees H&R Block as a financial services company and a retail company, and aims to grow the company.

H&R Block started its first Global Technology Center in India in October 2017. This was created with the vision to grow H&R Block's Product Engineering and IT Solutions Development platforms. It is located in Technopark, Trivandrum, Kerala.

H&R Block announced in June 2019 that it would acquire Wave Financial, a Canadian financial technology company offering bookkeeping, accounting, and payroll services for small businesses. H&R Block acquired Wave for US$405 million (C$537 million). Wave operates as an independent subsidiary by Wave CEO Zahir Khoja from Toronto, Ontario.

Television

In 2010, H&R Block featured on the Ellen DeGeneres Show.

Controversies

H&R Block's own taxes 2005

In August 2005, H&R Block announced that it had overstated its earnings for 2003 and 2004 by $91.1 million. The company stated that it had "insufficient resources" to identify and report complex transactions in its corporate tax accounting. On February 23, 2006, the company said in its quarterly results that it had miscalculated its own state income taxes for 2005 and 2004, and that it owed an additional $32 million in back taxes.

Social Security numbers 2005

In December 2005, H&R Block sent its customers free copies of its TaxCut software, and the mailing labels on the packages mistakenly included the recipients' Social Security numbers. The company said it sent the promotional mailing to former customers and people whose names were taken from purchased lists. It said it is legally required to hold on to customers' tax information, including Social Security numbers, for three years. H&R Block said no customer data has been lost or stolen as a result of the mistake, and that less than 3 percent of the mailings were involved.

Refund anticipation loans 2006

California Attorney General Bill Lockyer sued H&R Block in February 2006, alleging the company's refund anticipation loan (RAL) business violated state and federal laws in its marketing and providing of high-cost RALs mainly to low-income clients. The lawsuit also alleged H&R Block received a "substantial portion of the loan fees", in some cases purchasing up to 49.9 percent of the loans, and further alleged that H&R Block at times held onto a customer's tax refund for purposes of paying off RAL-related debt from previous years, including that claimed by other banks or tax preparers. The complaint stated, "Therefore, Block clients who are claimed to owe debt from a prior year are led to expect a loan, but instead find themselves in a collection proceeding."

The company responded that it "believes the refund lending program is both fair and legal, and will vigorously defend against the complaint". On January 2, 2009, California Attorney General Edmund G. Brown Jr. reached a $4.85 million settlement with H&R Block, which prohibits the company from deceptively marketing high-cost refund anticipation loans as early "tax refunds". The company set aside $2.45 million in restitution for customers if they purchased a "refund anticipation loan" or a "refund anticipation check" through H&R Block between January 1, 2001 and December 31, 2008. In addition, H&R Block agreed to pay $500,000 in penalties and $1.9 million in fees and costs. In 2011, H&R Block ceased offering RALs altogether, a move praised by consumer rights activists.

Express IRA 2006

On March 16, 2006, New York Attorney General Eliot Spitzer sued H&R Block, accusing the company of deceptive marketing of its Express IRA retirement accounts. The lawsuit alleged the company assessed fees, including set-up fees, annual fees, and account closing fees that, for 85% of account holders, resulted in the account losing money. However, in July 2007, a New York state judge dismissed much of the lawsuit. Justice Karla Moskowitz of the State Supreme Court excused Block and five of its units from the lawsuit. She let stand the portion of the complaint concerning another unit, H&R Block Financial Advisers, but dismissed allegations of common law fraud. At the time of the ruling, H&R Block said it believed the remaining assertions lacked merit and that it would appeal. On January 6, 2009, a New York state appeals court overruled trial justice Karla Moskowitz's July 2007 ruling and reinstated the lawsuit against H&R Block Inc that accused the company of fraudulently marketing Express IRA retirement accounts to hundreds of thousands of lower-income clients nationwide. The matter was settled in 2009, and H&R Block agreed to pay $11.4 million to $19.4 million of fees to customers and $750,000 in fees and other costs.

Corporate affairs

H&R Block is a company headquartered in Kansas City, Missouri, governed by an 11-member board of directors and led by CEO Jeff Jones and CFO Tony Bowen. It employs around 2,700 regular full-time employees and up to 90,700 seasonal employees, generating over $3 billion in revenue annually. It also runs The Tax Institute at H&R Block.

Marketing

H&R Block has undertaken several high-profile marketing campaigns featuring celebrities such as Jon Hamm and Anthony Davis, with the most recent campaign during the 2017 Super Bowl featuring IBM Watson at its retail locations. In 2024, the company launched the spoof miniseries "responsibility island", combining taxes and reality TV. The company stated its goal was to attract new customers from Generation Z.

Corporate social responsibility

The company partners with Military One Source, which lets members of the military service file for free.

As part of its corporate social responsibility initiatives, in 2014 H&R Block launched an online game for high school students called the Budget Challenge. The challenge was part of the company's Dollars & Sense financial literacy effort and offered college scholarships up to 2019 for teenage students who won the games.

Business areas

Retail and digital tax services

H&R Block has 70,000 employees in its 10,000 U.S. retail tax offices. In addition to the company's traditional retail tax offices, it offers digital tax preparation programs and software. It filed 23 million tax returns worldwide in 2016.

The company's services Tax Pro Review and Tax Pro Go were launched in 2017. Tax Pro Review is an updated version of its former service Best of Both, where clients enter their information and do their returns online and are matched with Block tax professional reviews for help. H&R Block Tax Pro Go is marketed to online filers who do not want to or cannot visit an H&R Block office.

H&R Block's tax software comes in different versions. In addition to the free edition, there are Deluxe, Premium and Self-Employed editions. Users can log on using various devices, import photos of their W-2 forms and use a searchable knowledge base. The Deluxe and Premium editions include free online chat with a tax professional.

Block Advisors

In January 2016, H&R Block launched Block Advisors, a service that provides year-round consumer tax preparation. The company has opened about 350 Block Advisor offices. Its advisors include certified public accountants, enrolled agents, or have been certified by H&R Block as master tax advisors.

Partnerships

In 2014, the company formed a strategic alliance with Xero. As part of this alliance, H&R Block will exclusively promote Xero as its preferred small business online accounting solution. H&R Block has 11,000 branded locations nationwide, and will recommend Xero in the locations that sell H&R Block's Small Business Program suite of services.

The company signed a deal with Walmart in 2018, to make H&R Block software the only desktop tax preparation software sold at the retailer's stores. H&R Block also created a deal with Amazon.com in 2017 for better product placement of its suite of software products.

In 2017, H&R Block partnered with IBM to bring IBM Watson technology into its retail offices. Under the partnership, H&R Block tax pros received access to IBM's artificial intelligence system to help tax pros prepare better tax returns for clients.

In 2018, H&R Block partnered with LendingTree to allow customers credit score access via MyBlock.

As of 2022, H&R Block's tax preparation service shares user data with Facebook, which can be used for targeted advertising. This can include sensitive financial information from health savings accounts and college expenses, and this tax data is shared without consent even for users who opt out of the service.

Other products and services

Following research on the potential expat market in 2013, H&R Block began its Expat Tax Services program to offer tax advice to U.S. citizens living outside the country.

H&R Block maintains financial services products, including the Emerald Card pre-paid debit card and Emerald Advance line of credit. Additionally, the company's Tax Identity Shield offers identity theft protection.

H&R Block Bank

H&R Block Bank was chartered in 2006. In September 2015, it was sold to Axos Financial, which serviced Emerald cards until 2020.

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

HRB 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

株価
$51.09
時価総額
P/E (TTM)
6.7
EPS(TTM)
$5.66
収益(TTM)
$3.95B
配当利回り
ROE
-207.9%
負債/自己資本
12.7
52週レンジ
$28 – $59

HRB 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

収益と純利益 $3.95B
5-point trend, +13.9%
2022-06-30 2026-06-30
EPS $5.66
5-point trend, +75.8%
2022-06-30 2026-06-30
フリーキャッシュフロー $756M
5-point trend, +1.3%
2022-06-30 2026-06-30
利益率 18.6%

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標
5年トレンド
HRB
競合中央値
P/E (TTM)
5-point trend, -38.7%
6.7
12.6

収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC

指標
5年トレンド
HRB
競合中央値
Net Profit Margin (純利益率)
5-point trend, +16.3%
18.6%
11.4%
ROA
5-point trend, +43.2%
22.5%
3.6%
ROE
5-point trend, -148.2%
-207.9%
21.0%

財務健全性 負債、流動性、支払能力 — バランスシートの健全性

指標
5年トレンド
HRB
競合中央値
Debt / Equity (負債資本倍率)
5-point trend, +80.7%
12.7
147.8
Current Ratio (流動比率)
5-point trend, -18.3%
1.1
1.3
Quick Ratio (クイックレシオ)
5-point trend, +8.4%
1.0

成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR

指標
5年トレンド
HRB
競合中央値
Revenue YoY (収益(前年比))
5-point trend, +13.9%
4.9%
Revenue CAGR 3Y (収益(3年CAGR))
5-point trend, +13.9%
4.3%
Revenue CAGR 5Y (収益(5年CAGR))
5-point trend, +13.9%
2.9%
EPS YoY
5-point trend, +75.8%
28.9%
Net Income YoY (純利益(前年比))
5-point trend, +32.5%
21.1%

株当たり指標 EPS、一株当たり純資産、一株当たりキャッシュフロー、一株当たり配当

指標
5年トレンド
HRB
競合中央値
EPS (Diluted) (EPS(希薄化後))
5-point trend, +75.8%
$5.66

資本効率 総資産回転率、棚卸資産回転率、売掛金回転率

指標
5年トレンド
HRB
競合中央値
Payout Ratio (配当性向)
5-point trend, -14.6%
28.8%

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
配当性向
28.8%
5年配当CAGR
権利落ち日金額
2026年6月3日$0.4200
2026年3月4日$0.4200
2025年12月4日$0.4200
2025年9月4日$0.4200
2025年6月4日$0.3750
2025年3月4日$0.3750
2024年12月5日$0.3750
2024年9月5日$0.3750
2024年6月5日$0.3200
2024年3月4日$0.3200
2023年12月4日$0.3200
2023年9月6日$0.3200
2023年6月6日$0.2900
2023年3月6日$0.2900
2022年12月5日$0.2900
2022年9月7日$0.2900
2022年6月7日$0.2700
2022年3月7日$0.2700
2021年12月3日$0.2700
2021年9月9日$0.2700

HRB アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

保有 12 アナリスト
  • 強い買い 1 8.3%
  • 買い 0 0.0%
  • 保有 5 41.7%
  • 売り 5 41.7%
  • 強い売り 1 8.3%

12ヶ月目標株価

3 アナリスト · 2026-08-16
中央値ターゲット $59.00 +15.5%
平均値ターゲット $50.67 -0.8%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

平均サプライズ
0.02%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $2.38 $2.23 0.15%
2026年3月31日 $6.02 $5.83 0.19%
2025年12月31日 $-1.84 $-1.88 0.04%
2025年9月30日 $-1.20 $-1.37 0.17%
2025年6月30日 $2.27 $2.86 -0.59%
2025年3月31日 $5.38 $5.22 0.16%

同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較

ティッカー 時価総額 P/E 売上高 YoY 純利益率 ROE 粗利益率
HRB 6.7 4.9% 18.6% -207.9%
SCI $10.89B 20.5 2.9% 12.6% 32.7% 26.5%
LLYVA 12.2% -22.8% 70.0%
FTDR $4.09B 16.9 13.6% 12.2% 106.0% 55.3%
ADT $6.18B -13.9 4.7% 11.6% 16.0%
DRVN $2.44B 17.4 6.3% 7.5% 18.7%
MATW -30.7 -16.6% -1.6% -5.5% 33.9%
CSV $666M 13.0 3.3% 12.3% 21.0% 35.1%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

損益計算書 13
HRBの年次損益計算書データ
指標 トレンド 202620252024202320222021202020192018
Revenue 7-point trend, +24.9% $3.95B $3.76B $3.61B $3.47B · · $2.64B $3.09B $3.16B
Cost of Revenue 7-point trend, +26.2% $2.20B $2.09B $1.99B $1.92B · · $1.71B $1.76B $1.74B
SG&A Expense 7-point trend, +25.9% $841M $847M $814M $800M · · $744M $722M $668M
Operating Expenses 7-point trend, +26.2% $3.04B $2.93B $2.81B $2.72B · · $2.56B $2.48B $2.41B
Other Non-op 7-point trend, +342.9% $27M $32M $36M $35M · · $16M $16M $6M
Pretax Income 7-point trend, +27.7% $854M $781M $762M $711M · · $-3M $545M $669M
Income Tax 7-point trend, +181.1% $118M $172M $164M $149M · · $-10M $100M $42M
Net Income 7-point trend, +19.6% $734M $606M $595M $554M · · $-8M $423M $613M
EPS (Basic) 7-point trend, +95.2% $5.72 $4.45 $4.18 $3.58 · · $-0.04 $2.05 $2.93
EPS (Diluted) 7-point trend, +94.5% $5.66 $4.39 $4.12 $3.51 · · $-0.04 $2.04 $2.91
Shares (Basic) 7-point trend, -38.9% 127,644,000 135,629,000 141,932,000 154,044,000 · · 196,701,000 205,372,000 208,824,000
Shares (Diluted) 7-point trend, -38.7% 128,866,000 137,340,000 143,890,000 157,248,000 · · 198,108,000 206,724,000 210,213,000
EBITDA 7-point trend, -33.2% $122M $117M $122M $131M · · $170M $167M $183M
貸借対照表 24
HRBの年次貸借対照表データ
指標 トレンド 202620252024202320222021202020192018
Cash & Equivalents 9-point trend, -37.9% $959M $983M $1.05B $987M $323M $892M $2.66B $1.57B $1.54B
Receivables 9-point trend, -60.3% $58M $64M $69M $60M $61M $57M $133M $139M $147M
Prepaid Expense 9-point trend, +10.0% $89M $96M $95M $112M $78M $70M $52M $147M $81M
Current Assets 9-point trend, -40.5% $1.13B $1.16B $1.24B $1.19B $724M $1.50B $3.09B $1.99B $1.89B
PP&E (Net) 9-point trend, -39.0% $141M $135M $131M $130M $128M $141M $184M $212M $232M
Accum. Depreciation 9-point trend, +15.9% $864M $829M $839M $846M $867M $857M $796M $746M $745M
Goodwill 9-point trend, +60.0% $813M $802M $785M $775M $747M $749M $712M $520M $508M
Intangibles 9-point trend, -28.6% $267M $259M $264M $277M $303M $337M $415M $342M $374M
Other Non-current Assets 9-point trend, -28.6% $72M $66M $65M $53M $50M $55M $68M $90M $101M
Total Assets 9-point trend, +3.7% $3.26B $3.26B $3.22B $3.07B $2.56B $3.37B $5.11B $3.30B $3.14B
Accounts Payable 9-point trend, -38.0% $156M $144M $156M $160M $168M $157M $203M $250M $252M
Current Liabilities 9-point trend, +17.8% $993M $1.30B $977M $939M $790M $753M $1.58B $923M $844M
Capital Leases 8-point trend, +382100000.00 $382M $323M $265M $241M $223M $221M $313M $0 ·
Deferred Tax 2-point trend, -13.7% · · · · · · · $198M $229M
Other Non-current Liabilities 9-point trend, -39.7% $108M $104M $103M $107M $94M $90M $125M $145M $180M
Total Liabilities 9-point trend, +14.3% $3.14B $3.18B $3.13B $3.04B $2.82B $3.35B $5.04B $2.76B $2.75B
Long-term Debt 9-point trend, -0.3% $1.49B $1.49B $1.49B $1.49B $1.49B $1.98B $3.50B $1.49B $1.50B
Total Debt 7-point trend, +145269.7% $1.49B $1.49B $1.49B $1.49B · · $3.50B $1.49B $1M
Common Stock 9-point trend, -37.5% $2M $2M $2M $2M $2M $2M $2M $2M $2M
Retained Earnings 9-point trend, -91.5% $31M $12M $13M $-49M $-312M $-75M $43M $499M $363M
Treasury Stock 9-point trend, -11.5% $635M $644M $638M $654M $661M $671M $698M $707M $718M
AOCI 9-point trend, -348.1% $-64M $-48M $-49M $-37M $-54M $-11M $-52M $-20M $-14M
Stockholders' Equity 9-point trend, -70.2% $117M $89M $91M $32M $-265M $16M $71M $542M $394M
Liabilities + Equity 9-point trend, +3.7% $3.26B $3.26B $3.22B $3.07B $2.56B $3.37B $5.11B $3.30B $3.14B
キャッシュフロー 14
HRBの年次キャッシュフローデータ
指標 トレンド 202620252024202320222021202020192018
D&A 7-point trend, -33.2% $122M $117M $122M $131M · · $170M $167M $183M
Stock-based Comp 7-point trend, +38.8% $30M $33M $34M $31M · · $28M $24M $22M
Deferred Tax 7-point trend, -30.4% $42M $-24M $-55M $15M · · $-13M $6M $60M
Other Non-cash 7-point trend, -213.2% $-90M $-50M $25M $92M · · $-68M $-12M $-29M
Operating Cash Flow 7-point trend, -1.3% $839M $681M $721M $822M · · $109M $607M $850M
CapEx 7-point trend, -16.2% $83M $82M $64M $70M · · $82M $95M $99M
Investing Cash Flow 7-point trend, -11.4% $-125M $-105M $-94M $-101M · · $-470M $-155M $-112M
Debt Issued · · · · · · · · $0
Net Debt Issued 3-point trend, -350000000.00 $-350M · $0 · · · · · $0
Dividends Paid 7-point trend, +5.3% $211M $197M $180M $178M · · $205M $205M $200M
Financing Cash Flow 7-point trend, -285.1% $-734M $-647M $-564M $-751M · · $1.53B $-404M $-191M
Net Change in Cash 7-point trend, -104.6% $-25M $-72M $60M $-35M · · $1.17B $44M $546M
Taxes Paid 7-point trend, +2342.4% $202M $227M $131M $-46M · · $89M $133M $8M
Free Cash Flow 7-point trend, +0.6% $756M $599M $657M $752M · · $27M $511M $751M
収益性 5
HRBの年次収益性データ
指標 トレンド 202620252024202320222021202020192018
Net Margin 7-point trend, -4.2% 18.6% 16.1% 16.5% 16.0% · · -0.29% 13.7% 19.4%
Pretax Margin 7-point trend, +2.3% 21.6% 20.8% 21.1% 20.5% · · -0.13% 17.6% 21.2%
EBITDA Margin 7-point trend, -46.6% 3.1% 3.1% 3.4% 3.8% · · 6.4% 5.4% 5.8%
ROA 7-point trend, +4.6% 22.5% 18.7% 18.9% 19.7% · · -0.18% 14.4% 21.5%
ROE 7-point trend, +48.4% -207.9% -262.2% -429.1% -25586.9% · · 6.1% 257.7% -402.9%
流動性と支払能力 4
HRBの年次流動性と支払能力データ
指標 トレンド 202620252024202320222021202020192018
Current Ratio 7-point trend, -49.5% 1.1 0.9 1.3 1.3 · · 2.0 2.2 2.2
Quick Ratio 7-point trend, -48.9% 1.0 0.8 1.1 1.1 · · 1.8 1.9 2.0
Debt / Equity 7-point trend, +488165.4% 12.7 16.8 16.5 46.4 · · 49.2 2.8 0.0
LT Debt / Equity 6-point trend, +360.6% 12.7 12.9 16.5 46.4 · · 40.1 2.8 ·
効率性 2
HRBの年次効率性データ
指標 トレンド 202620252024202320222021202020192018
Asset Turnover 7-point trend, +9.2% 1.2 1.2 1.1 1.2 · · 0.6 1.1 1.1
Receivables Turnover 7-point trend, +861.4% 64.7 56.7 55.9 57.4 · · 5.5 6.9 6.7
1株あたり 5
HRBの年次1株あたりデータ
指標 トレンド 202620252024202320222021202020192018
Revenue / Share 7-point trend, +103.7% $30.62 $27.38 $25.09 $22.08 · · $13.32 $14.97 $15.03
Cash Flow / Share 7-point trend, +61.0% $6.51 $4.96 $5.01 $5.23 · · $0.55 $2.93 $4.04
Dividend / Share · · · · · · · · $1
Dividend Paid / Share 7-point trend, +75.0% $2 $2 $1 $1 · · $1 $1 $1
EPS (TTM) 7-point trend, +94.5% $5.66 $4.39 $4.12 $3.51 · · $-0.04 $2.04 $2.91
成長率 10
HRBの年次成長率データ
指標 トレンド 202620252024202320222021202020192018
Revenue YoY 4-point trend, +1784.6% 4.9% 4.2% 4.0% 0.26% · · · · ·
Revenue CAGR 3Y 4-point trend, -54.5% 4.3% 2.8% 1.9% 9.6% · · · · ·
Revenue CAGR 5Y 2-point trend, -59.9% 2.9% 7.3% · · · · · · ·
EPS YoY 4-point trend, +221.1% 28.9% 6.6% 17.4% 9.0% · · · · ·
EPS CAGR 3Y 3-point trend, +69.6% 17.3% 10.9% 10.2% · · · · · ·
EPS CAGR 5Y 12.9% · · · · · · · ·
Net Income YoY 4-point trend, +0.21 21.1% 1.8% 7.5% 0.00% · · · · ·
Net Income CAGR 3Y 3-point trend, +1412.3% 9.8% 3.0% 0.65% · · · · · ·
Net Income CAGR 5Y 4.7% · · · · · · · ·
Dividend CAGR 5Y 2-point trend, +310.7% 1.6% -0.75% · · · · · · ·
バリュエーション(TTM) 6
HRBの年次バリュエーション(TTM)データ
指標 トレンド 202620252024202320222021202020192018
Revenue TTM 7-point trend, +24.9% $3.95B $3.76B $3.61B $3.47B · · $2.64B $3.09B $3.16B
Net Income TTM 7-point trend, +19.6% $734M $606M $595M $554M · · $-8M $423M $613M
P/E 7-point trend, -29.2% 6.7 12.5 13.2 9.1 · · -416.2 13.3 9.5
Earnings Yield 7-point trend, +41.3% 14.9% 8.0% 7.6% 11.0% · · -0.24% 7.5% 10.5%
Payout Ratio 7-point trend, -12.0% 28.8% 32.6% 30.2% 32.1% · · -2722.2% 48.6% 32.7%
Annual Payout 7-point trend, +5.3% $211M $197M $180M $178M · · $205M $205M $200M

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

損益計算書
2026-06-302025-06-302024-06-302023-06-302022-09-30
収益 $3.95B$3.76B$3.61B$3.47B
純利益 $734M$606M$595M$554M
希薄化後EPS $5.66$4.39$4.12$3.51
貸借対照表
2026-06-302025-06-302024-06-302023-06-302022-09-30
負債資本倍率 12.716.816.546.4
流動比率 1.10.91.31.3
クイックレシオ 1.00.81.11.1
キャッシュフロー
2026-06-302025-06-302024-06-302023-06-302022-09-30
フリーキャッシュフロー $756M$599M$657M$752M

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機関投資家(13F) 595 提出者 · $2.9B合計 · 時点 2026年6月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
127 (+35 前期比) 64 (-23 前期比) 184 (-21 前期比) 144 (+8 前期比) +15.1M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
FMR LLC $282,359,153 7,414,894 9.75% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $236,501,552 6,210,650 8.17% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $217,556,600 5,713,146 7.51% 株式数
STATE STREET CORP $160,033,526 4,157,916 5.53% 株式数
FULLER & THALER ASSET MANAGEMENT, INC. $151,403,129 3,975,923 5.23% 株式数
LAZARD ASSET MANAGEMENT LLC $123,549,570 3,244,474 4.27% 株式数
GEODE CAPITAL MANAGEMENT, LLC $97,605,922 2,562,610 3.37% 株式数
DIMENSIONAL FUND ADVISORS LP $81,484,303 2,139,818 2.81% 株式数
FIRST TRUST ADVISORS LP $76,447,542 2,007,551 2.64% 株式数
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72,825,220 1,912,427 2.51% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $70,261,598 1,845,105 2.43% 株式数
LOS ANGELES CAPITAL MANAGEMENT LLC $65,277,383 1,714,217 2.25% 株式数
Ranmore Fund Management Ltd $53,312,000 1,400,000 1.84% 株式数
Framtiden Holdings Management Co LLC $47,219,200 1,140,000 1.63% 株式数
NORGES BANK $46,436,694 1,219,451 1.60% 株式数
ROYCE & ASSOCIATES LP $40,492,558 1,063,355 1.40% 株式数
GOLDMAN SACHS GROUP INC $39,446,234 1,035,878 1.36% 株式数
VANGUARD GROUP INC $33,672,261 772,654 1.16% 株式数
Quantinno Capital Management LP $31,471,877 826,467 1.09% 株式数
VANGUARD FIDUCIARY TRUST CO $30,627,363 804,290 1.06% 株式数
CAPITAL FUND MANAGEMENT S.A. $29,147,840 765,437 1.01% 株式数
Prevatt Capital Ltd $27,036,800 710,000 0.93% 株式数
PANAGORA ASSET MANAGEMENT INC $23,854,607 626,434 0.82% 株式数
BARCLAYS PLC $22,847,391 599,984 0.79% 株式数
Lodge Hill Capital, LLC $21,549,472 565,900 0.74% 株式数
CITADEL ADVISORS LLC $20,339,442 534,124 0.70% 株式数
CANADA PENSION PLAN INVESTMENT BOARD $19,230,400 505,000 0.66% 株式数
BlackRock, Inc. $17,038,820 447,448 0.59% 株式数
WELLINGTON MANAGEMENT GROUP LLP $16,049,159 421,459 0.55% 株式数
SEI INVESTMENTS CO $15,530,920 407,850 0.54% 株式数
ALPS ADVISORS INC $13,718,168 360,246 0.47% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,430,816 352,700 0.46% プットオプション
Swedbank AB $13,162,085 345,643 0.45% 株式数
RHUMBLINE ADVISERS $12,918,568 339,250 0.45% 株式数
Balyasny Asset Management L.P. $12,826,601 336,833 0.44% 株式数
Boston Trust Walden Corp $12,447,705 326,883 0.43% 株式数
AMERIPRISE FINANCIAL INC $12,307,559 322,924 0.42% 株式数
MACKENZIE FINANCIAL CORP $11,742,615 308,367 0.41% 株式数
TWO SIGMA INVESTMENTS, LP $11,469,163 301,186 0.40% 株式数
BANK OF AMERICA CORP /DE/ $11,394,031 299,213 0.39% 株式数
RWWM, INC. $11,282,038 296,272 0.39% 株式数
Mariner, LLC $11,162,123 293,120 0.39% 株式数
PRINCIPAL FINANCIAL GROUP INC $10,907,407 286,434 0.38% 株式数
SPROTT INC. $10,852,800 285,000 0.37% 株式数
Robeco Institutional Asset Management B.V. $10,769,176 282,804 0.37% 株式数
Grantham, Mayo, Van Otterloo & Co. LLC $10,327,182 271,197 0.36% 株式数
ALGERT GLOBAL LLC $10,128,518 265,980 0.35% 株式数
Sound Income Strategies, LLC $9,973,283 261,903 0.34% 株式数
California Public Employees Retirement System $9,857,503 258,863 0.34% 株式数
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $9,780,467 256,840 0.34% 株式数
Swiss National Bank $9,687,552 254,400 0.33% 株式数
Cambria Investment Management, L.P. $9,683,135 254,284 0.33% 株式数
VICTORY CAPITAL MANAGEMENT INC $9,627,766 252,830 0.33% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,024,960 237,000 0.31% コールオプション
ALLIANCEBERNSTEIN L.P. $8,668,861 273,121 0.30% 株式数
Brookstone Capital Management $7,332,123 192,545 0.25% 株式数
SCHRODER INVESTMENT MANAGEMENT GROUP $7,036,531 184,106 0.24% 株式数
Corient Private Wealth LP $6,768,186 177,730 0.23% 株式数
Engineers Gate Manager LP $6,544,315 171,857 0.23% 株式数
IEQ CAPITAL, LLC $6,285,328 165,056 0.22% 株式数
Midwest Trust Co $6,232,135 163,659 0.22% 株式数
Trexquant Investment LP $6,113,363 160,540 0.21% 株式数
UBS Group AG $5,951,485 156,289 0.21% 株式数
CITADEL ADVISORS LLC $5,826,240 153,000 0.20% コールオプション
SEIZERT CAPITAL PARTNERS, LLC $5,576,435 146,440 0.19% 株式数
Connor, Clark & Lunn Investment Management Ltd. $5,108,432 134,150 0.18% 株式数
Vanguard Global Advisers, LLC $5,056,757 132,793 0.17% 株式数
MERCER GLOBAL ADVISORS INC /ADV $4,993,051 131,120 0.17% 株式数
Retirement Systems of Alabama $4,992,516 131,106 0.17% 株式数
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4,809,085 126,289 0.17% 株式数
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,735,957 149,211 0.16% 株式数
CRAWFORD INVESTMENT COUNSEL INC $4,700,960 123,450 0.16% 株式数
Elo Mutual Pension Insurance Co $4,621,351 121,359 0.16% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $4,608,327 121,017 0.16% 株式数
MARSHALL WACE, LLP $4,603,758 120,897 0.16% 株式数
NISA INVESTMENT ADVISORS, LLC $4,556,936 118,362 0.16% 株式数
Qube Research & Technologies Ltd $4,463,623 117,217 0.15% 株式数
Assenagon Asset Management S.A. $4,454,598 116,980 0.15% 株式数
Inlet Private Wealth, LLC $4,335,495 113,852 0.15% 株式数
Universal- Beteiligungs- und Servicegesellschaft mbH $4,114,201 108,041 0.14% 株式数
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,061,004 113,628 0.14% 株式数
Round Hill Asset Management $4,051,560 106,396 0.14% 株式数
ROYAL BANK OF CANADA $4,030,000 105,820 0.14% 株式数
TEACHER RETIREMENT SYSTEM OF TEXAS $3,918,432 102,900 0.14% 株式数
LPL Financial LLC $3,841,553 100,881 0.13% 株式数
RAYMOND JAMES FINANCIAL INC $3,830,758 100,598 0.13% 株式数
Qsemble Capital Management, LP $3,704,118 97,272 0.13% 株式数
SEGALL BRYANT & HAMILL, LLC $3,617,600 95,000 0.12% 株式数
SummitTX Capital, L.P. $3,541,364 92,998 0.12% 株式数
Mubadala Investment Co PJSC $3,414,976 89,679 0.12% 株式数
Cerity Partners LLC $3,391,719 89,068 0.12% 株式数
Brevan Howard Capital Management LP $3,370,651 88,515 0.12% 株式数
Range Financial Group LLC $3,366,424 88,404 0.12% 株式数
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3,291,369 86,433 0.11% 株式数
Focus Partners Wealth $3,188,930 83,704 0.11% 株式数
Vest Financial, LLC $3,182,726 83,580 0.11% 株式数
BNP PARIBAS FINANCIAL MARKETS $3,134,441 82,312 0.11% 株式数
NEW YORK STATE COMMON RETIREMENT FUND $2,984,672 78,379 0.10% 株式数
JANE STREET GROUP, LLC $2,966,432 77,900 0.10% プットオプション
WEDGE CAPITAL MANAGEMENT L L P/NC $2,929,729 92,304 0.10% 株式数

企業インサイダー 79 人のインサイダー · 32人の役員 · 15人の取締役

インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
Alan M Bennett President and CEO 2010年9月13日 P 14,886 0 0 $0
SMYTH RUSSELL P President and CEO 2009年10月1日 A 28,095 0 0 $0
Mark A Ernst Chairman, President and CEO 2007年10月19日 M 306,484 0 0 $0
Robert E Dubrish President and CEO, Option One 2007年7月2日 M 44,791 0 0 $0
Brian L Nygaard President and CEO, HRBFA 2004年11月5日 F 16,424 0 0 $0
William L Trubeck Executive VP and CFO 2007年10月17日 A 1,728 0 0 $0
Frank J Cotroneo Senior Vice President and CFO 2003年9月15日 M 27,859 0 0 $0
Delos (Kip) L Knight III President, U.S. Retail Ops 2015年12月3日 F 24,510 0 0 $0
Susan Ehrlich President, Financial Services 2013年6月30日 A 17,394 0 0 $0
Charles Elliott Andrews President, RSM McGladrey 2010年10月1日 A 15,000 0 0 $0
Timothy C Gokey President, Retail Tax 2008年10月1日 A 39,367 0 0 $0
Thomas A Allanson President, Digital 2008年7月30日 M 12,584 0 0 $0
Steven Tait President, Business Services 2008年7月3日 A 28,417 0 0 $0
Marc West President, Commercial Markets 2008年4月4日 S 1,961 0 0 $0
Jeffery W Yabuki Executive VP and COO 2005年11月30日 J 151,664 0 0 $0
Gregory J Macfarlane SVP, U.S. Retail Prods & Ops 2016年12月9日 F 120,260 0 0 $0
Jason Houseworth Chief Innovation Officer 2016年7月18日 A 70,450 0 0 $0
Jeffrey Brown Chief Accounting and Risk Offi 2016年7月1日 F 98,473 0 0 $0
Richard K Agar SVP and CIO 2011年9月30日 F 48,150 0 0 $0
Colby R Brown VP and Corporate Controller 2011年9月30日 F 9,248 0 0 $0
Robert J Turtledove SVP, Chief Marketing Officer 2010年10月1日 A 14,420 0 0 $0
Brian J Woram SVP and General Counsel 2009年10月1日 A 45,920 0 0 $0
Tammy S Serati Senior VP, Human Resources 2009年6月5日 A 1,606 0 0 $0
Carol F Graebner Executive VP, General Counsel 2008年1月8日 A 251 0 0 $0
Jeff E Nachbor SVP, Corporate Controller 2007年6月30日 A 6,790 0 0 $0
Nicholas J Spaeth SVP and Chief Legal Officer 2006年10月2日 J 61,255 0 0 $0
Steven Nadon Pres., Consumer Fin'l Services 2006年7月19日 S 56,241 0 0 $0
Bret G Wilson Vice President and Secretary 2006年4月3日 J 5,419 0 0 $0
Linda M Mcdougall Vice President, Communications 2005年12月29日 P 12,121 0 0 $0
Melanie K Coleman VP and Corporate Controller 2005年7月15日 J 5,711 0 0 $0
Timothy R Mertz Vice President, Corporate Tax 2005年6月30日 A 2,259 0 0 $0
James H Ingraham Senior VP and General Counsel 2003年7月29日 M 2,576 0 0 $0
Marvin R Ellison 取締役 2013年9月12日 A 22,753 0 0 $0
Richard C Breeden 取締役 2010年11月1日 A 60,562 0 0 $0
Len J Lauer 取締役 2010年11月1日 A 33,548 0 0 $0
Edward L Shaw JR 取締役 2010年11月1日 A 23,548 0 0 $0
Thomas M Bloch 取締役 2009年11月2日 A 92,282 0 0 $0
Roger W Hale 取締役 2008年7月1日 M 66,301 0 0 $0
Henry F Frigon 取締役 2008年1月8日 A 7,013 0 0 $0
Rayford Wilkins JR 取締役 2007年8月31日 A 13,479 0 0 $0
Louis W Smith 取締役 2007年6月30日 A 27,753 0 0 $0
Donna R Ecton 取締役 2007年6月30日 A 552 0 0 $0
CHOATE JERRY D 取締役 2007年6月30日 A 10,000 0 0 $0
Kenneth G Baum 取締役 2005年6月30日 A 10,589 0 0 $0
Mark J. Darling 2026年8月12日 A 22,318 0 0 $0
Dara S Redler 2026年8月12日 A 60,629 0 0 $0
Curtis A Campbell 2026年7月8日 F 42,987 0 0 $0
Christian H. Charnaux 2026年1月22日 A 3,727 0 0 $0
Stephanie Plaines 2026年1月22日 A 3,727 0 0 $0
Geralyn Breig 2026年1月22日 A 3,727 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

アクティビストおよび5%超のオーナー 1保有

SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。

提出者 提出済み 保有 ステータス 目的 提出書類
Harris Associates L.P. ×2 提出書類 2007年9月19日 初回提出 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF保有状況 117のETFが保有

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
MDPL · Northern Lights Fund Trust IV 3.34% 52,838 NS 2026年5月31日 N-PORT
ZIG · ETF Series Solutions 3.22% 33,243 NS 2026年4月30日 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1.87% 473,610 SH 2026年8月8日 日次
OUSM · ALPS ETF Trust 1.49% 339,391 NS 2026年5月31日 N-PORT
PSL · Invesco Exchange-Traded Fund Trust 1.35% 24,650 SH 2026年8月8日 日次
RNIN · EA Series Trust 1.18% 57,017 NS 2026年4月30日 N-PORT
SYLD · Cambria ETF Trust 0.97% 293,555 NS 2026年4月30日 N-PORT
RDIV · Invesco Exchange-Traded Fund Trust … 0.85% 257,612 SH 2026年8月8日 日次
FXD · First Trust Exchange-Traded AlphaDE… 0.82% 68,836 NS 2026年4月30日 N-PORT
HIDV · AB Active ETFs, Inc. 0.81% 40,588 NS 2026年5月31日 N-PORT
SOVF · Elevation Series Trust 0.73% 21,708 NS 2026年4月30日 N-PORT
MCOW · Pacer Funds Trust 0.73% 226 NS 2026年4月30日 N-PORT
GMOV · GMO ETF Trust 0.71% 16,710 NS 2026年5月31日 N-PORT
HDUS · Lattice Strategies Trust 0.64% 36,139 NS 2026年4月30日 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0.63% 31,778 NS 2026年4月30日 N-PORT
CALF · Pacer Funds Trust 0.62% 670,875 NS 2026年4月30日 N-PORT
QDF · FlexShares Trust 0.51% 341,550 NS 2026年4月30日 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.51% 21,429 NS 2026年5月31日 N-PORT
QDEF · FlexShares Trust 0.51% 84,660 NS 2026年4月30日 N-PORT
DVY · iShares Trust 0.49% 2,502,368 SH 2026年8月8日 日次
ROUS · Lattice Strategies Trust 0.48% 88,537 NS 2026年4月30日 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.44% 2,428 NS 2026年4月30日 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0.43% 11,089 NS 2026年5月31日 N-PORT
AKAF · ETF Series Solutions 0.29% 223 NS 2026年5月31日 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.26% 58,422 SH 2026年8月8日 日次
PRFZ · Invesco Exchange-Traded Fund Trust 0.26% 162,315 SH 2026年8月8日 日次
SMLF · iShares Trust 0.25% 229,718 SH 2026年8月8日 日次
SDVD · First Trust Exchange-Traded Fund IV 0.23% 59,801 NS 2026年4月30日 N-PORT
MIDE · DBX ETF Trust 0.20% 171 NS 2026年5月29日 N-PORT
BKSE · BNY Mellon ETF Trust 0.19% 4,905 NS 2026年4月30日 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.19% 55,984 SH 2026年8月8日 日次
XJH · iShares Trust 0.18% 17,193 SH 2026年8月8日 日次
QLV · FlexShares Trust 0.18% 9,646 NS 2026年4月30日 N-PORT
ISCV · iShares Trust 0.18% 27,486 SH 2026年8月8日 日次
BSCU · Invesco Exchange-Traded Self-Indexe… 0.17% 4,664,000 2026年8月8日 日次
FNDA · SCHWAB STRATEGIC TRUST 0.16% 379,705 NS 2026年5月31日 N-PORT
IJK · iShares Trust 0.16% 385,969 SH 2026年8月8日 日次
IJH · iShares Trust 0.16% 4,371,020 SH 2026年8月8日 日次
PKW · Invesco Exchange-Traded Fund Trust 0.16% 61,072 SH 2026年8月8日 日次
IJJ · iShares Trust 0.16% 308,963 SH 2026年8月8日 日次
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 21,558 NS 2026年4月30日 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 20,155 NS 2026年4月30日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.13% 204,520 SH 2026年8月8日 日次
IVOV · VANGUARD ADMIRAL FUNDS 0.13% 52,266 SH 2026年8月8日 日次
IVOG · VANGUARD ADMIRAL FUNDS 0.13% 65,040 SH 2026年8月8日 日次
VCR · VANGUARD WORLD FUND 0.13% 237,632 SH 2026年8月8日 日次
FSMD · FIDELITY COVINGTON TRUST 0.13% 94,186 NS 2026年4月30日 N-PORT
PTMC · Pacer Funds Trust 0.12% 14,541 NS 2026年4月30日 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.11% 4,135,000 2026年8月8日 日次
MVV · ProShares Trust 0.11% 4,381 NS 2026年5月31日 N-PORT