HRB

H&R BlockB

NYSE / Consumer Services

At close

2026-07-18

Current thesis

Primary-source evidence supports a cautious positive view: the May 6, 2026 SEC-filed earnings release showed a clean beat, raised fiscal 2026 outlook, better assisted-channel share trends, and incremental repurchase support. [#SEC-8K-2026-05-06]

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.6.

What can break

Cost risk: Q3 operating expenses rose 4.8%, primarily from higher field wages, so margin expansion could narrow if wage pressure persists. [#SEC-8K-2026-05-06]

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $39.50 · Bull $41.00 · Bear $31.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-06-26 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $39.50

Why

Momentum62 · Δ7d +12.6

Value69 · Δ7d -0.6

Sentiment36 · Δ7d -8.5

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+12.6

Δ21d

+19.3

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.6

Δ21d

-0.9

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-8.5

Δ21d

-13.1

Why this grade

Composite grade B. Momentum 61.5 / Value 69.3 / Sentiment 35.9

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$5.33B

Beta

0.36

Shares Out

126.76M

P/E (TTM)

9.7

P/S (TTM)

1.47

P/FCF (TTM)

14.81

Rev YoY

+5.3%

EPS YoY

+24.3%

Gross Margin

+44.3%

Op Margin

+22.5%

Net Debt

$1.02B

Current Ratio

1.00

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology