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The company

H&R Block, Inc.

HRB · NYSE

Consumer DiscretionaryConsumer ServicesLeading

HRB stood above a rising 150-day average in 11 of the last 52 weekly readings, including each of the last 11 weeks. It is 18.5% above that average now. Consumer Services: 14% of its 28 stocks in an uptrend (−7 points in four weeks); Consumer Discretionary: 26% (+1 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
11 in a row
Industry in uptrend
14% -7 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$14.0M
Officials’ trades on record
10
Institutions holding
497 (+48)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 11 of 52 weeks.

20 Apr – 19 Oct
15%27%38%Apr 26Jun 26Jul 26Sep 26Oct 26

Consumer Services: Few of its stocks are in an uptrend and the share has been slipping. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$13.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

10 disclosed lines: House 10, Senate 0, executive 0; 5 people.

WhoDidAmountTraded
Val T. Hoyle House: U.S. House ClerkOR04soldspouse$1k–$15k23 Sep 2025filed 10 Oct 2025
Val T. Hoyle House: U.S. House ClerkOR04boughtspouse$1k–$15k29 Oct 2024filed 12 Sep 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39sold$1k–$15k29 Apr 2020filed 13 May 2020
Dean Phillips House: U.S. House ClerkMN03sold$1k–$15k2 Apr 2020filed 7 May 2020
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39bought$1k–$15k18 Mar 2020filed 16 Apr 2020
Dean Phillips House: U.S. House ClerkMN03bought$1k–$15k28 Feb 2020filed 12 Mar 2020
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k21 Feb 2017filed 13 Aug 2018
Francis Rooney House: U.S. House ClerkFL19sold$1k–$15k25 Jan 2017filed 17 Feb 2017
Francis Rooney House: U.S. House ClerkFL19sold$1k–$15k24 Jan 2017filed 17 Feb 2017
Josh Gottheimer House: U.S. House ClerkNJ05bought$1k–$15k3 Jan 2017filed 13 Aug 2018

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 2
WhoDidSharesTraded
Mark J. DarlingChief Retail Officersold2,700at $40.6930 Sep 2026filed 2 Oct 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders497+48 on the quarter
New · exited120 · 72
Reported value$4.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202616,326,241$621.7M+787,417+5.1%
FMR LLCadded · filed 13 Aug 202615,744,303$599.5M+456,900+3.0%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20269,616,406$366.2M+6,433,681+202.1%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20266,210,650$236.5M-1,061,675−14.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20265,713,146$217.6M+58,111+1.0%
STATE STREET CORPadded · filed 7 Aug 20264,157,916$160.0M+163,123+4.1%
FULLER & THALER ASSET MANAGEMENT, INC.reduced · filed 12 Aug 20263,975,923$151.4M-304,370−7.1%
LAZARD ASSET MANAGEMENT LLCreduced · filed 14 Aug 20263,244,474$123.5M-516,620−13.7%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20263,061,311$116.6M-75,776−2.4%
NORTHERN TRUST CORPreduced · filed 13 Aug 20262,934,354$111.7M-80,782−2.7%
31 Mar 2023 – 30 Jun 2026
334418502Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Mark J. Darling Company insiderChief Retail Officer · last 30 Sep 20260 · 1
April M. Wasleski Company insiderVP & Chief Acct Officer · last 31 Aug 20260 · 0
Curtis A. Campbell Company insiderPresident & CEO · last 31 Aug 20260 · 0
Dara S. Redler Company insiderChief Legal & Admin. Officer · last 31 Aug 20260 · 1
Scott Manuel Company insiderChief Strategy & Operations Of · last 31 Aug 20260 · 0
Tiffany L. Mason Company insiderChief Financial Officer · last 31 Aug 20260 · 0
Christian H. Charnaux Company insiderDirector · last 22 Jan 20260 · 0
Geralyn Breig Company insiderDirector · last 22 Jan 20260 · 0
Stephanie Plaines Company insiderDirector · last 22 Jan 20260 · 0
Jeffrey J. Jones II Company insiderPresident & CEO · last 19 Nov 20252 · 10
Anuradha Gupta Company insiderDirector · last 5 Nov 20250 · 0
Matthew E. Winter Company insiderDirector · last 5 Nov 20250 · 0

Same industry

BUUU BUUU GroupLeading+76%
RGS RegisLeading+6%
YSXT YSX Tech. CoIn trend+18%
EVI EVI IndustriesAbove a falling average+10%
SCI Service Corporation InternationalAbove a falling average+2%
R Ryder SystemSetting up-4%
MRT Marti TechnologiesNot moving yet-5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 30 Jun 202644.3%
Free cash flow marginFY 2026 · to 30 Jun 202619.2%
Cash conversionFY 2026 · to 30 Jun 2026114%
Debt to equityFY 2026 · to 30 Jun 202612.69×
Share count trendFY 2026 · to 31 Jul 2026-4.3%
Cash and equivalentsFY 2026 · to 30 Jun 2026$958.7M
Free cash flowFY 2026 · to 30 Jun 2026$756.1M

Analyst forecasts

No analyst forecasts yet.