Consumer Cyclical
Live Price
Offline$37.22
+4.02% today
1Y Change
-32.19%
Window
Jun 30, 2025 → Jun 26, 2026
Coverage: 249 bars · Jun 30, 2025 → Jun 26, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
H&R Block, Inc. (HRB) is a Consumer Cyclical stock with a market cap of $4.02B and listed on NYSE. The stock last traded around $37.22 and down 32.2% across the available one-year price window (Jun 30, 2025 → Jun 26, 2026). Baseline metrics include revenue growth of +4.2%, EPS growth of +8.1%, a dividend yield of 5.2%. What stands out right now is revenue +4.2%, EPS +8.1%, free cash flow -8.9% with operating margin 25.2% and ROIC 30.1%. The dividend matters to the case here, with a current yield around 5.2%. Valuation is more restrained than many high-expectation growth names at P/E 6.5 and price/sales 1.1. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines HRB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
HRB is 50.18 pts behind over the shared 1Y window.
HRB had 40.94 pts deeper max drawdown than SPY.
HRB beat SPY in 0 of 2 calendar years shown and trailed in 2.
HRB
-32.19%
Normalized return
SPY
+17.99%
S&P 500
Excess Return
-50.18 pts
Relative to SPY
HRB Max Drawdown
-50.07%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for HRB and SPY.
| Year | HRB | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -12.65% | +6.71% | -19.36 pts | SPY |
| 2025 | -20.66% | +11.19% | -31.85 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
5.15%
Trailing 12M Payout
$1.26
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 4, 2026 | Mar 4, 2026 | Apr 6, 2026 | $0.42 | $0.42 | Quarterly |
| Dec 4, 2025 | Dec 4, 2025 | Jan 6, 2026 | $0.42 | $0.42 | Quarterly |
| Sep 4, 2025 | Sep 4, 2025 | Oct 6, 2025 | $0.42 | $0.42 | Quarterly |
| Jun 4, 2025 | Jun 4, 2025 | Jul 3, 2025 | $0.38 | $0.38 | Quarterly |
| Mar 4, 2025 | Mar 4, 2025 | Apr 3, 2025 | $0.38 | $0.38 | Quarterly |
| Dec 5, 2024 | Dec 5, 2024 | Jan 6, 2025 | $0.38 | $0.38 | Quarterly |
| Sep 5, 2024 | Sep 5, 2024 | Oct 3, 2024 | $0.38 | $0.38 | Quarterly |
| Jun 5, 2024 | Jun 5, 2024 | Jul 3, 2024 | $0.32 | $0.32 | Quarterly |
| Mar 4, 2024 | Mar 5, 2024 | Apr 3, 2024 | $0.32 | $0.32 | Quarterly |
| Dec 4, 2023 | Dec 5, 2023 | Jan 4, 2024 | $0.32 | $0.32 | Quarterly |
| Sep 6, 2023 | Sep 7, 2023 | Oct 4, 2023 | $0.32 | $0.32 | Quarterly |
| Jun 6, 2023 | Jun 7, 2023 | Jul 6, 2023 | $0.29 | $0.29 | Quarterly |
| Mar 6, 2023 | Mar 7, 2023 | Apr 5, 2023 | $0.29 | $0.29 | Quarterly |
| Dec 5, 2022 | Dec 6, 2022 | Jan 3, 2023 | $0.29 | $0.29 | Quarterly |
| Sep 7, 2022 | Sep 8, 2022 | Oct 3, 2022 | $0.29 | $0.29 | Quarterly |
| Jun 7, 2022 | Jun 8, 2022 | Jul 1, 2022 | $0.27 | $0.27 | Quarterly |
| Mar 7, 2022 | Mar 8, 2022 | Apr 1, 2022 | $0.27 | $0.27 | Quarterly |
| Dec 3, 2021 | Dec 6, 2021 | Jan 3, 2022 | $0.27 | $0.27 | Quarterly |
| Sep 9, 2021 | Sep 10, 2021 | Oct 1, 2021 | $0.27 | $0.27 | Quarterly |
| Jun 24, 2021 | Jun 25, 2021 | Jul 1, 2021 | $0.27 | $0.27 | Quarterly |
| Mar 15, 2021 | Mar 16, 2021 | Apr 1, 2021 | $0.26 | $0.26 | Quarterly |
| Dec 4, 2020 | Dec 7, 2020 | Jan 4, 2021 | $0.26 | $0.26 | Quarterly |
| Sep 10, 2020 | Sep 11, 2020 | Oct 1, 2020 | $0.26 | $0.26 | Quarterly |
| Jun 25, 2020 | Jun 26, 2020 | Jul 1, 2020 | $0.26 | $0.26 | Quarterly |
| Mar 16, 2020 | Mar 17, 2020 | Apr 1, 2020 | $0.26 | $0.26 | Quarterly |
| Dec 6, 2019 | Dec 9, 2019 | Jan 2, 2020 | $0.26 | $0.26 | Quarterly |
| Sep 12, 2019 | Sep 13, 2019 | Oct 1, 2019 | $0.26 | $0.26 | Quarterly |
| Jun 20, 2019 | Jun 21, 2019 | Jul 1, 2019 | $0.26 | $0.26 | Quarterly |
| Mar 15, 2019 | Mar 18, 2019 | Apr 1, 2019 | $0.25 | $0.25 | Quarterly |
| Nov 30, 2018 | Dec 3, 2018 | Jan 2, 2019 | $0.25 | $0.25 | Quarterly |
| Sep 11, 2018 | Sep 12, 2018 | Oct 1, 2018 | $0.25 | $0.25 | Quarterly |
| Jun 21, 2018 | Jun 22, 2018 | Jul 2, 2018 | $0.25 | $0.25 | Quarterly |
| Mar 12, 2018 | Mar 13, 2018 | Apr 2, 2018 | $0.24 | $0.24 | Quarterly |
| Dec 1, 2017 | Dec 4, 2017 | Jan 2, 2018 | $0.24 | $0.24 | Quarterly |
| Sep 12, 2017 | Sep 13, 2017 | Oct 2, 2017 | $0.24 | $0.24 | Quarterly |
| Jun 21, 2017 | Jun 23, 2017 | Jul 3, 2017 | $0.24 | $0.24 | Quarterly |
| Mar 10, 2017 | Mar 14, 2017 | Apr 3, 2017 | $0.22 | $0.22 | Quarterly |
| Dec 1, 2016 | Dec 5, 2016 | Jan 3, 2017 | $0.22 | $0.22 | Quarterly |
| Sep 12, 2016 | Sep 14, 2016 | Oct 3, 2016 | $0.22 | $0.22 | Quarterly |
| Jun 16, 2016 | Jun 20, 2016 | Jul 1, 2016 | $0.22 | $0.22 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.