HRB NYSE Week ended 31 Jul 2026

Weekly Investor Report

H&R Block Inc · Consumer Cyclical · Personal Services

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Latest close 44.03 USD
7.8% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 24.0% above the Trend Line and sits at 63.3% of its 52-week range. The latest completed week returned 7.8%, after a 10.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers. Options positioning is mixed with 43/100 conviction, while the latest news-sentiment score is 57/100. Near-term considerations: volume confirmation is below normal; earnings are due in 10d.

Setup score 50 out of 100
Latest Close 44.03 USD 31 Jul 2026
1W Return 7.8% latest completed week
4W Return 10.0% short-term follow-through
12W Return 20.4% quarterly tape
Trend Breadth 5.8% 3 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 3-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • Price is below Fair Value, so the market is still discounting the latest tape.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 7.8% Latest completed week; four-week move 10.0%. Indicator stack 14/77 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Mixed 43/100 conviction; expected move 13.1%. News sentiment 57/100 49 relevant articles in the latest sentiment read. Event risk 10d Next report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 24.0% above the Trend Line and sits at 63.3% of its 52-week range. The latest completed week returned 7.8%, after a 10.0% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.5212-week average 0.33

12-week confirmation

Trend active3/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.52Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 10.0% over four weeks, 20.4% over 12 weeks, and -15.7% over one year. The current trend has remained active for 3 consecutive weeks.

Performance by holding period

1W7.8%
4W10.0%
12W20.4%
26W14.4%
52W-15.7%
Active trend streak3 weeks
Active weeks in one year3
Trend breadth5.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.25Latest activity-pressure read.
Pressure change55.3%Four-week change in activity pressure.
Leadership0.04Latest relative-leadership reading.
RS change100.3%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 94% Model confidence 90%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength68/100Blend of value, momentum, and quality. Underlying universe rank 33; rank 1 is best.
Value93/100Relative valuation strength. Underlying universe rank 8; rank 1 is best.
Quality32/100Profitability and accounting quality. Underlying universe rank 69; rank 1 is best.
Momentum14/100Medium-term price momentum. Underlying universe rank 87; rank 1 is best.
Growth70/100Revenue and earnings growth. Underlying universe rank 31; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
7.0x
Price divided by trailing earnings.
Price / sales
1.3x
Market value relative to trailing revenue.
EV / EBITDA
6.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
14.5%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
54.5%
Gross profit retained from each unit of revenue.
Operating margin
23.8%
Operating profit retained from revenue.
Free-cash-flow margin
23.4%
Free cash flow generated from revenue.
Return on invested capital
72.9%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
5.4%
Latest one-year revenue growth.
EPS growth
31.1%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
12.8%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
4.1%
Cash dividends relative to market value.
Buyback yield
8.0%
Net share repurchases relative to market value.
Shareholder yield
12.1%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.1x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

HRB shows mixed options pressure with a 43/100 conviction score, put-call volume ratio of 0.98, expected move of 13.1%, and Sharemaestro trend signal active.

Conviction43/100
Expected move13.1%
Put/call volume0.98
Pressure3
Speculation34
Volatility87
Trend agreement98
Open options detail
Insider activity0 / 2

0 acquisitions and 2 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment57/100

Weighted news tone is neutral across 49 relevant articles.

19 positive · 28 neutral · 2 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings10dNext report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
Options expected move13.1%Nearest-chain priced movement where available.
52-week drawdown-17.9%Distance below the 52-week high.
13-week volatility6.4%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher14 of 2612 weeks finished lower.
Best week+18.3%Week of 8 May.
Worst week-16.7%Week of 6 Feb.
Latest week+7.8%Week of 31 Jul.

Shape of recent returns

Strong gains9
Modest gains5
Flat weeks0
Modest losses5
Sharp losses7
Recent vol6.4%13-week weekly-return volatility.
Base vol5.6%52-week weekly-return volatility.
Up/down split25/27Count of positive and negative weeks in the 52-week window.
Average skew4.2% / -4.2%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape44/100

Trend, activity pressure, participation, and risk combine to a 44/100 tape read.

 Indicator analysis47/100

Latest 12-week confirmation: trend 3/12, activity pressure 12/12, relative leadership 1/12.

Activity pressure 0.52; No reversal markers Factors52/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 7; Small Cap Core rank 7 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options62/100

HRB shows mixed options pressure with a 43/100 conviction score, put-call volume ratio of 0.98, expected move of 13.1%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 13.1% Sentiment57/100

Weighted news tone is neutral across 49 relevant articles.

H&R Block, Inc. $HRB Stake Boosted by Lodge Hill Capital LLC Insiders0 / 2

0 acquisitions and 2 disposals in the latest 180-day insider tape.

 Earnings10d

Next report is scheduled for 11 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202644.03 USD7.8%35.52 USD46.04 USD1.250.0410.2MOn
24 Jul 202640.83 USD-3.0%35.44 USD45.96 USD1.06-7.008.4MOn
17 Jul 202642.08 USD6.3%35.50 USD45.89 USD1.00-5.638.6MOn
10 Jul 202639.59 USD-1.1%35.52 USD45.82 USD0.79-13.3910.1MOff
3 Jul 202640.04 USD7.6%35.61 USD45.76 USD0.80-12.178.1MOff
26 Jun 202637.22 USD8.3%35.64 USD45.68 USD0.85-17.4510.7MOff
19 Jun 202634.38 USD-5.9%35.76 USD45.63 USD0.88-26.379.1MOff
12 Jun 202636.52 USD-4.1%36.03 USD45.60 USD1.11-22.1012.8MOff
5 Jun 202638.09 USD0.1%36.23 USD45.56 USD1.20-19.3011.4MOff
29 May 202638.07 USD-1.0%36.56 USD45.50 USD1.27-22.368.2MOff
22 May 202638.46 USD4.4%36.90 USD45.43 USD1.14-21.4114.1MOff
15 May 202636.84 USD0.8%37.29 USD45.36 USD0.78-25.0415.5MOff
8 May 202636.56 USD18.3%37.76 USD45.29 USD0.40-26.4020.0MOff
1 May 202630.91 USD3.3%38.18 USD45.24 USD-0.13-37.1811.8MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.