H&R Block ($HRB) podcast mentions
Hi, this is Daniel from Crosby, Texas, calling about the stock ticker HRB, H&R Block. Was interested in your thoughts on this one and, uh, what do you think is a good entry point? Thank you.
Steve Peasley · InvestTalk · Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings · 2026-09-04H&R Block, ticker HRB. Is the— how big is this guy now? It's a consumer services company, so they do tax, tax return preparation. So the big competitor to TurboTax, Intuit. It's a far smaller company than Intuit. It's about $6.2 billion in its market cap. Had a bit of a drawdown heading into 2026 and then kind of flatlined for a little bit, but it's been doing really well this year, specifically in the last 3 months. It's up 30.93% in the past 3 months. It's up 12.57% year to date. Revenue looked pretty solid last quarter. That was up 3.1%. That was a beat. Adjusted EPS, that was a beat by roughly 3 to 7%. Revenue guidance held steady. EBITDA guidance held steady. Uh, you know, I think one of the best things that came out of the most recent Guidance is a dividend raise of about 10%. That certainly was a boon for the stock. And the stock had already run up about 17.4% over the month heading into earnings, which in a lot of ways outpaced not only the overall market, but the industry. Post-earnings, there was a huge pop. It kind of drew down a little bit. Ah, this is a little rough, right? They had a genuinely strong finish to their res— uh, uh, record fiscal year. and the market rewarded it. But the guided jump in the effective tax rate next year will probably make 2027 EPS growth look more modest on paper, meaning the underlying business, although it looks strong this year, is likely to snap back a little bit to reality in the coming year. And that's why this thing's trading at 8x price-to-forward-looking earnings. So it's had a run. Nothing really exciting in my mind. That is ticker HRB, H&R Block. All right, folks, when we come back, more answers to your finance and investment questions.
Luke Guerrero · InvestTalk · Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings · 2026-09-04