H&R Block (LTS:0HOB) Shareholder Yield % : 8.86% (As of Mar. 2026) — Near Median


LTS:0HOB H&R Block Inc LTS:0HOB
84 GF Score
Price $39.50
GF Value $63.41
Valuation Significantly Undervalued
! 1 Warning Sign
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What is H&R Block Shareholder Yield %?

H&R Block LTS:0HOB -1.79% 84 Shareholder Yield % is 8.86% as of Mar. 2026, which is 1% above its 10-year median of 8.80. GuruFocus rates LTS:0HOB with a GF Score™ of 84/100 and a GF Value™ of $63.41 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 95 Personal Services companies, H&R Block ranks better than 84.21% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, H&R Block's Shareholder Yield % was 8.86%.


H&R Block  (LTS:0HOB) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


H&R Block Shareholder Yield % Related Terms


H&R Block Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for H&R Block's Shareholder Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

H&R Block Shareholder Yield % Chart

H&R Block Annual Data
Trend Apr16 Apr17 Apr18 Apr19 Apr20 Apr21 Jun22 Jun23 Jun24 Jun25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.51 13.03 22.37 6.45 8.32

H&R Block Quarterly Data
Apr21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.34 8.32 11.03 8.14 10.81

LTS:0HOB vs FTDR, ANDG, BFAM: Shareholder Yield % Comparison

For the Personal Services subindustry, H&R Block's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


H&R Block Shareholder Yield % vs Personal Services Industry

For the Personal Services industry and Consumer Cyclical sector, H&R Block's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where H&R Block's Shareholder Yield % falls into.


LTS:0HOB
84GF Score
H&R Block Inc LTS:0HOB
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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H&R Block Shareholder Yield % Calculation

H&R Block's Shareholder Yield % for the quarter that ended in Mar. 2026 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=5.17 %+10.27 %+-4.63 %
=10.81 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 8.86% mean?
H&R Block (LTS:0HOB) has a Shareholder Yield % of 8.86% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on H&R Block and its competitors. This is near median its historical median of 8.80. According to the industry distribution chart, H&R Block ranks #15 out of 95 companies in the Personal Services industry, placing it in the top 15.8%.
Is H&R Block's Shareholder Yield % too high?
H&R Block's current Shareholder Yield % of 8.86% is near median its 10-year median of 8.80. Based on the distribution chart, H&R Block ranks #15 out of 95 companies in the Personal Services industry, which is in the top quartile — a strong position relative to peers. Overall, H&R Block has a GF Score™ of 84/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does H&R Block's Shareholder Yield % compare to FTDR and ANDG?
According to the Personal Services industry distribution chart, H&R Block ranks #15 out of 95 companies for Shareholder Yield %. This places H&R Block in the top 16% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for a Personal Services company?
A good Shareholder Yield % depends on the Personal Services industry context. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on H&R Block and its competitors. H&R Block's current Shareholder Yield % is 8.86%, which is near median its own 10-year median of 8.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is H&R Block stock overvalued right now?
Based on GuruFocus' analysis, H&R Block (LTS:0HOB) is currently considered Significantly Undervalued. The stock's GF Value™ is $63.41, compared to a current price of $39.50 — trading 37.7% below its estimated fair value. The current Shareholder Yield % is 8.86%, which is near median its 10-year median of 8.80. H&R Block's overall GF Score™ is 84/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For H&R Block (LTS:0HOB), the current Shareholder Yield % is 8.86% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is H&R Block (LTS:0HOB) Overvalued in 2026?

Based on GuruFocus' analysis, H&R Block stock appears to be undervalued. The current stock price of $39.50 is trading 37.7% below its estimated GF Value™ of $63.41. GuruFocus considers H&R Block to be Significantly Undervalued.

Key valuation signals for LTS:0HOB:

  • Shareholder Yield %: 8.86% (near median its 10-year median of 8.80)
  • GF Value™: $63.41 vs. price of $39.50 (37.7% below fair value)
  • GF Score™: 84/100 with 1 warning sign

No single metric tells the full story. See the LTS:0HOB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


H&R Block Business Description

Address One H&R Block Way, Kansas City, MO, USA, 64105
H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
84GF Score

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Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$39.50
Price
$63.41
GF Value