HRB – Dividend Returns, History & Calculator

Dividend Contender 10 Years

Dividend Data

Div Yield 4.16%
5Y Avg Yield 3.25%
Current Div $0.460
Payouts/Year 4
Annualized $1.840
Previous Div $0.420
Ex-date Sep 3, 2026
Dividend Pay Date Oct 6, 2026

Price Data

Price $44.25
Price Change -0.56
Price Change % -1.25%
Next Earnings Report Nov 5, 2026
Low (52W) $28.16
High (52W) $58.67

Growth Rates

Chowder Number 14.3
DGR 1Y 11.3%
DGR 3Y 13.1%
DGR 5Y 10.2%
DGR 10Y 7.4%

Total Returns

TTR 1Y - With Specials -4.5%
TTR 3Y - With Specials 6.9%
TTR 1Y - No Specials -4.5%
TTR 3Y - No Specials 6.9%

Fair Value

Fair Value (P/E 10) $33.23
FV (P/E 10) % 33.0%
Fair Value (Peter Lynch) $71.24
FV (Peter Lynch) % -38.0%
Fair Value (Blended) $36.82
FV (Blended) % 20.0%

Financial Metrics

Revenue 1Y 4.9%
NPM 18.6%
CF/Share $6.80
Current R 1.1x
Debt/Capital 94.0%
ROTC 40.8%
P/E 7.8x
P/BV 46.8x
PEG 0.56

Company Info

Symbol HRB
Company H&R Block, Inc.
Sector Consumer Cyclical
Industry Personal Services
Website Visit
Market Cap $5,454.5M
📊 Financial data last updated: September 21, 2026 12:58 pm (Data may be stale)

Calculate your HRB Dividend Returns

Quickly and easily calculate HRB dividend yield using our HRB calculator. Adjust the fields below to see how your HRB investments snowball over time.

Show Idealized Scenario (Assumes all future extra investments and dividends are made on Day 1 and reinvested instantly — this creates a best-case scenario for compounding growth.)

Portfolio Growth Over Time

Data last updated: October 13, 2026 11:15 am

Year-by-Year Portfolio Growth (Realistic DRIP Scenario)

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,000226$44.32$0.464.15%4.15%$453$453263$11,653
2$12,447263$47.34$0.504.18%4.47%$561$1,014300$14,207
3$15,175300$50.56$0.534.22%4.81%$682$1,696337$17,057
4$18,218337$54.00$0.574.25%5.18%$819$2,515375$20,237
5$21,615375$57.68$0.624.28%5.58%$974$3,489412$23,789
6$25,409412$61.61$0.674.32%6.00%$1,148$4,637451$27,757
7$29,647451$65.80$0.724.35%6.46%$1,345$5,981489$32,192
8$34,384489$70.28$0.774.39%6.96%$1,567$7,548529$37,150
9$39,680529$75.07$0.834.42%7.49%$1,817$9,366569$42,697
10$45,605569$80.18$0.894.46%8.06%$2,101$11,466610$48,905

HRB Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
09/03/202609/03/2026$0.4603.37%3.60%$51.10
06/03/202606/03/2026$0.4204.43%4.43%$37.96
03/04/202603/04/2026$0.4205.30%5.45%$30.85
12/04/202512/04/2025$0.4203.78%3.99%$42.07
09/04/202509/04/2025$0.4203.01%3.27%$51.37
06/04/202506/04/2025$0.3752.57%2.57%$58.26
03/04/202503/04/2025$0.3752.76%2.86%$52.41
12/05/202412/05/2024$0.3752.42%2.62%$57.35
09/05/202409/05/2024$0.3752.10%2.36%$63.55
06/05/202406/05/2024$0.3202.51%2.51%$51.00
03/04/202403/04/2024$0.3202.48%2.54%$50.49
12/04/202312/04/2023$0.3202.63%2.76%$46.41
09/06/202309/06/2023$0.3203.06%3.29%$38.90
06/06/202306/06/2023$0.2903.72%3.72%$31.22
03/06/202303/06/2023$0.2903.17%3.23%$35.94
12/05/202212/05/2022$0.2902.65%2.75%$42.25
09/07/202209/07/2022$0.2902.45%2.58%$44.94
06/07/202206/07/2022$0.2702.98%2.98%$36.27
03/07/202203/07/2022$0.2704.46%4.46%$24.20
12/03/202112/03/2021$0.2704.59%4.63%$23.33
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Invest in HRB with Interactive Brokers

HRB 10-yr Total Return ($10,000 invested)

This analysis of HRB demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 13.6% CAGR, representing strong long-term performance. Recent 5-year performance has been particularly strong at 19.4% annually, outpacing the 10-year average. The DRIP strategy provided 19% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.

With DRIP No DRIP

Total Return with and without DRIP (HRB)

Over the selected period, investing $10,000 in HRB would grow to $55,079 with DRIP (450.8%), and $42,253 without DRIP (322.5%).

HRB Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in HRB with historic price growth (6.81%) and dividend growth (7.65%) produces dramatically different outcomes depending on whether you reinvest dividends.

After 20 Years

Your Investment: $34,000

With DRIP

Portfolio: $176,042

Annual Dividend: $8,557

Yield on Cost: 25.17%

Total Dividends: $57,328

No DRIP

Portfolio: $123,266

Total Dividends: $35,986

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $574,221

Annual Dividend: $30,203

Yield on Cost: 65.66%

Total Dividends: $221,871

No DRIP

Portfolio: $285,954

Total Dividends: $100,270

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $19,435 against a total investment of $25,600. At this point, your portfolio is throwing off $3,450 per year in dividends alone.

By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $5,830, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $57,328 versus $34,000 invested, nearly a 169% recovery of capital purely from income. Yield on cost reaches 25.17%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $16,093 is greater than total contributions to date ($40,000), and cumulative dividends exceed $114,532.

By year 30, the DRIP snowball is in full force. Yearly income reaches $30,203, cumulative dividends total $221,871, and the DRIP portfolio value stands at $574,221, compared with $285,954 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for HRB, price $44.32, dividend per period $0.46 (4x/year), along with historic growth assumptions: price growth 6.81% and dividend growth 7.65% annually.

We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No-DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.

This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.

Projected Future Returns & Dividends for HRB

Based on past 10-year performance, here are HRB growth metrics:

Share price CAGR of +8.66%
Dividend CAGR of +7.43%

Using HRB CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:

HRB (DRIP)HRB (No DRIP)
Current Price$42.63$42.63
Start Shares234.58234.58
Start Value$10,000$10,000
After 10 years:
Final Share Count349.10234.58
Dividends Payment$3.77$3.77
Annual Dividends$1,267$884
Yield on cost12.67%8.84%
Share Price$97.84$97.84
Total Dividends$8,084$6,538
Final Value$34,155$29,488

Estimated Future Value + Dividends – HRB

Dividend History: Payments & Yield

Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.

Yield Dividend

Dividend Growth

Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.

Dividend

Dividend Payments & Yield

Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.

Dividend 5-yr Rolling AVG Yield

HRB Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
09/03/202609/03/2026$0.4603.37%3.60%$51.10
06/03/202606/03/2026$0.4204.43%4.43%$37.96
03/04/202603/04/2026$0.4205.30%5.45%$30.85
12/04/202512/04/2025$0.4203.78%3.99%$42.07
09/04/202509/04/2025$0.4203.01%3.27%$51.37
06/04/202506/04/2025$0.3752.57%2.57%$58.26
03/04/202503/04/2025$0.3752.76%2.86%$52.41
12/05/202412/05/2024$0.3752.42%2.62%$57.35
09/05/202409/05/2024$0.3752.10%2.36%$63.55
06/05/202406/05/2024$0.3202.51%2.51%$51.00
03/04/202403/04/2024$0.3202.48%2.54%$50.49
12/04/202312/04/2023$0.3202.63%2.76%$46.41
09/06/202309/06/2023$0.3203.06%3.29%$38.90
06/06/202306/06/2023$0.2903.72%3.72%$31.22
03/06/202303/06/2023$0.2903.17%3.23%$35.94
12/05/202212/05/2022$0.2902.65%2.75%$42.25
09/07/202209/07/2022$0.2902.45%2.58%$44.94
06/07/202206/07/2022$0.2702.98%2.98%$36.27
03/07/202203/07/2022$0.2704.46%4.46%$24.20
12/03/202112/03/2021$0.2704.59%4.63%$23.33
09/09/202109/09/2021$0.2704.20%4.28%$25.24
06/24/202106/24/2021$0.2704.34%4.46%$24.21
03/15/202103/15/2021$0.2604.99%4.99%$20.86
12/04/202012/04/2020$0.2605.72%5.72%$18.19
09/10/202009/10/2020$0.2607.07%7.07%$14.71
06/25/202006/25/2020$0.2607.38%7.38%$14.10
03/16/202003/16/2020$0.2606.62%6.62%$15.72
12/06/201912/06/2019$0.2604.38%4.43%$23.50
09/12/201909/12/2019$0.2604.23%4.32%$24.09
06/20/201906/20/2019$0.2603.60%3.71%$28.04
03/15/201903/15/2019$0.2504.11%4.11%$24.35
11/30/201811/30/2018$0.2503.67%3.70%$27.01
09/11/201809/11/2018$0.2503.84%3.92%$25.50
06/21/201806/21/2018$0.2504.13%4.26%$23.48
03/12/201803/12/2018$0.2403.46%3.46%$27.78
12/01/201712/01/2017$0.2403.64%3.71%$25.86
09/12/201709/12/2017$0.2403.47%3.62%$26.55
06/21/201706/21/2017$0.2402.91%3.11%$30.89
03/10/201703/10/2017$0.2203.71%3.71%$23.73
12/01/201612/01/2016$0.2203.95%4.04%$21.78
09/12/201609/12/2016$0.2203.78%3.96%$22.25
06/16/201606/16/2016$0.2203.50%3.75%$23.46
03/11/201603/11/2016$0.2002.84%2.84%$28.17
12/03/201512/03/2015$0.2002.18%2.18%$36.68
09/04/201509/04/2015$0.2002.27%2.27%$35.30
06/11/201506/11/2015$0.2002.63%2.63%$30.41
03/12/201503/12/2015$0.2002.49%2.49%$32.07
12/04/201412/04/2014$0.2002.34%2.34%$34.14
09/05/201409/05/2014$0.2002.46%2.46%$32.52
06/12/201406/12/2014$0.2002.47%2.47%$32.36
03/13/201403/13/2014$0.2002.68%2.68%$29.85
12/05/201312/05/2013$0.2002.80%2.80%$28.54
09/06/201309/06/2013$0.2002.97%2.97%$26.91
06/13/201306/13/2013$0.2002.77%2.77%$28.91
03/14/201303/14/2013$0.2002.86%2.86%$27.93
12/06/201212/06/2012$0.2004.38%4.38%$18.26
09/12/201209/12/2012$0.2004.86%4.86%$16.47
06/07/201206/07/2012$0.2004.86%5.19%$15.42
03/08/201203/08/2012$0.2004.38%5.01%$15.97
12/20/201112/20/2011$0.2004.23%5.20%$15.38
09/13/201109/13/2011$0.1504.55%4.55%$13.19
06/08/201106/08/2011$0.1503.85%3.85%$15.59
03/08/201103/08/2011$0.1503.99%3.99%$15.02
12/09/201012/09/2010$0.1504.59%4.59%$13.06
09/08/201009/08/2010$0.1504.66%4.66%$12.88
06/08/201006/08/2010$0.1503.86%3.86%$15.53
03/09/201003/09/2010$0.1503.60%3.60%$16.68
12/09/200912/09/2009$0.1503.04%3.04%$19.73
09/08/200909/08/2009$0.1503.59%3.59%$16.72
06/08/200906/08/2009$0.1503.82%3.82%$15.70
03/09/200903/09/2009$0.1503.33%3.37%$17.82
12/10/200812/10/2008$0.1502.89%2.96%$20.29
09/08/200809/08/2008$0.1502.34%2.43%$24.73
06/06/200806/06/2008$0.1432.49%2.49%$22.98
03/07/200803/07/2008$0.1433.19%3.23%$17.70
12/10/200712/10/2007$0.1432.79%2.87%$19.95
09/06/200709/06/2007$0.1432.74%2.86%$19.99
06/07/200706/07/2007$0.1352.45%2.45%$22.06
03/08/200703/08/2007$0.1352.47%2.51%$21.48
12/08/200612/08/2006$0.1352.20%2.29%$23.60
09/07/200609/07/2006$0.1352.43%2.58%$20.97
06/08/200606/08/2006$0.1252.73%2.18%$22.92
03/09/200603/09/2006$0.1252.75%2.26%$22.17
12/09/200512/09/2005$0.1252.43%2.04%$24.46
09/08/200509/08/2005$0.2502.32%4.00%$25.00
06/08/200506/08/2005$0.1101.74%1.74%$25.33
03/09/200503/09/2005$0.1101.65%1.69%$26.11
12/09/200412/09/2004$0.1101.73%1.82%$24.22
09/08/200409/08/2004$0.1101.69%1.82%$24.19
06/08/200406/08/2004$0.1001.68%1.68%$23.74
03/09/200403/09/2004$0.1001.43%1.47%$27.26
12/10/200312/10/2003$0.1001.50%1.58%$25.33
09/08/200309/08/2003$0.1001.75%1.90%$21.10
06/06/200306/06/2003$0.0901.61%1.61%$22.40
03/07/200303/07/2003$0.0901.76%1.81%$19.88
12/10/200212/10/2002$0.0901.77%1.88%$19.20
09/06/200209/06/2002$0.0901.30%1.41%$25.46
06/06/200206/06/2002$0.0801.46%1.46%$21.95
03/07/200203/07/2002$0.0801.33%1.35%$23.70
12/10/200112/10/2001$0.0801.52%1.57%$20.40
09/06/200109/06/2001$0.0801.57%1.65%$19.44
06/07/200106/07/2001$0.0751.88%1.88%$15.98
03/08/200103/08/2001$0.0752.25%2.30%$13.06
12/08/200012/08/2000$0.0753.11%3.24%$9.25
09/07/200009/07/2000$0.0753.15%3.36%$8.94
06/08/200006/08/2000$0.0693.51%3.51%$7.84
03/09/200003/09/2000$0.0692.49%2.55%$10.78
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Dividend Payout Ratio

Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.

Payout Ratio

Dividend to Free Cash Flow Ratio

Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.

Dividend/FCF Ratio

Share Price

Historical closing price with range controls. Table view includes quarter-over-quarter and year-over-year changes for additional context.

HRB Price

Price to Earnings

HRB trades at a 25.4x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

HRB trades at a 4.7x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

HRB generated $1.0B in revenue.

Net Income

HRB reported $0.2B in net income. Net income has grown by 32% over the period.

Revenue vs Net Income

HRB generated $1.0B in revenue with net income of $0.2B, representing a 18.6% net profit margin.

Gross Profit

HRB achieved $0.8B in gross profit, showing revenue after direct production costs.

Operating Income

HRB generated $0.3B in operating income, representing profit from core business operations.

EBITDA

HRB generated $0.4B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

HRB generated $0.2B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

HRB generated $0.2B in free cash flow. Free cash flow has increased by 37% over the period.

Free Cash Flow / Share

HRB generates $1.44 in free cash flow per share. FCF per share has grown by 37% over the period.

Earnings Per Share (EPS)

HRB reported $1.50 in earnings per share. EPS has grown by 32% over the period.

Return on Equity (ROE)

HRB delivered a 15.5% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

HRB achieved a 9.3% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

HRB maintains a 18.6% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

HRB operates with a 82.9% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

HRB holds $0.1B in cash against $0.0B in debt, resulting in a net cash position of $0.1B.

Shares Outstanding

HRB has 0.1B shares outstanding.

Stock-Based Comp

HRB reported $0.0B in stock-based compensation. Over the period, stock-based compensation has increased by 14%.

FCF vs Stock Based Comp

HRB generated $0.2B in free cash flow while spending $0.0B on stock-based compensation, representing 14% of FCF.

FCF vs FCF / Share

HRB reported $0.2B in free cash flow, translating to $1.44 per share.

Revenue: Actual + Estimates

This chart tracks HRB revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EPS: Actual + Estimates

This chart tracks HRB eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Net Income: Actual + Estimates

This chart tracks HRB net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EBITDA: Actual + Estimates

This chart tracks HRB ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

About H&R Block, Inc.

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax preparation solutions in the United States, Canada, and Australia. The company offers tax preparation services, such as assisted income tax return preparation and related

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Disclaimer: The information on this page is for educational and entertainment purposes only and does not constitute financial advice. Do your own research and consult a qualified financial advisor before making investment decisions. Data sources include Yahoo Finance and other third-party providers and may contain errors or delays.

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