Hr Block Stock Alpha and Beta Analysis
| HRB Stock | USD 43.43 0.05 0.11% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as HR Block. It also helps investors analyze the systematic and unsystematic risks associated with investing in HR Block over a specified time horizon. Remember, high HR Block's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to HR Block's market risk premium analysis include:
Beta 0.0175 | Alpha (0.25) | Risk 1.65 | Sharpe Ratio (0.14) | Expected Return (0.23) |
HR Block Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out HR Block Backtesting, HR Block Valuation, HR Block Correlation, HR Block Hype Analysis, HR Block Volatility, HR Block History and analyze HR Block Performance. HR Block Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. HR Block market risk premium is the additional return an investor will receive from holding HR Block long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in HR Block. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate HR Block's performance over market.| α | -0.25 | β | 0.02 |
HR Block expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of HR Block's Buy-and-hold return. Our buy-and-hold chart shows how HR Block performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.HR Block Market Price Analysis
Market price analysis indicators help investors to evaluate how HR Block stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading HR Block shares will generate the highest return on investment. By understating and applying HR Block stock market price indicators, traders can identify HR Block position entry and exit signals to maximize returns.
| Price Series Summation | ||
| Price Series Division | ||
| Inverse Tangent Over Price Movement | ||
| Price Ceiling Movement | ||
| Aroon Oscillator | ||
| Balance Of Power | ||
| Parabolic SAR | ||
| MidPoint over period | ||
| Hanging Man | ||
| Long Line Candle |
HR Block Return and Market Media
The median price of HR Block for the period between Fri, Oct 10, 2025 and Thu, Jan 8, 2026 is 43.95 with a coefficient of variation of 8.3. The daily time series for the period is distributed with a sample standard deviation of 3.83, arithmetic mean of 46.1, and mean deviation of 3.59. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | HR Block Expected to Announce Quarterly Earnings on Thursday | 10/30/2025 |
2 | Acquisition by April Wasleski of 3293 shares of HR Block subject to Rule 16b-3 | 10/31/2025 |
3 | Is HR Blocks Revenue Growth and Narrowed Loss Reshaping Its Investment Case | 11/07/2025 |
4 | Disposition of 145087 shares by Jeffrey Jones of HR Block at 29.73 subject to Rule 16b-3 | 11/12/2025 |
5 | HR Block, Inc. HRB Shares Sold by Ontario Teachers Pension Plan Board | 11/17/2025 |
6 | HR Block Loses 15.3 percent in 4 Weeks, Heres Why a Trend Reversal May be Around the Corner | 12/01/2025 |
7 | HR Block Assessing Valuation After a Recent Pullback in the Share Price | 12/05/2025 |
8 | Is HR Blocks Recent 21 percent Slide Creating a Long Term Opportunity for Investors | 12/11/2025 |
9 | Levi Strauss Co. Appoints Jeffrey J. Jones II to Board of Directors | 12/16/2025 |
10 | Elizabeth Warren Says Making A Math Mistake Shouldnt Cost A Fortune, As Senator Touts Her New Law That Helps Push Back If IRS Gets It Wrong | 12/19/2025 |
11 | Voya Investment Management LLC Has 15.22 Million Holdings in HR Block, Inc. HRB - MarketBeat | 12/23/2025 |
12 | Insider Trading | 12/31/2025 |
13 | Disposition of 44975 shares by Jeffrey Jones of HR Block at 54.5458 subject to Rule 16b-3 | 01/02/2026 |
| HR Block dividend paid on 6th of January 2026 | 01/06/2026 |
14 | Are Investors Undervaluing HR Block, Inc. By 43 | 01/07/2026 |
About HR Block Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including HRB or other stocks. Alpha measures the amount that position in HR Block has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.0231 | 0.0268 | 0.0242 | 0.0237 | Price To Sales Ratio | 2.15 | 1.95 | 2.25 | 2.48 |
HR Block Upcoming Company Events
As portrayed in its financial statements, the presentation of HR Block's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, HR Block's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of HR Block's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of HR Block. Please utilize our Beneish M Score to check the likelihood of HR Block's management manipulating its earnings.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of August 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of June 2023 Last Financial Announcement | View |
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Check out HR Block Backtesting, HR Block Valuation, HR Block Correlation, HR Block Hype Analysis, HR Block Volatility, HR Block History and analyze HR Block Performance. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
HR Block technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.