Consumer Discretionary · Services-Personal Services · NYSE · CIK 12659 · FYE Jun 30 · Prices AT CLOSE 2026-07-30 (USD)
Last $44.29 · Day −6.13% · Mkt cap $5.6B · P/E (FY) 10.1× · 1Y −16.6% · Off 52W high −20.8% · Vol (1Y) 43.8%
Price2023-07-31 → 2026-07-30
HRB close: $33.6 on 2023-07-31 to $44.3 on 2026-07-30.
Split-adj closes · 240 of 5,288 · price rtnⓘ
At a glance
| Fair value (model)$81.98 |
| Implied upside+85.1% |
| Valuation confidenceLOW |
| Price impliesUNDEMANDING · −3.9% growth |
| Short interest14.0% of sh out |
| Days to cover9.0d |
| 13F net flow (QoQ)+5.71% |
| Top-10 13F concentration54.6% |
| Next report (est.)2026-08-05 |
Snapshot · SI 2026-07-15 · 13F 2026-Q1ⓘ
Trailing returns
| YTD+3.0% |
| 1Y−16.6% |
| 3Y+43.5% |
| 5Y+110.9% |
| 10Y+170.5% |
| Since incept. (ann.)+5.5% |
Total return · from 2005-07-11ⓘ
Risk
| Ann. volatility (1Y)43.8% |
| Ann. volatility (3Y)33.8% |
| Sharpe (1Y)−0.23 |
| Sharpe (3Y)0.53 |
| Max drawdown (1Y)−47.9% |
| Max drawdown (3Y)−55.5% |
| Beta (3Y vs SPY)0.33 |
Daily returns, ann.
Top institutional holders13F 2026-Q1
| Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 15.5M | $493M | 12.26% | −1.8% |
| FMR LLC | 15.3M | $485M | 12.06% | +4.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $231M | 5.74% | new |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $179M | 4.46% | new |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | $136M | 3.38% | −50.1% |
| STATE STREET CORP | 4.0M | $128M | 3.15% | +0.2% |
| LAZARD ASSET MANAGEMENT LLC | 3.8M | $119M | 2.97% | +50.9% |
| CITADEL ADVISORS LLC | 3.2M | $101M | 2.51% | +99.1% |
Δ vs 2025-Q4ⓘ
Latest reported quarterslast report 2026-05-06
| Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-03-31 | 2026-05-06 | $6.60 | +24.3% | $2.40B | +5.3% |
| 2025-12-31 | 2026-02-03 | — | — | $198.9M | +11.1% |
| 2025-09-30 | 2025-11-06 | — | — | $203.6M | +5.0% |
| 2025-06-30 | 2025-08-12 | — | — | $1.11B | +4.6% |
As-reported XBRL · next 2026-08-05 est.ⓘ
Segment mixFY2025 (ended Jun 2025)
Reportable 100%
business · TAGGED revenueⓘ
Basis & disclosures
- EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- Implied upside is a rank, not a price target · the model runs bearish across the whole universe, so read it against other names, not against zero
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
