H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| HRB | H&R BLOCK INC | 2026-08-31 09:58:09 | 52.58 | 0.12 | 0.23 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HRB | 0000012659 | H&R BLOCK INC | US0936711052 | 549300CE3KUCWLZBG404 | 440607856 | NYSE | 7200 | Services-Personal Services | 0630 | MO | ONE H&R BLOCK WAY | KANSAS CITY | MO | 64105 | UNITED STATES | US | 8168543000 | ONE H&R BLOCK WAY, KANSAS CITY, MO, 64105 | ONE H&R BLOCK WAY, KANSAS CITY, MO, 64105 | — | — | 1955-01-25 | Curtis Campbell | 4,200 | http://hrblock.com | 5,481,026,737 | 153,831,735 | 123,265,922 | H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch. | 2026-08-27 19:10:23 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2026 | 5,481,026,737 | -1,547,784,831 | -22.0206 | 123,265,922 | -10,681,522 | -7.9744 |
| 2025 | 7,028,811,568 | 270,575,121 | 4.0036 | 133,947,444 | -5,646,565 | -4.045 |
| 2024 | 6,758,236,447 | 1,261,966,736 | 22.9604 | 139,594,009 | -7,402,405 | -5.0358 |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Tiffany L. Mason | Chief Financial Officer | 2025 | 560,934 | 0 | 1,300,075 | 481,295 | 20,939 | 2,363,243 |
| Tony G. Bowen | Chief Financial Officer | 2025 | 148,316 | 0 | 0 | 0 | 1,632 | 149,948 |
| Jeffrey J. Jones | President, CEO | 2025 | 997,734 | 0 | 8,300,085 | 1,435,446 | 236,072 | 10,969,337 |
| Curtis A. Campbell | President, Chief Product Officer | 2025 | 626,717 | 0 | 1,500,049 | 540,997 | 79,830 | 2,747,593 |
| Dara S. Redler | Chief Legal Officer | 2024 | 522,857 | 0 | 1,050,070 | 534,091 | 18,765 | 2,125,783 |
| Fiscal Year | Employee Count |
|---|---|
| 2020 | 3,500 |
| 2019 | 3,100 |
| 2018 | 2,700 |
| Fiscal Year | 2026 | 2025 | 2024 |
|---|---|---|---|
| Revenue | 3,945,392,000 | 3,760,995,000 | 3,610,347,000 |
| Cost Of Revenue | 2,196,407,000 | 2,086,111,000 | 1,991,566,000 |
| Gross Profit | 1,748,985,000 | 1,674,884,000 | 1,618,781,000 |
| Research And Development Expenses | — | — | — |
| General And Administrative Expenses | 841,299,000 | 846,914,000 | 813,504,000 |
| Operating Expenses | 3,037,706,000 | 2,933,025,000 | 2,805,070,000 |
| Operating Income | 853,888,000 | 781,403,000 | 762,322,000 |
| Net Income | 733,596,000 | 605,773,000 | 595,317,000 |
| Earnings Per Share Basic | 5.72 | 4.45 | 4.18 |
| Earnings Per Share Diluted | 5.66 | 4.39 | 4.12 |
| Weighted Average Shares Outstanding Basic | 127,644,000 | 135,629,000 | 141,932,000 |
| Weighted Average Shares Outstanding Diluted | 128,866,000 | 137,340,000 | 143,890,000 |
| Fiscal Year | 2026 | 2025 | 2024 |
|---|---|---|---|
| Cash And Cash Equivalents | 958,706,000 | 983,277,000 | 1,053,326,000 |
| Marketable Securities Current | — | — | — |
| Accounts Receivable | 58,248,000 | 63,621,000 | 69,075,000 |
| Inventories | — | — | — |
| Non Trade Receivables | — | — | — |
| Other Assets Current | 89,408,000 | 95,788,000 | 95,208,000 |
| Total Assets Current | 1,125,557,000 | 1,162,548,000 | 1,239,476,000 |
| Marketable Securities Non Current | — | — | — |
| Property Plant And Equipment | 141,456,000 | 135,068,000 | 131,319,000 |
| Other Assets Non Current | 72,423,000 | 65,911,000 | 65,043,000 |
| Total Assets Non Current | 2,130,794,000 | 2,101,350,000 | 1,979,334,000 |
| Total Assets | 3,256,351,000 | 3,263,898,000 | 3,218,810,000 |
| Accounts Payable | 156,330,000 | 144,046,000 | 155,830,000 |
| Deferred Revenue | — | — | — |
| Short Term Debt | 0 | 349,893,000 | 0 |
| Other Liabilities Current | 220,273,000 | 191,849,000 | 191,050,000 |
| Total Liabilities Current | 993,425,000 | 1,298,610,000 | 977,328,000 |
| Long Term Debt | 1,491,493,000 | 1,493,198,000 | 1,491,095,000 |
| Other Liabilities Non Current | 108,185,000 | 104,106,000 | 103,357,000 |
| Total Liabilities Non Current | 2,145,438,000 | 1,876,392,000 | 2,150,888,000 |
| Total Liabilities | 3,138,863,000 | 3,175,002,000 | 3,128,216,000 |
| Common Stock | 1,538,000 | 1,644,000 | 1,709,000 |
| Retained Earnings | 30,782,000 | 12,061,000 | 12,654,000 |
| Accumulated Other Comprehensive Income | -64,088,000 | -47,755,000 | -48,845,000 |
| Total Shareholders Equity | 117,488,000 | 88,896,000 | 90,594,000 |
| Fiscal Year | 2026 | 2025 | 2024 |
|---|---|---|---|
| Depreciation And Amortization | 122,440,000 | 116,827,000 | 121,784,000 |
| Share Based Compensation Expense | 30,478,000 | 32,503,000 | 34,277,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 69,094,000 | 62,247,000 | 108,394,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | 5,324,000 | -3,183,000 | 7,287,000 |
| Change In Accounts Payable | 13,565,000 | -23,009,000 | -4,662,000 |
| Change In Other Liabilities | — | — | — |
| Cash From Operating Activities | 838,695,000 | 680,883,000 | 720,860,000 |
| Purchases Of Marketable Securities | — | — | — |
| Sales Of Marketable Securities | — | — | — |
| Acquisition Of Property Plant And Equipment | 82,614,000 | 82,034,000 | 63,678,000 |
| Acquisition Of Business | 57,639,000 | 35,518,000 | 43,358,000 |
| Other Investing Activities | -5,800,000 | -10,098,000 | -7,143,000 |
| Cash From Investing Activities | -124,809,000 | -105,373,000 | -93,858,000 |
| Tax Withholding For Share Based Compensation | — | — | — |
| Payments Of Dividends | 213,424,000 | 202,885,000 | 181,475,000 |
| Issuance Of Common Stock | 12,256,000 | 4,325,000 | 8,770,000 |
| Repurchase Of Common Stock | — | — | 353,620,000 |
| Issuance Of Long Term Debt | 2,375,000,000 | 1,950,000,000 | 1,025,000,000 |
| Repayment Of Long Term Debt | 350,000,000 | — | 0 |
| Other Financing Activities | -7,290,000 | -12,980,000 | -4,967,000 |
| Cash From Financing Activities | -734,220,000 | -647,443,000 | -564,311,000 |
| Change In Cash | -25,238,000 | -72,054,000 | 59,877,000 |
| Cash At End Of Period | 958,706,000 | 983,277,000 | 1,053,326,000 |
| Income Taxes Paid | 202,134,000 | 226,820,000 | 131,173,000 |
| Interest Paid | 76,728,000 | 74,639,000 | 75,694,000 |
| Fiscal Year | 2026 | 2025 | 2024 |
|---|---|---|---|
| Earnings Per Share | 5.72 | 4.45 | 4.18 |
| Price To Earnings Ratio | 6.6573 | 12.3348 | 13.0933 |
| Earnings Growth Rate | 28.5393 | 6.4593 | 16.7598 |
| Price Earnings To Growth Ratio | 0.2333 | 1.9096 | 0.7812 |
| Book Value Per Share | 0.9204 | 0.6554 | 0.6383 |
| Price To Book Ratio | 41.3717 | 83.7459 | 85.7445 |
| Ebitda | 1,138,781,000 | 1,027,533,000 | 927,354,000 |
| Enterprise Value | 5,393,470,520 | 8,304,489,810 | 8,205,707,360 |
| Dividend Yield | 0.0439 | 0.0273 | 0.0234 |
| Dividend Payout Ratio | 0.2909 | 0.3349 | 0.3048 |
| Debt To Equity Ratio | 12.6949 | 20.7331 | 16.4591 |
| Capital Expenditures | 128,828,000 | 120,576,000 | 123,088,000 |
| Free Cash Flow | 709,867,000 | 560,307,000 | 597,772,000 |
| Return On Equity | 6.244 | 6.8144 | 6.5713 |
| One Year Beta | -0.1848 | 0.3151 | 0.6208 |
| Three Year Beta | 0.2571 | 0.5378 | 0.6982 |
| Five Year Beta | 0.4935 | 0.5751 | 0.931 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Darling Mark J. | Chief Retail Officer | 2026-08-12 | 4,429 | A | 22,318 |
| Redler Dara S | Chief Legal & Admin. Officer | 2026-08-12 | 17,271 | A | 60,628 |
| Campbell Curtis A | Director, President & CEO | 2026-07-08 | 11 | D | 42,987 |
| Campbell Curtis A | Director, President & CEO | 2026-06-03 | 1,016 | D | 42,558 |
| Breig Geralyn | Director | 2026-01-22 | 3,727 | A | 3,727 |
| Name Of Reporting Person | Report Date | State | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Valerie Hoyle | 2025-10-10 | OR04 | Sale | 2025-09-23 | Spouse | $1,001 - $15,000 |
| Valerie Hoyle | 2025-09-12 | OR04 | Purchase | 2024-10-29 | Spouse | $1,001 - $15,000 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| Cornerstone Financial Management LLC | 2026-06-30 | 2,780 | 73 | 38.0822 |
| Corient Private Wealth LLC | 2026-06-30 | 7,788,645 | 204,524 | 38.0818 |
| Principia Wealth Advisory, LLC | 2026-06-30 | 1,295 | 34 | 38.0882 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 2026-06-30 | 2,520,896 | 66,200 | 38.08 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-06-30 | 5,592,886 | 146,872 | 38.08 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| PIMCO Equity Series | 2026-06-30 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | MFUS | 2,312 | 88,040.96 | 0.0304 |
| Advisers Investment Trust | 2026-06-30 | State Farm Balanced Fund | STFBX | 55,800 | 2,124,864 | 0.0758 |
| Advisers Investment Trust | 2026-06-30 | State Farm Growth Fund | STFGX | 263,200 | 10,022,656 | 0.1009 |
| VANGUARD VALLEY FORGE FUNDS | 2026-06-30 | INSTITUTIONAL SHARES | VBAIX | 68,733 | 2,617,352.64 | 0.0041 |
| VANGUARD VALLEY FORGE FUNDS | 2026-06-30 | ADMIRAL SHARES | VBIAX | 68,733 | 2,617,352.64 | 0.0041 |