Business description: H&R Block, Inc.

H&R Block, Inc. is engaged in providing global tax preparation services, financial products, and small-business solutions. The Company provides assisted and do-it-yourself (DIY) tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes H&R Block-branded services and products. It also offers small business solutions through its Company-owned and franchise offices (including in-person, online and virtual) and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, it also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.

Number of employees: 4,600

Sales by Activity: H&R Block, Inc.

Fiscal Period: June 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD) 2026 (USD)

Tax Services

346.33Cr 347.22Cr 361.03Cr 376.1Cr 394.54Cr

Geographical breakdown of sales: H&R Block, Inc.

Fiscal Period: June 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD) 2026 (USD)

United States

263.89Cr 269.25Cr 282.94Cr 298.98Cr 313.09Cr

Unallocated

59Cr 54Cr 53Cr 52Cr 55Cr

International

23Cr 24Cr 25Cr 25Cr 27Cr

Executive Committee: H&R Block, Inc.

Manager TitleAgeSince
Chief Executive Officer 54 01/01/2026
Director of Finance/CFO 51 13/09/2024
Chief Operating Officer 50 07/08/2024
Chief Tech/Sci/R&D Officer - 07/08/2025
Chief Administrative Officer - -

Composition of the Board of Directors: H&R Block, Inc.

Director TitleAgeSince
Director/Board Member 68 01/09/2011
Chairman 68 02/04/2025
Chairman 81 22/04/2011
Director/Board Member 64 20/01/2026
Director/Board Member 69 03/11/2017
Director/Board Member 51 01/04/2021
Director/Board Member 51 01/04/2021
Director/Board Member 49 20/01/2026
Director/Board Member 57 07/11/2019
Director/Board Member 54 01/01/2026

Shareholders: H&R Block, Inc.

NameStocks%Valuation
Fidelity Management & Research Co. LLC
12.85 %
1,57,40,421 12.85 % 643 M $
BlackRock Advisors LLC
12.76 %
1,56,25,256 12.76 % 638 M $
AQR Capital Management LLC
7.851 %
96,16,406 7.851 % 393 M $
Vanguard Portfolio Management LLC
5.07 %
62,10,650 5.07 % 254 M $
Vanguard Capital Management LLC
4.664 %
57,13,146 4.664 % 233 M $

Company details: H&R Block, Inc.

H&R Block, Inc.

One H&R Block Way

64105, Kansas City

+816 854 3000

http://www.hrblock.com
address H&R Block, Inc.(HRB)

Group companies: H&R Block, Inc.

NameCategory and Sector
Other Consumer Services
H&R Block Management LLC
Real Estate Development

Accounting & Tax Preparation

Change 5-day change 1-year change 3-year change Capi.($)
+4.98%+11.93%-6.48%+12.77% 567.27Cr
+1.75%+5.17%-1.43%+50.13% 1.08TCr
+2.43%+0.58%+17.95%+154.17% 526.34Cr
+3.98%+2.83%-11.06%+0.06% 387.74Cr
+2.94%+5.36%-28.43%-13.09% 332.71Cr
-1.36%+0.90%+1,224.20%+3,666.23% 306.77Cr
+5.25%+5.81%-47.34%-51.29% 215.01Cr
+3.64%+2.31%-26.58%+6.31% 190.39Cr
+3.08%+3.30%+195.69%-0.69% 184.63Cr
-0.27%-1.07%+5.72%-34.25% 64Cr
Average +2.64%+1.04%+132.22%+379.04% 385.72Cr
Weighted average by Cap. +2.72%+1.91%+100.40%+324.30%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
MarketScreener Ratings - H&R Block, Inc.
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
5
Last Close Price
48.31USD
Average target price
51.67USD
Spread / Average Target
+6.95%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - H&R Block, Inc.
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