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: 4,300

Sales by Activity: H&R Block, Inc.

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Tax Services

341.4Cr 346.33Cr 347.22Cr 361.03Cr 376.1Cr

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

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

257.44Cr 263.89Cr 269.25Cr 282.94Cr 298.98Cr

Unallocated

59Cr 59Cr 54Cr 53Cr 52Cr

International

25Cr 23Cr 24Cr 25Cr 25Cr

Executive Committee: H&R Block, Inc.

Manager TitleAgeSince
Chief Executive Officer 54 01/01/2026
Director of Finance/CFO 51 13/09/2024
Chief Tech/Sci/R&D Officer - 17/12/2021
Chief Administrative Officer - -
Chief Tech/Sci/R&D Officer - 01/01/2012

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

Director TitleAgeSince
Chairman 81 22/04/2011
Director/Board Member 68 01/09/2011
Chairman 68 02/04/2025
Director/Board Member 69 03/11/2017
Director/Board Member 57 07/11/2019
Director/Board Member 50 01/04/2021
Director/Board Member 51 01/04/2021
Director/Board Member 63 20/01/2026
Director/Board Member 59 20/01/2026
Director/Board Member - 20/01/2026

Shareholders: H&R Block, Inc.

NameStocks%Valuation
Fidelity Management & Research Co. LLC
12.06 %
1,52,87,403 12.06 % 588 M $
BlackRock Advisors LLC
11.83 %
1,50,00,236 11.83 % 577 M $
Vanguard Portfolio Management LLC
5.737 %
72,72,325 5.737 % 280 M $
Vanguard Capital Management LLC
4.461 %
56,55,035 4.461 % 218 M $
Fuller & Thaler Asset Management, Inc.
3.377 %
42,80,293 3.377 % 165 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
H&R Block Management LLC

Accounting & Tax Preparation

Change 5-day change 1-year change 3-year change Capi.($)
-2.05%+2.62%-30.11%+26.11% 497.15Cr
+0.48%0.00%+5.50%+95.37% 15Cr
Average -0.78%+1.55%-12.31%+60.74% 256.25Cr
Weighted average by Cap. -1.97%+2.56%-29.05%+28.18%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
4
Last Close Price
39.22USD
Average target price
39.50USD
Spread / Average Target
+0.71%

Quarterly revenue - Rate of surprise

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