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

3.41B 3.46B 3.47B 3.61B 3.76B

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

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

United States

2.57B 2.64B 2.69B 2.83B 2.99B

Unallocated

590M 593M 545M 534M 524M

International

250M 231M 235M 247M 247M

Executive Committee: H&R Block, Inc.

Manager TitleAgeSince
Chief Executive Officer 54 2025-12-31
Director of Finance/CFO 51 2024-09-12
Chief Tech/Sci/R&D Officer - 2021-12-16
Chief Administrative Officer - -
Chief Tech/Sci/R&D Officer - 2011-12-31

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

Director TitleAgeSince
Chairman 81 2011-04-21
Director/Board Member 68 2011-08-31
Chairman 68 2025-04-01
Director/Board Member 69 2017-11-02
Director/Board Member 57 2019-11-06
Director/Board Member 50 2021-03-31
Director/Board Member 51 2021-03-31
Director/Board Member 63 2026-01-19
Director/Board Member 59 2026-01-19
Director/Board Member - 2026-01-19

Shareholders: H&R Block, Inc.

NameStocks%Valuation
Fidelity Management & Research Co. LLC
12.06 %
15,287,403 12.06 % 588 M $
BlackRock Advisors LLC
11.83 %
15,000,236 11.83 % 577 M $
Vanguard Portfolio Management LLC
5.737 %
7,272,325 5.737 % 280 M $
Vanguard Capital Management LLC
4.461 %
5,655,035 4.461 % 218 M $
Fuller & Thaler Asset Management, Inc.
3.377 %
4,280,293 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.($)
+1.76%-4.12%-34.54%+13.70% 4.63B
+2.94%+1.94%+19.32%+94.44% 156M
Average +2.35%-1.14%-7.61%+54.07% 2.39B
Weighted average by Cap. +1.80%-4.02%-32.79%+16.33%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
4
Last Close Price
36.52USD
Average target price
39.50USD
Spread / Average Target
+8.16%

Quarterly revenue - Rate of surprise

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