Stock Fundamentals

Company Information

Company Name
H&R Block Inc
Sector
Consumer Cyclical
Industry
Personal Services
Exchange
NYSE
ISIN: US0936711052
CIK: 0000012659
CUSIP: 093671105
Currency: USD
Full Time Employees: 4,300
Phone: 816 854 3000
Fiscal Year End: June
IPO Date: Nov 12, 1986
Description:

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Address:

One H&R Block Way, Kansas City, MO, United States, 64105

Directors & Officers

Name Title Year Born
Mr. Curtis A. Campbell CEO, President & Director 1974
Ms. Tiffany L. Mason CPA Chief Financial Officer 1975
Mr. Scott R. Manuel Chief Strategy & Operations Officer 1976
Ms. Dara S. Redler J.D. Chief Legal & Administrative Officer NA
Mr. Jeffrey J. Jones II Strategic Advisor 1968
Ms. April M. Wasleski Principal Accounting Officer, VP & Chief Accounting Officer 1977
Mr. Jason Lenhart Senior VP & CTO NA
Mr. Alan Lowden Chief Information Officer NA
Ms. Michaella Gallina Vice President of Investor Relations NA
Ms. Alicia Chrapaty Chief Marketing Officer NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 16.27M Sep 30, 2025 12.83% $0.01 0.87%
FMR Inc 14.57M Dec 31, 2025 11.49% $0.03 1.28%
Vanguard Group Inc 13.31M Dec 31, 2025 10.50% $0.01 -2.53%
State Street Corp 4.16M Sep 30, 2025 3.28% $0.01 -1.43%
Fuller & Thaler Asset Management Inc 4.09M Sep 30, 2025 3.23% $0.70 -7.64%
Boston Partners Global Investors, Inc 3.89M Sep 30, 2025 3.07% $0.20 20.18%
Lazard Asset Management LLC 3.21M Sep 30, 2025 2.53% $0.22 0.84%
Geode Capital Management, LLC 2.96M Sep 30, 2025 2.34% $0.01 3.99%
Northern Trust Corp 2.75M Sep 30, 2025 2.17% $0.02 10.87%
AQR Capital Management LLC 2.59M Sep 30, 2025 2.05% $0.08 60.35%
Dimensional Fund Advisors, Inc. 2.52M Dec 31, 2025 1.99% $0.02 8.78%
Franklin Resources Inc 2.44M Sep 30, 2025 1.92% $0.00 1,858.29%
Morgan Stanley - Brokerage Accounts 1.83M Sep 30, 2025 1.44% $0.01 -10.99%
Arrowstreet Capital Limited Partnership 1.79M Dec 31, 2025 1.42% $0.05 -9.84%
Wellington Management Company LLP 1.70M Dec 31, 2025 1.34% $0.01 -26.31%
Royal Bank of Canada 1.60M Sep 30, 2025 1.26% $0.01 -46.93%
NORGES BANK 1.59M Dec 31, 2025 1.26% $0.01 -10.59%
Charles Schwab Investment Management Inc 1.58M Dec 31, 2025 1.24% $0.01 -3.60%
LSV Asset Management 1.53M Dec 31, 2025 1.21% $0.15 3.78%
Bank of New York Mellon Corp 1.43M Sep 30, 2025 1.13% $0.01 -12.23%

Shares Statistics

Shares Outstanding: 126.76M
Shares Float: 125.66M
% Insiders: 140.80%
% Institutions: 9,557.30%
Short % Float: 16.78%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 16.27M 12.83% ▲ 0.87% Sep 30, 2025
2 FMR Inc 14.57M 11.49% ▲ 1.28% Dec 31, 2025
3 Vanguard Group Inc 13.31M 10.50% ▼ 2.53% Dec 31, 2025
4 State Street Corp 4.16M 3.28% ▼ 1.43% Sep 30, 2025
5 Fuller & Thaler Asset Management Inc 4.09M 3.23% ▼ 7.64% Sep 30, 2025
6 Boston Partners Global Investors, Inc 3.89M 3.07% ▲ 20.18% Sep 30, 2025
7 Lazard Asset Management LLC 3.21M 2.53% ▲ 0.84% Sep 30, 2025
8 Geode Capital Management, LLC 2.96M 2.34% ▲ 3.99% Sep 30, 2025
9 Northern Trust Corp 2.75M 2.17% ▲ 10.87% Sep 30, 2025
10 AQR Capital Management LLC 2.59M 2.05% ▲ 60.35% Sep 30, 2025

Valuation Metrics

Enterprise Value: $6.47B
Trailing P/E: 7.15
Forward P/E: 5.71

Financial Highlights

Market Cap: $3.88B
EBITDA: $961.41M
P/E Ratio: $7.15
PEG Ratio: $0.46
Book Value: $-6.49
Dividend/Share: $1.59
Dividend Yield: 5.05%
Earnings/Share: $4.28
Profit Margin: 16.19%
Operating Margin: -150.29%
ROA (TTM): 18.69%
ROE (TTM): 67.91%
Revenue (TTM): $3.79B
Revenue/Share (TTM): $28.84
Earnings Growth (YOY): 21.60%
Revenue Growth (YOY): 11.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 0.90x 19.15x 0.97x 10.60x 1.74x
2024-06-30 1.27x 18.73x 0.97x 10.18x 1.76x
2023-06-30 1.26x 52.84x 0.99x 10.26x 1.85x
2022-06-30 1.39x 8.00x 0.94x 8.44x 1.90x
2021-06-30 1.46x 6.21x 0.90x 6.97x 2.46x
2020-06-30 1.96x 51.95x 0.99x 1.91x 14.07x
2019-06-30 2.16x 0.00x 0.84x 7.07x 0.00x
2018-06-30 2.27x 0.01x 0.93x 8.41x 0.00x
2017-06-30 1.43x -0.02x 1.02x 7.70x 0.00x
2016-06-30 1.17x 0.04x 0.99x 9.18x 0.00x
2015-06-30 1.57x 0.00x 0.59x 17.56x 0.00x
2014-06-30 1.35x 0.26x 0.67x -13.81x 0.43x
2013-06-30 1.22x 0.03x 0.72x 26.91x 0.05x
2012-06-30 0.99x 0.48x 0.71x 7.23x 0.82x
2011-06-30 1.12x 0.02x 0.72x 4.29x 0.04x
2010-06-30 1.14x 0.04x 0.72x 86.09x 0.06x
2009-06-30 1.07x 0.02x 0.74x 31.80x 0.04x
2008-06-30 0.84x 0.18x 0.82x 1.00x 0.22x
2007-06-30 0.67x 1.19x 0.82x 0.82x 2.07x
2006-06-30 0.96x 0.30x 0.64x 134.09x 0.93x
2005-06-30 1.39x 0.01x 0.65x 83.79x 0.04x
2004-06-30 1.19x 0.15x 0.63x 5.70x 0.19x
2003-06-30 1.45x 0.03x 0.64x 7.93x 0.05x
2002-06-30 1.19x 0.04x 0.68x 3.63x 0.07x
2001-06-30 1.14x 0.04x 0.72x 2.20x 0.08x
2000-06-30 1.10x 0.29x 0.79x 1.48x 0.64x
1999-06-30 1.96x 0.07x 0.44x 1.97x 0.17x
1998-06-30 1.68x 0.48x 0.54x 0.70x 1.96x
1997-06-30 1.78x 0.27x 0.41x 1.13x 1.08x
1996-06-30 3.72x 0.07x 0.27x 0.97x 0.23x
1995-06-30 1.77x 0.07x 0.36x 3.79x 0.22x
1994-06-30 2.08x 0.00x 0.34x 0.59x 0.00x
1993-06-30 1.79x 0.06x 0.35x 0.53x 0.18x
1992-06-30 1.73x 0.17x 0.36x 0.42x 0.62x
1991-06-30 1.48x 0.40x 0.45x 0.37x 1.77x
1990-06-30 1.56x 0.48x 0.47x N/A 2.09x
1989-06-30 1.67x 0.46x 0.46x 0.30x 2.37x
1988-06-30 1.54x 0.41x 0.45x 1.78x 0.70x
1987-06-30 1.59x 0.35x 0.44x 1.90x 0.62x
1986-06-30 1.58x 0.19x 0.39x 1.95x 0.33x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 19, 2025 Jeffrey J Jones II N/A Sale 128.82K $44.54 $5.74M
Nov 12, 2025 Jeffrey J Jones II N/A Sale 176.45K $46.46 $8.20M
Sep 23, 2025 Val T. Hoyle N/A Sale N/A $49.80 N/A
Apr 16, 2025 Jeffrey J Jones II N/A Sale 53.81K $63.28 $3.41M

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