H&R Block, Inc. provides help and inspires confidence in its clients and communities everywhere through global tax preparation, financial products, and small business solutions. The company blends digital innovation with the human expertise and care of its associates and franchisees as it helps people get the best outcome at tax time, and better manage and access their money year-round. Through Block Advisors and Wave, the company helps small business owners thrive with innovative products like Wave Money, a small business banking and bookkeeping solution, and the only business bank account to manage bookkeeping automatically.

Company profile
Ticker
HRB
Exchange
Website
CEO
Jeffrey Jones
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Aculink Mortgage Solutions, LLC • AcuLink of Alabama, LLC • Ada Services Corporation • BFC Transactions, Inc. • Block Financial LLC • Blue Fountains International, ULC • Blue Fountains LLC • Companion Insurance, Ltd. • Companion Mortgage Corporation • Emerald Financial Services, LLC ...
IRS number
440607856
HRB stock data
Analyst ratings and price targets
Latest filings (excl ownership)
10-Q
2023 Q2
Quarterly report
7 Feb 23
8-K
H&R Block Reports Fiscal 2023 Second Quarter Results; Reaffirms Full Year Outlook
7 Feb 23
8-K
Submission of Matters to a Vote of Security Holders
7 Nov 22
10-Q
2023 FY
Quarterly report
3 Nov 22
8-K
H&R Block Reports Fiscal 2023 First Quarter Results; Reaffirms Full Year Outlook
1 Nov 22
DEFA14A
Additional proxy soliciting materials
22 Sep 22
DEF 14A
Definitive proxy
22 Sep 22
8-K
Departure of Directors or Certain Officers
18 Aug 22
8-K
Departure of Directors or Certain Officers
17 Aug 22
10-K
2022 FY
Annual report
16 Aug 22
Transcripts
HRB
Earnings call transcript
2023 Q2
7 Feb 23
HRB
Earnings call transcript
2023 Q1
1 Nov 22
HRB
Earnings call transcript
2022 Q4
9 Aug 22
HRB
Earnings call transcript
2022 Q3
11 May 22
HRB
Earnings call transcript
2022 Q2
2 Feb 22
HRB
Earnings call transcript
2022 Q1
2 Nov 21
HRB
Earnings call transcript
2021 Q4
16 Jun 21
HRB
Earnings call transcript
2021 Q3
10 Mar 21
HRB
Earnings call transcript
2021 Q1
1 Sep 20
HRB
Earnings call transcript
2020 Q4
16 Jun 20
Latest ownership filings
SC 13G/A
JUPITER ASSET MANAGEMENT LTD
10 Feb 23
SC 13G/A
VANGUARD GROUP INC
9 Feb 23
SC 13G/A
FMR LLC
9 Feb 23
SC 13G
WELLINGTON MANAGEMENT GROUP LLP
6 Feb 23
4
Dara S Redler
3 Feb 23
SC 13G/A
BlackRock Inc.
26 Jan 23
SC 13G/A
BlackRock Inc.
20 Jan 23
4
Jeffrey J Jones II
15 Dec 22
SC 13G
FMR LLC
12 Dec 22
4
Matthew E Winter
8 Nov 22
Financial summary
Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
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Net income | |||||
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Sep 22 | Jun 22 | Mar 22 | Dec 21 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 292.19 mm | 292.19 mm | 292.19 mm | 292.19 mm | 292.19 mm | 292.19 mm |
Cash burn (monthly) | 46.40 mm | 13.98 mm | 99.33 mm | (no burn) | 152.93 mm | (no burn) |
Cash used (since last report) | 137.15 mm | 41.32 mm | 293.65 mm | n/a | 452.09 mm | n/a |
Cash remaining | 155.03 mm | 250.86 mm | -1.46 mm | n/a | -159.91 mm | n/a |
Runway (months of cash) | 3.3 | 17.9 | -0.0 | n/a | -1.0 | n/a |
Institutional ownership, Q4 2022
93.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 446 |
Opened positions | 72 |
Closed positions | 76 |
Increased positions | 144 |
Reduced positions | 154 |
13F shares | Current |
---|---|
Total value | 5.05 tn |
Total shares | 142.93 mm |
Total puts | 1.65 mm |
Total calls | 1.71 mm |
Total put/call ratio | 1.0 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 20.08 mm | $733.15 bn |
FMR | 19.16 mm | $699.47 bn |
Vanguard | 16.90 mm | $617.05 bn |
Wellington Management | 8.44 mm | $308.03 bn |
STT State Street | 6.82 mm | $250.87 bn |
Charles Schwab Investment Management | 3.91 mm | $142.83 bn |
Lazard Asset Management | 3.04 mm | $111.14 mm |
NTRS Northern Trust | 2.35 mm | $85.77 bn |
Fuller & Thaler Asset Management | 2.16 mm | $78.89 bn |
Geode Capital Management | 2.14 mm | $78.10 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Feb 23 | Dara S Redler | Common Stock | Payment of exercise | Dispose F | No | No | 39.46 | 3,327 | 131.28 k | 25,287.379 |
14 Dec 22 | Jeffrey J Jones II | Common Stock | Sell | Dispose S | No | Yes | 42.07 | 66,000 | 2.78 mm | 591,977.343 |
13 Dec 22 | Jeffrey J Jones II | Common Stock | Sell | Dispose S | No | Yes | 42.1136 | 18,009 | 758.42 k | 657,977.343 |
4 Nov 22 | Sean Cohan | Common Stock | Grant | Acquire A | No | No | 0 | 4,679 | 0.00 | 15,121.895 |
4 Nov 22 | Johnson Richard A | Common Stock | Grant | Acquire A | No | No | 0 | 4,679 | 0.00 | 57,865.394 |
4 Nov 22 | Mia Mends | Common Stock | Grant | Acquire A | No | No | 0 | 4,679 | 0.00 | 15,121.895 |
News
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23 Mar 23
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17 Mar 23
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16 Mar 23
What Does H&R Block's Debt Look Like?
9 Mar 23
Goldman Sachs Maintains Sell on H&R Block, Raises Price Target to $28
8 Feb 23
Press releases
Asure Software's Comprehensive HCM Platform And Strategic Partnerships Help Small Businesses Navigate Economic Uncertainty
27 Mar 23
H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro
14 Mar 23
With the March 15 Entity Filing Deadline Approaching, Businesses Could Save Up to 50% on Entity Tax Prep with Block Advisors
9 Mar 23
Changing the Game: H&R Block Unites with Fabletics and Jambys, Plus 50 Female College Athletes for Second Year of its "A Fair Shot" Program
8 Mar 23
Asure Software (NASDAQ: ASUR) Surpasses Expectations with Record-Breaking Q4 and FY 22 Financial Results, Raises Guidance for 2023
2 Mar 23