we look at your life through tax…and find ways to help. h&r block is the world’s largest tax services provider, having prepared more than 650 million tax returns since 1955. there are approximately 12,000 company-owned and franchise retail locations in all 50 states, puerto rico and other u.s. territories, canada, australia, and india, and on u.s. military bases around the world. an h&r block branded retail office is located within five miles of most americans. in fiscal 2015, h&r block had revenues over $3.1 billion and prepared 24.2 million tax returns worldwide. serving taxpayers with more than 12,000 retail offices worldwide and digital tax solutions •h&r block employs approximately 9,000 bilingual tax professionals and client service professionals •h&r block clients prepared more than 6.9 million tax returns through our digital solutions in fy 2015 •h&r block’s digital business has been serving do-it-yourself clients for more than 15 years •in 2015, h&r block helped clie
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 • Adora Technologies Holding Aon Unlimited Company • BCB Technology Unlimited Company • BFC Transactions, Inc. • Block Financial LLC • Blue Fountains International, ULC • Blue Fountains LLC • Companion Insurance, Ltd. ...
IRS number
440607856
HRB stock data
Analyst ratings and price targets
Latest filings (excl ownership)
S-3ASR
Automatic shelf registration
15 Aug 24
10-K
2024 FY
Annual report
15 Aug 24
8-K
H&R Block Reports FY24 Results; Announces 17% Dividend Increase, & $1.5B Share Repurchase Authorization
15 Aug 24
8-K
H&R Block Names Tiffany Mason as Next Chief Financial Officer
5 Aug 24
10-Q
2024 Q3
Quarterly report
9 May 24
8-K
H&R Block Reports Fiscal 2024 Third Quarter Results; Expects to be Near the High End of FY24 Outlook
9 May 24
10-Q
2024 Q2
Quarterly report
6 Feb 24
8-K
H&R Block Reports Fiscal 2024 Second Quarter Results; Full Year Outlook Reaffirmed
6 Feb 24
8-K
H&R Block Chief Financial Officer Tony Bowen Announces Retirement
6 Feb 24
10-Q
2024 Q1
Quarterly report
7 Nov 23
Transcripts
HRB
Earnings call transcript
2024 Q4
15 Aug 24
HRB
Earnings call transcript
2024 Q3
9 May 24
HRB
Earnings call transcript
2024 Q2
6 Feb 24
HRB
Earnings call transcript
2024 Q1
7 Nov 23
HRB
Earnings call transcript
2023 Q4
15 Aug 23
HRB
Earnings call transcript
2023 Q4
15 Aug 23
HRB
Earnings call transcript
2023 Q3
9 May 23
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
Latest ownership filings
Financial summary
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Institutional ownership, Q2 2024
90.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 490 |
Opened positions | 82 |
Closed positions | 62 |
Increased positions | 160 |
Reduced positions | 155 |
13F shares | Current |
---|---|
Total value | 6.38 tn |
Total shares | 126.10 mm |
Total puts | 733.20 k |
Total calls | 466.00 k |
Total put/call ratio | 1.6 |
Largest owners | Shares | Value |
---|---|---|
FMR | 20.93 mm | $1.13 tn |
BLK BlackRock | 16.30 mm | $883.90 bn |
Vanguard | 14.70 mm | $797.33 bn |
STT State Street | 4.71 mm | $256.81 bn |
Charles Schwab Investment Management | 4.68 mm | $253.88 bn |
Fuller & Thaler Asset Management | 3.54 mm | $191.87 bn |
Wellington Management | 3.37 mm | $182.60 bn |
Boston Partners | 3.25 mm | $176.44 bn |
Pacer Advisors | 2.74 mm | $148.49 bn |
Geode Capital Management | 2.68 mm | $145.38 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
3 Sep 24 | Jeffrey J Jones II | Common Stock | Sell | Dispose S | No | Yes | 63.07 | 9,722 | 613.17 k | 893,169.227 |
31 Aug 24 | Scott Manuel | Common Stock | Grant | Acquire A | No | No | 0 | 1,580 | 0.00 | 8,824 |
31 Aug 24 | Scott Manuel | Common Stock | Grant | Acquire A | No | No | 0 | 7,187 | 0.00 | 7,244 |
31 Aug 24 | Jeffrey J Jones II | Common Stock | Payment of exercise | Dispose F | No | No | 63.31 | 175,304 | 11.10 mm | 902,891.227 |
31 Aug 24 | Jeffrey J Jones II | Common Stock | Grant | Acquire A | No | No | 0 | 45,886 | 0.00 | 1,078,195.227 |
31 Aug 24 | Dara S Redler | Common Stock | Payment of exercise | Dispose F | No | No | 63.31 | 2,579 | 163.28 k | 26,122.26 |
31 Aug 24 | Dara S Redler | Common Stock | Grant | Acquire A | No | No | 0 | 6,635 | 0.00 | 28,701.26 |
31 Aug 24 | Logerwell Kellie J | Common Stock | Payment of exercise | Dispose F | No | No | 63.31 | 8,193 | 518.70 k | 26,474.346 |
31 Aug 24 | Logerwell Kellie J | Common Stock | Grant | Acquire A | No | No | 0 | 1,604 | 0.00 | 34,667.346 |
31 Aug 24 | Campbell Curtis A | Common Stock | Grant | Acquire A | No | No | 0 | 8,293 | 0.00 | 15,270 |
News
4 Stocks That Stand Out on Attractive Interest Coverage Ratio
6 Sep 24
$1000 Invested In H&R Block 5 Years Ago Would Be Worth This Much Today
29 Aug 24
Here's Why H&R Block Stock is a Great Pick Right Now
23 Aug 24
How Is The Market Feeling About H&R Block?
23 Aug 24
Nvidia Rebounds To Help S&P 500 Post Its Best Week In 2024, But Greed Index Remains In 'Fear' Zone
19 Aug 24
Press releases
H&R Block to Participate in the Barclays Global Financial Services Conference
3 Sep 24
H&R Block Names Andy Phillips as New Vice President of The Tax Institute
3 Sep 24
H&R Block Reports FY24 Results; Announces 17% Dividend Increase, & $1.5B Share Repurchase Authorization
15 Aug 24
H&R Block Announces Scott Manuel as Chief Strategy & Operations Officer
7 Aug 24
H&R Block Names Tiffany Mason as Next Chief Financial Officer
5 Aug 24