Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
ONE H&R BLOCK WAY, KANSAS CITY, MO
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
29 Sep 2026

H&R Block, Inc. proxy and shareholder-vote filing

H&R Block, Inc. filed materials concerning shareholder voting, governance, director elections or executive compensation.

29 Sep 2026

H&R Block, Inc. proxy and shareholder-vote filing

H&R Block, Inc. filed materials concerning shareholder voting, governance, director elections or executive compensation.

14 Aug 2026

H&R Block, Inc. reported A director or senior management change or compensation event

H&R Block, Inc. filed an 8-K covering a director or senior management change or compensation event.

14 Aug 2026

H&R Block, Inc. filed Form 10-K

H&R Block, Inc. submitted Form 10-K to the SEC for the period ending Jun 30, 2026.

12 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in H&R Block, Inc..

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$958.71M
Total assets (USD)$3.26B
Total liabilities (USD)$3.14B
Shareholders' equity (USD)$117.49M
Long-term debt (USD)$1.49B
Debt due within a year (USD)$0

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Consumer Discretionary

Company Price Market Cap
AMZN - Amazon.com, Inc. $262.37
Yahoo Finance
$2.83T
WMT - Walmart Inc. $117.80
Yahoo Finance
$934.60B
V - Visa Inc. $407.85
Yahoo Finance
$728.73B
MA - Mastercard Incorporated $620.80
Yahoo Finance
$543.83B
COST - Costco Wholesale Corporation $990.62
Yahoo Finance
$438.97B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q1 2026$2.40BUnavailable$847.90M$6.6010-Q · 6 May 2026
Q4 2025$198.87MUnavailable−$242.17MUnavailable10-Q · 5 Feb 2026
Q3 2025$203.55MUnavailable−$165.82MUnavailable10-Q · 6 Nov 2025
Q1 2025$2.28BUnavailable$722.33M$5.3110-Q · 7 May 2025
Q4 2024$179.07MUnavailable−$243.42MUnavailable10-Q · 6 Feb 2025
Q3 2024$193.81MUnavailable−$172.58MUnavailable10-Q · 7 Nov 2024

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Neutral
Target: $47.67
-1.5% upside potential
📈
Strong Buy
Unavailable
👍
Buy
1
⏸️
Hold
1
📉
Sell
1
3 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 36.00–60.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
30
Sep 2026
Darling Mark J.
Chief Retail Officer
Open-market sale
$40.69 per share
2,700 shares
SEC Form 4
31
Aug 2026
Campbell Curtis A
Director, President & CEO
Grant or award
Unavailable per share
49,129 shares
SEC Form 4
31
Aug 2026
Campbell Curtis A
Director, President & CEO
Tax withholding
$51.65 per share
2,833 shares
SEC Form 4
31
Aug 2026
Darling Mark J.
Chief Retail Officer
Grant or award
Unavailable per share
6,099 shares
SEC Form 4
31
Aug 2026
Darling Mark J.
Chief Retail Officer
Tax withholding
$51.65 per share
4,129 shares
SEC Form 4
31
Aug 2026
Manuel Scott
Chief Strategy & Operations Of
Grant or award
Unavailable per share
10,843 shares
SEC Form 4
31
Aug 2026
Manuel Scott
Chief Strategy & Operations Of
Tax withholding
$51.65 per share
3,736 shares
SEC Form 4
31
Aug 2026
Mason Tiffany L
Chief Financial Officer
Grant or award
Unavailable per share
13,553 shares
SEC Form 4
31
Aug 2026
Mason Tiffany L
Chief Financial Officer
Tax withholding
$51.65 per share
3,510 shares
SEC Form 4
31
Aug 2026
Redler Dara S
Chief Legal & Admin. Officer
Grant or award
Unavailable per share
9,826 shares
SEC Form 4

Top Shareholders

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12/31/2025
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9,616,406 shares
202.144% change
6/30/2026
Vanguard Portfolio Management Llc
6,210,650 shares
-14.599% change
6/30/2026
Vanguard Capital Management Llc
5,713,146 shares
1.028% change
6/30/2026
State Street Corp
4,157,916 shares
4.083% change
6/30/2026
Fuller & Thaler Asset Management, Inc.
3,975,923 shares
-7.111% change
6/30/2026
Lazard Asset Management Llc
3,244,474 shares
-13.736% change
6/30/2026
Geode Capital Management, Llc
3,061,311 shares
-2.415% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 19 hours ago