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H & R Block Inc

HRB
42.120USD
+0.400+0.96%
Close 11/28, 13:00ETQuotes delayed by 15 min
5.32BMarket Cap
8.77P/E TTM

H & R Block Inc

42.120
+0.400+0.96%

More Details of H & R Block Inc Company

H&R Block, Inc. is engaged in providing 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, the Company also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.

H & R Block Inc Info

Ticker SymbolHRB
Company nameH & R Block Inc
IPO dateOct 13, 1969
CEOMr. Curtis Campbell
Number of employees4300
Security typeOrdinary Share
Fiscal year-endOct 13
AddressOne H&R Block Way
CityKANSAS CITY
Stock exchangeNYSE Consolidated
CountryUnited States of America
Postal code64105-1905
Phone18168543000
Websitehttps://www.hrblock.com/
Ticker SymbolHRB
IPO dateOct 13, 1969
CEOMr. Curtis Campbell

Company Executives of H & R Block Inc

Name
Name/Position
Position
Shareholding
Change
Ms. Victoria J. Reich
Ms. Victoria J. Reich
Independent Director
Independent Director
119.93K
+3.39%
Mr. Richard A. (Dick) Johnson
Mr. Richard A. (Dick) Johnson
Independent Chairman of the Board
Independent Chairman of the Board
90.70K
+12.68%
Mr. Matthew Evan (Matt) Winter
Mr. Matthew Evan (Matt) Winter
Independent Director
Independent Director
58.63K
+7.18%
Ms. Anuradha (Anu) Gupta
Ms. Anuradha (Anu) Gupta
Independent Director
Independent Director
42.96K
+10.06%
Mr. Phillip Miller
Mr. Phillip Miller
Vice President, Chief Information Security Officer
Vice President, Chief Information Security Officer
--
--
Mr. Jeffrey J. Jones, II
Mr. Jeffrey J. Jones, II
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--
Mr. Curtis Campbell
Mr. Curtis Campbell
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--
Ms. Mia F. Mends
Ms. Mia F. Mends
Independent Director
Independent Director
--
--
Mr. Sean H. Cohan
Mr. Sean H. Cohan
Independent Director
Independent Director
--
--
Mr. George Agurkis
Mr. George Agurkis
Vice President - Government Relations
Vice President - Government Relations
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Ms. Victoria J. Reich
Ms. Victoria J. Reich
Independent Director
Independent Director
119.93K
+3.39%
Mr. Richard A. (Dick) Johnson
Mr. Richard A. (Dick) Johnson
Independent Chairman of the Board
Independent Chairman of the Board
90.70K
+12.68%
Mr. Matthew Evan (Matt) Winter
Mr. Matthew Evan (Matt) Winter
Independent Director
Independent Director
58.63K
+7.18%
Ms. Anuradha (Anu) Gupta
Ms. Anuradha (Anu) Gupta
Independent Director
Independent Director
42.96K
+10.06%
Mr. Phillip Miller
Mr. Phillip Miller
Vice President, Chief Information Security Officer
Vice President, Chief Information Security Officer
--
--
Mr. Jeffrey J. Jones, II
Mr. Jeffrey J. Jones, II
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025
FY2025Q4
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2021
FY2020
By BusinessUSD
Name
Revenue
Proportion
U.S. assisted tax preparation
2.41B
64.16%
U.S. DIY tax preparation
383.74M
10.20%
International
246.99M
6.57%
U.S. royalties
192.88M
5.13%
Refund Transfers
137.53M
3.66%
Other
386.63M
10.28%
By RegionUSD
Name
Revenue
Proportion
Domestic
3.51B
93.43%
International
246.99M
6.57%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
U.S. assisted tax preparation
2.41B
64.16%
U.S. DIY tax preparation
383.74M
10.20%
International
246.99M
6.57%
U.S. royalties
192.88M
5.13%
Refund Transfers
137.53M
3.66%
Other
386.63M
10.28%

Shareholding Stats

Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.61%
The Vanguard Group, Inc.
10.77%
Fidelity Management & Research Company LLC
8.91%
State Street Investment Management (US)
3.29%
Fuller & Thaler Asset Management Inc.
3.24%
Other
62.18%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.61%
The Vanguard Group, Inc.
10.77%
Fidelity Management & Research Company LLC
8.91%
State Street Investment Management (US)
3.29%
Fuller & Thaler Asset Management Inc.
3.24%
Other
62.18%
Shareholder Types
Shareholders
Proportion
Investment Advisor
53.60%
Investment Advisor/Hedge Fund
32.17%
Hedge Fund
4.17%
Research Firm
1.96%
Pension Fund
1.94%
Sovereign Wealth Fund
1.54%
Individual Investor
1.23%
Bank and Trust
1.03%
Insurance Company
0.56%
Other
1.79%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
1039
123.36M
97.58%
-9.89M
2025Q2
1044
132.38M
98.88%
-3.66M
2025Q1
1072
133.67M
99.81%
-3.71M
2024Q4
1056
132.31M
98.69%
-5.46M
2024Q3
1035
131.89M
95.26%
-8.23M
2024Q2
1005
133.58M
95.58%
-10.67M
2024Q1
992
135.62M
96.98%
-9.36M
2023Q4
986
134.13M
93.08%
-16.13M
2023Q3
947
140.56M
96.04%
-14.39M
2023Q2
959
143.18M
93.97%
-22.10M
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
14.51M
11.35%
-72.15K
-0.49%
Jun 30, 2025
The Vanguard Group, Inc.
13.81M
10.8%
-326.35K
-2.31%
Jun 30, 2025
Fidelity Management & Research Company LLC
10.99M
8.59%
-542.19K
-4.70%
Jun 30, 2025
State Street Investment Management (US)
4.22M
3.3%
-255.82K
-5.71%
Jun 30, 2025
Fuller & Thaler Asset Management Inc.
4.43M
3.47%
-193.50K
-4.18%
Jun 30, 2025
Boston Partners
3.23M
2.53%
-534.06K
-14.17%
Jun 30, 2025
Lazard Asset Management, L.L.C.
3.19M
2.49%
-543.84K
-14.58%
Jun 30, 2025
Fidelity Institutional Asset Management
2.86M
2.24%
-302.60K
-9.57%
Jun 30, 2025
Geode Capital Management, L.L.C.
2.85M
2.23%
+150.18K
+5.56%
Jun 30, 2025
AQR Capital Management, LLC
1.62M
1.26%
-171.82K
-9.60%
Jun 30, 2025
View more

Related ETFs

Updated: Sun, Nov 2
Updated: Sun, Nov 2
Name
Proportion
Monarch Dividend Plus Index ETF
3.41%
USCF Dividend Income Fund
2.88%
LeaderShares AlphaFactor Tactical Focused ETF
2.83%
ALPS O'Shares US Small-Cap Quality Dividend ETF
2%
WBI BullBear Value 3000 ETF
1.87%
Freedom Day Dividend ETF
1.76%
RiverFront Dynamic US Dividend Advantage ETF
1.37%
Fidelity Blue Chip Value ETF
1%
LeaderShares AlphaFactor US Core ETF
0.99%
Cambria Shareholder Yield ETF
0.93%
View more
Monarch Dividend Plus Index ETF
Proportion3.41%
USCF Dividend Income Fund
Proportion2.88%
LeaderShares AlphaFactor Tactical Focused ETF
Proportion2.83%
ALPS O'Shares US Small-Cap Quality Dividend ETF
Proportion2%
WBI BullBear Value 3000 ETF
Proportion1.87%
Freedom Day Dividend ETF
Proportion1.76%
RiverFront Dynamic US Dividend Advantage ETF
Proportion1.37%
Fidelity Blue Chip Value ETF
Proportion1%
LeaderShares AlphaFactor US Core ETF
Proportion0.99%
Cambria Shareholder Yield ETF
Proportion0.93%

Dividend

A total of 936.57M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Feb 06, 2025
HRB.NB Final Cash Dividend of gross USD 0.375 paid on Apr 03, 2025 going ex on Mar 04, 2025
Mar 04, 2025
Apr 03, 2025
Mar 04, 2025
Nov 06, 2024
HRB.NB Interim Cash Dividend of gross USD 0.375 paid on Jan 06, 2025 going ex on Dec 05, 2024
Dec 05, 2024
Jan 06, 2025
Dec 05, 2024
Aug 15, 2024
HRB.NB Interim Cash Dividend of gross USD 0.375 paid on Oct 03, 2024 going ex on Sep 05, 2024
Sep 05, 2024
Oct 03, 2024
Sep 05, 2024
May 07, 2024
HRB.NB Interim Cash Dividend of gross USD 0.32 paid on Jul 03, 2024 going ex on Jun 05, 2024
Jun 05, 2024
Jul 03, 2024
Jun 05, 2024
Jan 31, 2024
HRB.NB Final Cash Dividend of gross USD 0.32 paid on Apr 03, 2024 going ex on Mar 04, 2024
Mar 05, 2024
Apr 03, 2024
Mar 04, 2024
Nov 02, 2023
HRB.NB Interim Cash Dividend of gross USD 0.32 paid on Jan 04, 2024 going ex on Dec 04, 2023
Dec 05, 2023
Jan 04, 2024
Dec 04, 2023
Aug 15, 2023
HRB.NB Interim Cash Dividend of gross USD 0.32 paid on Oct 04, 2023 going ex on Sep 06, 2023
Sep 07, 2023
Oct 04, 2023
Sep 06, 2023
May 01, 2023
HRB.NB Interim Cash Dividend of gross USD 0.29 paid on Jul 06, 2023 going ex on Jun 06, 2023
Jun 07, 2023
Jul 06, 2023
Jun 06, 2023
Feb 01, 2023
HRB.NB Final Cash Dividend of gross USD 0.29 paid on Apr 05, 2023 going ex on Mar 06, 2023
Mar 07, 2023
Apr 05, 2023
Mar 06, 2023
Nov 03, 2022
HRB.NB Interim Cash Dividend of gross USD 0.29 paid on Jan 03, 2023 going ex on Dec 05, 2022
Dec 06, 2022
Jan 03, 2023
Dec 05, 2022
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of H & R Block Inc?

The top five shareholders of H & R Block Inc are:
BlackRock Institutional Trust Company, N.A. holds 14.51M shares, accounting for 11.35% of the total shares.
The Vanguard Group, Inc. holds 13.81M shares, accounting for 10.80% of the total shares.
Fidelity Management & Research Company LLC holds 10.99M shares, accounting for 8.59% of the total shares.
State Street Investment Management (US) holds 4.22M shares, accounting for 3.30% of the total shares.
Fuller & Thaler Asset Management Inc. holds 4.43M shares, accounting for 3.47% of the total shares.

What are the top three shareholder types of H & R Block Inc?

The top three shareholder types of H & R Block Inc are:
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Fidelity Management & Research Company LLC

How many institutions hold shares of H & R Block Inc (HRB)?

As of 2025Q3, 1039 institutions hold shares of H & R Block Inc, with a combined market value of approximately 123.36M, accounting for 97.58% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -1.30%.

What is the biggest source of revenue for H & R Block Inc?

In FY2025, the U.S. assisted tax preparation business generated the highest revenue for H & R Block Inc, amounting to 2.41B and accounting for 64.16% of total revenue.
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