Stock HRB H&R BLOCK, INC.
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Company H&R Block, Inc.

Equities

HRB

US0936711052

Personal Services

Market Closed - Nyse
Other stock markets
 21:00:02 26/04/2024 BST 		5-day change 1st Jan Change
46.5 USD -0.30% Intraday chart for H&R Block, Inc. -0.73% -3.87%
04-26 IRS' Free Tax Filing Pilot Program Processes Over 140,000 Returns MT
04-03 US, Canadian companies kick off 2024 with layoffs RE

Business Summary

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 return 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 financial solutions through its Company-owned and franchise offices 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), H&R Block Emerald Advance Lines of Credit (EA), Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. The RTs enable clients to receive their tax refunds by their chosen method of disbursement and include a feature enabling clients to deduct tax preparation and related fees from their tax refunds.

Number of employees: 4,000

Sales per Business

USD in Million2022Weight2023Weight Delta
Assisted Tax Preparation
62.4 %
2,095 60.5 % 2,167 62.4 % +3.46%
Do It Yourself Tax Preparation
9.1 %
319 9.2 % 315 9.1 % -1.36%
International
6.8 %
231 6.7 % 235 6.8 % +1.64%
Royalties
6.1 %
225 6.5 % 211 6.1 % -6.49%
Refund Transfers
4.1 %
163 4.7 % 143 4.1 % -12.02%
Peace of Mind Extended Service Plan
2.7 %
95 2.7 % 95 2.7 % +0.57%
Wave
2.6 %
81 2.3 % 90 2.6 % +11.55%
Emerald Card and Spruce
2.4 %
125 3.6 % 85 2.4 % -32.52%
Interest and Fee Income on Emerald Advance
1.4 %
44 1.3 % 48 1.4 % +8.12%
Other
1.3 %
46 1.3 % 45 1.3 % -1.54%
Tax Identity Shield
1.1 %
39 1.1 % 38 1.1 % -2.17%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
93.2 %
3,232 93.3 % 3,237 93.2 % +0.16%
International
6.8 %
231 6.7 % 235 6.8 % +1.64%

Managers

Managers TitleAgeSince
Jeffrey Jones CEO
 Chief Executive Officer 56 08/10/17
Tony Bowen DFI
 Director of Finance/CFO 49 31/12/03
Nicki Cole CTO
 Chief Tech/Sci/R&D Officer - 31/10/21
Joshua Brown CTO
 Chief Tech/Sci/R&D Officer - 31/10/18
Alan Lowden CTO
 Chief Tech/Sci/R&D Officer - 31/12/11
Michaella Gallina IRC
 Investor Relations Contact - 14/05/21
Alice Colarusso PRN
 Corporate Officer/Principal - 02/08/23
Katharine Haynes SEC
 Corporate Secretary - 01/03/22
Tom Gannon LAW
 General Counsel - 16/12/21
Dara Redler LAW
 General Counsel - 16/01/22

Members of the board

Members of the board TitleAgeSince
Victoria Reich BRD
 Director/Board Member 66 31/08/11
Richard Johnson BRD
 Director/Board Member 66 09/09/15
Robert Gerard CHM
 Chairman 79 31/12/06
Matthew Winter BRD
 Director/Board Member 67 02/11/17
Sean Cohan BRD
 Director/Board Member 49 31/03/21
Mia Mends BRD
 Director/Board Member 48 31/03/21
Jeffrey Jones CEO
 Chief Executive Officer 56 08/10/17
Anuradha Gupta BRD
 Director/Board Member 55 06/11/19
Yolande Piazza BRD
 Director/Board Member 55 09/09/20

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 170,917,266 138,045,372 ( 80.77 %) 31,396,591 ( 18.37 %) 80.77 %

Shareholders

NameEquities%Valuation
Fidelity Management & Research Co. LLC
15.47 %
21,585,322 15.47 % 1 060 M $
BlackRock Advisors LLC
12.35 %
17,230,649 12.35 % 846 M $
Vanguard Fiduciary Trust Co.
10.49 %
14,641,461 10.49 % 719 M $
STATE STREET CORPORATION
3.919 %
5,468,212 3.919 % 269 M $
Lazard Asset Management LLC
3.396 %
4,737,835 3.396 % 233 M $
Charles Schwab Investment Management, Inc.
2.707 %
3,776,597 2.707 % 185 M $
Wellington Management Co. LLP
2.294 %
3,200,119 2.294 % 157 M $
Fuller & Thaler Asset Management, Inc.
1.878 %
2,620,088 1.878 % 129 M $
Boston Partners Global Investors, Inc.
1.801 %
2,512,092 1.801 % 123 M $
Dimensional Fund Advisors LP
1.770 %
2,469,698 1.770 % 121 M $

Company contact information

H&R Block, Inc.

One H&R Block Way

64105, Kansas City

+816 854 3000

http://www.hrblock.com
address H&R Block, Inc.(HRB)

Group companies

NameCategory and Sector
H&R Block Management LLC
H&R Block (India) Pvt Ltd.
Logo H&R Block (India) Pvt Ltd.

H&R Block (India) Pvt Ltd.

Other Consumer ServicesConsumer Services

Part of H&R Block, Inc., H&R Block (India) Pvt Ltd. provides tax preparation services. The private company is located in India.

Other Consumer Services

Sector

Consumer Non-Cyclicals
Personal & Household Products & Services
Personal &Household Products & Services
Personal Services
Accounting & Tax Preparation

Sales per Business

Sales per region

Ratings for H&R Block, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
46.5 USD
Average target price
49.67 USD
Spread / Average Target
+6.81%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Accounting & Tax Preparation

1st Jan change Capi.
H&R BLOCK, INC. Stock H&R Block, Inc.
-3.87% 6.49B
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-12.82% 284M
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-19.85% 59.1M
Accounting & Tax Preparation
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