Block (H&R) Inc. (HRB)

Sector:
CONSUMER DISCRETIONARY
Industry:
CONSUMER SERVICES
SIC:
SERVICES-PERSONAL SERVICES
CEO:
Jeffrey J. Jones
Employees:
69,900
ONE H&R BLOCK WAY, KANSAS CITY, MO 64105
8168543000

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax services and products. The company offers Refund Transfers, which enables clients to receive their tax refunds, and other services. It also offers small business financial solutions through its company-owned or franchise offices, and online.

Data derived from most recent annual or quarterly report
Market Cap 6.975 Billion Shares Outstanding164.54 Million Avg 30-day Volume 1.596 Million
P/E Ratio6.4351 Dividend Yield5.0236 EPS3.11
Price to Revenue1.1004 Debt to Equity5.7431 EBITDA932.458 Million
Price to Book Value9.6809 Operating Margin22.5433 Enterprise Value4.401 Billion
Current Ratio2.118 EPS Growth78 Quick Ratio1.551
1 Yr BETA 0.6403 52-week High/Low 43.65 / 28.33 Profit Margin17.1
Operating Cash Flow Growth474.4514 Free Cash Flow to Firm (FCFF) TTM 679.256 Million Free Cash Flow to Equity (FCFE) TTM6.497 Billion
Altman Z-Score2.5378
Earnings Report2023-11-07
View SEC Filings from HRB instead.

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Funds Holding HRB (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HRB

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-09-12 by LOGERWELL KELLIE J
  • 4: filed on 2023-09-05 by REDLER DARA S
  • 4: filed on 2023-09-05 by BOWEN TONY G
  • 4: filed on 2023-09-05 by LOGERWELL KELLIE J
  • 4: filed on 2023-09-05 by JONES JEFFREY J II
  • 4: filed on 2023-08-16 by JONES JEFFREY J II
  • 4: filed on 2023-07-21 by LOGERWELL KELLIE J
  • 4: filed on 2023-07-21 by JONES JEFFREY J II
  • 4: filed on 2023-07-21 by BOWEN TONY G
  • 4: filed on 2023-07-10 by LOGERWELL KELLIE J

    • Events (8k)

  • 8-K: filed on 2023-08-15:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-30:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-15:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2023-05-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-07:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-07:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-11-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-18:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2022-08-17:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-09:
    Item 2.02: Results of Operations and Financial Condition
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-08-16:
  • 144: filed on 2023-09-11:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    99.2 Thousand total shares from 2 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    LOGERWELL KELLIE J VP & CHIEF ACCT OFFICER

    • Officer
    		 27,721 2023-09-11 5

    JONES JEFFREY J II PRESIDENT & CEO

    • Officer
    • Director
    		 851,740 2023-08-31 6

    BOWEN TONY G CHIEF FINANCIAL OFFICER

    • Officer
    		 172,207 2023-08-31 4

    REDLER DARA S CHIEF LEGAL OFFICER

    • Officer
    		 33,715 2023-08-31 2

    JOHNSON RICHARD A

    • Director
    		 68,729 2023-05-19 2

    GERARD ROBERT A

    • Director
    		 297,406 2023-05-11 3

    REICH VICTORIA

    • Director
    		 100,282 2022-11-04 1

    WINTER MATTHEW E

    • Director
    		 43,260 2022-11-04 1

    GUPTA ANURADHA

    • Director
    		 28,754 2022-11-04 1

    PIAZZA YOLANDE G

    • Director
    		 22,897 2022-11-04 1

    COHAN SEAN

    • Director
    		 15,122 2022-11-04 1

    MENDS MIA

    • Director
    		 15,122 2022-11-04 1

    OROSCO KAREN A PRES., GLOBAL CONSUMER TAX & S

    • Officer
    		 89,733 2022-09-07 0

    WOOD CHRISTIANNA

    • Director
    		 121,802 2022-08-16 0

    GERKE THOMAS A GEN. COUNSEL & CHIEF ADMIN OFF

    • Officer
    		 85,482 2021-08-31 0

    LEWIS DAVID B

    • Director
    		 113,969 2020-09-10 0

    ROHDE BRUCE

    • Director
    		 101,264 2020-09-10 0

    BROWN PAUL J

    • Director
    		 81,679 2020-09-10 0

    ARCHON ANGELA N

    • Director
    		 28,804 2019-09-12 0

    SEIP TOM D

    • Director
    		 91,028 2017-09-14 0

    COLLINS KATHRYN M SVP, CHIEF MKTG & STRAT OFF

    • Officer
    		 17,372 2017-07-18 0

    COBB WILLIAM C PRESIDENT AND CEO

    • Officer
    • Director
    		 498,980 2017-07-03 0

    WRIGHT JAMES F

    • Director
    		 40,676 2017-06-28 0

    MACFARLANE GREGORY J SVP, U.S. RETAIL PRODS & OPS

    • Officer
    		 120,260 2016-12-09 0

    HOUSEWORTH JASON CHIEF INNOVATION OFFICER

    • Officer
    		 70,450 2016-07-18 0

    BROWN JEFFREY CHIEF ACCOUNTING AND RISK OFFI

    • Officer
    		 102,908 2016-07-01 0

    KNIGHT DELOS (KIP) L III PRESIDENT, U.S. RETAIL OPS

    • Officer
    		 24,510 2015-12-03 0

    ELLISON MARVIN R

    • Director
    		 22,753 2013-09-12 0

    EHRLICH SUSAN PRESIDENT, FINANCIAL SERVICES

    • Officer
    		 17,394 2013-06-28 0

    MAZZINI PHIL PRESIDENT, RETAIL TAX

    • Officer
    		 No longer subject to file 2012-04-30 0

    BROWN COLBY R VP AND CORPORATE CONTROLLER

    • Officer
    		 9,248 2011-09-30 0

    AGAR RICHARD K SVP AND CIO

    • Officer
    		 48,150 2011-09-30 0

    ANDREWS CHARLES ELLIOTT PRESIDENT, RSM MCGLADREY

    • Officer
    		 15,000 2011-06-30 0

    SHAW L EDWARD JR

    • Director
    		 23,548 2010-11-01 0

    LAUER LEN J

    • Director
    		 33,548 2010-11-01 0

    BREEDEN RICHARD C

    • Director
    		 13,352,705 2010-11-01 0

    TURTLEDOVE ROBERT J SVP, CHIEF MARKETING OFFICER

    • Officer
    		 No longer subject to file 2010-10-01 0

    BENNETT ALAN M PRESIDENT AND CEO

    • Officer
    • Director
    		 1,164,886 2010-09-13 0

    BLOCH THOMAS M

    • Director
    		 213,482 2009-11-02 0

    SMYTH RUSSELL P PRESIDENT AND CEO

    • Officer
    • Director
    		 28,095 2009-10-01 0

    WORAM BRIAN J SVP AND GENERAL COUNSEL

    • Officer
    		 45,920 2009-10-01 0

    SHULMAN BECKY S SENIOR VP AND CFO

    • Officer
    		 35,324 2009-07-02 0

    SERATI TAMMY S SENIOR VP, HUMAN RESOURCES

    • Officer
    		 15,599 2009-06-05 0

    GOKEY TIMOTHY C PRESIDENT, RETAIL TAX

    • Officer
    		 39,367 2008-10-01 0

    ALLANSON THOMAS A PRESIDENT, DIGITAL

    • Officer
    		 12,584 2008-07-30 0

    TAIT STEVEN PRESIDENT, BUSINESS SERVICES

    • Officer
    		 28,417 2008-07-03 0

    HALE ROGER W

    • Director
    		 66,301 2008-07-01 0

    WEST MARC PRESIDENT, COMMERCIAL MARKETS

    • Officer
    		 2,448 2008-04-04 0

    FRIGON HENRY F

    • Director
    		 16,536 2008-01-08 0

    GRAEBNER CAROL F EXECUTIVE VP, GENERAL COUNSEL

    • Officer
    		 251 2008-01-08 0

    ERNST MARK A CHAIRMAN, PRESIDENT AND CEO

    • Officer
    • Director
    		 3,298,465 2007-10-19 0

    TRUBECK WILLIAM L EXECUTIVE VP AND CFO

    • Officer
    		 262,403 2007-10-17 0

    WILKINS RAYFORD JR

    • Director
    		 33,479 2007-08-31 0

    CHOATE JERRY D

    • Director
    		 26,000 2007-06-30 0

    ECTON DONNA R

    • Director
    		 59,696 2007-04-02 0

    SMITH LOUIS W

    • Director
    		 47,638 2007-04-02 0

    DUBRISH ROBERT E PRESIDENT AND CEO, OPTION ONE

    • Officer
    		 939,618 2006-07-20 0

    NADON STEVEN PRES., CONSUMER FIN'L SERVICES

    • Officer
    		 67,594 2006-04-24 0

    WILSON BRET G VICE PRESIDENT AND SECRETARY

    • Officer
    		 45,619 2006-04-03 0

    SPAETH NICHOLAS J SVP AND CHIEF LEGAL OFFICER

    • Officer
    		 577,446 2006-04-03 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    LOGERWELL KELLIE J - Officer VP & CHIEF ACCT OFFICER

    		2023-09-12 16:32:59 -0400 2023-09-11 S 8,000 $39.61 d 27,721 direct 0.8702 6.2196 6.2196 6 0.0 1

    BOWEN TONY G - Officer CHIEF FINANCIAL OFFICER

    		2023-09-05 16:34:07 -0400 2023-08-31 F 6,134 $39.98 d 172,207 direct 0.5913 0.437 1.928 4 0.0 1

    BOWEN TONY G - Officer CHIEF FINANCIAL OFFICER

    		2023-09-05 16:34:07 -0400 2023-08-31 A 15,758 a 178,341 direct 0.5913 0.437 1.928 4 0.0 1

    LOGERWELL KELLIE J - Officer VP & CHIEF ACCT OFFICER

    		2023-09-05 16:33:59 -0400 2023-08-31 F 998 $39.98 d 35,721 direct 0.5913 0.437 1.928 4 0.0 1

    LOGERWELL KELLIE J - Officer VP & CHIEF ACCT OFFICER

    		2023-09-05 16:33:59 -0400 2023-08-31 A 2,452 a 36,719 direct 0.5913 0.437 1.928 4 0.0 1

    JONES JEFFREY J II - Director - Officer PRESIDENT & CEO

    		2023-09-05 16:33:56 -0400 2023-08-31 F 21,691 $39.98 d 851,740 direct 0.5913 0.437 1.928 4 0.0 1

    JONES JEFFREY J II - Director - Officer PRESIDENT & CEO

    		2023-09-05 16:33:56 -0400 2023-08-31 A 61,281 a 873,431 direct 0.5913 0.437 1.928 4 0.0 1

    REDLER DARA S - Officer CHIEF LEGAL OFFICER

    		2023-09-05 16:34:59 -0400 2023-08-31 F 1,142 $39.98 d 33,715 direct 0.5913 0.437 1.928 4 0.0 1

    REDLER DARA S - Officer CHIEF LEGAL OFFICER

    		2023-09-05 16:34:59 -0400 2023-08-31 A 9,193 a 34,857 direct 0.5913 0.437 1.928 4 0.0 1

    JONES JEFFREY J II - Director - Officer PRESIDENT & CEO

    		2023-08-16 20:31:01 -0400 2023-08-16 S 91,192 $38.00 d 812,150 direct yes 1.4941 1.3653 2.1381 5 0.0 1

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    H&R BLOCK INC HRB 2023-09-27 22:15:05 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 21:45:03 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 21:15:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 20:45:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 20:15:05 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 19:45:03 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 19:15:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 18:45:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 18:15:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 17:45:03 UTC 0.0 0.0 3200000
    H&R BLOCK INC HRB 2023-09-27 17:15:03 UTC 0.0 0.0 3200000
    H&R BLOCK INC HRB 2023-09-27 16:45:04 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 16:15:05 UTC 5.0634 0.2566 3200000
    H&R BLOCK INC HRB 2023-09-27 15:45:04 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 15:15:03 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 14:45:03 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 14:15:03 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 13:45:03 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 13:15:05 UTC 5.0634 0.2566 3300000
    H&R BLOCK INC HRB 2023-09-27 12:45:05 UTC 5.0634 0.2566 3300000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund HRB -1228.0 shares, $-19476.08 2020-12-31 N-PORT
    Advanced Series Trust- AST Neuberger Berman Long/Short Portfolio HRB -6300.0 shares, $-89964.0 2020-06-30 N-PORT
    Trust for Professional Managers- Convergence Market Neutral Fund HRB -7539.0 shares, $-109315.5 2020-08-31 N-PORT
    SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND HRB -2996.0 shares, $-89430.6 2023-05-31 N-PORT
    Advantage Advisers Xanthus Fund, L.L.C.- Advantage Advisers Xanthus Fund, L.L.C. HRB -236533.0 shares, $-7538306.71 2023-06-30 N-PORT
    RUSSELL INVESTMENT FUNDS- U.S. Small Cap Equity Fund HRB -4666.0 shares, $-148705.42 2023-06-30 N-PORT
    RUSSELL INVESTMENT FUNDS- U.S. Strategic Equity Fund HRB -13239.0 shares, $-421926.93 2023-06-30 N-PORT
    JNL Series Trust- JNL Multi-Manager Alternative Fund HRB -64771.0 shares, $-2064251.77 2023-06-30 N-PORT
    ACAP Strategic Fund- ACAP Strategic Fund HRB -564620.0 shares, $-12308716.0 2021-03-31 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund HRB -14700.0 shares, $-468489.0 2023-06-30 N-PORT
    SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund HRB -2565.0 shares, $-81746.55 2023-06-30 N-PORT
    Virtus Alternative Solutions Trust- Virtus KAR Long/Short Equity Fund HRB -74278.0 shares, $-2496483.58 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- Sustainable Equity Fund HRB -6699.0 shares, $-225153.39 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- U.S. Small Cap Equity Fund HRB -19560.0 shares, $-657411.6 2023-07-31 N-PORT
    RUSSELL INVESTMENT CO- U.S. Strategic Equity Fund HRB -82490.0 shares, $-2772488.9 2023-07-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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