Block (H&R) Inc. (HRB)

CONSUMER DISCRETIONARY: CONSUMER SERVICES
SIC: SERVICES-PERSONAL SERVICES

ONE H&R BLOCK WAY KANSAS CITY, MO 64105

H&R Block, Inc. (H&R Block) has subsidiaries that provide tax, banking, and business and consulting services. The Company's Tax Services segment provides income tax return preparation, electronic filing and other services and products related to income tax return preparation to the general public primarily in the United States, and also in Canada and Australia. It offers the H&R Block Prepaid Emerald MasterCard and Emerald Advance lines of credit through H&R Block Bank (HRB Bank). Its Business Services segment consists of RSM McGladrey, Inc. (RSM), a tax and consulting firm primarily serving mid-sized businesses. Corporate operations include interest income from United States passive investments, interest expense on borrowings, net interest margin and gains or losses relating to mortgage loans held for investment, real estate owned, residual interests in securitizations and other corporate expenses, related to finance, legal and other support departments.

Data as of 2020-11-22
Market Cap3.459 Billion Shares Outstanding192.898 Million Avg 30-day Volume2.692 Million
P/E Ratio15.3 Dividend Yield5.8 EPS1.17
Price/Sales1.181 Price cash flow ratio6.1 Price free cash flow ratio6.3
Book Value0.7 Price to Tangible Book-3.5 Alpha-0.01
Short Interest Ratio % Short Interest to Float R-squared0.108822
BETA0.741229 52-week High/Low25.11 / 11.2901 Stddev0.094688
View SEC Filings from HRB instead.
Q3 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 4 1 300.0% 2 (0.13%) 0 (0.0%)
Funds Holding: 364 377 -3.45% 79 (5.19%) 84 (5.45%) -5.95%
13F shares: 166.876 Million 180.645 Million -7.62% 48.575 Million 42.271 Million 14.91%
% Ownership 86.5096 93.6698 -7.64% 25.1815 21.9187 14.89%
New Positions: 64 62 3.23% 18 21 -14.29%
Increased Positions 119 122 -2.46% 30 25 20.0%
Closed Positions 70 60 16.67% 22 12 83.33%
Reduced Positions 136 142 -4.23% 27 31 -12.9%
Total Calls 1.2 Million 958.25 Thousand 25.28% 421 Thousand 202.6 Thousand 107.8%
Total Puts 1.514 Million 1.442 Million 4.99% 734.3 Thousand 646.4 Thousand 13.6%
PUT/CALL Ratio 1.26 1.5 -16.0% 1.74 3.19 -45.45%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding HRB (via 13F filings)

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*Shares are split adjusted
*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 BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

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

GERARD ROBERT A

  • Director
238,644 2020-09-10 2

BROWN PAUL J

  • Director
81,679 2020-09-10 1

ROHDE BRUCE

  • Director
101,264 2020-09-10 1

REICH VICTORIA

  • Director
80,233 2020-09-10 1

LEWIS DAVID B

  • Director
113,969 2020-09-10 1

WOOD CHRISTIANNA

  • Director
117,047 2020-09-10 1

JOHNSON RICHARD A

  • Director
41,684 2020-09-10 1

WINTER MATTHEW E

  • Director
28,472 2020-09-10 1

GUPTA ANURADHA

  • Director
15,351 2020-09-10 1

PIAZZA YOLANDE G

  • Director
10,053 2020-09-10 2

JONES JEFFREY J II PRESIDENT & CEO

  • Officer
  • Director
338,152 2020-09-03 5

GERKE THOMAS A GEN. COUNSEL & CHIEF ADMIN OFF

  • Officer
115,860 2020-07-27 3

BOWEN TONY G CHIEF FINANCIAL OFFICER

  • Officer
77,892 2020-07-27 3

LOGERWELL KELLIE J VP & CHIEF ACCT OFFICER

  • Officer
12,309 2020-07-27 3

OROSCO KAREN A SVP, U.S. RETAIL

  • Officer
73,490 2020-07-27 3

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

AGAR RICHARD K SVP AND CIO

  • Officer
48,150 2011-09-30 0

BROWN COLBY R VP AND CORPORATE CONTROLLER

  • Officer
9,248 2011-09-30 0

ANDREWS CHARLES ELLIOTT PRESIDENT, RSM MCGLADREY

  • Officer
15,000 2011-06-30 0

BREEDEN RICHARD C

  • Director
13,352,705 2010-11-01 0

SHAW L EDWARD JR

  • Director
23,548 2010-11-01 0

LAUER LEN J

  • Director
33,548 2010-11-01 0

TURTLEDOVE ROBERT J SVP, CHIEF MARKETING OFFICER

  • Officer
14,420 2010-10-01 0

BENNETT ALAN M PRESIDENT AND CEO

  • Officer
  • Director
14,886 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

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
No current insider transactions

* -

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

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