H&R Block INC (HRB) — SEC Filings

Overview

H&R Block INC (HRB) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 10, 2025: H&R Block, Inc. filed an 8-K on November 10, 2025, reporting an event on November 5, 2025, related to the submission of matters to a vote of security holders. The filing details the company's principal executive offices in Kansas City, MO, and its fiscal year end of June 30.

Sentiment Summary

Across 27 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 25 neutral. The dominant filing sentiment for H&R Block INC is neutral.

Filing Type Overview

H&R Block INC (HRB) has filed 12 8-K, 5 10-Q, 1 DEF 14A, 1 8-K/A, 2 10-K, 5 SC 13G/A, 1 DEFA14A with the SEC between Jan 2024 to Nov 2025.

Filings by Year

2025 · 2024

Recent Filings (27)

• H&R Block Files 8-K on Shareholder Vote Matters — 8-K · Nov 10, 2025 Risk: low
  H&R Block, Inc. filed an 8-K on November 10, 2025, reporting an event on November 5, 2025, related to the submission of matters to a vote of security holders. T
• H&R Block Narrows Q1 Loss, Boosts Dividend Amid Share Buybacks — 10-Q · Nov 6, 2025 Risk: high
  H&R Block, Inc. (HRB) reported a net loss of $165.8 million for the three months ended September 30, 2025, a slight improvement from the $172.6 million net loss
• H&R Block Posts Solid FY25 Growth Amid Leadership Transition — DEF 14A · Sep 24, 2025 Risk: low
  H&R Block Inc. (HRB) reported strong financial performance for fiscal year 2025, with revenue increasing by 4.2% to $3,761.0 million from $3,610.3 million in fi
• H&R Block Files 8-K/A Amendment on Officer/Director Changes — 8-K/A · Sep 19, 2025 Risk: medium
  H&R Block, Inc. filed an 8-K/A amendment on September 19, 2025, related to events that occurred on August 13, 2025. The filing pertains to the departure of dire
• H&R Block Files 8-K on Material Agreement — 8-K · Aug 26, 2025 Risk: medium
  On August 26, 2025, H&R Block, Inc. filed an 8-K report detailing a material definitive agreement. The filing also indicates the creation of a direct financial
• H&R Block Files 8-K for Material Agreement — 8-K · Aug 25, 2025 Risk: medium
  H&R Block, Inc. filed an 8-K on August 25, 2025, reporting an entry into a material definitive agreement on August 19, 2025. The filing also includes financial
• H&R Block Files 2025 Annual Report — 10-K · Aug 15, 2025 Risk: low
  H&R Block Inc. filed its 2025 10-K report for the fiscal year ending June 30, 2025. The company, headquartered in Kansas City, MO, operates in the personal serv
• H&R Block Files 8-K on Financials — 8-K · Aug 12, 2025 Risk: low
  H&R Block, Inc. filed an 8-K on August 12, 2025, reporting on its results of operations and financial condition. The filing also included Regulation FD disclosu
• H&R Block Files 8-K on Officer/Director Changes — 8-K · Aug 11, 2025 Risk: medium
  H&R Block, Inc. filed an 8-K on August 11, 2025, reporting events as of August 7, 2025. The filing covers the departure of directors or certain officers, the el
• H&R Block Enters Material Definitive Agreement — 8-K · Jul 15, 2025 Risk: medium
  On July 11, 2025, H&R Block, Inc. entered into a material definitive agreement, which also created a direct financial obligation for the registrant. The filing
• H&R Block Files Q3 2025 10-Q — 10-Q · May 7, 2025 Risk: low
  H&R Block Inc. filed its 10-Q for the period ending March 31, 2025. The filing covers the third quarter of fiscal year 2025. Key financial data and operational
• H&R Block Q2 Revenue Edges Up, Net Income Declines — 10-Q · Feb 6, 2025 Risk: medium
  H&R Block Inc. reported its second quarter results for the period ending December 31, 2024. The company's total revenues for the six months ended December 31, 2
• H&R Block Files 8-K on Financials — 8-K · Feb 4, 2025 Risk: low
  On February 4, 2025, H&R Block, Inc. filed an 8-K report. The filing primarily concerns the company's financial condition and results of operations, along with
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• H&R Block Files 8-K on Security Holder Vote Matters — 8-K · Nov 8, 2024 Risk: low
  On November 6, 2024, H&R Block, Inc. filed an 8-K report to announce the submission of matters to a vote of its security holders. The filing details the company
• H&R Block Files 8-K on Financials — 8-K · Nov 7, 2024 Risk: low
  H&R Block, Inc. filed an 8-K on November 7, 2024, to report on its results of operations and financial condition. The filing includes financial statements and e
• H&R Block Signs Material Definitive Agreement — 8-K · Oct 23, 2024 Risk: medium
  On October 18, 2024, H&R Block, Inc. filed an 8-K report to disclose the entry into a material definitive agreement. The filing does not provide specific detail
• H&R Block Files Definitive Proxy Statement — DEFA14A · Sep 25, 2024 Risk: low
  H&R Block, Inc. filed a Definitive Proxy Statement (DEFA14A) on September 25, 2024. This filing is a standard proxy statement, indicating that the company is so
• H&R Block Elects New Directors, Adjusts Executive Compensation — 8-K · Sep 20, 2024 Risk: low
  On September 17, 2024, H&R Block, Inc. announced changes to its board of directors and executive compensation. Specifically, the company elected two new directo
• H&R Block Files 2024 Annual Report — 10-K · Aug 15, 2024 Risk: low
  H&R Block, Inc. filed its annual report for the fiscal year ended June 30, 2024. The company, registered under file number 1-06089, is headquartered in Kansas C
• H&R Block Files 8-K: Director & Officer Changes — 8-K · Aug 5, 2024 Risk: low
  On August 5, 2024, H&R Block, Inc. filed an 8-K report detailing changes in its board of directors and executive compensation. The filing includes information r
• H&R Block Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 9, 2024 Risk: low
  H&R BLOCK INC (HRB) filed a Quarterly Report (10-Q) with the SEC on May 9, 2024. H&R Block Inc. filed its quarterly report (10-Q) for the period ending March 31
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• FMR LLC & Abigail Johnson Trim H&R Block Stake to 14.999% — SC 13G/A · Feb 9, 2024 Risk: low
  FMR LLC, a major investment firm, and its Chairman and CEO, Abigail P. Johnson, have updated their ownership stake in H&R Block Inc. As of December 31, 2023, th
• Wellington Management Discloses 7.2% Stake in H&R Block — SC 13G/A · Feb 8, 2024 Risk: low
  Wellington Management Group LLP, a Boston-based investment firm, filed an amended SC 13G/A on February 8, 2024, disclosing its ownership in H&R Block Inc. As of
• H&R Block Inc. Files 10-Q for Period Ending December 31, 2023 — 10-Q · Feb 6, 2024 Risk:
  H&R BLOCK INC (HRB) filed a Quarterly Report (10-Q) with the SEC on February 6, 2024. H&R Block Inc. filed its quarterly report (10-Q) for the period ending Dec
• BlackRock Amends H&R Block Stake to 9.0% as of Dec 31, 2023 — SC 13G/A · Jan 23, 2024
  BlackRock Inc. has filed an amended Schedule 13G/A, indicating a change in its ownership stake in H&R Block Inc. As of December 31, 2023, BlackRock Inc. benefic

Risk Profile

Risk Assessment: Of HRB's 23 recent filings, 1 were flagged as high-risk, 7 as medium-risk, and 15 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from H&R Block INC's most recent 10-Q filing (Nov 6, 2025):

• Revenue: $203.6M
• Net Income: ($165.8M)
• EPS: ($1.26)
• Debt-to-Equity: N/A
• Cash Position: $376.4M
• Operating Margin: N/A
• Total Assets: $2,621.3M
• Total Debt: $2,111.4M

Key Executives

• Richard A. Johnson
• Jeff Jones
• Curtis Campbell
• Robert A. Gerard
• KATHARINE M. HAYNES
• Jeffrey B. Smith
• Pamela J. Craig
• Jeffrey J. Jones
• Abigail P. Johnson

Industry Context

H&R Block operates in the highly competitive tax preparation services industry. Key trends include increasing complexity of tax laws, a growing demand for digital and online services, and ongoing consolidation among service providers. The industry is sensitive to regulatory changes and economic conditions that affect taxpayer behavior.

Top Tags

corporate-governance (4) · executive-compensation (4) · material-agreement (4) · financials (4) · 10-Q (4) · Tax Services (3) · amendment (3) · filing (3) · institutional-ownership (3) · shareholder-vote (2)

Executive Compensation

From the most recent DEF 14A filing (Sep 24, 2025):

• Curtis Campbell — President and CEO
• Richard A. Johnson — Chairman of the Board

Key Numbers

• Central Index Key: 0000012659 — Unique identifier for H&R Block
• EIN: 44-0607856 — Employer Identification Number
• Net Loss: $165.8M — Improved from $172.6M in prior year, but still a loss.
• Total Revenues: $203.6M — Increased from $193.8M in prior year, showing growth.
• Common Stock Repurchases: $412.4M — Significant capital return, but contributed to equity deficit.
• Total Stockholders' Equity: ($550.9M) — Shifted from positive $88.9M to a substantial deficit.
• Cash and Cash Equivalents: $376.4M — Decreased significantly from $983.3M, indicating cash burn.
• Dividends Declared Per Share: $0.42 — Increased from $0.375, signaling commitment to shareholder returns.
• Net Cash Used in Operating Activities: $356.8M — Increased from $328.6M in prior year, indicating higher operational cash outflow.
• Basic and Diluted Loss Per Share: $1.26 — Slightly higher than $1.23 in prior year from continuing operations.
• Retained Earnings Deficit: $609.3M — Significant deficit contributing to negative stockholders' equity.
• Goodwill from Acquisitions: $1.9M — Small increase in goodwill from new acquisitions.
• Revenue: $3,761.0M — Increased 4.2% from $3,610.3M in FY24
• Net Income: $609.5M — Increased 1.9% from $598.0M in FY24
• Earnings Per Share (EPS): $4.42 — Increased 6.8% from $4.14 in FY24

Forward-Looking Statements

• {"claim":"FMR LLC will maintain a significant, but passive, stake in H&R Block Inc. for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}
• {"claim":"Wellington Management Group LLP will maintain a significant stake in H&R Block Inc. for the foreseeable future.","entity":"Wellington Management Group LLP","targetDate":"December 29, 2024","confidence":"medium"}

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