H&R Block Files 8-K for Material Agreement
Ticker: HRB · Form: 8-K · Filed: Aug 25, 2025 · CIK: 12659
Sentiment: neutral
Topics: material-agreement, filing, corporate-action
Related Tickers: HRB
TL;DR
HRB signed a big deal, filing shows. Keep an eye on this.
AI Summary
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 statements and exhibits. The company is incorporated in Missouri and headquartered in Kansas City.
Why It Matters
This filing indicates H&R Block has entered into a significant new agreement, which could impact its business operations and financial performance.
Risk Assessment
Risk Level: medium — The filing reports a material definitive agreement, the details of which are not fully disclosed in this summary, requiring further investigation for specific risks.
Key Numbers
- 001-06089 — SEC File Number (Identifies the company's filings with the SEC.)
- 44-0607856 — EIN (Employer Identification Number for tax purposes.)
Key Players & Entities
- H&R Block, Inc. (company) — Registrant
- August 19, 2025 (date) — Date of earliest event reported
- August 25, 2025 (date) — Filing date
- Missouri (location) — State of incorporation
- Kansas City (location) — Principal executive offices city
FAQ
What is the nature of the material definitive agreement entered into by H&R Block?
The filing indicates an entry into a material definitive agreement on August 19, 2025, but the specific details of this agreement are not provided in the summary text.
When was this Form 8-K filed with the SEC?
This Form 8-K was filed on August 25, 2025.
What is H&R Block's principal executive office location?
H&R Block's principal executive offices are located at One H&R Block Way, Kansas City, Missouri 64105.
What is the company's state of incorporation?
H&R Block, Inc. is incorporated in Missouri.
What is the fiscal year end for H&R Block?
H&R Block's fiscal year ends on June 30.
Filing Stats: 651 words · 3 min read · ~2 pages · Grade level 10.3 · Accepted 2025-08-25 16:10:42
Key Financial Figures
- $350.0 million — issuance and sale by Block Financial of $350.0 million principal amount of its 5.375% Notes du
Filing Documents
- tm2522221d4_8k.htm (8-K) — 26KB
- tm2522221d4_ex1-1.htm (EX-1.1) — 190KB
- tm2522221d4_ex1-1img001.jpg (GRAPHIC) — 4KB
- 0001104659-25-082524.txt ( ) — 426KB
- hrb-20250819.xsd (EX-101.SCH) — 3KB
- hrb-20250819_lab.xml (EX-101.LAB) — 33KB
- hrb-20250819_pre.xml (EX-101.PRE) — 22KB
- tm2522221d4_8k_htm.xml (XML) — 3KB
01. Entry into a Material Definitive Agreement
Item 1.01. Entry into a Material Definitive Agreement. On August 19, 2025, H&R Block, Inc. (the "Company") and Block Financial LLC ("Block Financial") entered into an Underwriting Agreement (the "Underwriting Agreement") with J.P. Morgan Securities LLC, PNC Capital Markets LLC, and U.S. Bancorp Investments, Inc., as representatives of the several underwriters named therein (the "Underwriters"), providing for the issuance and sale by Block Financial of $350.0 million principal amount of its 5.375% Notes due 2032 (the "Notes"), which will be fully and unconditionally guaranteed by the Company. The closing of the sale of the Notes is expected to occur on August 26, 2025. The offering of the Notes was registered under the Securities Act of 1933 (the "Securities Act"), as amended, pursuant to a shelf registration statement on Form S-3ASR (File No. 333-281584), which became effective upon filing, as supplemented by the prospectus supplement dated August 19, 2025, previously filed with the Securities Exchange Commission under the Securities Act. The Underwriting Agreement contains customary representations, warranties and covenants of the Company and Block Financial, conditions to closing, indemnification obligations of the Company, Block Financial and the Underwriters, and termination and other customary provisions. The foregoing description of the Underwriting Agreement does not purport to be complete and is subject to, and qualified in its entirety by reference to, the Underwriting Agreement, which is filed as Exhibit 1.1 hereto and incorporated herein by reference.
01 Financial Statements and Exhibits
Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit No. Description 1.1 Underwriting Agreement, dated August 19, 2025, by and among H&R Block, Inc. and Block Financial LLC and J.P. Morgan Securities LLC, PNC Capital Markets LLC and U.S. Bancorp Investments, Inc., as representatives of the several underwriters named therein. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. H&R BLOCK, INC. Date: August 25, 2025 By: /s/ Katharine M. Haynes Katharine M. Haynes Vice President and Corporate Secretary