Latest revenue
$2.40B
as of 2026-03-31
Latest net income
$439.9M
as of 2026-03-31
Net margin
18.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.93B
- Enterprise value
- $4.93B
- P/E (trailing)
- 8.1×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 4.2%
- 52-wk high
- $59.05
- 52-wk low
- $28.16
- Beta
- —
- Shares out
- 126.8M
5-year trend
What this company does
ITEM 1. BUSINESS OVERVIEW H&R Block provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small business solutions. We blend digital innovation with human expertise and care to help people get the best outcome at tax time and also be better with money by using our mobile banking app, Spruce℠. Through Block Advisors and Wave, we help small-business owners thrive with year-round bookkeeping, payroll, advisory and payment processing solutions. H&R Block, Inc. was organized as a corporation in 1955 under the laws of the State of Missouri. A complete list of our subsidiaries as of June 30, 2025 can be…
AI summary unavailable — showing raw filing excerpt
Generated from HRB's filing dated 2025-08-15
Key risks
ITEM 1A. RISK FACTORS Our business activities expose us to a variety of risks. Identifying, monitoring, and managing these risks is essential to the success of our operations and the financial soundness of H&R Block. Senior management and the Board of Directors, acting as a whole and through its committees, take an active role in our risk management process and have delegated certain activities related to the oversight of risk management to the Company's enterprise risk management (ERM) team and the Enterprise Risk Committee, which is comprised of Vice Presidents of major business and control functions and members of the ERM team. The Company’s ERM team, working in coordination with the…
AI summary unavailable — showing raw filing excerpt
Generated from HRB's filing dated 2025-08-15
Profitability
Net margin
16.1%
2.3%Return on equity
681.4%
3.7%Return on assets
18.6%
0.4%Leverage
Debt / equity
35.72×
3.4%Long-term debt / equity
12.86×
21.9%Debt / assets
97.3%
0.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $2.40B | +5.3% | $439.9M | +43.6% | 18.3% |
Q4 2025 2025-12-31 | $198.9M | +11.1% | $-242.2M | +0.5% | -121.8% |
Q3 2025 2025-09-30 | $203.6M | +5.0% | $-165.8M | +3.9% | -81.5% |
Q2 2025 2025-06-30 | $1.11B | +4.6% | $715.4M | +17.1% | 64.4% |
Q1 2025 2025-03-31 | $2.28B | +4.2% | $306.3M | -9.2% | 13.5% |
Q4 2024 2024-12-31 | $179.1M | -0.0% | $-243.4M | -28.3% | -135.9% |
Q3 2024 2024-09-30 | $193.8M | +5.4% | $-172.6M | -5.6% | -89.0% |
Q2 2024 2024-06-30 | $1.06B | — | $611.1M | — | 57.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Personal Services · SIC 7200
Your notes
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Insider activity
Insider buying
$0
Insider selling
$13.9M
Net activity
−$13.9M
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2025-11-19 | Jeffrey J Jones II President & CEO | Sale | 128,818 | $44.54 | $5.7M | |
| 2025-11-12 | Jeffrey J Jones II President & CEO | Sale | 176,449 | $46.46 | $8.2M |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns HRB
Institutional value
$1.70B
Total shares held
56.1M
Distinct holders
331
+52 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.5M | $493.2M | -292.4K (-1.8%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $230.8M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $179.5M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $73.2M | -212.1K (-8.4%) | Trimmed |
| 5 | Bank of New York Mellon Corp | 1.5M | $48.1M | +96.9K (+6.8%) | Added |
| 6 | Invesco Ltd. | 1.5M | $46.1M | +837.5K (+136.5%) | Added |
| 7 | Ranmore Fund Management Ltd | 1.4M | $44.4M | +452.0K (+47.7%) | Added |
| 8 | FIRST TRUST ADVISORS LP | 1.3M | $42.2M | +276.2K (+26.2%) | Added |
| 9 | UBS Group AG | 934.7K | $29.7M | — | New |
| 10 | Boston Trust Walden Corp | 895.2K | $28.4M | — | New |
| 11 | JUPITER ASSET MANAGEMENT LTD | 890.5K | $28.3M | +885.3K (+16904.7%) | Added |
| 12 | VANGUARD FIDUCIARY TRUST CO | 788.7K | $25.0M | — | New |
| 13 | ROYCE & ASSOCIATES LP | 776.7K | $24.7M | — | New |
| 14 | Prevatt Capital Ltd | 710.0K | $22.5M | +360.0K (+102.9%) | Added |
| 15 | JPMORGAN CHASE & CO | 566.4K | $17.9M | -65.1K (-10.3%) | Trimmed |
| 16 | SEI INVESTMENTS CO | 532.7K | $16.9M | +107.1K (+25.2%) | Added |
| 17 | LOS ANGELES CAPITAL MANAGEMENT LLC | 471.6K | $15.0M | +471.0K (+73245.9%) | Added |
| 18 | Nuveen, LLC | 407.9K | $12.9M | -273.8K (-40.2%) | Trimmed |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 392.3K | $12.5M | -298.8K (-43.2%) | Trimmed |
| 20 | RHUMBLINE ADVISERS | 378.3K | $12.0M | +3.3K (+0.9%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once HRB's latest filing finishes processing.