Stocks Consumer discretionary HRB
NYSE · Consumer discretionaryH&R Block Inc (HRB)
H&R Block Inc brought in $4B of revenue over the twelve months to September 30, 2026, up 5.2% from a year earlier. Net income was $710.9M, a net margin of 17.9%. Operating cash flow minus capital spending left $756.1M of free cash flow in fiscal 2026. At September 30, 2026 it held $390.5M in cash against $1.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about H&R Block Inc
- Net worth
- H&R Block Inc has a market value (market cap) of $6.2B at the latest share price, and shareholders' equity of -$242.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $3.9B (+4.9% year on year), with net income of $733.6M. Over the 12 months to September 30, 2026: revenue $4B, net income $710.9M.
- Cash flow
- In fiscal 2026 operations brought in $838.7M of cash; after $82.6M of capital spending, free cash flow was $756.1M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- H&R Block Inc's next report is expected around February 2, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- H&R Block Inc paid dividends of $1.68 per share in fiscal 2026, a yield of 3.32% at the current price.
What H&R Block Inc does
H&R Block Inc is registered with the SEC under industry code SIC 7200 (Services-Personal Services). Its shares trade on NYSE under the ticker HRB.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $3.9B | $733.6M | $5.66 | $756.1M |
| 2025 | $3.8B | $605.8M | $4.39 | $598.8M |
| 2024 | $3.6B | $595.3M | $4.12 | $657.2M |
| 2023 | $3.5B | $553.7M | $3.51 | $752.1M |
| 2022 | $3.5B | $553.7M | $3.22 | $746.6M |
| 2021 | $3.4B | $583.8M | $3.08 | $573.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where HRB ranks in Consumer discretionary
Dividends
H&R Block Inc paid $1.68 per share in fiscal 2026. At the current price that is a yield of 3.32%. It paid out $211M in cash dividends, 29% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $1.68 | $211M | 29% |
| 2025 | $1.50 | $197.3M | 33% |
| 2024 | $1.28 | $179.8M | 30% |
| 2023 | $1.16 | $177.9M | 32% |
| 2022 | $1.08 | $186.5M | 34% |
| 2021 | $0.27 | $195.1M | 33% |
Latest SEC filings
What H&R Block Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 10% to $224.3M versus the same quarter last year; diluted EPS -$1.53 versus -$1.26.
- November 9, 2026
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- September 29, 2026
- September 29, 2026Additional proxy material DEFA14A
- September 29, 2026Proxy statement DEF 14A
- September 18, 2026
- August 14, 2026
- August 14, 2026Annual report 10-K · period to June 30, 2026Revenue rose 4.9% to $3.9B versus the prior year; diluted EPS $5.66 versus $4.39.
- August 12, 2026Passive stake (5% or more) SCHEDULE 13G
What is HRB worth? A DCF from its reported cash flow
Insider trades
What the people running H&R Block Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $109.9K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 30, 2026 | Wasleski April M.VP & Chief Acct Officer | Shares withheld for tax | 502 | $25.8K |
| September 30, 2026 | Darling Mark J.Chief Retail Officer | Sold | 2,700 | $109.9K |
| August 31, 2026 | Wasleski April M.VP & Chief Acct Officer | Received as pay | 1,426 | - |
| August 31, 2026 | Wasleski April M.VP & Chief Acct Officer | Shares withheld for tax | 413 | $21.3K |
| August 31, 2026 | Redler Dara SChief Legal & Admin. Officer | Received as pay | 9,826 | - |
| August 31, 2026 | Redler Dara SChief Legal & Admin. Officer | Shares withheld for tax | 12,219 | $631.1K |
| August 31, 2026 | Mason Tiffany LChief Financial Officer | Received as pay | 13,553 | - |
| August 31, 2026 | Mason Tiffany LChief Financial Officer | Shares withheld for tax | 3,510 | $181.3K |
Who owns HRB
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 11.5% | February 5, 2026 |
| AQR Capital Management, LLC13G, passive with 1 related filers | 7.59% | August 12, 2026 |
| Vanguard Capital Management13G, passive | 5.22% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 538 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 16,326,241 | +787,417 |
| Fmr LLC | 15,744,303 | +456,900 |
| Aqr Capital Management LLC | 9,616,406 | +6,433,681 |
| Vanguard Portfolio Management LLC | 6,210,650 | -1,061,675 |
| Vanguard Capital Management LLC | 5,713,146 | +58,111 |
| State Street Corp | 4,157,916 | +163,123 |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | -304,370 |
| Lazard Asset Management LLC | 3,244,474 | -516,620 |
| Geode Capital Management, LLC | 3,061,311 | -75,776 |
| Northern Trust Corp | 2,934,354 | -80,782 |
| Dimensional Fund Advisors LP | 2,272,476 | -35,290 |
| Morgan Stanley | 2,185,522 | +197,487 |
| First Trust Advisors LP | 2,007,551 | +678,967 |
| Goldman Sachs Group Inc | 1,922,900 | +841,522 |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | +318,043 |
| Charles Schwab Investment Management Inc | 1,845,107 | +63,484 |
| Los Angeles Capital Management LLC | 1,714,217 | +1,242,603 |
| Bank of New York Mellon Corp | 1,476,375 | -40,510 |
| Ranmore Fund Management Ltd | 1,400,000 | 0 |
| Framtiden Holdings Management Co LLC | 1,140,000 | +650,000 |
Insiders
10 insiders reported holding 1,111,559 shares in total, about $56.3M at the last price.
| Holder | Shares |
|---|---|
| Jones Jeffrey J IIPresident & CEO, Director | 861,313 |
| Campbell Curtis APresident & CEO, Director | 89,283 |
| Redler Dara SChief Legal & Admin. Officer | 58,236 |
| Mason Tiffany LChief Financial Officer | 32,870 |
| Manuel ScottChief Strategy & Operations Of | 31,422 |
| Darling Mark J.Chief Retail Officer | 21,588 |
| Wasleski April M.VP & Chief Acct Officer | 5,666 |
| Plaines StephanieDirector | 3,727 |
| Breig GeralynDirector | 3,727 |
| Charnaux Christian H.Director | 3,727 |
Questions about HRB
What does H&R Block Inc do?
H&R Block Inc is a company in the Consumer discretionary sector, listed on NYSE as HRB. Its shares trade on NYSE under the ticker HRB.
What is H&R Block Inc's net worth?
H&R Block Inc has a market value (market cap) of $6.2B at the latest share price, and shareholders' equity of -$242.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is H&R Block Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $710.9M on revenue of $4B, a net margin of 17.9%.
How much revenue does H&R Block Inc make?
Over the twelve months to September 30, 2026 H&R Block Inc reported revenue of $4B. That is 5.2% more than a year earlier.
When did H&R Block Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is H&R Block Inc's next earnings report?
H&R Block Inc's next report is expected around February 2, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does H&R Block Inc pay a dividend?
Yes. H&R Block Inc paid dividends of $1.68 per share in fiscal 2026, a yield of 3.32% at the current price.
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Where the numbers come from
Financial figures are the values H&R Block Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.