H&R Block Inc (HRB)

Industry Personal Services
This stock can be held in an Investment ISA and an Investment Account
Sell

$57.33

Buy

$69.00

arrow-up$0.44 (+0.72%)

H&R Block Inc is a consumer tax services provider. It provides assisted income tax return preparation, digital do-it-yourself tax solutions and other services and products related to income tax return preparation to the public in the United States.
Prices updated at 08 May 2025, 00:36 EDT
| Prices minimum 15 mins delay
|
Prices in USD
S&P 500
arrow-up0.43%
NYSE
Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
Our Investment Fees and Charges.
Sector
Consumer Cyclical
Industry
Personal Services
Chairman
Mr. Robert A. Gerard
CEO
Mr. Jeffrey J. Jones, II
Most recent earnings
30 Jun 2024
Fiscal year end
30 Jun 2024
Employees
4,200
Head office
One H&R Block Way
Kansas City
United States
64105
mobile
+1 816 854-3000
letter
investorrelations@hrblock.com
computer
Company website

Key personnel

Owner nameSalaryBonusAll other compensationTotal compensationRestricted stock award
Ms. Tiffany L. Mason
Chief Financial Officer
-----
Mr. Robert A. Gerard
Chairman of the Board
0.10m--0.50m-
Ms. Victoria J. Reich
Independent Director
0.13m--0.32m-
Mr. Richard A. Johnson
Independent Director
0.11m--0.31m-
Mr. Matthew E. Winter
Independent Director
0.13m--0.32m-
Mr. Jeffrey J. Jones, II
Director, President and Chief Executive Officer
1.00m--9.88m-
Ms. Kellie J. Logerwell
Vice President and Chief Accounting Officer
0.29m--0.75m-
Mr. Curtis A. Campbell
President, Global Consumer Tax and Chief Product Officer
0.05m0.20m-0.67m-
Ms. Anuradha Gupta
Independent Director
0.12m--0.31m-
Ms. Mia F. Mends
Independent Director
0.11m--0.31m-
Mr. Sean H. Cohan
Independent Director
0.10m--0.30m-
Ms. Dara S. Redler
Chief Legal Officer
0.52m--2.13m-

Top 5 shareholders

Owner nameNo. of sharesShare as % of port.Last changePortfolio % changeDate of portfolio% Total assets
FMR LLC18,932,442--2656391-12.30446830 Apr 202513.81
BlackRock Inc16,440,6420.017582637391.63034330 Apr 202512.28
FMR Inc14,408,9910.04544-4523454-23.89260330 Apr 202510.77
Fidelity Management and Research Company14,408,9910.04544-4523454-23.89260330 Apr 202510.77
Vanguard Group Inc14,253,2760.01312359450.25282530 Apr 202510.65

Director dealings

DateActionNamePriceValueNo. of sharesHolding (%)Additional info
06 Nov 2024-Mr. Robert A. Gerard--303,983--
06 Nov 2024-Ms. Victoria J. Reich--109,326--
06 Nov 2024-Mr. Richard A. Johnson--79,112--
06 Nov 2024-Mr. Matthew E. Winter--53,638--
06 Nov 2024-Ms. Anuradha Gupta--38,270--
06 Nov 2024-Ms. Mia F. Mends--23,827--
06 Nov 2024-Mr. Sean H. Cohan--23,827--
16 Sep 2024-Ms. Kellie J. Logerwell64.41515,28118,474--
31 Aug 2024-Mr. Jeffrey J. Jones, II--1,078,195--
31 Aug 2024-Mr. Jeffrey J. Jones, II63.3111,098,496902,891--
03 Sep 2024-Mr. Jeffrey J. Jones, II63.07613,167893,169--
31 Aug 2024-Mr. Tony G. Bowen63.313,177,71989,341--
31 Aug 2024-Ms. Kellie J. Logerwell63.31518,69926,474--
31 Aug 2024-Ms. Kellie J. Logerwell--34,667--
31 Aug 2024-Ms. Tiffany L. Mason--7,187--
31 Aug 2024-Mr. Curtis A. Campbell--15,270--
31 Aug 2024-Ms. Dara S. Redler--28,701--
31 Aug 2024-Ms. Dara S. Redler63.31163,27626,122--
19 Aug 2024-Mr. Tony G. Bowen65.175,165,59490,095--
19 Aug 2024-Ms. Kellie J. Logerwell65.00639,99025,028--
Please note that past performance is not a reliable indicator of future returns.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
© Copyright 2025 Morningstar. All rights reserved.