50.98
-3.25%
Close of 9 Nov 2026, in USD
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About H & R Block
From its filings with the US Securities and Exchange Commission
H & R Block is based in Kansas City, Missouri and is incorporated in Missouri. Its shares trade on NYSE under the ticker HRB. The SEC classifies its business as personal services. In the fiscal year to 30 June 2026, it reported revenue of $3.95bn and net income of $733.6m. At that date it held total assets of $3.26bn and shareholders' equity of $117.5m.
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, 2026 can be found in Exhibit 21.
(1) An Assisted tax return is defined as a current or prior year individual or business tax return, including virtual returns, signed by a tax professional and accepted by the client. A DIY online paid return is defined as a current year individual or business tax return that is prepared by the client on our DIY online platform using a paid product and accepted by the client.
(2) See "Non-GAAP Financial Information" in Item 7 for a reconciliation of non-GAAP measures.
Quoted from its 10-K, filed 14 Aug 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Consumer Discretionary
- Industry
- Diversified Consumer Services
- Listed since
- 13 Oct 1969
- Employees
- 4,600
- Website
- hrblock.com ↗
- Head office
- ONE H&R BLOCK WAY, KANSAS CITY, MO, 64105
- Incorporated in
- MO
- Classification
- Services-Personal Services
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. Richard JohnsonIndependent Chairman of the Board, since 2015$311,813
- Mr. Jeffrey JonesPresident, Chief Executive Officer, Director, since 2017$11.0m
- Ms. Tiffany MasonChief Financial Officer$2.4m
- Mr. Curtis CampbellPresident - Global Consumer Tax, Chief Product Officer$2.7m
- Ms. Kellie LogerwellChief Accounting Officer, Vice President$753,912
- Mr. George AgurkisVice President - Government Relations
- Mr. Phillip MillerVice President, Chief Information Security Officer
- Mr. Scott ManuelChief Strategy and Operations Officer$2.4m
- Ms. Dara RedlerChief Legal Officer$2.3m
- Mr. Sean CohanIndependent Director$299,313
- Ms. Anuradha GuptaIndependent Director$311,813
- Ms. Mia MendsIndependent Director$308,813
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 43
- Environment
- 25
- Social
- 35
- Governance
- 71
- Direct emissions (scope 1)
- 22,993 t
- Energy emissions (scope 2)
- 50,730 t
- Value chain emissions (scope 3)
- 228,977 t
- Women in the workforce
- 75.9%
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- H & R Block Inc has several strengths that contribute to its success in the tax preparation industry. Firstly, the company has a well-established brand name and a strong reputation for providing reliable tax services. This gives it a competitive advantage over newer players in the market. Secondly, H & R Block has a vast network of conveniently located physical offices, making it easily accessible for customers across different locations. This extensive presence enables the company to cater to a wide customer base.
Weaknesses
- Despite its strengths, H & R Block Inc also faces certain weaknesses that could potentially hinder its growth. One weakness is its heavy dependence on seasonal revenue derived primarily from tax season services. This dependence makes the company vulnerable to fluctuations in the market and economic conditions. Additionally, H & R Block's focus on traditional offline tax preparation methods may limit its ability to compete effectively in the increasingly digitalized industry. Embracing digital platforms could help overcome this weakness.
Opportunities
- H & R Block Inc has several opportunities it can leverage to expand its business and increase its market share. One opportunity is the growing demand for online tax filing services. By investing in user-friendly, secure, and efficient online platforms, the company can tap into this market segment and attract customers who prefer the convenience of digital tax preparation. Furthermore, H & R Block can explore partnerships or acquisitions to expand its range of financial services beyond tax preparation, diversifying its revenue streams.
Threats
- While H & R Block Inc faces opportunities, it also encounters various threats that could negatively impact its performance. One major threat is intense competition from both traditional tax preparation firms and emerging online tax service providers. This increased competition puts pressure on pricing and could potentially lead to market share loss. Another threat lies in the ever-changing tax regulations and laws, which require the company to continuously update its expertise and adapt its services accordingly. Failure to keep pace with these changes could impair its ability to provide accurate and up-to-date tax advice.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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