H&R Block

H&R Block, Inc. engages in the provision of tax preparation and other services. The firm offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees. It also develops and markets DIY income tax preparation software online, as well as through third-party retail stores and direct mail, and provides DIY tax services, including federal and state income tax returns, access to tax tips, advice, and tax-related news, use of calculators for tax planning, and error checking and electronic filing. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds, Peace of Mind extended service plans, H&R Block Emerald Advance lines of credit, Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity, refund advance loans, H&R Block Instant Refund, and H&R Block Pay With Refund services. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

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H&R Block reports mixed Q3 results, introduces mobile banking platform

H&R Block's Q3 earnings call revealed mixed results in the assisted business segment, with declines in lower-income segments but growth in higher-value clients. The company's introduction of Spruce, a mobile banking platform, and the focus on attracting Gen Z clients and improving service quality scores in the DIY online segment indicate a strategic shift towards digital innovation and customer-centric initiatives.

H&R Block meets Q2 expectations, focuses on innovation and growth

H&R Block's Q2 performance reflects resilience amidst economic pressures, with notable successes in product launches and revenue growth. Challenges in managing bad debt and slowing revenue growth present areas for improvement. The company's focus on innovation and client engagement positions it well for future opportunities.

H&R Block reports mixed Q3 performance, focuses on long-term growth

H&R Block's Q3 performance showcased growth in key areas but also highlighted challenges in certain segments.
The company's focus on long-term revenue growth and profitability signals a strategic approach to navigate industry dynamics.
With a mix of strengths and challenges, H&R Block aims to capitalize on opportunities for sustainable growth and shareholder value.

H&R Block posts 9% revenue growth in Q4 2023 earnings call

H&R Block's Q4 2023 earnings call highlighted strong financial performance, strategic focus on digital expansion, and plans for future growth. Despite challenges, the company remains resilient and aims to capitalize on opportunities in the tax services industry.

H&R Block reports Q1 revenue growth, focuses on profitability and strategic investments

H&R Block's Q1 2024 performance showed revenue growth in key segments, with a focus on accelerating growth and profitability. Challenges include managing expenses to improve profitability amidst an EBITDA loss. The company is well-positioned to capitalize on opportunities through strategic initiatives and a strong balance sheet.

H&R Block reports solid Q2 results, eyes growth through client experience and strategic acquisitions

H&R Block's Q2 performance showcased revenue growth, strong small business and Wave revenue, and successful loan originations. The company's focus on client experience, capital allocation, and strategic acquisitions positions it well for future growth and value creation.

H&R Block reports robust Q3 earnings, eyes growth in new services

H&R Block's Q3 2024 performance was strong, driven by growth in DIY business and positive trends in new services. While facing challenges in assisted volumes, the company showcased financial resilience and strategic initiatives. Opportunities exist in small business tax, subscription services, and AI tax assist for future growth.

H&R Block reports robust Q4 earnings and optimistic FY '25 outlook

H&R Block's Q4 2024 earnings call showcased strong financial performance and positive outlook for FY '25.
While facing challenges like CFO transition and analyst inquiries, the company aims to capitalize on growth opportunities.
Strategic focus on market share, customer experience, and financial product innovation positions H&R Block for continued success.

H&R Block reports 5% revenue growth in Q1 2025

H&R Block's Q1 performance met expectations with revenue growth and strategic focus.
Despite challenges like increased operating expenses, the company remains resilient.
Opportunities for growth include digital enhancements and customer engagement strategies.
Efforts to support communities impacted by natural disasters were acknowledged.

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H&R Block, Inc. engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

Spruce addresses significant unmet needs around spending, saving, and planning Spruce addresses significant unmet needs around spending, saving, and planning

H&R Block Introduces Spruce Mobile Banking Platform to Help More Americans be Good with Money

KANSAS CITY, Mo., Jan. 13, 2022 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced its 2022 tax season ad campaign showcasing that through a tax season full of complexities, “Help Is Here.”

H&R Block's New Ad Campaign Shows ‘Help Is Here' in Complex Tax Season

KANSAS CITY, Mo., Jan. 11, 2022 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fiscal 2022 second quarter results on Tuesday, February 1, 2022 after the New York Stock Exchange market close. At that time, a copy of the press release will be available on the company's investor relations website at https://investors.hrblock.com/.

H&R Block to Release Fiscal Second Quarter Results on February 1, 2022

Company announces General Counsel and Chief Administrative Officer Tom Gerke to retire after 10 years of service Company announces General Counsel and Chief Administrative Officer Tom Gerke to retire after 10 years of service

Dara Redler to Join H&R Block as new Chief Legal Officer

Three ‘Franchisees of the Year' provide superior business performance Three ‘Franchisees of the Year' provide superior business performance

H&R Block awards innovation, customer experience, and community involvement

Company announces new vice presidents of Government Relations and Technology Company announces new vice presidents of Government Relations and Technology

H&R Block Continues Business Growth with Two New Vice Presidents

Block

U.S. income tax preparation company H&R Block has taken issue with Square's recent name change to Block and has filed a lawsuit in federal court, according to a press release Thursday (Dec. 16). The lawsuit, filed in the U.S. District Court for the Western District of Missouri, alleges that Square's rebranding to Block infringes on […]

H&R Block Files Suit Against Dorsey's Block Over Square Rebrand

Block's chief executive, Twitter co-founder Jack Dorsey, announced the name change earlier this month as the company looked to expand beyond its payment service into new areas, including blockchain.

H&R Block sues Block, formerly Square - over new name

Tax preparation company H&R Block Inc on Thursday sued payment company Block Inc, previously called Square Inc, saying the new name infringed its trademarks.

H&R Block sues Block, formerly Square, over new name

H&R Block is suing Block, the digital payments company previously known as Square, for trademark infringement.

H&R Block is suing Jack Dorsey's Block for trademark infringement

The tax preparation service seeks to keep Block from using the new name.

H&R Block sues over Square's new name 'Block'

Block, Inc. seeks to confuse customers by misappropriating the Block brand name

H&R Block Files Trademark Infringement Lawsuit Against Block, Inc. (formerly Square, Inc.)

Let's see if H&R Block (HRB) stock is a good choice for value-oriented investors right now from multiple angles.

Is H&R Block (HRB) a Suitable Pick for Value Investors Now?

Report highlights stories of American perseverance throughout the COVID-19 pandemic Report highlights stories of American perseverance throughout the COVID-19 pandemic

New H&R Block Insights Report Looks Back at a Year of Americans Changing the Way They Worked and Becoming Smarter with Money

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As of Monday, five stocks that GuruFocus members are shunning over the Christmas holiday are Tesla Inc. ( TSLA , Financial), Amazon.com Inc. ( AMZN , Financial), H&R Block Inc. ( HRB , Financial), Wells Fargo & Co. Inc. ( WFC , Financial) and AbbVie Inc. ( ABBV , Financial).

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H&R Block (HRB) reported earnings 30 days ago. What's next for the stock?

Why Is H&R Block (HRB) Down 4.4% Since Last Earnings Report?

Solid shareholder-friendly measures boost H&R Block (HRB). However, high debt is a concern.

Five-year Strategy Benefits H&R Block (HRB) Amid High Debt

Even after a solid run, H&R Block still trades at a Price/Free Cash Flow of ~8 and is returning the majority of cash to owners. Last quarter, H&R Block retired 6.8 million shares for $166 million at an average price of $24.37.

H&R Block: Revisiting The Thesis, Still A Buy

KANSAS CITY, Mo., Nov. 23, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Chief Financial Officer Tony Bowen will host virtual investor meetings at BMO's 2nd Annual Growth & ESG Conference on Tuesday, December 7, 2021. To request a meeting, please contact your BMO salesperson.

H&R Block to Participate in BMO's 2nd Annual Growth & ESG Conference

KANSAS CITY, Mo., Nov. 04, 2021 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) today announced a new employment agreement with President and Chief Executive Officer Jeff Jones for a second five-year term, through November 4, 2026. The Board of Directors is pleased to enter into a new contract with Jones ahead of its expiration, as it ensures Jones' continued leadership of the Block Horizons 2025 transformation strategy, as well as his strong commitment to H&R Block.

H&R Block Announces New Five-Year Contract for President and CEO Jeff Jones

H&R Block: Substantially Undervalued

Company announces new vice presidents of Financial Services, People and Culture, Global Consumer Tax Company announces new vice presidents of Financial Services, People and Culture, Global Consumer Tax

H&R Block Welcomes Four New Vice Presidents to Leadership Team

H&R Block's (HRB) first-quarter fiscal 2022 revenues beat the Zacks Consensus Estimate.

H&R Block (HRB) Reports Narrower-Than-Expected Loss in Q1

H&R Block, Inc. (HRB) CEO Jeff Jones on Q1 2022 Results - Earnings Call Transcript

KANSAS CITY, Mo., Nov. 02, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2022 first quarter ended September 30, 2021.

News for H&R Block Stock (HRB)