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.

With a renewed focus on helping small businesses, Block Advisors develops program aimed at alleviating pandemic-related strain on Black small business owners With a renewed focus on helping small businesses, Block Advisors develops program aimed at alleviating pandemic-related strain on Black small business owners

New Study Reveals Ongoing Revenue Woes for Small Businesses, with Black-Owned Businesses Disproportionately Affected from Lingering Pandemic

KANSAS CITY, Mo., Feb. 11, 2021 (GLOBE NEWSWIRE) -- Unlike most countries, American expats, which includes U.S. citizens and permanent residents, still need to file U.S. federal income taxes while living and earning income abroad. Tax filing is especially important for U.S. expats because they can be at risk of penalties, or in some cases, losing their passports if they are not compliant. To help expats meet their filing obligations, H&R Block (NYSE: HRB) today announced a new online do-it-yourself tax software for U.S. expats who want to file on their own.

U.S. expats have tax filing help with H&R Block's new DIY tax software

The short-term operating performance is clouded by Covid-19 and a failed acquisition. The current valuation is undemanding at c. 8x FY21 EV/EBIT and c. 7x FY21 P/E, offering great value for money.

H&R Block Is A Great Value Play With Potential IRR >10%

KANSAS CITY, Mo, Feb. 04, 2021 (GLOBE NEWSWIRE) -- After a challenging 2020, one thing can be very simple for taxpayers this year: getting quick access to money. Last year more than 125 million people received a tax refund, with the average refund amount of more than $2,500. The IRS recently announced that it will not begin processing refunds this year until Feb. 12, leaving people waiting several weeks for their money. However, millions of Americans could get money now. With a Refund Advance loan offered at H&R Block (NYSE:HRB), approved clients can access up to $3500 with 0% interest the same day they file their tax return.

A Refund Advance Loan at H&R Block Could Mean up to $3,500 Today in the Pockets of Hardworking Americans After Filing Their Tax Returns

The companies will select community improvement projects that support neighborhoods and small businesses, positively impacting millions of Americans nationwide The companies will select community improvement projects that support neighborhoods and small businesses, positively impacting millions of Americans nationwide

Nextdoor and H&R Block Team Up Again in 2021 to Connect and Uplift Neighborhoods, Small Businesses Across the Country

Despite an almost 50% rise from its low in March, at the current price of $17.50 per share, we believe H&R Block stock (NYSE: HRB) has significant upside potential. HRB stock has risen from $12 to over $17 off the recent bottom, less than the S&P which increased by over 70% from its lows.

H&R Block Stock Could Jump 30%

Block offers easy in-person and virtual options to get expert help for all tax situations Block offers easy in-person and virtual options to get expert help for all tax situations

Consumers Find Expertise and Care Anywhere for Tax Filing with H&R Block's New Ad Campaign

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H&R Block is the leading "assisted" tax preparation company in the U.S., Canada and Australia.

Investment Note: H&R Block Has Strong Upside Potential

Specially trained tax pros can help explain relief options and tax implications

Block Advisors Small Business Certified Tax Pros Help Small Business Owners Navigate the Current Stimulus Bill

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

H&R Block (HRB) Down 1.3% Since Last Earnings Report: Can It Rebound?

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Many people who filed their 2019 taxes with H&R Block or TurboTax told CNBC Make It that they are experiencing a delay in receiving their payments.

H&R Block and TurboTax customers report issues with second stimulus check deposit

H&R Block and TurboTax have come under fire from irate customers who have accused the tax-preparation giants of meddling with the delivery of their stimulus checks and causing unnecessary delays and confusion. The Internal Revenue Service started sending out the $600 payments last week to eligible Americans, including those who have filed their 2019 income.

H&R Block, TurboTax at center of stimulus check delays and confusion

KANSAS CITY, Mo., Jan. 04, 2021 (GLOBE NEWSWIRE) -- Today, millions of Americans will receive a second stimulus payment as the IRS set January 4 as the official payment date of all direct deposits for stimulus money. The IRS has shared that most people will receive their second stimulus payment as a direct deposit. However, if not, people will receive their second stimulus payment in the mail as either a check or U.S. Treasury debit card, likely by the end of January.

H&R Block Customers: Unsure Where Your Stimulus Money Is? We're Here to Help

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Americans Can Get Answers about Second Stimulus with Help and Resources from H&R Block

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KANSAS CITY, Mo., Dec. 16, 2020 (GLOBE NEWSWIRE) -- In a year like 2020 filled with the unexpected, H&R Block (NYSE: HRB) knows the need for money can arise. Now through January 9, 2021, those who are approved could have access to up to $1,000 with an H&R Block Emerald Advance® line of credit.

In a Year of Unexpected Events, H&R Block Could Fill the Financial Gap

H&R Blocks earnings results were strong and the headline EPS miss should be ignored. The company repurchased 5% for the outstanding shares in a single quarter for $150 million which is a huge positive.

H&R Block: Great Quarter, Questionable Pivot, Still A Buy

Despite a more than 30% rise from its low in March, at the current price of $16 per share, we believe H&R Block stock has further upside potential. HRB stock has increased from $12 to $16 off the recent bottom, much less than the S&P which increased by over 60% from its lows.

Strong Upside Potential For H&R Block Stock?

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H&R Block, Inc. (HRB) Presents at Investor Day - (Transcript)

H&R Blocks (HRB) second-quarter fiscal 2021 revenues increased year over year.

H&R Block's (HRB) Q2 Loss Wider than Expected, Revenues Beat

Shares of H&R Block (NYSE:HRB) fell 0.1% after the company reported Q2 results. Quarterly Results Earnings per share fell 17.20% year over year to ($1.09), which missed the estimate of ($0.94).

News for H&R Block Stock (HRB)