Company H&R Block, Inc.

Equities

HRB

US0936711052

Personal Services

Delayed Nyse 04:00:02 2024-03-28 pm EDT 5-day change 1st Jan Change
49.11 USD +0.92% Intraday chart for H&R Block, Inc. +1.87% +1.53%

Business Summary

H&R Block, Inc. is engaged in providing tax preparation services, financial products, and small business solutions. The Company provides assisted and do-it-yourself (DIY) tax return preparation solutions through multiple channels, including in-person, online and mobile applications, virtual, and desktop software and distributes H&R Block-branded services and products. It also offers small business financial solutions through its Company-owned and franchise offices and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), H&R Block Emerald Advance Lines of Credit (EA), Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. The RTs enable clients to receive their tax refunds by their chosen method of disbursement and include a feature enabling clients to deduct tax preparation and related fees from their tax refunds.

Number of employees: 4,000

Sales per Business

USD in Million2022Weight2023Weight Delta
Assisted Tax Preparation
62.4 %
2,095 60.5 % 2,167 62.4 % +3.46%
Do It Yourself Tax Preparation
9.1 %
319 9.2 % 315 9.1 % -1.36%
International
6.8 %
231 6.7 % 235 6.8 % +1.64%
Royalties
6.1 %
225 6.5 % 211 6.1 % -6.49%
Refund Transfers
4.1 %
163 4.7 % 143 4.1 % -12.02%
Peace of Mind Extended Service Plan
2.7 %
95 2.7 % 95 2.7 % +0.57%
Wave
2.6 %
81 2.3 % 90 2.6 % +11.55%
Emerald Card and Spruce
2.4 %
125 3.6 % 85 2.4 % -32.52%
Interest and Fee Income on Emerald Advance
1.4 %
44 1.3 % 48 1.4 % +8.12%
Other
1.3 %
46 1.3 % 45 1.3 % -1.54%
Tax Identity Shield
1.1 %
39 1.1 % 38 1.1 % -2.17%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
93.2 %
3,232 93.3 % 3,237 93.2 % +0.16%
International
6.8 %
231 6.7 % 235 6.8 % +1.64%

Managers

Managers TitleAgeSince
Chief Executive Officer 56 17-10-08
Director of Finance/CFO 49 03-12-31
Chief Tech/Sci/R&D Officer - 21-10-31
Chief Tech/Sci/R&D Officer - 18-10-31
Chief Tech/Sci/R&D Officer - 11-12-31
Investor Relations Contact - 21-05-14
Corporate Officer/Principal - 23-08-02
Corporate Secretary - 22-03-01
General Counsel - 21-12-16
General Counsel - 22-01-16

Members of the board

Members of the board TitleAgeSince
Director/Board Member 66 11-08-31
Director/Board Member 66 15-09-09
Chairman 79 06-12-31
Director/Board Member 67 17-11-02
Director/Board Member 49 21-03-31
Director/Board Member 48 21-03-31
Chief Executive Officer 56 17-10-08
Director/Board Member 55 19-11-06
Director/Board Member 55 20-09-09

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 170,917,266 138,044,022 ( 80.77 %) 31,396,591 ( 18.37 %) 80.77 %

Shareholders

NameEquities%Valuation
Fidelity Management & Research Co. LLC
15.47 %
21,585,322 15.47 % 1 057 M $
BlackRock Advisors LLC
12.35 %
17,230,649 12.35 % 843 M $
Vanguard Fiduciary Trust Co.
10.49 %
14,641,461 10.49 % 717 M $
5,468,212 3.919 % 268 M $
Lazard Asset Management LLC
3.396 %
4,737,835 3.396 % 232 M $
Charles Schwab Investment Management, Inc.
2.707 %
3,776,597 2.707 % 185 M $
Wellington Management Co. LLP
2.294 %
3,200,119 2.294 % 157 M $
Fuller & Thaler Asset Management, Inc.
1.878 %
2,620,088 1.878 % 128 M $
Boston Partners Global Investors, Inc.
1.801 %
2,512,092 1.801 % 123 M $
Dimensional Fund Advisors LP
1.770 %
2,469,698 1.770 % 121 M $

Company contact information

H&R Block, Inc.

One H&R Block Way

64105, Kansas City

+816 854 3000

http://www.hrblock.com
address H&R Block, Inc.(HRB)

Group companies

NameCategory and Sector
H&R Block Management LLC
Other Consumer Services

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
49.11 USD
Average target price
49.67 USD
Spread / Average Target
+1.13%
Consensus