H&R Block, Inc. reports developments across its tax preparation, financial products, and small-business services business. Recurring updates cover assisted tax preparation, digital do-it-yourself filing, AI-enabled tax tools, changes in tax rules affecting filers, and seasonal operating results across U.S. assisted, DIY, international, Refund Transfer, and Wave activity.
The company also issues updates on capital allocation, including quarterly dividends and share repurchases, and on products tied to year-round money management and small-business support. Its brands and platforms include Spruce, Block Advisors, and Wave, which provide mobile banking, bookkeeping, payroll, advisory, and payment-processing services alongside the company’s core tax offerings.
H&R Block (NYSE: HRB) will release fiscal 2026 first quarter results on Thursday, November 6, 2025 after the NYSE market close. A press release and presentation will be posted on the company's investor relations website.
A conference call for analysts, institutional investors, and shareholders is scheduled for 4:30 p.m. Eastern time on November 6, 2025; participants must register to receive a dial‑in number and unique PIN. The call will include results, outlook, and a general business update.
The event will be webcast in a listen‑only format for media and the public and will be available for replay beginning two hours after the call and continuing for 90 days.
H&R Block (NYSE:HRB) has launched the Saving Surge Sweepstakes through its mobile banking app Spruce, offering nearly $5,000 in total prizes to encourage better saving habits. Running from September 2025 to February 2026, the initiative will award four winners monthly - one $500 prize and three $100 prizes.
Customers can earn up to five entries per month by completing saving actions like setting up auto-transfers or depositing money in $10 increments into their Spruce Savings Account. The program complements Spruce's existing features, including a high-yield 3.50% APY savings account and budgeting tools, addressing the needs of the 70% of Americans identified as financially coping or vulnerable.
H&R Block (NYSE:HRB) has announced the winners of its second annual Fund Her Future grant program, awarding $100,000 in total grants to six women-owned small businesses. The program, which received over 8,000 applications (a 30% increase from last year), includes one $50,000 grant and five $10,000 grants, plus one year of Block Advisors small business services.
The main recipient, Rebel Nell, transforms graffiti into jewelry while providing employment and support for women facing barriers. The five $10,000 grant winners include businesses focused on mosquito protection clothing, food-based calcium supplements, sustainable wine, shea butter body care supporting girls in Ghana, and Latin American-inspired healthy food products.
Each recipient will receive comprehensive business services including bookkeeping, payroll, tax preparation, and business formation assistance from Block Advisors.
H&R Block (NYSE:HRB) reported strong fiscal 2025 results, with revenue growing 4.2% to $3.8 billion and earnings per share increasing 6.8% to $4.42. The company's performance was driven by higher net average charge (NAC) and increased company-owned return volumes.
Key highlights include a 12% increase in quarterly dividend to $0.42 per share and the repurchase of approximately 6.5 million shares (4.7% of shares outstanding) at $400.1 million. Total shareholder returns reached $600 million through dividends and buybacks.
For fiscal 2026, H&R Block projects revenue between $3.875-$3.895 billion, EBITDA of $1.015-$1.035 billion, and adjusted EPS of $4.85-$5.00, with an expected tax rate of approximately 25%.
H&R Block (NYSE:HRB) announced a leadership transition as CEO Jeffrey J. Jones II plans to retire on December 31, 2025, after an eight-year tenure. Curtis Campbell, currently President of Global Consumer Tax and Chief Product Officer, will succeed as CEO effective January 1, 2026.
Under Jones' leadership, HRB achieved significant milestones including a 123% stock price increase, market cap growth from $5.5B to $7.4B, and returned over $4.0B in capital to shareholders through a 70% dividend increase and 40% share repurchase. Jones will remain on the Board until year-end and serve as Strategic Advisor through September 2026.
The succession follows a comprehensive planning process, with Campbell's appointment receiving unanimous Board support. Notable achievements during Jones' tenure include the implementation of Upfront Transparent Pricing, Block Horizons strategy, and AI Tax Assist initiatives.
H&R Block (NYSE:HRB) has announced key leadership appointments to strengthen its technology and operations teams. Jason Lenhart joins as Senior Vice President and Chief Technology Officer, bringing expertise from JetBlue and HBO Max, while Monika Mehrotra takes the role of Senior Vice President, Operations & Technology, leveraging her experience from TransUnion.
The company has also added several vice presidents across various departments: Brendan Mulryan (Customer Care), Ian Campbell (Assisted Tax Products), Keith Miller (Real Estate), Jessica Hazel (Investor Relations), and Brandy King (Corporate Communications). These appointments aim to accelerate H&R Block's transformation and enhance its financial services offerings.
H&R Block (NYSE:HRB) has scheduled its fourth quarter and fiscal 2025 full year results announcement for Tuesday, August 12, 2025, after market close. The company will host a conference call at 4:30 p.m. Eastern time to discuss business updates, fiscal 2025 results, and fiscal 2026 outlook.
The earnings materials, including press release and presentation, will be available on the company's investor relations website. Analysts, institutional investors, and shareholders can participate in the call by pre-registering to receive dial-in details. A webcast will also be available for media and public viewing, with replay access for 90 days.
H&R Block (NYSE: HRB) reported strong fiscal 2025 third quarter results with notable growth across key metrics. The company achieved revenue growth of 4.2% to $2.3 billion, driven by increased net average charge and higher company-owned return volumes. Net income from continuing operations rose 4.5% to $722.9 million, while earnings per share grew 9.2% to $5.32.
The company maintained its shareholder-friendly capital allocation strategy, announcing a quarterly dividend of $0.375 per share and completing share repurchases of 6.5 million shares at $400 million. Since 2016, H&R Block has returned over $4.5 billion to shareholders and bought back 43% of outstanding shares.
Management reaffirmed its FY2025 outlook, projecting revenue between $3.69-$3.75 billion and EBITDA of $975 million to $1.02 billion, with adjusted EPS expected at $5.15-$5.35.
H&R Block (NYSE: HRB) has declared a quarterly cash dividend of $0.375 per share, scheduled for payment on July 3, 2025, to shareholders of record as of June 4, 2025. The company has maintained an impressive track record of consistent quarterly dividend payments for over 60 years since going public in 1962. Notably, H&R Block has demonstrated strong shareholder value creation, growing its dividend by 88% since 2016 and returning more than $4.4 billion to shareholders through a combination of dividends and share repurchases.
H&R Block has launched the second annual Fund Her Future grant program through Block Advisors, accepting applications from April 28 to May 30, 2025. The program will award $100,000 in total funding plus business services valued at $30,000 to six women-owned small businesses.
The initiative addresses significant challenges faced by female entrepreneurs, as revealed in the 2024 State of Women's Small Business Report: 42% of women business owners face loan rejection, and 90% rely on personal finances due to funding access.
The 2025 program structure includes:
- One grand prize of $50,000
- Five additional grants of $10,000 each
- All winners receive one year of Block Advisors business services
Success stories from 2024 include Heather Jiang's Allégorie, which saw 50% increased website traffic, Erica Cole's No Limbits launching in Walmart, and Ameka Coleman's Strands of Faith achieving 400% revenue growth in healthcare networks.