Welcome to our dedicated page for Block (H.&R.) SEC filings (Ticker: HRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The H&R Block, Inc. (NYSE: HRB) SEC filings page on Stock Titan provides a centralized view of the company’s regulatory disclosures, drawn in real time from the SEC’s EDGAR system. As a Missouri-incorporated public company with common stock listed on the New York Stock Exchange, H&R Block files a range of documents that give investors detailed insight into its tax preparation, financial services, and small-business operations.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, where H&R Block discusses its U.S. tax preparation and related services, financial services tied to Emerald Card, Spruce, and Emerald Advance, international operations, and Wave small-business revenue. These reports also describe seasonality, operating expenses, non-GAAP measures such as adjusted earnings per share and EBITDA from continuing operations, and risk factors relevant to the business.
Current reports on Form 8-K document material events such as earnings releases, dividend declarations, debt offerings by Block Financial LLC, leadership transitions, and changes in key accounting roles. For example, recent 8-K filings describe the issuance of senior notes due 2032 guaranteed by H&R Block, the approval of dividend increases, and updates to executive and accounting leadership positions.
Definitive proxy statements on Schedule 14A (DEF 14A) provide information on corporate governance, board composition, executive compensation programs, and matters submitted to shareholder vote at the annual meeting, including director elections, auditor ratification, and advisory votes on named executive officer compensation.
On Stock Titan, AI-powered tools summarize lengthy filings such as 10-Ks, 10-Qs, and 8-Ks into accessible highlights, helping readers quickly understand revenue drivers, capital allocation decisions, governance changes, and key risks without reading every page. The platform also surfaces insider-related disclosures and voting results reported under Form 8-K and proxy materials, giving a clearer view of how management and the board interact with shareholders.
By using this HRB filings page, investors can efficiently review H&R Block’s official regulatory record, from financial performance and capital structure to governance practices and executive transitions, with AI-generated explanations that clarify complex accounting and legal language.
H&R Block reported its usual seasonal loss for the quarter ended December 31, 2025, but with higher revenue and slightly improved year‑to‑date results. Quarterly revenue rose 11.1% to $198.9 million, and six‑month revenue grew 7.9% to $402.4 million, driven by assisted and DIY tax preparation and Wave small‑business services.
Net loss from continuing operations was $241.6 million for the quarter and $406.9 million for six months, with diluted loss per share of $1.91 and $3.16, respectively. EBITDA from continuing operations was $(265.8) million for the quarter and $(435.9) million year‑to‑date, reflecting the off‑season nature of the business.
The company continued heavy capital returns and balance sheet activity. It repurchased $400.1 million of stock at an average $50.90 per share and paid $104.6 million in dividends in six months, while issuing $350.0 million of 5.375% Senior Notes due 2032 and redeeming its 2025 notes. H&R Block also extended its $1.5 billion unsecured credit line to 2030, ending the quarter with $349.2 million of cash and $2.44 billion of long‑term debt, and a stockholders’ equity deficit largely driven by buybacks and seasonal losses.
FMR LLCAbigail P. Johnson report beneficial ownership of H&R Block common stock on an amended Schedule 13G as of December 31, 2025. They disclose beneficial ownership of 14,567,340.88 shares, representing 11.5% of the outstanding common stock.
FMR LLC reports sole voting power over 10,269,437.64 shares and sole dispositive power over 14,567,340.88 shares, with no shared voting or dispositive power. The filers certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of H&R Block.
H&R Block, Inc. filed a current report to note that it released its financial results for the fiscal quarter ended December 31, 2025. The company issued a press release on February 3, 2026 detailing its operations and financial condition for that quarter, furnished as Exhibit 99.1.
H&R Block director Stephanie Plaines received an equity award of 3,727 shares of common stock on January 22, 2026. The shares were granted at a price of $0.0000 per share as director restricted share units (DRSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan.
The DRSUs fully vest on the first anniversary of the grant date, as long as she continues serving as a director through that vesting date. After vesting, she may choose to receive the underlying common shares immediately or defer receipt until six months after her service as a director ends. Following this grant, she beneficially owns 3,727 shares directly.
H&R Block director Christian H. Charnaux received an equity award of 3,727 shares of common stock on January 22, 2026. The Form 4 shows the shares as acquired at a price of $0.0000 per share, reflecting a grant rather than an open‑market purchase. Following the transaction, Charnaux beneficially owns 3,727 shares directly.
The award was made in the form of director restricted share units (DRSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan. These DRSUs fully vest on the first anniversary of the grant date, as long as the director continues to serve on the board through that date. Each director may choose to receive the underlying common shares immediately upon vesting or defer receipt until the six‑month anniversary of termination of service as a director.
H&R Block director Geralyn Breig received an equity award of 3,727 shares of common stock on
According to the footnote, this award represents director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The DRSUs fully vest on the first anniversary of the grant date, if she continues to serve as a director through that vesting date. Each director can elect to receive the underlying common shares either immediately upon vesting or defer receipt until the six-month anniversary of ending service on the board.
H&R Block director Geralyn Breig filed an initial ownership report with regulators. This Form 3 states that, as of the event date of 01/20/2026, she is a director of H&R Block, Inc. and that no securities are beneficially owned. The filing also includes a power of attorney authorizing a representative to sign on her behalf.
H&R Block Inc. director Christian H. Charnaux filed an initial statement of beneficial ownership on Form 3 in connection with his role as a director of the company. The event date is listed as 01/20/2026, and the filing states in the remarks that no securities are beneficially owned. The form is filed for a single reporting person and includes a power of attorney authorizing the signatory.
H&R Block Inc. director files initial ownership report showing no holdings
H&R Block Inc. director Stephanie Plaines filed an initial ownership report as a company insider. The filing states that no non-derivative or derivative securities of H&R Block Inc. are beneficially owned. The form is filed by a single reporting person and is signed under a power of attorney, confirming her current starting point of zero reported ownership in the company’s stock or related derivative securities.
H&R Block, Inc. expanded its Board of Directors from eight to eleven members and elected Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines effective January 20, 2026. Mr. Charnaux and Ms. Plaines joined the Audit Committee, while Ms. Breig joined both the Compensation Committee and the Governance and Nominating Committee.
The new directors will participate in the company’s standard non-employee director compensation program, including an annual cash retainer of $85,000 and director restricted share units valued at $200,000, both prorated for their current term. Committee service adds annual cash retainers of $15,000 for Audit, $10,000 for Compensation, and $7,500 for Governance and Nominating roles, also prorated.
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