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H&R Block Inc reported that Chief Legal & Administrative Officer Dara S. Redler acquired 17,271 shares of common stock on August 12, 2026 through the vesting of previously awarded performance share units. These shares vested after the Compensation Committee determined that performance criteria had been satisfied and remain subject to Redler’s continued service through August 31, 2026. Following this award, Redler directly holds 60,628.697 shares of H&R Block common stock.
Darling Mark J. reported acquisition or exercise transactions in this Form 4 filing.
H&R Block Inc Chief Retail Officer Mark J. Darling reported an award of 4,429 shares of Common Stock on August 12, 2026. The shares vested from previously granted performance share units after the Compensation Committee determined that performance criteria were satisfied and remain subject to Darling’s continued service through August 31, 2026. Following this award, his directly held position increased to 22,318.146 shares of Common Stock.
H&R Block, Inc. reported that directors Robert A. Gerard and Matthew E. Winter each notified the Board on August 12, 2026 of their intention to retire from the Board and not stand for re-election at the 2026 Annual Meeting of Shareholders.
The company states that their decisions are not the result of any disagreement with H&R Block regarding operations, policies, or practices. Both directors will continue to serve until the Annual Meeting in November 2026. Board Chairman Richard A. Johnson highlighted Gerard’s long tenure as Chairman and Winter’s leadership of the Compensation Committee, emphasizing their significant contributions to governance, executive compensation, and leadership oversight.
H&R Block, Inc. reports solid fiscal 2026 results built on its global tax preparation and small-business solutions franchise. The company prepared 11.3 million U.S. assisted returns and 3.6 million paid DIY online returns, generating $3.95 billion in consolidated revenue. Net income from continuing operations was $736.3 million, EBITDA from continuing operations was $1.06 billion, and diluted EPS from continuing operations reached $5.69.
Capital returns to shareholders were significant: H&R Block repurchased 10.5 million shares and declared dividends of $1.68 per share, a 12.0% increase over the prior year. As of June 30 2026, the aggregate market value of common stock held by non‑affiliates was $5.48 billion, with 123,265,922 shares outstanding at July 31 2026.
The company operates a single reportable segment spanning assisted and DIY tax services, financial products (including Refund Transfers, Emerald Card and Refund Advance loans), and small‑business offerings under Block Advisors and Wave. Management highlights strong human‑capital focus, a seasonal workforce peaking at about 73,400 people, and an enterprise risk management framework that addresses strategic, operational, regulatory, cybersecurity, and technology risks, including emerging artificial‑intelligence related threats.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of H&R Block Inc. common stock. They collectively beneficially own 9,616,406 shares, representing 7.59% of the outstanding common stock as of June 30, 2026.
Both entities report shared voting power over 9,470,520 shares and shared dispositive power over 9,616,406 shares, with no sole voting or dispositive power. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and the Schedule 13G is filed on behalf of both.
H&R Block, Inc. reported fiscal 2026 results showing higher profitability and cash generation alongside continued shareholder returns. Total revenue was $3.95 billion, up 4.9%, driven mainly by higher net average charge and volume in U.S. assisted tax preparation, international growth, and increased Wave subscription and payments revenue. Total operating expenses rose 3.6% to $3.04 billion, reflecting higher field wages, occupancy, and technology spending.
Net income from continuing operations increased 20.8% to $736.3 million, and diluted EPS from continuing operations grew 28.7% to $5.69, aided by an $84.1 million one-time non-cash tax benefit that added $0.65 to EPS. Adjusted net income from continuing operations rose 6.9% to $688.0 million, with adjusted diluted EPS up 13.9% to $5.31. Operating cash flow strengthened 23% to $838.7 million.
The company maintained an active capital return program, repurchasing 10.5 million shares (7.9% of shares outstanding) for $500.3 million and returning $713.7 million in total via dividends and buybacks. The Board approved a 10% increase in the quarterly dividend to $0.46 per share, payable October 6, 2026. For fiscal 2027, management targets revenue of $4.11–$4.16 billion, adjusted EBITDA of $1.11–$1.14 billion, an effective tax rate of about 23%, and adjusted diluted EPS of $6.04–$6.24.
Vanguard Portfolio Management LLC filed an amended Schedule 13G for H&R Block Inc, reporting beneficial ownership of 6,310,983 shares of common stock, representing 4.97% of the class as of June 30, 2026. Vanguard has sole voting power over 100,333 shares and sole dispositive power over all 6,310,983 shares, with no shared voting or dispositive power. The filing explains that the reported holdings include securities over which Vanguard Portfolio Management LLC and certain affiliated entities exercise dispositive and/or voting power, and confirms that no other single person has an interest in more than 5% of the class through these holdings.
H&R Block Inc. President & CEO Curtis A. Campbell reported a tax-withholding disposition of 11 shares of common stock on July 8, 2026 at $39.83 per share. This reflects shares delivered to cover tax obligations rather than an open-market sale. After this transaction, Campbell directly holds 42,987.261 shares of H&R Block common stock.
H&R Block President & CEO Curtis A. Campbell reported a small, routine share disposition related to taxes. On June 3, 2026, 1,016 shares of H&R Block common stock were used to satisfy tax obligations at a value of $37.96 per share. This was classified as a tax-withholding disposition rather than an open-market sale. After this transaction, Campbell directly held about 42,558.282 shares of H&R Block common stock.
H&R Block delivered stronger seasonal results for the quarter ended March 31, 2026. Revenue rose to $2.40 billion, up 5.3% year over year, led by a 6.5% increase in U.S. assisted tax preparation revenue from higher pricing and volumes.
Net income from continuing operations reached $848.8 million versus $722.9 million, and diluted EPS from continuing operations climbed to $6.61 from $5.32. The effective tax rate fell to 16.5% for the quarter and 8.1% for the nine‑month period, helped by an $84.1 million discrete tax benefit from settling an IRS examination.
For the nine months, revenue grew 5.7% to $2.80 billion, while EBITDA from continuing operations improved to $636.4 million. The company generated $586.7 million in operating cash flow, paid $157.8 million in dividends, repurchased $400.1 million of stock, ended with $867.0 million of cash, and maintained access to a $1.5 billion undrawn credit facility.