Block (H.&R.), Inc. SEC Filings

H&R Block reported strong fiscal 2026 third-quarter results, with revenue of $2.40 billion, up 5.3% from a year ago. Growth was driven mainly by higher pricing and volume in U.S. assisted tax preparation, international revenue, and increased Refund Transfer volume.

Net income from continuing operations rose 17.4% to $848.8 million, and diluted EPS from continuing operations increased 24.2% to $6.61, helped by an $84.1 million one-time non-cash tax benefit and share repurchases. Adjusted diluted EPS grew 11.9% to $6.02. EBITDA from continuing operations reached $1.07 billion. The company raised its full-year 2026 outlook, now guiding revenue to $3.910–$3.920 billion, EBITDA to $1.025–$1.035 billion, and adjusted diluted EPS to $5.10–$5.20, implying year-over-year increases at the midpoints. H&R Block also reaffirmed a $0.42 quarterly dividend, highlighted 110% dividend growth since 2016, and expanded its share repurchase capacity by authorizing an additional $100 million, with $700 million remaining under the existing $1.5 billion program and $560.9 million already returned to shareholders year-to-date.

Vanguard Capital Management reported beneficial ownership of 6,625,101 shares of H&R Block Inc common stock, representing 5.22% of the class as of 03/31/2026. The filer reports sole voting power over 970,066 shares and sole dispositive power over all 6,625,101 shares. The filing states these holdings include positions held for Vanguard funds and managed accounts.

H&R Block Inc reported that Vanguard Portfolio Management holds 7,331,183 shares of Common Stock, representing 5.78% of the class. The filing states Vanguard has sole dispositive power over 7,331,183 shares and sole voting power for 58,858 shares. Ownership includes shares held for Vanguard funds and managed accounts.

H&R Block Inc receipt of an amended Schedule 13G/A from The Vanguard Group reports that Vanguard now beneficially owns 0 shares of Common Stock, representing 0% of the class. The filing notes an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries to report separately.

The amendment is signed by Ashley Grim as Head of Global Fund Administration on March 27, 2026. It states Vanguard (including its managed accounts) retains the right to receive dividends or proceeds for holdings it reports and that no single other person holds more than 5% of the class.

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 LLC and Abigail 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.