Every 8-K that H&R Block, Inc. (HRB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HRB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HRB filings page.
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. 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.
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.
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, 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.
H&R Block (HRB) reported results from its 2025 annual meeting held on November 5, 2025. Shareholders elected eight directors to one-year terms and ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending June 30, 2026.
Auditor ratification received 112,261,671 votes for, with 655,341 against and 271,933 abstentions. The advisory vote on named executive officer compensation passed with 99,595,441 votes for, 3,305,513 against, and 345,602 abstentions. Director nominees each received strong support; for example, Jeffrey J. Jones II received 102,016,216 votes for, while Mia F. Mends received 102,464,635 votes for. Broker non-votes on relevant items totaled 9,942,389.
These outcomes confirm the board slate, auditor selection, and compensation program as supported by voting shareholders.
H&R Block (HRB) reported that it furnished a press release covering results for the fiscal quarter ended September 30, 2025. The disclosure was made via a current report and the press release was included as Exhibit 99.1.
This is an administrative update that directs readers to the company’s detailed results in the attached press release. The filing does not itself provide financial figures or guidance; investors typically look to the accompanying exhibit for metrics and commentary on performance and outlook.
H&R Block, Inc. reported updated compensation details for April M. Wasleski, who was previously appointed Vice President and Chief Accounting Officer. On September 15, 2025, the Board’s Compensation Committee approved an annual base salary of $255,000 for Ms. Wasleski in connection with this role.
She will participate in the company’s short term incentive program with a target bonus equal to 50% of her annual base salary for the fiscal year ending June 30, 2026, and will be eligible for future equity grants under the long term incentive program. In addition, she will receive a promotional long term incentive award of restricted share units valued at $163,770, with a grant date of November 1, 2025.
H&R Block, Inc. disclosed the execution of a material definitive agreement that creates a direct financial obligation or an off-balance sheet arrangement for the company. The filing references an Officers' Certificate that includes the form of Notes and notation of Guarantees, and it states that an opinion of counsel addressing the validity of the Notes and Guarantees is included as an exhibit. The filing lists Exhibits 4.1, 4.2, and 5.1 as the supporting documents for the agreement and legal opinion. The disclosure signals a new financing instrument and associated legal guarantees have been documented and filed.
H&R Block, Inc., through its subsidiary Block Financial LLC, entered into an underwriting agreement to issue and sell $350.0 million principal amount of 5.375% Notes due 2032, which will be fully and unconditionally guaranteed by H&R Block. The notes are being sold to underwriters led by J.P. Morgan Securities LLC, PNC Capital Markets LLC, and U.S. Bancorp Investments, Inc., with closing expected on August 26, 2025.
The notes offering is registered under the Securities Act pursuant to an automatic shelf registration statement on Form S-3ASR, supplemented by a prospectus supplement dated August 19, 2025. The underwriting agreement includes customary representations, warranties, covenants, closing conditions, indemnification, termination rights, and other standard provisions for this type of debt issuance.
H&R Block, Inc. reported a planned leadership change in its accounting function. Vice President and Chief Accounting Officer Kellie J. Logerwell informed the company on August 13, 2025 of her intention to retire, effective October 24, 2025. The company stated that her decision to retire is not due to any disagreement regarding its operations, policies, or practices.
April M. Wasleski, currently Director of Accounting and an employee of H&R Block and its subsidiaries for over 13 years, will become Vice President and Chief Accounting Officer on October 24, 2025. Her prior roles include Director of Finance and Director of Financial Reporting and Accounting Research, and she previously worked at Ernst & Young LLP through May 2011. Her compensation for the new role will be determined later by the Compensation Committee, and she is expected to enter into the company’s standard restrictive covenant and indemnification agreements for senior executives.
H&R Block filed an 8-K reporting that it issued a press release with results for the fiscal year ended June 30, 2025 and that its Board approved a 12% increase in the quarterly dividend to $0.42 per share. The Board declared the dividend payable on October 6, 2025 to shareholders of record as of September 4, 2025. The press release is furnished as Exhibit 99.1 to the filing.
The disclosure confirms a concrete cash-return action by the Board but the 8-K text does not include the underlying financial line items; readers must consult Exhibit 99.1 for the detailed fiscal 2025 results.
H&R Block announced a planned CEO transition. Jeffrey J. Jones II will retire as President and Chief Executive Officer effective December 31, 2025, and will serve as an employee Strategic Advisor through September 2, 2026. The Board has named Curtis A. Campbell, currently President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones and to join the Board upon Mr. Jones' retirement.
Mr. Campbell, age 52, joined H&R Block in May 2024 after leadership roles at TaxAct, Capital One and Intuit. His compensation as CEO, effective January 1, 2026, includes a $995,000 annual base salary, a target short-term incentive of 125% of base salary (prorated to 110% for fiscal 2026), an off-cycle long-term incentive award with a grant date fair value of $2.15 million (reflecting an annualized $6.0 million LTI), and severance protections equal to two times base salary and two times annual STI under certain termination scenarios.