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.
H&R Block, Inc. filings document formal disclosures for an operating company centered on tax preparation, financial products, and small-business services. Recent Form 8-K reports furnish quarterly operating results and financial-condition updates, including activity in U.S. assisted tax preparation, digital filing, international revenue, Refund Transfer volume, Wave, outlook commentary, and capital actions such as share repurchase plans.
The company’s proxy and governance filings cover director elections, independent auditor ratification, advisory executive-compensation votes, board committee structure, officer appointments, and compensation arrangements. These records also describe shareholder voting matters and governance practices for the Missouri-incorporated public company traded under the HRB symbol.
H&R Block, Inc. reports a single operating segment providing assisted and DIY tax preparation, small business solutions and financial products across the U.S., Canada and Australia. Public-market metrics include $7,028,811,568 aggregate market value held by non-affiliates and 133,947,444 shares outstanding. Operating cash flow was $680.9 million for fiscal 2025 versus $720.9 million a year earlier. Investing used $105.4 million and financing used $647.4 million, driven by higher share repurchases and dividends; dividends paid were $197.3 million (FY2025). Capital expenditures were $82.0 million; purchases of businesses totaled $35.5 million. The company extended its $1.5 billion committed revolving credit facility to July 11, 2030 and had no balance outstanding at June 30, 2025. Management attests that internal control over financial reporting is effective and Deloitte & Touche LLP issued unqualified audit opinions. The filing discloses material risks including regulatory and privacy/data security risks, seasonality of cash flows, and sensitivity of goodwill, tax and litigation estimates.
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.