Company profile

Jeffrey J. Jones
Incorporated in
Fiscal year end
IRS number

HRB stock data



17 Jun 20
11 Jul 20
30 Apr 21


Company financial data Financial data

Quarter (USD) Apr 20 Jan 20 Oct 19 Jul 19
Revenue 1.81B 519.21M 160.8M 150.36M
Net income 460.4M -129.68M -188M -150.25M
Diluted EPS
Net profit margin 25.45% -24.98% -117% -99.92%
Net change in cash 2.47B -52.97M -362.36M -964.48M
Cash on hand 2.66B 192.34M 245.31M 607.67M
Cost of revenue 462.52M 253.21M 229.39M
Annual (USD) Apr 20 Apr 19 Apr 18 Apr 17
Revenue 2.64B 3.09B 3.16B 3.04B
Net income -7.53M 422.51M 613.15M 408.95M
Diluted EPS -0.04 2.04 2.91 1.91
Net profit margin -0.29% 13.65% 19.40% 13.47%
Net change in cash 1.09B 27.21M 533.61M 114.53M
Cash on hand 2.66B 1.57B 1.54B 1.01B
Cost of revenue 1.71B 1.76B 1.74B 1.64B

Financial data from H&R Block earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
2 Jul 20 Logerwell Kellie J Common Stock Payment of exercise Dispose F No 14 14 196 11,584.652
2 Jul 20 Thomas A Gerke Common Stock Payment of exercise Dispose F No 14 74 1.04K 109,668.348
2 Jul 20 Bowen Tony G Common Stock Payment of exercise Dispose F No 14 52 728 75,319.462
2 Jul 20 Jeffrey J Jones II Common Stock Payment of exercise Dispose F No 14 226 3.16K 317,235.88
2 Jul 20 Orosco Karen A Common Stock Payment of exercise Dispose F No 14 43 602 71,412.413
96.3% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 378 444 -14.9%
Opened positions 44 80 -45.0%
Closed positions 110 67 +64.2%
Increased positions 127 119 +6.7%
Reduced positions 147 178 -17.4%
13F shares
Current Prev Q Change
Total value 4.32B 4.55B -5.0%
Total shares 185.32M 193.44M -4.2%
Total puts 612.6K 537.8K +13.9%
Total calls 574.5K 516.9K +11.1%
Total put/call ratio 1.1 1.0 +2.5%
Largest owners
Shares Value Change
Vanguard 28.05M $394.88M +7.8%
BLK BlackRock 20M $281.67M +1.8%
Jupiter Asset Management 11.4M $160.23M +8.5%
STT State Street 10.07M $144.34M +1.3%
BK Bank Of New York Mellon 6.82M $96.01M -0.3%
FMR 6.15M $86.62M +1041.0%
IVZ Invesco 5.5M $77.46M +119.1%
First Eagle Investment Management 5.47M $76.99M -2.3%
Swedbank 4.73M $66.57M -0.1%
D. E. Shaw & Co. 4.67M $65.75M -25.8%
Largest transactions
Shares Bought/sold Change
FMR 6.15M +5.61M +1041.0%
AustralianSuper Pty 0 -4.09M EXIT
PUK Prudential 3.69M +3.66M +13221.1%
IVZ Invesco 5.5M +2.99M +119.1%
Hamlin Capital Management 0 -2.36M EXIT
Norges Bank 0 -2.17M EXIT
Bessemer 139.92K -2.13M -93.8%
Vanguard 28.05M +2.02M +7.8%
Citadel Advisors 987.7K -1.89M -65.6%
Polaris Capital Management 1.83M +1.83M NEW

Financial report summary

Content analysis ?
H.S. freshman Avg
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