HRB H&R Block, Inc.

H&R Block, Inc. engages in the provision of tax preparation and other services. It offers assisted and do-it-yourself tax return preparation solutions through multiple channels and distribute the H&R block-branded financial products and services, including those of its financial partners, to the general public primarily in the United States, Canada, and Australia. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955 and is headquartered in Kansas City, MO.

Company profile

Ticker

HRB

Exchange

NYSE

Website

www.hrblock.com

CEO

Jeffrey J. Jones

Incorporated in

Missouri

Location

Missouri

Fiscal year end

Apr 30

Sector

Consumer Services > Other Consumer Services

Industry (SEC)

Services - Personal Services

Service Corp International • StoneMor Partners • Stonemor • WW International • Regis • Carriage Services • Care.com • Yogaworks • Yelp • Unifirst ...

SEC CIK

0000012659

Corporate docs

Articles of Incorporation & Bylaws

IRS number

440607856

HRB stock data

S&P 500

1M 1Y 2Y 5Y

Calendar

17 Jun 20

11 Jul 20

30 Apr 21

News

Company financial data Financial data

Chart HRB 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

Recent insider trades

HRB insider ownership history Insider history

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

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

HRB institutional ownership history Ownership history

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

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Gilman Ciocia • National • Jackson Hewitt Tax Service • Green Dot • Franchise

Content analysis ?

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

New words: accelerated, acceleration, agent, Aid, amidst, Angela, Archon, AssistSM, Assumption, Blue, Brown, Bruce, care, CCPA, certainty, Chase, clarity, Colorado, commencement, conclusion, congregating, contradictory, Convertible, corroborating, David, deficit, Deutsche, disease, disproportionately, doctrine, drew, drop, dropping, duly, easement, elevated, email, embedded, expedient, explanatory, flexibility, formatted, forthcoming, Gerard, guideline, hindsight, HQ, implicit, indenture, India, Inline, Interactive, Ireland, Johnson, JPMorgan, land, landscape, led, letter, light, lost, mathematical, Matthew, maximize, mediation, membership, Meta, municipal, newly, nondeductible, Northern, outbreak, outsourced, package, Page, pandemic, paragraph, Paul, percentage, posed, QIP, readily, rebound, recession, recover, refinance, Reich, reprice, resurgence, Richard, Robert, Rohde, RSU, session, size, slightly, slowdown, spread, strike, Subsidy, surfaced, Survivor, Swanson, thereto, thereunto, top, treated, ULC, undersigned, undiscounted, unprecedented, unrealized, unsuccessful, uploading, username, Victoria, waive, waived, waiver, Winter, workplace, world, worsening, XBRL

Removed: borrow, bulk, calendar, combination, conform, consolidating, depositor, eliminate, elimination, escalating, expended, extending, fiduciary, fraudulently, install, installed, involve, lesser, liquidated, merchant, occupancy, originating, outdated, penetration, permanently, perpetrate, perpetrated, principally, promised, retired, shortfall, strategic, supported, taxed, Topic, unchanged, visibility

From filing 10-K 2020 FY