HRB H&R Block Dashboard

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 Jones

Incorporated

Missouri

Location

Missouri

Fiscal year end

Apr 30

Sector

Professional, Scientific, and Technical Services > Tax Preparation Services

Industry (SIC)

Services - Personal Services

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SEC CIK

0000012659

Corporate docs

Articles of Incorporation & Bylaws

IRS number

440607856

HRB stock data

S&P 500

1M 1Y 2Y 5Y

News

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Stocks That Hit 52-Week Highs On Friday

11 Jun 21

During Friday's morning session, 236 stocks hit new 52-week highs.

Morgan Stanley Maintains Equal-Weight on H&R Block, Raises Price Target to $26

25 May 21

Morgan Stanley maintains H&R Block (NYSE:HRB) with a Equal-Weight and raises the price target from $19 to $26.

10 Consumer Discretionary Stocks With Unusual Options Alerts In Today's Session

24 May 21

This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Unusual trading activity could push option prices to hyperbolic or underperforming levels.

Stocks That Hit 52-Week Highs On Monday

24 May 21

10 Consumer Discretionary Stocks Showing Unusual Options Activity In Today's Session

21 May 21

Press releases

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H&R Block Announces New Global Consumer Tax Leadership to Drive Enhanced Client Experiences

10 Jun 21

KANSAS CITY, Mo., June 10, 2021 (GLOBE NEWSWIRE) -- Following the recent restructuring of the company, today H&R Block (NYSE:HRB) announces changes to its Global Consumer Tax leadership team. These leaders will

H&R Block Builds on Momentum to Accelerate its Transformation Strategy, Block Horizons 2025

10 Jun 21

KANSAS CITY, Mo., June 10, 2021 (GLOBE NEWSWIRE) -- Following strong performance in the 2021 tax season, with its largest market share gains in more than a decade, H&R Block (NYSE:HRB) is announcing changes across

H&R Block Reports Strong Tax Season Volume; Increases Market Share

24 May 21

KANSAS CITY, Mo., May 24, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE:HRB) (the "Company" or "H&R Block") today released preliminary results for the 2021 U.S. tax season, reflecting strong growth in tax

H&R Block Continues Business Transformation with New Leaders

13 May 21

H&R Block to Participate in the Credit Suisse 3rd Annual Virtual eXtreme Services Conference

27 Apr 21

Calendar

9 Mar 21

14 Jun 21

30 Apr 22

Financial summary

Financial statements Chart HRB financial data

Quarter (USD)	Jan 21	Oct 20	Jul 20	Apr 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Apr 20	Apr 19	Apr 18	Apr 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from H&R Block earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	461.41M	461.41M	461.41M	461.41M	461.41M	461.41M
Cash burn (monthly)	(positive/no burn)	(positive/no burn)	94.5M	(positive/no burn)	215.31M	(positive/no burn)
Cash used (since last report)	n/a	n/a	422.46M	n/a	962.55M	n/a
Cash remaining	n/a	n/a	38.95M	n/a	-501.14M	n/a
Runway (months of cash)	n/a	n/a	0.4	n/a	-2.3	n/a

Beta Read what these cash burn values mean

Recent insider trades

HRB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
1 Apr 21	Sean Cohan	Common Stock	Grant	Aquire A	No	No	0	3,153	0	3,153
1 Apr 21	Mia Mends	Common Stock	Grant	Aquire A	No	No	0	3,153	0	3,153
21 Dec 20	Jeffrey J Jones II	Common Stock	Buy	Aquire P	No	No	15.049	3,310	49.81K	346,096.952

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

Institutional ownership Q1 2021

HRB institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

83.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	360	363	-0.8%
Opened positions	56	58	-3.4%
Closed positions	59	67	-11.9%
Increased positions	99	98	+1.0%
Reduced positions	139	153	-9.2%

13F shares	Current	Prev Q	Change
Total value	8.69B	2.55B	+240.4%
Total shares	151.16M	160.82M	-6.0%
Total puts	1.87M	1.52M	+23.3%
Total calls	888.1K	704.7K	+26.0%
Total put/call ratio	2.1	2.2	-2.1%

Largest owners	Shares	Value	Change
Vanguard	25.96M	$565.84M	+1.2%
BLK Blackrock	21.58M	$470.39M	-1.7%
Jupiter Asset Management	12.56M	$274.01M	-9.2%
STT State Street	6.88M	$151.63M	+0.6%
Lazard Asset Management	6.47M	$141.06M	-21.8%
BK Bank Of New York Mellon	4.17M	$90.86M	-1.4%
BEN Franklin Resources	3.83M	$83.41M	+62.8%
Fuller & Thaler Asset Management	3.8M	$82.73M	+0.8%
FMR	3.44M	$74.94M	+137.2%
Artisan Partners Limited Partnership	2.84M	$61.98M	-2.1%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	0	-2.48M	EXIT
Swedbank	0	-2.32M	EXIT
D. E. Shaw & Co.	2.51M	-2M	-44.4%
FMR	3.44M	+1.99M	+137.2%
Arrowstreet Capital, Limited Partnership	681.06K	-1.95M	-74.1%
Lazard Asset Management	6.47M	-1.8M	-21.8%
Citadel Advisors	274.71K	-1.78M	-86.6%
BEN Franklin Resources	3.83M	+1.48M	+62.8%
Jupiter Asset Management	12.56M	-1.27M	-9.2%
Two Sigma Investments	211.43K	-1.13M	-84.2%

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

Financial report summary

Competition

National • Green Dot • Franchise

Management Discussion

ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS
On July 1, 2020, we provided written notice to Axos Bank (Axos) of the termination of the Program Management Agreement by and between Emerald Financial Services, LLC , a wholly–owned indirect subsidiary of the Company, and Axos, effective July 1, 2020. On August 5, 2020, we entered into a Program Management Agreement with MetaBank®, N.A. (Meta), a wholly-owned subsidiary of Meta Financial Group, Inc. Under the Meta Program Management Agreement and its ancillary agreements and related product schedules, Meta acts as the bank provider of H&R Block-branded financial products, including Emerald AdvanceSM, Emerald Card®, Emerald Savings, Refund Advance, and Refund Transfer in the United States.
With the economic impact of the pandemic being felt across the U.S., we remain committed to helping people gain access to their refunds while shifting how we operate to help promote the safety and well-being of associates and clients. We continue to provide in-person appointments where permitted and have instituted guidelines for our tax offices based on Centers for Disease Control and Prevention recommendations. Clients may also choose to drop-off at our locations nationwide or choose to file with a tax pro virtually.

Content analysis

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

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