A maker of tax preparation services, H&R Block helps everyday people file their returns through neighborhood offices, online software, and small-business services like Block Advisors and Wave. Brothers Henry and Richard Bloch started it in Kansas City in 1955 after the IRS stopped offering free tax help locally, so they ran a newspaper ad and were swamped. They spelled the name "Block" with a K so customers wouldn't mispronounce the family name "Bloch" as "blotch."
H&R Block directors Robert A. Gerard and Matthew E. Winter to retire from Board
Both directors will continue serving until the 2026 Annual Meeting in November.
Show detailsHide details
On August 12, 2026, Robert A. Gerard and Matthew E. Winter notified H&R Block's Board of their intention to retire and not stand for re-election at the 2026 Annual Meeting.
Their decisions are not due to any disagreement with the Company on operations, policies, or practices.
Richard A. Johnson, Chairman, praised Gerard's 14-year chairmanship and Winter's leadership of the Compensation Committee.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements
H&R Block reports fiscal 2026 revenue of $3.95B, up 4.9%, and raises dividend 10%.
Total revenue for fiscal year ended June 30, 2026 was $3.95 billion, an increase of 4.9% from the prior year.
Show detailsHide details
Net income from continuing operations rose 20.8% to $736.3 million, with diluted EPS from continuing operations up 28.7% to $5.69.
Adjusted net income from continuing operations increased 6.9% to $688.0 million, and adjusted diluted EPS rose 13.9% to $5.31.
The company returned $713.7 million to shareholders in fiscal 2026 via dividends and share repurchases, including repurchasing 10.5 million shares for $500.3 million.
For fiscal 2027, the company expects revenue between $4.11 and $4.16 billion and adjusted diluted EPS between $6.04 and $6.24.
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
H&R Block reports fiscal Q3 2026 revenue of $2.4B, up 5.3%, and raises full-year outlook.
Total revenue for the fiscal third quarter ended March 31, 2026 was $2.4 billion, an increase of $121.0 million, or 5.3%, versus the prior year.
Show detailsHide details
Net income from continuing operations increased 17.4% to $848.8 million, with diluted EPS from continuing operations up 24.2% to $6.61.
Adjusted net income from continuing operations rose 5.8% to $773.7 million, and adjusted diluted EPS increased 11.9% to $6.02.
The company recognized a one-time non-cash tax benefit of $84.1 million related to an IRS examination resolution, providing a $0.65 benefit to EPS.
Fiscal 2026 outlook raised: revenue expected between $3.910 and $3.920 billion, adjusted diluted EPS between $5.10 and $5.20, and EBITDA between $1.025 and $1.035 billion.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
H&R Block reports fiscal Q2 2026 revenue up 11.1% to $198.9 million, reaffirms full-year outlook.
Total revenue for the fiscal quarter ended December 31, 2025 was $198.9 million, an increase of $19.8 million or 11.1% versus the prior year.
Show detailsHide details
Net loss from continuing operations improved by $0.9 million to ($241.6) million; loss per share from continuing operations was ($1.91), and adjusted loss per share was ($1.84).
Total operating expenses increased 5.4% to $497.7 million, primarily due to higher field wages and consulting costs.
The company reaffirmed fiscal 2026 outlook: revenue of $3.875-$3.895 billion, EBITDA of $1.015-$1.035 billion, effective tax rate ~25%, and adjusted diluted EPS of $4.85-$5.00.
Year-to-date, the company returned $507.7 million to shareholders via dividends and share repurchases, with approximately $700 million remaining on its $1.5 billion repurchase program.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
H&R Block expands board to 11, appoints three new independent directors
On January 20, 2026, H&R Block's Board increased its size from eight to eleven directors and elected Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines to fill the vacancies.
Show detailsHide details
Charnaux and Plaines were appointed to the Audit Committee; Breig was appointed to the Compensation Committee and the Governance and Nominating Committee.
Each new director will receive an annual cash retainer of $85,000 and an annual equity retainer of $200,000 in director restricted share units, prorated for service during the current term.
Charnaux and Plaines receive an additional $15,000 annual cash retainer for Audit Committee service; Breig receives $10,000 for Compensation and $7,500 for Governance and Nominating Committee service.
The new directors will enter into the company's standard form of indemnification agreement for directors and officers.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits
H&R Block shareholders elect eight directors and approve auditor ratification and executive compensation at 2025 annual meeting.
All eight director nominees were elected, with votes for ranging from 100,741,824 to 102,464,635.
Show detailsHide details
H&R Block held its 2025 annual meeting of shareholders on November 5, 2025.
Shareholders ratified the appointment of Deloitte & Touche LLP as independent auditor for fiscal year ending June 30, 2026, with 112,261,671 votes for.
The advisory say-on-pay proposal on named executive officer compensation was approved with 99,595,441 votes for.
The report was filed under Item 5.07 to disclose the final voting results of these matters.
5.07 Submission of Matters to a Vote of Security Holders
H&R Block subsidiary issues $350M 5.375% Notes due 2032
Block Financial LLC issued and sold $350.0 million principal amount of 5.375% Notes due 2032 on August 26, 2025.
Show detailsHide details
The Notes are fully and unconditionally guaranteed by H&R Block, Inc.
The Notes mature on September 15, 2032, with interest payable semi-annually on March 15 and September 15, beginning March 15, 2026.
Block Financial may redeem the Notes at a make-whole redemption price before July 15, 2032, and at par plus accrued interest on or after that date.
The Indenture includes covenants limiting liens, mergers, and asset transfers, and requires an offer to repurchase upon certain change of control events.
1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits