{"filings":[{"id":91832,"accession_number":"0000012659-26-000015","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q3 revenue $2.4B (+5.3%); adjusted EPS $6.02, raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $2.4B, up 5.3% YoY; assisted market share improved for third straight year.","GAAP EPS $6.61 (incl. $0.65 one-time tax benefit); adjusted EPS $6.02 (+11.9%).","Net income from continuing ops $848.8M, up 17.4% YoY.","Announces incremental FY2026 share repurchases and raises full-year outlook.","Operating expenses $1.4B, up 4.8%, driven by higher field wages from revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":3.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":2800523000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102185,"accession_number":"0000012659-26-000005","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q2 revenue up 11% to $198.9M; net loss improves to $241.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $198.9M (+11.1% YoY) driven by assisted volume/NAC, Wave subscriptions, and DIY software sales.","Net loss from continuing ops improved $0.9M to ($241.6M); GAAP EPS ($1.91), adjusted EPS ($1.84).","Full-year outlook reaffirmed: revenue $3.875-3.895B, EBITDA $1.015-1.035B, adj. EPS $4.85-5.00.","YTD returned $507.7M to shareholders via dividends and buybacks; $700M remains on $1.5B repurchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":402416000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102184,"accession_number":"0000012659-26-000003","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"H&R Block appoints three new independent directors, expanding board to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines as independent directors, effective Jan 20, 2026.","Board expanded from 8 to 11; new directors bring expertise in consumer brands, global operations, and financial leadership.","Charnaux and Plaines join Audit Committee; Breig joins Compensation and Governance & Nominating Committees.","Each receives $85,000 annual cash retainer and $200,000 annual equity retainer (DRSUs), prorated for service term.","Standard indemnification agreements entered; no reportable transactions under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118504,"accession_number":"0000012659-25-000018","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"H&R Block shareholders re-elect all directors, ratify Deloitte, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected with for votes between 101.3M and 102.5M; broker non-votes of 9.9M each.","Ratification of Deloitte & Touche as auditor for fiscal 2026 passed with 112.3M for, 655k against, 272k abstain.","Advisory vote on named executive officer compensation approved with 99.6M for, 3.3M against, 345k abstain (96.8% support).","Annual meeting held November 5, 2025; all proposals received majority support from shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118503,"accession_number":"0000012659-25-000014","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q1 revenue $203.6M (+5%); net loss $165.4M; EPS -$1.26; CEO Jones to be succeeded by Campbell","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue increased 5.0% to $203.6M; operating expenses down 2.7% to $410.6M.","Net loss from continuing operations improved 3.5% to ($165.4M); loss per share of ($1.26) vs ($1.23) prior year.","Adjusted loss per share from continuing operations ($1.20), up 2.6% due to share repurchases.","Repurchased $400M of shares in Q1; returned $455M total including dividends.","CEO Jeff Jones to be succeeded by Curtis Campbell; company reaffirms FY2026 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":203551000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134951,"accession_number":"0000012659-25-000006","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K/A","filed_at":"2025-09-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"H&R Block discloses compensation details for new CAO April Wasleski","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary set at $255,000 effective October 24, 2025.","Short-term incentive target of 50% of base salary for FY ending June 30, 2026.","Promotional LTI award of $163,770 in restricted share units with grant date November 1, 2025.","Eligible for future equity grants under long-term incentive program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134957,"accession_number":"0001104659-25-083093","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"H&R Block subsidiary issues $350M of 5.375% Notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Block Financial LLC issued $350M of 5.375% Notes due 2032, fully guaranteed by H&R Block.","Notes mature September 15, 2032; interest payable semi-annually from March 15, 2026.","Make-whole redemption allowed before July 15, 2032; thereafter at par.","Indenture contains covenants on liens, mergers, and change-of-control repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134956,"accession_number":"0001104659-25-082524","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"H&R Block subsidiary issues $350M of 5.375% Notes due 2032, fully guaranteed by parent","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Block Financial LLC issued $350M principal of 5.375% Notes due 2032.","Notes fully and unconditionally guaranteed by H&R Block, Inc.","Closing expected August 26, 2025; underwriters include J.P. Morgan, PNC, U.S. Bancorp."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134955,"accession_number":"0001605297-25-000017","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"H&R Block CAO Kellie Logerwell to retire Oct 24; succeeded by April Wasleski","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Accounting Officer Kellie J. Logerwell retiring effective October 24, 2025; no disagreement with company.","April M. Wasleski, current Director of Accounting, appointed as VP and CAO, effective same date.","Wasleski has over 13 years at H&R Block, previously Senior Manager at Ernst & Young.","Compensation for Wasleski not yet determined; will enter standard restrictive covenant and indemnification agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134954,"accession_number":"0001605297-25-000012","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"H&R Block reports FY2025 revenue up 4.2% to $3.8B; EPS rises 6.8%, dividend increased 12%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.8B (+4.2%); net income from continuing ops $609.5M (+1.9%).","EPS from continuing ops $4.42 (+6.8%); adjusted EPS $4.66 (+5.7%).","Returned $600M to shareholders via dividends and share repurchases.","Board approved 12% dividend increase to $0.42/share, payable Oct 6, 2025 to holders of record Sep 4, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":4.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":3760995000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134953,"accession_number":"0001104659-25-076182","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"H&R Block CEO Jeffrey Jones to retire Dec 31, 2025; Curtis Campbell named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jones to retire as CEO and Board member effective Dec 31, 2025; will serve as Strategic Advisor through Sep 2026.","Curtis Campbell, currently President of Global Consumer Tax, appointed CEO effective Jan 1, 2026; to join Board.","Campbell’s offer letter includes $995k base salary, 125% STI target, $2.15M prorated LTI award for FY2026.","Jones’ tenure: stock price +123%, market cap from $5.5B to $7.4B, returned over $4B to shareholders.","Campbell previously CEO of TaxAct, joined H&R Block May 2024; succession resulted from rigorous board process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134952,"accession_number":"0001605297-25-000009","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"H&R Block extends $1.5B credit facility maturity to July 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended maturity of $1.5B credit facility from June 2026 to July 2030.","Revised applicable interest rate table; other terms substantially unchanged.","Borrower: Block Financial LLC; Guarantor: H&R Block Inc.; JPMorgan Chase Bank as admin agent.","Facility remains a revolving credit line with same aggregate principal amount."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151900,"accession_number":"0001605297-25-000003","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q3 FY2025 revenue $2.3B (+4.2%), EPS $5.32 (+9.2%), reaffirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from cont. ops. $722.9M (+4.5%); adjusted EPS $5.38 (+8.9%).","Assisted channel volume and market share trends improved through April 30.","Quarterly dividend $0.375/share payable July 3, 2025 to holders of record June 4.","Full-year FY2025 outlook reaffirmed; transformation driving higher client satisfaction.","Total operating expenses $1.3B (+3.4%) driven by higher tax professional wages."],"consensus_eps_estimate":-1.366,"consensus_eps_actual":2.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":2649984000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170759,"accession_number":"0001838862-25-000007","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block reports Q2 loss per share $(1.79); revenue flat; reaffirms FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $179.1M flat YoY; pretax loss widened to $312.3M from $282.9M.","GAAP loss per share $(1.79); adjusted loss per share $(1.73), both wider than prior year.","Repurchased 3.2M shares for $190M at avg $58.65; $1.1B remaining on $1.5B buyback program.","Reaffirms full-year fiscal 2025 outlook; management cites confidence in tax season delivery.","Operating expenses up $25.8M to $472.4M, driven by higher wages, healthcare, and occupancy costs."],"consensus_eps_estimate":2.8608,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":372880000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187727,"accession_number":"0001605297-24-000008","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"H&R Block shareholders elect eight directors, ratify auditor, approve say-on-pay at 2024 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected, including Sean Cohan (111.6M for) and Richard Johnson (112.1M for).","Ratification of Deloitte as auditor for FY2025 approved with 121.9M votes for, 667K against.","Advisory vote on executive compensation approved with 109.7M for, 2.3M against, 639.9M abstentions.","Broker non-votes of 10.1M shares on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187726,"accession_number":"0001838862-24-000042","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q1 revenue up 5% to $193.8M; loss per share widens to $(1.23)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $193.8M, +5% YoY on higher assisted volume and net average charge.","Pretax loss $232.3M, up $19.9M; GAAP loss per share $(1.23) vs $(1.11); adjusted $(1.17) vs $(1.05).","Repurchased 3.3M shares for $209.6M ($63.51/share) in the quarter.","Quarterly dividend $0.375/share payable Jan 6, 2025 to holders of record Dec 5, 2024.","Full-year fiscal 2025 outlook reaffirmed; management cites operational and technical enhancements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":193810000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4903084787.026526,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187725,"accession_number":"0001838862-24-000037","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"H&R Block extends banking partnership with Pathward through June 2027; 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