{"filings":[{"id":2271597,"accession_number":"0000012659-26-000028","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2026-08-14T20:08:48+00:00","items":["5.02"],"status":"ready","headline":"H&R Block directors Gerard and Winter to retire from board at 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert A. Gerard and Matthew E. Winter will retire from H&R Block board and not stand for re-election at 2026 Annual Meeting in November.","Both will continue serving as directors until the 2026 Annual Meeting.","Decisions not due to any disagreement with company on operations, policies, or practices.","Gerard served as Chairman for almost 14 years; Winter chaired Compensation Committee.","Chairman Richard A. Johnson praised their contributions."],"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":2189640,"accession_number":"0000012659-26-000019","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2026-08-11T20:10:16+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"HRB FY26 revenue $3.95B (+4.9%), EPS $5.69; quarterly dividend raised 10% to $0.46","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.95B, up 4.9% YoY; operating expenses $3.0B, up 3.6% on field wages, occupancy, technology costs.","Net income from continuing ops $736.3M (+20.8%); EPS $5.69 (+28.7%); adjusted EPS $5.31 (+13.9%).","One-time $84.1M non-cash tax benefit from IRS examination resolution added $0.65 to FY26 EPS.","Operating cash flow up 23%; $714M returned to shareholders via dividends and buybacks.","Quarterly dividend raised 10% to $0.46/share; payable Oct 6, 2026 to holders of record Sept 3, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"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":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; adjusts Emerald Advance terms","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fourth Amendment extends PMA term by two years to June 30, 2027.","Emerald Advance participation agreement amended to vary participation interests by jurisdiction.","Company expects changes to slightly lower EFS's overall share of participation interests at portfolio level.","Other material PMA terms remain substantially unchanged; amended refund transfer and Emerald Advance product schedules."],"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":0.4,"calibrated_materiality_score":0.4,"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":204228,"accession_number":"0001605297-24-000006","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-09-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"H&R Block director Yolande G. Piazza resigns immediately; board reduced to 8","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Yolande G. 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pretax income $762M, net income $598M.","Diluted EPS $4.14 (up 16%); adjusted EPS $4.41 (up 15%).","Quarterly dividend increased 17% to $0.375/share; payable Oct 3, record Sep 5.","New $1.5B share repurchase authorization; FY24 repurchased $350M at avg $43.66.","FY25 outlook: expects revenue growth, EBITDA growth, and EPS growth."],"consensus_eps_estimate":null,"consensus_eps_actual":4.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":3610347000.0,"consensus_period":"2024-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":204226,"accession_number":"0001605297-24-000003","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"H&R Block names Tiffany Mason as CFO effective Sept 13, 2024; succeeds retiring Tony Bowen","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mason appointed EVP Finance (Aug 5) and CFO (Sept 13), succeeding Tony Bowen who is retiring.","Mason will receive $615k base salary, 90% STI target for FY2025, and $1.3M LTI award.","Mason previously served as CFO of Driven Brands (2020-2023) and held senior finance roles at Lowe's."],"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":0.55,"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":220953,"accession_number":"0001838862-24-000019","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q3 FY24 revenue $2.2B (+4%); EPS growth 18%; expects near high-end of outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $2.2B (+$91.2M, +4% YoY); pretax income $907.4M (+$51.9M).","Net income growth 7%, EPS growth 18% (continuing ops); operating expenses $1.3B (+$27.5M).","DIY paid online clients grew 6% YoY; net average charge up 7% DIY, 4% Assisted.","Company now expects to be near high end of FY24 outlook range."],"consensus_eps_estimate":null,"consensus_eps_actual":2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":2547717000.0,"consensus_period":"2024-Q3","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":240549,"accession_number":"0001838862-24-000011","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q2 revenue up 8% to $179.1M; EPS loss improves to $(1.33) from $(1.43)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pretax loss narrowed by $15.1M to $282.9M; adjusted EPS loss improved to $(1.27) from $(1.37).","Repurchased $218.1M of shares in Q2, retiring ~3% of outstanding shares.","Quarterly dividend of $0.32/shr declared, payable Apr 3 to holders of record Mar 5.","Full-year FY2024 outlook reaffirmed; company cites strong end to extended filing season."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":362883000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","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":240548,"accession_number":"0001838862-24-000010","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"H&R Block CFO Tony Bowen to retire; external search for successor underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Bowen retires as CFO after 7+ years; will stay through Sept. 2024 for transition.","Company to conduct external search for Bowen's replacement; no successor named yet.","Under his leadership, H&R Block returned over $3.8B to shareholders via buybacks and dividends.","Bowen's retirement is not due to any disagreement; cites family and personal interests.","He joined in 2004 as Senior Treasury Analyst and became CFO in 2016."],"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":258055,"accession_number":"0001838862-23-000038","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q1 revenue $183.8M (+2% YoY), pretax loss narrows to $212.4M; outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $183.8M (+2% YoY) driven by higher US assisted tax prep average charge, partially offset by lower Emerald Card revenue.","Pretax loss improved $9M to $212.4M due to higher revenue and interest income.","Loss per share from continuing ops $(1.11) (vs $(1.05) prior year); adjusted loss $(1.05) (vs $(0.99)).","Repurchased 3.3M shares for $132M at $40.43/share; $568.1M remaining on $1.25B authorization.","Full-year FY2024 outlook reaffirmed; management cites good start to year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":183800000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"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":258054,"accession_number":"0001605297-23-000008","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-11-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"H&R Block shareholders elect all 9 director nominees, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; votes for each exceeded 115 million.","Ratification of Deloitte & Touche as auditor approved with 128.4 million votes for.","Advisory vote on named executive officer compensation passed with 115.6 million votes for.","Shareholders recommended annual frequency for future advisory votes; board adopts annual frequency."],"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":0.15,"calibrated_materiality_score":0.15,"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":275369,"accession_number":"0001838862-23-000023","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-08-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"H&R Block FY23 EPS $3.56 (+9% YoY); raises quarterly dividend 10% to $0.32","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.47B (+0.3% YoY); net income $562M; adjusted EPS $3.82 (+9%).","Dividend raised 10% to $0.32/share; payable Oct 4, 2023 to holders of record Sep 7.","Repurchased $200M of stock in Q4 at avg $30.94; retired 9% of shares in FY23.","FY24 guidance: expects growth in revenue, EBITDA, and adjusted EPS from continuing ops."],"consensus_eps_estimate":null,"consensus_eps_actual":3.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3472185000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","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":292848,"accession_number":"0001605297-23-000006","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-05-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"H&R Block amends credit agreement to replace LIBOR with SOFR ahead of June 2023 cessation","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["On May 25, 2023, H&R Block and subsidiary Block Financial entered First Amendment to credit agreement.","Amendment replaces LIBOR-based interest rates with SOFR-based rates for borrowings under the facility.","Existing Eurodollar Loans are grandfathered until their current Interest Period ends.","Conditions include no default, receipt of resolutions, and payment of fees; no new commitments added.","Multiple lenders, including JPMorgan, Bank of America, PNC, TD Bank, U.S. Bank, and others, consented."],"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":292847,"accession_number":"0001605297-23-000003","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"H&R Block President Karen Orosco to depart July 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Karen A. Orosco will cease as President, Global Consumer Tax and Service Delivery, effective May 11, 2023, and depart the company on July 1, 2023.","No named replacement for Orosco's role in the filing.","Orosco qualifies for severance benefits under H&R Block's Executive Severance Plan, subject to a release agreement."],"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":0.6,"calibrated_materiality_score":0.6,"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":292846,"accession_number":"0001838862-23-000017","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block reports Q3 revenue $2.1B (+2%), EPS $4.14 (+2%); cuts FY23 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.1B, +2% YoY; EPS $4.14, +2%; adjusted EPS $4.20, +2%.","Assisted net average charge grew 4% YoY; DIY performed strongly.","Company lowers FY23 outlook due to softer industry and Assisted volume, plus FX impact.","Approximately $900M remains on $1.25B share repurchase authorization through FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":2440039000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","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":313509,"accession_number":"0001838862-23-000008","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2023-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q2 revenue $166.4M (+5% YoY); adjusted EPS -$1.37; FY23 reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue grew 5% to $166.4M; pretax loss flat at $298.0M on higher wages and bad debt.","Loss per share $(1.43) (GAAP) and adjusted $(1.37), wider than $(1.09)/$(1.02) YoY.","Repurchased $130.4M in shares (3.2M) in Q2; $350M in H1 (5% of shares outstanding).","Reaffirmed FY2023 outlook: topline growth, EBITDA outpacing revenue, EPS growing faster.","Launched Spruce mobile banking platform in Assisted channel in January 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":346390000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"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":331989,"accession_number":"0001605297-22-000008","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"H&R Block shareholders elect all 9 director nominees and ratify auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with votes for ranging from 124.0M to 126.2M; Jeffrey J. Jones II received highest 'for' count.","Ratification of Deloitte & Touche as independent auditor for FY2023 passed with 137.5M for, 1.3M against.","Advisory say-on-pay proposal approved with 123.2M for, 2.7M against, and 12.3M broker non-votes.","Meeting held Nov 4, 2022; broker non-votes recorded on director and say-on-pay items but not on auditor ratification."],"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":0.2,"calibrated_materiality_score":0.15,"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":331988,"accession_number":"0001838862-22-000038","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q1 loss widens to $1.05 EPS; revenue down 7%; reaffirms FY2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $180.0M, down 7% YoY, due to $16.6M impact from Advanced Child Tax Credit loaded onto Emerald Cards last year.","Pretax loss of $221.3M; GAAP loss per share $(1.05) from continuing ops vs $(0.84) prior year; adjusted loss $(0.99).","Repurchased $219.8M in shares, retiring 3% of shares outstanding during the quarter.","Reaffirms full-year FY2023 outlook for topline growth, EBITDA outpacing revenue, and faster EPS growth.","Extension conversions increased 5% over prior year; Block Advisors launched a self-serve business formation product."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":179985000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"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":349454,"accession_number":"0001605297-22-000006","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-08-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"H&R Block director Christianna Wood not seeking re-election at 2022 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christianna Wood notified Board on Aug 16, 2022 she will not stand for re-election at 2022 Annual Meeting.","Decision not due to any disagreement with the company on operations, policies, or practices.","Wood served 14 years as director; Chairman Robert Gerard expressed appreciation for her governance expertise.","She was one of the longest-tenured members of the board."],"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":0.2,"calibrated_materiality_score":0.2,"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":349453,"accession_number":"0001605297-22-000004","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-08-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"H&R Block approves amended LTI equity award agreements for FY2023 grants","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended PSU forms add pro-rata vesting upon Good Reason Termination at least one year after grant date for recipients of Executive Severance Plan benefits.","Updated restrictive covenants in both PSU and RSU forms to reflect changes in state laws.","Amended agreements effective for fiscal year 2023 long-term incentive grants; other material terms unchanged."],"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":0.2,"calibrated_materiality_score":0.2,"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":349452,"accession_number":"0001838862-22-000021","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"H&R Block reports FY22 revenue $3.46B, adj EPS $3.51; raises dividend 7%, authorizes $1.25B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY22 revenue $3.463B (-3.5% reported, normalized +5%); EPS $3.26; adjusted EPS $3.51 (normalized +18.2%).","Repurchased $550M of stock in FY22, retiring 13% of shares at avg $23.84 per share.","Quarterly dividend increased 7% to $0.29 per share; payable Oct 3, 2022 to holders of record Sep 8.","Board approved new $1.25B share repurchase authorization effective through fiscal year 2025.","FY23 outlook guides to growth in revenue, EBITDA, and adjusted earnings per share."],"consensus_eps_estimate":null,"consensus_eps_actual":3.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":3463270000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"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":366398,"accession_number":"0001838862-22-000015","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q3 revenue up 4% to $2.1B; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pretax income rose $33M to $862M; EPS from continuing ops $4.06 vs $4.09 prior year.","Adjusted EPS $4.11, flat YoY; total operating expenses up 4% to $1.2B.","Raised fiscal 2022 revenue and EBITDA outlook due to strong tax season performance.","Repurchased $226M (10M shares) in Q3, bringing FY2022 total to $550M (13% of shares).","Quarterly dividend of $0.27 per share payable July 1, 2022 to holders of record June 8."],"consensus_eps_estimate":null,"consensus_eps_actual":1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":2413197000.0,"consensus_period":"2022-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":385875,"accession_number":"0001838862-22-000004","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block Q2 revenue up 12% to $159M, loss per share improves; reaffirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $159M (+12% YoY); operating expenses $436M (+4%).","Loss per share from continuing ops improved to -$1.09 from -$1.38; adjusted -$1.02 vs -$1.28.","Repurchased $159M of shares in Q2, $325M YTD (7% of float).","Reiterated FY2022 outlook; launched Spruce mobile banking platform.","Pretax loss narrowed to $299M from $297M, aided by higher revenue and discrete tax benefit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":351440000.0,"consensus_period":"2021-FY","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":385874,"accession_number":"0001605297-22-000002","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"H&R Block GC Tom Gerke retiring; Dara Redler appointed Chief Legal Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tom Gerke retires as General Counsel and Chief Administrative Officer after 10 years; effective Jan 17, 2022; will assist transition.","Dara Redler appointed Chief Legal Officer effective Jan 17; previously General Counsel and Corporate Secretary at Tilray (TLRY).","Redler's background: first general counsel at Tilray, built global legal function; prior 17 years at Coca-Cola.","Gerke oversaw legal, government relations, Tax Institute; served as interim CEO in 2017.","CEO Jeff Jones welcomes Redler and praises Gerke's leadership during key transactions and transitions."],"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":0.55,"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":403785,"accession_number":"0001605297-21-000020","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-12-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"H&R Block extends MetaBank program through 2025, adds Spruce financial products","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["PMA term extended by two years to June 30, 2025, with automatic renewal provisions.","Spruce Accounts (non-interest checking + savings) added as new product offering.","EFS may contract with a back-up account originator for a limited pilot program.","Virtual Refund Advances added to the existing Refund Advance program.","EFS gains termination rights (whole or by product schedule) upon a Durbin Regulatory Event."],"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":0.6,"calibrated_materiality_score":0.6,"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":403784,"accession_number":"0001605297-21-000018","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"H&R Block amends executive severance plan; increases cash severance multiples for named officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Named executive officers (excluding CEO) get 1.5x base salary plus target STI on qualifying termination.","For change-in-control termination, severance increases to 2x base salary plus target STI.","Plan removes years-of-service multiplier and eliminates outdated equity award provisions.","Amendments effective November 4, 2021; CEO Jeff Jones II not a participant."],"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":403783,"accession_number":"0001605297-21-000015","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"H&R Block signs CEO Jeff Jones to new five-year employment agreement through Nov 4, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary of $995,000; short-term incentive target raised to 150% of base salary.","Long-term incentive awards target of $6.2 million annually beginning fiscal year 2023.","Agreement replaces prior 2017 contract; severance includes 2x base plus 2x target STI in certain terminations.","Restrictive covenants include non-compete, non-solicit, non-disparage for 2 years after employment.","Press release highlights Jones' role in Block Horizons 2025 strategy and best tax season in over a decade."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","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":403782,"accession_number":"0001838862-21-000044","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block reports Q1 revenue $193M, loss per share $0.84; reiterates FY2022 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $193M, down 54% YoY; pretax loss $197M, driven by non-repeat of extended tax season revenue.","Loss per share from continuing ops $0.84; adjusted loss per share $0.78.","Repurchased $166M of shares (6.8M at $24.37); $400M remaining under authorization through June 2022.","Reiterates FY2022 outlook; quarterly dividend of $0.27 paid Oct 1, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":192624000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"negative","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":422724,"accession_number":"0001605297-21-000011","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-09-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"H&R Block shareholders elect all 10 director nominees and ratify auditor at 2021 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected with votes ranging from 136M to 140.5M for; broker non-votes ~15.7M.","Ratification of Deloitte & Touche as independent auditor for FY 2022 passed: 155.7M for, 0.95M against.","Advisory say-on-pay proposal approved: 135.0M for, 5.4M against, 0.8M abstentions; broker non-votes 15.7M."],"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":0.15,"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":422723,"accession_number":"0001838862-21-000037","cik":12659,"company_name":"H&R BLOCK INC","ticker":"HRB","form_type":"8-K","filed_at":"2021-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"H&R Block recasts historical financials after fiscal year change to June 30","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved fiscal year end change from April 30 to June 30 effective July 1, 2021.","Recast unaudited results for quarterly periods ended Sep/Dec/Mar/Jun through June 30, 2021.","Twelve months ended June 2021: total revenue $3.59B, net income $684M, diluted EPS $3.64.","Adjusted diluted EPS for twelve months: $3.94; EBITDA from continuing ops $1.05B.","No restatement of prior financials; recast only for comparability after fiscal year change."],"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}],"next_cursor":null}