---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-083093"
form_type: "8-K"
ticker: "HRB"
cik: "0000012659"
company_name: "H&R BLOCK INC"
filed_at: "2025-08-26T23:59:59+00:00"
generated_at: "2026-05-17T09:54:04.960136+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# H&R Block subsidiary issues $350M of 5.375% Notes due 2032

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-25-083093
- form_type: 8-K
- ticker: HRB
- cik: 0000012659
- company_name: H&R BLOCK INC
- filed_at: 2025-08-26T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/12659/000110465925083093/0001104659-25-083093-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/12659/000110465925083093/tm2522221d5_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-083093
- JSON: https://secwatch.observer/filing/0001104659-25-083093.json
- Plain text: https://secwatch.observer/filing/0001104659-25-083093.txt

## Key facts
- Debt Financings
  H&R BLOCK INC incurred senior notes of $350.0 million at 5.375% maturing September 15, 2032.
  - Instrument: senior notes
  - Principal: $350.0 million
  - Rate: 5.375%
  - Maturity: September 15, 2032
  - Event: incurrence
  source text: Block Financial LLC ("Block Financial") issued and sold $350.0 million principal amount of its 5.375% Notes due 2032
  evidence_url: https://www.sec.gov/Archives/edgar/data/12659/000110465925083093/0001104659-25-083093-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.