Highest-materiality recent filing
H&R Block directors Gerard and Winter to retire from board at 2026 annual meeting
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.
HRB FY26 revenue $3.95B (+4.9%), EPS $5.69; quarterly dividend raised 10% to $0.46
Revenue $3.95B, up 4.9% YoY; operating expenses $3.0B, up 3.6% on field wages, occupancy, technology costs.
H&R Block Q3 revenue $2.4B (+5.3%); adjusted EPS $6.02, raises FY outlook
Total revenue $2.4B, up 5.3% YoY; assisted market share improved for third straight year.
H&R Block Q2 revenue up 11% to $198.9M; net loss improves to $241.6M
Revenue $198.9M (+11.1% YoY) driven by assisted volume/NAC, Wave subscriptions, and DIY software sales.
H&R Block appoints three new independent directors, expanding board to 11
Appointed Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines as independent directors, effective Jan 20, 2026.
All eight director nominees elected with for votes between 101.3M and 102.5M; broker non-votes of 9.9M each.
Revenue increased 5.0% to $203.6M; operating expenses down 2.7% to $410.6M.
H&R Block discloses compensation details for new CAO April Wasleski
Base salary set at $255,000 effective October 24, 2025.
H&R Block subsidiary issues $350M of 5.375% Notes due 2032
Block Financial LLC issued $350M of 5.375% Notes due 2032, fully guaranteed by H&R Block.
H&R Block subsidiary issues $350M of 5.375% Notes due 2032, fully guaranteed by parent
Block Financial LLC issued $350M principal of 5.375% Notes due 2032.
H&R Block CAO Kellie Logerwell to retire Oct 24; succeeded by April Wasleski
Chief Accounting Officer Kellie J. Logerwell retiring effective October 24, 2025; no disagreement with company.
H&R Block reports FY2025 revenue up 4.2% to $3.8B; EPS rises 6.8%, dividend increased 12%
Revenue $3.8B (+4.2%); net income from continuing ops $609.5M (+1.9%).
H&R Block CEO Jeffrey Jones to retire Dec 31, 2025; Curtis Campbell named successor
Jones to retire as CEO and Board member effective Dec 31, 2025; will serve as Strategic Advisor through Sep 2026.
H&R Block extends $1.5B credit facility maturity to July 2030
Extended maturity of $1.5B credit facility from June 2026 to July 2030.
H&R Block Q3 FY2025 revenue $2.3B (+4.2%), EPS $5.32 (+9.2%), reaffirms FY outlook
Net income from cont. ops. $722.9M (+4.5%); adjusted EPS $5.38 (+8.9%).
H&R Block reports Q2 loss per share $(1.79); revenue flat; reaffirms FY2025 outlook
Revenue $179.1M flat YoY; pretax loss widened to $312.3M from $282.9M.
H&R Block shareholders elect eight directors, ratify auditor, approve say-on-pay at 2024 meeting
All eight director nominees elected, including Sean Cohan (111.6M for) and Richard Johnson (112.1M for).
H&R Block Q1 revenue up 5% to $193.8M; loss per share widens to $(1.23)
Revenue $193.8M, +5% YoY on higher assisted volume and net average charge.
H&R Block extends banking partnership with Pathward through June 2027; adjusts Emerald Advance terms
Fourth Amendment extends PMA term by two years to June 30, 2027.
H&R Block director Yolande G. Piazza resigns immediately; board reduced to 8
Yolande G. Piazza resigned from the Board effective September 17, 2024.
H&R Block FY24 revenue $3.6B (+4%), EPS $4.14; dividend up 17%, $1.5B buyback approved
FY24 revenue $3.61B (+4% YoY); pretax income $762M, net income $598M.
H&R Block names Tiffany Mason as CFO effective Sept 13, 2024; succeeds retiring Tony Bowen
Mason appointed EVP Finance (Aug 5) and CFO (Sept 13), succeeding Tony Bowen who is retiring.
H&R Block Q3 FY24 revenue $2.2B (+4%); EPS growth 18%; expects near high-end of outlook
Total revenue $2.2B (+$91.2M, +4% YoY); pretax income $907.4M (+$51.9M).
H&R Block CFO Tony Bowen to retire; external search for successor underway
Tony Bowen retires as CFO after 7+ years; will stay through Sept. 2024 for transition.
H&R Block Q2 revenue up 8% to $179.1M; EPS loss improves to $(1.33) from $(1.43)
Pretax loss narrowed by $15.1M to $282.9M; adjusted EPS loss improved to $(1.27) from $(1.37).
H&R Block Q1 revenue $183.8M (+2% YoY), pretax loss narrows to $212.4M; outlook reaffirmed
Revenue $183.8M (+2% YoY) driven by higher US assisted tax prep average charge, partially offset by lower Emerald Card revenue.
H&R Block shareholders elect all 9 director nominees, ratify auditor, approve say-on-pay
All nine director nominees elected; votes for each exceeded 115 million.
H&R Block FY23 EPS $3.56 (+9% YoY); raises quarterly dividend 10% to $0.32
Revenue $3.47B (+0.3% YoY); net income $562M; adjusted EPS $3.82 (+9%).
H&R Block amends credit agreement to replace LIBOR with SOFR ahead of June 2023 cessation
On May 25, 2023, H&R Block and subsidiary Block Financial entered First Amendment to credit agreement.
H&R Block President Karen Orosco to depart July 1, 2023
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.
H&R Block reports Q3 revenue $2.1B (+2%), EPS $4.14 (+2%); cuts FY23 outlook
Revenue $2.1B, +2% YoY; EPS $4.14, +2%; adjusted EPS $4.20, +2%.
H&R Block Q2 revenue $166.4M (+5% YoY); adjusted EPS -$1.37; FY23 reaffirmed
Revenue grew 5% to $166.4M; pretax loss flat at $298.0M on higher wages and bad debt.
H&R Block shareholders elect all 9 director nominees and ratify auditor at 2022 annual meeting
All nine director nominees elected with votes for ranging from 124.0M to 126.2M; Jeffrey J. Jones II received highest 'for' count.
H&R Block Q1 loss widens to $1.05 EPS; revenue down 7%; reaffirms FY2023 outlook
Total revenue $180.0M, down 7% YoY, due to $16.6M impact from Advanced Child Tax Credit loaded onto Emerald Cards last year.
H&R Block director Christianna Wood not seeking re-election at 2022 annual meeting
Christianna Wood notified Board on Aug 16, 2022 she will not stand for re-election at 2022 Annual Meeting.
H&R Block approves amended LTI equity award agreements for FY2023 grants
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.
H&R Block reports FY22 revenue $3.46B, adj EPS $3.51; raises dividend 7%, authorizes $1.25B buyback
FY22 revenue $3.463B (-3.5% reported, normalized +5%); EPS $3.26; adjusted EPS $3.51 (normalized +18.2%).
H&R Block Q3 revenue up 4% to $2.1B; raises FY2022 guidance
Pretax income rose $33M to $862M; EPS from continuing ops $4.06 vs $4.09 prior year.
H&R Block Q2 revenue up 12% to $159M, loss per share improves; reaffirms FY outlook
Revenue $159M (+12% YoY); operating expenses $436M (+4%).
H&R Block GC Tom Gerke retiring; Dara Redler appointed Chief Legal Officer
Tom Gerke retires as General Counsel and Chief Administrative Officer after 10 years; effective Jan 17, 2022; will assist transition.
H&R Block extends MetaBank program through 2025, adds Spruce financial products
PMA term extended by two years to June 30, 2025, with automatic renewal provisions.
H&R Block amends executive severance plan; increases cash severance multiples for named officers
Named executive officers (excluding CEO) get 1.5x base salary plus target STI on qualifying termination.
H&R Block signs CEO Jeff Jones to new five-year employment agreement through Nov 4, 2026
Base salary of $995,000; short-term incentive target raised to 150% of base salary.
H&R Block reports Q1 revenue $193M, loss per share $0.84; reiterates FY2022 outlook
Revenue $193M, down 54% YoY; pretax loss $197M, driven by non-repeat of extended tax season revenue.
H&R Block shareholders elect all 10 director nominees and ratify auditor at 2021 annual meeting
All 10 director nominees elected with votes ranging from 136M to 140.5M for; broker non-votes ~15.7M.
H&R Block recasts historical financials after fiscal year change to June 30
Board approved fiscal year end change from April 30 to June 30 effective July 1, 2021.
On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).
On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).
On September 17, 2024, Yolande G. Piazza, a member of the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”), notified the Board of her decision to resign as a director of the Company effective immediately.
will succeed Tony G. Bowen, the Company’s current Chief Financial Officer, whose retirement will be effective September 13, 2024.
On August 5, 2024, H&R Block, Inc. (the “Company”) announced that Tiffany L. Mason, 49, has been named the Company’s Chief Financial Officer, effective September 13, 2024.
On February 1, 2024, Tony Bowen notified H&R Block, Inc. (the “Company”) of his intention to retire from his position as Chief Financial Officer following the Company’s fiscal year 2024 to spend more time with family and focus on personal interests.
H&R Block, Inc. (the “Company”) announced that effective as of May 11, 2023, Karen A. Orosco will no longer serve as the Company’s President, Global Consumer Tax and Service Delivery and will depart the Company as of July 1, 2023.
On August 16, 2022, Christianna Wood notified the Board of Directors of H&R Block, Inc. (the “Company”) that she does not intend to stand for re-election as a director of the Company at the 2022 Annual Meeting of Shareholders.
Max materiality 0.85 · Median 0.57 · Most common event earnings