H&R BLOCK INC updated its fiscal 2026 third quarter ended March 31, 2026 guidance (raised).
“On May 6, 2026, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2026.”
Debt Financings
H&R BLOCK INC incurred senior notes of $350.0 million at 5.375% maturing September 15, 2032.
“Block Financial LLC ("Block Financial") issued and sold $350.0 million principal amount of its 5.375% Notes due 2032”
Debt Financings
H&R BLOCK INC amended revolving credit of $1.5 billion with lenders party thereto from time to time, and JPMorgan Chase Bank, N.A. as the administrative agent maturing July 11, 2030.
“The Amended Credit Facility extends the scheduled maturity date under the 2021 Credit Facility from June 11, 2026 to July 11, 2030, maintains the aggregate principal amount of $1.5 billion, and revises the applicable interest rate table.”
Yolande G. Piazza resigned as Director at H&R BLOCK INC.
“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.”
Tony G. Bowen departed as Chief Financial Officer at H&R BLOCK INC.
“will succeed Tony G. Bowen, the Company’s current Chief Financial Officer, whose retirement will be effective September 13, 2024.”
Tiffany L. Mason was named as Chief Financial Officer at H&R BLOCK INC.
“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.”
Earnings Releases
H&R BLOCK INC reported fiscal 2024 third quarter ended March 31, 2024 results: revenue $2.2 billion. Guidance raised.
“and double-digit EPS growth that allows for continued, significant returns of capital to our shareholders through dividends and share repurchases." • Total revenue of $2.2 billion increased by $91.2 million, or 4%, to the prior year. The increase was primarily due to a higher net average charge and higher company-owned volumes in the Assisted category”
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