H&R Block

H&R Block, Inc. engages in the provision of tax preparation and other services. The firm offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees. It also develops and markets DIY income tax preparation software online, as well as through third-party retail stores and direct mail, and provides DIY tax services, including federal and state income tax returns, access to tax tips, advice, and tax-related news, use of calculators for tax planning, and error checking and electronic filing. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds, Peace of Mind extended service plans, H&R Block Emerald Advance lines of credit, Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity, refund advance loans, H&R Block Instant Refund, and H&R Block Pay With Refund services. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

Earnings data Q3 2021

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H&R Block reports mixed Q3 results, introduces mobile banking platform

H&R Block's Q3 earnings call revealed mixed results in the assisted business segment, with declines in lower-income segments but growth in higher-value clients. The company's introduction of Spruce, a mobile banking platform, and the focus on attracting Gen Z clients and improving service quality scores in the DIY online segment indicate a strategic shift towards digital innovation and customer-centric initiatives.

H&R Block meets Q2 expectations, focuses on innovation and growth

H&R Block's Q2 performance reflects resilience amidst economic pressures, with notable successes in product launches and revenue growth. Challenges in managing bad debt and slowing revenue growth present areas for improvement. The company's focus on innovation and client engagement positions it well for future opportunities.

H&R Block reports mixed Q3 performance, focuses on long-term growth

H&R Block's Q3 performance showcased growth in key areas but also highlighted challenges in certain segments.
The company's focus on long-term revenue growth and profitability signals a strategic approach to navigate industry dynamics.
With a mix of strengths and challenges, H&R Block aims to capitalize on opportunities for sustainable growth and shareholder value.

H&R Block posts 9% revenue growth in Q4 2023 earnings call

H&R Block's Q4 2023 earnings call highlighted strong financial performance, strategic focus on digital expansion, and plans for future growth. Despite challenges, the company remains resilient and aims to capitalize on opportunities in the tax services industry.

H&R Block reports Q1 revenue growth, focuses on profitability and strategic investments

H&R Block's Q1 2024 performance showed revenue growth in key segments, with a focus on accelerating growth and profitability. Challenges include managing expenses to improve profitability amidst an EBITDA loss. The company is well-positioned to capitalize on opportunities through strategic initiatives and a strong balance sheet.

H&R Block reports solid Q2 results, eyes growth through client experience and strategic acquisitions

H&R Block's Q2 performance showcased revenue growth, strong small business and Wave revenue, and successful loan originations. The company's focus on client experience, capital allocation, and strategic acquisitions positions it well for future growth and value creation.

H&R Block reports robust Q3 earnings, eyes growth in new services

H&R Block's Q3 2024 performance was strong, driven by growth in DIY business and positive trends in new services. While facing challenges in assisted volumes, the company showcased financial resilience and strategic initiatives. Opportunities exist in small business tax, subscription services, and AI tax assist for future growth.

H&R Block reports robust Q4 earnings and optimistic FY '25 outlook

H&R Block's Q4 2024 earnings call showcased strong financial performance and positive outlook for FY '25.
While facing challenges like CFO transition and analyst inquiries, the company aims to capitalize on growth opportunities.
Strategic focus on market share, customer experience, and financial product innovation positions H&R Block for continued success.

H&R Block reports 5% revenue growth in Q1 2025

H&R Block's Q1 performance met expectations with revenue growth and strategic focus.
Despite challenges like increased operating expenses, the company remains resilient.
Opportunities for growth include digital enhancements and customer engagement strategies.
Efforts to support communities impacted by natural disasters were acknowledged.

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H&R Block, Inc. engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

New survey data shows two-thirds of small business owners are proud of their resiliency New survey data shows two-thirds of small business owners are proud of their resiliency

Block Advisors Study Finds Those Who Started A Business During The Pandemic Are More Resilient Than Ever

Community support has paved the way to success for many minority-owned small business owners Community support has paved the way to success for many minority-owned small business owners

H&R Block Small Business Resilience Series Study: Minority-Owned Small Businesses Still Heavily Impacted By Pandemic

KANSAS CITY, Mo., April 19, 2022 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fiscal 2022 third quarter results on Tuesday, May 10, 2022, after the New York Stock Exchange market close. At that time, a copy of the press release will be available on the company's investor relations website at https://investors.hrblock.com/.

H&R Block to Release Fiscal Third Quarter Results on May 10, 2022

Jill Cress will join the company's senior leadership team and help advance H&R Block's growth and transformation Jill Cress will join the company's senior leadership team and help advance H&R Block's growth and transformation

One of the Country's Top Strategic Consumer Marketers Joins H&R Block as Its Chief Marketing & Experience Officer

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes,” reads a famous letter that was written from Benjamin Franklin to French scientist Jean-Baptiste Leroy in 1789.

Nothing Is Certain but Death and Taxes

Clark to Serve as Vice President of Technology Clark to Serve as Vice President of Technology

H&R Block Continues Focus on Digital Transformation with Promotion of Paul Clark

H&R Block's Block Advisors “Small Business Resilience Series” study reveals both challenges and optimism as small businesses come back from pandemic setbacks H&R Block's Block Advisors “Small Business Resilience Series” study reveals both challenges and optimism as small businesses come back from pandemic setbacks

New Study Reveals Inflation, Expense Management Are Small Businesses' Biggest Concerns for 2022

KANSAS CITY, Mo., March 10, 2022 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) announced today that members of management will host virtual investor meetings at the Jefferies Business Services Summit on Thursday, March 24, 2022. To request a meeting, please contact your Jefferies salesperson.

H&R Block to Participate in Jefferies Business Services Summit

TROY, Mich., March 7, 2022 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced Alphabet Inc. (NDQ: GOOGL) as its "Stock to Study" and H&R Block Inc. (NYSE: HRB) is its "Undervalued Stock" in the May 2022 issue for investors' informational and educational use.

BetterInvesting™ Magazine Update on Alphabet and H&R Block

H&R Block (HRB) reported earnings 30 days ago. What's next for the stock?

Why Is H&R Block (HRB) Up 8.8% Since Last Earnings Report?

Haynes to serve as Vice President, Corporate Secretary and Chief Ethics Officer Haynes to serve as Vice President, Corporate Secretary and Chief Ethics Officer

H&R Block Welcomes New Vice President with Promotion of Kate Haynes

Taxpayers who have their tax refund directly deposited to their Spruce account can receive their federal tax refund up to five days sooner Taxpayers who have their tax refund directly deposited to their Spruce account can receive their federal tax refund up to five days sooner

H&R Block Study Shares How Americans Use Their Tax Refunds: Majority Use It to Get Caught Up On Finances

Now through March 31 people can nominate a community improvement project for their neighborhood Now through March 31 people can nominate a community improvement project for their neighborhood

H&R Block Continues Partnership with Nextdoor® to Connect Neighbors and Improve Communities Across the Country

Solid shareholder-friendly measures boost H&R Block (HRB). However, high debt is worrisome.

H&R Block (HRB) Banks on Five-Year Strategy Amid High Debt

LEHI, Utah, Feb. 17, 2022 /PRNewswire/ -- MX, the financial data platform and leader in modern connectivity, and H&R Block (NYSE: HRB) promote greater financial inclusion with the launch of the Spruce mobile banking platform. With data enhancement from MX, Spruce empowers consumers with greater transparency into how they spend, save, and manage their money, and support to reach their financial goals.

H&R Block Partners with MX on Spruce(SM) Giving Consumers Transparency About Their Spending

Virtual event to be held on March 9 at 9:30 a.m. EST Virtual event to be held on March 9 at 9:30 a.m. EST

H&R Block to Host Analyst Event on Spruce, the Company's New Mobile Banking Platform

SoFi Technologies

SALT LAKE CITY--(BUSINESS WIRE)--Galileo Financial Technologies, a leading financial technology company owned and operated independently by SoFi Technologies, Inc. (NASDAQ: SOFI), today announced that its API-enabled financial technology powers Spruce℠, the mobile banking platform1 built by H&R Block (NYSE: HRB), which launched on January 20, 2022. Spruce includes a spending account with a debit card, a connected savings account that allows for specific budgeting goals, early paycheck avail

Galileo's Technology Powers H&R Block's New Mobile Banking App, Spruce

H&R Block is on a long list of legacy companies that have been tossed to the wayside.

H&R Block: More Pesky Distractions - Focus On What Matters

Topping list of concerns for Americans in 2022 are finances, an area in which Block can provide many forms of help Topping list of concerns for Americans in 2022 are finances, an area in which Block can provide many forms of help

New H&R Block Study Shows Pandemic Has Increased Americans' Willingness to Seek Help and Support

Block

H&R Block, Inc. (HRB) CEO Jeff Jones on Q2 2022 Results - Earnings Call Transcript

KANSAS CITY, Mo., Feb. 01, 2022 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2022 second quarter ended December 31, 2021.

H&R Block Reports Fiscal 2022 Second Quarter Results; Reiterates Fiscal Year Financial Outlook

H&R Block's (HRB) second-quarter fiscal 2022 revenues are expected to have decreased year over year.

H&R Block (HRB) to Report Q2 Earnings: What's in the Offing?

New week of annual paid time off in July allows Block associates to recharge, reconnect New week of annual paid time off in July allows Block associates to recharge, reconnect

H&R Block Continues Focus on Associate Well-being with Announcement of ‘Annual Reboot'

Although the debt level is a bit troubling, I think the company has the means to handle it, and continue to grow the dividend. In spite of this, the stock remains inexpensive. Reasonable

H&R Block Still A Buy

H&R Block shares the top considerations for the upcoming tax season

News for H&R Block Stock (HRB)