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.

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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.

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H&R Block's (HRB) Block Horizons strategy is expected to help the company deliver sustainable revenues and operating profit growth.

H&R Block (HRB) Rises 21% in a Year: Here's What to Know

H&R Block is a leading business in the tax industry, utilizing its strong brand and deep expertise to generate highly attractive margins. Management utilizes this to distribute to shareholders, with over 40% of diluted shares repurchased. Management has taken good actions to improve the company's growth trajectory, which we suspect will work (although not to the top-end expected), allowing for an acceleration of returns.

H&R Block: Upward Trajectory In Progress With Value Likely Ahead

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Last chance to prepare your portfolio for tax season

H&R Block combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process H&R Block combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process

New H&R Block AI Tax Assist Provides DIY Tax Filers Instant, Unlimited Help with No Extra Fees or Upgrade Required for Live Tax Pro Assistance

H&R Block (HRB) could produce exceptional returns because of its solid growth attributes.

Here is Why Growth Investors Should Buy H&R Block (HRB) Now

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

Why Is H&R Block (HRB) Up 7.9% Since Last Earnings Report?

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Why H&R Block (HRB) is a Top Momentum Stock for the Long-Term

Reasons to Retain H&R Block (HRB) Stock in Your Portfolio

Three Featured Franchisees of the Year, the Elite 25, and Top 100 were celebrated at the company's Frontline Forum Three Featured Franchisees of the Year, the Elite 25, and Top 100 were celebrated at the company's Frontline Forum

H&R Block Celebrates Top Performing Franchisees for Their Bold Commitment to Client Experience and Company Transformation

H&R Block's (HRB) earnings decline but revenues increase year over year in the first quarter of fiscal 2024.

H&R Block (HRB) Q1 Earnings and Revenues Beat Estimates

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H&R Block, Inc. (NYSE:HRB ) Q1 2024 Results Conference Call November 7, 2023 4:30 PM ET Company Participants Michaella Gallina - Vice President of Investor Relations Jeff Jones - President and Chief Executive Officer Tony Bowen - Chief Financial Officer Conference Call Participants Kartik Mehta - Northcoast Research Scott Schneeberger - Oppenheimer & Company George Tong - Goldman Sachs Operator Thank you for standing by, and welcome to H&R Block's First Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

H&R Block, Inc. (HRB) Q1 2024 Earnings Call Transcript

KANSAS CITY, Mo., Nov. 07, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2024 first quarter ended September 30, 2023.

H&R Block Reports Fiscal 2024 First Quarter Results; Full Year Outlook Reaffirmed

H&R Block (HRB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

H&R Block (HRB) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

KANSAS CITY, Mo., Oct. 30, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations, ESG, & Productivity, will host virtual investor meetings at the Northcoast Research 2023 Management Fall Forum on Monday, November 13, 2023.

H&R Block to Participate in the Northcoast Research 2023 Management Fall Forum

The third annual report reveals there isn't one middle America but rather two, Millennials and Baby Boomers The third annual report reveals there isn't one middle America but rather two, Millennials and Baby Boomers

H&R Block's Annual ‘Outlook on American Life' Report Provides Insight into Middle America and Factors Influencing the Nation's Economy

KANSAS CITY, Mo., Oct. 24, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fiscal 2024 first quarter results on Tuesday, November 7, 2023, after the New York Stock Exchange market close. At that time, a copy of the press release and presentation will be available on the company's investor relations website at https://investors.hrblock.com/.

H&R Block to Release Fiscal 2024 First Quarter Results on November 7, 2023

KANSAS CITY, Mo., Oct. 23, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations, ESG, & Productivity, will host investor meetings at the JP Morgan 2023 Equity Opportunities Forum on Monday, November 6, 2023, in Miami, Florida.

H&R Block to Participate in the JP Morgan 2023 Equity Opportunities Forum

Traditional defensive sectors such as utilities and consumer staples have not performed well in the recent market sell-off. H&R Block is a defensive mature business in the tax preparation industry that has historically outperformed the S&P 500 during market declines. HRB has a history of delivering strong results and implementing shareholder friendly dividend and share repurchase programs.

H&R Block: A Defensive Blue Chip Buy

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H&R Block Welcomes Teri Daley as Vice President of Corporate Communications

H&R Block (HRB) Stock Rises 30% in Three Months: Here's How

H&R Block gets a Buy Rating today, in line with consensus from analysts and Wall Street. Strengths include its dividend yield, valuation, YoY earnings, and liquidity. Offsetting factors could be an expensive current share price and underperformance vs. the S&P500 index.

H&R Block A Buy Opportunity, And Today More Than Just Tax Prep

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News for H&R Block Stock (HRB)