Reported Earnings • May 12
Third quarter 2026 earnings released: EPS: US$6.66 (vs US$5.38 in 3Q 2025) Third quarter 2026 results: EPS: US$6.66 (up from US$5.38 in 3Q 2025). Revenue: US$2.40b (up 5.3% from 3Q 2025). Net income: US$844.5m (up 17% from 3Q 2025). Profit margin: 35% (up from 32% in 3Q 2025). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Services industry in South America. Declared Dividend • May 12
Third quarter dividend of US$0.42 announced Shareholders will receive a dividend of US$0.42. Ex-date: 3rd June 2026 Payment date: 7th July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 4.3% over the next year. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range. お知らせ • May 06
H&R Block, Inc. announces Quarterly dividend, payable on July 07, 2026 H&R Block, Inc. announced Quarterly dividend of USD 0.4200 per share payable on July 07, 2026, ex-date on June 03, 2026 and record date on June 03, 2026. お知らせ • Apr 23
H&R Block, Inc. to Report Q3, 2026 Results on May 06, 2026 H&R Block, Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026 Reported Earnings • Feb 11
Second quarter 2026 earnings released: US$1.91 loss per share (vs US$1.79 loss in 2Q 2025) Second quarter 2026 results: US$1.91 loss per share. Revenue: US$198.9m (up 11% from 2Q 2025). Net loss: US$241.8m (flat on 2Q 2025). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Services industry in South America. Declared Dividend • Feb 11
Second quarter dividend of US$0.42 announced Shareholders will receive a dividend of US$0.42. Ex-date: 4th March 2026 Payment date: 6th April 2026 Dividend yield will be 4.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.0% over the next year, which should provide support to the dividend and adequate earnings cover. お知らせ • Feb 10
H&R Block Enhances Tax Services with AI and Digital Tools for 2026 H&R Block has announced several enhancements to its tax preparation services for the 2026 tax season. These enhancements include the introduction of AI Tax Assist, which provides clients with instant answers 24/7, and advanced AI tools for tax professionals to quickly address client questions. Additionally, the Smart Product Selector helps filers choose the appropriate DIY online support tier, while enhanced technology aids DIY filers in finding forms and maximizing deductions. These innovations are designed to blend AI-powered efficiency with the expertise of H&R Block's tax professionals, providing a sophisticated yet accessible filing experience for all taxpayers. お知らせ • Feb 06
H&R Block, Inc. Announces Quarterly Cash Dividend, Payable on April 6, 2026 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 cents per share, payable April 6, 2026, to shareholders of record as of March 4, 2026. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962. お知らせ • Feb 04
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026 H&R Block, Inc. reaffirmed earnings guidance for the Fiscal Year 2026. For the period, the company continues to expect: Revenue to be in the range of $3.875 to $3.895 billion. お知らせ • Jan 23
H&R Block, Inc. Announces Board and Committee Appointments, Effective January 20, 2026 H&R Block, Inc. appointed three new members to its Board of Directors: Geralyn R. Breig, former President of Revlon North America; Christian H. Charnaux, Chief Development Officer of Hilton Worldwide Holdings, Inc.; and Stephanie C. Plaines, former CFO of JCPenney, effective January 20, 2026. Geralyn Breig brings extensive consumer brand leadership that supports H&R Block's ongoing evolution of the client experience. She most recently served as President of Revlon North America, where she drove strategic growth initiatives, strengthened organizational capabilities, and expanded innovation pipelines. Her 40-year career includes serving as Chief Executive Officer of AnytownUSA, President of Clarks Americas, and President of Avon North America. Christian Charnaux has a history of success in scaling complex organizations and driving strategic growth, key strengths for H&R Block’s expansion of client delivery platforms. He currently serves as Chief Development Officer for Hilton, leading global development, architecture, design and construction. Prior to rejoining Hilton, Charnaux served as Chief Growth Officer for Inspire Brands, where he led more than $18 billion in acquisitions and integration efforts across a multi-brand restaurant company with over 33,000 locations worldwide. Stephanie Plaines is a former CFO, experienced board member, and accomplished executive whose expertise in finance, operations, and corporate strategy supports H&R Block's next chapter of growth. She currently serves as a Director for The Clorox Company and sits on its Audit Committee. Plaines brings broad experience across consumer staples, retail, e-commerce, real estate, and investment banking, with deep proficiency in omnichannel and digital business models. Her distinguished 30-year career includes serving as CFO of JCPenney, CFO of Jones Lang LaSalle, and U.S. CFO for Starbucks Corporation. The Board has appointed Mr. Charnaux and Ms. Plaines to the Audit Committee of the Board and Ms. Breig to the Compensation Committee and Governance and Nominating Committee of the Board. お知らせ • Jan 21
H&R Block, Inc. to Report Q2, 2026 Results on Feb 03, 2026 H&R Block, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 03, 2026 お知らせ • Jan 09
H&R Block Tax Pro Review Free for New Clients with Purchase of Diy Products H&R Block announced it will include Tax Pro Review services at no additional cost in its paid DIY online tax products for new clients through February 15. This offer supports digital-first filers while leveraging the company's 70-year legacy of professional tax expertise. The One Big Beautiful Bill Act and other 2025 tax code changes introduce a greater level of complexity. H&R Block is well-positioned to provide expert guidance at each stage of the filing process, regardless of how clients choose to file, delivering a true omni-channel experience, from a fully DIY journey to a completely assisted filing with a tax professional in one of 10,000 retail offices. Tax Pro Review enables DIY filers to complete their returns independently online, then submit to an H&R Block tax professional for comprehensive review of the return and source documents--identifying any errors, optimization opportunities, and potential audit triggers before filing. Upon completion of the review, the tax professional signs and submits the return, just as they would with a traditionally prepared filing. The hybrid model addresses a critical market gap: consumers want digital efficiency but seek professional confidence. H&R Block's digital ecosystem now offers: AI Tax Assist: GenAI experience designed to answer tax questions, enabled by OpenAI models; Unlimited Expert Help: Access to human expertise at no added cost with the paid DIY option; Tax Pro Review: Human expert validation before filing (in included at no additional cost through February 15, with a paid DIY product); Tax Calculators: Real-time refund estimation tools. Tax Pro Review is an option that allows DIY filers to access H&R Block's knowledgeable tax experts to double-check completed tax returns to ensure that everything was completed correctly and make sure clients receive every credit and deduction they deserve. This option will be accessible free of charge through February 15, 2026, for new clients who opt to use H&R Block's online paid DIY products. お知らせ • Nov 08
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026 H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2026. For fiscal year, the company expects revenue to be in the range of $3.875 billion to $3.895 billion. お知らせ • Nov 05
H&R Block, Inc. Declares Quarterly Cash Dividend, Payable January 6, 2026 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.42 per share, payable January 6, 2026, to shareholders of record as of December 4, 2025. お知らせ • Oct 24
H&R Block, Inc. to Report Q1, 2026 Results on Nov 06, 2025 H&R Block, Inc. announced that they will report Q1, 2026 results After-Market on Nov 06, 2025 お知らせ • Sep 25
H&R Block, Inc., Annual General Meeting, Nov 05, 2025 H&R Block, Inc., Annual General Meeting, Nov 05, 2025. Board Change • Sep 19
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Aug 18
Fourth quarter dividend of US$0.42 announced Shareholders will receive a dividend of US$0.42. Ex-date: 4th September 2025 Payment date: 6th October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 17
Full year 2025 earnings released: EPS: US$4.47 (vs US$4.20 in FY 2024) Full year 2025 results: EPS: US$4.47 (up from US$4.20 in FY 2024). Revenue: US$3.76b (up 4.2% from FY 2024). Net income: US$606.7m (up 1.9% from FY 2024). Profit margin: 16% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Services industry in South America. Board Change • Aug 13
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Aug 07
H&R Block, Inc. Announces Executive Appointments H&R Block, Inc. announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company’s transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology. Lenhart leads the company’s engineering teams in building scalable, product-driven solutions aligned with H&R Block’s consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max. Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University. Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience. Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business. お知らせ • Jul 30
H&R Block, Inc. to Report Q4, 2025 Results on Aug 12, 2025 H&R Block, Inc. announced that they will report Q4, 2025 results After-Market on Aug 12, 2025 お知らせ • May 07
H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable July 3, 2025, to shareholders of record as of June 4, 2025. お知らせ • Apr 24
H&R Block, Inc. to Report Q3, 2025 Results on May 07, 2025 H&R Block, Inc. announced that they will report Q3, 2025 results After-Market on May 07, 2025 お知らせ • Apr 03
H&R Block, Inc. Announces Changes to Board Chairman, Effective April 1, 2025 H&R Block announced that the company’s Board of Directors has unanimously elected Richard A. Johnson as the new Chairman of the Board, effective April 1, 2025. Johnson joined the H&R Block Board of Directors in 2015 and is a member of the Audit and Compensation Committees. He succeeds Robert A. Gerard, who has served as Chairman since 2011. Johnson spent much of his business career at Foot Locker, completing his service as President, Chief Executive Officer, and Chairman of the Board. Johnson also serves on the Board of Directors of Build-A-Bear Workshop, Inc. and Graebel Companies, Inc., and on the Chancellor’s National Leadership Council at the University of Wisconsin, Eau Claire. お知らせ • Mar 25
H&R Block, Inc. Names Phillip Miller as Chief Information Security Officer, effective March 31, 2025 H&R Block, Inc. announced that Phillip Miller will join the company as the new Vice President and Chief Information Security Officer (CISO) as of March 31. Miller brings over 15 years of executive security experience across retail, manufacturing, and technology sectors. Miller has built and maintained strategic programs for companies to meet security, legal, privacy and regulatory frameworks. Most recently, Phillip founded Qurple, LLC, where he served as an advisor and consultant for numerous companies. Prior to that, he held Vice President/Chief Information Security Officer roles at NetApp and Brooks Brother. Miller has also served as a Principal Security Advisor at Amazon Web Services where he advised financial services, health services, financial technology, and investment management companies on secure cloud computing and compliance strategies. Miller is the author of "Hacking Success," a book on information security policy and artificial intelligence. He holds a UK law degree, is a Certified Information Systems Security Professional (CISSP), and actively participates in privacy, ethics, and technology law forums. お知らせ • Feb 28
H&R Block Launches Highly Immersive, Tax-Themed Experience Within Popular Roblox Games Mega Mansion Tycoon and Club Roblox H&R Block has launched a highly immersive, tax-themed experience within popular Roblox games Mega Mansion Tycoon and Club Roblox – the first-ever tax company to do so – for users ages 18 and older. The timing couldn’t be better as young adult Gen Z gamers may be unaware of their current tax obligations, and that their 2025 activity could trigger a 1099 form next year. H&R Block offers an immersive gaming experience that is authentically additive in the following ways: Through video ads on the platform, Roblox will feature a custom H&R Block-branded universe, launching on Feb. 28 and accessible to gamers ages 18 and up around the world through March 28, 2025; Users interact with 30-second H&R Block content in exchange for exclusive and limited-edition items for their avatars, making the gameplay experience easier and more enjoyable; A Club Roblox integration will take the H&R Block interactivity a step further. In doing so, users can engage with Max, H&R Block’s “TaxCot,” in a branded in-game tax office within the Club Roblox and Mega Mansion Tycoon games; and With Max’s help, players can complete tasks allowing them to level up – illustrating how it’s better with Block, and that H&R Block makes the tax process easy and convenient, no matter the complexity of the gamer's situation. WHY GAMING: For H&R Block, the most trusted company in tax prep, the addressable audience for potential gaming taxpayers is huge: more than half of 85M+ Roblox’s daily active users are Gen Z, engaging across community-created and brand-created content and immersive experiences. According to the U.S. Department of Labor, in late 2023, the share of Gen Zers in the workforce surpassed Baby Boomers for the first time. お知らせ • Feb 07
H&R Block, Inc Declares Quarterly Cash Dividend, Payable on April 3, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable April 3, 2025, to shareholders of record as of March 4, 2025. お知らせ • Jan 22
H&R Block, Inc. to Report Q2, 2025 Results on Feb 04, 2025 H&R Block, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2025 お知らせ • Nov 08
H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025 H&R Block, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the period, the company expected revenue to be in the range of $3.69 billion to $3.75 billion. お知らせ • Nov 07
H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025 H&R Block, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable January 6, 2025, to shareholders of record as of December 5, 2024. お知らせ • Oct 25
H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024 H&R Block, Inc. announced that they will report Q1, 2025 results After-Market on Nov 07, 2024 Upcoming Dividend • Aug 29
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 05 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (3.0%). Recent Insider Transactions • Aug 22
Executive Officer recently sold Mex$97m worth of stock On the 19th of August, Tony Bowen sold around 79k shares on-market at roughly Mex$1,221 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$163m more than they bought in the last 12 months. Board Change • Aug 19
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Director Mia Mends was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
