H&R Block Management

Management criteria checks 3/4

H&R Block's CEO is Jeff Jones, appointed in Oct 2017, has a tenure of 7.25 years. total yearly compensation is $9.88M, comprised of 10.1% salary and 89.9% bonuses, including company stock and options. directly owns 0.65% of the company’s shares, worth €46.74M. The average tenure of the management team and the board of directors is 4.2 years and 7.6 years respectively.

Key information

Jeff Jones

Chief executive officer

US$9.9m

Total compensation

CEO salary percentage	10.1%
CEO tenure	7.3yrs
CEO ownership	0.6%
Management average tenure	4.2yrs
Board average tenure	7.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jeff Jones's remuneration changed compared to H&R Block's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$587m
Jun 30 2024	US$10m	US$1m	US$596m
Mar 31 2024	n/a	n/a	US$641m
Dec 31 2023	n/a	n/a	US$595m
Sep 30 2023	n/a	n/a	US$564m
Jun 30 2023	US$9m	US$998k	US$560m
Mar 31 2023	n/a	n/a	US$481m
Dec 31 2022	n/a	n/a	US$509m
Sep 30 2022	n/a	n/a	US$541m
Jun 30 2022	US$11m	US$998k	US$558m
Mar 31 2022	n/a	n/a	US$436m
Dec 31 2021	n/a	n/a	US$520m
Sep 30 2021	n/a	n/a	US$455m
Jun 30 2021	n/a	n/a	US$544m
Apr 30 2021	US$9m	US$998k	US$588m
Jan 31 2021	n/a	n/a	US$102m
Oct 31 2020	n/a	n/a	US$206m
Jul 31 2020	n/a	n/a	US$245m
Apr 30 2020	US$7m	US$1m	US$6m
Jan 31 2020	n/a	n/a	US$426m
Oct 31 2019	n/a	n/a	US$435m
Jul 31 2019	n/a	n/a	US$447m
Apr 30 2019	US$9m	US$998k	US$444m
Jan 31 2019	n/a	n/a	US$705m
Oct 31 2018	n/a	n/a	US$582m
Jul 31 2018	n/a	n/a	US$604m
Apr 30 2018	US$12m	US$697k	US$625m

Compensation vs Market: Jeff's total compensation ($USD9.88M) is above average for companies of similar size in the German market ($USD3.30M).

Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.

CEO

Jeff Jones (56 yo)

7.3yrs

Tenure

US$9,877,088

Compensation

Mr. Jeffrey J. Jones, II, also known as Jeff, has been the Chief Executive Officer and President at H&R Block, Inc. since October 9, 2017 and has been its Director since 2017. Mr. Jones is an Independent D...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jeffrey Jones	President	7.3yrs	US$9.88m	0.65% € 46.7m
Kellie Logerwell	VP & Chief Accounting Officer	8.5yrs	US$753.91k	0.011% € 761.6k
Dara Redler	Chief Legal Officer	3yrs	US$2.13m	0.0023% € 169.1k
Curtis Campbell	Chief Product Officer & President of Global Consumer Tax	less than a year	US$672.24k	no data
Tiffany Mason	Chief Financial Officer	less than a year	no data	no data
Nicki Cole	VP of Technology	3.1yrs	no data	no data
Alan Lowden	Chief Information Officer	no data	no data	no data
Michaella Gallina	Vice President of Investor Relations	no data	no data	no data
Jill Cress	Chief Marketing & Experience Officer	2.7yrs	no data	no data
Tiffany Monroe	Chief People & Culture Officer	6.8yrs	no data	no data
Colby Brown	Vice President and Corporate Controller	14.3yrs	no data	no data
Jamil Khan	Chief Small Business Officer	5.3yrs	no data	no data

4.2yrs

Average Tenure

51yo

Average Age

Experienced Management: HRB's management team is considered experienced (4.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jeffrey Jones	President	8yrs	US$9.88m	0.65% € 46.7m
Victoria Reich	Independent Director	13.3yrs	US$322.77k	0.0033% € 236.3k
Matthew Winter	Independent Director	7.2yrs	US$323.77k	0% € 0
Robert Gerard	Independent Chairman	17.3yrs	US$500.19k	0.023% € 1.7m
Mia Mends	Independent Director	3.8yrs	US$306.27k	0% € 0
Richard Johnson	Independent Director	9.3yrs	US$308.77k	0.0073% € 527.5k
Sean Cohan	Independent Director	3.8yrs	US$301.27k	0% € 0
Anuradha Gupta	Independent Director	5.2yrs	US$308.77k	0% € 0

7.6yrs

Average Tenure

61yo

Average Age

Experienced Board: HRB's board of directors are considered experienced (7.6 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/09 01:17
End of Day Share Price	2025/01/09 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

H&R Block, Inc. is covered by 19 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alexander Paris	Barrington Research Associates, Inc.
Jeffrey Silber	BMO Capital Markets Equity Research
Mark Palmer	BTIG

H&R Block Management

Management criteria checks 3/4

Key information

Recent management updates

VP & Chief Accounting Officer recently sold €463k worth of stock

VP & Chief Accounting Officer recently sold €463k worth of stock

Executive Officer recently sold €4.7m worth of stock

H&R Block Appoints Scott Manuel as Chief Strategy & Operations Officer

H&R Block, Inc. Appoints Tiffany Mason as Executive Vice President, Finance

Insufficient new directors

Recent updates

New minor risk - Share price stability

First quarter dividend of US$0.38 announced

New minor risk - Negative shareholders equity

H&R Block, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

H&R Block Declares Quarterly Cash Dividend, Payable on January 6, 2025

H&R Block, Inc. to Report Q1, 2025 Results on Nov 07, 2024

VP & Chief Accounting Officer recently sold €463k worth of stock

VP & Chief Accounting Officer recently sold €463k worth of stock

Executive Officer recently sold €4.7m worth of stock

Fourth quarter dividend of US$0.38 announced

Full year 2024 earnings released: EPS: US$4.16 (vs US$3.63 in FY 2023)

H&R Block, Inc. (NYSE:HRB) announces an Equity Buyback for $1,500 million worth of its shares.

H&R Block Appoints Scott Manuel as Chief Strategy & Operations Officer

H&R Block, Inc. Appoints Tiffany Mason as Executive Vice President, Finance

H&R Block, Inc. to Report Q4, 2024 Results on Aug 15, 2024

Now 21% undervalued

Upcoming dividend of US$0.32 per share

Spruce Launches High Yield 3.50% APY for Savings Accounts

Now 21% undervalued

Third quarter dividend of US$0.32 announced

H&R Block, Inc. Revises Revenue Guidance for the Full Year 2024

Third quarter 2024 earnings released: EPS: US$4.94 (vs US$4.22 in 3Q 2023)

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on July 3, 2024

Insufficient new directors

H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024

Upcoming dividend of US$0.32 per share

Tony Bowen Announces to Retire as Chief Financial Officer of H&R Block

First quarter dividend of US$0.32 announced

H&R Block Announces Quarterly Cash Dividend, Payable on April 3, 2024

H&R Block’S New Direct Import Feature Makes Switching from Turbotax to H&R Block DIY Online Fast and Easy

H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer

H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024

H&R Block, Inc. Introduces H&R Block AI Tax Assist

Chief Financial Officer recently sold €2.0m worth of stock

Upcoming dividend of US$0.32 per share at 2.7% yield

H&R Block Announces the Launch of the New and Improved H&R Block Emerald Advance Loan

First quarter 2024 earnings released: US$1.12 loss per share (vs US$1.05 loss in 1Q 2023)

H&R Block, Inc. Announces Quarterly Cash Dividend, Payable January 4, 2024

H&R Block, Inc. to Report Q1, 2024 Results on Nov 07, 2023

H&R Block, Inc., Annual General Meeting, Nov 03, 2023

Upcoming dividend of US$0.32 per share at 3.2% yield

H&R Block, Inc. Announces Quarterly Dividend, Payable on October 4, 2023

Full year 2023 earnings released: EPS: US$3.57 (vs US$3.31 in FY 2022)

H&R Block, Inc. to Report Q4, 2023 Results on Aug 15, 2023

Upcoming dividend of US$0.29 per share at 3.9% yield

Independent Director recently bought €273k worth of stock

H&R Block, Inc. Updates Earnings Guidance for the Fiscal Year 2023

Third quarter 2023 earnings released: EPS: US$4.23 (vs US$4.13 in 3Q 2022)

H&R Block, Inc. Announces Executive Changes

Upcoming dividend of US$0.29 per share at 3.1% yield

Second quarter 2023 earnings released: US$1.43 loss per share (vs US$1.08 loss in 2Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. Announces Quarterly Cash Dividend, payable on April 5, 2023

H&R Block Introduces First Artificial Intelligence Technology

H&R Block, Inc. to Report Q2, 2023 Results on Feb 07, 2023

Upcoming dividend of US$0.29 per share

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on January 3, 2023

First quarter 2023 earnings released: US$1.05 loss per share (vs US$0.84 loss in 1Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. to Report Q1, 2023 Results on Nov 01, 2022

H&R Block, Inc., Annual General Meeting, Nov 04, 2022

Insider recently sold €2.3m worth of stock

Upcoming dividend of US$0.29 per share

Chief Financial Officer recently sold €3.1m worth of stock

Christianna Wood Not to Stand for Re-Election as Director of H&R Block, Inc

Investor sentiment improved over the past week

Full year 2022 earnings released: EPS: US$3.27 (vs US$3.00 in FY 2021)

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on October 3, 2022

H&R Block, Inc. to Report Fiscal Year 2022 Results on Aug 09, 2022