H&R Block Management
Management criteria checks 4/4
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 $48.15M. 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
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity
Jan 09
H&R Block, Inc. (NYSE:HRB) Shares Could Be 43% Below Their Intrinsic Value Estimate
Dec 04Investors Aren't Entirely Convinced By H&R Block, Inc.'s (NYSE:HRB) Earnings
Nov 16H&R Block: Attractive Entry Point, Buy The Dip
Nov 10Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention
Oct 29H&R Block: This Boring Buyback King Still Has Room To Run
Oct 16Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?
Sep 29Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?
Sep 08H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375
Aug 22H&R Block: Still A Good Investment For The Long Run, But I'd Like A Pullback
Aug 13H&R Block, Inc.'s (NYSE:HRB) Earnings Are Not Doing Enough For Some Investors
Jul 31H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate
Jun 18H&R Block: Q3 Earnings Beat Both Top And Bottom Lines
May 27We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease
May 26H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward
Apr 20H&R Block: Adding Value To The Stable Volume
Mar 26Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)
Mar 15We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease
Feb 26H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares
Feb 02H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns
Jan 12H&R Block: Upward Trajectory In Progress With Value Likely Ahead
Dec 21H&R Block: A Defensive Blue Chip Buy
Oct 18H&R Block A Buy Opportunity, And Today More Than Just Tax Prep
Oct 10H&R Block: Time To Reload
Aug 03H&R Block: An Attractive Dividend And Growth Stock
Jul 05CEO Compensation Analysis
| 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 about average for companies of similar size in the US market ($USD7.97M).
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 |
|---|---|---|---|---|
| President | 7.3yrs | US$9.88m | 0.65% $ 48.2m | |
| VP & Chief Accounting Officer | 8.5yrs | US$753.91k | 0.011% $ 784.6k | |
| Chief Legal Officer | 3yrs | US$2.13m | 0.0023% $ 174.2k | |
| Chief Product Officer & President of Global Consumer Tax | less than a year | US$672.24k | no data | |
| Chief Financial Officer | less than a year | no data | no data | |
| VP of Technology | 3.1yrs | no data | no data | |
| Chief Information Officer | no data | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Chief Marketing & Experience Officer | 2.7yrs | no data | no data | |
| Chief People & Culture Officer | 6.8yrs | no data | no data | |
| Vice President and Corporate Controller | 14.3yrs | no data | no data | |
| 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 |
|---|---|---|---|---|
| President | 8yrs | US$9.88m | 0.65% $ 48.2m | |
| Independent Director | 13.3yrs | US$322.77k | 0.0033% $ 243.4k | |
| Independent Director | 7.2yrs | US$323.77k | 0% $ 0 | |
| Independent Chairman | 17.3yrs | US$500.19k | 0.023% $ 1.7m | |
| Independent Director | 3.8yrs | US$306.27k | 0% $ 0 | |
| Independent Director | 9.3yrs | US$308.77k | 0.0073% $ 543.4k | |
| Independent Director | 3.8yrs | US$301.27k | 0% $ 0 | |
| 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 | 2025/01/10 05:08 |
| End of Day Share Price | 2025/01/10 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 |