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 6.42 years. total yearly compensation is $8.81M, comprised of 11.3% salary and 88.7% bonuses, including company stock and options. directly owns 0.54% of the company’s shares, worth $36.76M. The average tenure of the management team and the board of directors is 4 years and 6.3 years respectively.

Key information

Jeff Jones

Chief executive officer

US$8.8m

Total compensation

CEO salary percentage11.3%
CEO tenure6.4yrs
CEO ownership0.5%
Management average tenure4yrs
Board average tenure6.3yrs

Recent management updates

Recent updates

H&R Block: Adding Value To The Stable Volume

Mar 26

Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)

Mar 15
Calculating The Intrinsic Value Of H&R Block, Inc. (NYSE:HRB)

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

Feb 26
We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares

Feb 02
H&R Block, Inc.'s (NYSE:HRB) Prospects Need A Boost To Lift Shares

H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns

Jan 12
H&R Block (NYSE:HRB) Hasn't Managed To Accelerate Its Returns

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

Dec 21

If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

Nov 10
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

Is H&R Block, Inc. (NYSE:HRB) Trading At A 40% Discount?

Oct 18
Is H&R Block, Inc. (NYSE:HRB) Trading At A 40% Discount?

H&R Block: A Defensive Blue Chip Buy

Oct 18

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

Oct 10

Here's Why H&R Block (NYSE:HRB) Can Manage Its Debt Responsibly

Sep 27
Here's Why H&R Block (NYSE:HRB) Can Manage Its Debt Responsibly

H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

Aug 19
H&R Block's (NYSE:HRB) Upcoming Dividend Will Be Larger Than Last Year's

H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward

Aug 15
H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward

H&R Block: Time To Reload

Aug 03

Are Investors Undervaluing H&R Block, Inc. (NYSE:HRB) By 35%?

Jul 10
Are Investors Undervaluing H&R Block, Inc. (NYSE:HRB) By 35%?

H&R Block: An Attractive Dividend And Growth Stock

Jul 05

We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

May 26
We Ran A Stock Scan For Earnings Growth And H&R Block (NYSE:HRB) Passed With Ease

Returns On Capital At H&R Block (NYSE:HRB) Have Hit The Brakes

May 08
Returns On Capital At H&R Block (NYSE:HRB) Have Hit The Brakes

H&R Block, Inc.'s (NYSE:HRB) Intrinsic Value Is Potentially 58% Above Its Share Price

Feb 17
H&R Block, Inc.'s (NYSE:HRB) Intrinsic Value Is Potentially 58% Above Its Share Price

H&R Block posts Q2 earnings beat on strong end to 2022 tax season

Feb 07

There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

Jan 27
There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

H&R Block: Put This Recession-Resistant Stock On Your Balance Sheet

Jan 20

If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

Nov 24
If EPS Growth Is Important To You, H&R Block (NYSE:HRB) Presents An Opportunity

H&R Block: Overvalued And Risky

Oct 31

There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

Oct 24
There Are Reasons To Feel Uneasy About H&R Block's (NYSE:HRB) Returns On Capital

H&R Block's (NYSE:HRB) Dividend Will Be Increased To $0.29

Aug 19
H&R Block's (NYSE:HRB) Dividend Will Be Increased To $0.29

H&R Block: The Investment Case Has Played Out

Aug 17

Is H&R Block (NYSE:HRB) A Risky Investment?

Aug 12
Is H&R Block (NYSE:HRB) A Risky Investment?

H&R Block Non-GAAP EPS of $1.43 beats by $0.19, revenue of $1.05B beats by $55.24M; plans $1.25B stock buyback

Aug 09

Returns At H&R Block (NYSE:HRB) Appear To Be Weighed Down

Jul 25
Returns At H&R Block (NYSE:HRB) Appear To Be Weighed Down

H&R Block Is Rewarding Patient Investors

Jun 10

CEO Compensation Analysis

How has Jeff Jones's remuneration changed compared to H&R Block's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2023n/an/a

US$596m

Sep 30 2023n/an/a

US$564m

Jun 30 2023US$9mUS$998k

US$560m

Mar 31 2023n/an/a

US$478m

Dec 31 2022n/an/a

US$507m

Sep 30 2022n/an/a

US$541m

Jun 30 2022US$11mUS$998k

US$558m

Mar 31 2022n/an/a

US$436m

Dec 31 2021n/an/a

US$520m

Sep 30 2021n/an/a

US$455m

Jun 30 2021n/an/a

US$544m

Apr 30 2021US$9mUS$998k

US$588m

Jan 31 2021n/an/a

US$102m

Oct 31 2020n/an/a

US$206m

Jul 31 2020n/an/a

US$245m

Apr 30 2020US$7mUS$1m

US$6m

Jan 31 2020n/an/a

US$426m

Oct 31 2019n/an/a

US$435m

Jul 31 2019n/an/a

US$447m

Apr 30 2019US$9mUS$998k

US$444m

Jan 31 2019n/an/a

US$705m

Oct 31 2018n/an/a

US$582m

Jul 31 2018n/an/a

US$604m

Apr 30 2018US$12mUS$697k

US$625m

Compensation vs Market: Jeff's total compensation ($USD8.81M) is about average for companies of similar size in the US market ($USD7.74M).

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


CEO

Jeff Jones (55 yo)

6.4yrs

Tenure

US$8,814,357

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

NamePositionTenureCompensationOwnership
Jeffrey Jones
President6.4yrsUS$8.81m0.54%
$ 36.8m
Kellie Logerwell
VP & Chief Accounting Officer7.7yrsUS$702.22k0.016%
$ 1.1m
Dara Redler
Chief Legal Officer2.2yrsUS$1.95m0.0071%
$ 484.1k
Tony Bowen
Executive Officerless than a yearUS$2.92m0.066%
$ 4.5m
Nicki Cole
VP of Technology2.3yrsno datano data
Alan Lowden
Chief Information Officerno datano datano data
Michaella Gallina
Vice President of Investor Relationsno datano datano data
Jill Cress
Chief Marketing & Experience Officer1.8yrsno datano data
Tiffany Monroe
Chief People and Culture Officer6yrsno datano data
Colby Brown
Vice President and Corporate Controller13.5yrsno datano data
Jamil Khan
Chief Strategy & Small Business Officer4.4yrsno datano data
Les Whiting
Chief Financial Services Officer3.6yrsno datano data

4.0yrs

Average Tenure

50yo

Average Age

Experienced Management: HRB's management team is considered experienced (4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jeffrey Jones
President7.2yrsUS$8.81m0.54%
$ 36.8m
Victoria Reich
Independent Director12.5yrsUS$320.26k0.0032%
$ 217.9k
Matthew Winter
Independent Director6.3yrsUS$323.51k0%
$ 0
Robert Gerard
Independent Chairman16.5yrsUS$490.60k0.023%
$ 1.6m
Mia Mends
Independent Director2.9yrsUS$305.14k0%
$ 0
Richard Johnson
Independent Director8.5yrsUS$303.51k0%
$ 0
Sean Cohan
Independent Director2.9yrsUS$297.89k0%
$ 0
Anuradha Gupta
Independent Director4.3yrsUS$311.01k0%
$ 0
Yolande Piazza
Independent Director3.5yrsUS$294.51k0%
$ 0

6.3yrs

Average Tenure

55yo

Average Age

Experienced Board: HRB's board of directors are considered experienced (6.3 years average tenure).


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