H&R Block, Inc.

NYSE:HRB Stock Report

Market Cap: US$8.6b

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 7.08 years. total yearly compensation is $9.88M, comprised of 10.1% salary and 89.9% bonuses, including company stock and options. directly owns 0.64% of the company’s shares, worth $55.42M. The average tenure of the management team and the board of directors is 4 years and 7.4 years respectively.

Key information

Jeff Jones

Chief executive officer

US$9.9m

Total compensation

CEO salary percentage10.1%
CEO tenure7.1yrs
CEO ownership0.6%
Management average tenure4yrs
Board average tenure7.4yrs

Recent management updates

Recent updates

Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention

Oct 29
Why The 36% Return On Capital At H&R Block (NYSE:HRB) Should Have Your Attention

H&R Block: This Boring Buyback King Still Has Room To Run

Oct 16

Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?

Sep 29
Does H&R Block (NYSE:HRB) Deserve A Spot On Your Watchlist?

Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?

Sep 08
Does H&R Block (NYSE:HRB) Have A Healthy Balance Sheet?

H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375

Aug 22
H&R Block (NYSE:HRB) Is Increasing Its Dividend To $0.375

H&R Block: Still A Good Investment For The Long Run, But I'd Like A Pullback

Aug 13

H&R Block, Inc.'s (NYSE:HRB) Earnings Are Not Doing Enough For Some Investors

Jul 31
H&R Block, Inc.'s (NYSE:HRB) Earnings Are Not Doing Enough For Some Investors

H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate

Jun 18
H&R Block, Inc. (NYSE:HRB) Shares Could Be 22% Below Their Intrinsic Value Estimate

H&R Block: Q3 Earnings Beat Both Top And Bottom Lines

May 27

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

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

Apr 20
H&R Block (NYSE:HRB) Has More To Do To Multiply In Value Going Forward

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

CEO Compensation Analysis

How has Jeff Jones's remuneration changed compared to H&R Block's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024US$10mUS$1m

US$596m

Mar 31 2024n/an/a

US$641m

Dec 31 2023n/an/a

US$595m

Sep 30 2023n/an/a

US$564m

Jun 30 2023US$9mUS$998k

US$560m

Mar 31 2023n/an/a

US$481m

Dec 31 2022n/an/a

US$509m

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 ($USD9.88M) is about average for companies of similar size in the US market ($USD7.98M).

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

CEO

Jeff Jones (56 yo)

7.1yrs

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

NamePositionTenureCompensationOwnership
Jeffrey Jones
President7.1yrsUS$9.88m0.64%
$ 55.4m
Kellie Logerwell
VP & Chief Accounting Officer8.3yrsUS$753.91k0.010%
$ 903.0k
Dara Redler
Chief Legal Officer2.8yrsUS$2.13m0.0023%
$ 200.7k
Curtis Campbell
Chief Product Officer & President of Global Consumer Taxless than a yearUS$672.24kno data
Tiffany Mason
Chief Financial Officerless than a yearno datano data
Nicki Cole
VP of Technology2.9yrsno 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 Officer2.5yrsno datano data
Tiffany Monroe
Chief People and Culture Officer6.7yrsno datano data
Colby Brown
Vice President and Corporate Controller14.2yrsno datano data
Jamil Khan
Chief Strategy & Small Business Officer5.1yrsno datano data

4.0yrs

Average Tenure

51yo

Average Age

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

Board Members

NamePositionTenureCompensationOwnership
Jeffrey Jones
President7.8yrsUS$9.88m0.64%
$ 55.4m
Victoria Reich
Independent Director13.2yrsUS$322.77k0.0032%
$ 280.2k
Matthew Winter
Independent Director7yrsUS$323.77k0%
$ 0
Robert Gerard
Independent Chairman17.2yrsUS$500.19k0.023%
$ 2.0m
Mia Mends
Independent Director3.6yrsUS$306.27k0%
$ 0
Richard Johnson
Independent Director9.2yrsUS$308.77k0.0072%
$ 625.3k
Sean Cohan
Independent Director3.6yrsUS$301.27k0%
$ 0
Anuradha Gupta
Independent Director5yrsUS$308.77k0%
$ 0

7.4yrs

Average Tenure

61yo

Average Age

Experienced Board: HRB's board of directors are considered experienced (7.4 years average tenure).