H&R Block Inc
HRB- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000012659
In the last 90 days, H&R Block Inc insiders filed 0 open-market purchases and 1 sale; 546 institutions reported holding it in 13F filings for Q2 2026, worth $4.87B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $6.29B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $109.9K in total
- 1
- 13F holdersQ2 2026, +60 vs. previous quarter
- 546
- 13F valueReported value at the end of Q2 2026
- $4.87B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $3.95B
- +4.9% year over year
- Net income, FY2026
- $733.6M
- +21.1% year over year
- Free cash flow, FY2026
- $756.1M
- +26.3% year over year
- Revenue, Q1 FY2027
- $224.3M
- +10.2% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 16.8M
- Shares sold short
- Change
- −1.82M
- −9.8% vs. previous
- Days to cover
- 10.05
- At average daily volume
Superinvestors holding HRB, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding HRB at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by H&R Block Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 2, 2026 (view filing)4:48 PM ET | Sep 30 | 2 days | Darling Mark J.Chief Retail Officer | SSale | −2.70K | $40.69 | −$109.9K | −11.1%21.6K after | |
| Nov 20, 2025 (view filing) | Nov 19 | 1 day | Jones Jeffrey J IIPresident & CEO | SSale | −128.8K | $44.54 | −$5.74M | −13.0%861.3K after | |
| Nov 14, 2025 (view filing) | Nov 12 | 2 days | Jones Jeffrey J IIPresident & CEO | SSale | −176.4K | $46.46 | −$8.20M | −16.3%906.3K after | |
| Apr 18, 2025 (view filing) | Apr 16 | 2 days | Jones Jeffrey J IIPresident & CEO | SSale | −53.8K | $63.28 | −$3.41M | −6.0%844.8K after | 10b5-1 |
| Sep 17, 2024 (view filing) | Sep 16 | 1 day | Logerwell Kellie JVP & Chief Acct Officer | SSale | −8.00K | $64.41 | −$515.3K | −30.2%18.5K after | |
| Sep 4, 2024 (view filing) | Sep 3 | 1 day | Jones Jeffrey J IIPresident & CEO | SSale | −9.72K | $63.07 | −$613.2K | −1.1%893.2K after | 10b5-1 |
| Aug 20, 2024 (view filing) | Aug 19 | 1 day | Redler Dara SChief Legal Officer | SSale | −9.10K | $64.10 | −$583.3K | −29.2%22.1K after | |
| Aug 20, 2024 (view filing) | Aug 19 | 1 day | Logerwell Kellie JVP & Chief Acct Officer | SSale | −9.85K | $65.00 | −$640.0K | −28.2%25.0K after | |
| Aug 20, 2024 (view filing) | Aug 19 | 1 day | Bowen Tony GChief Financial Officer | SSale | −79.3K | $65.17 | −$5.17M | −46.8%90.1K after | |
| Jul 1, 2024 (view filing) | Jul 1 | Same day | Jones Jeffrey J IIPresident & CEO | SSale | −45.0K | $54.55 | −$2.45M | −5.9%712.4K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 546 holdersThe largest institutional positions in H&R Block Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,326,241 | $621.7M | 0.01% | +787,417+5.1% | Added |
| FMR LLC | 15,744,303 | $599.5M | 0.03% | +456,900+3.0% | Added |
| AQR Capital Management LLC | 9,616,406 | $366.2M | 0.13% | +6,433,681+202.1% | Added |
| Vanguard Portfolio Management LLC | 6,210,650 | $236.5M | 0.01% | −1,061,675−14.6% | Reduced |
| Vanguard Capital Management LLC | 5,713,146 | $217.6M | 0.00% | +58,111+1.0% | Added |
| State Street Corp | 4,157,916 | $160.0M | 0.00% | +163,123+4.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | $151.4M | 0.41% | −304,370−7.1% | Reduced |
| Lazard Asset Management LLC | 3,244,474 | $123.5M | 0.19% | −516,620−13.7% | Reduced |
| Geode Capital Management, LLC | 3,061,311 | $116.6M | 0.01% | −75,776−2.4% | Reduced |
| Northern Trust Corp | 2,934,354 | $111.7M | 0.01% | −80,782−2.7% | Reduced |
Holders of 5% or more of HRB
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of H&R Block Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 9.10%11.2M shares | −2.40 ppfrom 11.50% | Dec 12, 20227 filings | Nov 5, 2026 | SEC |
| AQR Capital Management LLC | 13G | 7.59%9.62M shares | New | Aug 12, 20261 filing | Aug 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.22%6.63M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in HRB3 members of Congress reported 6 trades in H&R Block Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Oct 10, 2025 |  Val T. Hoyle House · OR | Sell | $1K-$15K |
| Sep 12, 2025 | Val T. Hoyle House · OR | Buy | $1K-$15K |
| May 13, 2020 |  Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |
| May 7, 2020 |  Dean Phillips House · MN | Sell | $1K-$15K |
| Apr 16, 2020 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · OR · Oct 10, 2025
Sell$1K-$15K
House · OR · Sep 12, 2025
Buy$1K-$15K
House · CA · May 13, 2020
Sell$1K-$15K
House · MN · May 7, 2020
Sell$1K-$15K
House · CA · Apr 16, 2020
Buy$1K-$15K