Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

H&R BLOCK INC
Next earnings Aug 10, 2026 (after close) · consensus $2.24 EPS, $1.13B rev
Last earnings -2.3% on 2026-05-06
Healthy net margin (16.1%); but high leverage (liabilities/equity 35.7x).
Sources: SEC EDGAR (CIK 0000012659, latest 10-Q filed 2026-05-06) · EODHD · as of 6/22/2026, 12:01:29 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~64% below fair value) — worth a look on the value angle.
H&R BLOCK INC shows $3.76B in FY2025 revenue (+4.2% YoY), a 16.1% net margin, and 681.4% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.41B | $3.46B | $3.47B | $3.61B | $3.76B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $584M | $554M | $554M | $595M | $606M |
| Diluted EPS | $3.08 | $3.22 | $3.51 | $4.12 | $4.39 |
| Net margin | 17.1% | 16.0% | 15.9% | 16.5% | 16.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1483 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
| 2026-06-03 | Campbell Curtis A President & CEO | Tax | 1.02K @ $37.96 | $38.6K |
| 2026-01-22 | Plaines Stephanie Director | Award | 3.73K | |
| 2026-01-22 | Charnaux Christian H. Director | Award | 3.73K | |
| 2026-01-22 | Breig Geralyn Director | Award | 3.73K | |
| 2026-01-05 | Darling Mark J. Chief Retail Officer | Award | 1.48K | |
| 2026-01-05 | Campbell Curtis A President & CEO | Award | 17.2K | |
| 2025-11-19 | Jones Jeffrey J II President & CEO | Exercise | 129K @ $29.73 | $3.83M |
| 2025-11-19 | Jones Jeffrey J II President & CEO | Gift | 45.0K | |
| 2025-11-19 | Jones Jeffrey J II President & CEO | Sell | 129K @ $44.54 | $5.74M |
| 2025-11-12 | Jones Jeffrey J II President & CEO | Exercise | 145K @ $29.73 | $4.31M |
| 2025-11-12 | Jones Jeffrey J II President & CEO | Sell | 176K @ $46.46 | $8.20M |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.