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H&R Block (HRB) investor relations material
H&R Block Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for November 10, 2026, with virtual attendance available for shareholders.
Shareholders are encouraged to review proxy materials and vote by November 9, 2026.
Voting matters and shareholder proposals
Election of nine directors is on the ballot, with individual nominees listed.
Ratification of Deloitte & Touche LLP as independent auditor for fiscal year ending June 30, 2027.
Advisory vote on named executive officer compensation (say-on-pay) included.
Approval of the 2026 Long Term Incentive Plan is proposed.
Proxies may vote on other business arising at the meeting or adjournments.
Board of directors and corporate governance
Board recommends voting in favor of all director nominees and proposals.
Nine director nominees are presented for election.
- Shareholders to vote on board, auditor, executive pay, and new incentive plan after strong FY26.HRB
Proxy filing - Revenue up 4.9%, net income up 20.8%, and dividend raised 10% with strong 2027 outlook.HRB
Q4 2026 - Q3 2026 delivered 5.3% revenue growth, higher profits, and raised full-year guidance.HRB
Q3 2026 - Steady growth, strong cash flow, and digital innovation fuel long-term value creation.HRB
Investor presentation - Q2 revenue up 11.1% year-over-year; full-year outlook and capital returns reaffirmed.HRB
Q2 2026 - Leadership transition, financial growth, and strong governance with a focus on ESG and pay-for-performance.HRB
Proxy Filing - Revenue up 5.4% year-over-year; net loss widened, but full-year outlook reaffirmed.HRB
Q1 2025 - Double-digit EPS growth, higher dividend, and robust FY25 outlook highlight strong performance.HRB
Q4 2024 - Q2 revenue flat, net loss widened, but FY25 outlook and capital returns reaffirmed.HRB
Q2 2025
Next H&R Block earnings date
Next H&R Block earnings date
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Frequently asked questions
Tax Preparation
H&R Block is an American company operating in the US, as well as in Canada and Australia. It provides various tax preparation services, including payroll, consulting services, software, electronic filing, and more. The company has over 10,000 different retail tax offices spread across the three previously mentioned countries and is headquartered in Kansas City, Missouri. H&R Block’s shares are listed on the NYSE.
Founded by the Bloch Brothers
H&R Block, Inc. was founded in 1955 by brothers Henry and Richard Bloch in Kansas City, Missouri. Originally conceived as a bookkeeping service for small businesses, the company soon shifted its focus to tax preparation services for individual taxpayers. Recognizing the complexities of the U.S. tax code and the challenges individuals faced in navigating it, the Blochs sought to offer expert assistance to the average American in ensuring accurate and efficient tax filings. The business model quickly proved successful, leading to rapid expansion. By the late 20th century, H&R Block had established itself as one of the largest tax preparation companies in the U.S., with offices spread throughout the country. Due to the complexities in the US tax code, H&R Block is far from alone within its niche. A list of similar companies includes names such as Intuit and Avantax.
For Businesses
H&R Block offers a range of services tailored to the needs of businesses. This includes bookkeeping and payroll services, helping businesses manage their financials, and ensuring that their employees are paid accurately and on time. They also provide expertise in business tax preparation and consultation, assisting companies in navigating complex tax codes, maximizing deductions, and ensuring compliance with local, state, and federal regulations.
For Private Individuals
H&R Block provides a plethora of services geared towards private individuals. Foremost among these is personal tax preparation, where they assist individuals in navigating the complexities of the tax code, ensuring accurate filings, and optimizing refunds. For those who prefer a do-it-yourself approach, H&R Block offers tax software and online filing solutions equipped with intuitive interfaces and guidance. For non-residents or those with international income, H&R Block provides specialized services tailored to unique tax situations. Furthermore, for those facing tax issues or audits, the company offers representation and assistance in resolving disputes with tax authorities.
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