Every material Form 8-K H&R Block has filed with the SEC since November 07, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
H&R Block said on August 12, 2026, that directors Robert A. Gerard and Matthew E. Winter will retire and not stand for re-election at the 2026 Annual Meeting in November. The company said their decisions were not due to any disagreement over operations, policies, or practices. Gerard served as Chairman for almost 14 years, and Winter chaired the Compensation Committee.
Robert A. Gerard and Matthew E. Winter notified the Board on August 12, 2026.
Both will remain directors until the 2026 Annual Meeting of Shareholders in November.
Gerard served as Chairman of the Board for almost 14 years; Winter was Chair of the Compensation Committee.
The filing states no disagreement with the company on operations, policies, or practices.
H&R Block reported fiscal 2026 results for the year ended June 30, 2026, with revenue of $3.95 billion, up 4.9%, and GAAP earnings per share from continuing operations of $5.69, up 28.7%. The GAAP figure includes a one-time $0.65 per share tax benefit tied to an IRS examination resolution, while adjusted earnings per share rose 13.9% to $5.31. The board raised the quarterly dividend 10% to $0.46 per share and set fiscal 2027 adjusted diluted EPS guidance of $6.04 to $6.24.
Revenue of $3.95 billion rose $184.4 million, or 4.9%; operating expenses of $3.0 billion rose 3.6%.
Net income from continuing operations was $736.3 million, up 20.8%; the $84.1 million one-time tax benefit added $0.65 to EPS.
Quarterly dividend increased 10% to $0.46 per share, payable October 6, 2026, to holders of record as of September 3, 2026.
Fiscal 2027 outlook: revenue of $4.11 to $4.16 billion and adjusted diluted EPS of $6.04 to $6.24.
H&R Block reported fiscal third-quarter 2026 revenue of $2.4 billion, up 5.3%, and net income from continuing operations of $848.8 million, up 17.4%. The company raised its fiscal 2026 outlook and plans an incremental $100 million share repurchase in the fourth quarter, though the quarter's GAAP profit includes a one-time $84.1 million tax benefit.
Third-quarter revenue was $2.4 billion, an increase of $121.0 million, or 5.3%, versus the prior year.
Net income from continuing operations rose 17.4% to $848.8 million, including a one-time non-cash tax benefit of $84.1 million ($0.65 per share) tied to an IRS examination resolution.
Adjusted diluted EPS from continuing operations rose 11.9% to $6.02; fiscal 2026 adjusted EPS outlook is now $5.10 to $5.20.
The board authorized an incremental $100 million of repurchases in the fourth quarter of fiscal 2026; about $700 million remains on the $1.5 billion program.
H&R Block reported fiscal 2026 second-quarter results for the period ended December 31, 2025. Revenue rose 11.1% to $198.9 million, while the net loss from continuing operations narrowed slightly to $241.6 million, but the loss per share widened 6.7% to $1.91 because of fewer shares outstanding. The company reaffirmed its full-year fiscal 2026 outlook.
Total revenue of $198.9 million, up $19.8 million or 11.1% from the prior year
Net loss from continuing operations of $241.6 million, improved by $0.9 million
Loss per share from continuing operations of $1.91, up 6.7%, due to share repurchases
Reaffirmed fiscal 2026 revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
On January 20, 2026, H&R Block's board increased its size from eight to eleven directors and elected Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines to fill the new seats. The filing describes the appointments as a way to broaden expertise and strengthen board succession planning, and it sets out their director pay.
Board expanded from eight to eleven directors; Breig, Charnaux, and Plaines took seats effective January 20, 2026.
Charnaux and Plaines joined the Audit Committee; Breig joined the Compensation Committee and the Governance and Nominating Committee.
Non-employee directors are eligible for an $85,000 annual cash retainer and $200,000 in annual director restricted share units; Audit Committee members receive an extra $15,000, and Breig receives $10,000 and $7,500 for her two committee ro
H&R Block reported fiscal 2026 first-quarter results for the period ended September 30, 2025. Revenue rose 5.0% to $203.6 million and the net loss from continuing operations narrowed to $165.4 million, but loss per share widened to $1.26 because of fewer shares outstanding after buybacks. The company reaffirmed its full-year fiscal 2026 outlook and repurchased $400 million of shares during the quarter.
Total revenue of $203.6 million, up $9.7 million or 5.0% from the prior year quarter
Net loss from continuing operations improved $6.1 million to ($165.4) million; loss per share rose 2.4% to ($1.26)
Repurchased 7.9 million shares for $400 million; about $700 million remains on the $1.5 billion program
Fiscal 2026 outlook reaffirmed: revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
On August 26, 2025, Block Financial LLC, a subsidiary of H&R Block, sold $350.0 million of 5.375% notes maturing September 15, 2032, fully and unconditionally guaranteed by H&R Block, Inc. The notes were issued under a shelf registration and a fifth supplemental indenture, which adds U.S. Bank Trust Company as trustee. The filing adds $350.0 million of guaranteed debt to the company's obligations, though it does not state how the proceeds will be used.
Principal amount: $350.0 million; interest at 5.375% per year, payable March 15 and September 15, beginning March 15, 2026
Maturity date: September 15, 2032; make-whole redemption before July 15, 2032, and redemption at 100% of principal plus accrued interest on or after that date
Indenture limits H&R Block and subsidiaries from incurring liens and from consolidating, merging or transferring substantially all assets; requires an offer to repurchase upon certain change of control events
U.S. Bank Trust Company, National Association named separate trustee and successor trustee to Deutsche Bank Trust Company Americas
H&R Block's subsidiary Block Financial LLC agreed on August 19, 2025 to sell $350.0 million of 5.375% Notes due 2032, which the company fully and unconditionally guarantees. The closing is expected on August 26, 2025. The filing describes a debt financing, not an earnings or guidance change, so its direct effect on shareholders depends on how the new debt is used, which the filing does not state.
Block Financial LLC issues $350.0 million principal amount of 5.375% Notes due 2032 under an Underwriting Agreement dated August 19, 2025
H&R Block, Inc. fully and unconditionally guarantees the Notes
Closing expected August 26, 2025; underwriters are J.P. Morgan Securities LLC, PNC Capital Markets LLC and U.S. Bancorp Investments, Inc.
Offering was registered on Form S-3ASR (File No. 333-281584)
H&R Block said Vice President and Chief Accounting Officer Kellie J. Logerwell will retire effective October 24, 2025, and that she was not leaving over any disagreement with the company. April M. Wasleski, currently Director of Accounting, will succeed her as principal accounting officer on the same date. Her compensation has not yet been set by the Compensation Committee.
Kellie J. Logerwell notified the company on August 13, 2025 of her retirement, effective October 24, 2025
April M. Wasleski, 48, will become Vice President and Chief Accounting Officer on October 24, 2025
Wasleski has been with the company and its subsidiaries for over 13 years and Director of Accounting since July 2018
Her compensation in the new role has not yet been determined
H&R Block reported fiscal 2025 results for the year ended June 30, 2025, with revenue up 4.2% to $3.8 billion and diluted EPS from continuing operations up 6.8% to $4.42. The Board also raised the quarterly dividend 12% to $0.42 per share and gave fiscal 2026 guidance with adjusted diluted EPS of $4.85 to $5.00. Shareholders also received $600 million through dividends and buybacks during the year, and a roughly $0.50 per-share tax benefit that management had expected in the fourth quarter was delayed beyond fiscal 2025.
Total revenue of $3.8 billion, up $150.6 million, or 4.2%, from the prior year
Diluted EPS from continuing operations of $4.42, up $0.28 or 6.8%; adjusted EPS of $4.66, up 5.7%
Quarterly dividend raised 12% to $0.42 per share, payable October 6, 2025 to holders of record as of September 4, 2025
Fiscal 2026 outlook: revenue of $3.875 billion to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
H&R Block said CEO Jeffrey J. Jones II will retire on December 31, 2025, and will remain a Strategic Advisor until September 2, 2026. Curtis Campbell, the company's President, Global Consumer Tax and Chief Product Officer, will succeed him as President and CEO on January 1, 2026, and join the Board. The filing describes the change as a planned succession, not a disagreement, and it sets out Campbell's pay package.
Jeffrey J. Jones II to retire as President and CEO and from the Board on December 31, 2025; he will be renominated to the Board at the 2025 Annual Meeting.
Curtis Campbell, age 52, joined H&R Block in May 2024 and becomes CEO on January 1, 2026, with an annual base salary of $995,000.
Campbell's one-time promotion long-term incentive award has an aggregate grant date fair value of $2.15 million.
Jones will receive no additional LTI or STI awards from January 1, 2026 through September 2, 2026.
H&R Block's subsidiary Block Financial LLC entered into an amended credit agreement dated July 11, 2025, with JPMorgan Chase Bank, N.A. as administrative agent. The amendment extends the facility's scheduled maturity from June 11, 2026 to July 11, 2030, keeps the aggregate principal at $1.5 billion, and revises the interest rate table, while other material terms are substantially unchanged. The filing describes a refinancing-style extension of existing borrowing capacity rather than new debt.
Scheduled maturity extended from June 11, 2026 to July 11, 2030
Aggregate principal amount maintained at $1.5 billion
Applicable interest rate table revised; other material terms substantially unchanged
H&R Block Inc. is guarantor; JPMorgan Chase Bank, N.A. is administrative agent
H&R Block reported fiscal third-quarter 2025 results for the period ended March 31, 2025, with revenue up 4.2% to $2.3 billion and net income from continuing operations up 4.5% to $722.9 million. Diluted EPS from continuing operations rose 9.2% to $5.32, helped by fewer shares outstanding after buybacks, and the company reaffirmed its full-year fiscal 2025 outlook.
Quarterly revenue of $2.3 billion rose $92.3 million, or 4.2%, year over year.
Net income from continuing operations was $722.9 million, up 4.5%; diluted EPS was $5.32, up 9.2%.
Fiscal 2025 outlook reaffirmed: revenue of $3.69 billion to $3.75 billion and adjusted diluted EPS of $5.15 to $5.35.
Quarterly dividend of $0.375 per share is payable July 3, 2025; about $1.1 billion remains on a $1.5 billion buyback program.
H&R Block reported fiscal 2025 second-quarter results for the period ended December 31, 2024. Revenue was flat at $179.1 million, while the loss from continuing operations per share widened to $1.79 from $1.33, and the company reaffirmed its full-year fiscal 2025 outlook. For shareholders, the larger loss and flat revenue are the headline measures, and the company spent $190.5 million repurchasing 3.2 million shares in the quarter.
Total revenue was $179.1 million, flat versus $179.1 million a year earlier.
Net loss from continuing operations was $242.5 million, versus $189.1 million a year earlier.
Adjusted diluted loss per share from continuing operations was $(1.73), versus $(1.27) a year earlier.
Fiscal 2025 outlook reaffirmed: revenue of $3.69 to $3.75 billion and adjusted diluted EPS of $5.15 to $5.35.
H&R Block reported fiscal 2025 first-quarter results for the period ended September 30, 2024. Revenue rose 5% to $193.8 million, but the pretax loss grew to $232.3 million and the loss per share from continuing operations widened to $(1.23) from $(1.11). The company reaffirmed its full-year fiscal 2025 outlook and repurchased $210 million of shares in the quarter.
Total revenue of $193.8 million, up $10.0 million or 5% from the prior year, driven by higher company office volumes and international tax preparation revenue
Pretax loss increased by $19.9 million to $232.3 million, with total operating expenses up $32.0 million to $422.1 million
Loss per share from continuing operations was $(1.23) versus $(1.11); adjusted loss per share was $(1.17) versus $(1.05)
Full-year fiscal 2025 outlook reaffirmed, including revenue of $3.69 to $3.75 billion and adjusted diluted EPS of $5.15 to $5.35
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