Every material Form 8-K H&R Block filed with the SEC in 2026, 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
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