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HRB

Consumer Discretionary, filed as BLOCK H & R INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 2 exits

In 2026 Q2 Li Lu and Lee Ainslie sold out of HRB.

Who owns HRB

Sorted by value, long equity only, as of 2026 Q2.

History
Li Lu, Himalaya Capital Management exited 2026 Q2 Last 2026 Q1 1.6% Exit −1.61% 1,626,906 $52M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 19,943 $633K History

0 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by HRB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All HRB insider trades
  • None no insider bought on the open market
  • $14M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Mark J. Darling Chief Retail Officer
    Sale
    $110K 2,700 shares at $40.69 11% of stake
    Traded Sep 30 Filed Oct 2
    ↗
  2. Jeffrey J Jones II CEO
    Sale
    $5.7M 128,818 shares at $44.54 13% of stake
    Traded Nov 19, 2025 Filed Nov 20, 2025
    ↗
  3. Jeffrey J Jones II CEO
    Sale
    $8.2M 176,449 shares at $46.46 16% of stake
    Traded Nov 12, 2025 Filed Nov 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 13 stock grants, 9 share withholdings for taxes, 2 option exercises, and 1 gift.

Congress

1 member of Congress traded HRB in the last three years: 1 buy and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  2. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $3.47B $3.61B $3.76B $3.95B
Net income $553.7M $595.32M $605.77M $733.6M
Net margin * 15.9% 16.5% 16.1% 18.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.19B $1.24B $1.16B $1.13B
Total non-current assets * $1.88B $1.98B $2.1B $2.13B
Total assets $3.07B $3.22B $3.26B $3.26B
Total current liabilities $0.939B $0.977B $1.3B $0.993B
Total non-current liabilities * $2.1B $2.15B $1.88B $2.15B
Total equity $32.06M $90.59M $88.9M $117.49M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $821.84M $720.86M $680.88M $838.7M
Cash from investing -$101.39M -$93.86M -$105.37M -$124.81M
Cash from financing -$750.99M -$564.31M -$647.44M -$734.22M
Net change in cash -$35.4M $59.88M -$72.05M -$25.24M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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