HRB H&R Block (HRB) Insider Trading, Ownership & Congress Trades
Services · Services-personal services · CIK 0000012659
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
320
13F, latest reported quarter
What the filings say about HRB
Insiders, 180 days
-$109.9K net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-09-23
Planned sales (Form 144), 90 days
$109.9K
1 notice
H&R Block insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, H&R BLOCK INC insiders sold a net $109.9K of stock across 36 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 12.5% of the 21,588 shares held after it.
- No other insider sold within 30 days.
- 320 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Retail Officer Darling Mark J. sold about $109.9K of HRB on Sep 30, 2026; 320 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Nov 12, 2025.
- The trade is 15.0% of the 861,312 shares held after it.
- No other insider sold within 30 days.
- 320 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Jones Jeffrey J II sold about $5.7M of HRB on Nov 19, 2025; 320 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Apr 16, 2025.
- The trade is 19.5% of the 906,312 shares held after it.
- No other insider sold within 30 days.
- 320 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Jones Jeffrey J II sold about $8.2M of HRB on Nov 12, 2025, the largest insider sale at the company on our record; 320 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Sep 3, 2024.
- The trade is 6.4% of the 844,790 shares held after it.
- No other insider sold within 30 days.
- 320 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Jones Jeffrey J II sold about $3.4M of HRB on Apr 16, 2025; 320 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 19, 2024.
- The trade is 43.3% of the 18,474 shares held after it.
- 3 other insiders sold within 30 days.
- 320 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP & Chief Acct Officer Logerwell Kellie J sold about $515.3K of HRB on Sep 16, 2024; 3 other insiders sold within 30 days and 320 funds added in the latest 13F quarter.36 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$109.9K over 180 days
-$109.9K over 90 days
more than 65% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
320 funds bought in last quarter
more than 88% of Services
Revenue
+4.9% year over year
below 51% of Services
Margin
18.6% net margin
more than 87% of Services
Buybacks
no share repurchases reported
Short interest
16.5% of the float short (float per yahoo 2026-10-26) · 8.0 days to cover · settled 2026-09-30
more than 94% of Services
What changed in the last 30 days
Oct 2Chief Retail Officer Darling Mark J. sold $109.9K (Sep 30)
Sep 30Officer Darling Mark J. filed to sell $109.9K by Sep 30 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch HRB
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-0.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HRB: institutional holders (13F)
13F holdings, latest reported quarter
16,326,241 sh
$621.7M
15,744,303 sh
$599.5M
9,616,406 sh
$366.2M
6,210,650 sh
$236.5M
5,713,146 sh
$217.6M
Congress trades in HRB
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-09-23 · disclosed 17 days later
$1,001 - $15,000
Bought 2024-10-29 · disclosed 318 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HRB planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Darling Mark J.
Filed 2026-09-30
$109.9K
HRB mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Lazard Equity Franchise Portfolio
$2.4M position · as of 2026-06-30
6.5%
Frank Value Fund
$1.8M position · as of 2026-06-30
5.2%
Royce Small-Cap Special Equity Fund
$23.8M position · as of 2026-06-30
5.0%
The Acquirers Fund
$1.3M position · as of 2026-07-31
4.2%
Leadershares Alphafactor Tactical Focused ETF
$2.4M position · as of 2026-07-31
3.7%
Monarch Dividend Plus Index ETF
$2.0M position · as of 2026-05-31
3.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Jeffrey J. Jones II
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2022
$8.8M
$4.0M
$2.6M
+119%
+106%
2021
$11.0M
$33.1M
$2.5M
+136%
+72%
2020
$191.2K
$1.6M
$90.2K
+50%
+103%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $109.9K sold by insiders over 180 days, 320 funds added last quarter, $109.9K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
HRB financials
Revenue growth
+4.9%
XBRL, annual
Net margin
18.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.9B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM HRB
| FY Jun 2026 | $3.9B |
| FY Jun 2025 | $3.8B |
| FY Jun 2024 | $3.6B |
| FY Jun 2023 | $3.5B |
| FY Jun 2022 | $3.5B |
| Jun 2026 | $1.1B |
| Mar 2026 | $2.4B |
| Dec 2025 | $198.9M |
| Sep 2025 | $203.6M |
| Jun 2025 | $1.1B |
| Mar 2025 | $2.3B |
| Dec 2024 | $179.1M |
| Sep 2024 | $193.8M |
At each fiscal year end
Single quarter
Net margin, TTM
+18.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM HRB
| FY Jun 2026 | +18.6% |
| FY Jun 2025 | +16.1% |
| FY Jun 2024 | +16.5% |
| FY Jun 2023 | +15.9% |
| FY Jun 2022 | +16.0% |
| Jun 2026 | +25.7% |
| Mar 2026 | +35.4% |
| Dec 2025 | -121.8% |
| Sep 2025 | -81.5% |
| Jun 2025 | +27.0% |
| Mar 2025 | +31.7% |
| Dec 2024 | -135.9% |
| Sep 2024 | -89.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$756.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HRB
| FY Jun 2026 | $756.1M |
| FY Jun 2025 | $598.8M |
| FY Jun 2024 | $657.2M |
| FY Jun 2023 | $752.1M |
| FY Jun 2022 | $746.6M |
| Jun 2026 | $236.5M |
| Mar 2026 | $1.5B |
| Dec 2025 | -$649.5M |
| Sep 2025 | -$370.0M |
| Jun 2025 | $241.3M |
| Mar 2025 | $1.3B |
| Dec 2024 | -$597.4M |
| Sep 2024 | -$347.3M |
At each fiscal year end
Single quarter
Debt to equity
12.69x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity HRB
| FY Jun 2026 | 12.69x |
| FY Jun 2025 | 16.80x |
| FY Jun 2024 | 16.46x |
| FY Jun 2023 | 46.44x |
| FY Jun 2022 | 7.03x |
| Jun 2026 | 12.69x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 16.80x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.56x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt HRB
| FY Jun 2026 | 0.56x |
| FY Jun 2025 | 0.46x |
| FY Jun 2024 | 0.48x |
| FY Jun 2023 | 0.55x |
| FY Jun 2022 | 0.54x |
| Jun 2026 | 0.56x |
| Mar 2026 | 0.46x |
| Dec 2025 | 0.22x |
| Sep 2025 | 0.31x |
| Jun 2025 | 0.46x |
| Mar 2025 | 0.49x |
| Dec 2024 | 0.34x |
| Sep 2024 | 0.49x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+710.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HRB
| FY Jun 2026 | +710.9% |
| FY Jun 2025 | +675.0% |
| FY Jun 2024 | +970.7% |
| FY Jun 2023 | +454.4% |
| FY Jun 2022 | +184.7% |
| Jun 2026 | +710.9% |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | +675.0% |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+22.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HRB
| FY Jun 2026 | +22.5% |
| FY Jun 2025 | +18.7% |
| FY Jun 2024 | +18.9% |
| FY Jun 2023 | +17.5% |
| FY Jun 2022 | +15.2% |
| Jun 2026 | +22.5% |
| Mar 2026 | +22.3% |
| Dec 2025 | +21.8% |
| Sep 2025 | +23.7% |
| Jun 2025 | +18.7% |
| Mar 2025 | +17.5% |
| Dec 2024 | +19.4% |
| Sep 2024 | +23.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital HRB
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed HRB
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
P/E, trailing HRB
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$6.7B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value HRB
| FY Jun 2026 | $5.4B |
| FY Jun 2025 | $7.9B |
| FY Jun 2024 | $8.0B |
| FY Jun 2023 | $5.4B |
| FY Jun 2022 | $6.2B |
| Jun 2026 | $5.4B |
| Mar 2026 | $5.0B |
| Dec 2025 | $7.9B |
| Sep 2025 | $8.5B |
| Jun 2025 | $7.9B |
| Mar 2025 | $8.1B |
| Dec 2024 | $9.2B |
| Sep 2024 | $9.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+12.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield HRB
| FY Jun 2026 | +15.7% |
| FY Jun 2025 | +8.1% |
| FY Jun 2024 | +8.7% |
| FY Jun 2023 | +15.5% |
| FY Jun 2022 | +13.2% |
| Jun 2026 | +15.7% |
| Mar 2026 | +18.9% |
| Dec 2025 | +9.5% |
| Sep 2025 | +8.5% |
| Jun 2025 | +8.1% |
| Mar 2025 | +8.8% |
| Dec 2024 | +9.5% |
| Sep 2024 | +7.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
PEG, trailing HRB
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $3.9B | $3.8B | $3.6B | $3.5B |
| Net income | $733.6M | $605.8M | $595.3M | $553.7M |
| EPS (diluted) | 5.66 | 4.39 | 4.12 | 3.51 |
| Operating cash flow | $838.7M | $680.9M | $720.9M | $821.8M |
| Cash | $958.7M | $983.3M | $1.1B | $987.0M |
| Long-term debt | $1.5B | $1.1B | $1.5B | $1.5B |
| Dividends paid | $211.0M | $197.3M | $179.8M | $177.9M |
SEC XBRL, fiscal years, as known on 2026-10-28
HRB Stock Sonar score 6/7 axes
Find similar shapesCompareHRB ranks highest on profitability (98th percentile) and institutional and government (69th), and lowest on insider conviction (32nd), among Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HRB filings, in plain words
Are H&R Block insiders buying or selling HRB?
In the 180 days to 2026-10-28, H&R Block insiders were net sellers, a net $109.9K across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded HRB?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Valerie Hoyle dated 2025-09-23.
Are there planned insider sales of HRB?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $109.9K of stock; the latest, by Darling Mark J., was filed 2026-09-30.
Read the full summary
In the 180 days to 2026-10-28, H&R Block insiders were net sellers of HRB, a net $109.9K across purchases and sales reported on Form 4 by 1 seller. Members of Congress have disclosed trades in HRB, none in the last year; the latest on record is a sale by Valerie Hoyle dated 2025-09-23. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $109.9K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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