HR Block Ownership
| HRB Stock | USD 55.44 0.05 0.09% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 135.6 M | Current Value 135.6 M | Avarage Shares Outstanding 317.5 M | Quarterly Volatility 93.4 M |
HRB Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.86. HR Block last dividend was issued on the 4th of June 2025. The entity had 2:1 split on the 23rd of August 2005. HR Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. HR Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri. HR Block operates under Personal Services classification in the United States and is traded on New York Stock Exchange. It employs 3800 people. To learn more about HR Block call Jeffrey II at (816) 854-3000 or check out https://www.hrblock.com.Besides selling stocks to institutional investors, HR Block also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different HR Block's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align HR Block's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
HR Block Quarterly Liabilities And Stockholders Equity |
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HR Block Insider Trades History
Only 1.15% of HR Block are currently held by insiders. Unlike HR Block's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against HR Block's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of HR Block's insider trades
HRB Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HR Block is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HR Block backward and forwards among themselves. HR Block's institutional investor refers to the entity that pools money to purchase HR Block's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wellington Management Company Llp | 2025-03-31 | 2.1 M | Aqr Capital Management Llc | 2025-03-31 | 1.8 M | Charles Schwab Investment Management Inc | 2025-03-31 | 1.7 M | Lsv Asset Management | 2025-03-31 | 1.7 M | Bank Of New York Mellon Corp | 2025-03-31 | 1.7 M | Arrowstreet Capital Limited Partnership | 2025-03-31 | 1.5 M | Qube Research & Technologies | 2025-03-31 | 1.4 M | Balyasny Asset Management Llc | 2025-03-31 | 1.3 M | Royal Bank Of Canada | 2025-03-31 | 1.2 M | Blackrock Inc | 2025-03-31 | 15.9 M | Fmr Inc | 2025-03-31 | 14.7 M |
HR Block Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HR Block insiders, such as employees or executives, is commonly permitted as long as it does not rely on HR Block's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HR Block insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
HR Block Outstanding Bonds
HR Block issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HR Block uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HRB bonds can be classified according to their maturity, which is the date when HR Block has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| HRB 25 15 JUL 28 Corp BondUS093662AJ37 | View | |
| US093662AH70 Corp BondUS093662AH70 | View | |
| US093662AG97 Corp BondUS093662AG97 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
HR Block Corporate Filings
8K | 15th of July 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 5th of June 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 12th of February 2025 Other Reports | ViewVerify | |
10Q | 6th of February 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether HR Block offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of HR Block's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hr Block Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hr Block Stock:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HR Block. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Diversified Consumer Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of HR Block. If investors know HRB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about HR Block listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.093 | Dividend Share 1.445 | Earnings Share 4.03 | Revenue Per Share | Quarterly Revenue Growth 0.042 |
The market value of HR Block is measured differently than its book value, which is the value of HRB that is recorded on the company's balance sheet. Investors also form their own opinion of HR Block's value that differs from its market value or its book value, called intrinsic value, which is HR Block's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because HR Block's market value can be influenced by many factors that don't directly affect HR Block's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between HR Block's value and its price as these two are different measures arrived at by different means. Investors typically determine if HR Block is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HR Block's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.