Congress trades
H&R Block, Inc. (HRB)
About H&R Block, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Personal Products & Services
- Chief executive
- Curtis A. Campbell
- Employees
- 4,600
- Listed since
- -
- Market value
- $5.7B
- Price to earnings
- 7.8
- Earnings per share
- $5.78
- Dividend yield
- 3.81%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 11, 2026 | $2.38 | $2.21 | $1.1B | $1.1B | EPS beatRevenue beat |
| Q3 FY2026reported May 6, 2026 | $6.02 | $5.77 | $2.4B | $2.3B | EPS beatRevenue beat |
| Q2 FY2026reported Feb 3, 2026 | -$1.84 | -$1.96 | $198.9M | $187.4M | EPS beatRevenue beat |
| Q1 FY2026reported Nov 6, 2025 | -$1.20 | -$1.40 | $203.6M | $200.1M | EPS beatRevenue beat |
| Q4 FY2025reported Aug 12, 2025 | $2.27 | $2.81 | $1.1B | $1.1B | EPS missRevenue beat |
| Q3 FY2025reported May 7, 2025 | $5.38 | $5.12 | $2.3B | $2.2B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Sep 24, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Jeffrey J. Jones IIPresident and CEO | $998K | $8.3M | $1.7M | $11.0M |
| Curtis A. CampbellPresident, Global Consumer Tax and Chief Product Offic | $627K | $1.5M | $621K | $2.7M |
| Scott R. ManuelChief Strategy and Operations Officer | $543K | $1.4M | $484K | $2.4M |
| Tiffany L. MasonChief Financial Officer | $561K | $1.3M | $502K | $2.4M |
| Dara S. RedlerChief Legal and Administrative Officer | $545K | $1.2M | $510K | $2.3M |
The summary compensation table from the 2025 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $621.7M | 16,326,241 | +5.1% | 12.86% |
| FMR LLC | $599.5M | 15,744,303 | +3.0% | 12.40% |
| AQR Capital Management LLC | $366.2M | 9,616,406 | +202.1% | 7.57% |
| Vanguard Portfolio Management LLC | $236.5M | 6,210,650 | -14.6% | 4.89% |
| Vanguard Capital Management LLC | $217.6M | 5,713,146 | +1.0% | 4.50% |
| State Street Corp | $160.0M | 4,157,916 | +4.1% | 3.27% |
| Fuller & Thaler Asset Management, Inc. | $151.4M | 3,975,923 | -7.1% | 3.13% |
| Lazard Asset Management LLC | $123.5M | 3,244,474 | -13.7% | 2.55% |
| Geode Capital Management, LLC | $116.6M | 3,061,311 | -2.4% | 2.41% |
| Northern Trust Corp | $111.7M | 2,934,354 | -2.7% | 2.31% |
| Dimensional Fund Advisors LP | $86.5M | 2,272,476 | -1.5% | 1.79% |
| Morgan Stanley | $83.2M | 2,185,522 | +9.9% | 1.72% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in HRB
8 disclosures of 8 on record · median 29d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -9.4%S&P +14.6% · vs S&P 500 -24.0% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -24.9%S&P +31.1% · vs S&P 500 -55.9% | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +169.0%S&P +160.1% · vs S&P 500 +8.9% | Apr 29, 2020 | May 13, 2020 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +206.2%S&P +218.4% · vs S&P 500 -12.1% | Mar 18, 2020 | Apr 16, 2020 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +89.3%S&P +174.2% · vs S&P 500 -84.9% | Feb 20, 2019 | Mar 8, 2019 | 16d |
| Josh GottheimerJointFiled late | Stock | Purchase | $1,001 - $15,000 | +97.0%S&P +239.0% · vs S&P 500 -142.0% | Jan 3, 2017 | Aug 13, 2018 | 587d |
| Josh GottheimerJointFiled late | Stock | Sale | $1,001 - $15,000 | +119.1%S&P +222.8% · vs S&P 500 -103.7% | Feb 21, 2017 | Aug 13, 2018 | 538d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +80.8%S&P +171.4% · vs S&P 500 -90.6% | Jul 24, 2018 | Aug 10, 2018 | 17d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded HRB?
Val T. Hoyle, Gilbert Ray Cisneros, Jr., Ro Khanna, Josh Gottheimer disclosed HRB transactions in the filings shown here.
How quickly are HRB trades disclosed?
Congressional disclosures took a median of 29 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.