Congress trades
H&R Block, Inc. (HRB)
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About H&R Block, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Personal Products & Services
- Chief executive
- Curtis A. Campbell
- Employees
- 4,600
- Listed since
- -
- Market value
- $6.1B
- Price to earnings (12 mo)
- 8.6
- Net income per share, as reported (12 mo)
- $5.78
- Dividend yield
- 3.46%
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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 29, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Curtis A. CampbellPresident and CEO | $816K | $3.9M | $1.1M | $5.8M |
| Tiffany L. MasonChief Financial Officer | $637K | $2.3M | $673K | $3.6M |
| Scott R. ManuelChief Strategy and Operations Officer | $626K | $2.3M | $665K | $3.5M |
| Dara S. RedlerChief Legal and Administrative Officer | $565K | $1.9M | $566K | $3.0M |
| Mark J. DarlingChief Retail Officer | $403K | $700K | $417K | $1.5M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 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 | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 LLCCliff Asness | $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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in HRB
8 disclosures of 8 on record · median 23d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -0.3%After the saleS&P 500 +14.2% · -14.5 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | -17.3%S&P 500 +30.6% · -47.9 pts vs S&P 500 | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +196.1%After the saleS&P 500 +159.3% · +36.9 pts vs S&P 500 | Apr 29, 2020 | May 13, 2020 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +237.1%S&P 500 +217.3% · +19.8 pts vs S&P 500 | Mar 18, 2020 | Apr 16, 2020 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +107.9%After the saleS&P 500 +172.9% · -65.0 pts vs S&P 500 | Feb 20, 2019 | Mar 8, 2019 | 16d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +116.9%S&P 500 +237.9% · -121.0 pts vs S&P 500 | Jan 3, 2017 | Aug 13, 2018 | 587d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +141.2%After the saleS&P 500 +221.8% · -80.5 pts vs S&P 500 | Feb 21, 2017 | Aug 13, 2018 | 538d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +98.5%S&P 500 +170.1% · -71.5 pts vs S&P 500 | Jul 24, 2018 | Aug 10, 2018 | 17d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HRB, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 23, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded HRB?
Val T. Hoyle, Gilbert Ray Cisneros, Jr., Ro Khanna and Josh Gottheimer disclosed HRB transactions in the filings shown here.
Which members of Congress hold HRB?
1 member of Congress reports a position in HRB in the estimate we hold as of Oct 23, 2026. The estimated position belongs to Lucy McBath. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HRB trades disclosed?
Congressional disclosures took a median of 23 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 Oct 26, 2026.