HR Block Company Insiders
| HRB Stock | USD 30.51 0.29 0.96% |
HR Block's insiders are aggressively selling. The analysis of insiders' sentiment of trading HR Block stock suggests that all insiders are panicking at this time. HR Block employs about 4.3 K people. The company is managed by 42 executives with a total tenure of roughly 266 years, averaging almost 6.0 years of service per executive, having 102.38 employees per reported executive.
| Jeffrey Jones CEO President, Chief Executive Officer, Director |
| Robert Gerard Chairman Independent Chairman of the Board |
Insider Sentiment
Mostly Selling
Selling | Buying |
Latest Trades
| 2025-11-19 | Jeffrey J Jones II | Disposed 128818 @ 44.54 | View | ||
| 2025-11-12 | Jeffrey J Jones II | Disposed 176449 @ 46.46 | View | ||
| 2025-09-23 | Val T. Hoyle | Disposed @ 49.8 | |||
| 2025-04-16 | Jeffrey J Jones II | Disposed 53810 @ 63.28 | View |
Following insider trading sentiment in HR Block can help investors add context around confidence, timing, and operating risk while the public narrative is still evolving. The signal is still regulated and disclosed under securities law, which is why the public filing record matters more than rumor or interpretation alone.
HR Block has a market cap of 3.87 B, operating margin of -1.5%, ROE of 67.91%. See Risk vs Return Analysis for portfolio-level analysis. This suggests a position in HR Block within the allocation view. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.HR Block's Workforce Through the Years
A workforce review of HR Block matters because hiring and staffing trends often say something about growth plans, cost discipline, and management expectations. Current projections suggest a workforce around about 82,800 employees by April 2026, which should be reviewed alongside revenue and margin trends.Macro event markers
HR Block Management Team Effectiveness
The company has Return on Asset of 18.69 % which means that for every $100 of assets, it generated a profit of $18.69. This is typical for the industry. In the same way, it shows a return on shareholders' equity (ROE) of 67.91 %, which means that it generated $67.91 on every $100 invested by stockholders.As of the beginning of March, Financial models indicate Common Stock Shares Outstanding may fall to approximately 117.4 M. In addition to that, Financial models indicate Net Income Applicable To Common Shares may fall to approximately 525.8 M
Stock Ownership Analysis
About 96.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.56. HR Block last dividend was issued on the 4th of March 2026. The company completed a 2:1 stock split on 23rd of August 2005.Reviewing share-based compensation in HR Block helps investors understand how management balances employee incentives against dilution risk. Shares outstanding are near 126.8 M. That is why investors should compare compensation intensity with revenue growth, margin progress, and free-cash-flow generation.
HR Block Quarterly Liabilities And Stockholders Equity | 2.93 Billion |
Insider Trades History
Reviewing insider ownership in HR Block helps investors understand how much of the equity base is controlled by people involved in running the business. Insiders currently hold about 1.24% of outstanding shares. Investors usually want to know whether that level supports alignment without creating excessive control risk. View all of HR Block's insider trades
Macro event markers
Stock Institutional Investors
Institutional ownership matters in HR Block because pension funds, mutual funds, banks, and advisers can materially influence liquidity, governance, and price discovery. Used correctly, institutional data helps investors understand who may be setting the marginal price and how resilient that holder base could be under stress.
| Shares | Franklin Resources Inc | 2025-09-30 | 2.4 M | Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8 M | Arrowstreet Capital Limited Partnership | 2025-12-31 | 1.8 M | Wellington Management Company Llp | 2025-12-31 | 1.7 M | Royal Bank Of Canada | 2025-09-30 | 1.6 M | Norges Bank | 2025-12-31 | 1.6 M | Charles Schwab Investment Management Inc | 2025-12-31 | 1.6 M | Lsv Asset Management | 2025-12-31 | 1.5 M | Bank Of New York Mellon Corp | 2025-09-30 | 1.4 M | Blackrock Inc | 2025-09-30 | 16.3 M | Fmr Inc | 2025-12-31 | 14.6 M |
Insider Trading Activities
Insider trading disclosures for HR Block offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 3.87 Billion. Used properly, these records are better for context than for blind buy-or-sell signals.
Outstanding Bonds
Reviewing HR Block bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
| HRB 25 15 JUL 28 Corp BondUS093662AJ37 | View | |
| US093662AH70 Corp BondUS093662AH70 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Corporate Filings
13A | 5th of February 2026 An amended filing to the original Schedule 13G | ViewVerify |
8K | 3rd of February 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 23rd of January 2026 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
8K | 22nd of January 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 7th of January 2026 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 20th of November 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 |
F4 | 14th of November 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 |
8K | 10th of November 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 131.6 M | Current Value 126.6 M | Average Shares Outstanding 313.7 M | Quarterly Volatility 96.1 M |
Macro event markers
HRB Stock Holders Distribution
Institutional ownership analysis for HR Block matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.
HR Block Market Cap and Value
HR Block Workforce Comparison
HR Block is rated below average in number of employees among leading competitors. The total workforce of Consumer Discretionary industry is currently estimated at about 157,846. HR Block holds roughly 4,300 in number of employees claiming about 2.72% of market share in Consumer Discretionary space.
HR Block Profit Margins
The company has Net Profit Margin of 16.0 %, which may indicate that it has good control over its costs. This is above the sector average. In the same way, it shows Net Operating Margin of -1.5 %, which signifies that for every $100 of sales, it has a net operating loss of $1.5.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.65 | 0.51 |
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HR Block Insider Trading History
Insider trading disclosures for HR Block offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 3.87 Billion. Used properly, these records are better for context than for blind buy-or-sell signals.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2025-12-01 | 2.0 | 10 | 5 | 310,969 | 624,172 |
| 2025-09-01 | 2.0 | 12 | 6 | 236,894 | 87,251 |
| 2024-09-01 | 1.1818 | 13 | 11 | 702,130 | 397,171 |
| 2023-12-01 | 8.0 | 8 | 1 | 41,098 | 46,892 |
| 2023-09-01 | 0.5833 | 7 | 12 | 831,762 | 465,411 |
| 2023-06-01 | 0.6667 | 2 | 3 | 10,500 | 16,730 |
| 2022-12-01 | 4.5 | 9 | 2 | 42,856 | 84,009 |
| 2022-09-01 | 0.625 | 10 | 16 | 421,739 | 299,550 |
| 2021-09-01 | 0.931 | 27 | 29 | 688,317 | 444,709 |
| 2021-06-01 | 0.3333 | 2 | 6 | 6,306 | 50,135 |
| 2020-09-01 | 1.5 | 18 | 12 | 184,474 | 23,894 |
| 2020-06-01 | 1.0 | 5 | 5 | 129,555 | 33,728 |
| 2019-09-01 | 1.1818 | 13 | 11 | 161,584 | 49,969 |
| 2019-06-01 | 1.0 | 5 | 5 | 68,519 | 24,962 |
| 2018-09-01 | 1.1538 | 15 | 13 | 101,673 | 109,575 |
| 2018-06-01 | 1.0 | 6 | 6 | 77,823 | 14,988 |
| 2017-12-01 | 1.0 | 1 | 1 | 5,100 | 2,553 |
| 2017-09-01 | 2.0 | 16 | 8 | 498,158 | 4,402 |
| 2017-06-01 | 0.7619 | 16 | 21 | 1,397,188 | 2,748,836 |
| 2016-09-01 | 2.7778 | 25 | 9 | 168,805 | 796.00 |
| 2016-06-01 | 0.7368 | 14 | 19 | 350,131 | 385,759 |
| 2015-12-01 | 0.6923 | 9 | 13 | 396,804 | 749,086 |
| 2015-09-01 | 2.8 | 14 | 5 | 47,161 | 1,982 |
| 2015-06-01 | 1.0833 | 13 | 12 | 697,566 | 366,882 |
| 2014-09-01 | 2.0 | 12 | 6 | 39,907 | 5,712 |
| 2014-06-01 | 1.1 | 11 | 10 | 224,767 | 139,527 |
| 2013-09-01 | 3.0 | 9 | 3 | 51,630 | 68,041 |
| 2013-06-01 | 0.7 | 7 | 10 | 64,940 | 302,683 |
| 2013-03-01 | 1.0 | 3 | 3 | 695,264 | 696,809 |
| 2012-12-01 | 1.2 | 6 | 5 | 515.30 | 20,533 |
| 2012-09-01 | 3.6667 | 22 | 6 | 102,823 | 14,132 |
| 2012-06-01 | 4.25 | 17 | 4 | 139,809 | 7,370 |
| 2012-03-01 | 1.4286 | 10 | 7 | 130,830 | 148,930 |
| 2011-12-01 | 8.0 | 16 | 2 | 107,194 | 84,320 |
| 2011-09-01 | 1.75 | 14 | 8 | 52,248 | 3,156 |
| 2011-06-01 | 15.0 | 15 | 1 | 1,826,775 | 636.00 |
| 2010-12-01 | 24.0 | 24 | 1 | 742,397 | 94.00 |
| 2010-09-01 | 0.75 | 6 | 8 | 1,019,713 | 193,509 |
| 2009-12-01 | 13.0 | 13 | 1 | 724,545 | 94.00 |
| 2009-09-01 | 2.3333 | 7 | 3 | 160,439 | 63,746 |
| 2009-06-01 | 2.0 | 6 | 3 | 3,643 | 7,199 |
| 2008-09-01 | 2.3333 | 21 | 9 | 1,609,130 | 306,086 |
| 2008-06-01 | 1.3889 | 25 | 18 | 2,008,047 | 343,301 |
| 2008-03-01 | 30.0 | 30 | 1 | 2,510,451 | 0.00 |
| 2007-12-01 | 1.7273 | 19 | 11 | 190,467 | 39,550 |
| 2007-09-01 | 2.0769 | 27 | 13 | 125,395 | 308,752 |
| 2007-06-01 | 2.2778 | 41 | 18 | 966,656 | 193,838 |
| 2007-03-01 | 4.5 | 27 | 6 | 1,658 | 3,300 |
| 2006-12-01 | 3.625 | 29 | 8 | 70,038 | 14,300 |
| 2006-09-01 | 2.1818 | 24 | 11 | 1,077 | 102,441 |
| 2006-06-01 | 3.3684 | 64 | 19 | 1,454,323 | 95,041 |
| 2006-03-01 | 2.5 | 25 | 10 | 18,233 | 45,114 |
| 2005-12-01 | 1.3548 | 42 | 31 | 1,506,123 | 2,996,884 |
| 2005-09-01 | 1.3611 | 49 | 36 | 109,658 | 285,272 |
| 2005-06-01 | 2.2553 | 106 | 47 | 997,305 | 149,237 |
| 2005-03-01 | 2.3571 | 33 | 14 | 4,139 | 210,434 |
| 2004-12-01 | 2.0625 | 33 | 16 | 6,477 | 26,076 |
| 2004-09-01 | 1.2667 | 38 | 30 | 96,168 | 214,515 |
| 2004-06-01 | 2.9333 | 88 | 30 | 813,632 | 115,532 |
| 2004-03-01 | 6.5714 | 46 | 7 | 156,924 | 12,741 |
| 2003-12-01 | 4.0 | 44 | 11 | 17,925 | 52,861 |
| 2003-09-01 | 0.9189 | 34 | 37 | 123,818 | 237,883 |
| 2003-06-01 | 7.6667 | 23 | 3 | 521,800 | 12,000 |
HR Block Notable Stakeholders
Stakeholders matter for HR Block because not every influential participant is a shareholder acting with the same objective or time horizon. This becomes more informative when investors want to understand not just ownership, but influence, incentives, and strategic pressure points.
| Jeffrey Jones | President, Chief Executive Officer, Director | Profile | |
| Robert Gerard | Independent Chairman of the Board | Profile | |
| Kellie Logerwell | Senior Vice President Vice President | Profile | |
| Karen Orosco | President of Global Consumer Tax and Service Delivery | Profile | |
| Curtis Campbell | President Officer | Profile | |
| Tony Bowen | Chief Financial Officer | Profile | |
| Jason Lenhart | Senior CTO | Profile | |
| Paul Brown | Independent Director | Profile | |
| Sean Cohan | Independent Director | Profile | |
| Richard Johnson | Independent Director | Profile | |
| Christianna Wood | Independent Director | Profile | |
| Anuradha Gupta | Independent Director | Profile | |
| Bruce Rohde | Independent Director | Profile | |
| Matthew Winter | Independent Director | Profile | |
| Victoria Reich | Independent Director | Profile | |
| Angela Archon | Independent Director | Profile | |
| David Lewis | Independent Director | Profile | |
| Mia Mends | Independent Director | Profile | |
| April Wasleski | VP Officer | Profile | |
| Scott Manuel | Chief Officer | Profile | |
| Alan Lowden | Chief Officer | Profile | |
| Jeffrey II | Strategic Advisor | Profile | |
| Dara Redler | Chief Administrative Officer, General Counsel, Chief Legal Officer | Profile | |
| Nicki Cole | Small Technology | Profile | |
| Bob Moretti | Senior Vice President - U.S. Retail Operations | Profile | |
| Yolande Piazza | Independent Director | Profile | |
| Ian Hardman | Vice President and General Manager - Small Business | Profile | |
| Michaella Gallina | Vice Relations | Profile | |
| Les Whiting | Chief Financial Services Officer | Profile | |
| Tom Gannon | Chief Government Relations Officer, Vice President | Profile | |
| Tiffany CPA | Chief Officer | Profile | |
| Alicia Chrapaty | Chief Officer | Profile | |
| Julius Lai | Chief Product and Experience Officer | Profile | |
| Colby Brown | Vice Controller | Profile | |
| Dara JD | Chief Officer | Profile | |
| Tiffany Mason | Chief Officer | Profile | |
| Thomas Gerke | Chief Administrative Officer, General Counsel, Chief Legal Officer | Profile | |
| Vinoo Vijay | Chief Marketing Officer | Profile | |
| Roxane Harris | Vice President - U.S. Franchise Operations | Profile | |
| Tiffany Monroe | Chief People Officer | Profile | |
| Jamil Khan | Chief Strategy and Development Officer | Profile | |
| Jill Cress | Chief Officer | Profile |
Management Information & Data Sources
HR Block is a large-cap company in Diversified Consumer Services, Consumer Services, Consumer Discretionary. Executive review focuses on insiders, senior management, and employee signals. Insider participation may help assess long-term alignment, especially during strategy transitions. CEO is Jeffrey Jones with 4,300 employees and 42 reported executives.
Macroaxis compiles HR Block metrics from periodic company reporting and market reference feeds and applies consistent transformation rules before display. Analyst inputs may be included when coverage is available. Not all fields update in real time. Insider and management fields are mapped from published filings and company disclosures.
This content is curated and reviewed by:
Raphi Shpitalnik - Junior Member of Macroaxis Editorial BoardWorkforce Efficiency and Productivity
Investors reviewing HR Block can use workforce efficiency as another lens on execution, especially when comparing similar businesses in the same industry. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.
HR Block Manpower Efficiency
Return on HR Block Manpower
| Revenue Per Employee | 874.6K | |
| Revenue Per Executive | 89.5M | |
| Net Income Per Employee | 140.9K | |
| Net Income Per Executive | 14.4M |
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