H&R Block, Inc. (HRB)

H&R Block's stock price has declined significantly over the past six months. As of February 6, 2026, the stock decreased by 27.99% over the last three months and 24.29% over the past 30 days. Following its Q2 fiscal 2026 earnings release on February 3, 2026, the stock fell by 3.93% in aftermarket trading despite an 11% increase in revenue due to investor concerns over an earnings miss and broader market volatility. The company reported a net loss of $242 million for the second quarter of fiscal 2026 and acknowledged challenges in its assisted tax preparation channel. The company reaffirmed its fiscal 2026 outlook and declared a quarterly cash dividend of $0.42 per share, payable on April 6, 2026.

H&R Block's business is highly seasonal, with the majority of its revenue generated during the annual tax season. The second fiscal quarter contributes approximately 5% of the company's annual total revenue and typically results in a net loss.

H&R Block, Inc. is a provider of tax preparation services, small business solutions, and related financial products, operating in the Consumer Discretionary sector. Its offerings include in-person and virtual tax preparation, online and desktop tax software, and year-round services for small businesses through Block Advisors and Wave platforms. The company also provides financial tools like the Spruce mobile banking app, the Emerald prepaid debit card, and Tax Identity Shield.

H&R Block's operations extend across the United States, Canada, and Australia. The company has over 9,000 retail offices globally, operated directly or through franchisees.

H&R Block's brand reputation was impacted by an FTC order finalized in January 2025, following a complaint about unfairly advertising its online tax filing products as "free." The company was ordered to pay $7 million to compensate affected consumers and implement changes for the 2025 and 2026 tax seasons. CNET named H&R Block the "best online tax product for 2026."

H&R Block, Inc. is predominantly controlled by institutional investors, who hold over 95% of the company's shares. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., FMR LLC, State Street Global Advisors, Inc., Fuller & Thaler Asset Management, Inc., and Boston Partners Global Investors, Inc. Individual insiders hold approximately 0.786% of ownership, and CEO Jeffrey J. Jones II sold shares in November 2025.