HR Block Company Insiders
HRB Stock | USD 54.35 0.82 1.53% |
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 4.2 K people. The company is managed by 38 executives with a total tenure of roughly 237 years, averaging almost 6.0 years of service per executive, having 110.53 employees per reported executive.
Jeffrey Jones CEO President, Chief Executive Officer, Director |
Robert Gerard Chairman Independent Chairman of the Board |
Insider Sentiment 0
Mostly Selling
Selling | Buying |
Latest Trades
2024-09-16 | Kellie J Logerwell | Disposed 8000 @ 64.41 | View | ||
2024-09-03 | Jeffrey J Jones II | Disposed 9722 @ 63.07 | View | ||
2024-08-19 | Tony G Bowen | Disposed 79259 @ 65.17 | View | ||
2024-07-01 | Jeffrey J Jones II | Disposed 44975 @ 54.55 | View |
Monitoring HR Block's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
HRB |
HR Block's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with HR Block's future performance. Based on our forecasts, it is anticipated that HRB will maintain a workforce of about 82800 employees by March 2025.HR Block Management Team Effectiveness
The company has Return on Asset of 0.1725 % which means that on every $100 spent on assets, it made $0.1725 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.975 %, implying that it generated $0.975 on every 100 dollars invested. HR Block's management efficiency ratios could be used to measure how well HR Block manages its routine affairs as well as how well it operates its assets and liabilities. At present, HR Block's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 6.21, whereas Return On Capital Employed is forecasted to decline to 0.19. At present, HR Block's Total Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Intangible Assets is expected to grow to about 415.7 M, whereas Total Assets are forecasted to decline to about 3.7 B.HR Block Workforce Comparison
HR Block is rated below average in number of employees category among its peers. The total workforce of Consumer Discretionary industry is currently estimated at about 68,803. HR Block holds roughly 4,200 in number of employees claiming about 6% of stocks in Consumer Discretionary industry.
HR Block Profit Margins
The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of (1.64) %, which entails that for every $100 of revenue, it lost $1.64.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.68 | 0.52 |
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Operating Profit Margin | 0.13 | 0.2 |
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HR Block Insider Trading History
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 must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
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
A HR Block stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as HR Block often face trade-offs trying to please all of them. HR Block's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting HR Block's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Jeffrey II | CEO President | Profile | |
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 | |
Tony Bowen | Chief Financial Officer | 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 | |
Alan Lowden | Chief Officer | 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 | |
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 | |
Curtis Campbell | Chief Tax | Profile | |
Jill Cress | Chief Officer | Profile |
About HR Block Management Performance
The success or failure of an entity such as HR Block often depends on how effective the management is. HR Block management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of HRB management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the HRB management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.25 | 0.26 | |
Return On Capital Employed | 0.32 | 0.19 | |
Return On Assets | 0.21 | 0.12 | |
Return On Equity | 5.91 | 6.21 |
Please note, the presentation of HR Block's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, HR Block's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of HR Block's management manipulating its earnings.
HR Block Workforce Analysis
Traditionally, organizations such as HR Block use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare HR Block within its industry.HR Block Manpower Efficiency
Return on HR Block Manpower
Revenue Per Employee | 859.6K | |
Revenue Per Executive | 95M | |
Net Income Per Employee | 141.7K | |
Net Income Per Executive | 15.7M | |
Working Capital Per Employee | 62.4K | |
Working Capital Per Executive | 6.9M |
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When running HR Block's price analysis, check to measure HR Block's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HR Block is operating at the current time. Most of HR Block's value examination focuses on studying past and present price action to predict the probability of HR Block's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HR Block's price. Additionally, you may evaluate how the addition of HR Block to your portfolios can decrease your overall portfolio volatility.
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