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

2024-09-16Kellie J LogerwellDisposed 8000 @ 64.41View
2024-09-03Jeffrey J Jones IIDisposed 9722 @ 63.07View
2024-08-19Tony G BowenDisposed 79259 @ 65.17View
2024-07-01Jeffrey J Jones IIDisposed 44975 @ 54.55View
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.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HR Block. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For information on how to trade HRB Stock refer to our How to Trade HRB Stock guide.

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.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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.
100%
As of February 25, 2025, Common Stock Shares Outstanding is expected to decline to about 123 M. In addition to that, Net Income Applicable To Common Shares is expected to decline to about 437.8 M

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.
JavaScript chart by amCharts 3.21.15OthersMCWDSEYSCIROLHRB

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 ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.680.52
Significantly Up
Slightly volatile
Operating Profit Margin0.130.2
Way Down
Slightly volatile

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.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal 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 IICEO PresidentProfile
Jeffrey JonesPresident, Chief Executive Officer, DirectorProfile
Robert GerardIndependent Chairman of the BoardProfile
Kellie LogerwellSenior Vice President Vice PresidentProfile
Karen OroscoPresident of Global Consumer Tax and Service DeliveryProfile
Tony BowenChief Financial OfficerProfile
Paul BrownIndependent DirectorProfile
Sean CohanIndependent DirectorProfile
Richard JohnsonIndependent DirectorProfile
Christianna WoodIndependent DirectorProfile
Anuradha GuptaIndependent DirectorProfile
Bruce RohdeIndependent DirectorProfile
Matthew WinterIndependent DirectorProfile
Victoria ReichIndependent DirectorProfile
Angela ArchonIndependent DirectorProfile
David LewisIndependent DirectorProfile
Mia MendsIndependent DirectorProfile
Alan LowdenChief OfficerProfile
Dara RedlerChief Administrative Officer, General Counsel, Chief Legal OfficerProfile
Nicki ColeSmall TechnologyProfile
Bob MorettiSenior Vice President - U.S. Retail OperationsProfile
Yolande PiazzaIndependent DirectorProfile
Ian HardmanVice President and General Manager - Small BusinessProfile
Michaella GallinaVice RelationsProfile
Les WhitingChief Financial Services OfficerProfile
Tom GannonChief Government Relations Officer, Vice PresidentProfile
Tiffany CPAChief OfficerProfile
Julius LaiChief Product and Experience OfficerProfile
Colby BrownVice ControllerProfile
Dara JDChief OfficerProfile
Tiffany MasonChief OfficerProfile
Thomas GerkeChief Administrative Officer, General Counsel, Chief Legal OfficerProfile
Vinoo VijayChief Marketing OfficerProfile
Roxane HarrisVice President - U.S. Franchise OperationsProfile
Tiffany MonroeChief People OfficerProfile
Jamil KhanChief Strategy and Development OfficerProfile
Curtis CampbellChief TaxProfile
Jill CressChief OfficerProfile

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 ReportedProjected 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 Employee859.6K
Revenue Per Executive95M
Net Income Per Employee141.7K
Net Income Per Executive15.7M
Working Capital Per Employee62.4K
Working Capital Per Executive6.9M

Complementary Tools for HRB Stock analysis

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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