Entities / Company
H&R Block.
American tax preparation company
- Reports this week
- 2
- Active events
- 1
- Connections
- 45
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
One to three months ago
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A fund holds H&R Block as a top pick, benefiting from Alphabet's Cloud growth.Some support1 report
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Both Smith & Wesson and H&R Block are facing market headwinds and operational challenges.Some support1 report
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Curtis Campbell was named CEO-Elect and Richard A. Johnson was named Board Chair for H&R Block.Well supported3 reports
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Analyst firm started coverage on H&R Block shares on July 28, 2026.Some support3 reports
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H&R Block filed required reports with the Securities and Exchange Commission on July 25, 2026.Some support1 report
Gone quiet
No new reports in 90+ days-
H&R Block is discussing major investment tax reforms.Some support1 report
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Plaid integrated into Venmo, H&R Block, and Coinbase to enable financial account linking for users.Some support1 report
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H&R Block filed a disclosure with the SEC regarding a 4.6% trim of its holdings during Q4.Some support1 report
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Trump's pledge to unleash oil and gas is reported to benefit stocks, involving H&R Block.Some support1 report
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H&R Block reported Q1 results, which met with a negative market reaction, while analysts discussed the shift to assisted filings.Speculative1 report
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H&R Block provides tax preparation services across the United States, Canada, and Australia.Some support4 reports
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A tariff plan announced on August 19, 2025, caused market tanking, impacting consumer discretionary businesses including Mattel, Golden Entertainment, and H&R Block.Some support2 reports1 development inside
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Jason Lenhart joined H&R Block as CTO, and Monika Mehrotra joined the company as SVP, both appointments made on August 7, 2025.Some support1 report
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Jeff Jones was appointed CEO of H&R Block on August 13, 2025.Some support2 reports
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H&R Block missed consensus earnings estimates on August 13, 2025, but still outperformed industry decline.Well supported5 reports
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Automated Insights reported on August 13, 2025, that H&R Block is based in Kansas City, Missouri.Some support2 reports
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H&R Block, based in Kansas City, announced its global small business services, including operations in Ghana, and launched a Detroit street art initiative.Some support1 report
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H&R Block expanded its professional relationship with VaynerMedia on August 26, 2025.Some support1 report
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Wolters Kluwer, H&R Block, and Avalara are recognized as industry leaders in tax technology.Some support1 report
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H&R Block built the mobile banking app Spruce and partnered with Commonwealth for a sweepstakes.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around H&R Block this week
News at the entities that move H&R Block most-
Stephens Mentioned togetherWesBanco, led by CEO Jeffrey Jackson and CFO Daniel Weiss, is facing scrutiny from major financial analysts regarding its performance, credit trends, and loan growth sustainability.Moves H&R Block
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Goldman Sachs OperationalGoldman Sachs, IBM, and Archer Daniels Midland are noted as established market leaders and investment holdings.Moves H&R Block
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Securities and Exchange Commission StructuralMultiple wealth management firms increased holdings or modified positions in various ETFs and filed reports with the SEC.Moves H&R Block
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Donald Trump OperationalDonald Trump endorsed Brandon Gill for reelection, and Gill is married to Dinesh D'Souza's daughter.Moves H&R Block
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SEC StructuralComcast filed recent holdings with the SEC, while Odyssey's film slate supports the company's momentum.Moves H&R Block
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Automated Insights StructuralAutomated Insights generated a story using data on August 28, 2025, while located in San Jose.Moves H&R Block
Connections
The 16 strongest of 45, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Curtis Campbell Structural
Curtis Campbell serves as the CEO of H&R Block.
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Jeffrey Jones Structural
Jeffrey Jones serves as the CEO of H&R Block, defining his professional role within the company structure.
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Jeff Jones Structural
Jeff Jones holds the executive role of CEO and President at H&R Block.
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Tiffany Mason Structural
Tiffany Mason serves as the Chief Financial Officer of H&R Block.
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SEC Structural
H&R Block must comply with the filing requirements and institutional disclosure mandates of the SEC.
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Stephens Mentioned together
Stephens provides analyst coverage, research reports, and share upgrades for H&R Block.
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Smith & Wesson Operational
Both companies operate in markets facing shared headwinds and operational challenges, implying competitive pressure.
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Automated Insights Structural
Automated Insights generates stories by utilizing data provided by H&R Block.
Show all 16 connections
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Pathward Operational
H&R Block and Pathward maintain an ongoing, renewed partnership.
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Securities and Exchange Commission Structural
H&R Block must file required reports and comply with regulations set by the Securities and Exchange Commission.
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Goldman Sachs Operational
Goldman Sachs and H&R Block are active competitors in the financial services industry, with GS actively tracking H&R Block's market outlook.
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Conventum Mentioned together
Conventum, acting as a fund, holds H&R Block as a top pick in its analysis.
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Kartik Mehta Mentioned together
Kartik Mehta discusses industry trends and queries H&R Block regarding its growth.
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Industry Shared context
H&R Block's performance is reported relative to the broader industry trends.
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Donald Trump Operational
Donald Trump or his associated accounts utilize H&R Block for tax client services.
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Kansas City Shared context
H&R Block is based in and operates from Kansas City, Missouri.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
2 eventsJuly 2026
3 eventsShow 1 earlier month
June 2026
15 events- Curtis Campbell was named CEO-Elect and Richard A. Johnson was named Board Chair for H&R Block.
- Plaid integrated into Venmo, H&R Block, and Coinbase to enable financial account linking for users.
- H&R Block filed a disclosure with the SEC regarding a 4.6% trim of its holdings during Q4.
- Trump's pledge to unleash oil and gas is reported to benefit stocks, involving H&R Block.
- H&R Block reported Q1 results, which met with a negative market reaction, while analysts discussed the shift to assisted filings.
- H&R Block provides tax preparation services across the United States, Canada, and Australia.
- A tariff plan announced on August 19, 2025, caused market tanking, impacting consumer discretionary businesses including Mattel, Golden Entertainment, and H&R Block.
- Jason Lenhart joined H&R Block as CTO, and Monika Mehrotra joined the company as SVP, both appointments made on August 7, 2025.
- Jeff Jones was appointed CEO of H&R Block on August 13, 2025.
- H&R Block missed consensus earnings estimates on August 13, 2025, but still outperformed industry decline.
- Automated Insights reported on August 13, 2025, that H&R Block is based in Kansas City, Missouri.
- H&R Block, based in Kansas City, announced its global small business services, including operations in Ghana, and launched a Detroit street art initiative.
- H&R Block expanded its professional relationship with VaynerMedia on August 26, 2025.
- Wolters Kluwer, H&R Block, and Avalara are recognized as industry leaders in tax technology.
- H&R Block built the mobile banking app Spruce and partnered with Commonwealth for a sweepstakes.