We estimate that the President and CEO of H&R BLOCK INC ($HRB), Jeffrey J. Jones II, received a compensation of $10,969,337 in 2025. This is an increase of 9.96% from an estimated $9,877,088 in 2024.
These estimates are based on a new DEF14A filing, filed with the SEC on September 24, 2025. Note that parsing errors may occur.
$HRB Insider Trading Activity
$HRB insiders have traded $HRB stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HRB stock by insiders over the last 6 months:
- JEFFREY J II JONES (President & CEO) sold 53,810 shares for an estimated $3,405,096
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$HRB Hedge Fund Activity
We have seen 248 institutional investors add shares of $HRB stock to their portfolio, and 265 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC added 1,195,527 shares (+187.1%) to their portfolio in Q2 2025, for an estimated $65,622,477
- BALYASNY ASSET MANAGEMENT L.P. removed 1,139,070 shares (-88.5%) from their portfolio in Q2 2025, for an estimated $62,523,552
- FMR LLC removed 844,792 shares (-5.7%) from their portfolio in Q2 2025, for an estimated $46,370,632
- CLARK CAPITAL MANAGEMENT GROUP, INC. removed 744,117 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $40,844,582
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 704,282 shares (-80.4%) from their portfolio in Q2 2025, for an estimated $38,658,038
- GOLDMAN SACHS GROUP INC added 700,006 shares (+82.5%) to their portfolio in Q2 2025, for an estimated $38,423,329
- NORGES BANK added 698,706 shares (+64.5%) to their portfolio in Q2 2025, for an estimated $38,351,972
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$HRB Analyst Ratings
Wall Street analysts have issued reports on $HRB in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 09/23/2025
- Goldman Sachs issued a "Sell" rating on 08/13/2025
To track analyst ratings and price targets for $HRB, check out Quiver Quantitative's $HRB forecast page.
$HRB Price Targets
Multiple analysts have issued price targets for $HRB recently. We have seen 2 analysts offer price targets for $HRB in the last 6 months, with a median target of $55.0.
Here are some recent targets:
- Alexander Paris from Barrington Research set a target price of $62.0 on 09/23/2025
- George Kelly from Goldman Sachs set a target price of $48.0 on 08/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
