H&R Block announces new senior leadership appointments to enhance technology and operations supporting financial services and innovation.
Quiver AI Summary
H&R Block, Inc. has appointed Jason Lenhart as Senior Vice President and Chief Technology Officer and Monika Mehrotra as Senior Vice President, Operations & Technology, to enhance the company’s transformation efforts and improve its financial services. Lenhart, previously with JetBlue, will lead engineering teams to create scalable, product-driven solutions, while Mehrotra, with experience at TransUnion, will oversee financial product operations and innovation. The announcement highlights H&R Block's commitment to empowering financial freedom for clients through technology and trust, as well as introducing additional leadership roles to support its mission, including Brendan Mulryan (VP of Customer Care), Ian Campbell (VP of Assisted Tax Products), Keith Miller (VP of Real Estate), Jessica Hazel (VP of Investor Relations), and Brandy King (VP of Corporate Communications).
Potential Positives
- Appointment of experienced leaders Jason Lenhart and Monika Mehrotra as Senior Vice President and Chief Technology Officer and Senior Vice President, Operations & Technology, respectively, strengthens H&R Block's management team.
- Lenhart's background in engineering and product development, particularly from his experience with HBO Max, suggests a potential for innovative digital solutions to enhance customer experience.
- Mehrotra's expertise in global operations and fraud prevention is likely to drive efficiency and improve the company's operational capabilities.
- The addition of several key leadership positions indicates H&R Block's commitment to enhancing customer service and operational excellence, which may lead to improved client satisfaction and business growth.
Potential Negatives
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FAQ
Who are the new executives at H&R Block?
The new executives are Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology.
What roles do Jason Lenhart and Monika Mehrotra bring to H&R Block?
Lenhart brings engineering expertise and product leadership, while Mehrotra contributes global operations experience to drive efficiency and innovation.
What is H&R Block's primary mission?
H&R Block aims to empower financial freedom for clients through trust, technology, and global tax preparation and financial services.
What experience does Jason Lenhart have prior to H&R Block?
Lenhart previously served as Vice President of Technology Engineering at JetBlue, where he led software development teams for key digital products.
How can I find more information about H&R Block?
For more information, visit H&R Block's website at HRBlock.com or their news section for updates and press releases.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$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 $3,405,096
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$HRB Hedge Fund Activity
We have seen 266 institutional investors add shares of $HRB stock to their portfolio, and 275 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 3,530,711 shares (-67.6%) from their portfolio in Q1 2025, for an estimated $193,871,341
- PACER ADVISORS, INC. removed 1,699,787 shares (-62.1%) from their portfolio in Q1 2025, for an estimated $93,335,304
- BALYASNY ASSET MANAGEMENT L.P. added 1,281,945 shares (+25892.6%) to their portfolio in Q1 2025, for an estimated $70,391,599
- INVESCO LTD. removed 1,155,549 shares (-73.4%) from their portfolio in Q1 2025, for an estimated $63,451,195
- LAZARD ASSET MANAGEMENT LLC added 1,145,281 shares (+44.3%) to their portfolio in Q1 2025, for an estimated $62,887,379
- MILLENNIUM MANAGEMENT LLC added 896,828 shares (+683.8%) to their portfolio in Q1 2025, for an estimated $49,244,825
- MARSHALL WACE, LLP added 876,154 shares (+inf%) to their portfolio in Q1 2025, for an estimated $48,109,616
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:
- Goldman Sachs issued a "Sell" rating on 05/08/2025
- Barrington Research issued a "Outperform" rating on 04/25/2025
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 $62.0.
Here are some recent targets:
- George Kelly from Goldman Sachs set a target price of $54.0 on 05/08/2025
- Alexander Paris from Barrington Research set a target price of $70.0 on 04/25/2025
Full Release
KANSAS CITY, Mo., Aug. 07, 2025 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced Jason Lenhart as Senior Vice President and Chief Technology Officer, and Monika Mehrotra as Senior Vice President, Operations & Technology. The leaders will help accelerate the company’s transformation, elevating its financial services and building on its 70-year legacy of empowering financial freedom for clients through trust and technology.
“Jason and Monika bring exceptional leadership and technical depth to our organization,” said Scott Manuel, Chief Strategy & Operations Officer. “Jason’s engineering expertise and product-led mindset will help us build world-class capabilities, while Monika’s global operations experience will drive efficiency and innovation across our platforms.”
Jason Lenhart, Senior Vice President and Chief Technology Officer
Lenhart leads the company’s engineering teams in building scalable, product-driven solutions aligned with H&R Block’s consumer and small business ideal states. Previously, he served as Vice President of Technology Engineering at JetBlue, where he led software development. He brings a passion for developing rich customer experiences and has led teams in the launch of well-known digital products, including HBO Max.
Lenhart holds a Bachelor of Science degree in Mechanical Engineering from the University of Tennessee, Knoxville, and a Master of Science degree in Computer Science from Drexel University.
Monika Mehrotra, Senior Vice President, Operations & Technology
Mehrotra oversees financial products operations, fraud prevention, infrastructure, global systems, and India operations. Before joining H&R Block, she was Vice President of Global Operations at TransUnion. She brings a unique blend of engineering, global delivery, and operational excellence experience.
Mehrotra holds a Bachelor of Technology degree in Computer Science from the Institute of Engineering and Technology in India and a Master of Business Administration in Finance from the University of Chicago Booth School of Business.
The company recently introduced additional leadership across the organization to support the H&R Block mission.
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Brendan Mulryan, VP of Customer Care:
Mulryan also reports to Manuel and leads the team responsible for delivering consistent, end-to-end support experiences for clients and tax associates to better serve our customers.
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Ian Campbell, VP of Assisted Tax Products:
Campbell reports to Curtis Campbell, President, Global Consumer Tax and Chief Product Officer and leads all products that are critical for H&R Block tax office associates and customers.
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Keith Miller, VP of Real Estate:
Miller reports to Chief Financial Officer Tiffany Mason and oversees the strategic management of our more than 6,000 company-owned locations, focusing on market planning, portfolio analysis and optimization, and property management and operations.
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Jessica Hazel, VP of Investor Relations:
Hazel also reports to Mason and plays a vital role in shaping the company’s financial narrative, driving investor engagement.
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Brandy King, VP of Corporate Communications:
King reports to Chief Marketing & Experience Officer Jill Cress and oversees field and internal communications, media relations, corporate reputation, storytelling, executive visibility, and crisis management.
For more information about H&R Block, visit HRBlock.com .
About H&R Block
H&R Block, Inc. (NYSE: HRB) provides help and inspires confidence in its clients and communities everywhere through global
tax preparation
services,
financial products
, and
small-business solutions
. The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app,
Spruce
. Through
Block Advisors
and
Wave
, the company helps small-business owners thrive with year-round bookkeeping, payroll, advisory, and payment processing solutions. For more information, visit
H&R Block News
.
For inquiries, please contact:
Media Relations: | Lexi Ryan, (816) 877-7076, [email protected] |
Media Desk: [email protected] | |
Investor Relations: | Jessica Hazel, (816) 904-9956, [email protected] |