SCHEDULE: FMR LLC Boosts H&R Block Stake to 11.5%

Sentiment:

Beneficial Ownership Report 5 February 2026 1:16 PM

FMR LLC and Abigail P. Johnson report a combined beneficial ownership of 11.5% of H&R Block Inc.'s common stock as of December 31, 2025.

Summary

FMR LLC and Abigail P. Johnson collectively beneficially own 14,567,340.88 shares of H&R Block Inc. common stock.
This represents 11.5% of the total outstanding common stock of H&R Block Inc.
FMR LLC holds sole voting power over 10,269,437.64 shares and sole dispositive power over 14,567,340.88 shares.
Abigail P. Johnson, as a control person of FMR LLC, is deemed to beneficially own the same 14,567,340.88 shares with sole dispositive power.
The shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of H&R Block Inc.
Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, are identified as entities beneficially owning shares, with Fidelity Management & Research Company LLC beneficially owning 5% or greater of the outstanding shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a large, reputable institutional investor maintains a significant stake in H&R Block, indicating continued confidence without any intent to influence control.

Positives

A significant institutional investor, FMR LLC, maintains a substantial 11.5% stake in H&R Block, indicating continued confidence in the company.
The filing explicitly states the shares were acquired in the ordinary course of business, not for control, suggesting a passive investment strategy.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding H&R Block Inc.'s future performance or operations.

Industry Context

StockSavvy.ai notes that institutional ownership filings like this Schedule 13G provide transparency into significant investor positions. FMR LLC, as a major asset manager, often holds substantial stakes across various industries, and its continued significant holding in H&R Block suggests a long-term view on the tax preparation and financial services sector. This type of filing is a routine disclosure and does not inherently signal a change in industry trends, but rather reflects an ongoing investment strategy.

Stakeholder Impact

Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially reinforcing confidence.
Employees, Customers, Suppliers, Creditors: No direct impact from this passive ownership filing.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number -23-000003) was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (accession number -23-000038) was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement (reporting period end date).
2026-02-04	Date of filing of this Schedule 13G Amendment No. 5.

Recommendation

hold

This Schedule 13G filing is a routine disclosure of beneficial ownership by a large institutional investor, FMR LLC, maintaining an 11.5% stake in H&R Block. It indicates continued passive investment interest but provides no new operational or financial information about H&R Block that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate, as the filing confirms existing institutional confidence without presenting new catalysts for significant upside or downside.

Keywords

H&R Block, HRB, FMR LLC, Abigail P. Johnson, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Tax Services

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