Looking at the filing, I can see this is an H&R Block 10-K for fiscal year ended June 30, 2026. The filing content provided is primarily cover page, table of contents, forward-looking statement boilerplate, and the very beginning of Item 1. Let me assess the substantive disclosure content. Substantive content includes: the business overview description, the share count (123,265,922 shares outstanding as of July 31, 2026), the aggregate market value ($5,481,026,737 as of December 31, 2025), the incorporated-by-reference proxy statement note, the description of H&R Block's services (tax preparation, Spruce mobile banking, Block Advisors, Wave), and the incorporation date/state. This is well over 150 words of substantive content.

H&R Block, Inc. filed its Annual Report on Form 10-K with the U.S. Securities and Exchange Commission on August 14, 2026, covering the fiscal year ended June 30, 2026, under the ticker NYSE:HRB.

Key Highlights

  • Shares outstanding: 123,265,922 shares of Common Stock, without par value, were outstanding as of July 31, 2026, according to the filing.
  • Market value of non-affiliate holdings: The aggregate market value of Common Stock held by non-affiliates, computed by reference to the price at which the stock was sold on December 31, 2025, was $5,481,026,737.
  • Large accelerated filer: The registrant identified itself as a large accelerated filer in the filing.
  • Business lines: The company reported offering global tax preparation services, financial products through its Spruce mobile banking app, and small business solutions through Block Advisors and Wave.
  • Auditor attestation: The registrant confirmed that its registered public accounting firm filed an attestation on management's assessment of internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act.
  • Proxy incorporation: The definitive proxy statement for the 2026 Annual Meeting of Shareholders is to be filed no later than 120 days after June 30, 2026, and incorporated by reference in Part III.

H&R Block's Fiscal Year 2026 Form 10-K: Business, Share Data, and Structure

H&R Block, Inc. (NYSE:HRB), organized as a corporation in 1955 under the laws of the State of Missouri and headquartered at One H&R Block Way, Kansas City, Missouri 64105, filed its Form 10-K for the fiscal year ended June 30, 2026. The company described its business as providing "help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small business solutions," according to the filing.

The filing reported 123,265,922 shares of Common Stock, without par value, outstanding as of July 31, 2026. The aggregate market value of shares held by non-affiliates, computed by reference to the price at which the stock was sold on December 31, 2025, was $5,481,026,737. The registrant confirmed it is a large accelerated filer and is not a shell company.

According to the filing, H&R Block's operations span tax preparation, a mobile banking application called Spruce, and small business services delivered through Block Advisors and Wave, which the company described as offering "year-round bookkeeping, payroll, advisory and payment processing solutions." The company also confirmed that it has filed all reports required under the Securities Exchange Act of 1934 during the preceding 12 months and has submitted all required Interactive Data Files electronically. The filing noted that forward-looking statements within the report reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially.

What Was Disclosed

The filing covers H&R Block's fiscal year ended June 30, 2026, reporting 123,265,922 shares outstanding as of July 31, 2026, a non-affiliate market value of $5,481,026,737 as of December 31, 2025, and a business description spanning tax, banking, and small business services.