Liberty Tax Company Profile (NASDAQ:TAX)

About Liberty Tax (NASDAQ:TAX)

Liberty Tax logoLiberty Tax, Inc. is the holding company for JTH Tax, Inc. The Company is a provider of tax preparation services. The Company provides retail federal and state income tax preparation services and related tax settlement products in the United States and Canada. The Company's tax preparation services and related tax settlement products are offered primarily through franchised locations. All of the Company's offices are operated under the Liberty Tax Service and SiempreTax+ brands. The Company also provides an online digital Do-It-Yourself (DIY) tax program in the United States. The Company offers two types of tax settlement financial products: refund transfer products, which include providing a means by which a customer receives his or her refund, and refund-based loans. The Company's LibTax software allows tax customers to have their federal and state income tax returns filed electronically.

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Personal Services
  • Sub-Industry: N/A
  • Symbol: NASDAQ:TAX
  • CUSIP: N/A
  • Web: www.libertytax.com
Capitalization:
  • Market Cap: $206.13 million
  • Outstanding Shares: 13,881,000
Average Prices:
  • 50 Day Moving Avg: $14.39
  • 200 Day Moving Avg: $13.93
  • 52 Week Range: $9.95 - $16.19
P/E:
  • Trailing P/E Ratio: 12.98
  • Foreward P/E Ratio: 9.90
  • P/E Growth: 0.80
Sales & Book Value:
  • Annual Revenue: $167.22 million
  • Price / Sales: 1.23
  • Book Value: $6.43 per share
  • Price / Book: 2.31
Dividend:
  • Annual Dividend: $0.64
  • Dividend Yield: 4.4%
Profitability:
  • EBIDTA: $37.32 million
  • Net Margins: 9.04%
  • Return on Equity: 17.31%
  • Return on Assets: 7.32%
Debt:
  • Debt-to-Equity Ratio: 0.94%
  • Current Ratio: 4.75%
  • Quick Ratio: 4.75%
Misc:
  • Average Volume: 38,463 shs.
  • Beta: 0.75
  • Short Ratio: 6.98
 

Frequently Asked Questions for Liberty Tax (NASDAQ:TAX)

What is Liberty Tax's stock symbol?

Liberty Tax trades on the NASDAQ under the ticker symbol "TAX."

How often does Liberty Tax pay dividends? What is the dividend yield for Liberty Tax?

Liberty Tax declared a quarterly dividend on Thursday, March 9th. Stockholders of record on Wednesday, April 12th will be paid a dividend of $0.16 per share on Monday, April 24th. This represents a $0.64 dividend on an annualized basis and a dividend yield of 4.31%. The ex-dividend date is Monday, April 10th. View Liberty Tax's Dividend History.

How were Liberty Tax's earnings last quarter?

Liberty Tax Inc (NASDAQ:TAX) posted its quarterly earnings data on Wednesday, March, 8th. The company reported $0.19 EPS for the quarter, beating the consensus estimate of $0.10 by $0.09. The firm had revenue of $48.40 million for the quarter, compared to analyst estimates of $44.28 million. Liberty Tax had a return on equity of 17.31% and a net margin of 9.04%. The business's revenue for the quarter was down 9.7% on a year-over-year basis. During the same period last year, the business earned $0.34 earnings per share. View Liberty Tax's Earnings History.

When will Liberty Tax make its next earnings announcement?

Liberty Tax is scheduled to release their next quarterly earnings announcement on Monday, June, 12th 2017. View Earnings Estimates for Liberty Tax.

Are investors shorting Liberty Tax?

Liberty Tax saw a increase in short interest in March. As of March 31st, there was short interest totalling 319,155 shares, an increase of 4.4% from the March 15th total of 305,645 shares. Based on an average daily trading volume, of 35,376 shares, the days-to-cover ratio is currently 9.0 days.

Who are some of Liberty Tax's key competitors?

Who owns Liberty Tax stock?

Liberty Tax's stock is owned by a number of of retail and institutional investors. Top institutional shareholders include Rutabaga Capital Management LLC MA (5.71%), Royce & Associates LP (5.53%), Wells Fargo & Company MN (3.39%), Tieton Capital Management LLC (2.80%), Schwerin Boyle Capital Management Inc. (2.25%) and Continental Advisors LLC (2.05%). Company insiders that own Liberty Tax stock include Ellen M Mcdowell, Gordon Dangelo, John T Hewitt, Michael Piper, Robert M Howard and Steven Ibbotson. View Institutional Ownership Trends for Liberty Tax.

Who sold Liberty Tax stock? Who is selling Liberty Tax stock?

Liberty Tax's stock was sold by a variety of institutional investors in the last quarter, including Kennedy Capital Management Inc., Renaissance Technologies LLC, Wells Fargo & Company MN, Morgan Stanley, Tieton Capital Management LLC and Icon Advisers Inc. Co.. Company insiders that have sold Liberty Tax stock in the last year include Ellen M Mcdowell, Gordon Dangelo, John T Hewitt and Michael Piper. View Insider Buying and Selling for Liberty Tax.

Who bought Liberty Tax stock? Who is buying Liberty Tax stock?

Liberty Tax's stock was bought by a variety of institutional investors in the last quarter, including Cannell Capital LLC, Rutabaga Capital Management LLC MA, Vanguard Group Inc., Dimensional Fund Advisors LP, Continental Advisors LLC, Dynamic Technology Lab Private Ltd, LSV Asset Management and Royce & Associates LP. View Insider Buying and Selling for Liberty Tax.

How do I buy Liberty Tax stock?

Shares of Liberty Tax can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Liberty Tax stock cost?

One share of Liberty Tax stock can currently be purchased for approximately $14.85.

Analyst Ratings

Consensus Ratings for Liberty Tax (NASDAQ:TAX) (?)
Ratings Breakdown: No ratings tracked in the last 12 months.
Consensus Rating:N/A (Score: NaN)
Consensus Price Target: N/A

Analysts' Ratings History for Liberty Tax (NASDAQ:TAX)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
3/7/2016Barrington ResearchLower Price TargetOutperform$34.00 -> $25.00N/AView Rating Details
(Data available from 5/25/2015 forward)

Earnings

Earnings History for Liberty Tax (NASDAQ:TAX)
Earnings by Quarter for Liberty Tax (NASDAQ:TAX)
Earnings History by Quarter for Liberty Tax (NASDAQ:TAX)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
6/12/2017        
3/8/2017Q3 2017$0.10$0.19$44.28 million$48.40 millionViewListenView Earnings Details
12/8/2016Q217($0.78)($0.72)$7.85 million$7.20 millionViewListenView Earnings Details
9/2/2016Q117($0.68)($0.66)$7.25 million$7.10 millionViewListenView Earnings Details
6/14/2016Q416$2.24$2.32$101.58 million$104.41 millionViewListenView Earnings Details
3/4/2016Q316$0.35$0.34$52.35 million$53.60 millionViewListenView Earnings Details
12/9/2015Q216($0.85)($0.71)$7.28 million$7.90 millionViewListenView Earnings Details
8/28/2015Q116($0.68)($0.65)$7.75 million$7.52 millionViewListenView Earnings Details
6/18/2015Q4$2.18$2.31$102.30 million$98.92 millionViewListenView Earnings Details
3/5/2015Q3$0.40$0.29$37.00 million$47.68 millionViewListenView Earnings Details
12/8/2014Q2($0.73)($0.74)$7.40 million$7.73 millionViewListenView Earnings Details
8/28/2014Q1($0.54)($0.63)$9.05 million$7.84 millionViewListenView Earnings Details
6/18/2014Q4 14$2.20$2.18$101.70 million$103.57 millionViewN/AView Earnings Details
3/13/2014Q3$0.08$0.28$41.75 million$40.70 millionViewListenView Earnings Details
12/9/2013Q2 14($0.57)($0.66)ViewListenView Earnings Details
10/16/2013Q114($0.53)($0.46)$7.30 million$8.07 millionViewListenView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for Liberty Tax (NASDAQ:TAX)
Current Year EPS Consensus Estimate: $1.30 EPS
Next Year EPS Consensus Estimate: $1.50 EPS

Dividends

Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Most Recent Dividend:4/24/2017
Annual Dividend:$0.64
Dividend Yield:4.31%
Payout Ratio:53.33% (Trailing 12 Months of Earnings)
49.23% (Based on This Year's Estimates)
42.67% (Based on Next Year's Estimates)
Dividend Payments by Quarter for Liberty Tax (NASDAQ:TAX)

Dividend History by Quarter for Liberty Tax (NASDAQ:TAX)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
3/9/2017quarterly$0.164.3%4/10/20174/12/20174/24/2017
12/8/2016quarterly$0.165.02%1/10/20171/12/20171/23/2017
9/2/2016quarterly$0.165.01%10/12/201610/14/201610/24/2016
6/16/2016quarterly$0.165.55%7/8/20167/12/20167/22/2016
3/7/2016quarterly$0.163.52%4/8/20164/12/20164/22/2016
12/10/2015quarterly$0.162.95%1/13/20161/15/20161/22/2016
8/31/2015quarterly$0.162.72%10/13/201510/15/201510/22/2015
6/18/2015quarterly$0.162.61%7/13/20157/15/20157/22/2015
3/6/2015special$0.164/13/20154/15/20154/22/2015
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Liberty Tax (NASDAQ:TAX)
Insider Ownership Percentage: 46.80%
Institutional Ownership Percentage: 40.12%
Insider Trades by Quarter for Liberty Tax (NASDAQ:TAX)
Institutional Ownership by Quarter for Liberty Tax (NASDAQ:TAX)
Insider Trades by Quarter for Liberty Tax (NASDAQ:TAX)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
10/10/2016Gordon DangeloDirectorSell1,587$12.72$20,186.64View SEC Filing  
10/5/2016Michael PiperInsiderSell4,745$13.12$62,254.40View SEC Filing  
10/3/2016John T HewittCEOSell20,000$12.77$255,400.00View SEC Filing  
9/30/2016Michael PiperInsiderSell8,255$12.91$106,572.05View SEC Filing  
9/16/2016Robert M HowardDirectorBuy10,000$12.66$126,600.00View SEC Filing  
9/14/2016John T HewittCEOSell20,000$12.73$254,600.00View SEC Filing  
7/13/2016Ellen M McdowellDirectorSell2,000$14.01$28,020.00View SEC Filing  
7/7/2016Robert M HowardDirectorBuy20,200$13.07$264,014.00View SEC Filing  
6/30/2016Ellen M McdowellDirectorSell2,000$13.48$26,960.00View SEC Filing  
6/27/2016Robert M HowardDirectorBuy3,800$12.30$46,740.00View SEC Filing  
6/21/2016Robert M HowardDirectorBuy1,000$12.25$12,250.00View SEC Filing  
1/13/2016Robert M. HowardDirectorBuy2,000$19.94$39,880.00View SEC Filing  
1/11/2016Robert M. HowardDirectorBuy1,000$20.98$20,980.00View SEC Filing  
1/6/2016Robert M HowardDirectorBuy1,000$21.97$21,970.00View SEC Filing  
1/4/2016Robert M HowardDirectorBuy7,953$23.22$184,668.66View SEC Filing  
12/31/2015Robert M. HowardDirectorBuy12,047$23.55$283,706.85View SEC Filing  
12/23/2015Robert M. HowardDirectorBuy2,000$22.62$45,240.00View SEC Filing  
7/16/2015Steven IbbotsonDirectorSell144,395$24.54$3,543,453.30View SEC Filing  
4/15/2015Michael PiperInsiderSell17,838$29.20$520,869.60View SEC Filing  
4/15/2015Ross N LongfieldDirectorSell10,000$29.07$290,700.00View SEC Filing  
4/8/2015John R GarelDirectorSell20,000$29.03$580,600.00View SEC Filing  
4/8/2015Michael PiperInsiderSell6,000$29.29$175,740.00View SEC Filing  
3/25/2015Ellen M McdowellDirectorSell7,500$30.25$226,875.00View SEC Filing  
1/15/2015Business Services Ltd DatataxMajor ShareholderSell2,104$35.00$73,640.00View SEC Filing  
1/15/2015Ellen M McdowellDirectorSell2,000$35.00$70,000.00View SEC Filing  
12/18/2014Gordon DangeloDirectorSell4,016$35.90$144,174.40View SEC Filing  
10/14/2014George T RobsonDirectorSell20,000$34.01$680,200.00View SEC Filing  
10/10/2014Ellen M McdowellDirectorSell1,000$34.00$34,000.00View SEC Filing  
10/8/2014Gordon DangeloDirectorSell5,345$33.56$179,378.20View SEC Filing  
10/7/2014Ellen M McdowellDirectorSell1,000$34.00$34,000.00View SEC Filing  
10/3/2014Business Services Ltd DatataxMajor ShareholderSell118,135$33.11$3,911,449.85View SEC Filing  
7/23/2014Christopher Joseph CarrollVPSell45,000$34.07$1,533,150.00View SEC Filing  
7/22/2014Christopher Joseph CarrollVPSell6,900$34.02$234,738.00View SEC Filing  
7/21/2014Christopher Joseph CarrollVPSell7,000$34.76$243,320.00View SEC Filing  
7/14/2014Gordon DangeloDirectorSell2,000$33.87$67,740.00View SEC Filing  
7/1/2014Mark F BaumgartnerCIOSell30,499$33.75$1,029,341.25View SEC Filing  
6/23/2014Business Services Ltd DatataxMajor ShareholderSell116,437$31.00$3,609,547.00View SEC Filing  
6/23/2014Gordon DangeloDirectorSell5,491$30.64$168,244.24View SEC Filing  
4/15/2014Ellen M McdowellDirectorSell1,250$27.41$34,262.50View SEC Filing  
4/14/2014George T RobsonDirectorSell10,000$26.56$265,600.00View SEC Filing  
3/20/2014Mark F BaumgartnerCFOSell14,583$26.99$393,595.17View SEC Filing  
3/19/2014Thomas S DanielsCAOSell15,166$26.98$409,178.68View SEC Filing  
3/17/2014Business Services Ltd DatataxMajor ShareholderSell61,566$27.00$1,662,282.00View SEC Filing  
3/17/2014James J WheatonVPSell7,965$27.00$215,055.00View SEC Filing  
3/17/2014Steven IbbotsonDirectorSell121,566$27.00$3,282,282.00View SEC Filing  
1/15/2014George T RobsonDirectorSell10,000$23.13$231,300.00View SEC Filing  
12/13/2013Gordon DangeloDirectorSell4,000$23.50$94,000.00View SEC Filing  
12/12/2013Steven IbbotsonDirectorSell120,373$23.17$2,789,042.41View SEC Filing  
6/14/2013John R GarelDirectorSell18,508$16.21$300,014.68View SEC Filing  
5/28/2013Ross N LongfieldDirectorSell9,097$16.49$150,009.53View SEC Filing  
5/1/2013George T RobsonDirectorSell8,696$17.25$150,006.00View SEC Filing  
4/12/2013Steven IbbotsonDirectorSell8,752$17.14$150,009.28View SEC Filing  
3/26/2013Gordon DangeloDirectorSell4,400$15.49$68,156.00View SEC Filing  
3/22/2013Gary Patrick GoldingDirectorSell100,000$15.55$1,555,000.00View SEC Filing  
9/27/2012Thomas S DanielsCAOBuy1,850$12.14$22,459.00View SEC Filing  
9/7/2012Mark F BaumgartnerCFOBuy4,500$9.83$44,235.00View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Headline Trends for Liberty Tax (NASDAQ:TAX)
Latest Headlines for Liberty Tax (NASDAQ:TAX)
Source:
DateHeadline
americanbankingnews.com logoLiberty Tax Inc (TAX) Upgraded to "Hold" at Zacks Investment Research
www.americanbankingnews.com - May 10 at 9:20 AM
americanbankingnews.com logoLiberty Tax (TAX) Getting Positive News Coverage, Report Finds
www.americanbankingnews.com - May 3 at 9:16 PM
finance.yahoo.com logoSiempreTax+ Named a Top New Franchise by Entrepreneur Magazine
finance.yahoo.com - May 3 at 10:26 AM
americanbankingnews.com logoLiberty Tax (TAX) Given Daily Coverage Optimism Rating of 0.04
www.americanbankingnews.com - April 29 at 11:59 AM
finance.yahoo.com logoLiberty Tax Service Reports U.S. Tax Results Through April 21st
finance.yahoo.com - April 27 at 8:58 PM
americanbankingnews.com logoSomewhat Favorable Press Coverage Unlikely to Affect Liberty Tax (TAX) Share Price
www.americanbankingnews.com - April 24 at 6:55 PM
americanbankingnews.com logoLiberty Tax (TAX) Earning Favorable Media Coverage, Analysis Finds
www.americanbankingnews.com - April 21 at 10:56 PM
americanbankingnews.com logoLiberty Tax (TAX) Receives Media Sentiment Score of 0.31
www.americanbankingnews.com - April 18 at 3:24 PM
finance.yahoo.com logoLiberty Tax, Inc. : TAX-US: Dividend Analysis : April 12th, 2017 (record date) : By the numbers : April 17, 2017
finance.yahoo.com - April 17 at 7:02 PM
finance.yahoo.com logoETFs with exposure to Liberty Tax, Inc. : April 17, 2017
finance.yahoo.com - April 17 at 7:02 PM
finance.yahoo.com logoHow Your Taxes Will Be Different Next Year, And Why You'll Have Trump To Thank
finance.yahoo.com - April 17 at 8:45 AM
feeds.benzinga.com logo8-Step Guide To Doing Your Taxes
feeds.benzinga.com - April 15 at 5:01 PM
americanbankingnews.com logoLiberty Tax (TAX) Getting Somewhat Negative Media Coverage, AlphaOne Reports
www.americanbankingnews.com - April 14 at 3:26 PM
finance.yahoo.com logoLiberty Tax Recognized as a Top Brand for Multi-Unit Ownership
finance.yahoo.com - April 14 at 12:17 PM
nasdaq.com logoLiberty Tax, Inc. (TAX) Ex-Dividend Date Scheduled for April 10, 2017 - Nasdaq
www.nasdaq.com - April 7 at 11:07 PM
finance.yahoo.com logoETFs with exposure to Liberty Tax, Inc. : April 5, 2017
finance.yahoo.com - April 7 at 12:54 PM
nasdaq.com logoBig Odds and Big Fun in Liberty Tax Million Dollar Madness Bracket ... - Nasdaq
www.nasdaq.com - March 16 at 2:14 AM
finance.yahoo.com logoLIBERTY TAX, INC. Financials
finance.yahoo.com - March 15 at 9:13 PM
globenewswire.com logoBig Odds and Big Fun in Liberty Tax Million Dollar Madness Bracket Challenge - GlobeNewswire (press release)
globenewswire.com - March 14 at 7:38 PM
finance.yahoo.com logoBig Odds and Big Fun in Liberty Tax Million Dollar Madness Bracket Challenge
finance.yahoo.com - March 14 at 9:09 AM
biz.yahoo.com logoLIBERTY TAX, INC. Files SEC form 10-Q, Quarterly Report
biz.yahoo.com - March 9 at 8:06 PM
biz.yahoo.com logoLIBERTY TAX, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Other Events, Financial Statemen
us.rd.yahoo.com - March 8 at 8:53 PM
sg.finance.yahoo.com logoLiberty Tax posts 3Q profit
us.rd.yahoo.com - March 8 at 8:53 PM
biz.yahoo.com logoQ3 2017 Liberty Tax Inc Earnings Release - Before Market Open
us.rd.yahoo.com - March 8 at 8:53 PM
nasdaq.com logo1 in 3 Lower Earners Is Making This Major Tax Mistake
www.nasdaq.com - March 3 at 8:09 PM
zacks.com logoLiberty Tax: Should Value Investors Pick this Stock?
www.zacks.com - March 1 at 9:37 AM
seekingalpha.com logoIntuit: Buy This Great Business Before Earnings Tomorrow
seekingalpha.com - February 22 at 8:41 PM
finance.yahoo.com logoLiberty Tax Service to Report Third Quarter Fiscal 2017 Results on March 8, 2017
finance.yahoo.com - February 22 at 8:41 PM
businesswire.com logoLiberty All-Star® Growth Fund, Inc. 2016 Tax Information
www.businesswire.com - February 16 at 7:54 PM
businesswire.com logoLiberty All-Star® Growth Fund, Inc. 2016 Tax Information
www.businesswire.com - February 16 at 7:54 PM
globenewswire.com logoLiberty Tax: Congress, IRS Should Consider Change to Tax Refund Delay Law - GlobeNewswire (press release)
globenewswire.com - February 15 at 6:21 AM
finance.yahoo.com logoLiberty Tax: Congress, IRS Should Consider Change to Tax Refund Delay Law
finance.yahoo.com - February 15 at 6:21 AM
finance.yahoo.com logoLiberty Tax Anticipates Busy February for Tax Preparers
finance.yahoo.com - February 2 at 5:42 AM
finance.yahoo.com logoLiberty Tax Collecting Food, Clothes to Help Families Devastated by Storms in the South
finance.yahoo.com - January 30 at 11:43 AM
nasdaq.com logoHow to Get Help Preparing Your Tax Return for Free
www.nasdaq.com - January 28 at 9:21 PM
finance.yahoo.com logoGoodbye Overregulation, Hello Small Business Growth
finance.yahoo.com - January 17 at 10:47 AM
finance.yahoo.com logoLiberty Tax Delivers Free Online Federal and State Tax Preparation at DIY Tax
finance.yahoo.com - January 12 at 11:44 PM
nasdaq.com logoLiberty Tax, Inc. (TAX) Ex-Dividend Date Scheduled for January 10, 2017 - Nasdaq
www.nasdaq.com - January 10 at 1:07 AM
investopedia.com logoLiberty Tax Stock Trades Ex-Dividend Tuesday - Investopedia
www.investopedia.com - January 10 at 1:07 AM
finance.yahoo.com logoLiberty Tax Names Former NY Deputy Tax Commissioner as Compliance Counsel
finance.yahoo.com - January 10 at 1:07 AM
investopedia.com logoLiberty Tax Stock Trades Ex-Dividend Tuesday
www.investopedia.com - January 10 at 1:07 AM

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Chart

Liberty Tax (TAX) Chart for Thursday, May, 25, 2017

This page was last updated on 5/25/2017 by MarketBeat.com Staff