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: Corporate Accounting Services
  • Sub-Industry: N/A
  • Symbol: NASDAQ:TAX
  • CUSIP: N/A
  • Web:
  • Market Cap: $196.43 million
  • Outstanding Shares: 13,882,000
Average Prices:
  • 50 Day Moving Avg: $13.85
  • 200 Day Moving Avg: $13.93
  • 52 Week Range: $10.88 - $16.20
  • Trailing P/E Ratio: 15.65
  • Foreward P/E Ratio: 10.11
  • P/E Growth: 1.15
Sales & Book Value:
  • Annual Revenue: $175.02 million
  • Price / Sales: 1.12
  • Book Value: $7.63 per share
  • Price / Book: 1.85
  • Annual Dividend: $0.64
  • Dividend Yield: 4.5%
  • EBIDTA: $40.69 million
  • Net Margins: 7.25%
  • Return on Equity: 14.97%
  • Return on Assets: 6.66%
  • Debt-to-Equity Ratio: 0.36%
  • Current Ratio: 3.07%
  • Quick Ratio: 3.07%
  • Average Volume: 45,538 shs.
  • Beta: 0.92
  • Short Ratio: 7.58

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 Wednesday, September 6th. Shareholders of record on Friday, October 13th will be paid a dividend of $0.16 per share on Monday, October 23rd. This represents a $0.64 annualized dividend and a yield of 4.52%. The ex-dividend date is Thursday, October 12th. View Liberty Tax's Dividend History.

How were Liberty Tax's earnings last quarter?

Liberty Tax, Inc. (NASDAQ:TAX) announced its earnings results on Friday, September, 2nd. The company reported ($0.66) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.68) by $0.02. The business earned $7.10 million during the quarter, compared to analysts' expectations of $7.25 million. Liberty Tax had a net margin of 7.25% and a return on equity of 14.97%. The company's quarterly revenue was down 5.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.65) EPS. View Liberty Tax's Earnings History.

Who are some of Liberty Tax's key competitors?

Who are Liberty Tax's key executives?

Liberty Tax's management team includes the folowing people:

  • John T. Hewitt, Chairman of the Board, President, Chief Executive Officer
  • Edward L. Brunot, Chief Operating Officer
  • Thomas S. Daniels, Chief Accounting Officer
  • James J. Wheaton, Chief Compliance Officer, General Counsel
  • Richard G. Artese, Chief Information Officer, Vice President
  • Michael S. Piper, Vice President of Financial Products
  • Vanessa Mercurio Szajnoga, Vice President - Legal
  • Kathleen E. Donovan, Chief Financial Officer, Vice President
  • Thomas Herskovits, Director
  • Robert M. Howard, Director

Who owns Liberty Tax stock?

Liberty Tax's stock is owned by a variety of of institutional and retail investors. Top institutional investors include Royce & Associates LP (5.53%), Rutabaga Capital Management LLC MA (4.81%), Wells Fargo & Company MN (3.24%), Tieton Capital Management LLC (2.51%), Vanguard Group Inc. (1.62%) and LSV Asset Management (1.39%). Company insiders that own Liberty Tax stock include Ellen M Mcdowell, Gordon Dangelo, John T Hewitt, Michael Piper and Robert M Howard. 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 Rutabaga Capital Management LLC MA, Tieton Capital Management LLC, Kennedy Capital Management Inc., GSA Capital Partners LLP, Wells Fargo & Company MN, TIAA CREF Investment Management LLC, California State Teachers Retirement System and Teachers Advisors LLC. 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 acquired by a variety of institutional investors in the last quarter, including Spark Investment Management LLC, Algert Global LLC, Municipal Employees Retirement System of Michigan, Dimensional Fund Advisors LP, State Street Corp, Creative Planning, Cornerstone Capital Management Holdings LLC. and Bank of New York Mellon Corp. 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.

What is Liberty Tax's stock price today?

One share of Liberty Tax stock can currently be purchased for approximately $14.15.

MarketBeat Community Rating for Liberty Tax (NASDAQ TAX)
Community Ranking:  1.8 out of 5 (star)
Outperform Votes:  68 (Vote Outperform)
Underperform Votes:  123 (Vote Underperform)
Total Votes:  191
MarketBeat's community ratings are surveys of what our community members think about Liberty Tax and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Consensus Ratings for Liberty Tax (NASDAQ:TAX) (How are Consensus Ratings Calculated?)
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)
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
3/7/2016Barrington ResearchLower Price TargetOutperform$34.00 -> $25.00N/AView Rating Details
(Data available from 9/23/2015 forward)


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
6/14/2017Q4 2017$2.42$2.23$113.50 million$111.20 millionViewN/AView Earnings Details
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)


Earnings Estimates for Liberty Tax (NASDAQ:TAX)
Current Year EPS Consensus Estimate: $1.22 EPS
Next Year EPS Consensus Estimate: $1.40 EPS


Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Next Dividend:10/23/2017
Annual Dividend:$0.64
Dividend Yield:4.52%
Payout Ratio:80.00% (Trailing 12 Months of Earnings)
52.46% (Based on This Year's Estimates)
45.71% (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
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Liberty Tax (NASDAQ:TAX)
Insider Ownership Percentage: 40.40%
Institutional Ownership Percentage: 45.95%
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
7/10/2017Ellen M McdowellDirectorSell5,000$13.58$67,900.00View SEC Filing  
6/29/2017Michael PiperInsiderSell13,750$12.93$177,787.50View SEC Filing  
6/20/2017John T HewittCEOSell40,000$12.31$492,400.00View SEC Filing  
6/19/2017John T HewittCEOSell20,233$12.60$254,935.80View SEC Filing  
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)


Headline Trends for Liberty Tax (NASDAQ:TAX)
Latest Headlines for Liberty Tax (NASDAQ:TAX)
DateHeadline logoETFs with exposure to Liberty Tax, Inc. : September 14, 2017 - September 15 at 9:43 AM logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: Q1, 2018 By the Numbers : September 13, 2017 - September 14 at 11:04 AM logoBear of the Day: Liberty Tax (TAX) - September 11 at 7:30 AM logoLiberty Tax names Ed Brunot its CEO - September 9 at 9:14 AM logoLiberty Tax, Inc. (TAX) Downgraded by Zacks Investment Research - September 8 at 6:22 AM logoLiberty Tax, Inc. Announces Quarterly Dividend of $0.16 (TAX) - September 7 at 11:00 AM logoLiberty Tax Service Announces Cancellation of First Quarter Fiscal 2018 Earnings Conference Call - September 6 at 8:58 AM logoLiberty Tax Service Announces Fiscal 2018 First Quarter Results - September 6 at 8:58 AM logoLiberty Tax reports 1Q loss - September 6 at 8:58 AM logoLiberty Tax Service Announces CEO Termination - September 6 at 8:58 AM logoLiberty Tax, Inc. (TAX) Downgraded by ValuEngine to Hold - September 2 at 1:14 PM logoLiberty Tax Service to Report First Quarter Fiscal 2018 Results on September 6, 2017 - August 24 at 6:47 PM logoLiberty Tax, Inc. : TAX-US: Dividend Analysis : July 14th, 2017 (record date) : By the numbers : August 23, 2017 - August 24 at 1:44 PM logoLiberty Tax, Inc. (TAX) Scheduled to Post Earnings on Thursday - August 24 at 1:14 AM logoLiberty Tax, Inc. (TAX) Stock Rating Upgraded by Zacks Investment Research - August 21 at 9:48 PM logoETFs with exposure to Liberty Tax, Inc. : August 11, 2017 - August 12 at 8:20 AM logoLiberty Tax Service, IRS and Partner Efforts Lead to Significant Decline in Tax Refund Identity Theft - August 2 at 7:40 AM logoETFs with exposure to Liberty Tax, Inc. : July 31, 2017 - August 1 at 6:45 AM logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: Q4, 2017 By the Numbers : July 13, 2017 - July 14 at 8:55 AM logoEllen M. Mcdowell Sells 5,000 Shares of Liberty Tax, Inc. (TAX) Stock - July 11 at 8:20 PM logoLiberty Tax CEO John Hewitt to Discuss Tax Season at CONDUSEF Meeting - July 11 at 8:18 AM logoLiberty Tax Inc (TAX) Files 10-K for the Fiscal Year Ended on April 30, 2017 - July 10 at 7:07 AM logoLiberty Tax (NASDAQ:TAX) and PRGX Global (PRGX) Critical Analysis - July 3 at 6:06 PM logoLiberty Tax, Inc. (TAX) Insider Sells $177,787.50 in Stock - June 30 at 7:28 PM logoLiberty Tax (TAX) and PRGX Global (PRGX) Critical Review - June 26 at 10:08 AM logoLiberty Tax Inc (TAX) Lowered to "Hold" at ValuEngine - June 24 at 12:06 AM logoH&R Block Stock: Time to Consider Selling? - June 22 at 2:00 PM logoLiberty Tax, Inc. (TAX) CEO John T. Hewitt Sells 20,233 Shares - June 21 at 10:26 PM logoInsider Selling: Liberty Tax, Inc. (TAX) CEO Sells 40,000 Shares of Stock - June 21 at 7:47 PM logoLiberty Tax, Inc.: Strong price momentum but will it sustain? - June 17 at 6:34 AM logo Liberty Tax, Inc. (TAX) Receives Average Recommendation of "Strong Buy" from Analysts - June 16 at 10:30 AM logoLiberty Tax, Inc. (TAX) Plans $0.16 Quarterly Dividend - June 15 at 4:56 PM logoLiberty Tax Service Announces Fiscal Year 2017 Results - June 15 at 1:55 AM logoLiberty Tax posts 4Q profit - June 15 at 1:55 AM logoInvestor Network: Liberty Tax, Inc. Class A to Host Earnings Call - June 15 at 1:55 AM logoEdited Transcript of TAX earnings conference call or presentation 14-Jun-17 12:30pm GMT - June 15 at 1:55 AM logoLiberty Tax, Inc. (TAX) Issues Quarterly Earnings Results - June 14 at 8:48 AM logoValuEngine Lowers Liberty Tax Inc (TAX) to Buy - June 3 at 8:21 AM logoLiberty Tax Service Partners with NFL Alumni Association - June 2 at 1:31 AM logoLiberty Tax Service Applauds President Trump’s Budget Plan to Regulate Tax Preparers - May 31 at 8:17 PM logoLiberty Tax Service Applauds President Trump’s Budget Plan to Regulate Tax Preparers - May 31 at 12:10 PM logoLiberty Tax Names Former SpartanNash Executive as Chief Operating Officer - May 26 at 7:36 AM logoLiberty Tax Inc (TAX) Upgraded to "Hold" at Zacks Investment Research - May 10 at 9:20 AM logoLiberty Tax (TAX) Getting Positive News Coverage, Report Finds - May 3 at 9:16 PM logoSiempreTax+ Named a Top New Franchise by Entrepreneur Magazine - May 3 at 10:26 AM logoLiberty Tax (TAX) Given Daily Coverage Optimism Rating of 0.04 - April 29 at 11:59 AM logoLiberty Tax Service Reports U.S. Tax Results Through April 21st - April 27 at 8:58 PM logoSomewhat Favorable Press Coverage Unlikely to Affect Liberty Tax (TAX) Share Price - April 24 at 6:55 PM logoLiberty Tax (TAX) Earning Favorable Media Coverage, Analysis Finds - April 21 at 10:56 PM logoLiberty Tax (TAX) Receives Media Sentiment Score of 0.31 - April 18 at 3:24 PM



Liberty Tax (TAX) Chart for Saturday, September, 23, 2017

This page was last updated on 9/23/2017 by Staff