Liberty Tax Company Profile (NASDAQ:TAX)

About Liberty 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
  • Exchange: NASDAQ
  • Symbol: TAX
  • CUSIP:
Key Metrics:
  • Previous Close: $15.20
  • 50 Day Moving Average: $14.02
  • 200 Day Moving Average: $13.24
  • 52-Week Range: $9.95 - $19.99
  • Trailing P/E Ratio: 11.59
  • Foreward P/E Ratio: 9.21
  • P/E Growth: 0.60
  • Market Cap: $211.42M
  • Outstanding Shares: 13,909,000
  • Beta: 0.75
Profitability:
  • 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%
Additional Links:
Companies Related to Liberty Tax:

Analyst Ratings

Consensus Ratings for Liberty Tax (NASDAQ:TAX) (?)
Ratings Breakdown: 1 Buy Rating
Consensus Rating:Buy (Score: 3.00)
Consensus Price Target: $25.00 (64.47% upside)

Analysts' Ratings History for Liberty Tax (NASDAQ:TAX)
Show:
DateFirmActionRatingPrice TargetDetails
3/7/2016Barrington ResearchLower Price TargetOutperform$34.00 -> $25.00View Rating Details
(Data available from 2/24/2015 forward)

Earnings

Earnings History for Liberty Tax (NASDAQ:TAX)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
3/2/2017        
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$173.40 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)$8.23 millionViewListenView Earnings Details
6/18/2015Q4$2.18$2.31$98.92 millionViewListenView Earnings Details
3/5/2015Q3$0.40$0.29$47.70 millionViewListenView Earnings Details
12/8/2014Q2($0.73)($0.74)ViewListenView Earnings Details
8/28/2014Q1($0.54)($0.63)$9.05 million$7.84 millionViewListenView Earnings Details
6/18/2014Q4 14$2.20$2.18ViewN/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: $1.50 EPS
Next Year EPS Consensus Estimate: $1.65 EPS

Dividends

Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Annual Dividend:$0.64
Dividend Yield:4.21%
Payout Ratio:53.33% (Based on Trailing 12 Months of Earnings)
42.67% (Based on Current Year Consensus EPS Estimate)
38.79% (Based on Next Year Consensus EPS Estimate)

Dividend History for Liberty Tax (NASDAQ:TAX)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
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 History for Liberty Tax (NASDAQ:TAX)
Insider Ownership Percentage: 46.80%
Institutional Ownership Percentage: 40.12%
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

Latest Headlines for Liberty Tax (NASDAQ:TAX)
DateHeadline
einnews.com logoMississippi self-imposes 1-year football postseason ban (NASDAQ:TAX)
www.einnews.com - February 23 at 1:42 AM
seekingalpha.com logoIntuit: Buy This Great Business Before Earnings Tomorrow (NASDAQ:TAX)
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 (NASDAQ:TAX)
finance.yahoo.com - February 22 at 8:41 PM
News IconWhere's My Tax Refund? (NASDAQ:TAX)
www.inc.com - February 21 at 4:49 PM
News IconTax Fraud Blotter: Mass preparer suspensions in Maryland (NASDAQ:TAX)
www.accountingtoday.com - February 16 at 7:54 PM
News IconTax Fraud Blotter: Mass preparer suspensions in Maryland (NASDAQ:TAX)
www.accountingtoday.com - February 16 at 7:54 PM
businesswire.com logoLiberty All-Star® Growth Fund, Inc. 2016 Tax Information (NASDAQ:TAX)
www.businesswire.com - February 16 at 7:54 PM
businesswire.com logoLiberty All-Star® Growth Fund, Inc. 2016 Tax Information (NASDAQ:TAX)
www.businesswire.com - February 16 at 7:54 PM
4-traders.com logoLiberty Tax : Celebrating our local heroes (NASDAQ:TAX)
www.4-traders.com - February 16 at 7:54 PM
4-traders.com logoLiberty Tax : Celebrating our local heroes (NASDAQ:TAX)
www.4-traders.com - February 16 at 7:54 PM
News IconGuide to 7 Top Tax Software Programs, 2017 (NASDAQ:TAX)
portal.kiplinger.com - February 16 at 7:54 PM
News IconInstitutional Investors Continue to Own the Majority of Company Shares: Liberty Tax, Inc. (NASDAQ:TAX) - Rockville Register (NASDAQ:TAX)
rockvilleregister.com - February 15 at 6:21 AM
News IconStock Hovering Above The Trend line: Nice Momentum for Liberty Tax, Inc. (NASDAQ:TAX) - Winfield Review (NASDAQ:TAX)
winfieldreview.com - February 15 at 6:21 AM
globenewswire.com logoLiberty Tax: Congress, IRS Should Consider Change to Tax Refund Delay Law - GlobeNewswire (press release) (NASDAQ:TAX)
globenewswire.com - February 15 at 6:21 AM
finance.yahoo.com logoLiberty Tax: Congress, IRS Should Consider Change to Tax Refund Delay Law (NASDAQ:TAX)
finance.yahoo.com - February 15 at 6:21 AM
News IconConsensus Buy Rated Stocks: Schweitzer-Mauduit International, Inc. (NYSE:SWM) Liberty Tax, Inc. (NASDAQ:TAX) - Rives Journal (NASDAQ:TAX)
rivesjournal.com - February 14 at 1:38 AM
News IconShares Slipping Lower Pre-Market Monday: Liberty Tax, Inc ... - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - February 13 at 8:38 PM
News IconConsensus Buy Rated Stocks: Schweitzer-Mauduit International, Inc ... - Rives Journal (NASDAQ:TAX)
rivesjournal.com - February 13 at 3:36 PM
News IconStock Scrambling Higher Mid-Afternoon: Liberty Tax, Inc.(NASDAQ:TAX) - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - February 13 at 3:36 PM
News IconShares Bending Lower in Session: Liberty Tax, Inc. (NASDAQ:TAX) - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - February 13 at 3:36 PM
News IconSlow start for 2017 filing season, tax refunds (NASDAQ:TAX)
www.dontmesswithtaxes.com - February 10 at 5:51 AM
News IconSales and leases | Lots of action with lot transactions (NASDAQ:TAX)
pilotonline.com - February 4 at 3:39 AM
finance.yahoo.com logoLiberty Tax Anticipates Busy February for Tax Preparers (NASDAQ:TAX)
finance.yahoo.com - February 2 at 5:42 AM
News IconWhat's Ahead For This Dividend Darling: Liberty Tax, Inc. (NASDAQ:TAX) - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - February 1 at 6:49 AM
finance.yahoo.com logoLiberty Tax Collecting Food, Clothes to Help Families Devastated by Storms in the South (NASDAQ:TAX)
finance.yahoo.com - January 30 at 11:43 AM
nasdaq.com logoHow to Get Help Preparing Your Tax Return for Free (NASDAQ:TAX)
www.nasdaq.com - January 28 at 9:21 PM
News IconFree Cash Flow Score in Focus for Liberty Tax, Inc. (NASDAQ:TAX) - The Tribune (NASDAQ:TAX)
lakecitytribune.com - January 28 at 6:52 AM
News IconThe Ultimate Guide to Filing Your Taxes for Free (NASDAQ:TAX)
blog.credit.com - January 23 at 11:10 PM
News IconEquity Research Analysts Peer Into Their Crystal Ball For Liberty Tax, Inc. (NASDAQ:TAX) - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - January 22 at 12:55 AM
4-traders.com logoLiberty Tax : Meet the Liberty Tax dancing statues (NASDAQ:TAX)
www.4-traders.com - January 21 at 3:02 AM
News IconCash Poor: Why Millions of Americans Will Be Short of Funds Next Month. (NASDAQ:TAX)
www.inc.com - January 18 at 4:09 AM
News IconDividend Darling With Consensus Upside? Look No Further Than Liberty Tax, Inc. (NASDAQ:TAX) - Aiken Advocate (NASDAQ:TAX)
aikenadvocate.com - January 17 at 11:09 PM
marketwired.com logoGoodbye Overregulation, Hello Small Business Growth - Marketwired (press release) (NASDAQ:TAX)
www.marketwired.com - January 17 at 11:09 PM
4-traders.com logoLiberty Tax : Goodbye Overregulation, Hello Small Business Growth (NASDAQ:TAX)
www.4-traders.com - January 17 at 10:47 AM
finance.yahoo.com logoGoodbye Overregulation, Hello Small Business Growth (NASDAQ:TAX)
finance.yahoo.com - January 17 at 10:47 AM
4-traders.com logoLiberty Tax : loses $2.7 million breach of contract case with former New York franchisee (NASDAQ:TAX)
www.4-traders.com - January 14 at 8:13 PM
News IconTax Fraud Blotter: Different color pens (NASDAQ:TAX)
www.accountingtoday.com - January 12 at 11:44 PM
finance.yahoo.com logoLiberty Tax Delivers Free Online Federal and State Tax Preparation at DIY Tax (NASDAQ:TAX)
finance.yahoo.com - January 12 at 11:44 PM
News IconMoving? You Can Take a Tax Deduction -- If You Meet These 3 Requirements (NASDAQ:TAX)
www.inc.com - January 11 at 5:38 AM
nasdaq.com logoLiberty Tax, Inc. (TAX) Ex-Dividend Date Scheduled for January 10, 2017 - Nasdaq (NASDAQ:TAX)
www.nasdaq.com - January 10 at 1:07 AM
investopedia.com logoLiberty Tax Stock Trades Ex-Dividend Tuesday - Investopedia (NASDAQ:TAX)
www.investopedia.com - January 10 at 1:07 AM
finance.yahoo.com logoLiberty Tax Names Former NY Deputy Tax Commissioner as Compliance Counsel (NASDAQ:TAX)
finance.yahoo.com - January 10 at 1:07 AM
investopedia.com logoLiberty Tax Stock Trades Ex-Dividend Tuesday (NASDAQ:TAX)
www.investopedia.com - January 10 at 1:07 AM
marketwired.com logoLiberty Tax Opens Tax Season With Iconic Lady Liberty Wavers and Solutions for Taxpayers, Especially Those Faced ... - Marketwired (press release) (NASDAQ:TAX)
www.marketwired.com - January 7 at 5:53 AM
publicnow.com logoLiberty Tax Opens Tax Season With Iconic Lady Liberty Wavers and Solutions for Taxpayers, Especially Those Faced With Refund Delay (NASDAQ:TAX)
www.publicnow.com - January 6 at 6:02 AM
News IconBest Tax Software for Business 2016 (NASDAQ:TAX)
www.businessnewsdaily.com - December 27 at 7:45 PM
capitalcube.com logoETFs with exposure to Liberty Tax, Inc. : December 16, 2016 (NASDAQ:TAX)
www.capitalcube.com - December 17 at 2:41 AM
News IconSupport Our Troops with Santa, Bring Used Cell Phones to Liberty Tax Service (NASDAQ:TAX)
www.consumerelectronicsnet.com - December 16 at 5:28 AM
finance.yahoo.com logoLIBERTY TAX, INC. Financials (NASDAQ:TAX)
finance.yahoo.com - December 16 at 5:28 AM
capitalcube.com logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: Q2, 2017 By the Numbers : December 14, 2016 (NASDAQ:TAX)
www.capitalcube.com - December 15 at 6:40 AM

Social

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 announced a quarterly dividend on Thursday, December 8th. Investors of record on Thursday, January 12th will be paid a dividend of $0.16 per share on Monday, January 23rd. This represents a $0.64 dividend on an annualized basis and a yield of 4.21%. The ex-dividend date of this dividend is Tuesday, January 10th.

Where is Liberty Tax's stock going? Where will Liberty Tax's stock price be in 2017?

1 brokers have issued twelve-month price targets for Liberty Tax's shares. Their predictions range from $25.00 to $25.00. On average, they anticipate Liberty Tax's stock price to reach $25.00 in the next twelve months.

When will Liberty Tax announce their earnings?

Liberty Tax is scheduled to release their next quarterly earnings announcement on Thursday, March, 2nd 2017.

Who owns Liberty Tax stock?

Liberty Tax's stock is owned by a number of of retail and institutional investors. Top institutional shareholders include Royce & Associates LP (5.45%), Continental Advisors LLC (1.87%), Renaissance Technologies LLC (1.79%), NS Advisors LLC (1.66%), Dimensional Fund Advisors LP (0.76%) and State Street Corp (0.49%). Company insiders that own Liberty Tax stock include Ellen M Mcdowell, Gordon Dangelo, John R Garel, John T Hewitt, Michael Piper, Robert M Howard, Ross N Longfield and Steven Ibbotson.

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 United Capital Financial Advisers 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.

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 NS Advisors LLC, Renaissance Technologies LLC, Dimensional Fund Advisors LP, Royce & Associates LP, Continental Advisors LLC, Two Sigma Investments LP, FMR LLC and GSA Capital Partners LLP.

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 $15.20.

Liberty Tax (NASDAQ:TAX) Chart for Friday, February, 24, 2017


Institutional Ownership Chart

Institutional Ownership by Quarter for Liberty Tax (NASDAQ:TAX)

Earnings History Chart

Earnings by Quarter for Liberty Tax (NASDAQ:TAX)

Dividend History Chart

Dividend Payments by Quarter for Liberty Tax (NASDAQ:TAX)

Last Updated on 2/24/2017 by MarketBeat.com Staff