Liberty Tax Company Profile (NASDAQ:TAX)

About Liberty Tax

Liberty Tax logoLiberty Tax, Inc., formerly JTH Holding, Inc., is a holding company for JTH Tax, Inc. The Company provides retail federal and state income tax preparation services in the United States and Canada. The Company has two operating segments: U.S. operations and Canadian operations. The Company's tax preparation services and related tax settlement products are offered primarily through franchised locations. The Company also provides tax preparation services through its online tax return products. All of the Company's offices are operated under the Liberty Tax Service and SiempreTax+ brands. The Company offers a franchise purchase program, rent to own, which allows existing franchisees to acquire additional territories with minimal risk. 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, which is marketed as an Instant Cash Advance (ICA).

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Personal Services
  • Sub-Industry: N/A
  • Exchange: NASDAQ
  • Symbol: TAX
  • CUSIP:
Key Metrics:
  • Previous Close: $13.92
  • 50 Day Moving Average: $13.95
  • 200 Day Moving Average: $14.69
  • Trailing P/E Ratio: 10.05
  • Foreward P/E Ratio: 7.52
  • P/E Growth: 0.67
  • Market Cap: $193.39M
  • Outstanding Shares: 13,893,000
  • Beta: 0.67
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 (79.60% upside)

Analysts' Ratings History for Liberty Tax (NASDAQ:TAX)
DateFirmActionRatingPrice TargetDetails
3/7/2016Barrington ResearchLower Price TargetOutperform$34.00 -> $25.00View Rating Details
(Data available from 8/27/2014 forward)


Earnings History for Liberty Tax (NASDAQ:TAX)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
9/2/2016ListenView 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)


Earnings Estimates for Liberty Tax (NASDAQ:TAX)
Current Year EPS Consensus Estimate: $1.6 EPS
Next Year EPS Consensus Estimate: $1.85 EPS


Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Annual Dividend:$0.64
Dividend Yield:4.60%
Payout Ratio:50.39% (Based on Trailing 12 Months of Earnings)
40.00% (Based on Current Year Consensus EPS Estimate)
34.59% (Based on Next Year Consensus EPS Estimate)

Dividend History for Liberty Tax (NASDAQ:TAX)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Liberty Tax (NASDAQ:TAX)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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)


Latest Headlines for Liberty Tax (NASDAQ:TAX)
News IconVet hospital named top small biz of 2016 (NASDAQ:TAX) - August 26 at 10:36 AM
News IconDividend Stock With Potential Upside in Focus: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - August 25 at 10:55 AM logoLIBERTY TAX, INC. : Entry into a Material Definitive Agreement (form 8-K) (NASDAQ:TAX) - August 24 at 7:25 PM logoLIBERTY TAX, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement (NASDAQ:TAX) - August 24 at 7:25 PM
News IconActive Watchful Movers- Microsoft (NASDAQ:MSFT), BioPharmX Corporation (NYSE:BPMX), Liberty Tax (NASDAQ:TAX) - Seneca Globe (NASDAQ:TAX) - August 24 at 10:47 AM
News IconReview of Dividend Stock With Upside Potential: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - August 23 at 12:12 PM logoBRIEF-Liberty Global- Ziggo secures finance and Bank Of Nova Scotia as facility agent enters into Eur 2,589.2 mln additional facility accession deed (NASDAQ:TAX) - August 22 at 7:34 PM
News IconLiberty tender offer set at P2.20 per share (NASDAQ:TAX) - August 22 at 7:34 PM
News IconTrading of Liberty Telecoms shares halted in preparation for delisting (NASDAQ:TAX) - August 22 at 7:34 PM logoLiberty Tax Service to Report First Quarter Fiscal 2017 Results on September 2, 2016 (NASDAQ:TAX) - August 22 at 7:34 PM
News IconBeatable Stocks in Active Notes- General Motors (NYSE:GM), Liberty Tax (NASDAQ:TAX), Osisko Gold Royalties (OR) - Seneca Globe (NASDAQ:TAX) - August 22 at 10:46 AM
News IconStocks on Hotspot- The Boeing Firm (NYSE:BA), Liberty Tax, Inc. (NASDAQ:TAX) - Seneca Globe (NASDAQ:TAX) - August 22 at 10:46 AM
News IconDayton City Council to workshop revenue and taxes (NASDAQ:TAX) - August 20 at 7:13 PM
News IconRecap on Dividend Stock With Possible Upside: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - August 20 at 11:41 AM
News IconReview of Dividend Stock With Upside Possibilities: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - August 18 at 10:47 AM
News IconShares Moving Lower Over the Past Month Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - August 18 at 10:47 AM logoLiberty Tax Service Offers Free ITIN Renewal for Taxpayers Affected by New Law (NASDAQ:TAX) - August 18 at 10:47 AM logoLiberty Tax : No bonus this year for Liberty Tax CEO John Hewitt (NASDAQ:TAX) - August 14 at 10:29 AM logoIncreasing Complexity And Growing Markets Should Benefit Liberty ... - Seeking Alpha (NASDAQ:TAX) - August 11 at 8:17 PM
News IconGround broken on Liberty Mills trail extension (NASDAQ:TAX) - August 10 at 8:15 PM
News IconHit List News Buzzer- Alphabet (NASDAQ:GOOG), Liberty Tax (NASDAQ:TAX), Agrium (NYSE:AGU) - Seneca Globe (NASDAQ:TAX) - August 4 at 10:55 AM
News IconLiberty Tax CEO John T. Hewitt Ready to Referee Buffett-Trump Tax ... - Digital Journal (NASDAQ:TAX) - August 3 at 8:04 PM logoLiberty Tax CEO John T. Hewitt Ready to Referee Buffett-Trump Tax Challenge (NASDAQ:TAX) - August 3 at 8:04 PM logoTax Computer Systems Ltd Acquired (NASDAQ:TAX) - July 31 at 1:08 PM logoTax Systems plc Admission to AIM – 26th July 2016 (NASDAQ:TAX) - July 31 at 1:08 PM logoLead Adviser and Investor on £51 million IPO of Tax Systems plc (NASDAQ:TAX) - July 27 at 10:28 AM logoETF’s with exposure to Liberty Tax, Inc. : July 25, 2016 (NASDAQ:TAX) - July 25 at 1:08 PM logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: 2016 By the Numbers : July 22, 2016 (NASDAQ:TAX) - July 22 at 9:15 AM
News IconSmall Business of the Year Awards finalists named (NASDAQ:TAX) - July 21 at 10:32 AM logoLiberty Tax Service Commits up to $250,000 in Free Tax Books and Learning for Police Officers and Their Families (NASDAQ:TAX) - July 21 at 9:38 AM
News IconShares Lower on the Year Liberty Tax, Inc. (NASDAQ:TAX) - Press Telegraph (NASDAQ:TAX) - July 20 at 10:38 AM
News IconSell-side Value Play with Decent Upside: Liberty Tax, Inc. (NASDAQ:TAX) - TGP (NASDAQ:TAX) - July 20 at 10:38 AM
News IconWhy I'm Giving $75,000 to Thank Police Officers... and Challenging Other Business Leaders to Show Appreciation (NASDAQ:TAX) - July 19 at 7:54 PM
News IconInstitutions are Decreasing Positions in Liberty Tax, Inc. (NASDAQ:TAX) - Telanagana Press (NASDAQ:TAX) - July 15 at 12:59 PM
News IconIncreased Volatility Noted on Shares of: Liberty Tax, Inc. (NASDAQ:TAX) - Engelwood Daily (NASDAQ:TAX) - July 15 at 12:59 PM
News IconInsiders Increasing Positions in: Liberty Tax, Inc. (NASDAQ:TAX) - Press Telegraph (NASDAQ:TAX) - July 14 at 11:22 AM
News IconStock Moving Up This Week: Liberty Tax, Inc. (NASDAQ:TAX) - Telanagana Press (NASDAQ:TAX) - July 12 at 12:03 PM
News IconStock Down on the Year Liberty Tax, Inc. (NASDAQ:TAX) - Press Telegraph (NASDAQ:TAX) - July 12 at 12:03 PM logoCarriage Services Inc versus Liberty Tax Inc Head to Head Compare - CML News (NASDAQ:TAX) - July 12 at 12:03 PM logoLIBERTY TAX, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and Exhibits (NASDAQ:TAX) - July 8 at 4:31 PM
News IconSiempreTax+ Offers a Low Investment Tax Franchise Opportunity (NASDAQ:TAX) - July 8 at 10:34 AM logoCollectors Universe Inc. versus Liberty Tax, Inc. Head to Head Compare - CML News (NASDAQ:TAX) - July 7 at 10:28 AM logoLiberty Tax, Inc. (NASDAQ:TAX) Fundamental Star Rating Report - CML News (NASDAQ:TAX) - July 7 at 10:28 AM logoLiberty Tax, Inc. (TAX) Ex-Dividend Date Scheduled for July 08, 2016 - Nasdaq (NASDAQ:TAX) - July 7 at 10:28 AM logoLIBERTY TAX, INC. Financials (NASDAQ:TAX) - July 6 at 1:04 PM
News IconFeds seeks injunction against Baltimore tax preparer (NASDAQ:TAX) - July 5 at 7:21 PM
News IconShare Performance Recap for: Liberty Tax, Inc. (NASDAQ:TAX) - Press Telegraph (NASDAQ:TAX) - July 5 at 10:08 AM
News IconStock Valuation in Review: Liberty Tax, Inc. (NASDAQ:TAX) - Telanagana Press (NASDAQ:TAX) - July 3 at 10:18 AM logoLIBERTY TAX : Management's Discussion and Analysis of Financial Condition and Results of Operations. (form 10-K) (NASDAQ:TAX) - June 29 at 7:39 PM logoLIBERTY TAX, INC. Files SEC form 10-K, Annual Report (NASDAQ:TAX) - June 29 at 5:04 PM


Liberty Tax (NASDAQ:TAX) Chart for Saturday, August, 27, 2016

Last Updated on 8/27/2016 by Staff