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: $12.50
  • 50 Day Moving Average: $12.79
  • 200 Day Moving Average: $13.31
  • 52-Week Range: $9.95 - $24.22
  • Trailing P/E Ratio: 9.38
  • Foreward P/E Ratio: 7.67
  • P/E Growth: 0.67
  • Market Cap: $173.68M
  • Outstanding Shares: 13,894,000
  • Beta: 0.7
  • Net Margins: 9.16%
  • Return on Equity: 18.09%
  • Return on Assets: 7.57%
  • Debt-to-Equity Ratio: 0.46%
  • Current Ratio: 3.41%
  • Quick Ratio: 3.41%
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 (100.00% 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 10/21/2014 forward)


Earnings History for Liberty Tax (NASDAQ:TAX)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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)


Earnings Estimates for Liberty Tax (NASDAQ:TAX)
Current Year EPS Consensus Estimate: $1.39 EPS
Next Year EPS Consensus Estimate: $1.63 EPS


Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Annual Dividend:$0.64
Dividend Yield:5.12%
Payout Ratio:52.89% (Based on Trailing 12 Months of Earnings)
46.04% (Based on Current Year Consensus EPS Estimate)
39.26% (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)
Insider Ownership Percentage: 46.80%
Institutional Ownership Percentage: 40.52%
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)


Latest Headlines for Liberty Tax (NASDAQ:TAX)
News IconLIST: Latest Hampton Roads leases from Harvey Lindsay (NASDAQ:TAX) - October 21 at 7:38 PM
News IconIn it For the Long Haul: Update on Dividend Darling: Liberty Tax, Inc. (NASDAQ:TAX) - CSZ News (NASDAQ:TAX) - October 18 at 10:56 AM
News IconIn it For the Long Haul: Update on Dividend Darling: Liberty Tax, Inc. (NASDAQ:TAX) - CSZ News (NASDAQ:TAX) - October 18 at 10:56 AM logoLiberty All-Star® Growth Fund, Inc. Declares Distribution (NASDAQ:TAX) - October 17 at 10:52 AM
News IconMalden property company announces lease renewals (NASDAQ:TAX) - October 15 at 7:07 PM
News IconHow to Publish Content in the Right Place at the Right Time (NASDAQ:TAX) - October 15 at 10:56 AM logoETF’s with exposure to Liberty Tax, Inc. : October 14, 2016 (NASDAQ:TAX) - October 14 at 7:24 PM
News IconStock Cascading Downward Before Open: Liberty Tax, Inc ... - CSZ News (NASDAQ:TAX) - October 14 at 10:54 AM
News Icon1587 Shares of Stock are sold by Liberty Tax Inc. (TAX) Director Gordon Dangelo - DailyQuint (NASDAQ:TAX) - October 14 at 10:54 AM
News IconNotable Insider Trading: Liberty Tax Inc (NASDAQ:TAX) - The Voice Registrar (NASDAQ:TAX) - October 8 at 10:29 AM logoLiberty Tax, Inc. : TAX-US: Dividend Analysis : July 12th, 2016 (record date) : By the numbers : October 7, 2016 (NASDAQ:TAX) - October 7 at 7:15 PM logoInsiders Are Selling - Liberty Tax, Inc. (NASDAQ:TAX) - Finance Daily (NASDAQ:TAX) - October 6 at 7:19 PM logoLiberty Tax, Inc. (NASDAQ:TAX) Trading Down - Insider Trading Activity - Finance Daily (NASDAQ:TAX) - September 30 at 6:54 PM
News IconBroker Roundup For Liberty TripAdvisor Holdings, Inc. – Series A Common Stock When Issued (NASDAQ:LTRPA) (NASDAQ:TAX) - September 29 at 7:30 PM logoLiberty Tax : Comedy club coming to Heflin (NASDAQ:TAX) - September 29 at 10:45 AM logoLiberty Tax, Inc. (NASDAQ:TAX) Trading Up - Insider Trading Activity - Finance Daily (NASDAQ:TAX) - September 21 at 7:05 PM logoForm 4 Liberty Tax, Inc. For: Sep 19 Filed by: Ibbotson Steven - (NASDAQ:TAX) - September 21 at 7:05 PM logoLIBERTY TAX, INC. : Submission of Matters to a Vote of Security Holders (form 8-K) (NASDAQ:TAX) - September 16 at 11:08 AM
News IconTaking a Look at This Dividend Stock With Potential Upside: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - September 15 at 7:40 PM logoLIBERTY TAX, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders (NASDAQ:TAX) - September 15 at 7:40 PM logoETF’s with exposure to Liberty Tax, Inc. : September 12, 2016 (NASDAQ:TAX) - September 12 at 7:07 PM logoLIBERTY TAX, INC. Financials (NASDAQ:TAX) - September 9 at 7:09 PM logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: Q1, 2017 By the Numbers : September 6, 2016 (NASDAQ:TAX) - September 6 at 10:22 AM logo6:37 am Liberty Tax misses by $0.05, misses on revs (NASDAQ:TAX) - September 5 at 10:36 AM logoLiberty Tax (TAX) Incurs Q1 Loss as Expected; Revenues Fall (NASDAQ:TAX) - September 5 at 10:36 AM logoBRIEF-Liberty Tax service Q1 adjusted loss per share $0.66 (NASDAQ:TAX) - September 2 at 12:20 PM logoLiberty Tax (TAX) Down Ahead of Quarterly Loss (NASDAQ:TAX) - September 2 at 12:20 PM logoLiberty Tax Service Announces Fiscal 2017 First Quarter Results (NASDAQ:TAX) - September 2 at 12:20 PM logoLiberty Tax reports 1Q loss (NASDAQ:TAX) - September 2 at 12:20 PM logoQ1 2017 Liberty Tax Inc Earnings Release - Before Market Open (NASDAQ:TAX) - September 2 at 12:20 PM logoETF’s with exposure to Liberty Tax, Inc. : September 2, 2016 (NASDAQ:TAX) - September 2 at 12:20 PM logoLiberty Media companies shuffle executives (NASDAQ:TAX) - September 1 at 7:33 PM
News IconTracking Dividend Stock With Potential Upside: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX) - September 1 at 10:48 AM logoDeveloper Community Turbocharges the DocuSign Global Trust Network (NASDAQ:TAX) - August 31 at 11:12 AM logoLiberty Tax Inc : quaterly earnings release (NASDAQ:TAX) - August 30 at 10:58 AM
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


Liberty Tax (NASDAQ:TAX) Chart for Friday, October, 21, 2016

Last Updated on 10/21/2016 by Staff