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: $12.80
  • 50 Day Moving Average: $13.35
  • 200 Day Moving Average: $14.03
  • 52-Week Range: $13,894,000.00 - $9.95
  • Trailing P/E Ratio: 9.62
  • Foreward P/E Ratio: 7.13
  • P/E Growth: 0.67
  • Market Cap: $178.26M
  • Outstanding Shares: 13,894,000
  • Beta: 0.68
Profitability:
  • Net Margins: 9.16%
  • Return on Equity: 18.09%
  • Return on Assets: 7.57%
Debt:
  • 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 (94.86% 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 9/25/2014 forward)

Earnings

Earnings History for Liberty Tax (NASDAQ:TAX)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
12/7/2016        
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: $1.55 EPS
Next Year EPS Consensus Estimate: $1.8 EPS

Dividends

Current Dividend Information for Liberty Tax (NASDAQ:TAX)
Annual Dividend:$0.64
Dividend Yield:4.99%
Payout Ratio:52.89% (Based on Trailing 12 Months of Earnings)
41.29% (Based on Current Year Consensus EPS Estimate)
35.56% (Based on Next Year Consensus EPS Estimate)

Dividend History for Liberty Tax (NASDAQ:TAX)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
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: 40.52%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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
fidaily.com logoLiberty Tax, Inc. (NASDAQ:TAX) Trading Up - Insider Trading Activity - Finance Daily (NASDAQ:TAX)
www.fidaily.com - September 21 at 7:05 PM
streetinsider.com logoForm 4 Liberty Tax, Inc. For: Sep 19 Filed by: Ibbotson Steven - StreetInsider.com (NASDAQ:TAX)
www.streetinsider.com - September 21 at 7:05 PM
4-traders.com logoLIBERTY TAX, INC. : Submission of Matters to a Vote of Security Holders (form 8-K) (NASDAQ:TAX)
www.4-traders.com - 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)
www.kentuckypostnews.com - September 15 at 7:40 PM
biz.yahoo.com logoLIBERTY TAX, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders (NASDAQ:TAX)
biz.yahoo.com - September 15 at 7:40 PM
capitalcube.com logoETF’s with exposure to Liberty Tax, Inc. : September 12, 2016 (NASDAQ:TAX)
www.capitalcube.com - September 12 at 7:07 PM
finance.yahoo.com logoLIBERTY TAX, INC. Financials (NASDAQ:TAX)
finance.yahoo.com - September 9 at 7:09 PM
capitalcube.com logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: Q1, 2017 By the Numbers : September 6, 2016 (NASDAQ:TAX)
www.capitalcube.com - September 6 at 10:22 AM
finance.yahoo.com logo6:37 am Liberty Tax misses by $0.05, misses on revs (NASDAQ:TAX)
finance.yahoo.com - September 5 at 10:36 AM
finance.yahoo.com logoLiberty Tax (TAX) Incurs Q1 Loss as Expected; Revenues Fall (NASDAQ:TAX)
finance.yahoo.com - September 5 at 10:36 AM
reuters.com logoBRIEF-Liberty Tax service Q1 adjusted loss per share $0.66 (NASDAQ:TAX)
www.reuters.com - September 2 at 12:20 PM
baystreet.ca logoLiberty Tax (TAX) Down Ahead of Quarterly Loss (NASDAQ:TAX)
www.baystreet.ca - September 2 at 12:20 PM
marketwired.com logoLiberty Tax Service Announces Fiscal 2017 First Quarter Results (NASDAQ:TAX)
www.marketwired.com - September 2 at 12:20 PM
sg.finance.yahoo.com logoLiberty Tax reports 1Q loss (NASDAQ:TAX)
sg.finance.yahoo.com - September 2 at 12:20 PM
biz.yahoo.com logoQ1 2017 Liberty Tax Inc Earnings Release - Before Market Open (NASDAQ:TAX)
biz.yahoo.com - September 2 at 12:20 PM
capitalcube.com logoETF’s with exposure to Liberty Tax, Inc. : September 2, 2016 (NASDAQ:TAX)
www.capitalcube.com - September 2 at 12:20 PM
bizjournals.com logoLiberty Media companies shuffle executives (NASDAQ:TAX)
www.bizjournals.com - September 1 at 7:33 PM
News IconTracking Dividend Stock With Potential Upside: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - September 1 at 10:48 AM
bizjournals.com logoDeveloper Community Turbocharges the DocuSign Global Trust Network (NASDAQ:TAX)
www.bizjournals.com - August 31 at 11:12 AM
4-traders.com logoLiberty Tax Inc : quaterly earnings release (NASDAQ:TAX)
www.4-traders.com - August 30 at 10:58 AM
News IconVet hospital named top small biz of 2016 (NASDAQ:TAX)
times-herald.com - August 26 at 10:36 AM
News IconDividend Stock With Potential Upside in Focus: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - August 25 at 10:55 AM
4-traders.com logoLIBERTY TAX, INC. : Entry into a Material Definitive Agreement (form 8-K) (NASDAQ:TAX)
www.4-traders.com - August 24 at 7:25 PM
biz.yahoo.com logoLIBERTY TAX, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement (NASDAQ:TAX)
biz.yahoo.com - 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)
www.senecaglobe.com - August 24 at 10:47 AM
News IconReview of Dividend Stock With Upside Potential: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - August 23 at 12:12 PM
reuters.com 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)
www.reuters.com - August 22 at 7:34 PM
News IconLiberty tender offer set at P2.20 per share (NASDAQ:TAX)
business.inquirer.net - August 22 at 7:34 PM
News IconTrading of Liberty Telecoms shares halted in preparation for delisting (NASDAQ:TAX)
www.businessmirror.com.ph - August 22 at 7:34 PM
finance.yahoo.com logoLiberty Tax Service to Report First Quarter Fiscal 2017 Results on September 2, 2016 (NASDAQ:TAX)
finance.yahoo.com - 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)
www.senecaglobe.com - August 22 at 10:46 AM
News IconStocks on Hotspot- The Boeing Firm (NYSE:BA), Liberty Tax, Inc. (NASDAQ:TAX) - Seneca Globe (NASDAQ:TAX)
www.senecaglobe.com - August 22 at 10:46 AM
News IconDayton City Council to workshop revenue and taxes (NASDAQ:TAX)
www.thevindicator.com - August 20 at 7:13 PM
News IconRecap on Dividend Stock With Possible Upside: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - August 20 at 11:41 AM
News IconReview of Dividend Stock With Upside Possibilities: Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - August 18 at 10:47 AM
News IconShares Moving Lower Over the Past Month Liberty Tax, Inc. (NASDAQ:TAX) - Post News (NASDAQ:TAX)
www.kentuckypostnews.com - August 18 at 10:47 AM
finance.yahoo.com logoLiberty Tax Service Offers Free ITIN Renewal for Taxpayers Affected by New Law (NASDAQ:TAX)
finance.yahoo.com - August 18 at 10:47 AM
4-traders.com logoLiberty Tax : No bonus this year for Liberty Tax CEO John Hewitt (NASDAQ:TAX)
www.4-traders.com - August 14 at 10:29 AM
seekingalpha.com logoIncreasing Complexity And Growing Markets Should Benefit Liberty ... - Seeking Alpha (NASDAQ:TAX)
seekingalpha.com - August 11 at 8:17 PM
News IconGround broken on Liberty Mills trail extension (NASDAQ:TAX)
www.news-sentinel.com - 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)
www.senecaglobe.com - August 4 at 10:55 AM
News IconLiberty Tax CEO John T. Hewitt Ready to Referee Buffett-Trump Tax ... - Digital Journal (NASDAQ:TAX)
www.digitaljournal.com - August 3 at 8:04 PM
finance.yahoo.com logoLiberty Tax CEO John T. Hewitt Ready to Referee Buffett-Trump Tax Challenge (NASDAQ:TAX)
finance.yahoo.com - August 3 at 8:04 PM
publicnow.com logoTax Computer Systems Ltd Acquired (NASDAQ:TAX)
www.publicnow.com - July 31 at 1:08 PM
publicnow.com logoTax Systems plc Admission to AIM – 26th July 2016 (NASDAQ:TAX)
www.publicnow.com - July 31 at 1:08 PM
publicnow.com logoLead Adviser and Investor on £51 million IPO of Tax Systems plc (NASDAQ:TAX)
www.publicnow.com - July 27 at 10:28 AM
capitalcube.com logoETF’s with exposure to Liberty Tax, Inc. : July 25, 2016 (NASDAQ:TAX)
www.capitalcube.com - July 25 at 1:08 PM
capitalcube.com logoLiberty Tax, Inc. :TAX-US: Earnings Analysis: 2016 By the Numbers : July 22, 2016 (NASDAQ:TAX)
www.capitalcube.com - July 22 at 9:15 AM
News IconSmall Business of the Year Awards finalists named (NASDAQ:TAX)
times-herald.com - July 21 at 10:32 AM
finance.yahoo.com logoLiberty Tax Service Commits up to $250,000 in Free Tax Books and Learning for Police Officers and Their Families (NASDAQ:TAX)
finance.yahoo.com - July 21 at 9:38 AM

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Liberty Tax (NASDAQ:TAX) Chart for Sunday, September, 25, 2016


Last Updated on 9/25/2016 by MarketBeat.com Staff