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VERX

Vertex, Inc.

Technology · USD

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Price alert · VERX

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15.32 USD +0.46 +3.10%
As of Oct 30, 2026 Extended hours 15.50 +1.17%
Bid
15.29 × 2
Ask
15.32 × 2
14.90 Day range 15.39
10.58 52-week range 22.90
YTD
-23.28%
1 year
-32.21%
Open
14.92
Prev close
14.86
Mkt cap
2.48B
Vol
1.43M
Avg vol
1.69M
EPS
0.01
P/E
1532.00
Div yield
0.00%
More statistics
Low
14.90
High
15.39
Forward P/E
14.91
Beta
0.83
Short ratio
4.05
Inst. own
94.99%
Dividend
0.00
Ex-div date
Earnings
Nov 4, 2026
50-d avg
13.12
200-d avg
13.31
1y target
17.08

5D chart

Chart tools
Interval
VERX five-day price chart14.314.614.915.215.4Oct 26Oct 27Oct 28Oct 29Oct 30

Key statistics

Market cap
2.48B
Enterprise value
2.53B
Trailing P/E
1532.00
Forward P/E
14.91
PEG ratio
0.00
Price / sales
3.15
Price / book
10.02
EPS (TTM)
0.01
Beta
0.83
Dividend yield
0.00%
Payout ratio
0.00%
Profit margin
0.45%
Revenue (TTM)
787.44M
Revenue growth
10.50%
Free cash flow
70.86M
Total cash
230.49M
Total debt
349.92M
Return on equity
1.46%
Shares outstanding
79.66M
Short % of float
7.02%
50-day average
13.12
200-day average
13.31

Analyst view

Consensus: buy

Buy
Price target (mean) 17.08 +11.5% upside
Target (low)
12.00
Target (mean)
17.08
Target (high)
25.00
Ratings (0m) 14 6 buy · 8 hold · 0 sell
  • Strong buy3
  • Buy3
  • Hold8
  • Sell0
  • Strong sell0

Next earnings

Nov 4, 2026

Expected Nov 4, 2026. Consensus EPS estimate 0.22184.

Earnings history

Financials — quick view

All financials
VERX Revenue — quarterly 203.97M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
VERX Net income — quarterly 9.04M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
VERX EPS — quarterly 0.06
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

VERX recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Nov 4, 2026Sep 30, 20260.2223———
Aug 3, 2026Jun 30, 20260.19080.20+0.01+4.82%
May 7, 2026Mar 31, 20260.160.17+0.01+6.25%
Feb 11, 2026Dec 31, 20250.170.170.000.00%
Nov 3, 2025Sep 30, 20250.170.170.000.00%
Aug 6, 2025Jun 30, 20250.140.15+0.01+7.14%

Upgrades / downgrades

VERX analyst upgrades and downgrades
DateFirmActionFromTo
Oct 13, 2026TD CowenmainBuyBuy
Aug 4, 2026DA DavidsonmainNeutralNeutral
Aug 4, 2026Stephens & Co.mainOverweightOverweight
Aug 4, 2026BairdmainOutperformOutperform
Jul 21, 2026Morgan StanleydownOverweightEqual-Weight
Jun 29, 2026TD Coweninit—Buy

About Vertex, Inc.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Sector
Technology
Industry
Software - Application
Country
United States

News

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Insider holders

VERX insider holders
InsiderRelationLatest transactionDateShares held
ANDERSEN ERIC CDirectorStock Award(Grant)Jun 9, 2026165,979
ANNE MARIE WESTPHALTrusteeStock GiftDec 22, 2024578,074
DESTEFANO DAVIDDirectorStock Award(Grant)Jun 9, 20261,468,730
ITEM SECOND IRR. TRUSTTrusteePurchaseMar 8, 20261,221,100
JACOB J WESTPHALTrusteeStock GiftDec 22, 2024745,706
KYLE R. WESTPHALTrusteeSaleNov 20, 20241,358,100

Institution ownership

VERX institution ownership
Holder% heldSharesValueReported
Blackrock Inc.7.79%6,236,15295.54MJun 29, 2026
Vanguard Portfolio Management LLC6.23%4,984,13376.36MJun 29, 2026
Morgan Stanley5.16%4,132,40463.31MJun 29, 2026
Brown Advisory Inc.4.43%3,549,05254.37MJun 29, 2026
Vanguard Capital Management LLC3.96%3,173,88348.62MJun 29, 2026
Tensile Capital Management, LP3.62%2,898,56344.41MJun 29, 2026

Fund ownership

VERX fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.82%2,255,64234.56MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.37%1,894,14229.02MSep 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.31%1,847,18928.30MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.05%1,642,33725.16MJun 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF1.51%1,210,22618.54MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.20%963,53114.76MJun 29, 2026
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