VERX
Vertex, Inc.
Set alert
- 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
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
- Target (low)
- 12.00
- Target (mean)
- 17.08
- Target (high)
- 25.00
- Strong buy3
- Buy3
- Hold8
- Sell0
- Strong sell0
Next earnings
Nov 4, 2026
Expected Nov 4, 2026. Consensus EPS estimate 0.22184.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 4, 2026 | Sep 30, 2026 | 0.2223 | — | — | — |
| Aug 3, 2026 | Jun 30, 2026 | 0.1908 | 0.20 | +0.01 | +4.82% |
| May 7, 2026 | Mar 31, 2026 | 0.16 | 0.17 | +0.01 | +6.25% |
| Feb 11, 2026 | Dec 31, 2025 | 0.17 | 0.17 | 0.00 | 0.00% |
| Nov 3, 2025 | Sep 30, 2025 | 0.17 | 0.17 | 0.00 | 0.00% |
| Aug 6, 2025 | Jun 30, 2025 | 0.14 | 0.15 | +0.01 | +7.14% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 13, 2026 | TD Cowen | main | Buy | Buy |
| Aug 4, 2026 | DA Davidson | main | Neutral | Neutral |
| Aug 4, 2026 | Stephens & Co. | main | Overweight | Overweight |
| Aug 4, 2026 | Baird | main | Outperform | Outperform |
| Jul 21, 2026 | Morgan Stanley | down | Overweight | Equal-Weight |
| Jun 29, 2026 | TD Cowen | init | — | 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
- Website
- vertexinc.com
News
- Vertex Gears Up to Report Q3 Earnings: Is a Beat in the Cards?
- Vertex Launches Vertex Sol
- Vertex Introduces Vertex Sōl™, a Connected, AI-Powered Tax and Compliance Experience
- The $500 Million Non-CF Factor Vertex Investors Can't Ignore on Nov. 2
- Vertex Pharmaceuticals Gets 96% of Product Sales From Treatments for 1 Disease. Here's Why That's About to Change.
- Vertex Highlights Kidney Pipeline as Povetacicept Cuts Proteinuria 52% in Phase III
- Vertex, Inc. (NASDAQ:VERX) Stock Has Average Price Target of $17.50
- Vertex Appoints Daniel Brennan to its Board of Directors
- IGEN and Vertex Unite Excise and Global Indirect Tax in a Single Solution
- Vertex AI and Data Leader Sarah Vlasic Named a 2026 Info-Tech Women Leading IT Award Winner
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANDERSEN ERIC C | Director | Stock Award(Grant) | Jun 9, 2026 | 165,979 |
| ANNE MARIE WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 578,074 |
| DESTEFANO DAVID | Director | Stock Award(Grant) | Jun 9, 2026 | 1,468,730 |
| ITEM SECOND IRR. TRUST | Trustee | Purchase | Mar 8, 2026 | 1,221,100 |
| JACOB J WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 745,706 |
| KYLE R. WESTPHAL | Trustee | Sale | Nov 20, 2024 | 1,358,100 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.79% | 6,236,152 | 95.54M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.23% | 4,984,133 | 76.36M | Jun 29, 2026 |
| Morgan Stanley | 5.16% | 4,132,404 | 63.31M | Jun 29, 2026 |
| Brown Advisory Inc. | 4.43% | 3,549,052 | 54.37M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.96% | 3,173,883 | 48.62M | Jun 29, 2026 |
| Tensile Capital Management, LP | 3.62% | 2,898,563 | 44.41M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.82% | 2,255,642 | 34.56M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.37% | 1,894,142 | 29.02M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.31% | 1,847,189 | 28.30M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.05% | 1,642,337 | 25.16M | Jun 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 1.51% | 1,210,226 | 18.54M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.20% | 963,531 | 14.76M | Jun 29, 2026 |