Vertex, Inc. VERX
Nov 10, 2026, 12:44 PM EST
- YTD
- -12.12%
- 1 year
- -8.55%
- Market cap
- 2.85B
- Revenue (ttm)
- 808.60M
- Profit margin
- -5.83%
- EPS (ttm)
- -0.30
- Shares out
- 80.11M
- Forward P/E
- 16.63
- YTD return
- -12.12%
- 1-year return
- -8.55%
- Volume
- 644.31K
- Avg volume
- 1.53M
- Open
- 17.22
- Previous close
- 17.30
- Day's range
- 17.03 – 17.78
- 52-week range
- 10.21 – 20.86
- Beta
- 0.75
- Analysts
- Buy
- Price target
- 20.85 (+18.8%)
- Earnings date
- Feb 10, 2027
5D +1.25 (+7.89%)
Key statistics
- Enterprise value
- 2.80B
- PEG ratio
- 0.00
- Price / sales
- 3.47
- Price / book
- 14.95
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 11.00%
- Free cash flow
- 134.27M
- Total cash
- 217.80M
- Total debt
- 349.94M
- Return on equity
- -21.19%
- Short % of float
- 7.07%
- 50-day average
- 13.41
- 200-day average
- 13.22
Analyst view
Consensus: buy
- Target (low)
- 16.00
- Target (mean)
- 20.85
- Target (high)
- 30.00
- Strong buy3
- Buy4
- Hold8
- Sell0
- Strong sell0
Next earnings
Feb 10, 2027
Expected Feb 10, 2027. Consensus EPS estimate 0.22597.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 10, 2027 | Dec 30, 2026 | 0.23 | — | — | — |
| Nov 4, 2026 | Sep 30, 2026 | 0.2223 | 0.26 | +0.04 | +16.96% |
| 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% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 5, 2026 | Needham | main | Buy | Buy |
| Nov 5, 2026 | Piper Sandler | main | Neutral | Neutral |
| 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 |
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
Only One in Six Enterprises Treats Indirect Tax as a Standing Board Item 
Bristol Myers Squibb vs. Vertex: Which Pharma Stock Is a Better Buy for 2027? 
Motorola Solutions, Sezzle, Unity Software, Toyota Motor And Other Big Stocks Moving Higher On Thursday 
Vertex Analysts Boost Their Forecasts After Better-Than-Expected Q3 Results 
Vertex Analysts Boost Their Forecasts After Better-Than-Expected Q3 Results 
Needham Maintains Buy on Vertex, Raises Price Target to $30 
12 Information Technology Stocks Moving In Thursday's Pre-Market Session 
Piper Sandler Maintains Neutral on Vertex, Raises Price Target to $20 
What Vertex (VERX) Said on Its Q3 Earnings Call 
Vertex, Inc. (VERX) Q3 2026 Earnings Call Transcript
Your note
Sign in to keep a note on VERX — it syncs with the Stock Master app.
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 | 107.89M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.23% | 4,984,133 | 86.23M | Jun 29, 2026 |
| Morgan Stanley | 5.16% | 4,132,404 | 71.49M | Jun 29, 2026 |
| Brown Advisory Inc. | 4.43% | 3,549,052 | 61.40M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.96% | 3,173,883 | 54.91M | Jun 29, 2026 |
| Tensile Capital Management, LP | 3.62% | 2,898,563 | 50.15M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.82% | 2,255,642 | 39.02M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.37% | 1,894,142 | 32.77M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.31% | 1,847,189 | 31.96M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.05% | 1,642,337 | 28.41M | Jun 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 1.51% | 1,210,226 | 20.94M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.20% | 963,531 | 16.67M | Jun 29, 2026 |