Vertex, Inc. VERX

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15.91 USD +0.64 (+4.23%)

Nov 4, 2026, 9:56 AM EST

15.57 Day range 15.96
10.21 52-week range 20.86
YTD
-20.36%
1 year
-20.12%
Market cap
2.58B
Revenue (ttm)
787.44M
Profit margin
0.45%
EPS (ttm)
0.01
Shares out
79.66M
P/E ratio
1591.25
Forward P/E
14.93
YTD return
-20.36%
1-year return
-20.12%
Volume
77.60K
Avg volume
1.57M
Open
15.60
Previous close
15.26
Day's range
15.57 – 15.96
52-week range
10.21 – 20.86
Beta
0.75
Analysts
Buy
Price target
17.08 (+7.4%)
Earnings date
Nov 4, 2026

15m +1.33 (+9.00%)

14.501515.5016Oct 27Oct 28Oct 29Oct 30Nov 216.11

Key statistics

Enterprise value
2.69B
PEG ratio
0.00
Price / sales
3.14
Price / book
9.98
Dividend yield
0.00%
Payout ratio
0.00%
Revenue growth
10.50%
Free cash flow
70.86M
Total cash
230.49M
Total debt
349.92M
Return on equity
1.46%
Short % of float
7.02%
50-day average
13.20
200-day average
13.27

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

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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%6,236,15295.16MJun 29, 2026
Vanguard Portfolio Management LLC6.23%4,984,13376.06MJun 29, 2026
Morgan Stanley5.16%4,132,40463.06MJun 29, 2026
Brown Advisory Inc.4.43%3,549,05254.16MJun 29, 2026
Vanguard Capital Management LLC3.96%3,173,88348.43MJun 29, 2026
Tensile Capital Management, LP3.62%2,898,56344.23MJun 29, 2026

Fund ownership

VERX fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.82%2,255,64234.42MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.37%1,894,14228.90MSep 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.31%1,847,18928.19MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.05%1,642,33725.06MJun 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF1.51%1,210,22618.47MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.20%963,53114.70MJun 29, 2026