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Last Close
Jun 18 04:00PM ET
35.28
Dollar change
-0.02
Percentage change
-0.06
%
Index- P/E814.78 EPS (ttm)0.04 Insider Own65.72% Shs Outstand60.99M Perf Week2.53%
Market Cap5.56B Forward P/E52.43 EPS next Y0.67 Insider Trans-5.49% Shs Float54.04M Perf Month8.12%
Income7.72M PEG79.88 EPS next Q0.13 Inst Own35.47% Short Float6.02% Perf Quarter17.80%
Sales596.42M P/S9.32 EPS this Y35.24% Inst Trans6.17% Short Ratio3.81 Perf Half Y31.59%
Book/sh1.61 P/B21.86 EPS next Y27.57% ROA1.04% Short Interest3.26M Perf Year71.68%
Cash/sh0.65 P/C54.63 EPS next 5Y10.20% ROE3.26% 52W Range17.59 - 36.28 Perf YTD30.96%
Dividend Est.- P/FCF136.76 EPS past 5Y-15.58% ROI2.50% 52W High-2.76% Beta0.68
Dividend TTM- Quick Ratio0.59 Sales past 5Y16.02% Gross Margin57.41% 52W Low100.57% ATR (14)1.19
Dividend Ex-Date- Current Ratio0.59 EPS Y/Y TTM124.78% Oper. Margin0.14% RSI (14)64.58 Volatility2.74% 3.58%
Employees1500 Debt/Eq0.26 Sales Y/Y TTM17.08% Profit Margin1.29% Recom1.82 Target Price36.60
Option/ShortYes / Yes LT Debt/Eq0.24 EPS Q/Q113.88% Payout- Rel Volume0.89 Prev Close35.30
Sales Surprise1.05% EPS Surprise19.05% Sales Q/Q18.10% EarningsMay 08 BMO Avg Volume854.74K Price35.28
SMA204.41% SMA5011.14% SMA20029.11% Trades Volume761,382 Change-0.06%
Date Action Analyst Rating Change Price Target Change
Mar-01-24Upgrade BofA Securities Underperform → Neutral $40
Sep-18-23Resumed Morgan Stanley Overweight $25
Mar-09-23Upgrade BofA Securities Underperform → Neutral $16 → $20
Feb-09-23Initiated Raymond James Outperform $19
Jan-05-23Downgrade Jefferies Buy → Hold $15
Oct-21-22Initiated Goldman Buy $20
Sep-01-22Initiated Citigroup Neutral $15
Feb-01-22Initiated BMO Capital Markets Market Perform $15
Oct-04-21Downgrade BofA Securities Neutral → Underperform $24 → $20
Aug-24-21Initiated Berenberg Buy $27
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Westphal Jeffrey10% OwnerJun 05 '24Sale32.931,500,00049,395,0002,554,641Jun 07 06:30 PM
Westphal Jeffrey10% OwnerApr 05 '24Sale30.05791,13323,773,5471,554,641Apr 09 07:33 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 27 '24Sale30.2230,692927,5430Mar 28 06:01 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 26 '24Sale30.2350,6691,531,92730,692Mar 28 06:01 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 26 '24Sale30.2727,128821,192965,074Mar 28 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5711,431,554992,202Mar 25 06:52 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5221,430,03281,361Mar 25 06:55 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 25 '24Sale30.032,85985,8471,197,706Mar 25 06:54 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 21 '24Sale30.001003,0001,039,773Mar 25 06:52 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 21 '24Sale30.001003,0001,200,565Mar 25 06:54 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 21 '24Sale30.001003,000128,883Mar 25 06:55 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 20 '24Sale30.0410,955329,0671,200,665Mar 20 09:02 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 20 '24Sale30.0410,926328,220128,983Mar 20 09:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 20 '24Sale30.0410,917327,9401,039,873Mar 20 09:01 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 19 '24Sale30.0631,173936,9141,211,620Mar 20 09:02 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 19 '24Sale30.0630,954930,350139,909Mar 20 09:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 19 '24Sale30.0530,941929,9261,050,790Mar 20 09:01 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 18 '24Sale30.046,967209,3131,242,793Mar 20 09:02 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 18 '24Sale30.056,954208,935170,863Mar 20 09:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 18 '24Sale30.056,910207,6251,081,731Mar 20 09:01 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 14 '24Sale30.018,558256,796177,817Mar 14 08:05 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 14 '24Sale30.018,538256,2031,249,760Mar 14 08:07 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 14 '24Sale29.638,290245,616250Mar 18 04:27 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 14 '24Sale30.018,090242,7531,088,641Mar 14 08:06 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 13 '24Sale30.001,41242,363186,375Mar 14 08:05 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 13 '24Sale30.001,30139,0301,096,731Mar 14 08:06 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 13 '24Sale30.001,30039,0031,258,298Mar 14 08:07 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 12 '24Sale30.019,859295,866187,787Mar 14 08:05 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 12 '24Sale30.019,749292,5671,259,598Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 12 '24Sale30.019,727291,9311,098,032Mar 14 08:06 PM
DeStefano DavidPRESIDENT & CEOMar 12 '24Sale30.003,500105,000701,363Mar 12 04:17 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08 '24Option Exercise3.7332,196120,22040,214Mar 12 04:17 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08 '24Sale29.6532,196954,5418,018Mar 12 04:17 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 08 '24Sale30.1420,113606,1271,107,759Mar 08 06:30 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 08 '24Sale30.1419,737594,8401,269,347Mar 08 06:27 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 08 '24Sale30.1419,705593,871197,646Mar 08 06:28 PM
DeStefano DavidPRESIDENT & CEOMar 08 '24Sale30.1012,177366,569704,863Mar 12 04:17 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 07 '24Sale30.0620,009601,5351,289,084Mar 08 06:27 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 07 '24Sale30.0619,928599,068217,351Mar 08 06:28 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 07 '24Sale30.0619,864597,1121,127,872Mar 08 06:30 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 06 '24Sale30.0110,589317,7961,147,736Mar 08 06:30 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 06 '24Sale30.0110,500315,1331,309,093Mar 08 06:27 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 06 '24Sale30.0110,500315,120237,279Mar 08 06:28 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMar 05 '24Option Exercise4.7010,00047,00063,104Mar 07 04:05 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMar 05 '24Sale30.0010,000300,00053,104Mar 07 04:05 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 05 '24Sale30.008,115243,4531,319,593Mar 05 06:38 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 05 '24Sale30.016,888206,706247,779Mar 05 06:40 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 05 '24Sale30.016,749202,5481,158,325Mar 05 06:41 PM
Stamm John RichardDirectorMar 05 '24Sale29.486,500191,62015,930Mar 07 04:05 PM
Westphal Jeffrey10% OwnerMar 04 '24Sale31.552,291,53772,297,9922,345,774Mar 05 05:37 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 04 '24Sale30.34255,9207,765,8921,327,708Mar 05 06:38 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 04 '24Sale30.34173,3915,261,2901,165,074Mar 05 06:41 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 04 '24Sale32.001003,200254,667Mar 05 06:40 PM
DeStefano DavidPRESIDENT & CEOMar 01 '24Option Exercise0.0028,5680728,653Mar 05 04:41 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMar 01 '24Option Exercise0.001,721054,036Mar 05 04:39 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 01 '24Option Exercise0.0057608,705Mar 05 04:37 PM
Westphal Jeffrey10% OwnerMar 01 '24Sale33.74124,7704,210,2394,637,311Mar 05 05:37 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 01 '24Sale33.6226,685897,179254,767Mar 05 06:40 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 01 '24Sale33.6226,609894,7041,338,465Mar 05 06:41 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 01 '24Sale33.5814,078472,8041,583,628Mar 05 06:38 PM
DeStefano DavidPRESIDENT & CEOFeb 29 '24Option Exercise2.50450,0001,125,000950,988Mar 04 04:35 PM
DeStefano DavidPRESIDENT & CEOFeb 24 '24Option Exercise0.00109,2330556,861Feb 27 04:24 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 23 '24Option Exercise0.006,42809,175Feb 27 04:25 PM
DeStefano DavidPRESIDENT & CEOFeb 23 '24Option Exercise0.00101,3950493,585Feb 27 04:24 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 23 '24Option Exercise0.0030,305068,726Feb 27 04:25 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 23 '24Option Exercise0.006,854010,072Feb 27 04:27 PM
ANDERSEN ERIC C.DirectorFeb 15 '24Sale25.8810,000258,82377,309Feb 16 04:05 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 13 '24Option Exercise0.0024,009047,325Feb 15 04:06 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 13 '24Option Exercise0.004,48404,734Feb 15 04:07 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 13 '24Option Exercise0.004,08804,088Feb 15 04:07 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 18 '23Option Exercise4.7025,000117,50048,316Dec 20 04:16 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 18 '23Sale26.5525,000663,86223,316Dec 20 04:16 PM
Rowland Bryan T.R.GENERAL COUNSELDec 15 '23Option Exercise3.1762,433197,72566,802Dec 19 04:19 PM
Rowland Bryan T.R.GENERAL COUNSELDec 15 '23Sale26.9566,8021,800,6320Dec 19 04:19 PM
DeStefano DavidPRESIDENT & CEODec 15 '23Sale27.1639,3001,067,199429,645Dec 19 04:18 PM
Stamm John RichardDirectorDec 15 '23Sale26.8510,000268,48322,430Dec 19 04:17 PM
Robert Kevin LDirectorDec 15 '23Sale26.868,494228,13323,936Dec 19 04:17 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 13 '23Sale28.1811,400321,1971,597,706Dec 14 05:31 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 13 '23Sale28.199,300262,1461,365,074Dec 15 05:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 12 '23Sale28.9149,1991,422,4021,609,106Dec 14 05:31 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 12 '23Sale28.8842,5551,228,8011,374,374Dec 12 06:32 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 11 '23Sale28.7370,8222,034,4751,416,929Dec 12 06:32 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 11 '23Sale28.7249,0491,408,6631,658,305Dec 11 05:52 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 08 '23Sale28.6550,2271,438,9991,707,354Dec 11 05:52 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 08 '23Sale28.6436,9071,057,0161,487,751Dec 12 06:32 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 07 '23Sale28.6947,2261,355,1121,524,658Dec 07 07:18 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 07 '23Sale28.6939,5531,134,9261,757,581Dec 11 05:52 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 06 '23Sale29.4122,064648,8691,571,884Dec 07 07:18 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 06 '23Sale29.4121,696638,1251,797,134Dec 06 06:47 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 05 '23Sale29.6336,2001,072,4501,593,948Dec 07 07:18 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 05 '23Sale29.6126,415782,0371,818,830Dec 06 06:47 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 04 '23Sale27.8218,900525,8511,630,148Dec 04 08:45 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 04 '23Sale27.8215,200422,8401,845,245Dec 06 06:47 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERDec 01 '23Sale27.7779,2002,199,4391,860,445Dec 01 06:48 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERDec 01 '23Sale27.7675,1002,085,1361,649,048Dec 04 08:45 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 30 '23Sale27.9883,4002,333,6571,724,148Dec 04 08:45 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 30 '23Sale28.0582,3552,310,4201,939,645Dec 01 06:48 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 29 '23Sale28.8967,0001,935,3552,022,000Dec 01 06:48 PM
ANDERSEN ERIC C.DirectorNov 20 '23Sale26.2410,000262,39187,309Nov 22 04:06 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 15 '23Sale26.3550,3181,325,7792,089,000Nov 15 06:23 PM