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Last Close
Jul 03 04:00PM ET
35.45
Dollar change
+0.74
Percentage change
2.13
%
IndexRUT P/E- EPS (ttm)-0.29 Insider Own59.53% Shs Outstand71.91M Perf Week4.30%
Market Cap5.62B Forward P/E44.86 EPS next Y0.79 Insider Trans-4.06% Shs Float64.14M Perf Month-13.24%
Enterprise Value5.67B PEG- EPS next Q0.14 Inst Own49.74% Short Float8.77% Perf Quarter-4.24%
Income-44.28M P/S8.18 EPS this Y3.94% Inst Trans4.64% Short Ratio4.58 Perf Half Y-33.18%
Sales687.06M P/B28.01 EPS next Y24.63% ROA-4.64% Short Interest5.63M Perf YTD-33.55%
Book/sh1.27 P/C18.50 EPS next 5Y22.81% ROE-19.65% 52W High60.71 -41.61% Perf Year-0.84%
Cash/sh1.92 P/FCF80.39 EPS past 3/5Y-223.80% - ROIC-8.08% 52W Low30.26 17.16% Perf 3Y209.61%
Dividend Est.- EV/EBITDA54.74 Sales past 3/5Y16.15% 15.71% Gross Margin60.41% Volatility3.75% 3.84% Perf 5Y-
Dividend TTM- EV/Sales8.25 EPS Y/Y TTM-666.94% Oper. Margin1.81% ATR (14)1.41 Perf 10Y-
Dividend Ex-Date- Quick Ratio0.98 Sales Y/Y TTM15.20% Profit Margin-6.45% RSI (14)44.16 Recom1.81
Dividend Gr. 3/5Y- - Current Ratio0.98 EPS Q/Q309.58% SMA20-2.81% Beta0.71 Target Price48.00
Payout- Debt/Eq1.75 Sales Q/Q12.94% SMA50-6.76% Rel Volume0.52 Prev Close34.71
Employees1900 LT Debt/Eq1.73 EarningsMay 07 BMO SMA200-18.66% Avg Volume1.23M Price35.45
IPOJul 29, 2020 Option/ShortYes / Yes EPS/Sales Surpr.11.77% 0.04% Trades Volume638,521 Change2.13%
Date Action Analyst Rating Change Price Target Change
Jun-17-25Initiated Piper Sandler Overweight $48
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Feb-28-25Downgrade Stifel Buy → Hold $58 → $31
Jan-03-25Downgrade Raymond James Outperform → Mkt Perform
Dec-31-24Initiated DA Davidson Buy $62
Nov-04-24Upgrade Jefferies Hold → Buy $35 → $50
Jul-23-24Initiated Robert W. Baird Outperform $43
Mar-01-24Upgrade BofA Securities Underperform → Neutral $40
Sep-18-23Resumed Morgan Stanley Overweight $25
Mar-09-23Upgrade BofA Securities Underperform → Neutral $16 → $20
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 24 '25Sale35.2414,425508,389173,074Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 20 '25Sale35.128,832310,172188,009Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 23 '25Sale35.0051017,850187,499Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 18 '25Sale35.93157,8745,672,634196,841Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 17 '25Sale37.16145,1115,392,470354,715Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERJun 16 '25Sale36.8778,2482,884,722499,826Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANNMember of immediate family of Jun 16 '25Proposed Sale37.17405,00015,053,850Jun 16 11:39 AM
Westphal JeffreyJun 09 '25Sale38.453,000,000115,350,0000Jun 11 03:21 PM
Jeffrey WestphalOtherJun 09 '25Proposed Sale41.073,000,000123,210,000Jun 09 05:33 PM
Leib Ryan JChief Accounting OfficerMay 13 '25Sale38.005,755218,6900May 14 04:30 PM
DeStefano DavidPRESIDENT & CEOMay 12 '25Option Exercise9.52561,1955,341,8061,352,527May 14 04:29 PM
DeStefano DavidPRESIDENT & CEOMay 13 '25Option Exercise3.73186,591696,7311,176,002May 14 04:29 PM
DeStefano DavidPRESIDENT & CEOMay 12 '25Sale37.32363,11613,553,207989,411May 14 04:29 PM
DeStefano DavidPRESIDENT & CEOMay 13 '25Sale37.70109,4154,124,4021,066,587May 14 04:29 PM
Leib Ryan JOfficerMay 13 '25Proposed Sale38.005,755218,690May 13 02:27 PM
DeStefano DavidOfficerMay 13 '25Proposed Sale37.48109,4154,100,874May 13 10:33 AM
DeStefano DavidOfficerMay 12 '25Proposed Sale39.32363,11614,277,721May 12 01:23 PM
Rowland Bryan T.R.GENERAL COUNSELMar 19 '25Option Exercise4.6332,105148,50543,360Mar 21 04:03 PM
Rowland Bryan T.R.GENERAL COUNSELMar 19 '25Sale35.9843,2281,555,515132Mar 21 04:03 PM
Rowland Bryan T.R.OfficerMar 19 '25Proposed Sale35.9843,2281,555,514Mar 19 04:21 PM
Gayton Bradley MDirectorMar 04 '25Buy31.859,400299,38247,535Mar 04 04:57 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 28 '25Option Exercise0.00867011,494Mar 04 04:12 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 28 '25Option Exercise0.001,721090,556Mar 04 04:12 PM
DeStefano DavidPRESIDENT & CEOFeb 28 '25Option Exercise0.0028,5680805,945Mar 04 04:11 PM
DeStefano DavidPRESIDENT & CEOFeb 24 '25Option Exercise0.00109,2320833,250Feb 26 04:21 PM
DeStefano DavidPRESIDENT & CEOFeb 21 '25Option Exercise0.00170,9220775,882Feb 25 04:19 PM
Leib Ryan JChief Accounting OfficerFeb 21 '25Option Exercise0.004,03506,905Feb 25 04:18 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 21 '25Option Exercise0.0010,561012,395Feb 25 04:18 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 21 '25Option Exercise0.0054,1920105,246Feb 25 04:17 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 10 '25Option Exercise0.0024,009077,113Feb 12 04:13 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 10 '25Option Exercise0.004,08804,220Feb 12 04:12 PM
Leib Ryan JChief Accounting OfficerJan 31 '25Option Exercise0.004,01904,151Feb 04 04:14 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerJan 22 '25Sale56.4853,8433,041,0531,229,257Jan 23 06:39 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerJan 23 '25Sale56.5218,1571,026,2341,211,100Jan 23 06:39 PM
Jeff and Jenifer Westphal FounOtherJan 14 '25Proposed Sale52.43534,77828,038,411Jan 14 04:55 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 17 '24Option Exercise4.7020,00094,00073,104Dec 18 04:13 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 17 '24Sale53.0520,0001,060,93253,104Dec 18 04:13 PM
SCHWAB JOHN ROfficerDec 17 '24Proposed Sale53.0520,0001,060,931Dec 17 01:25 PM
Westphal JeffreyDec 12 '24Sale53.01575,00030,480,7500Dec 16 08:15 PM
DeStefano DavidPRESIDENT & CEODec 11 '24Option Exercise2.50216,268540,670509,613Dec 12 06:14 PM
DeStefano DavidPRESIDENT & CEODec 10 '24Option Exercise2.50164,832412,080458,177Dec 12 06:14 PM
DeStefano DavidPRESIDENT & CEODec 12 '24Option Exercise0.15343,89352,616637,238Dec 12 06:14 PM
DeStefano DavidPRESIDENT & CEODec 11 '24Sale55.04216,26811,903,629293,345Dec 12 06:14 PM
DeStefano DavidPRESIDENT & CEODec 10 '24Sale55.03164,8329,071,343293,345Dec 12 06:14 PM
Jeffrey WestphalAffiliateDec 12 '24Proposed Sale54.90575,00031,567,500Dec 12 04:46 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerDec 10 '24Sale54.9861,6543,389,7371,283,100Dec 11 06:00 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerDec 09 '24Sale55.1313,346735,7651,344,754Dec 11 06:00 PM
DeStefano DavidOfficerDec 11 '24Proposed Sale55.04216,26811,903,621Dec 11 04:22 PM
DeStefano DavidOfficerDec 10 '24Proposed Sale55.03164,8329,071,350Dec 10 04:45 PM
Stamm John RichardDirectorDec 06 '24Sale56.113,815214,06011,720Dec 10 04:19 PM
DeStefano DavidPRESIDENT & CEODec 06 '24Sale56.0917,9001,004,089204,032Dec 10 04:18 PM
Stamm John RichardDirectorDec 06 '24Proposed Sale56.113,815214,060Dec 06 02:15 PM
DeStefano DavidOfficerDec 06 '24Proposed Sale55.8717,9001,000,000Dec 05 04:42 PM
Rowland Bryan T.R.GENERAL COUNSELNov 26 '24Option Exercise32.163,02097,1233,020Nov 27 04:17 PM
Rowland Bryan T.R.GENERAL COUNSELNov 26 '24Sale55.083,020166,3420Nov 27 04:17 PM
DeStefano DavidPRESIDENT & CEONov 26 '24Sale55.0525,6071,409,765221,932Nov 27 04:16 PM
Stamm John RichardDirectorNov 22 '24Option Exercise3.732,5009,33518,035Nov 27 08:57 AM
Stamm John RichardDirectorNov 22 '24Sale53.812,500134,52515,535Nov 27 08:57 AM
DeStefano DavidOfficerNov 26 '24Proposed Sale55.0025,6071,408,385Nov 26 04:16 PM
Rowland Bryan T.R.OfficerNov 26 '24Proposed Sale55.083,020166,342Nov 26 11:44 AM
Stamm John RichardDirectorNov 22 '24Proposed Sale53.812,500134,525Nov 22 12:58 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 20 '24Sale52.1640,9662,136,9871,389,134Nov 21 06:56 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 21 '24Sale53.1331,0341,648,7501,358,100Nov 21 06:56 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerNov 20 '24Proposed Sale51.201,430,10073,221,120Nov 20 05:07 PM
DeStefano DavidPRESIDENT & CEONov 14 '24Sale49.61159,1077,893,044332,290Nov 18 05:58 PM
DeStefano DavidPRESIDENT & CEONov 18 '24Sale49.5522,2751,103,806293,246Nov 18 05:58 PM
DeStefano DavidPRESIDENT & CEONov 15 '24Sale49.5716,769831,268315,521Nov 18 05:58 PM
DeStefano DavidOfficerNov 18 '24Proposed Sale49.5522,2751,103,680Nov 18 05:08 PM
DeStefano DavidOfficerNov 15 '24Proposed Sale49.5716,769831,268Nov 15 04:40 PM
DeStefano DavidOfficerNov 14 '24Proposed Sale49.61159,1077,893,049Nov 14 05:00 PM
Westphal Jeffrey10% OwnerNov 11 '24Sale48.902,485,000121,516,5000Nov 13 09:43 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 08 '24Sale52.32114,8706,010,504791,191Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 07 '24Sale51.4026,6451,369,430906,061Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 11 '24Sale49.508,485420,046782,706Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 07 '24Sale51.4491,2204,692,311673,854Nov 12 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 08 '24Sale52.2658,7803,072,113615,074Nov 12 06:00 PM
Jeffrey Westphal10% OwnerNov 11 '24Proposed Sale51.992,485,000129,195,150Nov 12 08:07 AM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 14 '24Sale40.7756,4192,300,135932,706Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 11 '24Sale40.4846,0981,865,821989,125Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 10 '24Sale39.7332,6291,296,3181,035,223Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 11 '24Sale40.4842,7651,731,337765,074Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 10 '24Sale39.7332,4101,287,549807,839Oct 15 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 07 '24Sale41.0252,7132,162,3141,144,993Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 09 '24Sale41.3149,1142,029,0121,067,852Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBEROct 08 '24Sale41.3228,0271,158,0221,116,966Oct 09 07:44 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 09 '24Sale41.3148,9572,022,536840,249Oct 09 07:42 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 07 '24Sale41.0248,1361,974,361916,938Oct 09 07:42 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBEROct 08 '24Sale41.3227,7321,145,981889,206Oct 09 07:42 PM
Westphal Jeffrey10% OwnerOct 03 '24Sale39.421,225,00048,289,5000Oct 07 06:33 PM
ITEM SECOND IRR. TRUST FBO ANNMember of immediate family of Oct 04 '24Proposed Sale40.72500,00020,360,000Oct 04 03:06 PM
ITEM SECOND IRR. TRUST FBO JACMember of immediate family of Oct 04 '24Proposed Sale40.72500,00020,360,000Oct 04 02:50 PM
Jeffrey Westphal10% OwnerOct 03 '24Proposed Sale41.101,225,00050,347,500Oct 03 04:40 PM
Stamm John RichardDirectorSep 12 '24Option Exercise3.735,00018,67021,635Sep 16 04:22 PM
Stamm John RichardDirectorSep 12 '24Sale35.4310,000354,27616,635Sep 16 04:22 PM
Stamm John RichardDirectorSep 12 '24Proposed Sale35.4310,000354,276Sep 12 01:36 PM
ITEM SECOND IRR. TRUST FBO KYL10% OwnerAug 26 '24Sale37.27158,9005,922,5211,430,100Aug 27 07:00 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERAug 22 '24Option Exercise4.7025,000117,50078,104Aug 26 05:00 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERAug 22 '24Sale35.8125,000895,15053,104Aug 26 05:00 PM
Stamm John RichardDirectorAug 22 '24Option Exercise3.7316,00059,74437,635Aug 26 05:00 PM
Stamm John RichardDirectorAug 22 '24Sale35.9516,000575,17921,635Aug 26 05:00 PM