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Last Close
Oct 11 04:00PM ET
40.35
Dollar change
+0.70
Percentage change
1.77
%
IndexRUT P/E334.02 EPS (ttm)0.12 Insider Own62.96% Shs Outstand60.99M Perf Week-0.32%
Market Cap6.28B Forward P/E58.27 EPS next Y0.69 Insider Trans-4.74% Shs Float57.74M Perf Month13.31%
Income19.78M PEG23.83 EPS next Q0.13 Inst Own44.32% Short Float12.12% Perf Quarter8.47%
Sales617.83M P/S10.16 EPS this Y45.33% Inst Trans21.18% Short Ratio9.35 Perf Half Y28.75%
Book/sh1.50 P/B26.88 EPS next Y22.17% ROA2.26% Short Interest7.00M Perf Year67.64%
Cash/sh2.38 P/C16.98 EPS next 5Y14.02% ROE8.62% 52W Range21.92 - 42.38 Perf YTD49.78%
Dividend Est.- P/FCF71.31 EPS past 5Y-15.58% ROI3.40% 52W High-4.79% Beta0.68
Dividend TTM- Quick Ratio1.16 Sales past 5Y16.02% Gross Margin57.79% 52W Low84.08% ATR (14)1.31
Dividend Ex-Date- Current Ratio1.16 EPS Y/Y TTM161.49% Oper. Margin1.76% RSI (14)59.41 Volatility2.82% 3.18%
Employees1500 Debt/Eq1.51 Sales Y/Y TTM16.61% Profit Margin3.20% Recom1.83 Target Price41.64
Option/ShortYes / Yes LT Debt/Eq1.49 EPS Q/Q170.33% Payout- Rel Volume1.21 Prev Close39.65
Sales Surprise0.27% EPS Surprise16.28% Sales Q/Q15.33% EarningsAug 07 BMO Avg Volume748.18K Price40.35
SMA204.29% SMA508.28% SMA20024.56% Trades Volume901,607 Change1.77%
Date Action Analyst Rating Change Price Target Change
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
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 → $20
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ITEM SECOND IRR. TRUST FBO 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
ITEM SECOND IRR. TRUST FBO KYL10% OwnerAug 26 '24Proposed Sale35.81158,9005,690,209Aug 23 04:20 PM
Rowland Bryan T.R.GENERAL COUNSELAug 20 '24Option Exercise3.7330,000112,02038,176Aug 22 04:27 PM
Rowland Bryan T.R.GENERAL COUNSELAug 20 '24Sale35.7138,1761,363,2290Aug 22 04:27 PM
SCHWAB JOHN ROfficerAug 22 '24Proposed Sale35.8125,000895,149Aug 22 04:08 PM
Stamm John RichardDirectorAug 22 '24Proposed Sale35.9516,000575,178Aug 22 03:47 PM
Rowland Bryan T.R.OfficerAug 20 '24Proposed Sale35.7138,1761,363,228Aug 20 05:11 PM
ANDERSEN ERIC C.DirectorAug 13 '24Option Exercise2.50140,000350,000223,014Aug 15 04:40 PM
ANDERSEN ERIC C.DirectorAug 13 '24Sale36.22140,0005,070,53683,014Aug 15 04:40 PM
ANDERSEN ERIC C.DirectorAug 13 '24Proposed Sale36.22140,0005,070,532Aug 13 04:33 PM
Robert Kevin LFormer DirectorAug 08 '24Proposed Sale35.5415,121537,414Aug 08 12:48 PM
Westphal Jeffrey10% OwnerJul 23 '24Sale37.811,500,00056,715,0001,054,641Jul 24 06:24 PM
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 26 '24Sale30.2350,6691,531,92730,692Mar 28 06:01 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 27 '24Sale30.2230,692927,5430Mar 28 06:01 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 26 '24Sale30.2727,128821,192965,074Mar 28 06:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5221,430,03281,361Mar 25 06:55 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 25 '24Sale30.032,85985,8471,197,706Mar 25 06:54 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 21 '24Sale30.001003,0001,200,565Mar 25 06:54 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 25 '24Sale30.0947,5711,431,554992,202Mar 25 06:52 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 19 '24Sale30.0631,173936,9141,211,620Mar 20 09:02 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 20 '24Sale30.0410,955329,0671,200,665Mar 20 09:02 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 18 '24Sale30.046,967209,3131,242,793Mar 20 09:02 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 ANN13(D) GROUP MEMBERMar 20 '24Sale30.0410,917327,9401,039,873Mar 20 09:01 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 19 '24Sale30.0630,954930,350139,909Mar 20 09:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 20 '24Sale30.0410,926328,220128,983Mar 20 09:00 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 18 '24Sale30.056,954208,935170,863Mar 20 09:00 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 14 '24Sale29.638,290245,616250Mar 18 04:27 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 JAC13(D) GROUP MEMBERMar 14 '24Sale30.018,538256,2031,249,760Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 13 '24Sale30.001,30039,0031,258,298Mar 14 08:07 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 12 '24Sale30.019,727291,9311,098,032Mar 14 08:06 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 14 '24Sale30.018,090242,7531,088,641Mar 14 08:06 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 13 '24Sale30.001,30139,0301,096,731Mar 14 08:06 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 12 '24Sale30.019,859295,866187,787Mar 14 08:05 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 14 '24Sale30.018,558256,796177,817Mar 14 08:05 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 13 '24Sale30.001,41242,363186,375Mar 14 08:05 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
DeStefano DavidPRESIDENT & CEOMar 08 '24Sale30.1012,177366,569704,863Mar 12 04:17 PM
DeStefano DavidPRESIDENT & CEOMar 12 '24Sale30.003,500105,000701,363Mar 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 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
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 07 '24Sale30.0619,928599,068217,351Mar 08 06:28 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 08 '24Sale30.1419,705593,871197,646Mar 08 06:28 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 06 '24Sale30.0110,500315,120237,279Mar 08 06:28 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 07 '24Sale30.0620,009601,5351,289,084Mar 08 06:27 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 08 '24Sale30.1419,737594,8401,269,347Mar 08 06:27 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 06 '24Sale30.0110,500315,1331,309,093Mar 08 06:27 PM
Stamm John RichardDirectorMar 05 '24Sale29.486,500191,62015,930Mar 07 04:05 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 ANN13(D) GROUP MEMBERMar 04 '24Sale30.34173,3915,261,2901,165,074Mar 05 06:41 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 ANN13(D) GROUP MEMBERMar 05 '24Sale30.016,749202,5481,158,325Mar 05 06:41 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 01 '24Sale33.6226,685897,179254,767Mar 05 06:40 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 05 '24Sale30.016,888206,706247,779Mar 05 06:40 PM
2020 IRREVOCABLE TRUST FOR BEN13(D) GROUP MEMBERMar 04 '24Sale32.001003,200254,667Mar 05 06:40 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 JAC13(D) GROUP MEMBERMar 01 '24Sale33.5814,078472,8041,583,628Mar 05 06:38 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 05 '24Sale30.008,115243,4531,319,593Mar 05 06:38 PM
Westphal Jeffrey10% OwnerMar 04 '24Sale31.552,291,53772,297,9922,345,774Mar 05 05:37 PM
Westphal Jeffrey10% OwnerMar 01 '24Sale33.74124,7704,210,2394,637,311Mar 05 05:37 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
DeStefano DavidPRESIDENT & CEOFeb 29 '24Option Exercise2.50450,0001,125,000950,988Mar 04 04:35 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 23 '24Option Exercise0.006,854010,072Feb 27 04:27 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 23 '24Option Exercise0.006,42809,175Feb 27 04:25 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 23 '24Option Exercise0.0030,305068,726Feb 27 04:25 PM
DeStefano DavidPRESIDENT & CEOFeb 24 '24Option Exercise0.00109,2330556,861Feb 27 04:24 PM
DeStefano DavidPRESIDENT & CEOFeb 23 '24Option Exercise0.00101,3950493,585Feb 27 04:24 PM
ANDERSEN ERIC C.DirectorFeb 15 '24Sale25.8810,000258,82377,309Feb 16 04:05 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 13 '24Option Exercise0.004,08804,088Feb 15 04:07 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 13 '24Option Exercise0.004,48404,734Feb 15 04:07 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 13 '24Option Exercise0.0024,009047,325Feb 15 04:06 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 18 '23Option Exercise4.7025,000117,50048,316Dec 20 04:16 PM