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Last Close
Nov 28 02:21PM ET
28.54
Dollar change
+0.56
Percentage change
2.00
%
Index- P/E- EPS (ttm)-0.22 Insider Own70.58% Shs Outstand50.01M Perf Week5.04%
Market Cap4.37B Forward P/E56.34 EPS next Y0.51 Insider Trans-5.45% Shs Float45.01M Perf Month25.40%
Income-33.74M PEG- EPS next Q0.11 Inst Own29.53% Short Float / Ratio2.09% / 2.03 Perf Quarter25.07%
Sales548.60M P/S7.96 EPS this Y25.32% Inst Trans6.45% Short Interest0.94M Perf Half Y35.26%
Book/sh1.44 P/B19.79 EPS next Y34.74% ROA-4.83% Target Price29.10 Perf Year73.18%
Cash/sh0.58 P/C48.81 EPS next 5Y17.30% ROE-15.54% 52W Range11.92 - 28.30 Perf YTD96.69%
Dividend0.01 P/FCF222.77 EPS past 5Y-18.42% ROI-11.94% 52W High0.85% Beta0.52
Dividend %0.05% Quick Ratio0.55 Sales past 5Y15.92% Gross Margin58.17% 52W Low139.43% ATR1.12
Employees1400 Current Ratio0.55 Sales Q/Q14.88% Oper. Margin-2.13% RSI (14)68.92 Volatility3.16% 5.08%
OptionableYes Debt/Eq0.31 EPS Q/Q-193.42% Profit Margin-6.15% Rel Volume1.26 Prev Close27.98
ShortableYes LT Debt/Eq0.28 EarningsNov 09 BMO Payout- Avg Volume464.43K Price28.54
Recom1.91 SMA2011.87% SMA5019.22% SMA20036.63% Volume444,715 Change2.00%
Date Action Analyst Rating Change Price Target Change
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
Jun-03-21Downgrade Goldman Neutral → Sell $24 → $18
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Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ANDERSEN ERIC C.DirectorNov 20Sale26.2410,000262,39187,309Nov 22 04:06 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 15Sale26.3550,3181,325,7792,089,000Nov 15 06:23 PM
Westphal Jeffery10% OwnerNov 14Sale26.061,899,02549,488,5920Nov 16 06:00 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 14Sale27.6745,0001,245,1102,139,318Nov 15 06:23 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 14Sale27.6645,0001,244,5601,847,021Nov 15 06:22 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERNov 13Sale27.2315,527422,8651,892,021Nov 15 06:22 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERNov 13Sale27.354,682128,0482,184,318Nov 15 06:23 PM
Tensile Capital Management LP10% OwnerNov 10Sale27.376,934189,7845,396,299Nov 13 05:30 PM
Tensile Capital Management LP10% OwnerNov 09Sale26.49253,4846,713,5785,403,233Nov 13 05:30 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 08Sale22.72105,3372,393,0671,889,000Nov 08 06:08 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 07Sale23.12157,3873,638,7091,994,337Nov 08 06:08 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 06Sale22.29126,1552,811,7172,151,724Nov 08 06:08 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 03Sale23.36168,2083,928,8012,277,879Nov 03 08:08 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 02Sale23.3379,7181,859,8212,446,087Nov 03 08:08 PM
ITEM SECOND IRR. TRUST FBO KYL13(D) GROUP MEMBERNov 01Sale23.6063,1951,491,0922,525,805Nov 03 08:08 PM
Tensile Capital Management LP10% OwnerOct 10Sale24.5510,000245,5005,656,717Oct 10 05:30 PM
Tensile Capital Management LP10% OwnerOct 09Sale23.9820,000479,6005,666,717Oct 10 05:30 PM
Tensile Capital Management LP10% OwnerOct 06Sale24.25120,0002,910,0005,686,717Oct 10 05:30 PM
Westphal Jeffery10% OwnerOct 02Sale22.321,103,47524,629,5621,076,727Oct 04 04:58 PM
Tensile Capital Management LP10% OwnerSep 29Sale23.3660,0001,401,6005,806,717Oct 03 05:30 PM
DeStefano DavidPRESIDENT & CEOSep 14Option Exercise2.96501,4531,483,882580,748Sep 18 04:20 PM
Stamm John RichardDirectorAug 28Sale22.4110,691239,59232,430Aug 30 04:11 PM
ANDERSEN ERIC C.DirectorAug 14Sale19.5015,121294,90897,309Aug 16 04:03 PM
Butler LisaCHIEF ACCOUNTING OFFICERJul 14Option Exercise2.5010,00025,00010,250Jul 18 04:13 PM
Westphal Jeffery10% OwnerJul 14Sale18.6689,2361,665,5015,584,181Jul 14 07:05 PM
Butler LisaCHIEF ACCOUNTING OFFICERJul 14Sale18.7110,000187,059250Jul 18 04:13 PM
Westphal Jeffery10% OwnerJul 13Sale18.91155,1462,933,1905,673,417Jul 14 07:05 PM
Westphal Jeffery10% OwnerJul 12Sale18.9080,8161,527,5035,828,563Jul 14 07:05 PM
Westphal Jeffery10% OwnerJun 30Sale19.08608,79811,617,2301,301,202Jul 05 07:54 PM
Westphal Jeffery10% OwnerJun 28Sale18.26800,00014,608,0006,509,379Jun 30 06:00 PM
Butler LisaCHIEF ACCOUNTING OFFICERJun 15Option Exercise2.5010,00025,00010,250Jun 20 04:28 PM
DeStefano DavidPRESIDENT & CEOJun 15Sale20.43100,0002,042,884259,074Jun 20 04:29 PM
Butler LisaCHIEF ACCOUNTING OFFICERJun 15Sale20.8910,000208,936250Jun 20 04:28 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMay 15Option Exercise4.7030,000141,00053,316May 17 04:54 PM
Butler LisaCHIEF ACCOUNTING OFFICERMay 15Option Exercise2.5010,00025,00010,250May 17 04:55 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMay 15Sale19.6130,000588,38123,316May 17 04:54 PM
Butler LisaCHIEF ACCOUNTING OFFICERMay 15Sale19.5610,000195,648250May 17 04:55 PM
Tensile Capital Management LP10% OwnerApr 21Sale22.324,38397,8295,866,717Apr 21 09:00 PM
Tensile Capital Management LP10% OwnerApr 20Sale22.3554,8451,225,7865,871,100Apr 21 09:00 PM
Tensile Capital Management LP10% OwnerApr 19Sale22.6144,3131,001,9175,925,945Apr 21 09:00 PM
Butler LisaCHIEF ACCOUNTING OFFICERApr 17Option Exercise2.5010,00025,00010,250Apr 19 04:14 PM
Butler LisaCHIEF ACCOUNTING OFFICERApr 17Sale22.4510,000224,480250Apr 19 04:14 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERApr 05Sale21.3318,780400,615100,000Apr 07 05:57 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERApr 05Sale21.3318,780400,615100,000Apr 07 05:50 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERApr 04Sale21.4136,480781,183118,780Apr 04 07:14 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERApr 04Sale21.4136,479781,161118,780Apr 04 07:12 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERApr 03Sale21.0527,123570,858155,259Apr 04 07:12 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERApr 03Sale21.0527,123570,858155,260Apr 04 07:14 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 31Sale20.7732,367672,424182,383Apr 04 07:14 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 31Sale20.7732,367672,424182,382Apr 04 07:12 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 30Sale20.5235,766733,918214,749Mar 30 06:54 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 30Sale20.5235,766733,918214,750Mar 30 06:58 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 29Sale19.6843,754861,297250,516Mar 30 06:58 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 29Sale19.6843,754861,297250,515Mar 30 06:54 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 28Sale19.185,731109,926294,269Mar 30 06:54 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 28Sale19.185,730109,907294,270Mar 30 06:58 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 22Sale18.2310,534192,087300,000Mar 22 08:44 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 22Sale18.2310,533192,069300,000Mar 22 08:46 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 21Sale18.2511,379207,621310,533Mar 22 08:46 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 21Sale18.2511,378207,603310,534Mar 22 08:44 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 20Sale18.252,35542,991321,912Mar 22 08:44 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 20Sale18.252,35442,972321,912Mar 22 08:46 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 17Sale18.2930,153551,348324,266Mar 17 07:41 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 17Sale18.2930,153551,348324,267Mar 17 07:39 PM
Westphal Jeffery10% OwnerMar 16Sale17.751,375,16424,408,7907,309,379Mar 16 07:06 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 16Sale18.5973,2621,362,307354,420Mar 17 07:39 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 16Sale18.5973,2621,362,307354,419Mar 17 07:41 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 15Option Exercise2.5010,00025,00010,250Mar 17 04:16 PM
Westphal Jeffery10% OwnerMar 15Sale18.51110,3252,041,6748,684,543Mar 16 07:06 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 15Sale18.4227,417505,103427,681Mar 17 07:41 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 15Sale18.4227,417505,103427,682Mar 17 07:39 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 15Sale18.0910,000180,910250Mar 17 04:16 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 14Sale18.5924,588456,993455,098Mar 14 07:58 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 14Sale18.5924,588456,993455,099Mar 14 07:57 PM
Westphal Jeffery10% OwnerMar 14Sale18.6723,884445,8678,794,868Mar 16 07:06 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 13Sale18.2117,376316,382479,687Mar 14 07:57 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 13Sale18.2117,376316,382479,686Mar 14 07:58 PM
Stamm John RichardDirectorMar 13Sale18.3711,843217,59134,306Mar 15 04:16 PM
ITEM SECOND IRR. TRUST FBO ANN13(D) GROUP MEMBERMar 10Sale18.072,93853,101497,062Mar 14 07:58 PM
ITEM SECOND IRR. TRUST FBO JAC13(D) GROUP MEMBERMar 10Sale18.072,93753,083497,063Mar 14 07:57 PM
Westphal Jeffery10% OwnerMar 09Sale18.8535,084661,3028,818,752Mar 10 08:28 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08Option Exercise3.7331,098116,12085,640Mar 10 04:25 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 08Option Exercise2.5020,00050,00023,144Mar 10 04:23 PM
Rowland Bryan T.R.GENERAL COUNSELMar 08Sale16.5181,7291,349,5513,911Mar 10 04:25 PM
Westphal Jeffery10% OwnerMar 08Sale18.6362,8571,171,2468,853,836Mar 10 08:28 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 08Sale16.4222,894375,921250Mar 10 04:23 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 06Sale15.2976311,6663,144Mar 08 04:45 PM
Westphal Jeffery10% OwnerMar 02Sale15.6650,000783,2058,916,693Mar 02 06:22 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERMar 01Option Exercise0.003,441024,563Mar 03 04:31 PM
Rowland Bryan T.R.GENERAL COUNSELMar 01Option Exercise0.001,732055,110Mar 03 04:34 PM
Butler LisaCHIEF ACCOUNTING OFFICERMar 01Option Exercise0.001,15304,297Mar 03 04:33 PM
Westphal Jeffery10% OwnerMar 01Sale15.7338,916611,9858,966,693Mar 02 06:22 PM
Westphal Jeffery10% OwnerFeb 28Sale15.8244,391702,1109,005,609Mar 02 06:22 PM
DeStefano DavidPRESIDENT & CEOFeb 24Option Exercise0.00109,2320376,892Feb 27 04:42 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 21Sale15.042,96844,6393,144Feb 23 04:48 PM
Rowland Bryan T.R.GENERAL COUNSELFeb 10Option Exercise0.004,088054,719Feb 14 05:33 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 10Option Exercise0.0024,009029,588Feb 14 05:31 PM
Butler LisaCHIEF ACCOUNTING OFFICERFeb 10Option Exercise0.004,48407,628Feb 14 05:30 PM
SCHWAB JOHN RCHIEF FINANCIAL OFFICERDec 14Option Exercise4.707,43934,96313,018Dec 16 04:09 PM
DeStefano DavidPRESIDENT & CEODec 14Sale16.149,089146,678267,660Dec 14 04:49 PM