Index RUT
P/E -
EPS (ttm) -0.29
Insider Own 59.53%
Shs Outstand 71.91M
Perf Week -2.74%
Market Cap 5.46B
Forward P/E 43.63
EPS next Y 0.79
Insider Trans -4.06%
Shs Float 64.14M
Perf Month -9.48%
Enterprise Value 5.51B
PEG -
EPS next Q 0.14
Inst Own 49.75%
Short Float 8.81%
Perf Quarter -10.49%
Income -44.28M
P/S 7.95
EPS this Y 3.94%
Inst Trans 4.74%
Short Ratio 4.71
Perf Half Y -34.07%
Sales 687.06M
P/B 27.24
EPS next Y 24.63%
ROA -4.64%
Short Interest 5.65M
Perf YTD -35.37%
Book/sh 1.27
P/C 17.99
EPS next 5Y 22.81%
ROE -19.65%
52W High 60.71 -43.21%
Perf Year -3.98%
Cash/sh 1.92
P/FCF 78.19
EPS past 3/5Y -223.80% -
ROIC -8.08%
52W Low 30.26 13.95%
Perf 3Y 197.24%
Dividend Est. -
EV/EBITDA 53.26
Sales past 3/5Y 16.15% 15.71%
Gross Margin 60.41%
Volatility 3.42% 3.84%
Perf 5Y -
Dividend TTM -
EV/Sales 8.02
EPS Y/Y TTM -666.94%
Oper. Margin 1.81%
ATR (14) 1.36
Perf 10Y -
Dividend Ex-Date -
Quick Ratio 0.98
Sales Y/Y TTM 15.20%
Profit Margin -6.45%
RSI (14) 39.74
Recom 1.81
Dividend Gr. 3/5Y - -
Current Ratio 0.98
EPS Q/Q 309.58%
SMA20 -2.78%
Beta 0.71
Target Price 48.00
Payout -
Debt/Eq 1.75
Sales Q/Q 12.94%
SMA50 -8.37%
Rel Volume 0.98
Prev Close 35.84
Employees 1900
LT Debt/Eq 1.73
Earnings Aug 06 BMO
SMA200 -20.85%
Avg Volume 1.20M
Price 34.48
IPO Jul 29, 2020
Option/Short Yes / Yes
EPS/Sales Surpr. 11.77% 0.04%
Trades
Volume 1,181,252
Change -3.79%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-17-25 Initiated
Piper Sandler
Overweight
$48
Apr-22-25 Initiated
Exane BNP Paribas
Outperform
$54
Feb-28-25 Downgrade
Stifel
Buy → Hold
$58 → $31
Jan-03-25 Downgrade
Raymond James
Outperform → Mkt Perform
Dec-31-24 Initiated
DA Davidson
Buy
$62
Nov-04-24 Upgrade
Jefferies
Hold → Buy
$35 → $50
Jul-23-24 Initiated
Robert W. Baird
Outperform
$43
Mar-01-24 Upgrade
BofA Securities
Underperform → Neutral
$40
Sep-18-23 Resumed
Morgan Stanley
Overweight
$25
Mar-09-23 Upgrade
BofA Securities
Underperform → Neutral
$16 → $20
Feb-09-23 Initiated
Raymond James
Outperform
$19
Jan-05-23 Downgrade
Jefferies
Buy → Hold
$15
Oct-21-22 Initiated
Goldman
Buy
$20
Sep-01-22 Initiated
Citigroup
Neutral
$15
Feb-01-22 Initiated
BMO Capital Markets
Market Perform
$15
Oct-04-21 Downgrade
BofA Securities
Neutral → Underperform
$24 → $20
Aug-24-21 Initiated
Berenberg
Buy
$27
Jun-03-21 Downgrade
Goldman
Neutral → Sell
$24 → $18
Apr-07-21 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$18
Aug-24-20 Initiated
William Blair
Outperform
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07:19AM
(Associated Press Finance)
07:05AM
May-06-25 04:49PM
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Mar-11-25 04:05PM
02:21PM
Mar-10-25 08:00AM
(Pharmaceutical Business Review)
Mar-02-25 08:44PM
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Feb-28-25 10:28AM
10:15AM
02:16AM
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09:30AM
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07:50AM
(Associated Press Finance)
07:05AM
Feb-26-25 09:00AM
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10:12AM
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Jan-31-25 11:09AM
10:59AM
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Jan-23-25 04:47PM
(Investor's Business Daily)
09:15AM
Jan-22-25 04:30PM
Jan-09-25 10:00AM
Jan-08-25 09:02PM
Jan-02-25 03:12PM
(Investor's Business Daily)
Dec-28-24 08:00AM
(Investor's Business Daily)
Dec-26-24 04:40PM
(Investor's Business Daily)
Dec-25-24 12:45PM
Dec-20-24 09:10AM
Dec-19-24 04:44PM
12:54PM
Dec-16-24 10:44AM
Dec-02-24 12:45PM
08:00AM
Nov-29-24 12:00PM
Nov-27-24 09:15AM
Nov-26-24 08:00AM
Nov-13-24 12:20PM
07:00AM
Nov-12-24 12:45PM
12:00PM
Nov-07-24 04:21AM
(Thomson Reuters StreetEvents)
02:12AM
Nov-06-24 09:30AM
08:15AM
07:22AM
(Associated Press Finance)
07:05AM
Nov-03-24 07:00AM
Oct-31-24 08:00AM
Oct-21-24 04:05PM
Oct-18-24 06:00AM
Oct-10-24 04:55PM
(Investor's Business Daily)
Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 24 '25 Sale 35.24 14,425 508,389 173,074 Jun 24 06:11 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 20 '25 Sale 35.12 8,832 310,172 188,009 Jun 24 06:11 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 23 '25 Sale 35.00 510 17,850 187,499 Jun 24 06:11 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 18 '25 Sale 35.93 157,874 5,672,634 196,841 Jun 18 07:18 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 17 '25 Sale 37.16 145,111 5,392,470 354,715 Jun 18 07:18 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Jun 16 '25 Sale 36.87 78,248 2,884,722 499,826 Jun 18 07:18 PM ITEM SECOND IRR. TRUST FBO ANN Member of immediate family of Jun 16 '25 Proposed Sale 37.17 405,000 15,053,850 Jun 16 11:39 AM Westphal Jeffrey Jun 09 '25 Sale 38.45 3,000,000 115,350,000 0 Jun 11 03:21 PM Jeffrey Westphal Other Jun 09 '25 Proposed Sale 41.07 3,000,000 123,210,000 Jun 09 05:33 PM Leib Ryan J Chief Accounting Officer May 13 '25 Sale 38.00 5,755 218,690 0 May 14 04:30 PM DeStefano David PRESIDENT & CEO May 12 '25 Option Exercise 9.52 561,195 5,341,806 1,352,527 May 14 04:29 PM DeStefano David PRESIDENT & CEO May 13 '25 Option Exercise 3.73 186,591 696,731 1,176,002 May 14 04:29 PM DeStefano David PRESIDENT & CEO May 12 '25 Sale 37.32 363,116 13,553,207 989,411 May 14 04:29 PM DeStefano David PRESIDENT & CEO May 13 '25 Sale 37.70 109,415 4,124,402 1,066,587 May 14 04:29 PM Leib Ryan J Officer May 13 '25 Proposed Sale 38.00 5,755 218,690 May 13 02:27 PM DeStefano David Officer May 13 '25 Proposed Sale 37.48 109,415 4,100,874 May 13 10:33 AM DeStefano David Officer May 12 '25 Proposed Sale 39.32 363,116 14,277,721 May 12 01:23 PM Rowland Bryan T.R. GENERAL COUNSEL Mar 19 '25 Option Exercise 4.63 32,105 148,505 43,360 Mar 21 04:03 PM Rowland Bryan T.R. GENERAL COUNSEL Mar 19 '25 Sale 35.98 43,228 1,555,515 132 Mar 21 04:03 PM Rowland Bryan T.R. Officer Mar 19 '25 Proposed Sale 35.98 43,228 1,555,514 Mar 19 04:21 PM Gayton Bradley M Director Mar 04 '25 Buy 31.85 9,400 299,382 47,535 Mar 04 04:57 PM Rowland Bryan T.R. GENERAL COUNSEL Feb 28 '25 Option Exercise 0.00 867 0 11,494 Mar 04 04:12 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Feb 28 '25 Option Exercise 0.00 1,721 0 90,556 Mar 04 04:12 PM DeStefano David PRESIDENT & CEO Feb 28 '25 Option Exercise 0.00 28,568 0 805,945 Mar 04 04:11 PM DeStefano David PRESIDENT & CEO Feb 24 '25 Option Exercise 0.00 109,232 0 833,250 Feb 26 04:21 PM DeStefano David PRESIDENT & CEO Feb 21 '25 Option Exercise 0.00 170,922 0 775,882 Feb 25 04:19 PM Leib Ryan J Chief Accounting Officer Feb 21 '25 Option Exercise 0.00 4,035 0 6,905 Feb 25 04:18 PM Rowland Bryan T.R. GENERAL COUNSEL Feb 21 '25 Option Exercise 0.00 10,561 0 12,395 Feb 25 04:18 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Feb 21 '25 Option Exercise 0.00 54,192 0 105,246 Feb 25 04:17 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Feb 10 '25 Option Exercise 0.00 24,009 0 77,113 Feb 12 04:13 PM Rowland Bryan T.R. GENERAL COUNSEL Feb 10 '25 Option Exercise 0.00 4,088 0 4,220 Feb 12 04:12 PM Leib Ryan J Chief Accounting Officer Jan 31 '25 Option Exercise 0.00 4,019 0 4,151 Feb 04 04:14 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Jan 22 '25 Sale 56.48 53,843 3,041,053 1,229,257 Jan 23 06:39 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Jan 23 '25 Sale 56.52 18,157 1,026,234 1,211,100 Jan 23 06:39 PM Jeff and Jenifer Westphal Foun Other Jan 14 '25 Proposed Sale 52.43 534,778 28,038,411 Jan 14 04:55 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Dec 17 '24 Option Exercise 4.70 20,000 94,000 73,104 Dec 18 04:13 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Dec 17 '24 Sale 53.05 20,000 1,060,932 53,104 Dec 18 04:13 PM SCHWAB JOHN R Officer Dec 17 '24 Proposed Sale 53.05 20,000 1,060,931 Dec 17 01:25 PM Westphal Jeffrey Dec 12 '24 Sale 53.01 575,000 30,480,750 0 Dec 16 08:15 PM DeStefano David PRESIDENT & CEO Dec 11 '24 Option Exercise 2.50 216,268 540,670 509,613 Dec 12 06:14 PM DeStefano David PRESIDENT & CEO Dec 10 '24 Option Exercise 2.50 164,832 412,080 458,177 Dec 12 06:14 PM DeStefano David PRESIDENT & CEO Dec 12 '24 Option Exercise 0.15 343,893 52,616 637,238 Dec 12 06:14 PM DeStefano David PRESIDENT & CEO Dec 11 '24 Sale 55.04 216,268 11,903,629 293,345 Dec 12 06:14 PM DeStefano David PRESIDENT & CEO Dec 10 '24 Sale 55.03 164,832 9,071,343 293,345 Dec 12 06:14 PM Jeffrey Westphal Affiliate Dec 12 '24 Proposed Sale 54.90 575,000 31,567,500 Dec 12 04:46 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Dec 10 '24 Sale 54.98 61,654 3,389,737 1,283,100 Dec 11 06:00 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Dec 09 '24 Sale 55.13 13,346 735,765 1,344,754 Dec 11 06:00 PM DeStefano David Officer Dec 11 '24 Proposed Sale 55.04 216,268 11,903,621 Dec 11 04:22 PM DeStefano David Officer Dec 10 '24 Proposed Sale 55.03 164,832 9,071,350 Dec 10 04:45 PM Stamm John Richard Director Dec 06 '24 Sale 56.11 3,815 214,060 11,720 Dec 10 04:19 PM DeStefano David PRESIDENT & CEO Dec 06 '24 Sale 56.09 17,900 1,004,089 204,032 Dec 10 04:18 PM Stamm John Richard Director Dec 06 '24 Proposed Sale 56.11 3,815 214,060 Dec 06 02:15 PM DeStefano David Officer Dec 06 '24 Proposed Sale 55.87 17,900 1,000,000 Dec 05 04:42 PM Rowland Bryan T.R. GENERAL COUNSEL Nov 26 '24 Option Exercise 32.16 3,020 97,123 3,020 Nov 27 04:17 PM Rowland Bryan T.R. GENERAL COUNSEL Nov 26 '24 Sale 55.08 3,020 166,342 0 Nov 27 04:17 PM DeStefano David PRESIDENT & CEO Nov 26 '24 Sale 55.05 25,607 1,409,765 221,932 Nov 27 04:16 PM Stamm John Richard Director Nov 22 '24 Option Exercise 3.73 2,500 9,335 18,035 Nov 27 08:57 AM Stamm John Richard Director Nov 22 '24 Sale 53.81 2,500 134,525 15,535 Nov 27 08:57 AM DeStefano David Officer Nov 26 '24 Proposed Sale 55.00 25,607 1,408,385 Nov 26 04:16 PM Rowland Bryan T.R. Officer Nov 26 '24 Proposed Sale 55.08 3,020 166,342 Nov 26 11:44 AM Stamm John Richard Director Nov 22 '24 Proposed Sale 53.81 2,500 134,525 Nov 22 12:58 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Nov 20 '24 Sale 52.16 40,966 2,136,987 1,389,134 Nov 21 06:56 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Nov 21 '24 Sale 53.13 31,034 1,648,750 1,358,100 Nov 21 06:56 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Nov 20 '24 Proposed Sale 51.20 1,430,100 73,221,120 Nov 20 05:07 PM DeStefano David PRESIDENT & CEO Nov 14 '24 Sale 49.61 159,107 7,893,044 332,290 Nov 18 05:58 PM DeStefano David PRESIDENT & CEO Nov 18 '24 Sale 49.55 22,275 1,103,806 293,246 Nov 18 05:58 PM DeStefano David PRESIDENT & CEO Nov 15 '24 Sale 49.57 16,769 831,268 315,521 Nov 18 05:58 PM DeStefano David Officer Nov 18 '24 Proposed Sale 49.55 22,275 1,103,680 Nov 18 05:08 PM DeStefano David Officer Nov 15 '24 Proposed Sale 49.57 16,769 831,268 Nov 15 04:40 PM DeStefano David Officer Nov 14 '24 Proposed Sale 49.61 159,107 7,893,049 Nov 14 05:00 PM Westphal Jeffrey 10% Owner Nov 11 '24 Sale 48.90 2,485,000 121,516,500 0 Nov 13 09:43 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 08 '24 Sale 52.32 114,870 6,010,504 791,191 Nov 12 06:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 07 '24 Sale 51.40 26,645 1,369,430 906,061 Nov 12 06:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Nov 11 '24 Sale 49.50 8,485 420,046 782,706 Nov 12 06:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Nov 07 '24 Sale 51.44 91,220 4,692,311 673,854 Nov 12 06:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Nov 08 '24 Sale 52.26 58,780 3,072,113 615,074 Nov 12 06:00 PM Jeffrey Westphal 10% Owner Nov 11 '24 Proposed Sale 51.99 2,485,000 129,195,150 Nov 12 08:07 AM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 14 '24 Sale 40.77 56,419 2,300,135 932,706 Oct 15 06:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 11 '24 Sale 40.48 46,098 1,865,821 989,125 Oct 15 06:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 10 '24 Sale 39.73 32,629 1,296,318 1,035,223 Oct 15 06:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Oct 11 '24 Sale 40.48 42,765 1,731,337 765,074 Oct 15 06:00 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Oct 10 '24 Sale 39.73 32,410 1,287,549 807,839 Oct 15 06:00 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 07 '24 Sale 41.02 52,713 2,162,314 1,144,993 Oct 09 07:44 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 09 '24 Sale 41.31 49,114 2,029,012 1,067,852 Oct 09 07:44 PM ITEM SECOND IRR. TRUST FBO JAC 13(D) GROUP MEMBER Oct 08 '24 Sale 41.32 28,027 1,158,022 1,116,966 Oct 09 07:44 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Oct 09 '24 Sale 41.31 48,957 2,022,536 840,249 Oct 09 07:42 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Oct 07 '24 Sale 41.02 48,136 1,974,361 916,938 Oct 09 07:42 PM ITEM SECOND IRR. TRUST FBO ANN 13(D) GROUP MEMBER Oct 08 '24 Sale 41.32 27,732 1,145,981 889,206 Oct 09 07:42 PM Westphal Jeffrey 10% Owner Oct 03 '24 Sale 39.42 1,225,000 48,289,500 0 Oct 07 06:33 PM ITEM SECOND IRR. TRUST FBO ANN Member of immediate family of Oct 04 '24 Proposed Sale 40.72 500,000 20,360,000 Oct 04 03:06 PM ITEM SECOND IRR. TRUST FBO JAC Member of immediate family of Oct 04 '24 Proposed Sale 40.72 500,000 20,360,000 Oct 04 02:50 PM Jeffrey Westphal 10% Owner Oct 03 '24 Proposed Sale 41.10 1,225,000 50,347,500 Oct 03 04:40 PM Stamm John Richard Director Sep 12 '24 Option Exercise 3.73 5,000 18,670 21,635 Sep 16 04:22 PM Stamm John Richard Director Sep 12 '24 Sale 35.43 10,000 354,276 16,635 Sep 16 04:22 PM Stamm John Richard Director Sep 12 '24 Proposed Sale 35.43 10,000 354,276 Sep 12 01:36 PM ITEM SECOND IRR. TRUST FBO KYL 10% Owner Aug 26 '24 Sale 37.27 158,900 5,922,521 1,430,100 Aug 27 07:00 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Aug 22 '24 Option Exercise 4.70 25,000 117,500 78,104 Aug 26 05:00 PM SCHWAB JOHN R CHIEF FINANCIAL OFFICER Aug 22 '24 Sale 35.81 25,000 895,150 53,104 Aug 26 05:00 PM Stamm John Richard Director Aug 22 '24 Option Exercise 3.73 16,000 59,744 37,635 Aug 26 05:00 PM Stamm John Richard Director Aug 22 '24 Sale 35.95 16,000 575,179 21,635 Aug 26 05:00 PM