VERX
Vertex, Inc.
$13.16
0.00%
$2.1B
No data for this timeframe.
Vol
Market Cap$2.1B
Cap SizeMid Cap
Analyst ConsensusBuy (59%)
Inst. Holders7 funds
Inst. Value$224.0M
Inst. Activity4 buys / 0 sells
Insider Activity3B / 1S
Insider Net $$1.3M
Reddit Sentiment40° Cool
SEC Reports3
Recent Activity
Jun 1, 2026
SEC
Vertex Inc. reported Q1 2026 EPS of $0.17, missing the consensus estimate of $0.19 by 10.6%, while revenue of $202.2M ma
PRESS-RELEASE — Impact 6/10
Jun 1, 2026
earnings
Vertex to Present at the 46th Annual William Blair Growth Stock Conference
<p>KING OF PRUSSIA, Pa., June 01, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/
May 28, 2026
Insider
DeStefano David sold 6,460 shares
Director @ $12.75 ($82.4K)
May 7, 2026
SEC
Vertex reported Q1 2026 revenue of $196.6M (+11.1% YoY) and non-GAAP EPS of $0.17, beating the $0.09 consensus by 89%. F
8-K — Impact 6/10
Apr 13, 2026
SEC
Vertex Inc. announced it will release Q1 2026 financial results on May 7, 2026, with a conference call scheduled for the
PRESS-RELEASE — Impact 3/10
Mar 9, 2026
Insider
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 bought 10,000 shares
10%+ Owner @ $15.05 ($150.5K)
Feb 24, 2026
Insider
DeStefano David sold 109,233 shares
Director @ $0.00 ($0.00)
Inst.
BANK OF AMERICA CORP — ADD
971,666 shares ($19.4M)
Price Targets
$18.54
+40.9% upside
Strong Buy
Current $13.16
Low $14.00
Median $19.00
High $25.00
13 analysts
$14.00
$25.00
Analyst Ratings
5Strong Buy
8Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Feb 12, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Feb 12, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
| Feb 12, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.19 ▲ +9.7% | $0.16 — $0.21 | 27% YoY | 14 |
| Next Q | $0.22 ▲ +8.4% | $0.18 — $0.24 | 27% YoY | 14 |
| Current FY | $0.80 ▲ +8.6% | $0.71 — $0.90 | 25% YoY | 15 |
| Next FY | $1.03 ▲ +16.5% | $0.90 — $1.34 | 28% YoY | 15 |
Latest Reports
BEARISH
PRESS-RELEASE
6/10
Vertex Inc. reported Q1 2026 EPS of $0.17, missing the consensus estimate of $0.19 by 10.6%, while revenue of $202.2M ma
Jun 1, 2026
MIXED
8-K
6/10
Vertex reported Q1 2026 revenue of $196.6M (+11.1% YoY) and non-GAAP EPS of $0.17, beating the $0.09 consensus by 89%. F
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $166.7M | — |
| BANK OF AMERICA CORP | $19.4M | ADD |
| MORGAN STANLEY | $18.5M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $12.2M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $5.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | DeStefano David | SELL | $82.4K |
| Mar 9, 2026 | ITEM SECOND | BUY | $150.5K |
| Feb 24, 2026 | DeStefano David | M | $0.00 |
| Feb 24, 2026 | DeStefano David | M | $0.00 |
| Feb 23, 2026 | Rowland Bryan | M | $0.00 |
Reddit Sentiment
40°
Cool
Bearish
Neutral
Bullish
7 institutional holders with $224.0M total value (11,219,098 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,348,597 | $166.7M | 74.4% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 971,666 | $19.4M | 8.7% | ADD +74.3% |
| 3 | MORGAN STANLEY | 924,888 | $18.5M | 8.2% | DOUBLED +121.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 610,064 | $12.2M | 5.4% | NEW |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 268,800 | $5.4M | 2.4% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 86,794 | $1.7M | 0.8% | ADD +58.9% |
| 7 | FMR LLC | 8,289 | $165.5K | 0.1% | DOUBLED +344.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 557,615 | 971,666 | +74.3% | $19.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 268,800 | — | $5.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 54,636 | 86,794 | +58.9% | $1.7M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,865 | 8,289 | +344.5% | $165.5K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 440,279 | 973,442 | +121.1% | $24.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 285,042 | 557,615 | +95.6% | $13.8M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 1,572,429 | 1,865 | -99.9% | $46.2K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 10,500 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 14,876 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 668,442 | 285,042 | -57.4% | $10.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 119,435 | 47,198 | -60.5% | $1.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 225,578 | 14,876 | -93.4% | $525.6K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 10,500 | — | $371.0K | 2025-Q2 |
| FMR LLC | TRIM | 2,868,438 | 1,394,894 | -51.4% | $48.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 573,130 | 358,070 | -37.5% | $12.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 32,434 | 225,578 | +595.5% | $7.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 34,380 | 119,435 | +247.4% | $4.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 94,700 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 63,479 | 573,130 | +802.9% | $30.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 309,500 | 94,700 | -69.4% | $5.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 21,245 | 34,380 | +61.8% | $1.8M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 244,204 | 649,413 | +165.9% | $25.0M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 432,068 | — | $16.6M | 2024-Q3 |
7 unique insiders with 4 transactions. Net insider value: $1.3M ($1.4M bought, $82.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | DeStefano David | Director | SELL | 6,460 | $12.75 | $82.4K |
| Mar 9, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | BUY | 10,000 | $15.05 | $150.5K |
| Feb 24, 2026 | DeStefano David | Director | M | 109,233 | $0.00 | $0.00 |
| Feb 24, 2026 | DeStefano David | Director | M | 109,233 | $0.00 | $0.00 |
| Feb 23, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 6,428 | $0.00 | $0.00 |
| Feb 23, 2026 | DeStefano David | Director | M | 101,395 | $0.00 | $0.00 |
| Feb 23, 2026 | DeStefano David | Director | M | 101,395 | $0.00 | $0.00 |
| Feb 23, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 6,428 | $0.00 | $0.00 |
| Feb 23, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 30,305 | $0.00 | $0.00 |
| Feb 23, 2026 | Young Christopher David | President and CEO | BUY | 60,000 | $12.18 | $730.8K |
| Feb 23, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 30,305 | $0.00 | $0.00 |
| Feb 20, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 4,133 | $0.00 | $0.00 |
| Feb 20, 2026 | Leib Ryan J | Chief Accounting Officer | M | 4,035 | $0.00 | $0.00 |
| Feb 20, 2026 | Leib Ryan J | Chief Accounting Officer | M | 4,035 | $0.00 | $0.00 |
| Feb 20, 2026 | DeStefano David | Director | M | 69,527 | $0.00 | $0.00 |
| Feb 20, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 4,133 | $0.00 | $0.00 |
| Feb 20, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 23,888 | $0.00 | $0.00 |
| Feb 20, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 23,888 | $0.00 | $0.00 |
| Feb 20, 2026 | DeStefano David | Director | M | 69,527 | $0.00 | $0.00 |
| Feb 20, 2026 | ANDERSEN ERIC C. | Director | BUY | 40,000 | $12.91 | $516.4K |
| Feb 19, 2026 | Leib Ryan J | Chief Accounting Officer | A | 33,891 | $0.00 | $0.00 |
| Feb 19, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | A | 269,399 | $0.00 | $0.00 |
| Feb 19, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | A | 43,443 | $0.00 | $0.00 |
| Feb 10, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 24,010 | $0.00 | $0.00 |
| Feb 10, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | F | 13,489 | $14.88 | $200.7K |
| Feb 10, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M | 24,010 | $0.00 | $0.00 |
| Feb 10, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 4,088 | $0.00 | $0.00 |
| Feb 10, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | F | 1,341 | $14.88 | $20.0K |
| Feb 10, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | M | 4,088 | $0.00 | $0.00 |
| Jan 30, 2026 | Leib Ryan J | Chief Accounting Officer | M | 4,019 | $0.00 | $0.00 |
| Jan 30, 2026 | Leib Ryan J | Chief Accounting Officer | F | 1,359 | $18.55 | $25.2K |
| Jan 30, 2026 | Leib Ryan J | Chief Accounting Officer | M | 4,019 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
BEARISH
PRESS-RELEASE
6/10
Vertex Inc. reported Q1 2026 EPS of $0.17, missing the consensus estimate of $0.19 by 10.6%, while r
Jun 1, 2026
MIXED
8-K
6/10
Vertex reported Q1 2026 revenue of $196.6M (+11.1% YoY) and non-GAAP EPS of $0.17, beating the $0.09
May 7, 2026
NEUTRAL
PRESS-RELEASE
3/10
Vertex Inc. announced it will release Q1 2026 financial results on May 7, 2026, with a conference ca
Apr 13, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (59% buy). Based on 22 analysts: 5 strong buy, 8 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.54 mean target
+40.9% upside
Strong Buy (2.20)
$14.00 Low
$25.00 High
| Metric | Value |
|---|---|
| Current Price | $13.16 |
| Target Low | $14.00 |
| Target Mean | $18.54 |
| Target Median | $19.00 |
| Target High | $25.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (2.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.19 | $0.16 | $0.21 | 26.8% | +9.7% | 12↑ 0↓ | $0.2B | 9.6% | 14 |
| Next Q 2026-09-30 |
$0.22 | $0.18 | $0.24 | 27.3% | +8.4% | 12↑ 1↓ | $0.2B | 10.2% | 14 |
| Current FY 2026-12-31 |
$0.80 | $0.71 | $0.90 | 25.3% | +8.6% | 14↑ 0↓ | $0.8B | 10.5% | 15 |
| Next FY 2027-12-31 |
$1.03 | $0.90 | $1.34 | 28.1% | +16.5% | 13↑ 0↓ | $0.9B | 11.2% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.190 | |
| 7d ago | $0.190 | |
| 30d ago | $0.173 | +0.017 |
| 60d ago | $0.173 | +0.017 |
| 90d ago | $0.173 | +0.017 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Feb 12, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Feb 12, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Feb 11, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 3, 2026 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 8 | 9 | 0 | 0 | 59% | |
| May 1, 2026 | 5 | 8 | 9 | 0 | 0 | 59% | |
| Apr 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% | |
| Mar 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% | |
| Feb 1, 2026 | 6 | 9 | 8 | 0 | 0 | 65% | |
| Jan 1, 2026 | 6 | 9 | 8 | 0 | 0 | 65% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
40°
Cool
Bearish
Neutral
Bullish
1 mentions
0 bullish
1 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Software stocks with insider buying
▲ 160
💬 51
⚡ 5.0
Jun 1, 2026
earnings
Vertex to Present at the 46th Annual William Blair Growth Stock Conference
<p>KING OF PRUSSIA, Pa., June 01, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=OPTVQ1AZCjPM21bUIs95p2PWQcAkftjwkq4fX
May 19, 2026
other
New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment
Only 12% of organizations globally have fully integrated tax technology, even as real-time compliance becomes business critical <pre>Only 12% of organ
May 7, 2026
earnings
Vertex Announces First Quarter 2026 Financial Results
<p align="justify">KING OF PRUSSIA, Pa., May 07, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading provide
May 7, 2026
earnings_calendar
VERX Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_volume
Short Volume: VERX — 64.8% short (0.3M / 0.5M)
Short: 324,978 | Exempt: 0 | TRF Vol: 501,826 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
earnings
Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
<p>KING OF PRUSSIA, Pa., April 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=YtN9AzPAcx5RQVTpblf1XNWPTyU9x5GEPYZv
Mar 24, 2026
short_volume
Short Volume: VERX — 67.0% short (0.9M / 1.3M)
Short: 853,049 | Exempt: 350 | TRF Vol: 1,272,655 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: VERX — 56.0% short (0.4M / 0.7M)
Short: 409,625 | Exempt: 191,839 | TRF Vol: 731,107 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Feb 10, 2026
short_interest
FTD: VERX — 33,037 shares ($0.5M) failed to deliver
Settlement: 20260210, Price: $15.26, FTD Value: $504,144.62, VERTEX INC CL A
Feb 5, 2026
short_interest
FTD: VERX — 145,111 shares ($2.3M) failed to deliver
Settlement: 20260205, Price: $15.58, FTD Value: $2,260,829.38, VERTEX INC CL A
Feb 4, 2026
short_interest
FTD: VERX — 73,311 shares ($1.2M) failed to deliver
Settlement: 20260204, Price: $15.87, FTD Value: $1,163,445.57, VERTEX INC CL A