Market Cap | 3.03B | P/E | - | EPS this Y | 35.90% | Ern Qtrly Grth | - |
Income | -13.09M | Forward P/E | 42.57 | EPS next Y | 30.20% | 50D Avg Chg | -1.00% |
Sales | 572.39M | PEG | 5.32 | EPS past 5Y | -5.07% | 200D Avg Chg | 12.00% |
Dividend | N/A | Price/Book | 13.55 | EPS next 5Y | 10.70% | 52W High Chg | -16.00% |
Recommedations | 2.20 | Quick Ratio | 0.50 | Shares Outstanding | 61.67M | 52W Low Chg | 75.00% |
Insider Own | 21.88% | ROA | -0.63% | Shares Float | 55.05M | Beta | 0.63 |
Inst Own | 90.50% | ROE | -5.43% | Shares Shorted/Prior | 1.12M/1.13M | Price | 20.01 |
Gross Margin | 60.90% | Profit Margin | -2.29% | Avg. Volume | 343,725 | Target Price | 37.80 |
Oper. Margin | 2.68% | Earnings Date | May 8 | Volume | 184,253 | Change | -4.30% |
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Goldman Sachs | Buy | Mar 4, 24 |
JMP Securities | Market Outperform | Mar 1, 24 |
B of A Securities | Neutral | Mar 1, 24 |
Goldman Sachs | Buy | Mar 1, 24 |
BMO Capital | Market Perform | Mar 1, 24 |
Needham | Buy | Mar 1, 24 |
Jefferies | Hold | Mar 1, 24 |
Needham | Buy | Jan 16, 24 |
Citigroup | Neutral | Jan 12, 24 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
ITEM SECOND IRR. TRUST FBO JAC... | - - | Dec 12 | Sell | 28.54 | 60,599 | 1,729,495 | 1,597,706 | 12/14/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Dec 07 | Sell | 28.69 | 138,829 | 3,983,004 | 1,658,305 | 12/11/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Dec 05 | Sell | 29.24 | 105,490 | 3,084,528 | 1,524,658 | 12/07/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Dec 04 | Sell | 28.95 | 63,311 | 1,832,853 | 1,797,134 | 12/06/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Nov 30 | Sell | 27.86 | 177,400 | 4,942,364 | 1,630,148 | 12/04/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Nov 29 | Sell | 28.24 | 228,555 | 6,454,393 | 1,860,445 | 12/01/23 |
Westphal Jeffery | 10% Owner 10% Owner | Nov 14 | Sell | 26.06 | 1,899,025 | 49,488,592 | 11/16/23 | |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Nov 13 | Sell | 27.12 | 100,000 | 2,712,000 | 2,089,000 | 11/15/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Nov 13 | Sell | 27.09 | 100,000 | 2,709,000 | 1,807,548 | 11/15/23 |
ITEM SECOND IRR. TRUST FBO KYL... | - - | Nov 06 | Sell | 22.71 | 388,879 | 8,831,442 | 1,889,000 | 11/08/23 |
ITEM SECOND IRR. TRUST FBO KYL... | - - | Nov 01 | Sell | 23.43 | 311,121 | 7,289,565 | 2,277,879 | 11/03/23 |
Tensile Capital Management LP | Director Director | Oct 06 | Sell | 24.26 | 150,000 | 3,639,000 | 5,656,717 | 10/10/23 |
Tensile Capital Management LP | Director Director | Sep 29 | Sell | 23.36 | 60,000 | 1,401,600 | 5,806,717 | 10/03/23 |
Westphal Jeffery | 10% Owner 10% Owner | Jul 12 | Sell | 18.901 | 80,618 | 1,523,761 | 5,584,379 | 09/19/23 |
ANDERSEN ERIC C. | Director Director | Aug 14 | Sell | 19.5032 | 15,121 | 294,908 | 97,309 | 08/16/23 |
Westphal Jeffery | 10% Owner 10% Owner | Jun 30 | Sell | 19.49 | 608,798 | 11,865,473 | 1,301,202 | 07/05/23 |
Westphal Jeffery | 10% Owner 10% Owner | Jun 28 | Sell | 18.26 | 800,000 | 14,608,000 | 6,509,379 | 06/30/23 |
Tensile Capital Management LP | 10% Owner 10% Owner | Apr 19 | Sell | 22.43 | 103,541 | 2,322,425 | 5,866,717 | 04/21/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Apr 05 | Sell | 21.332 | 18,780 | 400,615 | 100,000 | 04/07/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Apr 05 | Sell | 21.332 | 18,780 | 400,615 | 100,000 | 04/07/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Mar 28 | Sell | 19.8 | 85,250 | 1,687,950 | 214,750 | 03/30/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Mar 28 | Sell | 19.8 | 85,251 | 1,687,970 | 214,749 | 03/30/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Mar 20 | Sell | 18.25 | 24,266 | 442,854 | 300,000 | 03/22/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Mar 20 | Sell | 18.25 | 24,267 | 442,873 | 300,000 | 03/22/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Mar 15 | Sell | 18.43 | 130,832 | 2,411,234 | 324,266 | 03/17/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Mar 15 | Sell | 18.43 | 130,832 | 2,411,234 | 324,267 | 03/17/23 |
Westphal Jeffery | 10% Owner 10% Owner | Mar 14 | Sell | 18.38 | 1,509,373 | 27,742,276 | 7,309,379 | 03/16/23 |
ITEM SECOND IRR. TRUST FBO ANN... | - - | Mar 10 | Sell | 18.29 | 44,902 | 821,258 | 455,098 | 03/14/23 |
ITEM SECOND IRR. TRUST FBO JAC... | - - | Mar 10 | Sell | 18.29 | 44,901 | 821,239 | 455,099 | 03/14/23 |
Westphal Jeffery | 10% Owner 10% Owner | Mar 08 | Sell | 18.74 | 97,941 | 1,835,414 | 8,818,752 | 03/10/23 |
Westphal Jeffery | 10% Owner 10% Owner | Feb 28 | Sell | 15.74 | 133,307 | 2,098,252 | 8,916,693 | 03/02/23 |
Robert Kevin L | Director Director | Dec 02 | Sell | 16.18 | 12,894 | 208,625 | 23,615 | 12/06/22 |
SCHWAB JOHN R | CHIEF FINANCIAL OFFI.. CHIEF FINANCIAL OFFICER | Dec 02 | Option | 4.7 | 17,561 | 82,537 | 6,478 | 12/06/22 |
SCHWAB JOHN R | CHIEF FINANCIAL OFFI.. CHIEF FINANCIAL OFFICER | Dec 02 | Sell | 16.53 | 17,561 | 290,283 | 5,579 | 12/06/22 |
Robert Kevin L | Director Director | Nov 23 | Option | 2.5 | 5,000 | 12,500 | 36,510 | 11/28/22 |
Robert Kevin L | Director Director | Nov 23 | Sell | 15.5 | 11,843 | 183,566 | 31,510 | 11/28/22 |
Westphal Jeffery | 10% Owner 10% Owner | Nov 17 | Sell | 15.15 | 1,500,000 | 22,725,000 | 9,050,000 | 11/21/22 |
DeStefano David | President & CEO President & CEO | Sep 28 | Sell | 13.68 | 99,249 | 1,357,726 | 333,773 | 09/30/22 |
Butler Lisa | CHIEF ACCOUNTING OFF.. CHIEF ACCOUNTING OFFICER | Sep 13 | Option | 2.5 | 25,000 | 62,500 | 50,937 | 09/15/22 |
Butler Lisa | CHIEF ACCOUNTING OFF.. CHIEF ACCOUNTING OFFICER | Sep 13 | Sell | 14.62 | 47,793 | 698,734 | 3,144 | 09/15/22 |
Westphal Jeffery | 10% Owner 10% Owner | Jul 29 | Sell | 7.35 | 5,000,000 | 36,750,000 | 11,300,000 | 08/02/22 |
Westphal Jeffery | Director Director | Jul 11 | Sell | 11.24 | 71,549 | 804,211 | 1,345,950 | 07/13/22 |
Westphal Jeffery | 10% Owner 10% Owner | Jul 08 | Sell | 12.0152 | 25,343 | 304,501 | 1,417,499 | 07/12/22 |
Westphal Jeffery | 10% Owner 10% Owner | Jul 07 | Sell | 12.0343 | 6,723 | 80,907 | 1,442,842 | 07/08/22 |
Westphal Jeffery | Director Director | Jan 11 | Sell | 14.60 | 800,000 | 11,680,000 | 12,510,000 | 01/13/22 |