VERX
Vertex, Inc.
$11.12
-2.63%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$552.9M
Inst. Activity15 buys / 14 sells
Insider Activity3B / 1S
Insider Net $$1.3M
Reddit Sentiment40° Cool
SEC Reports3
Recent Activity
Jun 10, 2026
Insider
Mendola Mark J was granted 15,638 shares
Director
Jun 10, 2026
Insider
Stamm John Richard was granted 15,638 shares
Director
Jun 10, 2026
Insider
ANDERSEN ERIC C. was granted 15,638 shares
Director
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 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
Inst.
MORGAN STANLEY — DOUBLED
4,293,247 shares ($51.0M)
Price Targets
$18.54
+66.7% upside
Strong Buy
Current $11.12
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 |
|---|---|---|
| BlackRock, Inc. | $67.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $56.8M | — |
| MORGAN STANLEY | $51.0M | DOUBLED |
| HEALTHCARE OF ONTARIO PENSION | $37.8M | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Mendola Mark | A | $0.00 |
| Jun 10, 2026 | Stamm John | A | $0.00 |
| Jun 10, 2026 | ANDERSEN ERIC | A | $0.00 |
| Jun 10, 2026 | Thompson Stefanie | A | $0.00 |
| Jun 10, 2026 | Radcliffe Amanda | A | $0.00 |
Reddit Sentiment
40°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $552.9M total value (46,456,865 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, MORGAN. Net buying activity: 15 institutions added/increased vs 14 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,659,374 | $67.3M | 12.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,780,681 | $56.8M | 10.3% | — |
| 3 | MORGAN STANLEY | 4,293,247 | $51.0M | 9.2% | DOUBLED +364.2% |
| 4 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3,178,800 | $37.8M | 6.8% | NEW |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,115,457 | $37.0M | 6.7% | — |
| 6 | NOMURA HOLDINGS INC | 2,621,641 | $31.2M | 5.6% | DOUBLED +31728.9% |
| 7 | GOLDMAN SACHS GROUP INC | 2,363,972 | $28.1M | 5.1% | — |
| 8 | STATE STREET CORP | 1,910,753 | $22.7M | 4.1% | — |
| 9 | D. E. Shaw & Co., Inc. | 1,638,922 | $19.5M | 3.5% | DOUBLED +3305.8% |
| 10 | BARCLAYS PLC | 1,311,066 | $15.6M | 2.8% | — |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,279,170 | $15.2M | 2.8% | ADD +42.2% |
| 12 | CITADEL ADVISORS LLC | 1,152,609 | $13.7M | 2.5% | — |
| 13 | CITIGROUP INC | 1,150,412 | $13.7M | 2.5% | — |
| 14 | CIBC Bancorp USA Inc. | 1,053,533 | $12.5M | 2.3% | — |
| 15 | Hudson Bay Capital Management LP | 1,000,000 | $11.9M | 2.2% | NEW |
| 16 | JENNISON ASSOCIATES LLC | 982,230 | $11.7M | 2.1% | — |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 935,668 | $11.1M | 2.0% | DOUBLED +1906.8% |
| 18 | BANK OF AMERICA CORP /DE/ | 932,518 | $11.1M | 2.0% | ADD +74.3% |
| 19 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 805,861 | $9.6M | 1.7% | — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 605,909 | $7.2M | 1.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 924,888 | 4,293,247 | +364.2% | $51.0M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 3,178,800 | — | $37.8M | 2026-Q1 |
| Hudson Bay Capital Management LP | NEW | — | 1,000,000 | — | $11.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 46,626 | 935,668 | +1906.8% | $11.1M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 818,245 | 582,427 | -28.8% | $6.9M | 2026-Q1 |
| BANQUE PICTET & CIE SA | TRIM | 818,645 | 553,975 | -32.3% | $6.6M | 2026-Q1 |
| FMR LLC | DOUBLED | 8,289 | 333,715 | +3926.0% | $4.0M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 30,068 | 288,636 | +859.9% | $3.4M | 2026-Q1 |
| Nuveen, LLC | ADD | 139,291 | 177,002 | +27.1% | $2.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 799,773 | 114,886 | -85.6% | $1.4M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | NEAR_EXIT | 439,415 | 99,097 | -77.4% | $1.2M | 2026-Q1 |
| SEI INVESTMENTS CO | TRIM | 140,172 | 89,988 | -35.8% | $1.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 15,234 | 50,005 | +228.2% | $594.6K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 20,877 | 38,341 | +83.7% | $455.9K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEAR_EXIT | 776,392 | 37,027 | -95.2% | $439.7K | 2026-Q1 |
| GLENMEDE TRUST CO NA | TRIM | 23,975 | 13,631 | -43.1% | $162.1K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 10,363 | 12,994 | +25.4% | $154.5K | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | NEAR_EXIT | 125,919 | 11,651 | -90.7% | $138.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 14,935 | 10,621 | -28.9% | $126.3K | 2026-Q1 |
| FEDERATED HERMES, INC. | NEAR_EXIT | 51,049 | 10,218 | -80.0% | $121.5K | 2026-Q1 |
| CWM, LLC | DOUBLED | 261 | 2,432 | +831.8% | $28.9K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 969 | 1,223 | +26.2% | $14.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 8,257 | 1,000 | -87.9% | $11.9K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 272 | 929 | +241.5% | $11.0K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 656 | 862 | +31.4% | $10.2K | 2026-Q1 |
13 unique insiders with 29 transactions. Net insider value: $1.3M ($1.4M bought, $82.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Mendola Mark J | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | Stamm John Richard | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | ANDERSEN ERIC C. | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | Thompson Stefanie Westphal | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | Radcliffe Amanda Westphal | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | Saunders Philip Seth | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | Gayton Bradley M | Director | AWARD | 15,638 | — | — |
| Jun 10, 2026 | DeStefano David | Director | AWARD | 15,638 | — | — |
| 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 | EXERCISE | 109,233 | — | — |
| Feb 23, 2026 | DeStefano David | Director | EXERCISE | 101,395 | — | — |
| Feb 23, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | EXERCISE | 6,428 | — | — |
| Feb 23, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | EXERCISE | 30,305 | — | — |
| Feb 23, 2026 | Young Christopher David | President and CEO | BUY | 60,000 | $12.18 | $730.8K |
| Feb 20, 2026 | Leib Ryan J | Chief Accounting Officer | EXERCISE | 4,035 | — | — |
| Feb 20, 2026 | DeStefano David | Director | EXERCISE | 69,527 | — | — |
| Feb 20, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | EXERCISE | 4,133 | — | — |
| Feb 20, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | EXERCISE | 23,888 | — | — |
| Feb 20, 2026 | ANDERSEN ERIC C. | Director | BUY | 40,000 | $12.91 | $516.4K |
| Feb 19, 2026 | Leib Ryan J | Chief Accounting Officer | AWARD | 33,891 | — | — |
| Feb 19, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | AWARD | 269,399 | — | — |
| Feb 19, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | AWARD | 43,443 | — | — |
| Feb 10, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | EXERCISE | 24,010 | — | — |
| Feb 10, 2026 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | TAX W/H | 13,489 | $14.88 | $200.7K |
| Feb 10, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | EXERCISE | 4,088 | — | — |
| Feb 10, 2026 | Rowland Bryan T.R. | GENERAL COUNSEL | TAX W/H | 1,341 | $14.88 | $20.0K |
| Jan 30, 2026 | Leib Ryan J | Chief Accounting Officer | EXERCISE | 4,019 | — | — |
| Jan 30, 2026 | Leib Ryan J | Chief Accounting Officer | TAX W/H | 1,359 | $18.55 | $25.2K |
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
+66.7% upside
Strong Buy (2.20)
$14.00 Low
$25.00 High
| Metric | Value |
|---|---|
| Current Price | $11.12 |
| 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