Vertex, Inc. Class A Actuals & Estimates (NASDAQ:VERX)
This article provides current financial data and analyst estimates for Vertex, Inc. (VERX), a company traded on NASDAQ. It covers stock performance, price targets, earnings, revenue, market capitalization, and volatility, along with answers to frequently asked questions about the company's financials and stock. The article also notes that VERX stock has experienced significant declines recently and analysts have provided future price estimates ranging from $14.00 to $25.00.
Price to earnings forward of Vertex, Inc. Class A – FWB:56X
This page from TradingView provides financial information for Vertex, Inc. Class A (FWB:56X) on the Frankfurt Stock Exchange, specifically focusing on its Price to Earnings Forward metric. The content highlights the stock's overview, financials, news, and community discussions. It serves as a data point for investors interested in the company's valuation.
Vertex, Inc. Class A Actuals & Estimates (MUN:56X)
This article provides actuals and estimates for Vertex, Inc. Class A (MUN:56X), detailing its financial performance, analyst forecasts, and key company data. It includes information on past earnings, revenue, net income, and upcoming earnings reports, along with historical stock price data and employee count.
Vertex (VERX) director Philip Saunders receives 15,638 restricted shares in equity grant
Vertex, Inc. director Philip Seth Saunders received an equity grant of 15,638 shares of Class A Common Stock as restricted stock, with no cash purchase price. This grant increases his direct holdings to 50,606 shares. The restricted shares will vest on the earlier of the day immediately prior to the next annual meeting of stockholders or June 10, 2027.
Vertex (NASDAQ: VERX) director granted 15,638 restricted shares
Vertex, Inc. director Gayton Bradley M was granted 15,638 restricted shares of Class A Common Stock at no cash cost per share, increasing his direct holdings to 68,500 shares. The restricted stock award vests on the earlier of the day before the company's next annual stockholder meeting or June 10, 2027. This transaction, classified as a grant rather than a purchase, ties the award to his continued board service and reflects a neutral impact and sentiment according to the filing analysis.
Vertex (NASDAQ: VERX) director granted 15,638 shares of restricted stock
Vertex, Inc. director John Richard Stamm was granted 15,638 shares of Class A Common Stock as restricted stock, which is considered equity compensation. These shares, valued at $0.00 per share for the grant, will vest on the earlier of the day before Vertex’s next annual stockholder meeting or June 10, 2027. Following this transaction, Stamm directly holds 32,685 shares of Vertex Class A Common Stock.
Director Eric C. Andersen awarded 15,638 Vertex (VERX) restricted shares
Vertex, Inc. director Eric C. Andersen was granted 15,638 shares of Class A common stock as restricted stock, with no cash cost. This award will vest on the earlier of the day before the next annual stockholders’ meeting or June 10, 2027. Following this grant, Andersen directly holds 165,979 shares of VERX, indicating a compensation-related award rather than a market purchase.
Vertex (VERX) director Westphal awarded 15,638 restricted shares
Vertex, Inc. director and ten percent owner Amanda Westphal was awarded 15,638 restricted shares of Class A Common Stock at no purchase price. These shares will vest on the earlier of the day before the next annual stockholder meeting or June 10, 2027. Following this grant, Westphal directly holds 159,030 shares of Class A Common Stock.
Vertex (VERX) director granted 15,638 restricted shares, total holdings now 20,965
Vertex, Inc. director Mark J. Mendola was granted 15,638 restricted shares of Class A Common Stock as a compensation-related award, bringing his total direct holdings to 20,965 shares. The shares were awarded at no cash cost and will vest on the earlier of the day before the company's next annual stockholder meeting or June 10, 2027. This grant aligns the director's equity with a typical annual board service period.
Vertex (VERX) director DeStefano granted 15,638 restricted Class A shares
Vertex, Inc. director David DeStefano was granted 15,638 Class A Common Stock shares as restricted stock, with a stated price of $0.00 per share. This award is compensation-related and will vest on the earlier of the next annual stockholders' meeting or June 10, 2027. Following this transaction, DeStefano directly holds 1,271,155 Class A shares, with an additional 197,572 held indirectly by family trusts.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, and 8-K reports, as well as insider trading forms. It highlights recent filings detailing BlackRock's stake in Vertex, credit agreement amendments for shareholder returns, a CEO transition, Q3 financial results including $192.1M revenue, a $150M stock repurchase program, and insider trading activities.
VERX Stock Price, Quote & Chart | VERTEX INC - CLASS A (NASDAQ:VERX)
This article provides an in-depth financial overview of VERTEX INC - CLASS A (NASDAQ:VERX), including its current stock price, historical performance, and key financial metrics. It highlights the company's valuation, growth, profitability, and technical and fundamental ratings. The article also provides a summary of recent news and analyst forecasts for VERX.
Vertex director David DeStefano sells $82,365 in class A common stock.
Vertex director David DeStefano sold 6,460 shares of Class A common stock worth $82,365 on May 28, 2026, selling at $12.75 per share, even though the stock has since risen. The shares were held indirectly through family trusts for his children. Despite this sale, Vertex Inc. recently surpassed Q1 2026 earnings and revenue forecasts, though Stifel adjusted its price target down to $14 from $16 due to cloud growth concerns.
Vertex (NASDAQ: VERX) director’s family trusts sell 6,460 shares, large stake remains
Vertex Inc. director David DeStefano's family trusts sold 6,460 Class A Common Stock shares at $12.75 each, as reported in a Form 4 filing. Following the sale, the family trusts retained 197,572 shares, and DeStefano directly holds a substantial 1,255,517 Class A shares, indicating he maintains a significant equity position in the company. The transaction's impact is deemed neutral, given the modest size of the sale relative to his overall holdings.
Vertex, Inc. - Class A Common Stock (NQ: VERX
This article provides a collection of recent news headlines and press releases concerning Vertex, Inc. (NASDAQ: VERX). It covers financial results announcements, tax rate reports, and various analyst and market commentary on the company's stock performance and industry position. The updates span from early 2023 to mid-2023, highlighting key events like earnings reports, stock spotlights, and integration achievements.
Morgan Stanley discloses 4.15M shares (5.3%) in Vertex (VERX)
Morgan Stanley has filed a Schedule 13G, reporting a beneficial ownership of 4,146,241 shares of Vertex, Inc. (VERX) Class A Common Stock, which represents 5.3% of the class. The filing indicates shared voting power over 4,115,461 shares and shared dispositive power over all 4,146,241 shares, consistent with institutional reporting conventions. This disclosure signals institutional exposure to Vertex but does not specify trading intent or timing.
Vertex (NASDAQ: VERX) grows Q1 2026 revenue and boosts EBITDA with cost plan
Vertex (NASDAQ: VERX) reported strong Q1 2026 results with revenue of $196.6 million and increased non-GAAP Adjusted EBITDA to $44.1 million, driven by software subscriptions. Despite a GAAP net loss due to higher operating expenses, the company emphasized its non-GAAP profitability and launched a Value Creation Plan aiming for $60–$70 million in annual cash savings starting in 2027. Vertex also expanded its real-time compliance capabilities by acquiring Brinta, an AI-first e-invoicing startup in Latin America, and raised its full-year 2026 Adjusted EBITDA guidance.
Number of shareholders of Vertex, Inc. Class A – BX:VERX
This article provides financial information for Vertex, Inc. Class A, traded on BX Swiss under the ticker VERX. It details the number of shareholders for different periods and mentions the data sources used.
Vertex Announces First Quarter 2026 Financial Results
Vertex, Inc. announced strong financial results for its first quarter ended March 31, 2026, with revenue and adjusted EBITDA exceeding guidance. The company reported a 11.1% year-over-year revenue increase to $196.6 million and detailed its recent acquisition of Brinta, an AI-first e-invoicing startup, to enhance its Latin American market presence. Vertex also introduced a Value Creation Plan aimed at accelerating profitability and free cash flow through strategic investments and cost actions.
Vertex Announces First Quarter 2026 Financial Results
Vertex, Inc. announced strong financial results for its first quarter ended March 31, 2026, with total revenues up 11.1% year-over-year and adjusted EBITDA up to $44.1 million. The company acquired Brinta, an AI-first e-invoicing startup, to expand its Latin American coverage and accelerate its AI-leading strategy outlined in its Value Creation Plan. Vertex also provided a positive financial outlook for Q2 and the full year 2026, anticipating increased profitability and free cash flow.
Vertex says April cost plan will save $60M-$70M a year from 2027
Vertex (NASDAQ: VERX) announced its Q1 2026 financial results, reporting an 11.1% YoY revenue increase to $196.6 million and an 11.2% YoY ARR increase to $687.6 million. The company also introduced a Value Creation Plan, expected to generate $60-$70 million in annual cash savings starting in 2027, and acquired Brinta to expand its Latin American market presence. Vertex raised its full-year 2026 Adjusted EBITDA guidance to $202.0M–$208.0M.
Trading Systems Reacting to (VERX) Volatility
This article analyzes Vertex Inc. Class A Common Stock (VERX), highlighting near and mid-term strong sentiment but a weak long-term outlook with elevated downside risk. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis includes multi-timeframe signal strength, support, and resistance levels for VERX.
Vanguard (NASDAQ: VERX) reports 4.84M Vertex shares, 6.22% stake
Vanguard Portfolio Management has reported a beneficial ownership of 4,841,652 shares of Vertex Inc (NASDAQ: VERX) common stock, representing a 6.22% stake in the company as of March 31, 2026. This disclosure was made in a Schedule 13G SEC filing, indicating the holdings are managed passively across Vanguard funds and accounts. The filing grants Vanguard sole dispositive power over all reported shares, but sole voting power for only 60,971 shares.
Vertex (NASDAQ: VERX) announces 9% global workforce reduction plan
Vertex, Inc. has announced a global Value Creation Plan that includes a 9% workforce reduction, impacting approximately 170 employees, to become more AI-enabled and improve operational efficiency. The company anticipates pre-tax charges of $6 million to $8 million, primarily for severance and other separation benefits, with most costs expected in the first fiscal quarter of 2026. This strategic move aims to align its workforce and spending with long-term growth priorities.
Vertex (VERX) schedules 2026 virtual meeting and CEO-linked board elections
Vertex, Inc. has announced its 2026 Annual Meeting of Stockholders will be held virtually on June 10, 2026, where shareholders will vote on the election of three Class III directors and the ratification of Crowe LLP as the independent registered public accounting firm. The Board unanimously recommends voting in favor of both proposals. The proxy statement details the company's dual-class share structure, corporate governance, and executive compensation, including Christopher Young's transition to President and CEO in November 2025.
Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
Vertex, Inc. (NASDAQ:VERX) announced it will release its first quarter 2026 financial results before the market opens on Thursday, May 7, 2026. A conference call for investors will be held at 8:30 a.m. Eastern Time on the same day, with registration available online and a live webcast on the company's investor relations website. An audio-only replay will also be accessible for one year.
(VERX) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX), indicating weak sentiment across all time horizons and supporting a short bias. It highlights a significant short setup with a high risk-reward ratio and outlines three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis for support and resistance levels.
Exploring 3 Undervalued Small Caps With Insider Activity Across Regions
This article identifies three undervalued small-cap stocks with significant insider activity: Vertex (VERX), Northwest Bancshares (NWBI), and Bob's Discount Furniture (BOBS). It highlights their financial performance, growth forecasts, and recent insider purchases, suggesting potential investment opportunities in a flat U.S. market. The analysis emphasizes the importance of insider confidence and projected earnings growth for these companies.
3.40M-share exit filing lowers Vertex (VERX) stake below 5% — amendment
An SEC Form SCHEDULE 13G/A amendment for Vertex, Inc. (VERX) indicates that Arthur C. Young, Douglas J. Dossey, and Tensile Capital Management entities collectively reported beneficial ownership of 3,398,563 shares, representing 4.37% of Class A Common Stock. This filing is classified as an "exit filing," signifying that the reporting persons no longer beneficially own more than five percent of outstanding shares. The amendment, dated 04/02/2026, explicitly states that the previous reporting threshold has been crossed, though it does not detail the specific transactions that led to the reduction in ownership.
Vanguard disaggregates holdings; subsidiaries to report VERX separately (VERX)
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Vertex Inc (VERX) common stock. This change follows an internal realignment where certain Vanguard subsidiaries and business divisions will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates that these subsidiaries will continue to pursue the same investment strategies as previously.
VERTEX Shareholders Are Encouraged to Reach Out to Johnson
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Vertex, Inc. (NASDAQ: VERX) after the company reduced its full-year guidance in August 2025, leading to a 19% stock price drop. The investigation focuses on whether Vertex's executive officers complied with federal securities laws. Shareholders who experienced losses are encouraged to contact Johnson Fistel for more information.
Understanding the Setup: (VERX) and Scalable Risk
This article analyzes Vertex Inc. (VERX), identifying weak sentiment across all time horizons which supports a short bias. It highlights an exceptional 81.0:1 risk-reward short setup targeting a 24.6% downside with minimal risk. The analysis includes three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis.
xSuite Group and Vertex, Inc. become Partners
xSuite Group and Vertex, Inc. have announced a new partnership to expand their reach and deliver value to SAP customers globally. This collaboration will focus on serving businesses in the U.S., DACH, and EMEA regions, leveraging both companies' expertise in SAP environments to help organizations manage financial and compliance complexities. The partnership highlights a shared commitment to providing best-in-class solutions and supporting global compliance needs for SAP customers.
Vertex Now Available on Oracle Marketplace
Vertex Inc. (NASDAQ:VERX) announced that its O Series Tax Engine and Indirect Tax Accelerator for Oracle’s ERP offerings are now available on the Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure (OCI). This integration provides centralized, scalable tax determination and calculation, aiming to accelerate tax integration and configuration for global businesses. The availability on Oracle Marketplace extends Vertex's commitment to the Oracle community, enabling faster implementation and adaptation to evolving tax regulations.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, and 8-K forms, with AI-powered summaries for easier understanding. Recent filings cover topics such as BlackRock's stake, credit agreement amendments, executive leadership changes, and latest quarterly earnings. The platform also details insider trading activities and stock repurchase programs.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, offering comprehensive insights into the company's financial performance, risk factors, and corporate events. Stock Titan enhances these documents with AI-powered summaries and real-time updates from the SEC’s EDGAR system. Recent filings highlight executive stock transactions, such as RSU exercises, share disposals for tax, and open-market purchases by insiders, alongside the company's return to profitability in 2025 with increased recurring software revenue.
Trust 10% owner of Vertex (VERX) adds 10,000 Class A shares in open-market buy
A 10% owner trust of Vertex, Inc. (VERX) purchased an additional 10,000 shares of Class A Common Stock in an open-market transaction. The shares were bought at a weighted average price of $15.0477 per share. Following this transaction, the trust directly holds 1,221,100 shares of Vertex Class A Common Stock.
Item second irr. trust sells Vertex (VERX) shares worth $150,477
Item Second Irr. Trust FBO Kyle R. Westphal, a ten percent owner of Vertex, Inc. (NASDAQ:VERX), sold 10,000 shares of its Class A Common Stock on March 9, 2026, for a total of $150,477. This sale occurred as Vertex's stock trades 54% down over the past year, though InvestingPro analysis suggests it is undervalued. The action follows recent mixed analyst responses to Vertex's Q4 2025 earnings, leading to various price target adjustments and ratings changes.
What Vertex (VERX)'s Insider Sale and CEO Transition Mean for Its Tax Tech Ambitions
Vertex (VERX) is facing mixed reactions from analysts following an insider share sale and a CEO transition, despite a supportive view from Goldman Sachs focusing on its global compliance and e-invoicing. The company's tax technology ambitions are central to its investment narrative, especially with regulatory-driven adoption of its cloud solutions. There's uncertainty regarding execution post-CEO change and a sharper focus on its 2026 guidance as investors weigh potential risks like slower enterprise deal timing against the emphasized e-invoicing opportunity.
Item second irr. trust sells Vertex (VERX) shares worth $150,477
Item Second Irr. Trust, a major shareholder in Vertex, Inc., sold 10,000 shares of Class A Common Stock for $150,477 on March 9, 2026. This transaction follows recent mixed analyst responses to Vertex's Q4 2025 earnings, leading to price target adjustments and rating changes from several firms. The stock is currently down 54% over the past year.
Vertex (VERX) CFO converts RSUs to stock and withholds shares for taxes
Vertex, Inc.'s CFO, John R. Schwab, engaged in several equity award transactions on February 20, 2026. He acquired Class A common stock by converting restricted stock units and simultaneously disposed of shares to cover tax obligations. The remaining restricted stock units are set to vest in equal annual installments from February 2027 through February 2029.
Precision Trading with Vertex Inc. Class A Common Stock (VERX) Risk Zones
This article provides an in-depth analysis of Vertex Inc. Class A Common Stock (VERX) with "precision trading" risk zones. It highlights a strong near-term sentiment potentially challenging weaker mid and long-term trends, and presents an exceptional 97.5:1 risk-reward short setup. The analysis includes three distinct trading strategies developed by AI models, catering to various risk profiles and holding periods.
Vertex (VERX) stock slides after Thursday pop as insiders buy and management heads to investor conferences
Vertex (VERX) stock fell about 4% on Friday after a significant rally on Thursday, despite recent insider buying and upcoming investor conferences. The company's CEO's trust recently purchased 60,000 shares, and executives are scheduled to speak at Citizens JMP and Morgan Stanley conferences next week to discuss demand and outlook. The stock's recent performance has been volatile, with ongoing efforts to regain stability after a difficult period in February.
Vertex (VERX) General Counsel exercises RSUs and withholds shares for tax
Vertex, Inc.'s General Counsel, Rowland Bryan T.R., exercised 6,428 restricted stock units into Class A common stock and subsequently disposed of 1,768 shares to cover tax obligations at $12.03 per share on February 23, 2026. After these transactions, the General Counsel directly holds 12,872 Class A shares, with the remaining restricted stock units set to vest on February 23, 2027. This activity is considered a routine equity award exercise and a tax-withholding disposition, not an open-market sale.
Vertex to Present at Upcoming Conferences
Vertex, Inc. (NASDAQ: VERX) announced that its President and CEO, Chris Young, and CFO, John Schwab, will participate in fireside chats at two upcoming conferences: the Citizens JMP Technology Conference and the Morgan Stanley TMT Conference. These presentations are scheduled for March 3 and March 4, 2026, respectively, with live webcasts available on Vertex’s investor relations website. The company is a global provider of tax technology solutions.
Vertex (VERX) director exercises RSUs and has shares withheld for taxes
Vertex, Inc. director David DeStefano exercised 101,395 restricted stock units into Class A Common Stock and subsequently had 47,112 shares withheld to cover tax obligations at a price of $12.03 per share. After these transactions, DeStefano directly holds 1,198,267 Class A shares and still has 101,396 restricted stock units remaining, set to vest on February 23, 2027. He also indirectly holds 204,032 Class A shares through family trusts for his adult children.
Vertex (VERX) CEO-linked trust buys 60,000 Class A shares
Vertex, Inc. CEO Christopher David Young's living trust purchased 60,000 shares of Class A Common Stock for a weighted average price of $12.1799 per share on February 23, 2026. This transaction reflects an indirect ownership increase, with the shares held through the trust. The SEC Form 4 filing details the open-market acquisition and the subsequent beneficial ownership by the trust.
Vertex (VERX) director Eric Andersen buys 40,000 shares in open market
Vertex, Inc. director Eric C. Andersen purchased 40,000 shares of Class A common stock on February 20, 2026, through an open-market transaction. The shares were bought at a weighted average price of $12.91, increasing his direct holdings to 150,341 shares. This transaction, detailed in a Form 4 filing, involved multiple trades within a price range of $12.87 to $12.96 per share.
Vertex (NASDAQ: VERX) CFO exercises RSUs, with 16,411 shares withheld for taxes
Vertex, Inc.'s CFO, John R. Schwab, exercised 30,305 restricted stock units on February 23, 2026. To cover tax obligations, 16,411 shares were sold at $12.03 per share. Following these transactions, Schwab directly owns 132,271 shares of Class A Common Stock, with remaining restricted units set to vest in February 2027.
Vertex (NASDAQ: VERX) general counsel exercises RSUs, withholds shares for taxes
Vertex, Inc.'s general counsel, Rowland Bryan T.R., exercised restricted stock units (RSUs) on February 20, 2026, receiving Class A common stock. Concurrently, a portion of these shares was disposed of to cover tax withholding obligations at $12.74 per share, resulting in a direct holding of 8,212 Class A shares. The remaining RSUs are scheduled to vest in annual installments through February 2029.
