Vertex Inc. trust sells $115.35 million in stock

Published 11/06/2025, 20:32
Vertex Inc. trust sells $115.35 million in stock

Vertex (NASDAQ:VRTX), Inc. (NASDAQ:VERX), currently valued at $6 billion in market capitalization, recently saw significant stock transactions involving Jeffrey Westphal, a notable figure related to the company. On June 9, 2025, Westphal, through various trusts, executed a series of sales of Class A Common Stock. According to InvestingPro analysis, the stock appears overvalued at current levels, trading at high multiples across various metrics. The transactions totaled 2,999,000 shares, sold at a price of $38.45 per share, amounting to approximately $115.35 million.

The shares were sold by The 2009 Jeffrey R. Westphal Generation Skipping Trust and two separate trusts under the Rainer J. Westphal 2007 Trust. Following these transactions, the trusts reported no remaining shares of Class A Common Stock.

These transactions were part of a broader movement of shares, with accompanying conversions from Class B Common Stock to Class A Common Stock, reflecting strategic financial maneuvers by the trusts associated with Westphal. For deeper insights into Vertex’s valuation and 12 additional exclusive ProTips, including detailed analysis of the company’s financial health and growth prospects, visit InvestingPro.

In other recent news, Vertex Inc . reported its first-quarter 2025 earnings, exceeding analyst expectations with an earnings per share (EPS) of $0.15, compared to the forecasted $0.13. The company also achieved revenue of $177.1 million, slightly surpassing the anticipated $176.87 million, marking a 12.9% year-over-year increase. This growth was driven by strong performance in subscription and cloud revenue, with cloud revenue alone surging 29.6%. In addition, DA Davidson reiterated its Buy rating for Vertex with a $50.00 price target, citing the company’s consistent organic Annual Recurring Revenue (ARR) growth of 15% and 26% growth in its Cloud segment. Analysts from DA Davidson expressed confidence in Vertex’s market position and strategic direction, highlighting the company’s potential for sustained growth. Vertex also announced its projection for Q2 2025 revenue to be between $182 million and $187 million, expecting a 14.5% year-over-year growth. The company maintains its full-year 2025 revenue guidance in the range of $760 million to $768 million, with an optimistic outlook for cloud revenue growth of 28%. These developments underscore Vertex’s robust financial performance and strategic investments in AI and e-invoicing, positioning it for future growth.

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