Hyperion Capital Establishes $13.39M Position in Vertex (VERX)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 24 2025
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Source: Fool
- New Investment Position: Hyperion Capital has established a new position in Vertex by acquiring 540,000 shares valued at approximately $13.39 million, increasing its reportable positions to 62, which indicates confidence in the company's potential.
- Asset Allocation Increase: This new stake represents 7.16% of Hyperion's reported U.S. equity assets as of September 30, reflecting a strategic intent to diversify investments, particularly in the current market climate.
- Market Performance Comparison: Despite Vertex's stock price plummeting 63% over the past year, the latest quarter saw a 12.7% year-over-year revenue increase to $192.1 million, demonstrating resilience in the company's fundamentals.
- Share Repurchase Program Initiation: Vertex has authorized its first-ever $150 million share repurchase program and ended the quarter with over $313 million in cash, providing the company with the flexibility to navigate market volatility effectively.
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Analyst Views on VERX
Wall Street analysts forecast VERX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VERX is 27.42 USD with a low forecast of 22.00 USD and a high forecast of 37.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
7 Buy
6 Hold
0 Sell
Moderate Buy
Current: 18.550
Low
22.00
Averages
27.42
High
37.00
Current: 18.550
Low
22.00
Averages
27.42
High
37.00
About VERX
Vertex, Inc. is a global provider of indirect tax solutions. The Company and its subsidiaries operate as solutions providers of state, local and value-added tax calculation, compliance, and analytics, offering software products that are sold through software licenses and software-as-a-service (cloud) subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Its software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations with business applications. Its tax-determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hyperion Capital Establishes $13.39M Position in Vertex (VERX)
- New Investment Position: Hyperion Capital has established a new position in Vertex by acquiring 540,000 shares valued at approximately $13.39 million, increasing its reportable positions to 62, which indicates confidence in the company's potential.
- Asset Allocation Increase: This new stake represents 7.16% of Hyperion's reported U.S. equity assets as of September 30, reflecting a strategic intent to diversify investments, particularly in the current market climate.
- Market Performance Comparison: Despite Vertex's stock price plummeting 63% over the past year, the latest quarter saw a 12.7% year-over-year revenue increase to $192.1 million, demonstrating resilience in the company's fundamentals.
- Share Repurchase Program Initiation: Vertex has authorized its first-ever $150 million share repurchase program and ended the quarter with over $313 million in cash, providing the company with the flexibility to navigate market volatility effectively.
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Vertex Stock: Reasons Behind One Fund Increasing Its $94.3 Million Stake Despite Declining Shares
Tensile Capital Management's Stake in Vertex: Tensile Capital Management increased its position in Vertex by 160,559 shares in Q3, bringing its total to 3.8 million shares valued at $94.3 million, making it the fund's largest holding.
Market Value Decline: Despite the increase in shares, the market value of Tensile's position fell by approximately $34.4 million, with Vertex shares trading 65% lower than in January.
Vertex's Financial Performance: Vertex reported double-digit revenue growth, including a 12.7% increase in overall revenue and a 29.6% rise in cloud revenue, alongside a new $150 million share-repurchase program.
Investment Outlook: The significant drop in Vertex's stock price presents a contrarian investment opportunity, as the company maintains strong fundamentals, including $648 million in annual recurring revenue and a 107% net revenue retention rate.
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