Vertex Inc. launched the Vertex Configuration Agent for Microsoft Dynamics 365, enhancing tax automation and compliance through Microsoft Marketplace.
Quiver AI Summary
Vertex Inc. has launched the Vertex Configuration Agent for Microsoft Dynamics 365 in the Microsoft Marketplace, aimed at automating tax configuration and ensuring compliance for businesses. This solution, empowered by Vertex AI, allows businesses to maintain accurate tax setups by automatically detecting updates in their operational systems and applying necessary adjustments proactively, which reduces manual efforts and enhances efficiency. By partnering with Microsoft and integrating with their offerings, Vertex seeks to simplify tax complexities and streamline processes, allowing companies to focus on growth and compliance. The Microsoft Marketplace serves as a hub for organizations to explore and acquire trusted cloud solutions, including the new Vertex solution.
Potential Positives
- This press release announces the availability of Vertex Configuration Agent for Microsoft Dynamics 365 on the Microsoft Marketplace, enhancing the company's visibility and accessibility to potential customers.
- The new solution offers automation of tax configuration, which can improve operational efficiency and compliance for businesses, showcasing Vertex's commitment to simplifying tax complexity.
- Integration with Microsoft Azure and other Microsoft products positions Vertex as a key player in the growing ecosystem of trusted cloud solutions, potentially driving further collaborations and partnerships.
- The use of Vertex AI in the solution highlights the company's innovative approach to technology, appealing to businesses looking to modernize their tax processes and maintain accuracy in compliance.
Potential Negatives
- The press release does not provide specific details on the performance or expected impact of the Vertex Configuration Agent, which may leave stakeholders questioning its effectiveness.
- There is no mention of partnerships or customer endorsements that could lend credibility to the solution being offered, potentially impacting market perception.
- The release does not address competitive positioning or how Vertex’s offering compares to other similar solutions available in the Microsoft Marketplace, which may raise concerns about the product's uniqueness or relevance.
FAQ
What is Vertex Configuration Agent for Microsoft Dynamics 365?
Vertex Configuration Agent for Microsoft Dynamics 365 is a solution that automates tax configuration and maintains compliance for businesses using Microsoft Dynamics 365.
How does Vertex Configuration Agent improve tax management?
The agent automates the detection of updates in source systems, proactively applying configuration adjustments to ensure accurate and compliant tax setups.
Where can customers find the Vertex Configuration Agent?
The Vertex Configuration Agent is available in the Microsoft Marketplace, where customers can discover and integrate trusted tax solutions.
What benefits does the Vertex solution provide to businesses?
The solution streamlines tax processes, improves compliance, enhances operational efficiency, and reduces manual effort in managing tax configurations.
Who can I contact for more information about Vertex?
For more information, you can contact Rachel Litcofsky, Manager of Public Relations, at [email protected].
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$VERX Insider Trading Activity
$VERX insiders have traded $VERX stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $VERX stock by insiders over the last 6 months:
- JEFFREY WESTPHAL has made 0 purchases and 3 sales selling 3,000,000 shares for an estimated $115,350,000.
- SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 ITEM has made 0 purchases and 6 sales selling 405,000 shares for an estimated $14,786,236.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$VERX Hedge Fund Activity
We have seen 123 institutional investors add shares of $VERX stock to their portfolio, and 189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROWN ADVISORY INC added 3,080,905 shares (+inf%) to their portfolio in Q3 2025, for an estimated $76,375,634
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 2,490,097 shares (+231.0%) to their portfolio in Q3 2025, for an estimated $61,729,504
- CAPITAL WORLD INVESTORS removed 2,193,265 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $54,371,039
- FMR LLC removed 1,570,564 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $38,934,281
- LEGACY ADVISORS, LLC added 1,296,297 shares (+2730.1%) to their portfolio in Q3 2025, for an estimated $32,135,202
- PARK WEST ASSET MANAGEMENT LLC added 1,250,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $30,987,500
- LOOMIS SAYLES & CO L P removed 1,195,140 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,627,520
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$VERX Analyst Ratings
Wall Street analysts have issued reports on $VERX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 11/04/2025
- Needham issued a "Buy" rating on 11/04/2025
- Stephens & Co. issued a "Overweight" rating on 09/29/2025
- JMP Securities issued a "Market Outperform" rating on 08/07/2025
- Goldman Sachs issued a "Buy" rating on 08/07/2025
To track analyst ratings and price targets for $VERX, check out Quiver Quantitative's $VERX forecast page.
$VERX Price Targets
Multiple analysts have issued price targets for $VERX recently. We have seen 12 analysts offer price targets for $VERX in the last 6 months, with a median target of $30.0.
Here are some recent targets:
- Adam Hotchkiss from Goldman Sachs set a target price of $28.0 on 11/05/2025
- Brad Reback from Stifel set a target price of $23.0 on 11/04/2025
- Daniel Jester from BMO Capital set a target price of $24.0 on 11/04/2025
- Patrick Walravens from Citizens set a target price of $37.0 on 11/04/2025
- Gil Luria from DA Davidson set a target price of $23.0 on 11/04/2025
- Joshua Reilly from Needham set a target price of $30.0 on 11/04/2025
- Hannah Rudoff from Piper Sandler set a target price of $32.0 on 11/04/2025
Full Release
KING OF PRUSSIA, Pa., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced the availability of Vertex Configuration Agent for Microsoft Dynamics 365 in the Microsoft Marketplace, helping customers automate tax configuration, maintain compliance, and adapt quickly as business needs evolve. Vertex customers can now discover trusted solutions through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Microsoft products.
The Vertex Configuration Agent for Microsoft Dynamics 365 helps businesses stay ahead of change by keeping tax configurations continuously aligned as their operations evolve. Powered by Vertex AI and integrated with Microsoft Dynamics 365, the solution automatically detects updates in source systems (such as new entities, registrations, or locations) and proactively applies configuration adjustments before issues arise. This automation reduces manual effort, speeds implementation, and ensures accurate, compliant tax setups across global operations. Designed for the Microsoft Dynamics 365 ecosystem, it extends the power of intelligent automation across tax workflows, enabling businesses to operate with greater precision and less effort.
“Launching the Vertex tax agent in the Microsoft Marketplace marks a significant milestone in our mission to simplify tax complexity through intelligent automation," said Bradd Wildstein, Vice President, Partner Sales at Vertex. “By harnessing Microsoft’s AI capabilities, we’re empowering customers with a smarter, faster way to maintain tax accuracy—streamlining processes, improving compliance, and driving operational efficiency.”
“Microsoft Marketplace helps organizations and partners move faster, work smarter, and grow by connecting them with the right solutions – all in one trusted place,” said Cyril Belikoff, vice president, Microsoft Azure Product Marketing. “We’re happy to welcome the Vertex solution to the growing Microsoft Marketplace ecosystem.”
Microsoft Marketplace is a single destination to find, try, and buy trusted cloud solutions, AI apps, and agents to meet your business objectives. Choose from a growing collection of solutions tailored to your unique needs, available both in Marketplace and directly within Microsoft products.
For more information about the Vertex integration with Microsoft,
visit this page
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About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.
For more information, visit
https://www.vertexinc.com
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COPYRIGHT © 2025 VERTEX, INC. ALL RIGHTS RESERVED. THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATION PURPOSES ONLY, MAY CHANGE AT ANY TIME IN THE FUTURE, AND IS NOT LEGAL OR TAX ADVICE.
Vertex Company Contact:
Rachel Litcofsky
Manager, Public Relations
[email protected]
Investor Relations Contact:
Joe Crivelli
VP, Investor Relations
[email protected]
