IDEX Corporation (IEX) Stock Price & Analysis
IDEX Corporation (IEX) closed at USD 226.88 on Thursday, October 22, 2026, down 3.63% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 235.43; the Oct 22, 2026 session ranged USD 223.25–232.26 on volume of 961,710 shares. Market capitalization is $16.73B, with a 52-week range of USD 160.6–243.8 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/IEX.md
Key facts (IEX)
- Last four reported quarters (through Jun 30, 2026): revenue $3.59B, net income $520M (14.5% margin), free cash flow $642M (SEC filings).
- Valuation: P/E 32.2x (avg 28.9x at the last 3 fiscal year-ends), EV/EBITDA 21.9x, net debt $1.25B.
- 2 of 80 tracked superinvestors hold IEX (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $3.4M; 2 not under a Rule 10b5-1 plan ($3.4M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +36.6% vs S&P 500 +14.9%; 5Y +9.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 2.24, revenue estimate $934M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (IEX)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.76B | $3.18B | $3.27B | $3.27B | $3.46B | $3.59B |
| Gross profit | $1.22B | $1.43B | $1.45B | $1.45B | $1.54B | — |
| Operating income | $637M | $751M | $733M | $677M | $699M | $742M |
| Net income | $449M | $587M | $596M | $505M | $483M | $520M |
| EPS (diluted) | $5.88 | $7.71 | $7.85 | $6.64 | $6.41 | — |
| Free cash flow | $493M | $489M | $627M | $603M | $617M | $642M |
| Gross margin | 44.3% | 44.8% | 44.2% | 44.2% | 44.5% | — |
| Operating margin | 23.0% | 23.6% | 22.4% | 20.7% | 20.2% | 20.7% |
| Net margin | 16.3% | 18.4% | 18.2% | 15.4% | 14.0% | 14.5% |
| Revenue growth | +17.6% | +15.1% | +2.9% | -0.2% | +5.8% | — |
| Cash + short-term investments | $855M | $430M | $534M | $621M | $580M | — |
| Total debt | $1.20B | $1.48B | $1.33B | $1.97B | $1.83B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (IEX)
P/E 32.2x · P/S 4.7x · EV/EBITDA 21.9x · EV/Sales 5.0x · P/FCF 26.1x · P/B 4.2x · FCF yield 3.84% · Earnings yield 3.11% · Dividend yield (paid, TTM) 1.28% · Buyback yield (TTM) 1.80% · Net debt $1.25B · EV $18.0B
P/E at fiscal year-ends: Dec 2025 27.7x, Dec 2024 31.5x, Dec 2023 27.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (IEX)
2 of 80 tracked investors hold IEX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Wallace Weitz | Weitz Investment Management | 3.97% | $57.3M | Reduced -4.5% |
| Mairs & Power | Mairs & Power Funds | 0.01% | $908K | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (IEX)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-12 | Anderson Lisa M | SVP, GC, CAO & Corp Sec | 385 | $92K | 8.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-11 | Ashleman Eric D | CEO and President | 15,385 | $3.3M | 18.8% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (IEX)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Oppenheimer | Target raised | Outperform | $270 → $275 |
| 2026-10-14 | RBC Capital | Target raised | Outperform | $280 → $285 |
| 2026-09-09 | Oppenheimer | Target raised | Outperform | $265 → $270 |
| 2026-08-12 | Mizuho | Upgrade | Neutral → Outperform | $210 → $280 |
| 2026-08-06 | DA Davidson | Target raised | Neutral | $230 → $240 |
| 2026-08-06 | Argus Research | Target raised | Buy | $250 → $260 |
| 2026-07-30 | Citigroup | Target raised | Buy | $252 → $269 |
| 2026-07-30 | RBC Capital | Target raised | Outperform | $261 → $280 |
| 2026-07-30 | Stifel | Target raised | Buy | $257 → $268 |
| 2026-07-30 | TD Cowen | Target raised | Buy | $260 → $275 |
| 2026-07-21 | Oppenheimer | Target raised | Outperform | $250 → $260 |
| 2026-07-20 | Stifel | Target raised | Buy | $250 → $257 |
Total return (dividends reinvested) (IEX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +36.6% | +9.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +36.8% | +1.8% |
| Volatility (annualized) | 22.1% | 22.9% |
| Max drawdown | -14.5% (Feb 2026→Mar 2026) | -33.8% (Mar 2024→Aug 2025) |
IEX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.24 | $2.19 | +2.2% | $934.4M | 12 |
| Next quarter (ends Dec 2026) | $2.29 | $2.20 | +3.8% | $952.2M | 11 |
| Current fiscal year (ends Dec 2026) | $8.83 | $8.50 | +3.9% | $3.69B | 14 |
| Next fiscal year (ends Dec 2027) | $9.64 | $9.25 | +4.2% | $3.91B | 15 |
IEX options: expected move
Options price a move of about ±7.4% (±$16.70) by Nov 20, 2026, which includes earnings on Oct 28, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 32.2% | ±7.4% |
| Dec 18, 2026 | 56 | 27.4% | ±8.7% |
| Jan 15, 2027 | 84 | 25.9% | ±10.1% |
| Apr 16, 2027 | 175 | 24.3% | ±13.5% |
| May 21, 2027 | 210 | 24.6% | ±15.0% |
30-day implied volatility 30.3% vs 17.5% realized over the last 30 trading days. Put/call ratio (volume) 0.02. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 226.88 |
|---|---|
| Change | ▼ 3.63% (down) |
| Previous Close | USD 235.43 |
| Open | USD 233.39 |
| Day Range | USD 223.25 – 232.26 |
| 52-Week Range | USD 160.6 – 243.8 |
| Volume | 961,710 shares |
| Market Cap | $16.73B |
| Exchange | NYQ |
Technical Analysis (IEX)
Nexqual's technical model rates IEX "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 42.3 (neutral) |
| vs SMA50 | Below (USD 230.44) |
| MACD | 1.13 (positive) |
Earnings (IEX)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 2.24 |
| Revenue Estimate | $934.38M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.32 vs est 2.11 ▲ beat |
| 2026-03-31 | USD 2 vs est 1.77 ▲ beat |
| 2025-12-31 | USD 2.1 vs est 2.04 ▲ beat |
| 2025-09-30 | USD 2.03 vs est 1.93 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (IEX)
| Total Revenue | $3.59B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.40% |
| Gross Margin | +44.73% |
| Operating Margin | +22.17% |
| Profit Margin | +14.49% |
| ROE | +12.96% |
| Debt / Equity | 0.47 |
| Current Ratio | 3.05 |
| Total Cash | $621.30M |
| Total Debt | $1.89B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Ownership (IEX)
| Insider Ownership | +0.22% |
|---|---|
| Institutional Ownership | +105.66% |
| Shares Outstanding | 73.72M |
| Float | 73.51M |
| Short % of Float | +3.91% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (IEX)
IDEX Corporation is led by Eric D. Ashleman, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| CEO, President & Director | Eric D. Ashleman |
|---|---|
| Vice President of Corporate Development | Akhil Mahendra |
| Senior VP & CFO | Sean M. Gillen |
| Vice President of Investor Relations | James Giannakouros C.F.A. |
| Senior Vice President of Talent & Culture | Roshny M. Archer |
Major Backers & Investors (IEX)
Notable institutional backers of IDEX Corporation include Primecap Management Company, Morgan Stanley, Millennium Management, according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Primecap Management Company | 4.48% |
| Morgan Stanley | 3.82% |
| Millennium Management | 3.21% |
| Nordea Investment Management AB | 2.5% |
| Victory Capital Management Inc. | 2.07% |
| Victory Portfolios-Victory Sycamore Established Value Fund | 1.47% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.64% |
| BlackRock | 7.78% |
| State Street | 4.5% |
| Geode Capital | 2.85% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NDSN | Nordson Corporation | USD 318.71 | ▼ 3.87% |
| GGG | Graco Inc. | USD 69.28 | ▼ 15.32% |
| INIO | INNIO N.V. | USD 15.11 | ▼ 10.43% |
| WTS | Watts Water Technologies, Inc. | USD 356.94 | ▼ 1.78% |
| XYL | Xylem Inc. | USD 109.26 | ▲ 2.74% |
| GNRC | Generac Holdlings Inc. | USD 188.02 | ▼ 7.44% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt