IEX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $233.16
Market Cap (MRQ) $21.01B
P/E (TTM) 33.5
EPS (TTM) $6.95
Revenue (TTM) $3.59B
Div Yield 1.0%
ROE (TTM) 13.0%
Debt/Equity (MRQ) 0.5
52W Range $161–$244

IEX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 4
Ex-date Split Type
May 22, 2007 3-for-2 Forward
June 1, 2004 3-for-2 Forward
Feb. 3, 1997 3-for-2 Forward
Feb. 1, 1995 3-for-2 Forward

About IDEX Corporation Common Stock Company overview from Wikipedia

05 · wikidata

IDEX Corporation is a global industrial company based in Northbrook, Illinois. IDEX develops, designs, and manufactures fluidics systems, optics systems, fire and rescue equipment, and other specialty engineered products. As of February 2025, IDEX operated in approximately 20 countries and had approximately employed 9,000 employees. The company is publicly traded and a component of the S&P 500 index.

History

IDEX was formed in 1988, when Kohlberg Kravis Roberts purchased several divisions of Houdaille Industries, which had recently been sold by KKR to Tube Instruments. Its first chairman and CEO was Donald N. Boyce. The company raised $3.3 million with its initial public offering in June 1989.

In May 1994, IDEX reached an agreement to acquire Hale Products, Inc., of Conshohocken, Pa., for $90 million. Hale sells fire-trucks, portable pumps, ventilation systems, and is part of IDEX's fire and safety division, which includes the Hurst "Jaws of Life". By 1996, IDEX had acquired ten other companies and its annual revenue was approximately $562 million.

In January 1998, IDEX agreed to buy Gast Manufacturing of Benton Harbor, Michigan, for $118 million. Gast manufactures compressors, vacuum pumps, air motors and other products. The following year, the company's original CEO Donald Boyce stepped down from his position. IDEX COO Frank Hansen took over as chief executive.

In 2011, Andrew Silvernail took over as CEO and chairman.

In 2011, IDEX acquired Microfluidics International, a company that designs and manufactures equipment that used to produce nanoparticles. This acquisition supported IDEX's existing work in pharmaceutical research and production.

In June 2018, IDEX Corporation announced its acquisition of Phantom Controls, a company that manufactures pump systems.

In March 2021, IDEX announced that it was acquiring Abel Pumps LP, a manufacturer of reciprocating positive displacement pumps used in mining, marine, and power industries. The following month, IDEX announced it had agreed to acquire Airtech Group, Inc. and US Valve Corporation. Airtech is a manufacturer of pressure technology products such as pumps and compressor systems and valves.

In September 2022, IDEX announced that it would acquire the Netherlands-based micro-precision technology conglomerate Muon Group, and that Muon's several subsidiaries, such as LouwersHanique and Millux, would be incorporated into IDEX's health and science technologies segment. In July 2024, IDEX announced that it would soon purchase Mott Corp, a filtration products manufacturer, to further bolster the company's health and science technologies segment.

Finance

The key financial trends for IDEX Corporation are based on fiscal years ending December 31:

In Q1 2025, IDEX beat Wall Street earnings and revenue estimates, reporting revenue of US $814.3 million and adjusted EPS of $1.75, citing strong demand in its Health & Science Technologies segment.

For Q2 2025, the company posted revenue of US $865.4 million (up 7.2% YoY) and EPS of $2.07, outperforming forecasts, though it lowered full-year adjusted EPS guidance to a range of $7.85–$7.95 due to softening demand trends.

Operations

IDEX's name is an acronym for "Innovation, Diversity, and Excellence." The company is composed of more than 50 largely decentralized businesses that operate as subsidiaries. It operates in approximately 20 countries and its business is organized into three segments: Fluid and Metering Technologies, Health and Science Technologies, and Fire and Safety and Diversified products.

IDEX is headquartered in Northbrook, Illinois. Its CEO is Eric Ashleman. As of February 2025, it employs approximately 9,000 people. The company is publicly traded on the New York Stock Exchange and is included in the S&P 500.

Products

IDEX manufactures industrial equipment and components for diversified markets, including the agricultural, pharmaceutical, semiconductor, and fire safety sectors. Its products include fluid-handling apparatuses like pumps, valves, and flow meters. It also makes air compressors, optical filters, hydraulic rescue tools, and fire suppression equipment.

== References ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryMachinery employees8,700 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$3.46B
2016-12-31 → 2025-12-31
EPS$6.41
2016-12-31 → 2025-12-31
Free Cash Flow$617M
2016-12-31 → 2025-12-31
Net margin14.5%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend IEX 5Y avg Peer Median Verdict
P/E (TTM) 33.55Y avg ≈31.3 ≈31.3 33.5 Fair value
P/S (TTM) 5.9 · 4.6 Overvalued
P/B (MRQ) 5.2 · 5.2 Fair value
EV / EBITDA 31.8 · 24.4 Overvalued
Price / FCF (TTM) 32.7 · · ·
Price / Cash Flow (TTM) 29.3 · 21.7 Fair value
EV / Revenue 6.4 · · ·
EV / FCF 36.1 · · ·
Price / Tangible Book (MRQ) 7.4 · · ·
PEG Ratio ≈6.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield1.0%
Payout Ratio44.0%
Annualized Payout≈$2.92Paid quarterly
5Y Div CAGR≈7.3%Per share, split-adjusted
Growth Streak≈16Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Oct 2, 2026$0.73USD≈1.2%
Jul 6, 2026$0.73USD≈1.3%
May 22, 2026$0.73USD≈1.4%
Jan 16, 2026$0.71USD≈1.4%
Oct 10, 2025$0.71USD≈1.7%
Jul 11, 2025$0.71USD≈1.5%
May 19, 2025$0.71USD≈1.5%
Jan 17, 2025$0.69USD≈1.3%
Oct 11, 2024$0.69USD≈1.3%
Jul 12, 2024$0.69USD≈1.3%
May 16, 2024$0.69USD≈1.2%
Jan 11, 2024$0.64USD≈1.2%
Oct 12, 2023$0.64USD≈1.2%
Jul 13, 2023$0.64USD≈1.2%
Jun 8, 2023$0.64USD≈1.2%
Jan 12, 2023$0.60USD≈1.0%
Oct 13, 2022$0.60USD≈1.1%
Jul 14, 2022$0.60USD≈1.3%
May 16, 2022$0.60USD≈1.2%
Jan 13, 2022$0.54USD≈0.95%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 5.9%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $2.32 $2.13 8.9%
March 31, 2026 $2.00 $1.79 11.7%
Dec. 31, 2025 $2.10 $2.06 1.8%
Sept. 30, 2025 $2.03 $1.95 4.1%
June 30, 2025 $2.07 $2.01 2.9%
March 31, 2025 $1.75 $1.65 6.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $3.46B$3.27B$3.27B$3.18B$2.76B$2.35B$2.49B$2.48B$2.29B$2.11B$2.02B$2.15B
Cost of Revenue $1.92B$1.82B$1.83B$1.75B$1.54B$1.32B$1.37B$1.37B$1.26B$1.18B$1.12B$1.20B
Gross Profit $1.54B$1.45B$1.45B$1.43B$1.22B$1.03B$1.12B$1.12B$1.03B$931M$904M$949M
R&D Expense $70M$67M$68M$61M$50M$48M$56M$48M$42M$39M$34M$37M
SG&A Expense $819M$759M$704M$653M$578M$495M$525M$537M$525M$492M$474M$504M
Operating Income $699M$677M$732M$751M$637M$521M$579M$569M$503M$412M$437M$431M
Interest Expense ··$52M$41M$41M$45M$44M$44M$45M$46M$42M$42M
Other Non-op $-2M$3M$-5M$4M$-16M$-6M$-2M$4M$-2M$2M$-3M$3M
Pretax Income $633M$639M$760M$749M$580M$470M$533M$529M$455M$369M$392M$392M
Income Tax $150M$135M$165M$163M$130M$92M$107M$118M$118M$97M$110M$113M
Net Income $483M$505M$596M$587M$449M$378M$426M$411M$337M$271M$283M$279M
EPS (Basic) $6.41$6.66$7.87$7.74$5.91$4.98$5.62$5.36$4.41$3.57$3.65$3.48
EPS (Diluted) $6.41$6.64$7.85$7.71$5.88$4.94$5.56$5.29$4.36$3.53$3.62$3.45
Shares (Basic) 75,300,00075,700,00075,600,00075,700,00076,000,00075,700,00075,600,00076,412,00076,232,00075,803,00077,126,00079,715,000
Shares (Diluted) 75,300,00075,900,00075,900,00076,000,00076,400,00076,400,00076,500,00077,563,00077,333,00076,758,00077,972,00080,728,000
EBITDA $699M$677M$885M$871M$740M$604M$656M$647M$587M$493M$510M$508M
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $580M$621M$534M$430M$855M$1.03B$633M$466M$376M$236M$328M$509M
Receivables $512M$461M$419M$431M$355M$288M$298M$314M$294M$273M$260M$256M
Inventory $479M$430M$421M$471M$370M$290M$293M$280M$260M$253M$239M$238M
Other Current Assets $62M$76M$63M$55M$96M$48M$37M$34M$74M$61M$36M$73M
Current Assets $1.64B$1.59B$1.45B$1.40B$1.68B$1.66B$1.26B$1.09B$1.00B$823M$863M$1.08B
PP&E (Net) $468M$460M$430M$382M$327M$298M$280M$281M$258M$248M$241M$220M
PP&E (Gross) $1.12B$1.05B$976M$899M$832M$781M$737M$715M$676M$641M$634M$604M
Accum. Depreciation $654M$590M$546M$517M$505M$482M$457M$434M$418M$393M$393M$384M
Goodwill $3.41B$3.25B$2.84B$2.64B$2.17B$1.90B$1.78B$1.70B$1.70B$1.63B$1.40B$1.32B
Intangibles $1.25B$1.28B$1.01B$948M$597M$416M$388M$383M$415M$436M$288M$271M
Other Non-current Assets $154M$156M$138M$145M$147M$148M$104M$19M$18M$16M$17M$16M
Total Assets $6.93B$6.75B$5.87B$5.51B$4.92B$4.41B$3.81B$3.47B$3.40B$3.15B$2.81B$2.90B
Accrued Liabilities $297M$279M$272M$289M$260M$209M$180M$188M$185M$153M$154M$163M
Short-term Debt ····$0$100.0K$388.0K$483.0K$258.0K$1M$1M$99M
Current Liabilities $575M$630M$500M$544M$480M$399M$358M$365M$361M$309M$310M$412M
Capital Leases $94M$102M$98M$97M$93M$94M$70M$0····
Deferred Tax $303M$267M$292M$264M$196M$164M$147M$128M$138M$166M$110M$130M
Other Non-current Liabilities $202M$195M$207M$196M$247M$267M$197M$138M$156M$121M$102M$114M
Total Liabilities $2.90B$2.95B$2.32B$2.47B$2.11B$1.87B$1.55B$1.48B$1.51B$1.61B$1.36B$1.42B
Long-term Debt $1.83B$1.97B$1.33B$1.48B$1.20B$1.05B$851M$851M$862M$1.02B$847M$866M
Total Debt $1.82B$1.96B$1.33B$1.47B$1.19B$1.04B$850M$849M$859M$1.02B$842M$963M
Common Stock $900.0K$900.0K$900.0K$900.0K$900.0K$900.0K$899.0K$901.0K$902.0K$902.0K$902.0K$898.0K
Retained Earnings $4.50B$4.23B$3.93B$3.53B$3.13B$2.84B$2.62B$2.34B$2.06B$1.83B$1.67B$1.48B
Treasury Stock $1.42B$1.17B$1.19B$1.18B$1.05B$1.06B$986M$957M$800M$787M$757M$554M
AOCI $58M$-131M$-46M$-126M$-70M$-14M$-127M$-129M$-90M$-202M$-146M$-92M
Stockholders' Equity $4.03B$3.79B$3.54B$3.04B$2.80B$2.54B$2.26B$1.99B$1.89B$1.54B$1.44B$1.49B
Liabilities + Equity $6.93B$6.75B$5.87B$5.51B$4.92B$4.41B$3.81B$3.47B$3.40B$3.15B$2.81B$2.90B
Shares Outstanding 90,100,00090,100,00090,100,00090,100,00090,100,000·······
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A ··$152M$120M$103M$84M$77M$78M$84M$87M$78M$77M
Stock-based Comp $27M$26M$22M$22M$20M$15M$22M$25M$24M$20M$20M$21M
Deferred Tax $13M$-19M$-15M$-18M$-6M$8M$7M$-4M$-34M$-17M$-339.0K$-9M
Amort. of Intangibles $131M$107M$95M$69M$56M$42M$37M$38M$46M$49M$42M$43M
Restructuring $20M$9M$10M$5M$8M$9M$21M$12M$8M$4M$11M$14M
Other Non-cash ··$-39M$-152M$-1M$80M$-9M$-29M$21M$39M$-20M$-456.0K
Operating Cash Flow $680M$668M$717M$557M$565M$569M$528M$479M$433M$400M$360M$368M
CapEx $64M$65M$90M$68M$73M$52M$51M$56M$44M$38M$44M$48M
Investing Cash Flow $-138M$-1.01B$-284M$-917M$-698M$-173M$-137M$-81M$-55M$-509M$-210M$-72M
Debt Issued $0$497M$100M$200M$499M$499M$0·····
Net Debt Issued $-100M$447M$-150M$200M$149M·······
Stock Repurchased $248M$0$24M$148M$0$110M$55M$174M$29M$57M$211M$220M
Net Stock Activity $-248M$0$-24M$-148M$0$-110M$-55M$-174M$-29M$-57M$-211M$-220M
Dividends Paid $213M$205M$191M$177M$161M$152M$147M$127M$111M$103M$96M$86M
Financing Cash Flow $-633M$466M$-345M$-38M$-10M$-43M$-228M$-290M$-277M$47M$-296M$-184M
Net Change in Cash $-53M$105M$104M$-425M$-170M$393M$166M$90M$140M$-92M$-181M$70M
Taxes Paid $135M$171M$200M·········
Free Cash Flow $617M$603M$627M$489M$493M$518M$477M$423M$389M$362M$317M$320M
Levered FCF ··$586M$458M$461M$482M$442M$389M$356M$328M$287M$290M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 44.5%44.2%44.2%44.8%44.3%43.7%45.1%45.0%44.9%44.0%44.8%44.2%
Operating Margin 20.2%20.7%22.4%23.6%23.0%22.1%23.2%22.9%22.0%19.2%21.4%20.1%
Net Margin 14.0%15.4%18.2%18.4%16.2%16.1%17.1%16.5%14.7%12.8%14.0%13.0%
Pretax Margin 18.3%19.6%23.2%23.5%21.0%20.0%21.4%21.3%19.9%17.4%19.4%18.3%
EBITDA Margin 20.2%20.7%27.0%27.4%26.8%25.7%26.3%26.0%25.7%23.3%25.2%23.7%
ROA 7.1%8.0%10.5%11.3%9.6%9.2%11.7%11.9%10.3%9.1%9.9%9.7%
ROE 12.3%13.8%18.1%20.1%16.8%15.3%19.2%20.2%19.7%18.1%19.3%18.3%
ROIC 9.1%9.3%11.8%13.1%12.4%11.7%14.8%15.5%13.6%11.7%13.6%12.5%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.92.52.92.63.54.23.53.02.82.72.82.6
Quick Ratio 1.91.71.91.62.53.32.62.11.91.61.91.9
Debt / Equity 0.50.50.40.50.40.40.40.40.50.70.60.6
LT Debt / Equity 0.50.50.40.50.40.40.40.40.50.70.60.5
Interest Coverage ··14.218.515.511.613.112.911.28.910.410.3
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.50.50.60.60.60.60.70.70.70.70.70.7
Inventory Turnover 4.24.34.14.24.74.54.85.14.94.84.75.1
Receivables Turnover 7.17.47.78.18.68.08.27.98.17.97.88.4
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $44.70$42.12··········
Revenue / Share $45.92$43.07$43.13$41.87$36.19$30.78$32.63$32.02$29.58$27.53$25.92$26.61
Cash Flow / Share $9.04$8.80$9.44$7.33$7.40$7.45$6.91$6.18$5.60$5.21$4.62$4.56
Cash / Share $6.44$6.89··········
Dividend / Share $2.84$2.76$2.56$2.40$2.16$2.00$2.00$1.72$1.48$1.36$1.28$1.12
EPS (TTM) $6.41$6.64$7.85$7.71$5.88$4.94$5.56$5.29$4.36$3.53$3.62$3.45
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5.8%-0.16%2.9%15.1%17.6%·······
Revenue CAGR 3Y 2.8%5.7%11.7%·········
Revenue CAGR 5Y 8.0%···········
EPS YoY -3.5%-15.4%1.8%31.1%19.0%·······
EPS CAGR 3Y -6.0%4.1%16.7%·········
EPS CAGR 5Y 5.3%···········
Net Income YoY -4.3%-15.3%1.6%30.6%18.9%·······
Net Income CAGR 3Y -6.3%4.0%16.4%·········
Net Income CAGR 5Y 5.0%···········
Dividends Paid CAGR 5Y 7.0%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $3.46B$3.27B$3.27B$3.18B$2.76B$2.35B$2.49B$2.48B$2.29B$2.11B$2.02B$2.15B
Net Income TTM $483M$505M$596M$587M$449M$378M$426M$411M$337M$271M$283M$279M
Market Cap $16.03B$18.86B··········
Enterprise Value $17.27B$20.20B··········
P/E 27.831.527.729.640.240.330.923.930.325.521.222.6
P/S 4.65.8··········
P/B 4.05.0··········
P / Cash Flow 23.628.2··········
P / FCF 26.031.3··········
EV / EBITDA 24.729.8··········
EV / FCF 28.033.5··········
EV / Revenue 5.06.2··········
Dividend Yield 1.3%1.1%··········
Earnings Yield 3.6%3.2%3.6%3.4%2.5%2.5%3.2%4.2%3.3%3.9%4.7%4.4%
Payout Ratio 44.0%40.6%32.0%30.2%35.9%40.2%34.6%31.1%33.0%37.9%34.0%30.7%
Annual Payout $213M$205M$191M$177M$161M$152M$147M$127M$111M$103M$96M$86M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $3.46B $3.27B $3.27B $3.18B $2.76B
Gross Margin % 44.5% 44.2% 44.2% 44.8% 44.3%
Operating Margin % 20.2% 20.7% 22.4% 23.6% 23.0%
Net Income $483M $505M $596M $587M $449M
Diluted EPS $6.41 $6.64 $7.85 $7.71 $5.88

Institutional owners (13F) 738 filers · $18.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 738
Value held $18.3B
New positions 91
Exited positions 67
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
91 (-31 vs prior Q) 67 (+14 vs prior Q) 252 (+25 vs prior Q) 209 (+6 vs prior Q) +777K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,600,145,378 8,992,612 8.72% Shares
BlackRock, Inc. $1,301,392,952 5,734,272 7.09% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,099,437,488 4,844,404 5.99% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $847,484,179 3,734,233 4.62% Shares
STATE STREET CORP $752,882,341 3,317,393 4.10% Shares
PRIMECAP MANAGEMENT CO/CA/ $748,951,342 3,300,072 4.08% Shares
MORGAN STANLEY $639,878,493 2,819,465 3.49% Shares
MILLENNIUM MANAGEMENT LLC $537,833,826 2,369,834 2.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $474,309,293 2,097,826 2.58% Shares
NORDEA INVESTMENT MANAGEMENT AB $418,977,232 1,842,144 2.28% Shares
Invesco Ltd. $340,543,697 1,500,523 1.86% Shares
Amundi $331,016,860 1,458,979 1.80% Shares
VICTORY CAPITAL MANAGEMENT INC $327,686,296 1,443,870 1.79% Shares
Pictet Asset Management Holding SA $285,605,987 1,258,476 1.56% Shares
WELLINGTON MANAGEMENT GROUP LLP $258,545,299 1,139,217 1.41% Shares
Alyeska Investment Group, L.P. $236,641,446 1,042,703 1.29% Shares
Impax Asset Management Group plc $218,325,851 962,000 1.19% Shares
NORGES BANK $208,008,299 916,538 1.13% Shares
Point72 Asset Management, L.P. $205,602,175 905,936 1.12% Shares
DIMENSIONAL FUND ADVISORS LP $192,824,438 849,649 1.05% Shares
Balyasny Asset Management L.P. $192,131,558 846,581 1.05% Shares
UBS Group AG $187,255,990 825,098 1.02% Shares
Fenimore Asset Management Inc $176,197,086 772,862 0.96% Shares
NORTHERN TRUST CORP $173,302,425 763,615 0.94% Shares
Fisher Asset Management, LLC $169,943,649 748,815 0.93% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $162,741,533 717,081 0.89% Shares
CITADEL ADVISORS LLC $160,310,218 706,368 0.87% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $155,157,091 683,662 0.85% Shares
FLOSSBACH VON STORCH SE $146,806,466 646,867 0.80% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $137,239,907 604,718 0.75% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $137,156,296 723,589 0.75% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $116,553,350 513,564 0.64% Shares
TWO SIGMA INVESTMENTS, LP $111,467,173 491,153 0.61% Shares
FIRST TRUST ADVISORS LP $111,462,871 491,135 0.61% Shares
JPMORGAN CHASE & CO $102,597,150 450,855 0.56% Shares
Freestone Grove Partners LP $102,522,847 451,742 0.56% Shares
Legal & General Group Plc $100,971,420 444,906 0.55% Shares
SNYDER CAPITAL MANAGEMENT L P $100,074,056 440,952 0.55% Shares
DEUTSCHE BANK AG\ $96,885,182 426,901 0.53% Shares
VANGUARD FIDUCIARY TRUST CO $94,298,860 415,505 0.51% Shares
JANE STREET GROUP, LLC $93,466,634 411,838 0.51% Shares
HSBC HOLDINGS PLC $91,474,457 403,063 0.50% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $89,398,555 393,913 0.49% Shares
Boston Trust Walden Corp $88,554,760 390,195 0.48% Shares
Alecta Tjanstepension Omsesidigt $86,066,805 379,500 0.47% Shares
GOLDMAN SACHS GROUP INC $84,590,618 372,728 0.46% Shares
BANK OF AMERICA CORP /DE/ $80,585,992 355,083 0.44% Shares
Bank of New York Mellon Corp $79,438,353 350,026 0.43% Shares
Findlay Park Partners LLP $72,918,808 321,299 0.40% Shares
FMR LLC $72,643,523 320,087 0.40% Shares

Show all 738 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
IDEX Corporation (, Nano Merger Sub, Inc. ( March 7, 2011 · Initial filing M&A / sale SEC
Gabelli Funds, LLC I.D. NO., GAMCO Asset Management, Inc. I.D. NO., GGCP, Inc. I.D. NO., GAMCO Investors, Inc. I.D. NO., Mario J. Gabelli ×5 filings Dec. 22, 2005 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 58 insiders · 30 officers · 22 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Eric D Ashleman CEO and President May 11, 2026 M 66,658 0 2 $-3,311,232
Andrew K Silvernail Chairman and CEO Nov. 30, 2020 G 34,903 0 0 $0
Sean M. Gillen SVP, Chief Financial Officer Feb. 19, 2026 A 19,005 0 0 $0
Akhil Mahendra Interim CFO June 5, 2025 S 5,035 0 0 $0
Abhishek Khandelwal SVP, Chief Financial Officer Feb. 20, 2025 A 6,935 0 0 $0
William K Grogan Chief Financial Officer Feb. 23, 2023 A 17,203 0 0 $0
Dominic A Romeo VP and CFO Feb. 25, 2011 S 15,765 0 0 $0
Wayne P Sayatovic Senior VP-Finance & CFO Nov. 7, 2003 G 198,650 0 0 $0
Tara M. Tereso Group Executive, HST Sept. 16, 2026 F 5,408 0 0 $0
William L. Simmons Group Executive, FMT & FSDP Sept. 16, 2026 F 2,674 0 0 $0
Allison S Lausas VP, Chief Accounting Officer Aug. 29, 2026 F 3,302 0 0 $0
Roopa Unnikrishnan SVP, Strategy&Corp Development Feb. 20, 2025 A 1,170 0 0 $0
Melissa S Flores SVP, CHRO Feb. 20, 2025 A 2,516 0 0 $0
Marc Uleman Senior VP, Group Executive HST Feb. 23, 2023 A 3,296 0 0 $0
Melissa Aquino Former SVP, Group Exec FMT&FSD Jan. 4, 2023 D 0 0 0 $0
Denise R Singleton SVP, General Counsel &Corp Sec Feb. 16, 2022 F 10,200 0 0 $0
Daniel J Salliotte SVP, Corporate Development Feb. 16, 2022 F 11,144 0 0 $0
Michael J Yates VP-Chief Accounting Officer Feb. 25, 2021 A 19,408 0 0 $0
Jeffrey D Bucklew SVP-Chief HR Officer Aug. 25, 2020 M 0 0 0 $0
James P. Maclennan SVP-CHIEF INFORMATION OFFICER Feb. 7, 2020 F 9,258 0 0 $0
Frank J Notaro Secretary Nov. 19, 2015 M 4,330 0 0 $0
Brett E Finley SVP - Group Executive Oct. 23, 2015 M 18,737 0 0 $0
Kevin G. Hostetler VP - Group Executive Nov. 30, 2011 M 35,598 0 0 $0
Harold Morgan VP - Human Resources Feb. 22, 2011 A 14,800 0 0 $0
John L Mcmurray VP - Group Executive Feb. 17, 2011 M 27,702 0 0 $0
Bradley A Spiegel VP-Group Exec/Comm Excellence April 8, 2008 A 53,801 0 0 $0
David T Windmuller Vice President-Group Executive Nov. 23, 2005 M 4,963 0 0 $0
Clinton L Kooman VP - CONTROLLER Sept. 22, 2005 S 81,057 0 0 $0
Douglas C Lennox Vice President - Treasurer July 29, 2005 A 60,149 0 0 $0
Dennis L Metcalf VP - Corporate Development May 24, 2004 M 129 0 0 $0
Stephanie Disher Director May 6, 2026 A 1,880 0 0 $0
Alejandro Quiroz Director May 6, 2026 A 4,030 0 0 $0
Stanfield Paris Watts Director May 6, 2026 A 4,195 0 0 $0
Lakecia N Gunter Director May 6, 2026 A 4,925 0 0 $0
Mark A Beck Director May 6, 2026 A 7,755 0 0 $0
Matthijs Glastra Director May 6, 2026 A 1,880 0 0 $0
Carl R Christenson Director May 6, 2026 A 7,156 1 0 $101,646
Katrina L Helmkamp Director May 6, 2026 A 14,235 0 0 $0
Mark A Buthman Director May 6, 2026 A 10,025 0 0 $0
Livingston Satterthwaite Director May 7, 2024 A 14,747 0 0 $0
David C Parry Director May 7, 2024 A 21,830 0 0 $0
William M Cook Director May 6, 2022 A 24,114 0 0 $0
Cynthia J Warner Director May 7, 2020 A 9,825 0 0 $0
Michael T Tokarz Director Feb. 27, 2015 S 329,789 0 0 $0
Bradley J Bell Director Jan. 7, 2015 M 50,501 0 0 $0
Lawrence D Kingsley Director Aug. 29, 2011 M 520,184 0 0 $0
Frank S Hermance Director July 29, 2011 A 5,516 0 0 $0
Neil A Springer Director July 30, 2010 M 24,846 0 0 $0
Gregory B Kenny Director Jan. 1, 2008 A 2,025 0 0 $0
Paul E Raether Director April 1, 2006 A 209,902 0 0 $0
Lisa M Anderson · Aug. 12, 2026 M 4,327 0 1 $-91,857
MROZEK ERNEST J · May 12, 2021 A 11,220 0 0 $0
Gregory F Milzcik · March 10, 2017 A 6,665 0 0 $0
Heath A Mitts · May 20, 2016 S 28,041 0 0 $0
Ruby R Chandy · Feb. 21, 2012 A 7,026 0 0 $0
Kimberly K Bors · April 8, 2008 A 21,396 0 0 $0
Dennis K Williams · March 29, 2006 M 157,677 0 0 $0
Thomas F Giordano · March 22, 2005 A 1,290 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 120 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PHO · Invesco Exchange-Traded Fund Trust 3.28% 290,220 SH Oct. 23, 2026 Daily
PIO · Invesco Exchange-Traded Fund Trust … 1.55% 18,451 SH Oct. 23, 2026 Daily
RSPN · Invesco Exchange-Traded Fund Trust 1.21% 38,904 SH Oct. 23, 2026 Daily
SPLV · Invesco Exchange-Traded Fund Trust … 0.81% 263,230 SH Oct. 23, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 0.78% 6,167 SH Oct. 23, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.67% 9,566 NS July 31, 2026 N-PORT
RCGE · EA Series Trust 0.48% 2,088 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.44% 12,506 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.36% 1,077,446 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 30,096 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.29% 12,388 SH Sept. 11, 2026 Daily
SOVF · Elevation Series Trust 0.25% 951 NS July 31, 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.24% 24,262 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.23% 90,053 SH Aug. 19, 2026 Daily
FXR · First Trust Exchange-Traded AlphaDE… 0.23% 7,325 NS July 31, 2026 N-PORT
TRFM · ETF Series Solutions 0.23% 2,446 NS July 31, 2026 N-PORT
DUSL · Direxion Shares ETF Trust 0.22% 547 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.21% 4,079 SH Sept. 11, 2026 Daily
IYJ · iShares Trust 0.21% 17,567 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.20% 1,697,314 SH Aug. 19, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.20% 871,898 SH Oct. 23, 2026 Daily
EUSA · iShares, Inc. 0.19% 16,646 SH Sept. 11, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 62,610 NS July 31, 2026 N-PORT
EXI · iShares Trust 0.16% 10,514 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.16% 110,634 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.16% 8,383 SH Sept. 11, 2026 Daily
SMIN · iShares Trust 0.15% 916,810 SH Sept. 11, 2026 Daily
PEXL · Pacer Funds Trust 0.14% 305 NS July 31, 2026 N-PORT
DEUS · DBX ETF Trust 0.13% 1,701 NS Aug. 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.13% 3,787,000 Oct. 23, 2026 Daily
IWR · iShares Trust 0.12% 303,109 SH Sept. 11, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.11% 3,422,000 Oct. 22, 2026 Daily
DFAT · Dimensional ETF Trust 0.10% 64,354 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.09% 92 SH Sept. 11, 2026 Daily
SPMO · Invesco Exchange-Traded Fund Trust … 0.09% 81,246 SH Oct. 23, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.08% 112,000 Oct. 23, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.08% 4,538 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.07% 49,228 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.07% 418,144 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.07% 295,657 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.07% 1,603 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.07% 4,427 SH Sept. 11, 2026 Daily
SPXD · DBX ETF Trust 0.06% 20 NS Aug. 31, 2026 N-PORT
PWS · Pacer Funds Trust 0.06% 64 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.06% 17,111 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.06% 2,095 SH Oct. 23, 2026 Daily
DFSU · Dimensional ETF Trust 0.06% 5,719 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.06% 8,082 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.06% 122,810 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.05% 64,421 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 105,386 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.05% 44,675 SH Aug. 19, 2026 Daily
MNZL · EA Series Trust 0.05% 58 NS July 31, 2026 N-PORT
USSG · DBX ETF Trust 0.05% 1,261 NS Aug. 31, 2026 N-PORT
SUSL · iShares Trust 0.05% 2,584 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.05% 11,324 SH Sept. 11, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.05% 915 NS July 31, 2026 N-PORT
HLAL · Listed Funds Trust 0.05% 1,865 NS Aug. 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 1,594 SH Oct. 23, 2026 Daily
DGRO · iShares Trust 0.04% 85,815 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 164,290 SH Sept. 11, 2026 Daily
EGLE · Global X Funds 0.04% 4 NS July 31, 2026 N-PORT
WRND · New York Life Investments ETF Trust 0.04% 19 NS July 31, 2026 N-PORT
SNPE · DBX ETF Trust 0.04% 5,263 NS Aug. 31, 2026 N-PORT
CATH · Global X Funds 0.03% 1,886 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.03% 2,396 SH Oct. 23, 2026 Daily
EEMS · iShares, Inc. 0.03% 101,491 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.03% 3,895 SH Sept. 11, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.03% 1,921,925 SH Aug. 19, 2026 Daily
TOPC · iShares Trust 0.03% 44 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.03% 15,961 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.03% 82 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.03% 4,095 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.03% 2,754 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.03% 10 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.03% 861 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.03% 5,789 SH Oct. 23, 2026 Daily
PTLC · Pacer Funds Trust 0.03% 3,795 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 11,886 SH Oct. 23, 2026 Daily
XCLR · Global X Funds 0.03% 4 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.03% 11,935 SH Oct. 23, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.03% 442 SH Oct. 23, 2026 Daily
IVV · iShares Trust 0.03% 932,931 SH Sept. 11, 2026 Daily
XRMI · Global X Funds 0.02% 54 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.02% 22,445 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.02% 279 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.02% 1,160 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.02% 5 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.02% 1,769 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.02% 3,226 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 51,092 SH Sept. 11, 2026 Daily
DFLV · Dimensional ETF Trust 0.02% 6,720 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.02% 20,673 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.02% 96,152 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.02% 59 SH Oct. 23, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.02% 513 NS July 31, 2026 N-PORT
KOKU · DBX ETF Trust 0.02% 739 NS Aug. 31, 2026 N-PORT
TOK · iShares Trust 0.02% 218 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 2,349,660 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 607,786 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 12,220 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 6,225 SH Aug. 19, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.02% 5,787 NS July 31, 2026 N-PORT
NUMV · Nushares ETF Trust 0.02% 363 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.02% 6,541 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.02% 8,072 SH Oct. 23, 2026 Daily
ACWI · iShares Trust 0.02% 24,379 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.01% 319 NS July 31, 2026 N-PORT
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 1,528,612 SH Aug. 19, 2026 Daily
IEMG · iShares, Inc. 0.00% 5,903,381 SH Sept. 10, 2026 Daily
DFAS · Dimensional ETF Trust 0.00% 2,716 NS July 31, 2026 N-PORT
IXUS · iShares Trust 0.00% 1,303,915 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 6,364,178 SH Aug. 19, 2026 Daily
VWO · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 6,125,755 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.00% 81,790 SH Aug. 19, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
ISCB · iShares Trust · 3,081 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 6,571 SH Sept. 11, 2026 Daily

IEX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 20 analysts BUY
Median target $259.00 +11.1%
6 30.0% Strong Buy
8 40.0% Buy
6 30.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

14 analysts · 2026-10-26

Mean target $256.57 +10.0%

Now Current price $233.16
Low$215.00 Mean$256.57 High$285.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IEX $16.03B 27.8 5.8% 14.0% 12.3% 44.5%
SYM $30.81B -325.9 25.7% -0.75% -8.1% 18.8%
FTV $17.30B 31.9 1.9% 13.9% 7.0% 63.5%
SNA · 18.3 0.93% 19.7% 18.0% ·
NDSN $12.97B 27.3 3.8% 17.3% 16.1% ·
ITT · 28.4 8.5% 12.4% 14.2% 35.4%
LECO $13.14B 25.7 5.6% 12.3% 36.5% 36.2%
RBC $17.42B 58.6 14.3% 15.4% 8.8% 44.4%
SWK $11.86B 28.9 -1.5% 2.7% 4.4% ·
WTS · 27.1 8.3% 14.0% 17.4% 49.5%
MLI $13.13B 17.2 10.9% 18.3% 25.6% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 29, 2026