Is IDEX Corporation (IEX) a Buy, Sell, or Hold?
NYSE : IEX
IDEX Corporation — Institutional Ownership
$223.16 USD
$1.97 (0.89%)
- Volume
- 837.6K
- Average Volume
- 694.63K
- Market Capitalization
- $16.52B
- P/E Ratio
- 32.96
- Dividend Yield
- 1.29%
- Price Target
- $250.00
- Year High
- $231.70
- Year Low
- $157.25
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.42
- Current Ratio
- $3.39
Institutional Ownership Summary
Institutional Ownership %
2.41%
Investors Holding
101
change: -580 | last: 681
Increased Positions
47
change: -295 | last: 342
Reduced Positions
20
change: -185 | last: 205
New Positions
12
change: -97 | last: 109
Sold Positions
583
change: 516 | last: 67
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -86.7555 | last: 0.8676
Total Invested
400.16M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-15 | Wellington Management Group LLP | 1.74M | 2.30% |
| 2026-04-30 | Vanguard Capital Management | 5.59M | 7.53% |
| 2026-04-29 | Vanguard Portfolio Management | 3.78M | 5.09% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-08-12 | Wellington Management Group LLP | 6.27M | 8.30% |
| 2025-05-12 | Wellington Management Group LLP | 5.05M | 6.70% |
| 2025-02-10 | Wellington Management Group LLP | 4.22M | 5.60% |
| 2024-10-07 | 52-0556948 | 3.39M | 4.50% |
| 2024-10-07 | 52-0556948 | 3.39M | 4.50% |
| 2024-02-12 | 52-0556948 | 7.41M | 9.80% |
| 2024-02-12 | 52-0556948 | 7.41M | 9.80% |
| 2022-02-14 | 52-0556948 | 3.79M | 4.90% |
| 2022-02-14 | 52-0556948 | 3.79M | 4.90% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 8.75M | 11.51% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 8.75M | 11.51% |
| 2021-02-16 | 95-1411037 | 13.0 | 2.80% |
| 2021-02-16 | 52-0556948 | 5.52M | 7.20% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 8.43M | 11.13% |
| 2021-01-29 | (1) BlackRock, Inc. | 5.95M | 7.90% |
| 2020-02-14 | Capital World Investors ** | 5.75M | 7.50% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 8.28M | 10.88% |
| 2020-02-05 | (1) BlackRock, Inc. | 6.68M | 8.80% |
| 2019-02-14 | 52-0556948 | 6.02M | 7.80% |
| 2019-02-12 | Wellington Group Holdings LLP | 3.52M | 4.59% |
| 2019-02-12 | Wellington Investment Advisors Holdings LLP | 3.52M | 4.59% |
| 2019-02-12 | Wellington Management Group LLP | 3.52M | 4.59% |
| 2019-01-28 | (1) BlackRock, Inc. | 7.98M | 10.40% |
| 2018-07-10 | (1) BlackRock, Inc. | 7.92M | 10.30% |
| 2018-02-14 | Eaton Vance Management 04-3101341 | 3.47M | 11.00% |
| 2018-02-14 | Eaton Vance Management 04-3101341 | 3.47M | 11.00% |
| 2018-02-08 | Wellington Management Company LLP | 4M | 5.24% |
| 2018-02-08 | Wellington Investment Advisors Holdings LLP | 4.12M | 5.39% |
| 2018-02-08 | Wellington Management Group LLP | 4.12M | 5.39% |
| 2018-02-08 | (1) BlackRock, Inc. | 7.34M | 9.60% |
| 2018-02-08 | Wellington Group Holdings LLP | 4.12M | 5.39% |
| 2017-02-15 | Eaton Vance Management 04-3101341 | 4.43M | 11.00% |
| 2017-02-15 | Eaton Vance Management 04-3101341 | 4.43M | 11.00% |
| 2017-01-25 | (1) BlackRock, Inc. | 6.04M | 7.90% |
| 2016-02-12 | Eaton Vance Management 04-3101341 | 4.12M | 11.00% |
| 2016-02-12 | Eaton Vance Management 04-3101341 | 4.12M | 11.00% |
| 2016-01-26 | (1) BlackRock, Inc. | 5.52M | 7.20% |
| 2015-01-30 | (1) BlackRock, Inc. | 5.05M | 6.40% |
| 2014-02-11 | Vanguard Group - 23-1945930 | 4.76M | 5.87% |
| 2014-02-07 | Identification #52-2069785 (formerly 13-2631108) | 3.97M | 11.00% |
| 2014-02-07 | Identification #52-2069785 (formerly 13-2631108) | 3.97M | 11.00% |
| 2014-01-29 | (1) BlackRock, Inc. | 5.11M | 6.30% |
| 2014-01-28 | JPMorgan Chase & Co. | 4.12M | 5.00% |
| 2013-02-11 | Identification #52-2069785 (formerly 13-2631108) | 4.88M | 11.00% |
| 2013-02-11 | Identification #52-2069785 (formerly 13-2631108) | 4.88M | 11.00% |
| 2013-02-06 | (1) BlackRock, Inc. | 5.29M | 6.40% |
| 2013-01-29 | Eaton Vance Management 04-3101341 | 2.66M | 11.00% |
| 2013-01-14 | Eaton Vance Management 04-3101341 | 4.33M | 11.00% |
| 2013-01-14 | Eaton Vance Management 04-3101341 | 4.33M | 11.00% |
| 2011-08-10 | 52-0556948 | 8.5M | 10.20% |
| 2011-08-10 | 52-1784828 | 4.68M | 5.60% |
| 2011-02-10 | 52-1784828 | 4.5M | 5.40% |
| 2011-02-10 | 52-0556948 | 7.91M | 9.60% |
| 2010-02-12 | 52-1784828 | 4.5M | 5.50% |
| 2010-02-12 | 52-0556948 | 8.02M | 9.90% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 4.75M | 5.88% |
| 2009-04-09 | 52-0556948 | 7.97M | 10.00% |
| 2009-04-09 | 52-1784828 | 4.5M | 5.60% |
| 2009-02-13 | ARIEL INVESTMENTS, LLC | 4.24M | 4.00% |
| 2008-02-15 | (13-3669571) | 3.68M | 4.52% |
| 2008-02-15 | (13-4186328) | 677.51K | 0.83% |
| 2008-02-15 | George S. Loening | 4.36M | 5.35% |
| 2008-02-13 | 52-0556948 | 7.53M | 9.20% |
| 2007-02-14 | (13-3669571) | 3.37M | 6.28% |
| 2007-02-14 | (13-4186328) | 751.95K | 1.40% |
| 2007-02-14 | Edward C. Johnson 3d | 3.02M | 5.63% |
| 2007-02-14 | FMR Corp. | 3.02M | 5.63% |
| 2007-02-14 | George S. Loening | 4.12M | 7.68% |
| 2004-02-13 | 13-5521910 | 404.81K | 1.23% |
| 2003-02-13 | 13-5521910 | 2.34M | 7.21% |
| 2002-02-12 | 13-5521910 | 1.61M | 5.26% |
| 2001-02-14 | Edward C. Johnson 3d | 1.37M | 4.54% |
| 2001-02-14 | FMR Corp. | 1.37M | 4.54% |
| 2001-02-14 | Abigail P. Johnson | 1.37M | 4.54% |
| 1999-02-12 | Edward C. Johnson 3d | 2.44M | 8.32% |
| 1999-02-12 | Abigail P. Johnson | 2.44M | 8.32% |
| 1999-02-12 | FMR Corp. | 2.44M | 8.32% |
| 1998-02-10 | Edward C. Johnson 3d | 2.84M | 9.70% |
| 1998-02-10 | FMR Corp. | 2.84M | 9.70% |
| 1998-02-10 | Abigail P. Johnson | 2.84M | 9.70% |
| 1998-02-06 | Abigail P. Johnson | 2.95M | 10.07% |
| 1998-02-06 | Edward C. Johnson 3d | 2.95M | 10.07% |
| 1998-02-06 | FMR Corp. | 2.95M | 10.07% |
| 1997-02-11 | Abigail P. Johnson | 1.45M | 7.52% |
| 1997-02-11 | 04-2507163) | 1.45M | 7.52% |
| 1997-02-11 | Edward C. Johnson 3d | 1.45M | 7.52% |
| 1997-02-07 | 04-2507163) | 2.1M | 7.28% |
| 1997-02-07 | Edward C. Johnson 3d | 2.1M | 7.28% |
| 1997-02-07 | Abigail P. Johnson | 2.1M | 7.28% |
| 1996-02-14 | ###-##-####) | 1.62M | 8.47% |
| 1996-02-14 | ###-##-####) | 1.62M | 8.47% |
| 1996-02-14 | 04-2507163) | 1.62M | 8.47% |
IEX Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $177.94 | 75.3M | $13.4B | $580M | $1.85B | $14.67B |
| 2024-12-31 | $209.29 | 75.7M | $15.84B | $620.8M | $1.99B | $17.21B |
| 2023-12-31 | $217.11 | 75.6M | $16.41B | $534.3M | $1.45B | $17.33B |
| 2022-12-31 | $228.33 | 75.7M | $17.28B | $430.2M | $1.59B | $18.44B |
| 2021-12-31 | $236.32 | 76M | $17.96B | $855.4M | $1.3B | $18.41B |
| 2020-12-31 | $199.20 | 75.74M | $15.09B | $1.03B | $1.16B | $15.22B |
| 2019-12-31 | $172.00 | 75.59M | $13B | $632.58M | $934.42M | $13.3B |
| 2018-12-31 | $126.26 | 76.41M | $9.65B | $466.41M | $848.82M | $10.03B |
| 2017-12-31 | $131.97 | 76.23M | $10.06B | $375.95M | $859.05M | $10.54B |
| 2016-12-31 | $90.06 | 75.8M | $6.83B | $235.96M | $1.02B | $7.61B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189.55 | 74.3M | $14.08B | $586.2M | $1.9B | $15.4B |
| 2025-12-31 | $177.94 | 74.8M | $13.31B | $580M | $1.85B | $14.58B |
| 2025-09-30 | $162.76 | 75.1M | $12.22B | $593.8M | $1.93B | $13.56B |
| 2025-06-30 | $175.57 | 75.6M | $13.27B | $568.2M | $1.88B | $14.58B |
| 2025-03-31 | $180.97 | 75.7M | $13.7B | $594.1M | $1.97B | $15.07B |
| 2024-12-31 | $209.29 | 75.8M | $15.86B | $620.8M | $1.99B | $17.23B |
| 2024-09-30 | $214.50 | 75.7M | $16.24B | $633.2M | $2.1B | $17.71B |
| 2024-06-30 | $195.89 | 75.7M | $14.83B | $700.7M | $1.32B | $15.45B |
| 2024-03-31 | $240.87 | 75.7M | $18.23B | $616.3M | $1.35B | $18.96B |
| 2023-12-31 | $217.11 | 75.6M | $16.41B | $534.3M | $1.45B | $17.33B |
| 2023-09-30 | $208.02 | 75.6M | $15.73B | $562.7M | $1.44B | $16.6B |
| 2023-06-30 | $215.26 | 75.6M | $16.27B | $457M | $1.6B | $17.41B |