Cwm LLC Buys 8,537 Shares of IDEX Corporation $IEX

Key Points

• Cwm LLC raised its stake in IDEX by 144.8% in Q4, buying an additional 8,537 shares to hold 14,431 shares valued at about $2.57 million.
• Analysts rate IDEX as a Moderate Buy with an average target of $228.90, and several firms have raised targets or upgraded coverage (e.g., TD Cowen to $250 and Argus to Buy).
• IDEX beat Q4 estimates with $2.10 EPS (vs. $2.04 expected) and $899.1M revenue, and issued FY2026 guidance of 8.15–8.35 EPS (Q1 guidance 1.73–1.78 EPS).

Cwm LLC raised its position in shares of IDEX Corporation (NYSE:IEX - Free Report) by 144.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,431 shares of the industrial products company's stock after purchasing an additional 8,537 shares during the quarter. Cwm LLC's holdings in IDEX were worth $2,568,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. GoalVest Advisory LLC bought a new position in IDEX in the 4th quarter valued at approximately $26,000. UMB Bank n.a. lifted its position in IDEX by 61.0% in the 3rd quarter. UMB Bank n.a. now owns 198 shares of the industrial products company's stock valued at $32,000 after acquiring an additional 75 shares in the last quarter. CYBER HORNET ETFs LLC bought a new position in IDEX in the 2nd quarter valued at approximately $35,000. Cromwell Holdings LLC increased its holdings in IDEX by 41.1% in the 4th quarter. Cromwell Holdings LLC now owns 199 shares of the industrial products company's stock worth $35,000 after buying an additional 58 shares in the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in IDEX in the 2nd quarter worth about $39,000. 97.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

IEX has been the subject of several research analyst reports. DA Davidson lifted their price objective on IDEX from $180.00 to $195.00 and gave the stock a "neutral" rating in a report on Thursday, February 5th. BMO Capital Markets initiated coverage on IDEX in a report on Friday, March 27th. They issued a "market perform" rating and a $214.00 price objective for the company. TD Cowen lifted their price objective on IDEX from $200.00 to $250.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. Stifel Nicolaus cut their price objective on IDEX from $244.00 to $241.00 and set a "buy" rating for the company in a report on Tuesday, April 14th. Finally, Argus upgraded shares of IDEX from a "hold" rating to a "buy" rating and set a $240.00 price objective on the stock in a research note on Friday, February 6th. Six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, IDEX currently has an average rating of "Moderate Buy" and an average target price of $228.90.

IDEX Stock Down 0.8%

NYSE IEX opened at $204.89 on Friday. The stock's 50-day moving average price is $198.76 and its 200-day moving average price is $186.45. The company has a quick ratio of 2.02, a current ratio of 2.86 and a debt-to-equity ratio of 0.45. IDEX Corporation has a 52 week low of $157.25 and a 52 week high of $217.15. The company has a market capitalization of $15.23 billion, a P/E ratio of 31.96, a price-to-earnings-growth ratio of 2.09 and a beta of 0.99.

IDEX (NYSE:IEX - Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The industrial products company reported $2.10 earnings per share for the quarter, topping analysts' consensus estimates of $2.04 by $0.06. The business had revenue of $899.10 million during the quarter, compared to analyst estimates of $882.00 million. IDEX had a net margin of 13.98% and a return on equity of 15.03%. The company's revenue was up 4.2% on a year-over-year basis. During the same period in the prior year, the business posted $2.04 earnings per share. IDEX has set its Q1 2026 guidance at 1.730-1.780 EPS and its FY 2026 guidance at 8.150-8.35 EPS. On average, equities research analysts predict that IDEX Corporation will post 8.23 earnings per share for the current year.

About IDEX

IDEX Corporation is a diversified industrial manufacturer specializing in the design, production and distribution of highly engineered fluidics systems, measurement technologies and safety solutions. The company's core offerings include positive-displacement pumps, flow meters, valves, sampling systems and analytical instruments that serve a wide range of end markets such as water treatment, chemical processing, energy, food and beverage, and life sciences. Through its focus on precision engineering and proprietary material science, IDEX delivers products designed for reliability in demanding applications.

Operations at IDEX are organized into three principal segments.

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