IDEX Corporation (IEX)

Over the past six months, IDEX's stock price has underperformed the S&P500 Index. Key events impacting the stock include earnings reports, dividends, acquisitions, analyst sentiment, and insider and short interest. IDEX reported its Q4 2024 and Q1 2025 results, with record sales and surpassing revenue estimates, respectively. IDEX has maintained a consistent dividend policy, announcing a 2.9% hike in its quarterly dividend rate. Strategic acquisitions have contributed positively to sales. Analysts have shown positive sentiment, raising earnings estimates for IDEX. While IDEX insiders have recently increased their share purchases, short interest in the stock has also risen.

The provided information does not explicitly detail specific demand seasonality for IDEX Corporation's products and services. The company serves a wide array of industries, including industrial, fire and safety, life science, water, agriculture, and energy, which suggests that demand fluctuations in one sector might be offset by stability or growth in others, potentially mitigating significant overall seasonality.

IDEX Corporation operates as an applied solutions provider within the diversified industrial manufacturing sector, specifically in the Fluid Controls industry. The company generates revenue by designing, manufacturing, and selling specialized fluidics systems, health and science technologies, and fire and safety equipment. Its business is organized into three primary segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP).

IDEX Corporation maintains a significant global presence, with operations in 25 countries and 57 manufacturing facilities worldwide. The company's sales distribution extends across North America, Europe, and Asia-Pacific. While headquartered in Northbrook, Illinois, USA, IDEX also has regional offices and operations in key international markets such as China, Latin America (Brazil), India, Germany, the Netherlands, and the United Kingdom.

IDEX Corporation is generally regarded as a leading engineer in its fields, known for its expertise in engineered fluidics and its market leadership in specialized products. Its brand strength is underpinned by a diversified portfolio of highly engineered, mission-critical products and a focus on operational excellence. Strategic acquisitions and established customer relationships further bolster its market position and reputation.

IDEX Corporation's ownership is predominantly institutional, with approximately 97.73% to 99.92% of its stock held by institutional shareholders. The top institutional holders include The Vanguard Group, Inc., Wellington Management Company, LLP, and BlackRock Institutional Trust Company.