IDEX
About: Idex manufactures pumps, flow meters, valves, and fluidic systems for customers in a variety of end markets, including industrial, fire and safety, life science, and water. The firm's business is organized into three segments: fluid and metering technologies, health and science technologies, and fire and safety and diversified products. Based in Lake Forest, Illinois, Idex has manufacturing operations in over 20 countries and has over 7,000 employees. The company generated $3.3 billion in revenue in 2024.
Employees: 9,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
37% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 54
21% more call options, than puts
Call options by funds: $7.33M | Put options by funds: $6.05M
2% more funds holding
Funds holding: 599 [Q3] → 609 (+10) [Q4]
1.64% more ownership
Funds ownership: 96.99% [Q3] → 98.62% (+1.64%) [Q4]
1% less capital invested
Capital invested by funds: $15.7B [Q3] → $15.6B (-$104M) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 214
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
DA Davidson Matt Summerville 14% 1-year accuracy 3 / 21 met price target | 19%upside $215 | Neutral Maintained | 19 Feb 2025 |
RBC Capital Deane Dray 32% 1-year accuracy 17 / 53 met price target | 35%upside $245 | Outperform Maintained | 6 Feb 2025 |
Citigroup Vladimir Bystricky 0% 1-year accuracy 0 / 10 met price target | 47%upside $267 | Buy Maintained | 13 Jan 2025 |
Financial journalist opinion









