IEX Smart Money
IDEX Corporation
1W: -0.0%
1M: +1.2%
3M: +1.9%
YTD: +32.0%
1Y: +40.7%
3Y: +26.1%
5Y: +15.1%
$233.21
+2.15 (+0.93%)
Weekly Expected Move ±2.7%
$217
$223
$229
$235
$241
Credit Risk of going bust: lower than 91% of companies Debt: 10.0% of company value Bonds: $26.6M held by 87 funds, 62 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.32 (down 99.4%), IDEX Corporation would be worth roughly what it owes.
Total debt $1.89B against a stock market value of $17.03B.
Distance to default 14.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $929.6M (short-term plus half of long-term), stock volatility 22.1%; Altman Z 5.52. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.32 (down 99.4%), IDEX Corporation would be worth roughly what it owes.
Total debt $1.89B against a stock market value of $17.03B.
Distance to default 14.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $929.6M (short-term plus half of long-term), stock volatility 22.1%; Altman Z 5.52. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026760
Institutions Holding
+31 vs prior
98.3%
Ownership
+17.66%
94
New
254
Increased
277
Reduced
69
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | Tereso Tara M. | officer: group executive, hst | F-Tax Withholding | 290 | $222.84 | $65K | Filing |
| 2026-09-16 | Simmons William L. | officer: group executive, fmt & fsdp | F-Tax Withholding | 218 | $222.84 | $49K | Filing |
| 2026-09-11 | Tereso Tara M. | officer: group executive, hst | F-Tax Withholding | 138 | $221.46 | $31K | Filing |
| 2026-08-29 | Lausas Allison S | officer: vp, chief accounting officer | F-Tax Withholding | 645 | $230.28 | $149K | Filing |
| 2026-08-12 | Anderson Lisa M | officer: svp, gc, cao & corp sec | S-Sale | 385 | $238.59 | $92K | Filing |
| 2026-05-11 | ASHLEMAN ERIC D | officer: ceo and president | S-Sale | 10,470 | $214.95 | $2.3M | Filing |
| 2026-05-11 | ASHLEMAN ERIC D | officer: ceo and president | S-Sale | 4,915 | $215.81 | $1.1M | Filing |
| 2026-05-06 | Watts Stanfield Paris | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Quiroz Alejandro | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Beck Mark A | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | BUTHMAN MARK A | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Christenson Carl R | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Disher Stephanie | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Glastra Matthijs | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Gunter Lakecia N | director | A-Grant/Award | 805 | $— | $0 | Filing |
| 2026-05-06 | Helmkamp Katrina L | director | A-Grant/Award | 1,035 | $— | $0 | Filing |
| 2026-02-23 | Tereso Tara M. | officer: group executive, hst | F-Tax Withholding | 154 | $207.48 | $32K | Filing |
| 2026-02-22 | ASHLEMAN ERIC D | officer: ceo and president | A-Grant/Award | 9,040 | $— | $0 | Filing |
| 2026-02-20 | Lausas Allison S | officer: vp, chief accounting officer | F-Tax Withholding | 179 | $207.86 | $37K | Filing |
| 2026-02-19 | Simmons William L. | officer: group executive, fmt & fsdp | A-Grant/Award | 1,055 | $— | $0 | Filing |
| 2026-02-19 | Tereso Tara M. | officer: group executive, hst | A-Grant/Award | 1,055 | $— | $0 | Filing |
| 2026-02-19 | Lausas Allison S | officer: vp, chief accounting officer | A-Grant/Award | 275 | $— | $0 | Filing |
| 2026-02-19 | Gillen Sean M. | officer: svp, chief financial officer | A-Grant/Award | 2,410 | $— | $0 | Filing |
| 2026-02-19 | Anderson Lisa M | officer: svp, gc, cao & corp sec | A-Grant/Award | 1,205 | $— | $0 | Filing |
| 2026-01-05 | Gillen Sean M. | officer: svp, chief financial officer | A-Grant/Award | 16,595 | $— | $0 | Filing |
🏛️ Congressional Trades
23 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-10-30 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-04 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-08-03 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-03-31 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-03-30 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-02-24 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-02-23 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2024-04-03 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2024-04-03 | Tommy Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2024-04-03 | Thomas Hawley Tuberville | Senate | Sell | $1,001 - $15,000 | Filing |
| 2023-08-03 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-19 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-09-06 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-10 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-05-05 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-02-17 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-02-14 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2022-01-21 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2021-03-29 | Thomas Hawley Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2021-03-29 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2021-03-29 | Tommy Tuberville | Senate | Buy | $1,001 - $15,000 | Filing |
| 2014-05-07 | Susan M. Collins | Senate | Sell | $1,001 - $15,000 | Filing |
| 2014-05-07 | Susan M. Collins | Senate | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,734,272 | $1.3B | +58,080 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,844,404 | $1.1B | -10,292 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,734,233 | $847M | -34,463 | 2026-06-30 | Filing |
| STATE STREET CORP | 3,317,393 | $753M | +111,997 | 2026-06-30 | Filing |
| PRIMECAP MANAGEMENT CO/CA | 3,300,072 | $749M | -2,865 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,819,465 | $640M | -279,664 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 2,369,834 | $538M | +373,890 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,097,826 | $474M | +7,042 | 2026-06-30 | Filing |
| NORDEA INVESTMENT MANAGEMENT AB | 1,842,144 | $419M | -31,320 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 1,526,370 | $346M | +14,354 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,500,523 | $341M | -125,948 | 2026-06-30 | Filing |
| Amundi | 1,458,979 | $331M | +239,579 | 2026-06-30 | Filing |
| Pictet Asset Management Holding SA | 1,258,476 | $286M | +606,547 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 1,139,217 | $259M | -599,314 | 2026-06-30 | Filing |
| Alyeska Investment Group, L.P. | 1,042,703 | $237M | +525,048 | 2026-06-30 | Filing |
| Impax Asset Management Group plc | 962,000 | $218M | +14,054 | 2026-06-30 | Filing |
| NORGES BANK | 916,538 | $208M | +916,538 | 2026-06-30 | Filing |
| Point72 Asset Management, L.P. | 905,936 | $206M | +75,080 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 849,649 | $193M | +34,120 | 2026-06-30 | Filing |
| Balyasny Asset Management L.P. | 846,581 | $192M | +30,444 | 2026-06-30 | Filing |