Medina Value Partners LLC Has $11.26 Million Stock Position in IDEX Corporation $IEX

Posted by Francis Steltz on Jun 15th, 2026

Medina Value Partners LLC grew its position in shares of IDEX Corporation (NYSE:IEX – Free Report) by 1,718.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 63,251 shares of the industrial products company’s stock after acquiring an additional 59,772 shares during the quarter. IDEX accounts for 2.6% of Medina Value Partners LLC’s holdings, making the stock its 19th biggest position. Medina Value Partners LLC owned approximately 0.08% of IDEX worth $11,255,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. GoalVest Advisory LLC acquired a new position in IDEX during the 4th quarter worth approximately $26,000. Laurel Wealth Advisors LLC acquired a new position in IDEX during the 4th quarter worth approximately $27,000. CYBER HORNET ETFs LLC acquired a new position in IDEX during the 2nd quarter worth approximately $35,000. Cromwell Holdings LLC boosted its position in IDEX by 41.1% during the 4th quarter. Cromwell Holdings LLC now owns 199 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 58 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in IDEX during the 2nd quarter worth approximately $39,000. Institutional investors and hedge funds own 97.96% of the company’s stock.

Insider Transactions at IDEX

In other IDEX news, CEO Eric D. Ashleman sold 15,385 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $215.22, for a total transaction of $3,311,159.70. Following the completion of the sale, the chief executive officer owned 66,658 shares of the company’s stock, valued at $14,346,134.76. This trade represents a 18.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.50% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

IEX has been the subject of a number of recent research reports. BMO Capital Markets assumed coverage on IDEX in a research report on Friday, March 27th. They set a “market perform” rating and a $214.00 price target for the company. Stifel Nicolaus set a $250.00 price objective on IDEX in a report on Thursday, April 30th. Weiss Ratings reissued a “hold (c)” rating on shares of IDEX in a report on Monday, April 20th. Oppenheimer reissued an “outperform” rating and issued a $250.00 price objective (up from $242.00) on shares of IDEX in a report on Tuesday, June 2nd. Finally, Seaport Research Partners reissued a “buy” rating and issued a $250.00 price objective on shares of IDEX in a report on Tuesday, May 5th. Six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $241.11.

View Our Latest Analysis on IEX

IDEX Trading Down 0.2%

NYSE IEX opened at $218.12 on Monday. The company has a market cap of $16.14 billion, a PE ratio of 32.27, a PEG ratio of 2.14 and a beta of 1.00. The company has a current ratio of 3.39, a quick ratio of 2.40 and a debt-to-equity ratio of 0.46. IDEX Corporation has a 12 month low of $157.25 and a 12 month high of $223.94. The stock has a 50 day moving average of $208.47 and a 200-day moving average of $197.41.

IDEX (NYSE:IEX – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The industrial products company reported $2.00 EPS for the quarter, beating the consensus estimate of $1.78 by $0.22. IDEX had a return on equity of 15.29% and a net margin of 14.38%.The company had revenue of $886.90 million during the quarter, compared to the consensus estimate of $845.58 million. During the same quarter in the prior year, the firm posted $1.75 EPS. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. IDEX has set its Q2 2026 guidance at 2.070-2.120 EPS and its FY 2026 guidance at 8.350-8.550 EPS. On average, equities research analysts anticipate that IDEX Corporation will post 8.49 EPS for the current fiscal year.

IDEX Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 22nd were issued a dividend of $0.73 per share. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.92 annualized dividend and a yield of 1.3%. This is a positive change from IDEX’s previous quarterly dividend of $0.71. IDEX’s payout ratio is 43.20%.

IDEX Company Profile

(Free Report)

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.

Institutional Ownership by Quarter for IDEX (NYSE:IEX)

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