IEX Idex (IEX) Insider Trading, Ownership & Congress Trades
Industrials · Pumps & pumping equipment · CIK 0000832101
Congress · 1Form 144 · 1
Insider buyers, 180 days
0
Funds added, last quarter
356
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $1.5M priced
What the filings say about IEX
Insiders, 180 days
-$3.4M net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-10-31
Planned sales (Form 144), 90 days
$91.8K
1 notice
Idex insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, IDEX CORP /DE/ insiders sold a net $3.4M of stock across 22 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 8.9% of the 4,327 shares held after it.
- No other insider sold within 30 days.
- 356 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, GC, CAO & Corp Sec Anderson Lisa M sold about $91.9K of IEX on Aug 12, 2026; 356 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Oct 28, 2022.
- The trade is 14.6% of the 71,573 shares held after it.
- No other insider sold within 30 days.
- 356 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and President ASHLEMAN ERIC D sold about $2.3M of IEX on May 11, 2026, the largest insider sale at the company since 2021; 356 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Oct 28, 2022.
- The trade is 7.4% of the 66,658 shares held after it.
- No other insider sold within 30 days.
- 356 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and President ASHLEMAN ERIC D sold about $1.1M of IEX on May 11, 2026, the largest insider sale at the company since 2022; 356 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 9.4% of the 6,351 shares held after it.
- No other insider bought within 30 days.
- 356 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Christenson Carl R bought about $101.6K of IEX on Nov 5, 2025; 356 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 18.9% of the 13,200 shares held after it.
- No other insider bought within 30 days.
- 356 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Helmkamp Katrina L bought about $399.0K of IEX on Aug 7, 2025, the largest insider purchase at the company on our record; 356 funds added in the latest 13F quarter.22 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.4M over 180 days
-$91.9K over 90 days
below 63% of Industrials
Congress
1 member bought in the last year
the lowest in Industrials
Funds
356 funds bought in last quarter
more than 79% of Industrials
Revenue
+5.8% year over year
more than 53% of Industrials
Margin
14.0% net margin
more than 85% of Industrials
Buybacks
$153.4M repurchased, FY to 2026-06-30
more than 69% of Industrials
Short interest
3.4% of the float short (float per yahoo 2026-10-26) · 3.8 days to cover · settled 2026-09-30
more than 51% of Industrials
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch IEX
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+38.7%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns IEX: institutional holders (13F)
13F holdings, latest reported quarter
5,734,272 sh
$1.3B
4,844,404 sh
$1.1B
3,734,233 sh
$847.5M
3,317,393 sh
$752.9M
3,300,072 sh
$749.0M
Congress trades in IEX
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-08-04 · disclosed 39 days later
$1,001 - $15,000
Sold 2025-03-31 · disclosed 11 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
IEX planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Lisa Anderson
Filed 2026-08-12
$91.8K
IEX mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
FAM VALUE FUND
$97.9M position · as of 2026-06-30
5.4%
PAPP SMALL & MID-CAP GROWTH FUND
$2.1M position · as of 2026-05-31
5.2%
Weitz Partners III Opportunity Fund
$15.9M position · as of 2026-06-30
4.8%
Tortoise Global Water ETF
$2.4M position · as of 2026-05-31
4.5%
KBI GLOBAL INVESTORS AQUARIUS FUND
$2.2M position · as of 2026-07-31
4.3%
Weitz Large Cap Equity Fund
$24.7M position · as of 2026-06-30
4.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.4M sold by insiders over 180 days, 356 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $91.8K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
IEX financials
Revenue growth
+5.8%
XBRL, annual
Net margin
14.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.6B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM IEX
| FY Dec 2025 | $3.5B |
| FY Dec 2024 | $3.3B |
| FY Dec 2023 | $3.3B |
| FY Dec 2022 | $3.2B |
| FY Dec 2021 | $2.8B |
| Jun 2026 | $920.6M |
| Mar 2026 | $886.9M |
| Dec 2025 | $899.1M |
| Sep 2025 | $878.7M |
| Jun 2025 | $865.4M |
| Mar 2025 | $814.3M |
| Dec 2024 | $862.9M |
| Sep 2024 | $798.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+14.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM IEX
| FY Dec 2025 | +14.0% |
| FY Dec 2024 | +15.4% |
| FY Dec 2023 | +18.2% |
| FY Dec 2022 | +18.4% |
| FY Dec 2021 | +16.3% |
| Jun 2026 | +15.6% |
| Mar 2026 | +13.5% |
| Dec 2025 | +14.3% |
| Sep 2025 | +14.5% |
| Jun 2025 | +15.2% |
| Mar 2025 | +11.7% |
| Dec 2024 | +14.3% |
| Sep 2024 | +14.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$641.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM IEX
| FY Dec 2025 | $616.8M |
| FY Dec 2024 | $603.0M |
| FY Dec 2023 | $626.8M |
| FY Dec 2022 | $489.4M |
| FY Dec 2021 | $492.6M |
| Jun 2026 | $177.0M |
| Mar 2026 | $86.0M |
| Dec 2025 | $189.8M |
| Sep 2025 | $188.7M |
| Jun 2025 | $146.9M |
| Mar 2025 | $91.4M |
| Dec 2024 | $157.1M |
| Sep 2024 | $191.6M |
At each fiscal year end
Single quarter
Debt to equity
0.46x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity IEX
| FY Dec 2025 | 0.45x |
| FY Dec 2024 | 0.52x |
| FY Dec 2023 | 0.37x |
| FY Dec 2022 | 0.48x |
| FY Dec 2021 | 0.42x |
| Jun 2026 | 0.46x |
| Mar 2026 | 0.46x |
| Dec 2025 | 0.45x |
| Sep 2025 | 0.47x |
| Jun 2025 | 0.46x |
| Mar 2025 | 0.50x |
| Dec 2024 | 0.52x |
| Sep 2024 | 0.54x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.39x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt IEX
| FY Dec 2025 | 0.37x |
| FY Dec 2024 | 0.34x |
| FY Dec 2023 | 0.54x |
| FY Dec 2022 | 0.38x |
| FY Dec 2021 | 0.47x |
| Jun 2026 | 0.39x |
| Mar 2026 | 0.36x |
| Dec 2025 | 0.37x |
| Sep 2025 | 0.34x |
| Jun 2025 | 0.35x |
| Mar 2025 | 0.32x |
| Dec 2024 | 0.34x |
| Sep 2024 | 0.34x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+13.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity IEX
| FY Dec 2025 | +12.4% |
| FY Dec 2024 | +13.8% |
| FY Dec 2023 | +18.1% |
| FY Dec 2022 | +20.1% |
| FY Dec 2021 | +16.8% |
| Jun 2026 | +13.0% |
| Mar 2026 | +12.8% |
| Dec 2025 | +12.4% |
| Sep 2025 | +12.2% |
| Jun 2025 | +12.2% |
| Mar 2025 | +12.7% |
| Dec 2024 | +13.8% |
| Sep 2024 | +13.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+7.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets IEX
| FY Dec 2025 | +7.1% |
| FY Dec 2024 | +8.0% |
| FY Dec 2023 | +10.5% |
| FY Dec 2022 | +11.3% |
| FY Dec 2021 | +9.6% |
| Jun 2026 | +7.5% |
| Mar 2026 | +7.4% |
| Dec 2025 | +7.1% |
| Sep 2025 | +6.9% |
| Jun 2025 | +7.3% |
| Mar 2025 | +7.6% |
| Dec 2024 | +8.0% |
| Sep 2024 | +7.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+10.7%
operating income after a 23.8% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital IEX
| FY Dec 2025 | +10.4% |
| FY Dec 2024 | +10.6% |
| FY Dec 2023 | +13.9% |
| FY Dec 2022 | +15.7% |
| FY Dec 2021 | +16.9% |
| Jun 2026 | +10.7% |
| Mar 2026 | +10.6% |
| Dec 2025 | +10.4% |
| Sep 2025 | +10.1% |
| Jun 2025 | +10.3% |
| Mar 2025 | +10.1% |
| Dec 2024 | +10.6% |
| Sep 2024 | +10.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+11.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed IEX
| FY Dec 2025 | +11.2% |
| FY Dec 2024 | +11.8% |
| FY Dec 2023 | +14.2% |
| FY Dec 2022 | +16.0% |
| FY Dec 2021 | +15.1% |
| Jun 2026 | +11.7% |
| Mar 2026 | +11.6% |
| Dec 2025 | +11.2% |
| Sep 2025 | +10.6% |
| Jun 2025 | +11.3% |
| Mar 2025 | +11.3% |
| Dec 2024 | +11.8% |
| Sep 2024 | +11.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
33.25x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing IEX
| FY Dec 2025 | 27.76x |
| FY Dec 2024 | 31.47x |
| FY Dec 2023 | 27.69x |
| FY Dec 2022 | 29.61x |
| FY Dec 2021 | 40.19x |
| Jun 2026 | 32.65x |
| Mar 2026 | 28.04x |
| Dec 2025 | 27.76x |
| Sep 2025 | 25.75x |
| Jun 2025 | 28.36x |
| Mar 2025 | 28.68x |
| Dec 2024 | 31.47x |
| Sep 2024 | 33.20x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$18.3B
market value at close 2026-10-26 on 2026-07-24 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value IEX
| FY Dec 2025 | $14.6B |
| FY Dec 2024 | $17.2B |
| FY Dec 2023 | $17.2B |
| FY Dec 2022 | $18.3B |
| FY Dec 2021 | $18.3B |
| Jun 2026 | $18.0B |
| Mar 2026 | $15.4B |
| Dec 2025 | $14.6B |
| Sep 2025 | $13.6B |
| Jun 2025 | $14.5B |
| Mar 2025 | $15.1B |
| Dec 2024 | $17.2B |
| Sep 2024 | $17.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.8%
TTM free cash flow over market value at close 2026-10-26
FCF yield IEX
| FY Dec 2025 | +4.6% |
| FY Dec 2024 | +3.8% |
| FY Dec 2023 | +3.8% |
| FY Dec 2022 | +2.8% |
| FY Dec 2021 | +2.7% |
| Jun 2026 | +3.8% |
| Mar 2026 | +4.3% |
| Dec 2025 | +4.6% |
| Sep 2025 | +4.8% |
| Jun 2025 | +4.4% |
| Mar 2025 | +4.1% |
| Dec 2024 | +3.8% |
| Sep 2024 | +3.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.71x
P/E over trailing EPS growth of 12%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing IEX
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 16.42x |
| FY Dec 2022 | 0.95x |
| FY Dec 2021 | 2.14x |
| Jun 2026 | 2.66x |
| Mar 2026 | 3.93x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.5B | $3.3B | $3.3B | $3.2B |
| Gross profit | $1.5B | $1.4B | $1.4B | $1.4B |
| Operating income | $699.3M | $677.2M | $732.5M | $751.4M |
| Net income | $483.2M | $505.0M | $596.1M | $586.9M |
| EPS (diluted) | 6.41 | 6.64 | 7.85 | 7.71 |
| Operating cash flow | $680.4M | $668.1M | $716.7M | $557.4M |
| Cash | $580.0M | $620.8M | $534.3M | $430.2M |
| Long-term debt | $1.8B | $1.9B | $1.3B | $1.5B |
| Buybacks | $247.8M | $0 | $24.2M | $148.1M |
| Dividends paid | $212.6M | $205.3M | $190.7M | $177.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
IEX Stock Sonar score 6/7 axes
Find similar shapesCompareIEX ranks highest on risk and compliance (76th percentile) and institutional and government (68th), and lowest on insider conviction (17th), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
IEX filings, in plain words
Are Idex insiders buying or selling IEX?
In the 180 days to 2026-10-28, Idex insiders were net sellers, a net $3.4M across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded IEX?
Yes. In the year to 2026-10-28, 1 House member disclosed buying IEX and 1 House member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31.
Are there planned insider sales of IEX?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $91.8K of stock; the latest, by Lisa Anderson, was filed 2026-08-12.
Read the full summary
In the 180 days to 2026-10-28, Idex insiders were net sellers of IEX, a net $3.4M across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying IEX and 1 member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $91.8K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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