IDEX (NYSE:IEX) Updates Q1 2026 Earnings Guidance

IDEX (NYSE:IEX) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.730-1.780 for the period, compared to the consensus estimate of 1.840. The company issued revenue guidance of -. IDEX also updated its FY 2026 guidance to 8.150-8.35 EPS.

IDEX Price Performance

Shares of IEX traded up $1.20 during mid-day trading on Friday, reaching $214.14. The stock had a trading volume of 485,493 shares, compared to its average volume of 828,483. The firm has a market cap of $16.03 billion, a price-to-earnings ratio of 33.38, a PEG ratio of 2.14 and a beta of 1.00. IDEX has a 12 month low of $153.36 and a 12 month high of $217.16. The business has a fifty day moving average of $185.80 and a 200 day moving average of $173.06. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.06 and a current ratio of 2.86.

IDEX (NYSE:IEX) last announced its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.10 EPS for the quarter, beating the consensus estimate of $2.04 by $0.06. IDEX had a return on equity of 15.03% and a net margin of 13.98%.The business had revenue of $899.10 million for the quarter, compared to the consensus estimate of $882.00 million. During the same period in the previous year, the business earned $2.04 earnings per share. The business’s revenue was up 4.2% on a year-over-year basis. IDEX has set its Q1 2026 guidance at 1.730-1.780 EPS and its FY 2026 guidance at 8.150-8.35 EPS. Equities analysts predict that IDEX will post 8.26 EPS for the current year.

IDEX Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Friday, January 16th were given a dividend of $0.71 per share. The ex-dividend date was Friday, January 16th. This represents a $2.84 annualized dividend and a yield of 1.3%. IDEX’s dividend payout ratio (DPR) is 44.31%.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. Citigroup upped their target price on shares of IDEX from $202.00 to $243.00 and gave the company a “buy” rating in a research report on Thursday. DA Davidson boosted their target price on IDEX from $180.00 to $195.00 and gave the company a “neutral” rating in a research report on Thursday. TD Cowen raised their price target on IDEX from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday. Robert W. Baird set a $247.00 price objective on shares of IDEX in a research report on Thursday. Finally, Stifel Nicolaus increased their target price on shares of IDEX from $200.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Six research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $228.22.

Key IDEX News

Here are the key news stories impacting IDEX this week:

• Positive Sentiment: Q4 earnings beat and margin expansion: IDEX reported Q4 results that topped estimates (EPS and revenue) and showed margin improvement, which the market rewarded. Why IDEX (IEX) Is Up 8.1% After Q4 Earnings Beat And Record AI-Linked Orders
• Positive Sentiment: Record AI-linked orders, plus data-center demand and HST segment strength drove outperformance and offer upside to growth expectations. IEX Q4 Deep Dive: Data Center Demand and HST Segment Drive Outperformance
• Positive Sentiment: Momentum: the stock hit a new 52-week high on the earnings strength, signaling bullish sentiment and potential technical follow-through. IDEX (NYSE:IEX) Reaches New 52-Week High on Strong Earnings
• Positive Sentiment: Analyst upgrade: Argus raised IEX from “hold” to “buy” with a $240 price target (about ~12% upside from recent levels), providing further buy-side validation. IEX Argus upgrade
• Positive Sentiment: Institutional interest: Hedge-fund/Investor screens list IDEX among attractive industrial machinery names, with unanimous buy coverage from a small analyst set noted in recent coverage. Attractive Sector Valuations Drive Interest Towards IDEX
• Neutral Sentiment: Analyst target adjustments: DA Davidson raised its price target from $180 to $195 but kept a “neutral” rating, indicating some caution on upside despite better visibility. DA Davidson target update
• Neutral Sentiment: Earnings call/transcript available — useful for parsing management commentary and segment-level color (HST, data center exposure, AI-related orders). Investors should review the transcript for details on backlog and margin drivers. IDEX Q4 2025 earnings call transcript
• Negative Sentiment: Near-term caution: Management’s Q1 earnings guidance disappointed relative to consensus, which caused an intra-session pullback after the mixed Q4 print — a reminder that forward guidance is limiting near-term upside. Q1 guidance disappointment

Institutional Investors Weigh In On IDEX

Several institutional investors have recently made changes to their positions in the stock. CYBER HORNET ETFs LLC acquired a new position in shares of IDEX in the second quarter valued at approximately $35,000. MUFG Securities EMEA plc purchased a new stake in IDEX in the 2nd quarter worth approximately $39,000. Employees Retirement System of Texas acquired a new position in IDEX in the 3rd quarter valued at $99,000. Advisory Services Network LLC purchased a new position in shares of IDEX during the 3rd quarter worth $105,000. Finally, Parallel Advisors LLC boosted its holdings in shares of IDEX by 18.6% during the third quarter. Parallel Advisors LLC now owns 664 shares of the industrial products company’s stock worth $108,000 after purchasing an additional 104 shares during the last quarter. 97.96% of the stock is currently owned by hedge funds and other institutional investors.

About IDEX

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.