IEX NYSE Week ended 09 Oct 2026

Weekly Investor Report

IDEX Corporation · Industrials · Specialty Industrial Machinery

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Latest close 234.29 USD
0.6% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 7.5% above the Trend Line and sits at 88.9% of its 52-week range. The latest completed week returned 0.6%, after a 4.8% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is expensive relative to peers. Options positioning is bullish with 58/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: earnings are due in 17d.

Setup score 59 out of 100
Latest Close 234.29 USD 9 Oct 2026
1W Return 0.6% latest completed week
4W Return 4.8% short-term follow-through
12W Return 4.2% quarterly tape
Trend Breadth 78.8% 41 of 52 weeks active
Volume Ratio 1.1x vs 13-week average
What is working
  • The trend backdrop is active with a 41-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is constructive, supporting the smart-money activity read.
What could go wrong
  • Activity pressure is negative, which weakens the current setup.
  • 2 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 0.6% Latest completed week; four-week move 4.8%. Indicator stack 88/0 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Bullish 58/100 conviction; expected move 2.8%. News sentiment 56/100 48 relevant articles in the latest sentiment read. Event risk 17d Next report is scheduled for 28 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 7.5% above the Trend Line and sits at 88.9% of its 52-week range. The latest completed week returned 0.6%, after a 4.8% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul 7 Aug 14 Aug 21 Aug 28 Aug 4 Sep 11 Sep 18 Sep 25 Sep 2 Oct 9 Oct
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.8412-week average 0.93

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure7/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.84Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers

No recent accumulation markers. 2 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 4.8% over four weeks, 4.2% over 12 weeks, and 46.4% over one year. The current trend has remained active for 41 consecutive weeks.

Performance by holding period

1W0.6%
4W4.8%
12W4.2%
26W16.9%
52W46.4%
Active trend streak41 weeks
Active weeks in one year41
Trend breadth78.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.46Latest activity-pressure read.
Pressure change-5384.7%Four-week change in activity pressure.
Leadership5.29Latest relative-leadership reading.
RS change30.0%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is expensive relative to peers.

Open full factor analysis
Factor week 02 Oct 2026 Financial statements through 30 Jun 2026 Field coverage 97% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength51/100Blend of value, momentum, and quality. Underlying universe rank 50; rank 1 is best.
Value11/100Relative valuation strength. Underlying universe rank 90; rank 1 is best.
Quality86/100Profitability and accounting quality. Underlying universe rank 15; rank 1 is best.
Momentum92/100Medium-term price momentum. Underlying universe rank 9; rank 1 is best.
Growth30/100Revenue and earnings growth. Underlying universe rank 71; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework41/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
33.1x
Price divided by trailing earnings.
Price / sales
4.8x
Market value relative to trailing revenue.
EV / EBITDA
19.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
3.5%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
44.7%
Gross profit retained from each unit of revenue.
Operating margin
20.8%
Operating profit retained from revenue.
Free-cash-flow margin
17.9%
Free cash flow generated from revenue.
Return on invested capital
10.8%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
7.3%
Latest one-year revenue growth.
EPS growth
10.7%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
9.3%
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.5%
Cash dividends relative to market value.
Buyback yield
1.8%
Net share repurchases relative to market value.
Shareholder yield
3.3%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.3x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

IEX shows bullish options pressure with a 58/100 conviction score, put-call volume ratio of 0.00, expected move of 2.8%, and Sharemaestro trend signal active.

Conviction58/100
Expected move2.8%
Put/call volume0.00
Pressure100
Speculation43
Volatility26
Trend agreement16
Open options detail
Insider activity11 / 9

11 acquisitions and 9 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment56/100

Weighted news tone is neutral across 48 relevant articles.

15 positive · 32 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings17dNext report is scheduled for 28 Oct 2026; event risk rises as the date approaches.
Options expected move2.8%Nearest-chain priced movement where available.
52-week drawdown-3.9%Distance below the 52-week high.
13-week volatility1.8%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher17 of 269 weeks finished lower.
Best week+5.0%Week of 1 May.
Worst week-4.3%Week of 15 May.
Latest week+0.6%Week of 9 Oct.

Shape of recent returns

Strong gains1
Modest gains16
Flat weeks0
Modest losses8
Sharp losses1
Recent vol1.8%13-week weekly-return volatility.
Base vol2.5%52-week weekly-return volatility.
Up/down split33/19Count of positive and negative weeks in the 52-week window.
Average skew2.3% / -1.9%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape58/100

Trend, activity pressure, participation, and risk combine to a 58/100 tape read.

 Indicator analysis76/100

Latest 12-week confirmation: trend 12/12, activity pressure 7/12, relative leadership 12/12.

Activity pressure 0.84; 2 reversal markers Factors59/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 21; Small Cap Core rank 90 SVQF41/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 627.5 of 1059 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options55/100

Call activity leads. Options balance does not yet confirm the saved weekly stock trend.

2026-10-09 · Checks passed · Priced move ±2.8% Sentiment56/100

Weighted news tone is neutral across 48 relevant articles.

Fenimore Asset Management Inc Sells 26,777 Shares of IDEX Corporation $IEX Insiders11 / 9

11 acquisitions and 9 disposals in the latest 180-day insider tape.

 Earnings17d

Next report is scheduled for 28 Oct 2026; event risk rises as the date approaches.

 Research flow3 items

3 recent research articles and 0 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
9 Oct 2026234.29 USD0.6%217.88 USD198.38 USD-0.465.293.4MOn
2 Oct 2026232.99 USD1.6%216.32 USD198.12 USD-0.696.313.5MOn
25 Sep 2026229.36 USD2.8%215.12 USD197.90 USD-0.824.803.2MOn
18 Sep 2026223.02 USD-0.2%214.44 USD197.71 USD-0.603.583.0MOn
11 Sep 2026223.51 USD0.2%213.90 USD197.56 USD-0.014.072.0MOn
4 Sep 2026223.04 USD-2.8%213.43 USD197.45 USD0.563.402.6MOn
28 Aug 2026229.56 USD-2.1%213.02 USD197.36 USD1.016.802.4MOn
21 Aug 2026234.39 USD-1.9%211.96 USD197.29 USD1.299.903.2MOn
14 Aug 2026238.94 USD1.9%210.64 USD197.19 USD1.1010.852.7MOn
7 Aug 2026234.46 USD1.7%209.21 USD197.01 USD1.079.332.6MOn
31 Jul 2026230.45 USD3.2%207.51 USD196.88 USD1.0311.666.0MOn
24 Jul 2026223.27 USD-0.7%205.76 USD196.77 USD0.909.773.2MOn
17 Jul 2026224.94 USD1.3%204.28 USD196.71 USD1.0910.033.4MOn
10 Jul 2026222.16 USD-0.4%202.67 USD196.58 USD1.227.072.9MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.

Evidence context