Record sales and earnings driven by AI, data center, and semiconductor demand growth.
IEX IDEX Corporation
XNYS
234.06
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
IEX
$234.06
—
Key stats
$234.06
- 52-Week Range
- $160.60 – $243.80
- YTD
- +30.72%
- IV Rank (30D)
- 13.72
- Straddle Price
- $11.45
- P/C Vol Ratio
- 1.75
- Market Cap
- $17.6B
- Open
- $238.53
- Day Range
- $233.63 – $240.00
- Volume
- 632,669
- Prev Close
- $239.33
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 0.89 |
| Cost of Equity (CAPM) | 9.42% (VRP-adj) |
| WACC | 9.06% |
| Volatility Risk Premium | +41.3pp (IV − HV30) |
| Effective Tax Rate | 23.9% |
| Rev. Growth (YoY, DCF input) | +5.9% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 13.3% |
| Book / Price | 22.6% |
| Gross Margin (TTM) | 44.9% |
| FCF Margin (TTM) | 18.2% |
| Debt / Equity | 0.44 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +12.7% (reverse-DCF on current price) |
| SMA 50 | $230.12 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $234.38 |
| Bollinger Width / SMA20 | 2.2% (drives anchor stability) |
| Net Debt | $1.1B |
| Market Cap | $18B |
Peers used for multiples: AOS, ECL, EMR, FELE, J, PNR, XYL, ZWS
60-Day Conviction
16%
20-Day Fair Value
≈ by Nov 30, 2026
$234.97
α +0.5%
rank 26%
conviction
31%
40-Day Fair Value
≈ by Dec 29, 2026
$234.70
α +0.4%
rank 26%
conviction
12%
60-Day Fair Value
≈ by Jan 27, 2027
$232.84
α -0.4%
rank 26%
conviction
16%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $155.45 | 19% | |
| DDM (Gordon) | $68.94 | 0% | |
| Peer P/E | $175.91 | 6% | median 23.1× · 8 peers |
| Peer EV/EBITDA | $181.50 | 6% | median 13.9× · 8 peers |
| Peer P/B | $235.80 | 6% | median 4.4× · 8 peers |
| Peer P/S | $125.56 | 6% | median 2.4× · 8 peers |
| Market Anchor (SMA50) | $230.12 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $238.70 | 19% | 20 strikes · skew -1.54 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- PUMPS & PUMPING EQUIPMENT (3561) · industry map
- Exchange
- XNYS
- Market Cap
- $17.6B
- Employees
- 8,700
- List Date
- 1989-04-01
- CIK
- 0000832101
- Headquarters
- Northbrook, IL
- Homepage
- https://www.idexcorp.com
Idex manufactures pumps, flow meters, valves, and fluidic systems for customers in a variety of end markets, including industrial, fire and safety, life science, and water. The firm's business is organized into three segments: fluid and metering technologies, health and science technologies, and fire and safety and diversified products. The company generated $3.5 billion in revenue in 2025.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -4.67% | -6.61% | 4.44% | -1.65% | 8.86% | 10.88% | 1.88% |
| Feb | 3.04% | -11.25% | -1.21% | 7.14% | -11.21% | 5.68% | -1.30% |
| Mar | 4.71% | 1.59% | 3.38% | 1.90% | -4.01% | -10.40% | -0.47% |
| Apr | 5.63% | -1.22% | -9.99% | -8.47% | -3.96% | 13.48% | -0.76% |
| May | -0.38% | 0.77% | -3.71% | -5.75% | 3.23% | -1.91% | -1.29% |
| Jun | -1.71% | -5.10% | 6.92% | -2.38% | -2.01% | 9.33% | 0.84% |
| Jul | 3.10% | 13.66% | 6.10% | 6.43% | -9.26% | 2.06% | 3.68% |
| Aug | -0.86% | -3.40% | 2.05% | 5.19% | 3.38% | -1.74% | 0.77% |
| Sep | -6.20% | -1.36% | -8.88% | 5.72% | 0.38% | 2.30% | -1.34% |
| Oct | 5.91% | 8.40% | -7.43% | 0.99% | 4.49% | 1.74%* | 2.35% |
| Nov | 0.31% | 6.32% | 7.07% | 6.75% | 3.38% | -- | 4.77% |
| Dec | 6.86% | -5.15% | 6.93% | -9.71% | 1.89% | -- | 0.16% |
| Total | 15.79% | -5.83% | 3.35% | 4.18% | -6.58% | 33.36% | 7.38% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $234.42
SMA 50: $230.13
SMA 200: $216.22
Current: $233.84
EMA 12: $234.25
EMA 26: $232.99
MACD: 1.2647 | Signal: 0.0423
BULLISH
ADX (14): 14.27
RANGE
+DI: 19.42
−DI: 15.91
Momentum Oscillators
RSI (14): 51.40
NEUTRAL
Stoch %K: 77.72
Stoch %D: 71.92
Williams %R: -40.90
Volume & Volatility
BB Upper: $240.57
BB Lower: $228.28
NEUTRAL
OBV: -6,681,299
Vol SMA 20: 783,090
Vol ROC: -3.53%
ATR: $5.78
True Range: $6.37
HV 20: 21.6%
HV 30: 19.7%
HV 60: 18.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report: IEX
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Recent news headlines highlight the company's expansion into new markets, which could lead to long-term growth.
- Technical indicators suggest a neutral trend, with no clear signs of a significant move.
Primary Risks:
- Low volatility and beta indicate a relatively defensive stock.
- Options market pricing suggests a moderate expected move by expiration.
2-3 sentence investment thesis: IEX presents a mix of value and growth potential, making it an attractive option for investors seeking a stable portfolio. The company's recent expansion into new markets could lead to long-term growth, but low volatility and beta may limit the stock's short-term performance.
Recent news sentiment impact: Positive news headlines from recent acquisitions and market expansion have contributed to the stock's neutral trend.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Bullish
Support/Resistance Levels: Key price levels from moving averages and technical patterns are $216.99, $223.11, and $229.23.
Momentum Signals:
- RSI interpretation: Neutral (52.89)
- MACD signal: Bullish
- Bollinger Bands position: Squeeze
Volume Analysis: Volume trends suggest a relatively low volume flow with 411 calls vs 106 puts, indicating a bullish sentiment.
News & Sentiment Analysis
Recent Headlines Summary:
- Acquisitions and market expansion have been highlighted in recent news articles.
- Neutral news headlines from pharmaceutical processing and global sanitary pumps and valves markets have also contributed to the stock's trend.
Sentiment Assessment: Aggregate news sentiment is positive (3/5).
Catalyst Identification: Upcoming earnings reports could provide a catalyst for the stock's price movement.
Market Narrative: The recent acquisitions and market expansion have aligned with the technical signals, suggesting a neutral trend.
Risk & Volatility Assessment
Risk Interpretation: Beta 0.80 indicates low risk relative to the market.
Volatility Regime: Current volatility is relatively low compared to historical levels.
Options Market Signals:
- IV rank: 29.0% (Medium)
- Put/call ratios: 0.26 (Bullish sentiment)
- Unusual activity: None
Downside Protection: Support levels and risk management considerations suggest a stop-loss level around $215.00.
Market Context & Positioning
Sector Performance: IEX's performance is relatively strong within its sector, with a relative strength index (RSI) of 55.45.
Institutional Activity: Volume patterns suggesting institutional interest are moderate.
Correlation Analysis: IEX moves less than the market, indicating low correlation (R-squared interpretation).
Relative Valuation: The stock's position within its trading range suggests it is relatively cheap compared to its peers.
Key Levels & Action Items
Critical Price Levels:
- Support: $216.99
- Resistance: $223.11 and $229.23
Breakout/Breakdown Levels:
- Breakout level: $235.00
- Breakdown level: $205.00
Time-Sensitive Catalysts:
- Earnings reports (no specific dates available)
Risk Management:
- Stop-loss level: $215.00
- Position sizing considerations: Conservative approach due to low volatility and beta.
Note: This analysis is based on the provided data and should not be taken as a buy or sell recommendation.
Generated
News
All IEX news →
Earnings History
16 of 22 under expected move
Avg Expected Move
5.42%
Avg Actual Move
3.89%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-04 | Pre-Market | 5.80% | 2.65% | 0.46x | Within |
| 2021-04-28 | Pre-Market | 1.77% | 0.53% | 0.30x | Within |
| 2021-07-28 | Pre-Market | 2.19% | 2.93% | 1.34x | Exceeded |
| 2022-02-02 | Pre-Market | 4.17% | 4.50% | 1.08x | Exceeded |
| 2022-04-27 | Pre-Market | 9.04% | 2.84% | 0.31x | Within |
| 2022-07-27 | Pre-Market | 5.81% | 2.63% | 0.45x | Within |
| 2023-02-01 | Pre-Market | 3.46% | 4.99% | 1.44x | Exceeded |
| 2023-04-27 | Pre-Market | 4.31% | 0.93% | 0.22x | Within |
| 2023-07-27 | Pre-Market | 5.21% | 3.23% | 0.62x | Within |
| 2023-10-26 | Pre-Market | 5.94% | 3.32% | 0.56x | Within |
| 2024-02-07 | Pre-Market | 4.41% | 1.61% | 0.37x | Within |
| 2024-04-24 | Pre-Market | 5.23% | 3.28% | 0.63x | Within |
| 2024-08-01 | Pre-Market | 6.21% | 5.85% | 0.94x | Within |
| 2024-10-30 | Pre-Market | 5.03% | 7.24% | 1.44x | Exceeded |
| 2025-02-04 | After-Close | 5.05% | 9.64% | 1.91x | Exceeded |
| 2025-05-01 | Pre-Market | 5.85% | 0.74% | 0.13x | Within |
| 2025-07-30 | Pre-Market | 5.94% | 11.29% | 1.90x | Exceeded |
| 2025-10-29 | After-Close | 6.06% | 1.79% | 0.30x | Within |
| 2026-02-04 | Pre-Market | 5.85% | 5.28% | 0.90x | Within |
| 2026-04-29 | Pre-Market | 6.72% | 5.83% | 0.87x | Within |
| 2026-07-29 | Pre-Market | 8.21% | 2.17% | 0.26x | Within |
| 2026-10-28 | Pre-Market | 6.90% | 2.29% | 0.33x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
IEX Options Activity & IV Rank
IEX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 23.1%
7-DTE IV: 23.3%
Expected Move: $11.45
7-DTE Move: $11.45
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 12
Put Volume: 21
P/C Volume: 1.75
BEARISH
Call OI: 861
Put OI: 1,021
P/C OI: 1.186
Total OI: 1,882
ATM Options Pricing
ATM Call: $8.90
ATM Put: $2.55
Call %: 3.8%
Put %: 1.1%
Chain Summary
Chain Volume: 558
Chain OI: 2,695
Last Updated: 10/30/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 49th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
49%
vs own history
GEX tilt
+0.24
OI-weighted, today
Vanna tilt
+0.97
δ-sensitivity to IV
Charm tilt
-1.00
δ-decay vs time
Vanna tilt +0.97: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 8 ATM contracts, 2k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)12.2LowOct 30
IV Rank (30 DTE)13.7LowOct 30
Straddle Price (30 DTE)$11.45Oct 30
Beta Analysis
Risk Metrics
Beta: 0.6860
Alpha: 26.40%
Correlation: 0.3991
R-Squared: 15.9%
Stock Volatility: 22.0%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own IEX
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $537.8M | #26 of 3716 | +18.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $205.6M | #59 of 1945 | +9.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $160.3M | #251 of 6285 | -12.6% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $42.1M | #396 of 3138 | +119.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $810K | #1837 of 4729 | -3.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
IEX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 74,325,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
7 filers$48.92M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Millennium Management LLC Custodian | $17.02M | 34.80% | 2026-06-30 |
| 2 | SCOPUS ASSET MANAGEMENT, L.P. | $13.62M | 27.84% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $5.74M | 11.74% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $4.65M | 9.51% | 2026-06-30 |
| 5 | Caption Management, LLC | $3.25M | 6.63% | 2026-06-30 |
| 6 | UBS Group AG Custodian | $2.80M | 5.73% | 2026-06-30 |
| 7 | Citadel Advisors LLC Custodian | $1.84M | 3.76% | 2026-06-30 |
5 filers$24.81M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SCOPUS ASSET MANAGEMENT, L.P. | $13.62M | 54.89% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $7.97M | 32.11% | 2026-06-30 |
| 3 | Walleye Trading LLC | $2.31M | 9.33% | 2026-06-30 |
| 4 | Susquehanna International Group, LLP Custodian | $635.46K | 2.56% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $272.34K | 1.10% | 2026-06-30 |
IEX Insider Trading (Form 4)
Latest: 2026-09-18Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-18 | Tara M. Tereso | Group Executive, HST | Tax (F) | −290 | $222.84 | -$64.6K | EDGAR |
| 2026-09-18 | William L. Simmons | Group Executive, FMT & FSDP | Tax (F) | −218 | $222.84 | -$48.6K | EDGAR |
| 2026-09-15 | Tara M. Tereso | Group Executive, HST | Tax (F) | −138 | $221.46 | -$30.6K | EDGAR |
| 2026-09-01 | Allison S Lausas | VP, Chief Accounting Officer | Tax (F) | −645 | $230.28 | -$148.5K | EDGAR |
| 2026-08-13 | Lisa M Anderson | SVP, GC, CAO & Corp Sec | Mixed | — | $165.93 | -$56.0K | EDGAR |
| 2026-05-13 | Eric D Ashleman | CEO and President | Mixed | — | $154.25 | -$1.88M | EDGAR |
| 2026-05-08 | Mark A Beck | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Mark A Buthman | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Carl R Christenson | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Stephanie Disher | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Matthijs Glastra | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Lakecia N Gunter | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Katrina L Helmkamp | Director | Award (A) | +1,035 | — | EDGAR | |
| 2026-05-08 | Alejandro Quiroz | Director | Award (A) | +805 | — | EDGAR | |
| 2026-05-08 | Stanfield Paris Watts | Director | Award (A) | +805 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
IEX Insider Holdings
19 insiders · @ $233.84
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Eric D Ashleman | CEO and President | 71,573 | $16.74M | -$25.45M | 39 | 2026-05-13 |
| 2 | Sean M. Gillen | SVP, Chief Financial Officer | 19,005 | $4.44M | $0 | 2 | 2026-02-23 |
| 3 | Katrina L Helmkamp | Director | 14,235 | $3.33M | $399.0K | 13 | 2026-05-08 |
| 4 | Mark A Buthman | Director | 10,025 | $2.34M | $0 | 11 | 2026-05-08 |
| 5 | Mark A Beck | Director | 7,755 | $1.81M | $0 | 10 | 2026-05-08 |
| 6 | Carl R Christenson | Director | 7,156 | $1.67M | $101.6K | 9 | 2026-05-08 |
| 7 | Abhishek Khandelwal | SVP, Chief Financial Officer | 6,935 | $1.62M | $0 | 3 | 2025-02-24 |
| 8 | Tara M. Tereso | Group Executive, HST | 5,408 | $1.26M | $0 | 3 | 2026-09-18 |
| 9 | Akhil Mahendra | Interim CFO | 5,035 | $1.18M | -$45.2K | 2 | 2025-06-09 |
| 10 | Lakecia N Gunter | Director | 4,925 | $1.15M | $0 | 7 | 2026-05-08 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
IEX Board & Officers
As of SEC filings through Sep 18, 2026Directors 10
- Katrina L Helmkamp · since Nov 5, 2015
- Mark A Buthman · since Apr 6, 2016
- Mark A Beck · since Jan 1, 2018
- Carl R Christenson · since Jun 17, 2019
- Lakecia N Gunter · since Jan 29, 2021
- Eric D Ashleman · listed since Feb 2021
- Stanfield Paris Watts · since Feb 25, 2022
- Alejandro Quiroz · since Jun 15, 2022
- Matthijs Glastra · since Feb 21, 2025
- Stephanie Disher · since Feb 21, 2025
Officers 6
- Eric D Ashleman · CEO and President · listed since Feb 2021
- Sean M. Gillen · SVP, Chief Financial Officer · since Jan 5, 2026
- Allison S Lausas · VP, Chief Accounting Officer · since Aug 25, 2021
- Tara M. Tereso · Group Executive, HST · since Feb 18, 2026
- William L. Simmons · Group Executive, FMT & FSDP · since Feb 18, 2026
- Lisa M Anderson · SVP, GC, CAO & Corp Sec · listed since Feb 2026
Changes in the last 10 years (37)
| Feb 23, 2026 | Lisa M Anderson listed as SVP, GC, CAO & Corp Sec (previously SVP, General Counsel &Corp Sec) in SEC filings |
| Feb 18, 2026 | William L. Simmons became Group Executive, FMT & FSDP |
| Feb 18, 2026 | Tara M. Tereso became Group Executive, HST |
| Jan 5, 2026 | Sean M. Gillen became SVP, Chief Financial Officer |
| May 30, 2025 | Akhil Mahendra became Interim CFO |
| May 19, 2025 | The company announced the departure of Abhishek Khandelwal as SVP, Chief Financial Officer in an SEC filing |
| Feb 21, 2025 | Stephanie Disher became a director |
| Feb 21, 2025 | Matthijs Glastra became a director |
| Feb 19, 2025 | The company announced the departure of Livingston Satterthwaite from the board in an SEC filing |
| Feb 19, 2025 | The company announced the departure of David C Parry from the board in an SEC filing |
| Nov 20, 2023 | Abhishek Khandelwal became SVP, Chief Financial Officer |
| Aug 30, 2023 | The company announced the departure of William K Grogan as Chief Financial Officer in an SEC filing |
| Aug 24, 2023 | The company announced the departure of Marc Uleman as Senior VP, Group Executive HST in an SEC filing |
| Feb 22, 2023 | William K Grogan listed as Chief Financial Officer (previously SVP - Chief Financial Officer) in SEC filings |
| Jan 4, 2023 | Melissa Aquino reported in an SEC filing no longer being Senior VP, Group Exec FMT&FSD |
| Oct 17, 2022 | Melissa Aquino became Senior VP, Group Exec FMT&FSD |
| Oct 17, 2022 | Marc Uleman became Senior VP, Group Executive HST |
| Sep 19, 2022 | The company announced the departure of William M Cook from the board in an SEC filing |
| Jun 15, 2022 | Alejandro Quiroz became a director |
| May 6, 2022 | The company announced the departure of Ernest J Mrozek from the board in an SEC filing |
| Mar 21, 2022 | Roopa Unnikrishnan became SVP, Strategy&Corp Development |
| Feb 25, 2022 | Stanfield Paris Watts became a director |
| Feb 25, 2022 | Lisa M Anderson became SVP, General Counsel &Corp Sec |
| Feb 18, 2022 | Melissa S Flores listed as SVP, CHRO (previously SVP-Chief HR Officer) in SEC filings |
| Feb 3, 2022 | The company announced the departure of Denise R Cade as SVP-General Counsel & Corp Sec in an SEC filing |
| Nov 12, 2021 | Daniel J Salliotte first listed as a director in an SEC filing |
| Aug 25, 2021 | Allison S Lausas became VP, Chief Accounting Officer |
| Feb 17, 2021 | Eric D Ashleman listed as CEO and President (previously President and COO) in SEC filings |
| Feb 17, 2021 | Eric D Ashleman first listed as a director in an SEC filing |
| Feb 1, 2021 | Melissa S Flores became SVP-Chief HR Officer |
| Jan 29, 2021 | Lakecia N Gunter became a director |
| Feb 25, 2020 | Eric D Ashleman listed as President and COO (previously SVP - Chief Operating Officer) in SEC filings |
| Jun 17, 2019 | Carl R Christenson became a director |
| Jun 1, 2018 | Daniel J Salliotte listed as SVP - Mergers & Acquisitions (previously SVP-Mergers/Acp & Treasury) in SEC filings |
| Jan 1, 2018 | Mark A Beck became a director |
| Jan 3, 2017 | William K Grogan became SVP - Chief Financial Officer |
| Nov 3, 2016 | James P. MacLennan became SVP, Chief Information Officer |
Not reported recently (10)
- Akhil Mahendra · Last reported as Interim CFO in an SEC filing dated Jun 9, 2025
- Melissa S Flores · Last reported as SVP, CHRO in an SEC filing dated Feb 24, 2025
- Roopa Unnikrishnan · Last reported as SVP, Strategy&Corp Development in an SEC filing dated Feb 24, 2025
- Daniel J Salliotte · Last reported as SVP - Mergers & Acquisitions in an SEC filing dated Feb 18, 2022
- Michael J Yates · Last reported as VP-Chief Accounting Officer in an SEC filing dated Mar 1, 2021
- Andrew K Silvernail · Last reported as a director in an SEC filing dated Dec 1, 2020
- Jeffrey D Bucklew · Last reported as SVP-Chief HR Officer in an SEC filing dated Aug 26, 2020
- Cynthia J Warner · Last reported as a director in an SEC filing dated May 11, 2020
- James P. MacLennan · Last reported as SVP, Chief Information Officer in an SEC filing dated Feb 11, 2020
- Gregory F Milzcik · Last reported as a director in an SEC filing dated Mar 13, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
IEX Proposed Insider Sales (Form 144)
Latest: 2026-08-12
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $92K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Lisa Anderson (1, $92K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-12 | Lisa Anderson | Officer | 385 | $91.8K | 2026-08-12 | UBS Financial Services Inc | — | EDGAR |
| 2026-05-11 | Eric Ashleman | Officer | 15,385 | $3.31M | 2026-05-11 | UBS Financial Services Inc | — | EDGAR |
| 2026-03-04 | Roopa Unnikrishnan | Officer | 4,309 | $880.8K | 2026-03-04 | UBS Financial Services Inc | — | EDGAR |
| 2026-02-06 | Melissa Flores | Officer | 14,150 | $674.9K | 2026-02-06 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0000832101-26-000012 | EDGAR |
| 2026-04-29 | 0000832101-26-000007 | EDGAR |
| 2026-02-09 | 0001193125-26-042918 | EDGAR |
| 2026-02-04 | 0001628280-26-005268 | EDGAR |
| 2025-12-04 | 0001193125-25-308187 | EDGAR |
| 2025-10-29 | 0001628280-25-046909 | EDGAR |
| 2025-09-18 | 0000832101-25-000034 | EDGAR |
| 2025-07-30 | 0000832101-25-000030 | EDGAR |
| 2025-05-21 | 0001193125-25-123635 | EDGAR |
| 2025-05-12 | 0000832101-25-000020 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-19 | 0000832101-26-000003 | EDGAR |
| 2025-02-20 | 0000832101-25-000010 | EDGAR |
| 2024-02-22 | 0000832101-24-000009 | EDGAR |
| 2023-02-23 | 0000832101-23-000013 | EDGAR |
| 2022-02-24 | 0000832101-22-000008 | EDGAR |
| 2021-02-25 | 0000832101-21-000017 | EDGAR |
| 2020-02-21 | 0000832101-20-000007 | EDGAR |
| 2019-02-28 | 0000832101-19-000005 | EDGAR |
| 2018-02-22 | 0000832101-18-000019 | EDGAR |
| 2017-02-23 | 0000832101-17-000016 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0000832101-26-000009 | EDGAR |
| 2025-10-29 | 0001628280-25-047080 | EDGAR |
| 2025-07-30 | 0000832101-25-000032 | EDGAR |
| 2025-05-01 | 0000832101-25-000017 | EDGAR |
| 2024-10-30 | 0000832101-24-000055 | EDGAR |
| 2024-08-01 | 0000832101-24-000044 | EDGAR |
| 2024-04-24 | 0000832101-24-000016 | EDGAR |
| 2023-10-26 | 0000832101-23-000048 | EDGAR |
| 2023-07-27 | 0000832101-23-000034 | EDGAR |
| 2023-04-27 | 0000832101-23-000019 | EDGAR |
ETF Holders
243 ETFs hold IEX
25 shown · $3.30B total exposure · 0.04% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $531.7M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.03% | $441.1M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.21% | $378.3M | — | 2026-09-30 |
| 4 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.38% | $246.2M | — | 2026-09-30 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.03% | $234.9M | $870.0B | 2026-10-29 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.03% | $217.1M | $813.6B | 2026-10-29 |
| 7 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $209.3M | — | 2026-10-29 |
| 8 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 1.05% | $146.0M | — | 2026-10-30 |
| 9 | XLI State Street® Industrial Select Sector SPDR® ETF | SPDR (State Street) | 0.33% | $102.7M | $31.5B | 2026-10-29 |
| 10 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.07% | $95.1M | — | 2026-09-30 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.13% | $75.3M | $58.1B | 2026-10-29 |
| 12 | PHO Invesco Water Resources ETF | Invesco | 3.39% | $69.7M | — | 2026-10-29 |
| 13 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.07% | $68.7M | — | 2026-09-30 |
| 14 | FIW First Trust Water ETF | First Trust | 3.58% | $65.5M | $1.8B | 2026-10-29 |
| 15 | SPLV Invesco S&P 500 Low Volatility ETF | Invesco | 0.85% | $63.9M | — | 2026-10-29 |
| 16 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.03% | $49.1M | $185.3B | 2026-10-29 |
| 17 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.29% | $42.7M | — | 2026-05-31 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.05% | $41.3M | — | 2026-10-29 |
| 19 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.05% | $38.8M | $83.2B | 2026-10-29 |
| 20 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.11% | $35.9M | — | 2026-10-29 |
| 21 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.43% | $34.4M | $8.1B | 2026-10-29 |
| 22 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.35% | $31.1M | $8.7B | 2026-10-29 |
| 23 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.06% | $29.4M | $50.7B | 2026-10-29 |
| 24 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.17% | $25.5M | $14.9B | 2026-10-29 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.02% | $22.6M | $95.5B | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
32.43
TTM Diluted EPS
$7.21
TTM Revenue
$3.66B
TTM Net Income
$535.80M
TTM Op. Cash Flow
$752.70M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $951.70M | $144.10M | $1.95 | $239.50M |
| Q2 '26 | 2026-06-30 | $920.60M | $143.40M | $1.93 | $200.00M |
| Q1 '26 | 2026-03-31 | $886.90M | $120.00M | $1.61 | $103.70M |
| Q4 '25 | 2025-12-31 | $899.10M | $128.30M | $1.71 | $209.50M |
| Q3 '25 | 2025-09-30 | $878.70M | $127.80M | $1.70 | $203.50M |
| Q2 '25 | 2025-06-30 | $865.40M | $131.60M | $1.74 | $161.70M |
| Q1 '25 | 2025-03-31 | $814.30M | $95.50M | $1.26 | $105.70M |
| Q4 '24 | 2024-12-31 | $862.90M | $123.20M | $1.62 | $172.60M |
| Q3 '24 | 2024-09-30 | $798.20M | $119.10M | $1.57 | $205.30M |
| Q2 '24 | 2024-06-30 | $807.20M | $141.30M | $1.86 | $133.60M |
| Q1 '24 | 2024-03-31 | $800.50M | $121.40M | $1.60 | $156.60M |
| Q4 '23 | 2023-12-31 | $788.90M | $108.60M | $1.43 | $201.00M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
33.65
P/B
4.36
P/S
4.88
EV/EBITDA
19.36
EV/Sales
5.22
ROE
13.0%
ROA
7.5%
Div Yield
1.22%
FCF Yield
4.10%
Debt/Equity
0.46
Current Ratio
—
Market Cap
$17.49B
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.48M
SI % of Float
3.39%
Days to Cover
3.66
Short Vol Ratio
46.2%
Free Float
73.32M
Float %
99.5%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-14