Adams Diversified Equity Fund 13F: Adds $2.2M to IDEX (IEX) Stake

Adams Diversified Equity Fund boosted its stake in IDEX Corporation (NYSE: IEX) by buying 9,600 shares during the quarter, according to a Form 13F filed with the SEC on October 21, 2026. The filing showed the fund's holdings grew 9.6% to reach a total of 109,600 shares. The reported value of the position stood at $24,986,608. IDEX Corporation shares closed at $235.43 on the day of the filing.

IEX IDEX Corporation

$235.43 ▲ +33.29% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Adams Diversified Equity Fund's IDEX Position

The fund expanded its previous stake of 100,000 shares by adding 9,600 shares. This adjustment brought the total investment to 109,600 shares. The reported value reached roughly $25.0 million based on period-end figures.

Other Institutional Activity in IDEX Corporation

Other large funds also adjusted their positions in the industrial machinery maker recently. Primecap Management Company reduced its holdings by 2,973 shares, ending with 3,300,072 shares worth about $749.7 million. Millennium Management LLC grew its stake by adding 373,848 shares, finishing with 2,369,834 shares valued at roughly $538.4 million. Nordea Investment Management AB trimmed its position by 31,286 shares to hold 1,842,144 shares worth about $418.5 million. Victory Capital Management Inc. lifted its holdings by 14,364 shares, ending with 1,526,370 shares valued at approximately $346.8 million.

IDEX Corporation Stock Down 3.3%

IDEX recently traded around $227.59, sitting below its 50-day moving average of $230.71 and above its 200-day moving average of $214.55. The stock has traded between a 52-week low of $160.60 and a 52-week high of $243.80. The company carries a market capitalization of roughly $16.7 billion.

Recent Earnings

IDEX reported trailing twelve month revenue of $3.59 billion alongside earnings of $6.95 per share. The company posted a net profit margin of 14.5% and a return on equity of 13.0%. Revenue grew 6.4% on a year-over-year basis. The next corporate earnings update is scheduled for October 28, 2026.

Dividend

IDEX pays an annual dividend rate of $2.92 per share, which translates to a dividend yield of 1.24%. The payout ratio sits at 51.6%, meaning the firm distributes just over half of its earnings to shareholders.

Insider Buying and Selling at IDEX Corporation

Company insiders executed several trades prior to the filing. Director Katrina L. Helmkamp bought 2,500 shares at $159.61 per share on August 7, 2025, for a total of $399,026. Director Carl R. Christenson purchased 600 shares at $169.41 per share on November 5, 2025, totaling $101,647. Chief Executive Officer Eric D. Ashleman sold 15,385 shares on May 11, 2026, totaling $3,311,195. General Counsel Lisa M. Anderson sold 385 shares at $238.59 per share on August 12, 2026, for a total of $91,859.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the stock in recent months. DA Davidson maintained a Neutral rating with a $240 target on August 6, 2026. Mizuho upgraded the stock to Outperform with a $280 target on August 12, 2026. Oppenheimer maintained an Outperform rating while raising its target to $270 on September 9, 2026. RBC Capital reiterated its Outperform rating with a $285 target on October 14, 2026. Oppenheimer later maintained an Outperform rating with a $275 target on October 21, 2026. Overall, the stock holds a consensus buy rating with a mean price target of $256.57 across 14 analyst opinions.

About IDEX Corporation

IDEX Corporation designs and manufactures applied fluidics, fire safety equipment, and specialized engineered products. Headquartered in Northbrook, Illinois, the company operates across three main divisions focused on health and science technologies, fluid metering, and diversified industrial products. Its systems serve diverse global industries ranging from agriculture to medical diagnostics.

Bottom Line

Adams Diversified Equity Fund's increased stake reflects continued institutional attention on the industrial manufacturer. Investors will be looking toward the upcoming earnings release on October 28, 2026, for further updates on operational performance and margin trends.