Who Owns IDEX Company?

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Who Owns IDEX Corporation?

Understanding IDEX Corporation's ownership is key to grasping its strategic direction and influence. Founded in 1988 through a leveraged buyout by Kohlberg Kravis Roberts (KKR) from Houdaille Industries, IDEX Corporation began its journey.

IDEX, an acronym for 'Innovation, Diversity, and Excellence,' is a global industrial leader. Its diverse product portfolio includes specialized fluidics systems and dispensing equipment, vital for sectors like pharmaceuticals and food and beverage. The company's IDEX BCG Matrix analysis would highlight its varied market positions.

As of February 2025, IDEX operates globally with approximately 9,000 employees across 20 countries. The company's stock is publicly traded on the New York Stock Exchange under the ticker symbol IEX. In 2024, IDEX reported total sales exceeding $3.1 billion, with a market capitalization of $12 billion as of August 1, 2025, underscoring its significant presence in the industrial sector.

The ownership of IDEX Corporation traces back to its inception in 1988 through a leveraged buyout orchestrated by Kohlberg Kravis Roberts & Co. (KKR). This private equity firm acquired industrial product units from Houdaille Industries, consolidating them to form the foundation of IDEX. KKR, therefore, served as the initial controlling entity, shaping the company's early structure and direction.

Founding Through Acquisition

IDEX Corporation was established in 1988 via a leveraged buyout by Kohlberg Kravis Roberts & Co. (KKR). KKR acquired several industrial product units from Houdaille Industries, forming the initial IDEX entity.

Initial Public Offering

The company went public on June 2, 1989, with its shares listed on the New York Stock Exchange. The IPO raised $3.3 million by offering 3.3 million common shares at $14.50 each.

Early Ownership Structure

While specific founder percentages are not detailed, KKR's role in the LBO signifies their significant initial control. The IPO marked the beginning of diversified public ownership.

First Leadership

Donald N. Boyce was appointed as the company's inaugural chairman and CEO. His leadership guided IDEX through its formative years following the acquisition and IPO.

Publicly Traded Status

IDEX Corporation is a publicly traded company, meaning its shares are available for purchase by the general public. This structure allows for broad IDEX stock ownership.

Evolution of Ownership

The transition from private equity control to public ownership signifies a shift in the IDEX company ownership structure. This process is common for companies originating from LBOs.

IDEX Corporation Ownership Overview

Understanding who owns IDEX Corporation involves looking at its history from a private equity-backed entity to a publicly traded company. The initial acquisition by KKR laid the groundwork for the current IDEX company ownership structure, which is now dispersed among a wide range of IDEX shareholders.

• IDEX Corporation's journey began with a leveraged buyout by KKR in 1988.
• The company's initial public offering (IPO) occurred in 1989, making it a publicly traded entity.
• KKR was the primary owner at inception, with ownership diversifying post-IPO.
• Donald N. Boyce served as the first chairman and CEO, guiding the company's early operations.
• The current IDEX stock ownership is spread across various institutional and individual investors.
• For a deeper dive into how companies like IDEX generate revenue, explore Revenue Streams & Business Model of IDEX.

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Since its initial public offering in June 1989, IDEX Corporation's ownership has transformed from private equity backing to a widely distributed public entity. This evolution reflects its growth and integration into the broader financial markets, with a market capitalization reaching $12 billion by August 1, 2025.

Institutional investors represent the largest segment of IDEX Corporation's ownership, holding approximately 85.11% of the company's stock as of 2025. This significant institutional presence underscores the company's status as a major publicly traded entity. Within this broad institutional base, specific funds like Vanguard Total Stock Market Index Fund and Vanguard 500 Index Fund held substantial stakes as of June 30, 2025, at 3.21% and 2.84% respectively. Insider ownership, comprising shares held by company executives and directors, accounts for a smaller portion at about 2.61%. This distribution suggests that strategic and governance decisions are largely influenced by the collective interests of institutional shareholders rather than a concentrated insider group, a common trajectory for mature public companies that have undergone growth and acquisition phases, much like the journey detailed in the Brief History of IDEX.

IDEX Corporation Ownership Overview

Understanding IDEX company ownership reveals a landscape dominated by institutional investors, reflecting its public market stature.

• Institutional investors hold 85.11% of IDEX stock as of 2025.
• The Vanguard Group is the largest single institutional shareholder.
• Insider ownership is relatively low at 2.61%.
• The ownership structure reflects a typical mature public company.

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The Board of Directors at IDEX Corporation is instrumental in guiding the company's strategic path and corporate governance. As of May 2025, the board comprises twelve members, operating under a three-class staggered system. This structure ensures that a portion of the board is up for election annually, with terms lasting three years.

Eric D. Ashleman holds the positions of Chief Executive Officer and President, alongside his directorial duties. While specific board seats tied to major shareholders are not explicitly detailed, it is customary for large institutional investors to maintain communication channels with board members. Independent directors may also be nominated with consideration given to input from significant shareholders, influencing the IDEX Corporation ownership structure. The voting power for IDEX common stock operates on a one-share-one-vote principle, meaning each share grants one vote. Cumulative voting is not employed, and most stockholder actions require a majority vote, with director elections needing a plurality of votes cast. This structure typically empowers institutional investors due to their substantial holdings, impacting IDEX stock ownership. At the May 2025 Annual Meeting of Stockholders, shareholders approved executive compensation and ratified the appointment of Deloitte & Touche LLP as the independent registered accounting firm for 2025, reflecting confidence in the current management and oversight.

Understanding IDEX Voting Power

The voting structure at IDEX Corporation is designed to reflect shareholder equity. Understanding this structure is key to comprehending IDEX company ownership and the influence of various IDEX shareholders.

• One-share-one-vote system is in place.
• No cumulative voting is utilized.
• Majority vote required for most actions.
• Director elections need a plurality of votes.
• Institutional investors collectively hold significant voting power.

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In recent years, IDEX Corporation's ownership trends have been shaped by strategic acquisitions and capital management activities. These actions, including significant purchases and debt repayments, influence the company's financial structure and shareholder base, reflecting a dynamic approach to growth and investor returns.

Institutional investors remain the dominant force in IDEX's ownership structure, holding approximately 85.11% of the company's stock as of 2025. This high institutional ownership is characteristic of established public companies and suggests a focus on long-term investment strategies. The company's consistent dividend growth, with 15 consecutive annual increases, and its recent strategic acquisitions, such as Mott Corporation and Micro-LAM, Inc., underscore a commitment to enhancing shareholder value and expanding its market presence. These developments are crucial for understanding the IDEX Corporation ownership structure and who owns IDEX.

Institutional Dominance in IDEX Ownership

Institutional investors hold a significant majority, around 85.11%, of IDEX stock in 2025. This reflects a strong preference for the company among large investment funds and financial institutions.

Strategic Acquisitions Impacting Ownership

Recent acquisitions, like Mott Corporation and Micro-LAM, Inc., expand IDEX's business segments. These growth initiatives can influence the company's financial health and, consequently, its attractiveness to various shareholder groups.

Shareholder Returns and Stability

IDEX has demonstrated a commitment to shareholder returns by increasing its dividend for 15 consecutive years. The latest quarterly dividend of $0.71 per common share, approved in July 2025, supports investor confidence and ownership stability.

Financial Management and Shareholder Value

The company's financial strategies, including share repurchases and debt repayment, aim to enhance shareholder value. These actions, alongside revised earnings guidance, provide insights into the IDEX stock ownership dynamics and Marketing Strategy of IDEX.

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