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Citi cuts IDEX Corp stock target, maintains buy rating on Q2 results

EditorNatashya Angelica
Published 08/05/2024, 06:23 AM
IEX
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On Monday, Citi revised its price target on shares of IDEX Corp (NYSE:IEX), a diversified industrial company, reducing it to $249 from the previous $277. The firm has kept a Buy rating on the stock. The adjustment follows IDEX's second-quarter 2024 results and the company's revised guidance for 2024.

IDEX Corp's recent financial performance and future expectations prompted the firm to update its model, leading to a change in the earnings per share (EPS) estimates for the years 2024 and 2025. The EPS projections have been adjusted to $7.85 for 2024 and $8.30 for 2025, a decrease from the earlier estimates of $8.30 and $8.70 respectively.

The reduced price target of $249 is based on a multiple of 30 times the updated 2025 EPS estimate. This is a change from the previous target, which was set at around 32 times the prior 2024 EPS estimate. The decision to lower the price target reflects a more conservative outlook on near-term growth compared to the firm's earlier expectations.

Despite the revised price target, Citi continues to see value in IDEX Corp, as evidenced by the maintained Buy rating. The company's updated guidance and recent quarterly performance have been key factors in the firm's reassessment of IDEX's stock value.

IDEX Corp's shareholders and potential investors now have revised figures to consider as they evaluate their positions in the company. The new stock price target of $249 offers insight into the firm's valuation of the stock based on the latest available financial data and market conditions.

In other recent news, IDEX Corporation unveiled its Q2 2024 financial results, which displayed a blend of strong and weak performances. The company's adjusted EBITDA margin and adjusted EPS outperformed previous guidance, while overall sales witnessed a dip. Noteworthy recent developments include the acquisition of Mott Corporation and the divestiture of Alfa Valvole.

Despite some market challenges, IDEX maintains a positive outlook for its long-term prospects and continues to channel investments into growth and innovation. The company anticipates Q3 2024 organic sales growth between 0% and 1% and has revised its full-year revenue outlook to a decline of 1% to 2%. The adjusted EBITDA margin is projected at approximately 27% for Q3, and full-year GAAP diluted EPS is expected to range from $6.85 to $6.95.

IDEX's financial performance has been mixed, with a decrease in sales by 5% reported and 4% organically, while gross margin and adjusted gross margin showed expansion. The company is focused on driving profitable growth and remains confident in its long-term prospects.

InvestingPro Insights

As investors digest the revised price target from Citi for IDEX Corp (NYSE:IEX), real-time data from InvestingPro provides additional context to the company's financial health and stock performance. IDEX's commitment to shareholder returns is evident with the company raising its dividend for 14 consecutive years and maintaining payments for 30 consecutive years, showcasing a stable and shareholder-friendly policy (InvestingPro Tips). Furthermore, the company's stock is trading near its 52-week low, potentially offering an attractive entry point for value-oriented investors (InvestingPro Tips).

Key financial metrics from InvestingPro show a market capitalization of $14.7 billion, with a P/E ratio standing at 25.38, reflecting investor sentiment on the company's earnings capacity. The company's gross profit margin remains strong at 44.35%, indicating robust operational efficiency over the last twelve months as of Q2 2024. Additionally, with liquid assets exceeding short-term obligations, IDEX operates with a solid liquidity position (InvestingPro Data).

For those seeking a more in-depth analysis, there are over 10 additional InvestingPro Tips available, which can provide further guidance on IDEX's stock potential and financial stability. These tips, alongside real-time metrics and analyst insights, are accessible for IDEX at InvestingPro's dedicated page for the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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