Villere ST Denis J & Co. LLC Decreases Position in IDEXX Laboratories, Inc. $IDXX

Villere ST Denis J & Co. LLC reduced its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX) by 25.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,204 shares of the company’s stock after selling 14,037 shares during the period. IDEXX Laboratories accounts for about 2.6% of Villere ST Denis J & Co. LLC’s holdings, making the stock its 16th biggest position. Villere ST Denis J & Co. LLC’s holdings in IDEXX Laboratories were worth $26,964,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. J.Safra Asset Management Corp acquired a new position in shares of IDEXX Laboratories in the 3rd quarter valued at $31,000. Armstrong Advisory Group Inc. lifted its position in IDEXX Laboratories by 55.9% in the third quarter. Armstrong Advisory Group Inc. now owns 53 shares of the company’s stock valued at $34,000 after acquiring an additional 19 shares during the last quarter. Salomon & Ludwin LLC acquired a new position in IDEXX Laboratories in the third quarter valued at $35,000. Greykasell Wealth Strategies Inc. purchased a new position in shares of IDEXX Laboratories during the third quarter worth about $35,000. Finally, WealthCollab LLC acquired a new stake in shares of IDEXX Laboratories during the second quarter worth about $30,000. Institutional investors and hedge funds own 87.84% of the company’s stock.

IDEXX Laboratories Price Performance

Shares of NASDAQ IDXX opened at $639.60 on Tuesday. The stock has a fifty day moving average price of $703.10 and a 200 day moving average price of $662.65. IDEXX Laboratories, Inc. has a 1-year low of $356.14 and a 1-year high of $769.98. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.18 and a quick ratio of 0.87. The company has a market cap of $51.07 billion, a PE ratio of 50.72, a P/E/G ratio of 3.58 and a beta of 1.67.

IDEXX Laboratories (NASDAQ:IDXX) last announced its quarterly earnings data on Monday, February 2nd. The company reported $3.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.93 by $0.15. IDEXX Laboratories had a net margin of 24.65% and a return on equity of 67.78%. The company had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.07 billion. During the same period in the previous year, the company posted $2.53 EPS. IDEXX Laboratories’s revenue was up 14.3% compared to the same quarter last year. IDEXX Laboratories has set its FY 2026 guidance at 14.290-14.800 EPS. Sell-side analysts forecast that IDEXX Laboratories, Inc. will post 11.93 EPS for the current year.

Insider Transactions at IDEXX Laboratories

In related news, EVP Nimrata Hunt sold 9,425 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $703.34, for a total transaction of $6,628,979.50. Following the completion of the transaction, the executive vice president directly owned 21,149 shares of the company’s stock, valued at $14,874,937.66. This represents a 30.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.98% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. BTIG Research set a $800.00 target price on IDEXX Laboratories in a report on Tuesday. UBS Group boosted their price objective on IDEXX Laboratories from $710.00 to $750.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Barclays started coverage on shares of IDEXX Laboratories in a research report on Monday, December 8th. They set an “overweight” rating and a $850.00 target price on the stock. JPMorgan Chase & Co. upped their price target on shares of IDEXX Laboratories from $675.00 to $775.00 and gave the company an “overweight” rating in a research report on Tuesday, November 4th. Finally, Morgan Stanley increased their price target on shares of IDEXX Laboratories from $765.00 to $805.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 4th. Seven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $760.50.

Key Stories Impacting IDEXX Laboratories

Here are the key news stories impacting IDEXX Laboratories this week:

• Positive Sentiment: Q4 beat: IDXX posted $3.08 EPS (vs. $2.93 consensus) and $1.091B in revenue (up ~14% YoY), with expanding margins — a sign of continued underlying demand and efficiency. IDEXX Laboratories Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management cites resilient demand at vet clinics and higher testing per visit; it says 2026 revenue and profit are expected to come in above Wall Street’s prior estimates. IDEXX forecasts 2026 revenue, profit above estimates on strong demand for pet diagnostics
• Neutral Sentiment: Guidance is mixed: FY?2026 EPS was guided to a range (14.290–14.800) that overlaps the consensus (?14.45), and revenue guidance sits at the low end of estimates ($4.6–4.7B), leaving room for investor interpretation on growth pacing.
• Negative Sentiment: Market reaction: despite the beat, shares sold off in early trading — indicating investors were disappointed by the tone or range of guidance (or rotated out after the run?up). IDEXX Stock Down Despite Q4 Earnings & Revenue Beat, Margins Rise
• Negative Sentiment: Valuation risk: IDXX trades at an elevated P/E, which can amplify downside when guidance is viewed as conservative or when growth expectations are re?priced.

IDEXX Laboratories Company Profile

IDEXX Laboratories, Inc (NASDAQ: IDXX) is a global developer, manufacturer and provider of diagnostic products and services primarily for the animal health, water testing and food safety markets. Headquartered in Westbrook, Maine, the company supplies in-clinic diagnostic instruments, consumables, reference laboratory testing and practice-management tools that support veterinarians, livestock and dairy producers, and utilities and food producers worldwide.

IDEXX’s product portfolio includes point-of-care tests and immunoassays designed for rapid diagnosis in veterinary clinics, in-clinic chemistry and hematology analyzers, automated urinalysis systems, and digital diagnostic solutions.