IDEX (IEX) has touched its pre-ex close within 30 trading days in 89% of the last 19 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.17), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, IEX sits noticeably below the Industrials sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Aug 24, 2026 (±7 days), based on the historical pattern; the company has not yet declared a dividend.
- Touch rate (30d)
- 89%-6pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.17in line with sector
Recovery engine
TL;DR over the most recent 19 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 89% | -6pp vs sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.17 | in line with sector |
| Avg gap on ex-date | -0.39% | in line with sector |
| Win rate at MOC exit | 50% | — |
| Median drawdown during hold | -3.14% | +0.89pp vs sector |
| Best / worst touch (days) | 1 / 11 | — |
Next ex-dividend
Estimated from historical pattern ±7 days.
| Dividend | $0.73 |
| Per-event yield | 0.37% |
| Annualized yield | 1.37% |
| Previously paid | Jan 16, 2026 ($0.71) |
| Last record date | Jan 16, 2026 |
| Last payment date | Jan 30, 2026 |
IEX Dividend Capture History — Last 20 Ex-Dividend Events
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for IDEX (IEX). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q1 | $0.71 | -0.74% | $195.30 | 1 | yes | yes | -1.79% | +0.33% | |
| Q4 | $0.71 | 0.00% | $165.85 | 1 | yes | yes | -3.97% | +0.71% | |
| Q3 | $0.71 | -1.23% | $185.42 | 9 | no | yes | -4.49% | -0.72% | |
| Q2 | $0.71 | -1.76% | $190.85 | 1 | yes | yes | -7.38% | -3.51% | |
| Q1 | $0.69 | 1.26% | $217.27 | 1 | yes | yes | -0.83% | +2.23% | |
| Q4 | $0.69 | -0.23% | $208.45 | 1 | yes | yes | -3.06% | +1.33% | |
| Q3 | $0.69 | 0.61% | $203.48 | 1 | yes | yes | -2.55% | +0.09% | |
| Q2 | $0.69 | -0.38% | $224.20 | >30 | no | no | -8.64% | -3.55% | |
| Q1 | $0.64 | -0.26% | $209.62 | 2 | yes | yes | -3.23% | -0.93% | |
| Q4 | $0.64 | -0.12% | $209.03 | >30 | no | no | -11.57% | -6.12% | |
| Q3 | $0.64 | -0.40% | $215.56 | 11 | no | yes | -3.24% | -1.49% | |
| Q2 | $0.64 | -0.39% | $208.19 | 1 | yes | yes | -2.66% | +1.37% | |
| Q1 | $0.60 | 0.00% | $235.48 | 1 | yes | yes | -4.06% | -1.56% | |
| Q4 | $0.60 | -2.05% | $200.40 | 1 | yes | yes | -2.56% | -0.25% | |
| Q3 | $0.60 | -0.89% | $181.42 | 1 | yes | yes | -2.29% | +6.52% | |
| Q2 | $0.60 | -1.11% | $186.17 | 1 | yes | yes | -3.69% | -0.04% | |
| Q1 | $0.54 | -0.21% | $226.93 | 1 | yes | yes | -8.71% | -3.19% | |
| Q4 | $0.54 | 0.52% | $206.07 | 1 | yes | yes | 0.52% | +7.14% | |
| Q3 | $0.54 | 0.06% | $223.43 | 1 | yes | yes | -2.05% | +2.05% | |
| Q2 | $0.54 | 0.30% | $220.03 | 1 | yes | yes | -0.50% | +1.44% |
- +0.33%
- +0.71%
- -0.72%
- -3.51%
- +2.23%
- +1.33%
- +0.09%
- -3.55%
- -0.93%
- -6.12%
- -1.49%
- +1.37%
- -1.56%
- -0.25%
- +6.52%
- -0.04%
- -3.19%
- +7.14%
- +2.05%
- +1.44%
IEX Pre-Ex Touch Time Distribution
First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.
| Touch window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 15 | 75% | |
| 2–3 days | 1 | 5% | |
| 4–5 days | 0 | 0% | |
| 6–10 days | 1 | 5% | |
| 11–30 days | 1 | 5% | |
| 30+ | 2 | 10% |
IEX Dividend Capture Calculator — After-Tax Yield
Pre-filled with IEX's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.
- Gross dividend
- $146.00
- After-tax dividend
- $94.90
- Slippage round-trip
- -$39.06
- Net if price returns to pre-ex
- +$55.84
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.14%
- Annual if all succeed
- ~7.2%
IEX Dividend Capture Backtest Simulator
Replay every historical IEX ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · IEX (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.25% | |
| +0.24% | |
| +0.26% | |
| +0.24% | |
| +0.32% | |
| +0.33% | |
| +0.30% | |
| +0.25% | |
| +0.31% | |
| -1.49% | |
| -6.12% | |
| +0.31% | |
| -3.55% | |
| +0.34% | |
| +0.33% | |
| +0.32% | |
| +0.37% | |
| -0.72% | |
| +0.43% | |
| +0.36% |
Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.