Insider activity and transaction specifics
Executive Vice President George Fennell sold 10,615 shares of common stock of Idexx Laboratories (NASDAQ: IDXX) on February 10, 2026, according to a Form 4 filing. The sales were carried out in more than one trade at prices ranging from $642.9974 to $650.32 per share, totaling approximately $7.3 million.
The same filing shows option exercises tied to early-February transactions. Fennell exercised options to acquire 1,476 shares on February 9 and 11,345 shares on February 10 at an exercise price of $67.85 per share. The filing lists the aggregate value of those exercised options as $869,904.
Quarterly results and contrasting reports
Idexx reported fourth-quarter revenue of $1.091 billion, a year-over-year increase of 14%, which exceeded an analyst expectation of $1.072 billion. The company’s reported earnings per share for the quarter were $3.08, above the Street estimate of $2.93.
However, a separate report highlighted a slight miss for the company’s Q4 2025 earnings, with EPS at $2.92, narrowly under a forecast of $2.93, even as revenue came in at $1.09 billion versus an expected $1.07 billion. Those two portrayals present a mixed picture of the quarter depending on which metrics and estimates are emphasized.
Analyst stance and investor scrutiny
BTIG retained a Buy rating on Idexx Laboratories but trimmed its price target from $830.00 to $800.00, specifically citing concerns about the company’s 2026 guidance. Taken together, the insider share sale, option exercises and the mixed earnings signals are noted in the filing and analyst commentary as factors that keep investor attention focused on the company’s near-term outlook.
Contextual note
The filings and analyst action detailed above reflect ongoing market interest and scrutiny of Idexx’s financial performance and guidance. The company’s reported top-line growth and reported EPS beats sit alongside a narrowly reported EPS miss in another account, and an unchanged-but-lowered price target from a covering analyst firm.