IDEXX Laboratories (IDXX): From a Detractor to a Revivor

5 days ago 3

Soumya Eswaran

Tue, January 13, 2026 astatine 6:39 AM CST 2 min read

Fundsmith, an concern absorption steadfast based successful London, has released its yearly 2025 capitalist missive for its “Fundsmith Equity Fund.” A transcript of the missive tin beryllium downloaded here. The money focuses connected investing successful equities globally. The T Class Accumulation shares wherever the steadfast invested returned 0.8% successful 2025, compared to 12.8% for the MSCI World Index (‘Index’) successful sterling with dividends reinvested. Since its inception, the money has returned 1.7% p.a. much than the index. The money attributed its underperformance during 2025 to scale concentration, the maturation of assets successful Index Funds, and weakness successful the dollar. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Fundsmith Equity Fund highlighted stocks specified arsenic IDEXX Laboratories, Inc. (NASDAQ:IDXX). IDEXX Laboratories, Inc. (NASDAQ:IDXX) develops, manufactures, and distributes products chiefly for the companion carnal veterinary, livestock and poultry, dairy, and h2o investigating markets. The one-month instrumentality of IDEXX Laboratories, Inc. (NASDAQ:IDXX) was 4.56%, and its shares gained 73.13% of their worth implicit the past 52 weeks. On January 12, 2026, IDEXX Laboratories Inc. (NASDAQ:IDXX) banal closed astatine $724.76 per share, with a marketplace capitalization of $57.98 billion.

Fundsmith Equity Fund stated the pursuing regarding IDEXX Laboratories, Inc. (NASDAQ:IDXX) successful its 4th fourth 2025 capitalist letter:

"IDEXX Laboratories, Inc. (NASDAQ:IDXX), the veterinary diagnostic instrumentality business, makes its sixth quality having resurrected its presumption from being a detractor past twelvemonth erstwhile it was suffering from the ebbing of the Covid epoch mania for favored adoption."

IDEXX Laboratories, Inc. (NASDAQ:IDXX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 55 hedge money portfolios held IDEXX Laboratories, Inc. (NASDAQ:IDXX) astatine the extremity of the 3rd quarter, up from 48 successful the erstwhile quarter. IDEXX Laboratories Inc.’s (NASDAQ:IDXX) revenue accrued 13% arsenic reported and 12% organically successful the 3rd 4th of 2025. While we admit the imaginable of IDEXX Laboratories, Inc. (NASDAQ:IDXX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered IDEXX Laboratories, Inc. (NASDAQ:IDXX) and shared Baron Asset Fund's views connected the institution successful the erstwhile quarter. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.