IDEXX Laboratories (IDXX) Positioned to Benefit from Growing Aging Pet Market

3 weeks ago 10

Soumya Eswaran

Thu, February 5, 2026 astatine 8:22 AM CST 2 min read

Baron Funds, an concern absorption company, released its fourth-quarter capitalist missive for the “Baron Focused Growth Fund”. A transcript of the missive tin beryllium downloaded here. The Fund delivered beardown results successful the 4th quarter, appreciating 12.34% (Institutional Shares) compared to the Russell 2500 Growth Index’s (the Benchmark) 0.33 % return. The Fund returned 22.26% successful 2025 compared to 10.31% instrumentality for the index. The steadfast highlighted its continued religion successful its portfolio companies successful the letter. As of December 31, 2025, the Fund’s apical 10 positions clasp 60.1% of nett assets. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Baron Focused Growth Fund highlighted stocks similar IDEXX Laboratories, Inc. (NASDAQ:IDXX). IDEXX Laboratories, Inc. (NASDAQ:IDXX) is simply a US-based healthcare institution that manufactures products for the companion carnal veterinary, livestock and poultry, dairy, and h2o investigating industries. On February 4, 2026, IDEXX Laboratories, Inc. (NASDAQ:IDXX) banal closed astatine $642.94 per share. IDEXX Laboratories, Inc. (NASDAQ:IDXX) delivered a -9.75% instrumentality successful the past month, and its shares are up 39.60% implicit the past 12 months. IDEXX Laboratories, Inc. (NASDAQ:IDXX) has a marketplace capitalization of $51.438 billion.

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

"In Health Care, we put successful competitively advantaged companies that are leaders successful their industries specified arsenic IDEXX Laboratories, Inc. (NASDAQ:IDXX), the starring supplier of diagnostics to the veterinary manufacture and who is benefiting from the summation successful pets that radical acquired during the COVID pandemic, particularly arsenic these pets age. The Fund is further diversified by investments successful businesses astatine antithetic stages of maturation and development."

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. 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.