Cognex Corporation $CGNX Shares Bought by Equitable Trust Co.

Equitable Trust Co. grew its position in shares of Cognex Corporation (NASDAQ:CGNX) by 121.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 19,146 shares of the scientific and technical instruments company’s stock after purchasing an additional 10,483 shares during the quarter. Equitable Trust Co.’s holdings in Cognex were worth $689,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Quent Capital LLC acquired a new position in shares of Cognex during the 3rd quarter valued at $26,000. REAP Financial Group LLC acquired a new position in shares of Cognex during the 3rd quarter valued at $27,000. CIBC Private Wealth Group LLC increased its position in shares of Cognex by 74.8% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 764 shares of the scientific and technical instruments company’s stock valued at $35,000 after purchasing an additional 327 shares during the period. First Horizon Corp acquired a new position in shares of Cognex during the 3rd quarter valued at $38,000. Finally, Geneos Wealth Management Inc. grew its holdings in shares of Cognex by 402.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 919 shares of the scientific and technical instruments company’s stock worth $27,000 after acquiring an additional 736 shares during the last quarter. 88.12% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CGNX has been the topic of a number of recent research reports. Wall Street Zen cut Cognex from a “buy” rating to a “hold” rating in a report on Saturday, April 11th. Cantor Fitzgerald restated an “overweight” rating and issued a $63.00 target price on shares of Cognex in a report on Friday, February 13th. DA Davidson set a $55.00 target price on Cognex and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Robert W. Baird set a $55.00 target price on Cognex in a report on Tuesday, February 17th. Finally, Truist Financial decreased their target price on Cognex from $52.00 to $50.00 and set a “hold” rating on the stock in a report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $59.50.

Trending Headlines about Cognex

Here are the key news stories impacting Cognex this week:

• Positive Sentiment: Q1 results beat expectations — Cognex reported $0.34 EPS vs. $0.25 consensus and revenue of $268.4M vs. $246.0M consensus, with improved margins. The print demonstrates demand resilience and drove the initial upside. Cognex Reports First Quarter 2026 Results
• Positive Sentiment: Management raised Q2 guidance well above Street estimates — EPS guidance of $0.400–$0.440 (vs. $0.300 consensus) and revenue guidance of $280M–$300M (vs. ~$269M consensus), signaling continued growth and margin visibility. This guidance lift is a key catalyst for the stock jump. Cognex Q1 Press Release / Guidance
• Positive Sentiment: New product & partner news bolsters AI/edge roadmap — Cognex launched the In-Sight® 3900, a high-performance embedded AI vision system powered by Qualcomm, which expands addressable markets for edge inspection without an external PC. Product/partnership news supports longer-term revenue and AI positioning. Cognex Launches In-Sight 3900
• Positive Sentiment: Coverage highlighting AI strategy and momentum — industry/market write-ups are emphasizing Cognex’s AI vision push and strong Q1, which can attract momentum and investor interest. Cognex Posts Strong Q1 Results and Boosts AI Vision
• Neutral Sentiment: Valuation and analyst commentary — recent articles assess CGNX’s valuation after the rally; the stock trades at a high P/E relative to history, so further upside may depend on continued execution against raised guidance. Investors should weigh growth vs. current multiple. Assessing Cognex Valuation

Cognex Stock Up 5.8%

Shares of NASDAQ CGNX opened at $62.26 on Thursday. The stock has a market capitalization of $10.40 billion, a price-to-earnings ratio of 92.93 and a beta of 1.48. The stock’s fifty day simple moving average is $52.51 and its 200 day simple moving average is $45.06. Cognex Corporation has a 52-week low of $27.82 and a 52-week high of $63.01.

Cognex (NASDAQ:CGNX) last issued its earnings results on Wednesday, February 11th. The scientific and technical instruments company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.22 by $0.05. The business had revenue of $252.34 million during the quarter, compared to analysts’ expectations of $238.92 million. Cognex had a return on equity of 9.02% and a net margin of 11.51%.Cognex’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the firm posted $0.16 earnings per share. As a group, analysts anticipate that Cognex Corporation will post 0.97 earnings per share for the current year.

Cognex Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 12th. Stockholders of record on Thursday, February 26th were given a $0.085 dividend. This represents a $0.34 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, February 26th. Cognex’s dividend payout ratio (DPR) is 50.75%.

Insider Transactions at Cognex

In other news, Director Robert Willett sold 177,052 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $58.39, for a total value of $10,338,066.28. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Laura Ann Macdonald sold 14,881 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $57.16, for a total value of $850,597.96. Following the completion of the sale, the vice president directly owned 2,212 shares of the company’s stock, valued at approximately $126,437.92. This trade represents a 87.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 196,083 shares of company stock valued at $11,419,321 over the last quarter. Company insiders own 1.70% of the company’s stock.

Cognex Company Profile

Cognex Corporation is a leading provider of machine vision systems, software, sensors and industrial barcode readers used to automate manufacturing, logistics and distribution processes. The company designs and develops vision-based products that help manufacturers and logistics operators inspect, identify and guide parts, assemblies and packaged goods in real time. Its solutions are applied in a broad range of industries, including automotive, electronics, semiconductor, pharmaceutical, food and beverage, and general manufacturing.

The company’s product portfolio includes stand-alone vision systems, vision sensors and deep learning-based software platforms that enable automated inspection, quality control and traceability.