9,900 Cognex Corporation $CGNX Shares Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al raised its holdings in shares of Cognex Corporation (NASDAQ:CGNX) by 89.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,000 shares of the scientific and technical instruments company’s stock after purchasing an additional 9,900 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Cognex were worth $1,274,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. IFP Advisors Inc grew its stake in shares of Cognex by 21.6% in the 2nd quarter. IFP Advisors Inc now owns 956 shares of the scientific and technical instruments company’s stock worth $69,000 after buying an additional 170 shares during the last quarter. State of Michigan Retirement System increased its position in Cognex by 0.5% during the 1st quarter. State of Michigan Retirement System now owns 39,853 shares of the scientific and technical instruments company’s stock valued at $1,952,000 after buying an additional 200 shares in the last quarter. Mather Group LLC. raised its stake in Cognex by 81.3% during the third quarter. Mather Group LLC. now owns 446 shares of the scientific and technical instruments company’s stock valued at $27,000 after buying an additional 200 shares during the last quarter. SYM FINANCIAL Corp raised its stake in Cognex by 6.3% during the third quarter. SYM FINANCIAL Corp now owns 3,372 shares of the scientific and technical instruments company’s stock valued at $204,000 after buying an additional 201 shares during the last quarter. Finally, Eastern Bank raised its stake in Cognex by 20.0% during the third quarter. Eastern Bank now owns 1,242 shares of the scientific and technical instruments company’s stock valued at $75,000 after buying an additional 207 shares during the last quarter. 88.12% of the stock is currently owned by hedge funds and other institutional investors.

Key Cognex News

Here are the key news stories impacting Cognex this week:

• Positive Sentiment: Q3 adjusted EPS was $0.53, above estimates of about $0.51–$0.52 and up from $0.33 a year earlier. Revenue increased 13% year over year to $313.39 million, and the company raised its 2026 guidance after a record quarter. Cognex Reports Third Quarter 2026 Results Cognex Fiscal Q3 Adjusted Earnings, Revenue Increase; 2026 Guidance Raised
• Positive Sentiment: Cognex raised its quarterly dividend 5.9%, from $0.085 to $0.09 per share, equivalent to $0.36 annually and a 0.7% yield. Cognex dividend announcement
• Neutral Sentiment: One valuation article argued CGNX could be 33% undervalued; this is an opinion rather than a company announcement or guaranteed catalyst. Cognex Could Be 33% Undervalued Following Record Q3 and Raised Outlook
• Negative Sentiment: Revenue came in just below consensus ($313.39 million versus $313.62 million). Although EPS beat estimates, the small revenue miss and reports of a post-results stock decline suggest investors may have expected a stronger surprise. Cognex Q3 2026 Results and Stock Reaction

Cognex Trading Down 8.7%

CGNX stock opened at $53.06 on Thursday. The stock has a market capitalization of $8.93 billion, a PE ratio of 51.52 and a beta of 1.49. Cognex Corporation has a 12-month low of $34.60 and a 12-month high of $72.88. The stock’s 50 day simple moving average is $59.65 and its 200 day simple moving average is $57.96.

Cognex (NASDAQ:CGNX) last issued its earnings results on Wednesday, November 4th. The scientific and technical instruments company reported $0.53 EPS for the quarter, beating the consensus estimate of $0.52 by $0.01. The business had revenue of $313.39 million for the quarter, compared to the consensus estimate of $313.62 million. Cognex had a return on equity of 13.50% and a net margin of 16.05%. The company’s revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $0.33 EPS. On average, research analysts predict that Cognex Corporation will post 1.68 earnings per share for the current year.

Cognex Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Thursday, November 19th will be given a dividend of $0.09 per share. This represents a $0.36 annualized dividend and a dividend yield of 0.7%. This is a boost from Cognex’s previous quarterly dividend of $0.0850. The ex-dividend date of this dividend is Thursday, November 19th. Cognex’s payout ratio is 33.01%.

Analysts Set New Price Targets

CGNX has been the topic of a number of recent research reports. Barclays increased their target price on Cognex from $80.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, October 12th. HSBC lowered Cognex from a “buy” rating to a “hold” rating and set a $65.00 price target for the company. in a research report on Monday, August 10th. Truist Financial set a $74.00 price target on Cognex and gave the stock a “hold” rating in a research report on Monday, October 5th. Wall Street Zen cut shares of Cognex from a “buy” rating to a “hold” rating in a research note on Sunday, September 13th. Finally, Zacks Research downgraded shares of Cognex from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $75.57.

Cognex Profile

Cognex Corporation develops machine vision and industrial identification technologies that help manufacturers and businesses automate inspection, measurement, guidance, and tracking processes. Its systems use cameras, sensors, software, and artificial intelligence to analyze images and identify products, defects, components, and other objects.

The company’s product portfolio includes vision systems, industrial cameras, vision sensors, barcode readers, optical character recognition tools, three-dimensional vision systems, and machine vision software.