282,254 Shares in Cognex Corporation $CGNX Purchased by Corient Private Wealth LP

Key Points

• Corient Private Wealth LP acquired 282,254 Cognex shares valued at approximately $20.4 million, giving it a 0.17% stake. Institutional investors collectively own 88.12% of the company.
• Cognex reported quarterly EPS of $0.45, exceeding analyst expectations of $0.42, while revenue rose 16.9% year over year to $291.26 million. The company issued fiscal 2026 EPS guidance of $1.64–$1.68.
• Cognex declared a quarterly dividend of $0.085 per share, equal to a 0.6% annualized yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $75.64, while shares recently opened at $60.46 after a 4% decline.

Corient Private Wealth LP acquired a new stake in Cognex Corporation (NASDAQ:CGNX - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 282,254 shares of the scientific and technical instruments company's stock, valued at approximately $20,441,000. Corient Private Wealth LP owned 0.17% of Cognex at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Cognex during the second quarter worth about $26,000. Geneos Wealth Management Inc. raised its holdings in 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 valued at $27,000 after acquiring an additional 736 shares in the last quarter. Rakuten Securities Inc. bought a new stake in shares of Cognex in the 2nd quarter worth approximately $32,000. Elevation Wealth Partners LLC lifted its position in shares of Cognex by 635.4% in the 2nd quarter. Elevation Wealth Partners LLC now owns 478 shares of the scientific and technical instruments company's stock worth $35,000 after acquiring an additional 413 shares during the period. Finally, CIBC Private Wealth Group LLC grew its holdings 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 worth $35,000 after purchasing an additional 327 shares in the last quarter. Institutional investors and hedge funds own 88.12% of the company's stock.

Cognex Stock Down 4.0%

Shares of CGNX opened at $60.46 on Friday. The stock's fifty day simple moving average is $64.43 and its 200-day simple moving average is $59.46. The firm has a market capitalization of $10.17 billion, a PE ratio of 58.70 and a beta of 1.49. Cognex Corporation has a 12-month low of $34.60 and a 12-month high of $72.88.

Cognex (NASDAQ:CGNX - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The scientific and technical instruments company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.42 by $0.03. Cognex had a return on equity of 13.50% and a net margin of 16.05%.The firm had revenue of $291.26 million during the quarter, compared to analysts' expectations of $292.10 million. During the same period in the previous year, the business posted $0.25 EPS. The company's quarterly revenue was up 16.9% compared to the same quarter last year. Cognex has set its FY 2026 guidance at 1.640-1.680 EPS and its Q3 2026 guidance at 0.500-0.540 EPS. Analysts anticipate that Cognex Corporation will post 1.68 EPS for the current year.

Cognex Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th will be given a dividend of $0.085 per share. The ex-dividend date is Thursday, August 20th. This represents a $0.34 annualized dividend and a dividend yield of 0.6%. Cognex's payout ratio is presently 33.01%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Stephens boosted their price target on shares of Cognex from $65.00 to $75.00 and gave the company an "overweight" rating in a report on Thursday, May 7th. Barclays reaffirmed an "overweight" rating and set a $80.00 price objective (up from $75.00) on shares of Cognex in a report on Monday, August 10th. The Goldman Sachs Group reiterated a "buy" rating and set a $91.00 target price on shares of Cognex in a research report on Friday, August 7th. DA Davidson set a $65.00 target price on shares of Cognex and gave the company a "neutral" rating in a research note on Monday, August 10th. Finally, Needham & Company LLC increased their price target on shares of Cognex from $75.00 to $80.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Cognex currently has an average rating of "Moderate Buy" and an average target price of $75.64.

About Cognex

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.

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