Handelsbanken Fonder AB Sells 293,458 Shares of Cognex Corporation $CGNX

Posted by Stanley Muller on Aug 14th, 2026

Handelsbanken Fonder AB reduced its stake in Cognex Corporation (NASDAQ:CGNX – Free Report) by 61.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 184,125 shares of the scientific and technical instruments company’s stock after selling 293,458 shares during the quarter. Handelsbanken Fonder AB’s holdings in Cognex were worth $13,334,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Cognex by 173,138.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 10,477,448 shares of the scientific and technical instruments company’s stock valued at $376,979,000 after acquiring an additional 10,471,400 shares in the last quarter. Norges Bank purchased a new stake in Cognex during the 4th quarter valued at about $73,103,000. Alyeska Investment Group L.P. purchased a new stake in Cognex during the 4th quarter valued at about $68,388,000. AQR Capital Management LLC increased its stake in Cognex by 18,810.9% during the 2nd quarter. AQR Capital Management LLC now owns 1,794,649 shares of the scientific and technical instruments company’s stock valued at $56,657,000 after purchasing an additional 1,785,159 shares in the last quarter. Finally, Pictet Asset Management Holding SA raised its holdings in Cognex by 27.9% in the fourth quarter. Pictet Asset Management Holding SA now owns 7,013,184 shares of the scientific and technical instruments company’s stock worth $252,360,000 after buying an additional 1,529,010 shares during the last quarter. Hedge funds and other institutional investors own 88.12% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on CGNX shares. Needham & Company LLC raised their price target on shares of Cognex from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Cantor Fitzgerald increased their target price on Cognex from $76.00 to $84.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. HSBC lowered Cognex from a “buy” rating to a “hold” rating and set a $65.00 target price for the company. in a report on Monday. JPMorgan Chase & Co. raised Cognex from a “neutral” rating to an “overweight” rating and upped their price target for the company from $65.00 to $75.00 in a report on Tuesday, May 26th. Finally, Barclays reaffirmed an “overweight” rating and set a $80.00 price objective (up from $75.00) on shares of Cognex in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $75.64.

View Our Latest Report on Cognex

Insider Transactions at Cognex

In other Cognex news, VP Darren Marc Long sold 20,252 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $66.34, for a total transaction of $1,343,517.68. Following the sale, the vice president directly owned 3,990 shares of the company’s stock, valued at $264,696.60. This trade represents a 83.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.70% of the company’s stock.

Cognex Trading Up 1.5%

NASDAQ CGNX opened at $61.59 on Friday. Cognex Corporation has a 12 month low of $34.60 and a 12 month high of $72.88. The stock has a market cap of $10.36 billion, a price-to-earnings ratio of 59.80 and a beta of 1.49. The company’s 50 day moving average is $64.77 and its two-hundred day moving average is $57.90.

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

Cognex Dividend Announcement

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

Cognex Company Profile

(Free Report)

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.