Lisanti Capital Growth LLC Purchases New Shares in Cognex Corporation $CGNX

Posted by Stanley Muller on Aug 20th, 2026

Lisanti Capital Growth LLC purchased a new position in shares of Cognex Corporation (NASDAQ:CGNX – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 23,085 shares of the scientific and technical instruments company’s stock, valued at approximately $1,672,000.

A number of other institutional investors have also added to or reduced their stakes in CGNX. Royal Bank of Canada increased its stake in Cognex by 13.2% in the 1st quarter. Royal Bank of Canada now owns 200,351 shares of the scientific and technical instruments company’s stock valued at $5,976,000 after buying an additional 23,326 shares during the last quarter. Empowered Funds LLC purchased a new position in shares of Cognex in the 1st quarter worth approximately $291,000. Intech Investment Management LLC boosted its stake in shares of Cognex by 24.1% in the 1st quarter. Intech Investment Management LLC now owns 47,444 shares of the scientific and technical instruments company’s stock worth $1,415,000 after buying an additional 9,223 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Cognex by 402.2% in the first 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. Finally, Cetera Investment Advisers grew its holdings in shares of Cognex by 7.5% in the second quarter. Cetera Investment Advisers now owns 13,208 shares of the scientific and technical instruments company’s stock valued at $419,000 after acquiring an additional 920 shares in the last quarter. 88.12% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on the company. DA Davidson set a $65.00 price target on Cognex and gave the stock a “neutral” rating in a report on Monday, August 10th. JPMorgan Chase & Co. upgraded Cognex from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $65.00 to $75.00 in a research note on Tuesday, May 26th. Barclays reaffirmed an “overweight” rating and set a $80.00 target price (up from $75.00) on shares of Cognex in a research report on Monday, August 10th. Seaport Research Partners set a $75.00 target price on Cognex in a research note on Tuesday, May 26th. Finally, Citigroup reissued a “neutral” rating and issued a $74.00 price target (up from $72.00) on shares of Cognex in a 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’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $75.64.

Get Our Latest Report on CGNX

Insider Buying and Selling

In related news, VP Darren Marc Long sold 20,252 shares of Cognex stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $66.34, for a total value of $1,343,517.68. Following the completion of the transaction, the vice president directly owned 3,990 shares in the company, valued at approximately $264,696.60. The trade was a 83.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.70% of the company’s stock.

Cognex Stock Performance

CGNX stock opened at $60.64 on Thursday. The stock has a fifty day moving average of $65.03 and a 200-day moving average of $58.59. Cognex Corporation has a fifty-two week low of $34.60 and a fifty-two week high of $72.88. The company has a market capitalization of $10.20 billion, a price-to-earnings ratio of 58.87 and a beta of 1.49.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $0.42 by $0.03. The business had revenue of $291.26 million for the quarter, compared to analysts’ expectations of $292.10 million. Cognex had a return on equity of 13.50% and a net margin of 16.05%.The firm’s quarterly revenue was up 16.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.25 EPS. Cognex has set its FY 2026 guidance at 1.640-1.680 EPS and its Q3 2026 guidance at 0.500-0.540 EPS. Equities analysts predict 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. Investors of record on Thursday, August 20th will be paid a dividend of $0.085 per share. This represents a $0.34 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Thursday, August 20th. Cognex’s dividend payout ratio is presently 33.01%.

About Cognex

(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.