Nordea Investment Management AB Purchases 949,599 Shares of Cognex Corporation $CGNX

13 Jan 2026, 07:44 by Doug Wharley · The Cerbat Gem

Nordea Investment Management AB raised its position in Cognex Corporation (NASDAQ:CGNX – Free Report) by 13.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,025,371 shares of the scientific and technical instruments company’s stock after acquiring an additional 949,599 shares during the quarter. Nordea Investment Management AB owned approximately 4.78% of Cognex worth $361,382,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Geneos Wealth Management Inc. increased its holdings in Cognex by 402.2% during 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 purchasing an additional 736 shares during the period. Penserra Capital Management LLC bought a new stake in shares of Cognex in the 2nd quarter worth approximately $29,000. TD Waterhouse Canada Inc. purchased a new position in shares of Cognex during the second quarter valued at approximately $29,000. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Cognex by 231.9% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,082 shares of the scientific and technical instruments company’s stock valued at $34,000 after acquiring an additional 756 shares in the last quarter. Finally, First Horizon Corp purchased a new stake in Cognex in the third quarter worth $38,000. 88.12% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on the stock. JPMorgan Chase & Co. restated an “underweight” rating and issued a $35.00 price objective (down from $45.00) on shares of Cognex in a report on Wednesday, December 3rd. DA Davidson set a $38.00 price target on shares of Cognex and gave the stock a “neutral” rating in a research note on Monday, November 3rd. UBS Group restated a “buy” rating and issued a $58.00 price objective on shares of Cognex in a report on Friday, October 31st. Truist Financial reduced their target price on Cognex from $45.00 to $42.00 and set a “hold” rating on the stock in a report on Thursday, December 18th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Cognex in a research note on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $45.64.

View Our Latest Research Report on Cognex

Insider Activity

In related news, Director Robert Willett sold 6,704 shares of the company’s stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $49.51, for a total value of $331,915.04. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.60% of the stock is currently owned by corporate insiders.

Cognex Stock Performance

Shares of CGNX opened at $39.43 on Tuesday. Cognex Corporation has a fifty-two week low of $22.67 and a fifty-two week high of $49.76. The firm’s 50-day simple moving average is $37.42 and its two-hundred day simple moving average is $40.12. The stock has a market cap of $6.61 billion, a PE ratio of 61.61 and a beta of 1.52.

Cognex (NASDAQ:CGNX – Get Free Report) last issued its quarterly earnings results on Wednesday, October 29th. The scientific and technical instruments company reported $0.33 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.06. Cognex had a return on equity of 8.26% and a net margin of 11.33%.The firm had revenue of $264.00 million for the quarter, compared to analysts’ expectations of $261.86 million. During the same period in the previous year, the firm posted $0.20 EPS. The business’s revenue for the quarter was up 18.0% compared to the same quarter last year. Cognex has set its Q4 2025 guidance at 0.190-0.24 EPS. Equities research analysts predict that Cognex Corporation will post 0.61 EPS for the current year.

Cognex Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 28th. Stockholders of record on Thursday, November 13th were issued a dividend of $0.085 per share. The ex-dividend date was Thursday, November 13th. This is a boost from Cognex’s previous quarterly dividend of $0.08. This represents a $0.34 annualized dividend and a dividend yield of 0.9%. Cognex’s dividend payout ratio is 53.13%.

Cognex 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.