Cognex (CGNX) reported second-quarter 2026 revenue of $291 million, up 17% year over year, for the quarter ended July 5, 2026. Net income was $72.8 million, compared with $40.5 million in the second quarter of 2025, and diluted earnings per share were $0.43.
The company said revenue growth was driven by broad-based strength across most major end markets. Cognex also issued third-quarter and full-year 2026 guidance and declared a quarterly cash dividend of $0.085 per share.
- Second-quarter revenue was $291 million, compared with $249 million a year earlier.
- GAAP operating income was $85.5 million, and operating margin was 29.4%.
- GAAP net income was $72.8 million, up 78% year over year.
- Diluted EPS was $0.43, compared with $0.24 in the prior-year quarter.
- Cognex guided for third-quarter 2026 revenue of $300 million to $320 million.
- Full-year 2026 revenue guidance was $1.13 billion to $1.15 billion.
- The quarterly dividend is payable Sept. 3, 2026, to shareholders of record as of Aug. 20, 2026.
$CGNX Insider Trading Activity
$CGNX insiders have traded $CGNX stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $CGNX stock by insiders over the last 6 months:
- ROBERT WILLETT has made 0 purchases and 3 sales selling 179,200 shares for an estimated $10,465,007.
- JOERG KUECHEN (Head of Corporate M&A) has made 0 purchases and 4 sales selling 61,900 shares for an estimated $3,468,385.
- DARREN MARC LONG (Vice President) has made 0 purchases and 4 sales selling 20,252 shares for an estimated $1,343,456.
- LAURA ANN MACDONALD (VP and PAO) has made 0 purchases and 2 sales selling 14,881 shares for an estimated $850,553.
- CARL GERST (EVP, Global Sales and Products) has made 0 purchases and 2 sales selling 14,336 shares for an estimated $802,021.
- ANGELOS PAPADIMITRIOU sold 4,150 shares for an estimated $230,658
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CGNX Hedge Fund Activity
We have seen 343 institutional investors add shares of $CGNX stock to their portfolio, and 229 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 10,451,742 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $512,030,840
- MACKENZIE FINANCIAL CORP removed 1,817,037 shares (-69.5%) from their portfolio in Q1 2026, for an estimated $89,016,642
- FULLER & THALER ASSET MANAGEMENT, INC. added 1,656,815 shares (+inf%) to their portfolio in Q1 2026, for an estimated $81,167,366
- POINT72 ASSET MANAGEMENT, L.P. removed 1,580,967 shares (-42.6%) from their portfolio in Q1 2026, for an estimated $77,451,573
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,090,092 shares (+115.6%) to their portfolio in Q1 2026, for an estimated $53,403,607
- PICTET ASSET MANAGEMENT HOLDING SA removed 843,153 shares (-12.6%) from their portfolio in Q2 2026, for an estimated $61,061,140
- SUMITOMO MITSUI TRUST GROUP, INC. added 805,210 shares (+57.1%) to their portfolio in Q2 2026, for an estimated $58,313,308
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
