Cognex
At a glance
Cognex reported 2025 revenue of $994.4M, up 8.7% from $914.5M in 2024. Over 4 years since 2021 ($1.04B), that is a decline of about 1% a year. Operating margin was 16.3%, down from 30.4% in 2021. Revenue peaked in 2021 at $1.04B.
In the last 12 months 9 insiders reported 0 open-market purchases and 11 sales ($34.8M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $10.3M by Director Robert Willett on Feb 13, 2026.
Cognex filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (3), officer or director change (2), auditor change (2) and regulation fd disclosure (1). The latest officer or director change was reported on Apr 30, 2026.
2 of the 20 investors tracked here held Cognex at the last quarter end, worth $37.8M combined. It is the largest weight for Renaissance Technologies (0.1% of its portfolio), followed by Bridgewater Associates (0%). Reduced: Renaissance Technologies and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $279.9M | $215.5M | $113.2M | $106.2M | $114.4M |
| Diluted EPS | $1.56 | $1.23 | $0.65 | $0.62 | $0.68 |
| Dividend per share | $0.24 | $0.27 | $0.29 | $0.30 | $0.33 |
Fiscal year ends Dec 31 · incorporated in MA
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined