Nordson (NASDAQ:NDSN) Releases FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 11.300-11.800 for the period, compared to the consensus estimate of 11.450. The company issued revenue guidance of $2.9 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion. Nordson also updated its Q3 2026 guidance to 2.950-3.150 EPS.

Analyst Ratings Changes

Several brokerages have weighed in on NDSN. Oppenheimer raised their target price on shares of Nordson from $285.00 to $325.00 and gave the company an “outperform” rating in a research note on Tuesday, February 24th. Jefferies Financial Group restated a “hold” rating and issued a $300.00 target price on shares of Nordson in a research note on Monday, February 23rd. KeyCorp raised their target price on shares of Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Wall Street Zen lowered Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Robert W. Baird boosted their price target on Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $311.50.

Nordson Stock Up 1.7%

Shares of NDSN stock traded up $4.56 during trading hours on Wednesday, reaching $276.20. 407,538 shares of the company’s stock were exchanged, compared to its average volume of 386,519. The company has a current ratio of 2.72, a quick ratio of 1.74 and a debt-to-equity ratio of 0.63. The stock’s fifty day moving average price is $274.26 and its two-hundred day moving average price is $263.29. Nordson has a 1 year low of $191.99 and a 1 year high of $305.28. The stock has a market cap of $15.41 billion, a PE ratio of 29.83, a PEG ratio of 1.86 and a beta of 0.99.

Nordson (NASDAQ:NDSN) last released its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.36 by $0.01. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The firm had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. During the same period in the prior year, the firm earned $2.06 EPS. The firm’s revenue was up 8.8% on a year-over-year basis. Research analysts predict that Nordson will post 11.47 EPS for the current year.

Nordson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 3rd. Investors of record on Thursday, March 19th were given a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Thursday, March 19th. Nordson’s dividend payout ratio is presently 35.42%.

Insider Transactions at Nordson

In related news, EVP Joseph P. Kelley sold 8,725 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $293.04, for a total value of $2,556,774.00. Following the sale, the executive vice president owned 7,268 shares in the company, valued at $2,129,814.72. This represents a 54.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sundaram Nagarajan sold 41,800 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $293.26, for a total value of $12,258,268.00. Following the sale, the chief executive officer directly owned 64,824 shares in the company, valued at $19,010,286.24. This represents a 39.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 77,393 shares of company stock worth $22,549,703 in the last ninety days. Corporate insiders own 0.84% of the company’s stock.

Institutional Investors Weigh In On Nordson

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. State Street Corp lifted its holdings in Nordson by 4.7% during the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after purchasing an additional 133,229 shares in the last quarter. Morgan Stanley lifted its holdings in Nordson by 6.2% during the fourth quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock valued at $380,514,000 after purchasing an additional 92,970 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Nordson by 24.0% during the fourth quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock valued at $214,227,000 after purchasing an additional 172,400 shares in the last quarter. Millennium Management LLC lifted its holdings in Nordson by 16.8% during the fourth quarter. Millennium Management LLC now owns 691,824 shares of the industrial products company’s stock valued at $166,335,000 after purchasing an additional 99,439 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings in Nordson by 1.2% during the third quarter. Northern Trust Corp now owns 492,080 shares of the industrial products company’s stock valued at $111,678,000 after purchasing an additional 5,859 shares in the last quarter. 72.11% of the stock is owned by institutional investors and hedge funds.

About Nordson

Nordson Corporation designs, manufactures and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants and polymers in a broad range of industrial and medical applications. The company’s portfolio spans fluid systems, curing and surface preparation technologies, vacuum and thermal management products, and advanced test and inspection solutions. Nordson’s offerings serve critical manufacturing processes by delivering exacting dispensing accuracy and process control to ensure consistent product performance and high production throughput.

Nordson operates through multiple segments that cater to diverse markets including electronics, packaging, medical, energy, automotive and general industrial sectors.