Nordson (NASDAQ:NDSN) Issues Q3 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.950-3.150 for the period, compared to the consensus EPS estimate of 3.050. The company issued revenue guidance of $760.0 million-$790.0 million, compared to the consensus revenue estimate of $767.7 million. Nordson also updated its FY 2026 guidance to 11.300-11.800 EPS.

Nordson Price Performance

Shares of NASDAQ:NDSN opened at $286.77 on Friday. The stock has a market cap of $16.00 billion, a PE ratio of 30.57, a PEG ratio of 1.85 and a beta of 0.99. The company’s fifty day moving average is $274.64 and its 200 day moving average is $263.99. Nordson has a 52 week low of $191.99 and a 52 week high of $305.28. The company has a quick ratio of 1.74, a current ratio of 2.72 and a debt-to-equity ratio of 0.63.

Nordson (NASDAQ:NDSN) last issued its earnings results on Wednesday, May 20th. The industrial products company reported $2.86 EPS for the quarter, topping analysts’ consensus estimates of $2.82 by $0.04. The company had revenue of $740.85 million for the quarter, compared to analysts’ expectations of $728.78 million. Nordson had a net margin of 18.19% and a return on equity of 20.34%. The firm’s revenue was up 8.5% compared to the same quarter last year. During the same quarter last year, the company earned $2.42 EPS. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. Research analysts anticipate that Nordson will post 11.47 earnings per share for the current year.

Nordson Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Shareholders of record on Thursday, March 19th were issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, March 19th. Nordson’s dividend payout ratio (DPR) is 35.42%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on NDSN. Weiss Ratings reissued a “hold (c+)” rating on shares of Nordson in a report on Friday, March 27th. Oppenheimer raised their price target on shares of Nordson from $285.00 to $325.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Jefferies Financial Group reissued a “hold” rating and issued a $300.00 price target on shares of Nordson in a report on Monday, February 23rd. Robert W. Baird raised their price target on shares of Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a report on Friday, February 20th. Finally, DA Davidson reissued a “buy” rating and issued a $335.00 price target on shares of Nordson in a report on Thursday. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $311.50.

Insider Activity at Nordson

In other news, EVP Justin E. Hall sold 716 shares of Nordson stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $275.82, for a total transaction of $197,487.12. Following the sale, the executive vice president owned 1,515 shares of the company’s stock, valued at approximately $417,867.30. The trade was a 32.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Joseph P. Kelley sold 8,725 shares of Nordson stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $293.04, for a total transaction of $2,556,774.00. Following the sale, the executive vice president directly owned 7,268 shares in the company, valued at $2,129,814.72. The trade was a 54.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 77,393 shares of company stock worth $22,549,703. 0.84% of the stock is currently owned by company insiders.

Nordson News Roundup

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Nordson reported record fiscal Q2 sales of $741 million and EPS of $2.86, beating Wall Street estimates and improving from $2.42 a year ago. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: The company raised its full-year FY 2026 guidance, signaling management expects continued demand and profit growth. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: DA Davidson reaffirmed its Buy rating and set a $335 price target, implying additional upside from current levels. Tickerreport.com
• Neutral Sentiment: Nordson’s Q3 guidance was mixed versus consensus, with EPS guidance slightly below estimates but revenue guidance roughly in line. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance

Institutional Investors Weigh In On Nordson

A number of large investors have recently modified their holdings of NDSN. Arrowstreet Capital Limited Partnership boosted its stake in Nordson by 314.9% during the second quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company’s stock worth $2,335,000 after acquiring an additional 8,268 shares in the last quarter. Marshall Wace LLP bought a new stake in Nordson during the second quarter worth about $8,594,000. Cerity Partners LLC boosted its stake in Nordson by 23.6% during the second quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock worth $3,027,000 after acquiring an additional 2,692 shares in the last quarter. Daiwa Securities Group Inc. boosted its stake in Nordson by 2.4% during the second quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company’s stock worth $2,221,000 after acquiring an additional 244 shares in the last quarter. Finally, State Street Corp boosted its stake 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 worth $636,375,000 after acquiring an additional 133,229 shares in the last quarter. Institutional investors own 72.11% of the company’s stock.

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.