Nordson (NASDAQ:NDSN) Releases FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 11.800-12.000 for the period, compared to the consensus EPS estimate of 11.590. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

Nordson Price Performance

NASDAQ:NDSN traded up $5.71 during trading hours on Wednesday, reaching $309.92. 605,645 shares of the company were exchanged, compared to its average volume of 390,985. Nordson has a twelve month low of $213.23 and a twelve month high of $315.68. The firm has a market cap of $17.27 billion, a PE ratio of 33.04, a price-to-earnings-growth ratio of 2.05 and a beta of 0.96. The company has a current ratio of 2.60, a quick ratio of 1.65 and a debt-to-equity ratio of 0.58. The stock’s 50-day moving average is $296.34 and its 200-day moving average is $286.09.

Nordson (NASDAQ:NDSN) last announced its quarterly earnings data on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.09 by $0.16. The company had revenue of $817.67 million during the quarter, compared to analysts’ expectations of $779.49 million. Nordson had a net margin of 18.19% and a return on equity of 20.08%. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. On average, sell-side analysts anticipate that Nordson will post 11.59 earnings per share for the current fiscal year.

Nordson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Thursday, June 18th were paid a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Thursday, June 18th. Nordson’s dividend payout ratio (DPR) is 34.97%.

Analyst Upgrades and Downgrades

NDSN has been the topic of a number of recent research reports. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Oppenheimer lifted their price objective on shares of Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. DA Davidson raised their price objective on Nordson from $335.00 to $345.00 and gave the company a “buy” rating in a report on Wednesday, May 27th. Weiss Ratings upgraded Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Finally, BNP Paribas Exane boosted their target price on shares of Nordson from $285.00 to $290.00 and gave the company a “neutral” rating in a research note on Friday, May 22nd. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $311.29.

Institutional Investors Weigh In On Nordson

Large investors have recently modified their holdings of the stock. Arrowstreet Capital Limited Partnership grew its stake in shares of Nordson by 314.9% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company’s stock worth $2,335,000 after buying an additional 8,268 shares in the last quarter. Marshall Wace LLP purchased a new position in Nordson in the second quarter valued at $8,594,000. Cerity Partners LLC grew its position in Nordson by 23.6% in the 2nd quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock valued at $3,027,000 after buying an additional 2,692 shares during the last quarter. Daiwa Securities Group Inc. raised its holdings in shares of Nordson by 2.4% in 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 during the last quarter. Finally, State Street Corp boosted its position in shares of Nordson by 4.7% in the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock worth $636,375,000 after buying an additional 133,229 shares during the period. Institutional investors own 72.11% of the company’s stock.

Nordson Company Profile

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.