Nordson (NASDAQ:NDSN) Issues Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Nordson (NASDAQ:NDSN) posted its quarterly earnings data on Wednesday. The industrial products company reported $3.25 EPS for the quarter, beating analysts’ consensus estimates of $3.09 by $0.16, FiscalAI reports. The firm had revenue of $817.67 million for the quarter, compared to the consensus estimate of $779.49 million. Nordson had a net margin of 18.63% and a return on equity of 20.74%. The firm’s revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.73 EPS. Nordson updated its FY 2026 guidance to 11.800-12.000 EPS.

Nordson Stock Performance

Shares of NASDAQ NDSN opened at $334.70 on Friday. The business’s 50-day moving average price is $297.95 and its two-hundred day moving average price is $286.75. Nordson has a one year low of $219.60 and a one year high of $336.70. The company has a market capitalization of $18.65 billion, a P/E ratio of 33.84, a price-to-earnings-growth ratio of 2.06 and a beta of 0.96. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.60 and a quick ratio of 1.65.

Nordson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. Nordson’s dividend payout ratio (DPR) is presently 34.97%.

Hedge Funds Weigh In On Nordson

Several hedge funds have recently bought and sold shares of the business. Arrowstreet Capital Limited Partnership grew its holdings 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 valued at $2,335,000 after purchasing an additional 8,268 shares during the last quarter. Marshall Wace LLP bought a new position in Nordson during the second quarter valued at about $8,594,000. Cerity Partners LLC lifted its position in Nordson by 23.6% in the second quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock worth $3,027,000 after purchasing an additional 2,692 shares during the period. Daiwa Securities Group Inc. boosted its position in shares of Nordson by 2.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company’s stock valued at $2,221,000 after acquiring an additional 244 shares in the last quarter. Finally, State Street Corp grew its stake in shares of Nordson by 4.7% in the 2nd 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 during the period. 72.11% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record quarterly performance: Fiscal Q3 sales reached a record $817.7 million, up approximately 10% year over year, while adjusted EPS of $3.25 exceeded the $3.09 consensus estimate. Organic sales increased about 12%, with growth across all operating segments. Nordson Q3 earnings beat
• Positive Sentiment: Higher fiscal 2026 guidance: Nordson now expects sales of $3.035 billion to $3.075 billion and adjusted EPS of $11.80 to $12.00, above the roughly $11.59 analyst consensus. The company’s backlog rose 35% from the prior year, supporting expectations for continued growth. Nordson fiscal 2026 outlook
• Positive Sentiment: Strongest segment growth came from Advanced Technology Solutions, where sales rose 28% to $220 million. Industrial Precision Solutions and Medical and Fluid Solutions each grew 5%, indicating that momentum was not limited to one end market. Nordson record Q3 results
• Positive Sentiment: D.A. Davidson reaffirmed its Buy rating and maintained a $345 price target, reinforcing analyst support following the earnings beat and guidance increase. D.A. Davidson Nordson rating
• Neutral Sentiment: Nordson Medical introduced its Divert ULTRA high-pressure stopcock line. The product launch expands the company’s medical offering, although its near-term financial impact was not disclosed. Nordson Medical product launch
• Negative Sentiment: Reported insider activity has been entirely selling over the past six months, including sales by the CEO and other executives. These transactions may reflect diversification or compensation, but they represent a potential sentiment overhang for investors.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. DA Davidson reiterated a “buy” rating and issued a $345.00 target price on shares of Nordson in a research report on Thursday. Oppenheimer boosted their price target on Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. BNP Paribas Exane lifted their target price on Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Finally, Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $316.29.

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.