Nordson (NASDAQ:NDSN) Issues 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 (EPS) guidance of 11.000-11.600 for the period, compared to the consensus estimate of 11.250. 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 Q2 2026 guidance to 2.700-2.900 EPS.

Analysts Set New Price Targets

NDSN has been the topic of a number of recent analyst reports. Vertical Research upgraded shares of Nordson from a “hold” rating to a “buy” rating and set a $270.00 price target on the stock in a research note on Monday, December 15th. Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, December 13th. Robert W. Baird lifted their price target on Nordson from $252.00 to $275.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. DA Davidson set a $290.00 price target on Nordson in a research note on Friday, December 12th. Finally, KeyCorp raised their price objective on Nordson from $250.00 to $295.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Four equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Nordson has a consensus rating of “Hold” and an average target price of $266.29.

Nordson Stock Performance

Shares of NASDAQ NDSN traded up $2.36 during midday trading on Wednesday, reaching $299.29. 571,750 shares of the stock were exchanged, compared to its average volume of 449,075. The company has a quick ratio of 1.05, a current ratio of 1.64 and a debt-to-equity ratio of 0.56. The firm has a market cap of $16.67 billion, a price-to-earnings ratio of 35.09, a PEG ratio of 2.05 and a beta of 1.01. The firm has a 50-day simple moving average of $262.66 and a two-hundred day simple moving average of $240.27. Nordson has a twelve month low of $165.03 and a twelve month high of $302.21.

Nordson (NASDAQ:NDSN) last announced its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.36 by $0.01. Nordson had a net margin of 17.35% and a return on equity of 19.64%. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. As a group, analysts anticipate that Nordson will post 10.2 EPS for the current fiscal year.

Nordson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were paid a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Wednesday, December 17th. Nordson’s payout ratio is currently 38.45%.

Institutional Investors Weigh In On Nordson

Several institutional investors and hedge funds have recently added to or reduced their stakes in NDSN. Jain Global LLC purchased a new position in Nordson in the 4th quarter valued at about $479,000. Arkadios Wealth Advisors lifted its holdings in Nordson by 40.9% in the 4th quarter. Arkadios Wealth Advisors now owns 1,443 shares of the industrial products company’s stock valued at $347,000 after purchasing an additional 419 shares in the last quarter. Steward Partners Investment Advisory LLC boosted its stake in Nordson by 18.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,326 shares of the industrial products company’s stock worth $319,000 after purchasing an additional 209 shares during the last quarter. Sherbrooke Park Advisers LLC acquired a new stake in shares of Nordson in the third quarter valued at about $312,000. Finally, Vise Technologies Inc. acquired a new position in Nordson during the fourth quarter worth about $268,000. Hedge funds and other 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.