JPMorgan Chase & Co. Grows Stake in Nordson Corporation $NDSN

JPMorgan Chase & Co. increased its holdings in Nordson Corporation (NASDAQ:NDSN) by 110.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 718,616 shares of the industrial products company’s stock after purchasing an additional 376,395 shares during the period. JPMorgan Chase & Co.’s holdings in Nordson were worth $163,093,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in NDSN. Quent Capital LLC bought a new stake in shares of Nordson during the third quarter valued at approximately $32,000. CYBER HORNET ETFs LLC purchased a new position in Nordson during the second quarter valued at $31,000. Caitong International Asset Management Co. Ltd increased its holdings in Nordson by 640.0% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 148 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 128 shares during the last quarter. NewSquare Capital LLC lifted its stake in Nordson by 212.0% in the 2nd quarter. NewSquare Capital LLC now owns 156 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 106 shares in the last quarter. Finally, Root Financial Partners LLC bought a new position in shares of Nordson during the 3rd quarter valued at about $36,000. 72.11% of the stock is currently owned by institutional investors.

More Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 results — Nordson reported a first-quarter record in sales of ~$669M (organic +7%, currency +4%), with operating and net income up year-over-year; revenue topped consensus and the company cited strength in Advanced Technology Solutions. Business Wire: Q1 Results
• Positive Sentiment: Raised guidance — Management lifted FY2026 EPS guidance to $11.00–$11.60 and issued Q2 EPS and revenue targets roughly in line with consensus, which supports a constructive forward earnings outlook. MarketBeat: Guidance & Press Release
• Neutral Sentiment: Earnings details and investor materials available — The full earnings call transcript and slide deck were posted, offering details on segment trends and margin drivers for anyone re‑valuing the shares. (Earnings call transcripts on Seeking Alpha/Yahoo). Seeking Alpha: Call Transcript
• Neutral Sentiment: Market/valuation debate — Commentary pieces are assessing whether the stock’s strong 1‑year gain and current multiples (P/E ~31, PEG ~2.05) leave room for further upside, which can temper buying interest even after good results. Yahoo Finance: Valuation Yahoo Finance: Too Late?
• Positive Sentiment: Analyst stance supportive — DA Davidson reaffirmed a Buy rating (with a ~$290 target) and several firms maintain targets near current levels, helping underpin sentiment despite the stock’s recent run. Benzinga: Analyst Note
• Negative Sentiment: Mixed/marginal EPS print and differing data reads — While headline EPS ($2.37) was essentially in-line (beat by $0.01 on some tallies), some data providers flagged a slight short vs. other consensus figures; that ambiguity can trigger profit‑taking after a run-up. Quiver: Mixed EPS Read
• Negative Sentiment: Insider and institutional flows — Recent filings show insider selling and some large institutional position adjustments, which can add selling pressure and amplify moves on otherwise positive results. Quiver: Insider & HF Activity

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Robert W. Baird boosted their target price on Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a research report on Friday. KeyCorp upped their price objective on Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a report on Thursday. Vertical Research upgraded Nordson from a “hold” rating to a “buy” rating and set a $270.00 target price for the company in a research report on Monday, December 15th. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Finally, DA Davidson reiterated a “buy” rating and set a $290.00 price objective on shares of Nordson in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $276.14.

Nordson Stock Down 1.3%

Shares of NDSN opened at $290.17 on Friday. The firm has a fifty day moving average price of $266.20 and a 200-day moving average price of $241.78. The company has a current ratio of 2.72, a quick ratio of 1.05 and a debt-to-equity ratio of 0.62. The firm has a market capitalization of $16.16 billion, a P/E ratio of 31.34, a P/E/G ratio of 1.99 and a beta of 1.01. Nordson Corporation has a 12-month low of $165.03 and a 12-month high of $305.28.

Nordson (NASDAQ:NDSN) last posted its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share for the quarter, beating the consensus estimate of $2.36 by $0.01. The firm had revenue of $669.46 million during the quarter, compared to the consensus estimate of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The company’s revenue was up 8.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.06 earnings per share. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Equities research analysts expect that Nordson Corporation will post 10.2 earnings per share for the current year.

Nordson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Wednesday, December 17th. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. Nordson’s dividend payout ratio (DPR) is presently 35.42%.

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.