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 (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.

Nordson Price Performance

NASDAQ:NDSN traded up $2.42 during trading hours on Thursday, reaching $301.71. 77,191 shares of the company were exchanged, compared to its average volume of 437,473. The business has a 50 day moving average of $263.92 and a 200 day moving average of $240.68. Nordson has a 1-year low of $165.03 and a 1-year high of $305.28. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.64 and a quick ratio of 1.05. The company has a market capitalization of $16.81 billion, a P/E ratio of 35.37, a P/E/G ratio of 2.04 and a beta of 1.01.

Nordson (NASDAQ:NDSN) last released its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 19.64% and a net margin of 17.35%.The company’s revenue was up 8.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.06 EPS. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Research analysts forecast that Nordson will post 10.2 EPS for the current year.

Nordson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 17th 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 Wednesday, December 17th. Nordson’s dividend payout ratio is presently 38.45%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on NDSN. KeyCorp boosted their target price on shares of Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research report on Thursday. Robert W. Baird boosted their price objective on shares of Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. 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 note on Monday, December 15th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a report on Monday, December 29th. Finally, DA Davidson set a $290.00 price target on shares of Nordson in a report on Friday, December 12th. Four 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 currently has an average rating of “Hold” and an average price target of $270.57.

More Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 sales, revenue beat and organic growth: Nordson reported a record first‑quarter with $669M in sales, organic sales up ~7% and revenue modestly above consensus. This supports near‑term revenue momentum. Read More.
• Positive Sentiment: Raised FY‑2026 guidance: Management lifted full‑year EPS guidance to $11.00–$11.60 and revenue guidance to roughly $2.9B–$3.0B (vs. consensus near $2.9B), implying continued confidence in margin expansion and growth. That boost to the outlook is a primary driver of the stock move. Read More.
• Neutral Sentiment: Quarterly EPS roughly in line: Reported EPS (~$2.37) essentially matched/edged past consensus by pennies, while revenue beat estimates — a mixed but overall acceptable beat for investors focused on growth and margins. Read More.
• Neutral Sentiment: Margins and ROE look healthy: Net margin (~17%) and ROE (~19.6%) remain strong, supporting the premium valuation; investors will watch whether operating cash flow trends keep pace with earnings. Read More.
• Negative Sentiment: Insider sales and institutional trimming: Recent disclosures show company insiders sold shares and some large institutions trimmed positions materially in Q4, which can weigh on investor sentiment despite the quarter’s strength. Read More.
• Negative Sentiment: Mixed cash‑flow metrics: Operating cash flow and cash balances were lower year‑over‑year per some reports, which investors may flag if the trend continues despite higher reported net income. Read More.

Hedge Funds Weigh In On Nordson

A number of hedge funds have recently made changes to their positions in the stock. Syon Capital LLC increased its stake in shares of Nordson by 4.0% in the 4th quarter. Syon Capital LLC now owns 1,061 shares of the industrial products company’s stock valued at $255,000 after acquiring an additional 41 shares in the last quarter. Norinchukin Bank The grew its holdings in Nordson by 1.9% in the third quarter. Norinchukin Bank The now owns 3,084 shares of the industrial products company’s stock worth $700,000 after purchasing an additional 57 shares during the period. Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in Nordson by 4.8% in the fourth quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 1,517 shares of the industrial products company’s stock worth $365,000 after purchasing an additional 69 shares during the period. NewEdge Advisors LLC increased its stake in Nordson by 1.4% in the second quarter. NewEdge Advisors LLC now owns 5,269 shares of the industrial products company’s stock valued at $1,130,000 after purchasing an additional 71 shares in the last quarter. Finally, Parallel Advisors LLC raised its holdings in shares of Nordson by 25.2% during the fourth quarter. Parallel Advisors LLC now owns 358 shares of the industrial products company’s stock valued at $86,000 after purchasing an additional 72 shares during the period. 72.11% of the stock is currently owned by institutional investors.

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.