Inceptionr LLC Has $666,000 Stake in Nordson Corporation $NDSN

Inceptionr LLC trimmed its holdings in Nordson Corporation (NASDAQ:NDSN) by 51.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,936 shares of the industrial products company’s stock after selling 3,073 shares during the quarter. Inceptionr LLC’s holdings in Nordson were worth $666,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in Nordson by 0.4% during the 2nd quarter. Vanguard Group Inc. now owns 6,200,937 shares of the industrial products company’s stock worth $1,329,295,000 after acquiring an additional 22,090 shares during the period. State Street Corp raised its holdings 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 valued at $636,375,000 after purchasing an additional 133,229 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Nordson by 4.8% in the second quarter. Massachusetts Financial Services Co. MA now owns 1,068,214 shares of the industrial products company’s stock valued at $228,993,000 after acquiring an additional 48,556 shares during the last quarter. Champlain Investment Partners LLC raised its position in shares of Nordson by 2.4% in the second quarter. Champlain Investment Partners LLC now owns 816,115 shares of the industrial products company’s stock valued at $174,951,000 after purchasing an additional 19,195 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Nordson by 110.0% during the third quarter. JPMorgan Chase & Co. now owns 718,616 shares of the industrial products company’s stock worth $163,093,000 after acquiring an additional 376,395 shares during the period. 72.11% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on NDSN shares. KeyCorp raised their target price on shares of Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. Jefferies Financial Group restated a “hold” rating and set a $300.00 price objective on shares of Nordson in a research note on Monday, February 23rd. Oppenheimer lifted their price objective on Nordson from $285.00 to $325.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. Finally, 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. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $311.50.

Nordson Stock Up 0.4%

Shares of NDSN opened at $272.46 on Wednesday. The firm has a 50 day simple moving average of $276.85 and a two-hundred day simple moving average of $247.86. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.72 and a quick ratio of 1.74. Nordson Corporation has a one year low of $165.03 and a one year high of $305.28. The company has a market cap of $15.20 billion, a P/E ratio of 29.42, a P/E/G ratio of 1.84 and a beta of 0.98.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.36 by $0.01. The company had revenue of $669.46 million for the quarter, compared to analyst estimates of $652.68 million. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The company’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter last 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 Corporation will post 10.2 EPS for the current fiscal year.

Nordson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, March 19th. Nordson’s payout ratio is 35.42%.

Insider Activity

In other Nordson news, EVP Joseph P. Kelley sold 8,725 shares of Nordson stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $293.04, for a total value of $2,556,774.00. Following the sale, the executive vice president owned 7,268 shares of the company’s stock, valued at approximately $2,129,814.72. The trade was a 54.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Sundaram Nagarajan sold 41,800 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $293.26, for a total value of $12,258,268.00. Following the completion of the sale, the chief executive officer owned 64,824 shares in the company, valued at $19,010,286.24. This represents a 39.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 73,577 shares of company stock valued at $21,484,216. Insiders own 0.84% of the company’s stock.

Nordson 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.