Nordson (NASDAQ:NDSN) Releases Q3 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.950-3.150 for the period, compared to the consensus estimate of 3.050. The company issued revenue guidance of $760.0 million-$790.0 million, compared to the consensus revenue estimate of $767.7 million.

Nordson Stock Up 1.7%

Shares of NASDAQ:NDSN traded up $4.56 during midday trading on Wednesday, reaching $276.20. The company had a trading volume of 399,805 shares, compared to its average volume of 386,517. The company has a quick ratio of 1.74, a current ratio of 2.72 and a debt-to-equity ratio of 0.63. The business’s 50 day moving average price is $274.26 and its 200 day moving average price is $263.29. The stock has a market cap of $15.41 billion, a PE ratio of 29.83, a P/E/G ratio of 1.86 and a beta of 0.99. Nordson has a 1-year low of $191.99 and a 1-year high of $305.28.

Nordson (NASDAQ:NDSN) last released its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.36 by $0.01. The business had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. Nordson had a return on equity of 19.73% and a net margin of 18.39%.Nordson’s quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.06 earnings per share. Research analysts forecast that Nordson will post 11.47 EPS for the current fiscal year.

Nordson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Shareholders of record on Thursday, March 19th were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, March 19th. Nordson’s payout ratio is 35.42%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on NDSN. Oppenheimer boosted their price target on Nordson from $285.00 to $325.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. KeyCorp boosted their price target on Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. DA Davidson set a $335.00 price target on Nordson in a research report on Monday, February 23rd. Jefferies Financial Group reissued a “hold” rating and set a $300.00 price target on shares of Nordson in a research report on Monday, February 23rd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Nordson in a research report on Friday, March 27th. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Nordson presently has a consensus rating of “Moderate Buy” and a consensus target price of $311.50.

Insider Transactions at Nordson

In other news, CEO Sundaram Nagarajan sold 41,800 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $293.26, for a total transaction 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. The trade was a 39.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Srinivas Subramanian sold 3,100 shares of the business’s stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $280.00, for a total value of $868,000.00. Following the sale, the executive vice president owned 6,407 shares of the company’s stock, valued at approximately $1,793,960. This represents a 32.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 77,393 shares of company stock worth $22,549,703. Insiders own 0.84% of the company’s stock.

Institutional Investors Weigh In On Nordson

A number of institutional investors have recently made changes to their positions in the company. State Street Corp boosted its holdings in shares of Nordson by 4.7% during the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock worth $636,375,000 after acquiring an additional 133,229 shares during the period. Morgan Stanley boosted its holdings in shares of Nordson by 6.2% during the fourth quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock worth $380,514,000 after acquiring an additional 92,970 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of Nordson by 24.0% during the fourth quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock worth $214,227,000 after acquiring an additional 172,400 shares during the period. Millennium Management LLC boosted its stake in shares of Nordson by 16.8% in the fourth quarter. Millennium Management LLC now owns 691,824 shares of the industrial products company’s stock valued at $166,335,000 after buying an additional 99,439 shares during the period. Finally, Northern Trust Corp boosted its stake in shares of Nordson by 1.2% in the third quarter. Northern Trust Corp now owns 492,080 shares of the industrial products company’s stock valued at $111,678,000 after buying an additional 5,859 shares during the period. 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.