Nordson (NASDAQ:NDSN) Issues Earnings Results

Nordson (NASDAQ:NDSN) issued its quarterly earnings data on Wednesday. The industrial products company reported $2.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.82 by $0.04, Zacks reports. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The company had revenue of $740.85 million during the quarter, compared to analysts’ expectations of $728.78 million. During the same quarter in the previous year, the business earned $2.42 earnings per share. The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. Nordson updated its Q3 2026 guidance to 2.950-3.150 EPS and its FY 2026 guidance to 11.300-11.800 EPS.

Nordson Price Performance

Nordson stock opened at $276.20 on Thursday. Nordson has a one year low of $191.99 and a one year high of $305.28. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.74 and a current ratio of 2.72. The business has a fifty day moving average of $274.36 and a two-hundred day moving average of $263.60. The company has a market cap of $15.41 billion, a P/E ratio of 29.83, a price-to-earnings-growth ratio of 1.82 and a beta of 0.99.

Nordson Announces Dividend

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

Insiders Place Their Bets

In other Nordson news, EVP Justin E. Hall sold 716 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total value of $197,487.12. Following the sale, the executive vice president owned 1,515 shares of the company’s stock, valued at approximately $417,867.30. This represents a 32.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Srinivas Subramanian sold 3,100 shares of the company’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $280.00, for a total value of $868,000.00. Following the completion of the sale, the executive vice president directly owned 6,407 shares in the company, valued at $1,793,960. This trade 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. Insiders sold a total of 77,393 shares of company stock worth $22,549,703 in the last ninety days. 0.84% of the stock is owned by insiders.

Institutional Trading of Nordson

Several large investors have recently bought and sold shares of the company. Virtu Financial LLC acquired a new stake in Nordson in the fourth quarter valued at $219,000. Corient Private Wealth LLC grew its holdings in Nordson by 3,401.2% in the fourth quarter. Corient Private Wealth LLC now owns 191,096 shares of the industrial products company’s stock valued at $45,945,000 after purchasing an additional 185,638 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in Nordson by 2.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 15,599 shares of the industrial products company’s stock valued at $3,750,000 after purchasing an additional 350 shares during the last quarter. Mackenzie Financial Corp grew its holdings in Nordson by 861.5% in the fourth quarter. Mackenzie Financial Corp now owns 17,182 shares of the industrial products company’s stock valued at $4,183,000 after purchasing an additional 15,395 shares during the last quarter. Finally, SummitTX Capital L.P. acquired a new stake in Nordson in the fourth quarter valued at $886,000. Institutional investors and hedge funds own 72.11% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on NDSN. DA Davidson set a $335.00 price target on Nordson in a research note on Monday, February 23rd. Jefferies Financial Group restated a “hold” rating and set a $300.00 price target on shares of Nordson in a research note on Monday, February 23rd. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research note on Friday, March 27th. Finally, Oppenheimer increased their price objective on Nordson from $285.00 to $325.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Nordson has an average rating of “Moderate Buy” and a consensus price target of $311.50.

Nordson News Summary

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Nordson posted record second-quarter sales of about $741 million, up 8.5% year over year, with organic growth of 7% across all segments. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: Adjusted EPS of $2.86 topped the $2.82 consensus estimate, showing better-than-expected profitability. Nordson (NDSN) Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised its full-year 2026 outlook, signaling confidence in sustained demand and execution. Nordson Delivers Record Q2 Results, Raises 2026 Outlook
• Neutral Sentiment: Nordson’s Q3 EPS guidance of $2.95 to $3.15 was slightly below the analyst forecast, which may temper some of the post-earnings enthusiasm. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Neutral Sentiment: Recent pre-earnings coverage had highlighted expectations for growth in semiconductor and industrial demand, which appears to have been confirmed by the quarter’s results. Nordson Gears Up to Report Q2 Earnings: What’s in the Offing?

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.