Fiera Capital Corp Decreases Position in Nordson Corporation $NDSN

Fiera Capital Corp lessened its position in Nordson Corporation (NASDAQ:NDSN) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 185,666 shares of the industrial products company’s stock after selling 4,105 shares during the period. Fiera Capital Corp owned about 0.33% of Nordson worth $42,137,000 as of its most recent SEC filing.

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

Nordson Stock Down 1.3%

NDSN opened at $290.17 on Friday. The firm’s 50 day simple moving average is $266.20 and its two-hundred day simple moving average is $241.59. The company has a market capitalization of $16.16 billion, a PE ratio of 31.34, a PEG ratio of 2.02 and a beta of 1.01. Nordson Corporation has a 1-year low of $165.03 and a 1-year high of $305.28. The company has a current ratio of 2.72, a quick ratio of 1.05 and a debt-to-equity ratio of 0.62.

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

Nordson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Wednesday, December 17th were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, December 17th. Nordson’s payout ratio is presently 38.45%.

Analyst Ratings Changes

A number of equities analysts have weighed in on NDSN shares. DA Davidson reissued a “buy” rating and issued a $290.00 target price on shares of Nordson in a research report on Thursday. Robert W. Baird boosted their price objective on shares of Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a report on Friday. Wall Street Zen upgraded shares of Nordson from a “hold” rating to a “buy” rating in a report on Saturday. 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 note on Thursday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. Four analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $276.14.

Nordson News Roundup

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

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.