MUFG Securities EMEA plc Raises Stock Position in Nordson Corporation $NDSN

MUFG Securities EMEA plc raised its stake in Nordson Corporation (NASDAQ:NDSN) by 6,952.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 72,503 shares of the industrial products company’s stock after buying an additional 71,475 shares during the period. MUFG Securities EMEA plc’s holdings in Nordson were worth $17,432,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Roman Butler Fullerton & Co. increased its holdings in Nordson by 4.2% in the fourth quarter. Roman Butler Fullerton & Co. now owns 950 shares of the industrial products company’s stock valued at $228,000 after buying an additional 38 shares in the last quarter. Bessemer Group Inc. increased its holdings in Nordson by 12.0% in the third quarter. Bessemer Group Inc. now owns 430 shares of the industrial products company’s stock valued at $98,000 after buying an additional 46 shares in the last quarter. Argent Trust Co increased its holdings in Nordson by 3.6% in the third quarter. Argent Trust Co now owns 1,325 shares of the industrial products company’s stock valued at $301,000 after buying an additional 46 shares in the last quarter. Hantz Financial Services Inc. increased its holdings in Nordson by 43.4% in the fourth quarter. Hantz Financial Services Inc. now owns 152 shares of the industrial products company’s stock valued at $37,000 after buying an additional 46 shares in the last quarter. Finally, Norden Group LLC increased its holdings in Nordson by 4.4% in the fourth quarter. Norden Group LLC now owns 1,199 shares of the industrial products company’s stock valued at $288,000 after buying an additional 50 shares in the last quarter. 72.11% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Nordson

In related news, EVP Justin E. Hall sold 716 shares of the firm’s stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $275.82, for a total transaction of $197,487.12. Following the sale, the executive vice president owned 1,515 shares in the company, valued at approximately $417,867.30. This trade represents a 32.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Srinivas Subramanian sold 3,100 shares of the firm’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 transaction of $868,000.00. Following the sale, the executive vice president owned 6,407 shares in the company, valued at approximately $1,793,960. This trade represents a 32.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.84% of the stock is owned by corporate insiders.

Analyst Ratings Changes

NDSN has been the subject of a number of research analyst reports. Oppenheimer increased their target price on shares of Nordson from $325.00 to $335.00 and gave the company an “outperform” rating in a report on Friday. Jefferies Financial Group reaffirmed a “hold” rating and issued a $300.00 target price on shares of Nordson in a report on Monday, February 23rd. Robert W. Baird increased their target price on shares of Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a report on Friday, February 20th. Weiss Ratings raised shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, May 22nd. Finally, KeyCorp increased their price target on shares of Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $311.29.

Nordson Stock Down 0.3%

NDSN stock opened at $287.33 on Friday. The company’s 50 day simple moving average is $276.96 and its 200-day simple moving average is $266.17. The firm has a market capitalization of $16.01 billion, a PE ratio of 30.63, a P/E/G ratio of 1.92 and a beta of 0.99. Nordson Corporation has a 12 month low of $205.17 and a 12 month high of $305.28. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.60 and a quick ratio of 1.65.

Nordson (NASDAQ:NDSN) last released its quarterly earnings results on Wednesday, May 20th. The industrial products company reported $2.86 EPS for the quarter, beating the consensus estimate of $2.82 by $0.04. The business had revenue of $740.85 million for the quarter, compared to analyst estimates of $728.78 million. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The company’s quarterly revenue was up 8.5% on a year-over-year basis. During the same period in the prior year, the business earned $2.42 earnings per share. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. Equities analysts expect that Nordson Corporation will post 11.59 earnings per share for the current fiscal year.

Nordson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th were given a $0.82 dividend. The ex-dividend date was Thursday, March 19th. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. Nordson’s dividend payout ratio is currently 34.97%.

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.