Nordson (NASDAQ:NDSN) Updates Q2 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.700-2.900 for the period, compared to the consensus EPS estimate of 2.710. The company issued revenue guidance of $710.0 million-$740.0 million, compared to the consensus revenue estimate of $712.4 million. Nordson also updated its FY 2026 guidance to 11.000-11.600 EPS.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on NDSN. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. DA Davidson reiterated a “buy” rating and issued a $290.00 target price on shares of Nordson in a research note on Thursday. Vertical Research raised shares of 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. KeyCorp raised their price target on shares of Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Robert W. Baird upped their price objective on shares of Nordson from $252.00 to $275.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Four research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, Nordson has an average rating of “Hold” and an average price target of $270.57.

Nordson Trading Down 1.8%

Nordson stock opened at $293.93 on Friday. The business’s 50-day simple moving average is $265.11 and its 200-day simple moving average is $241.05. Nordson has a 52 week low of $165.03 and a 52 week high of $305.28. The firm has a market capitalization of $16.37 billion, a PE ratio of 31.74, a PEG ratio of 2.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.05 and a current ratio of 1.64.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results 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 19.92% and a net margin of 18.39%.The company had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. During the same period in the previous year, the business posted $2.06 EPS. The company’s revenue for the quarter 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. Equities research analysts forecast that Nordson will post 10.2 earnings per share for the current year.

Nordson Dividend Announcement

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

Trending Headlines about Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 results — Nordson reported a record first quarter with sales of ~$669M (organic +7%, currency +4%) and revenue that beat consensus; operating profit and net income rose year‑over‑year. This confirms demand strength in key end markets. Nordson Reports Record First Quarter
• Positive Sentiment: Raised FY2026 guidance — Nordson increased full‑year EPS guidance to $11.00–$11.60 and set Q2 EPS of $2.70–$2.90, signaling confidence in continued momentum. That guidance was broadly in line with revenue targets analysts expected. Company Guidance Slide Deck
• Positive Sentiment: Segment strength — Management highlighted Advanced Technology Solutions as a key growth driver contributing to the beat and margin expansion. Zacks also notes 15% EPS growth and raised outlook context. Zacks: Earnings Surpass Estimates
• Neutral Sentiment: Mixed beat/miss reporting — Different outlets show slight differences vs. consensus (some report EPS beat by $0.01; others show a small miss vs an alternative consensus). The underlying trends are positive, but the noise may cause short‑term volatility. Earnings Call Transcript
• Neutral Sentiment: Guidance largely in line — Q2 revenue and FY revenue ranges were close to Street expectations, so there’s limited upside surprise baked into guidance; helps set expectations but may temper immediate rallies. MarketBeat: Earnings Summary
• Negative Sentiment: Analyst price targets and valuation pressure — DA Davidson reaffirmed a Buy with a $290 PT (slightly below the current level), and some recent targets sit below the market, which can prompt profit‑taking especially with the stock near its 52‑week high. Benzinga: DA Davidson Reaffirmed
• Negative Sentiment: Insider selling noted — Recent insider sales were flagged by data aggregators, which can weigh on investor sentiment despite strong fundamentals. QuiverQuant Insider Notes

Institutional Trading of Nordson

Several institutional investors have recently modified their holdings of NDSN. Millennium Management LLC raised its stake in shares of Nordson by 61.9% in the third quarter. Millennium Management LLC now owns 592,385 shares of the industrial products company’s stock valued at $134,442,000 after purchasing an additional 226,514 shares in the last quarter. Corient Private Wealth LLC increased its holdings in Nordson by 3,401.2% in the 4th quarter. Corient Private Wealth LLC now owns 191,096 shares of the industrial products company’s stock valued at $45,945,000 after buying an additional 185,638 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Nordson by 24.0% in the 4th quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock valued at $214,227,000 after buying an additional 172,400 shares in the last quarter. State Street Corp lifted its holdings in shares of Nordson by 4.7% during the 2nd 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. Finally, Danske Bank A S acquired a new stake in shares of Nordson during the 3rd quarter valued at about $23,854,000. Institutional investors and hedge funds own 72.11% of the company’s stock.

About Nordson

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.