Nordson (NASDAQ:NDSN) Releases FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 11.300-11.800 for the period, compared to the consensus earnings per share estimate of 11.450. The company issued revenue guidance of $2.9 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion. Nordson also updated its Q3 2026 guidance to 2.950-3.150 EPS.

Nordson Stock Performance

Shares of NDSN stock traded up $4.56 during trading hours on Wednesday, reaching $276.20. The stock had a trading volume of 409,734 shares, compared to its average volume of 386,519. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.72 and a quick ratio of 1.74. Nordson has a twelve month low of $191.99 and a twelve month high of $305.28. The firm has a 50-day simple moving average of $274.26 and a 200-day simple moving average of $263.29. The firm has a market capitalization of $15.41 billion, a PE ratio of 29.83, a price-to-earnings-growth ratio of 1.86 and a beta of 0.99.

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

Nordson Announces Dividend

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

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Nordson in a research report on Friday, March 27th. KeyCorp boosted their target price on shares of 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 target price on shares of Nordson in a research report on Monday, February 23rd. Wall Street Zen lowered shares of Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Robert W. Baird boosted their target price on shares of Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a research report on Friday, February 20th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Nordson presently has an average rating of “Moderate Buy” and an average target price of $311.50.

Insider Activity at Nordson

In other news, EVP Justin E. Hall sold 716 shares of the company’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total value of $197,487.12. Following the completion of the sale, the executive vice president directly owned 1,515 shares of the company’s stock, valued at $417,867.30. This represents a 32.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Srinivas Subramanian sold 3,100 shares of the 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 directly owned 6,407 shares of the company’s stock, valued at approximately $1,793,960. The trade was a 32.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,393 shares of company stock worth $22,549,703 in the last 90 days. Corporate insiders own 0.84% of the company’s stock.

Institutional Investors Weigh In On Nordson

Several large investors have recently made changes to their positions in NDSN. State Street Corp grew its position in Nordson by 4.7% in the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after acquiring an additional 133,229 shares during the last quarter. Morgan Stanley grew its position in Nordson by 6.2% in the fourth quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock valued at $380,514,000 after acquiring an additional 92,970 shares during the last quarter. JPMorgan Chase & Co. grew its position in Nordson by 24.0% in the fourth quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock valued at $214,227,000 after acquiring an additional 172,400 shares during the last quarter. Millennium Management LLC grew its position in 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 acquiring an additional 99,439 shares during the last quarter. Finally, Northern Trust Corp grew its position in 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 acquiring an additional 5,859 shares during the last quarter. Institutional investors and hedge funds 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.