Nordson (NASDAQ:NDSN) Updates Q3 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.950-3.150 for the period, compared to the consensus earnings per share estimate of 3.050. The company issued revenue guidance of $760.0 million-$790.0 million, compared to the consensus revenue estimate of $767.7 million. Nordson also updated its FY 2026 guidance to 11.300-11.800 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a research report on Friday, March 27th. Robert W. Baird upped their price objective on shares of Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a research report on Friday, February 20th. DA Davidson set a $335.00 price objective on shares of Nordson in a research report on Monday, February 23rd. Oppenheimer upped their price objective on shares of Nordson from $285.00 to $325.00 and gave the company an “outperform” rating in a research report on Tuesday, February 24th. Finally, KeyCorp increased their price target 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. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Nordson currently has a consensus rating of “Moderate Buy” and a consensus target price of $311.50.

Nordson Stock Performance

NASDAQ NDSN opened at $276.20 on Thursday. The firm has a market cap of $15.41 billion, a price-to-earnings ratio of 29.83, a PEG ratio of 1.82 and a beta of 0.99. The company has a 50 day moving average of $274.36 and a 200-day moving average of $263.60. The company has a current ratio of 2.72, a quick ratio of 1.74 and a debt-to-equity ratio of 0.63. Nordson has a 1-year low of $191.99 and a 1-year high of $305.28.

Nordson (NASDAQ:NDSN) last posted its quarterly earnings data on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share for the quarter, topping the consensus estimate of $2.82 by $0.04. The company had revenue of $740.85 million during the quarter, compared to analyst estimates of $728.78 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The company’s revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the business posted $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. On average, equities analysts forecast that Nordson will post 11.47 earnings per share for the current fiscal year.

Nordson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th were issued a dividend of $0.82 per share. 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 dividend payout ratio (DPR) is presently 35.42%.

Insider Activity

In other news, CEO Sundaram Nagarajan sold 41,800 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $293.26, for a total transaction of $12,258,268.00. Following the completion of the sale, the chief executive officer owned 64,824 shares of the company’s stock, valued at approximately $19,010,286.24. This trade represents a 39.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Joseph P. Kelley sold 8,725 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $293.04, for a total transaction of $2,556,774.00. Following the sale, the executive vice president directly owned 7,268 shares of the company’s stock, valued at approximately $2,129,814.72. The trade was a 54.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 77,393 shares of company stock worth $22,549,703. Corporate insiders own 0.84% of the company’s stock.

Nordson News Roundup

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?

Institutional Trading of Nordson

Several hedge funds have recently modified their holdings of the stock. Hilltop Holdings Inc. bought a new stake in Nordson in the 4th quarter valued at $239,000. Laurion Capital Management LP bought a new stake in Nordson in the 4th quarter valued at $205,000. Panagora Asset Management Inc. bought a new stake in Nordson in the 4th quarter valued at $204,000. Brooklyn Investment Group bought a new stake in Nordson in the 4th quarter valued at $203,000. Finally, Brown Brothers Harriman & Co. lifted its position in Nordson by 52.8% in the 4th quarter. Brown Brothers Harriman & Co. now owns 833 shares of the industrial products company’s stock valued at $200,000 after acquiring an additional 288 shares in the last quarter. 72.11% of the stock is owned by institutional investors.

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.