Fiera Capital Corp Sells 4,105 Shares of Nordson Corporation $NDSN

Fiera Capital Corp decreased its position in shares of Nordson Corporation (NASDAQ:NDSN) by 2.2% during the third quarter, according to the company in its most recent 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 quarter. Fiera Capital Corp’s holdings in Nordson were worth $42,137,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of NDSN. Syon Capital LLC bought a new stake in Nordson during the third quarter valued at about $231,000. Beirne Wealth Consulting Services LLC purchased a new stake in shares of Nordson during the third quarter worth about $288,000. NEOS Investment Management LLC bought a new stake in Nordson during the 3rd quarter valued at approximately $244,000. JPMorgan Chase & Co. lifted its holdings in Nordson by 110.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 718,616 shares of the industrial products company’s stock worth $163,093,000 after purchasing an additional 376,395 shares in the last quarter. Finally, State of New Jersey Common Pension Fund D boosted its stake in Nordson by 16.2% in the 3rd quarter. State of New Jersey Common Pension Fund D now owns 17,995 shares of the industrial products company’s stock worth $4,084,000 after purchasing an additional 2,506 shares during the period. Institutional investors own 72.11% of the company’s stock.

Nordson Stock Performance

Shares of NASDAQ:NDSN opened at $290.17 on Friday. The firm has a fifty day simple moving average of $266.20 and a two-hundred day simple moving average of $241.59. Nordson Corporation has a 52 week low of $165.03 and a 52 week high of $305.28. The company has a quick ratio of 1.05, a current ratio of 2.72 and a debt-to-equity ratio of 0.62. The stock has a market capitalization of $16.16 billion, a P/E ratio of 31.34, a PEG ratio of 2.02 and a beta of 1.01.

Nordson (NASDAQ:NDSN) last announced its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, beating analysts’ consensus estimates of $2.36 by $0.01. The firm had revenue of $669.46 million during the quarter, compared to the consensus estimate of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter last year, the firm earned $2.06 EPS. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. On average, analysts expect that Nordson Corporation will post 10.2 earnings per share for the current fiscal year.

Nordson Dividend Announcement

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

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Robert W. Baird lifted 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. KeyCorp lifted 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. Vertical Research raised shares of Nordson from a “hold” rating to a “buy” rating and set a $270.00 price objective for the company in a report on Monday, December 15th. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Finally, DA Davidson reiterated a “buy” rating and issued a $290.00 target price on shares of Nordson in a research report on Thursday. Four investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Nordson presently has a consensus rating of “Hold” and an average target price of $276.14.

Nordson 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.