Nordson (NASDAQ:NDSN) Issues FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 11.800-12.000 for the period, compared to the consensus earnings per share estimate of 11.590. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on NDSN. Oppenheimer raised their price objective on shares of Nordson from $325.00 to $335.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. DA Davidson upped their target price on Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, May 27th. Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. Wall Street Zen cut shares of Nordson from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. Finally, BNP Paribas Exane upped their price target on shares of Nordson from $285.00 to $290.00 and gave the company a “neutral” rating in a report on Friday, May 22nd. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Nordson has a consensus rating of “Moderate Buy” and an average price target of $311.29.

Nordson Price Performance

Shares of NDSN stock traded up $5.71 on Wednesday, reaching $309.92. The company’s stock had a trading volume of 601,196 shares, compared to its average volume of 390,985. Nordson has a 1 year low of $213.23 and a 1 year high of $315.68. The company has a current ratio of 2.60, a quick ratio of 1.65 and a debt-to-equity ratio of 0.58. The stock’s fifty day simple moving average is $296.34 and its 200-day simple moving average is $286.09. The company has a market capitalization of $17.27 billion, a price-to-earnings ratio of 33.04, a price-to-earnings-growth ratio of 2.05 and a beta of 0.96.

Nordson (NASDAQ:NDSN) last posted its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 EPS for the quarter, topping the consensus estimate of $3.09 by $0.16. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The company had revenue of $817.67 million for the quarter, compared to the consensus estimate of $779.49 million. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. Analysts forecast that Nordson will post 11.59 earnings per share for the current fiscal year.

Nordson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 6th. Stockholders of record on Thursday, June 18th were paid a dividend of $0.82 per share. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. Nordson’s dividend payout ratio (DPR) is presently 34.97%.

Hedge Funds Weigh In On Nordson

Several large investors have recently bought and sold shares of NDSN. Arrowstreet Capital Limited Partnership boosted its position in shares of Nordson by 314.9% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company’s stock worth $2,335,000 after purchasing an additional 8,268 shares in the last quarter. Marshall Wace LLP acquired a new position in Nordson during the 2nd quarter worth $8,594,000. Cerity Partners LLC raised its holdings in shares of Nordson by 23.6% during the second quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock worth $3,027,000 after purchasing an additional 2,692 shares during the period. Daiwa Securities Group Inc. grew its stake in Nordson by 2.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company’s stock worth $2,221,000 after buying an additional 244 shares during the last quarter. Finally, State Street Corp boosted its stake in Nordson by 4.7% during the 2nd quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after purchasing an additional 133,229 shares during the period. Hedge funds and other institutional investors 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.