Tredje AP fonden Boosts Stock Position in Nordson Corporation $NDSN

Tredje AP fonden increased its holdings in Nordson Corporation (NASDAQ:NDSN) by 20.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 83,961 shares of the industrial products company’s stock after purchasing an additional 14,459 shares during the period. Tredje AP fonden owned approximately 0.15% of Nordson worth $19,055,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. increased its holdings in shares of Nordson by 0.4% in the 2nd quarter. Vanguard Group Inc. now owns 6,200,937 shares of the industrial products company’s stock worth $1,329,295,000 after buying an additional 22,090 shares during the last quarter. 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 worth $636,375,000 after acquiring an additional 133,229 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in Nordson by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 1,068,214 shares of the industrial products company’s stock worth $228,993,000 after acquiring an additional 48,556 shares during the last quarter. ProShare Advisors LLC increased its stake in Nordson by 10.2% during the second quarter. ProShare Advisors LLC now owns 866,396 shares of the industrial products company’s stock worth $185,729,000 after acquiring an additional 80,285 shares during the last quarter. Finally, Champlain Investment Partners LLC raised its position in Nordson by 2.4% during the second quarter. Champlain Investment Partners LLC now owns 816,115 shares of the industrial products company’s stock valued at $174,951,000 after purchasing an additional 19,195 shares during the period. Institutional investors own 72.11% of the company’s stock.

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on NDSN shares. KeyCorp boosted their target price on Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research 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 research note on Monday, December 15th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Robert W. Baird raised their target price on shares of Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a report on Friday. Finally, DA Davidson reaffirmed a “buy” rating and set a $290.00 price target on shares of Nordson in a research note on Thursday. Four research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $276.14.

Nordson Stock Down 1.3%

NASDAQ:NDSN opened at $290.17 on Friday. The company has a market cap of $16.16 billion, a price-to-earnings ratio of 31.34, a price-to-earnings-growth ratio of 2.02 and a beta of 1.01. Nordson Corporation has a twelve month low of $165.03 and a twelve month high of $305.28. The company has a current ratio of 2.72, a quick ratio of 1.05 and a debt-to-equity ratio of 0.62. The stock has a fifty day simple moving average of $266.20 and a 200-day simple moving average of $241.59.

Nordson (NASDAQ:NDSN) last posted 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 net margin of 18.39% and a return on equity of 19.73%. The company had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. During the same quarter last year, the firm posted $2.06 EPS. The firm’s revenue was up 8.8% compared to the same quarter last year. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Analysts anticipate that Nordson Corporation will post 10.2 EPS for the current year.

Nordson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 17th were paid a $0.82 dividend. The ex-dividend date 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 (DPR) is 38.45%.

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.