Vanguard Group Inc. Decreases Holdings in Nordson Corporation $NDSN

Vanguard Group Inc. reduced its position in Nordson Corporation (NASDAQ:NDSN) by 2.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,071,120 shares of the industrial products company’s stock after selling 129,817 shares during the period. Vanguard Group Inc. owned approximately 10.81% of Nordson worth $1,377,841,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of NDSN. Norges Bank bought a new position in Nordson in the second quarter valued at about $139,218,000. JPMorgan Chase & Co. increased its position in shares of Nordson by 110.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 718,616 shares of the industrial products company’s stock valued at $163,093,000 after purchasing an additional 376,395 shares during the last quarter. State Street Corp lifted its stake in shares of Nordson by 4.7% in the 2nd quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock worth $636,375,000 after purchasing an additional 133,229 shares during the period. ProShare Advisors LLC boosted its holdings in shares of Nordson by 10.2% in the second quarter. ProShare Advisors LLC now owns 866,396 shares of the industrial products company’s stock worth $185,729,000 after buying an additional 80,285 shares during the last quarter. Finally, Squarepoint Ops LLC grew its position in Nordson by 501.5% during the second quarter. Squarepoint Ops LLC now owns 80,053 shares of the industrial products company’s stock valued at $17,161,000 after buying an additional 66,744 shares during the period. Institutional investors own 72.11% of the company’s stock.

Nordson Price Performance

NASDAQ:NDSN opened at $290.17 on Friday. The business’s 50-day simple moving average is $266.20 and its two-hundred day simple moving average is $241.59. Nordson Corporation has a 52 week low of $165.03 and a 52 week high of $305.28. The stock has a market cap of $16.16 billion, a PE ratio of 31.34, a P/E/G ratio of 2.02 and a beta of 1.01. The company has a quick ratio of 1.05, a current ratio of 2.72 and a debt-to-equity ratio of 0.62.

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

Nordson Dividend Announcement

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

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Vertical Research upgraded shares of Nordson from a “hold” rating to a “buy” rating and set a $270.00 price target on the stock in a research report on Monday, December 15th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a report on Monday, December 29th. KeyCorp boosted their price target on Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday. Wall Street Zen upgraded Nordson from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, DA Davidson reaffirmed a “buy” rating and set a $290.00 price objective on shares of Nordson in a research report on Thursday. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Nordson presently has a consensus rating of “Hold” and an average price target of $276.14.

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

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.