Nordson (NASDAQ:NDSN) Releases FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on 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 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.

Analysts Set New Price Targets

A number of research firms have recently commented on NDSN. Oppenheimer upped 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. KeyCorp reiterated a “buy” rating on shares of Nordson in a report on Thursday. DA Davidson reissued a “buy” rating and issued a $345.00 price objective on shares of Nordson in a research note on Thursday. Weiss Ratings raised Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Finally, Wall Street Zen lowered shares of Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $316.29.

Nordson Price Performance

Shares of NASDAQ:NDSN opened at $334.70 on Friday. Nordson has a twelve month low of $219.60 and a twelve month high of $336.70. The stock’s 50 day moving average is $297.95 and its 200-day moving average is $286.75. The company has a quick ratio of 1.65, a current ratio of 2.60 and a debt-to-equity ratio of 0.58. The firm has a market capitalization of $18.65 billion, a price-to-earnings ratio of 33.84, a PEG ratio of 2.06 and a beta of 0.96.

Nordson (NASDAQ:NDSN) last announced its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 EPS for the quarter, beating analysts’ consensus estimates of $3.09 by $0.16. Nordson had a net margin of 18.63% and a return on equity of 20.74%. The business had revenue of $817.67 million during the quarter, compared to analyst estimates of $779.49 million. During the same quarter in the previous year, the business posted $2.73 EPS. Nordson’s quarterly revenue was up 10.3% on a year-over-year basis. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. Sell-side analysts forecast that Nordson will post 11.59 EPS for the current fiscal year.

Nordson Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Thursday, June 18th. Nordson’s dividend payout ratio (DPR) is presently 34.97%.

Key Headlines Impacting Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record quarterly performance: Fiscal Q3 sales reached a record $817.7 million, up approximately 10% year over year, while adjusted EPS of $3.25 exceeded the $3.09 consensus estimate. Organic sales increased about 12%, with growth across all operating segments. Nordson Q3 earnings beat
• Positive Sentiment: Higher fiscal 2026 guidance: Nordson now expects sales of $3.035 billion to $3.075 billion and adjusted EPS of $11.80 to $12.00, above the roughly $11.59 analyst consensus. The company’s backlog rose 35% from the prior year, supporting expectations for continued growth. Nordson fiscal 2026 outlook
• Positive Sentiment: Strongest segment growth came from Advanced Technology Solutions, where sales rose 28% to $220 million. Industrial Precision Solutions and Medical and Fluid Solutions each grew 5%, indicating that momentum was not limited to one end market. Nordson record Q3 results
• Positive Sentiment: D.A. Davidson reaffirmed its Buy rating and maintained a $345 price target, reinforcing analyst support following the earnings beat and guidance increase. D.A. Davidson Nordson rating
• Neutral Sentiment: Nordson Medical introduced its Divert ULTRA high-pressure stopcock line. The product launch expands the company’s medical offering, although its near-term financial impact was not disclosed. Nordson Medical product launch
• Negative Sentiment: Reported insider activity has been entirely selling over the past six months, including sales by the CEO and other executives. These transactions may reflect diversification or compensation, but they represent a potential sentiment overhang for investors.

Institutional Trading of Nordson

A number of hedge funds and other institutional investors have recently bought and sold shares of NDSN. Virtu Financial LLC purchased a new position in Nordson in the 4th quarter worth approximately $219,000. Corient Private Wealth LLC raised its holdings in Nordson by 3,401.2% in the 4th quarter. Corient Private Wealth LLC now owns 191,096 shares of the industrial products company’s stock worth $45,945,000 after purchasing an additional 185,638 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in Nordson by 2.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 15,599 shares of the industrial products company’s stock worth $3,750,000 after buying an additional 350 shares during the period. Mackenzie Financial Corp grew its holdings in shares of Nordson by 861.5% during the 4th quarter. Mackenzie Financial Corp now owns 17,182 shares of the industrial products company’s stock worth $4,183,000 after acquiring an additional 15,395 shares during the period. Finally, SummitTX Capital L.P. purchased a new position in shares of Nordson in the 4th quarter valued at approximately $886,000. Institutional investors own 72.11% of the company’s stock.

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.