Nordson (NASDAQ:NDSN) Issues Quarterly Earnings Results

Nordson (NASDAQ:NDSN) released its quarterly earnings data on Wednesday. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.36 by $0.01, Zacks reports. The business had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. Nordson had a return on equity of 19.64% and a net margin of 17.35%.The company’s revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.06 EPS. Nordson updated its FY 2026 guidance to 11.000-11.600 EPS and its Q2 2026 guidance to 2.700-2.900 EPS.

Nordson Trading Up 0.8%

Shares of NDSN stock traded up $2.42 during trading hours on Thursday, reaching $301.71. 77,191 shares of the stock were exchanged, compared to its average volume of 437,473. Nordson has a 12-month low of $165.03 and a 12-month high of $305.28. The company has a current ratio of 1.64, a quick ratio of 1.05 and a debt-to-equity ratio of 0.56. The company’s 50-day moving average price is $263.92 and its 200-day moving average price is $240.68. The firm has a market capitalization of $16.81 billion, a price-to-earnings ratio of 35.37, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01.

Nordson Announces Dividend

The company 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. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Wednesday, December 17th. Nordson’s dividend payout ratio (DPR) is 38.45%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on NDSN shares. Wall Street Zen downgraded shares of Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, December 13th. Robert W. Baird boosted their target price on shares of Nordson from $252.00 to $275.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. DA Davidson set a $290.00 target price on shares of Nordson in a research report on Friday, December 12th. Vertical Research raised shares of Nordson from a “hold” rating to a “buy” rating and set a $270.00 price target for the company in a report on Monday, December 15th. Finally, KeyCorp lifted their price target on Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research report on Thursday. Four research 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, the stock presently has an average rating of “Hold” and an average target price of $270.57.

More Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 sales, revenue beat and organic growth: Nordson reported a record first‑quarter with $669M in sales, organic sales up ~7% and revenue modestly above consensus. This supports near‑term revenue momentum. Read More.
• Positive Sentiment: Raised FY‑2026 guidance: Management lifted full‑year EPS guidance to $11.00–$11.60 and revenue guidance to roughly $2.9B–$3.0B (vs. consensus near $2.9B), implying continued confidence in margin expansion and growth. That boost to the outlook is a primary driver of the stock move. Read More.
• Neutral Sentiment: Quarterly EPS roughly in line: Reported EPS (~$2.37) essentially matched/edged past consensus by pennies, while revenue beat estimates — a mixed but overall acceptable beat for investors focused on growth and margins. Read More.
• Neutral Sentiment: Margins and ROE look healthy: Net margin (~17%) and ROE (~19.6%) remain strong, supporting the premium valuation; investors will watch whether operating cash flow trends keep pace with earnings. Read More.
• Negative Sentiment: Insider sales and institutional trimming: Recent disclosures show company insiders sold shares and some large institutions trimmed positions materially in Q4, which can weigh on investor sentiment despite the quarter’s strength. Read More.
• Negative Sentiment: Mixed cash‑flow metrics: Operating cash flow and cash balances were lower year‑over‑year per some reports, which investors may flag if the trend continues despite higher reported net income. Read More.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Equitable Holdings Inc. bought a new stake in shares of Nordson during the 4th quarter worth approximately $250,000. Laurion Capital Management LP purchased a new stake in Nordson in the fourth quarter worth $205,000. Panagora Asset Management Inc. purchased a new stake in Nordson in the fourth quarter worth $204,000. Brooklyn Investment Group bought a new stake in shares of Nordson during the fourth quarter worth $203,000. Finally, Brown Brothers Harriman & Co. boosted its stake in shares of Nordson by 52.8% during the fourth quarter. Brown Brothers Harriman & Co. now owns 833 shares of the industrial products company’s stock valued at $200,000 after purchasing an additional 288 shares during the period. 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.