Nordson (NASDAQ:NDSN) Updates Q3 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.950-3.150 for the period, compared to the consensus earnings per share estimate of 3.050. The company issued revenue guidance of $760.0 million-$790.0 million, compared to the consensus revenue estimate of $767.7 million. Nordson also updated its FY 2026 guidance to 11.300-11.800 EPS.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research note on Friday, March 27th. DA Davidson set a $335.00 target price on shares of Nordson in a research note on Monday, February 23rd. Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Oppenheimer increased their price objective on shares of Nordson from $285.00 to $325.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. Finally, Robert W. Baird upped their price objective on shares of Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a research report on Friday, February 20th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Nordson presently has a consensus rating of “Moderate Buy” and a consensus price target of $311.50.

Nordson Stock Performance

Nordson stock traded up $4.56 during trading hours on Wednesday, hitting $276.20. The company had a trading volume of 407,538 shares, compared to its average volume of 386,519. Nordson has a one year low of $191.99 and a one year high of $305.28. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.72 and a quick ratio of 1.74. The firm has a market cap of $15.41 billion, a PE ratio of 29.83, a PEG ratio of 1.86 and a beta of 0.99. The firm has a 50-day moving average of $274.26 and a 200 day moving average of $263.29.

Nordson (NASDAQ:NDSN) last posted its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share for the quarter, topping analysts’ consensus estimates of $2.36 by $0.01. The company had revenue of $669.46 million during the quarter, compared to the consensus estimate of $652.68 million. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The company’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the firm earned $2.06 earnings per share. On average, sell-side analysts expect that Nordson will post 11.47 earnings per share for the current year.

Nordson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th were paid a $0.82 dividend. The ex-dividend date was Thursday, March 19th. This represents a $3.28 annualized dividend and a dividend yield of 1.2%. Nordson’s dividend payout ratio (DPR) is presently 35.42%.

Insiders Place Their Bets

In other news, CEO Sundaram Nagarajan sold 41,800 shares of Nordson stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $293.26, for a total value of $12,258,268.00. Following the transaction, the chief executive officer owned 64,824 shares in the company, valued at approximately $19,010,286.24. This trade represents a 39.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Justin E. Hall sold 716 shares of the company’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total transaction of $197,487.12. Following the transaction, the executive vice president owned 1,515 shares of the company’s stock, valued at approximately $417,867.30. This represents a 32.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 77,393 shares of company stock worth $22,549,703. 0.84% of the stock is currently owned by company insiders.

Institutional Trading of Nordson

Several hedge funds have recently modified their holdings of NDSN. State Street Corp lifted its stake in shares of Nordson by 4.7% in the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after buying an additional 133,229 shares in the last quarter. Morgan Stanley increased its position in shares of Nordson by 6.2% during the 4th quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock valued at $380,514,000 after purchasing an additional 92,970 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of Nordson by 24.0% in the 4th quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock worth $214,227,000 after purchasing an additional 172,400 shares during the period. Millennium Management LLC boosted its holdings in shares of Nordson by 16.8% in the fourth quarter. Millennium Management LLC now owns 691,824 shares of the industrial products company’s stock worth $166,335,000 after acquiring an additional 99,439 shares during the period. Finally, Northern Trust Corp boosted its holdings in shares of Nordson by 1.2% in the third quarter. Northern Trust Corp now owns 492,080 shares of the industrial products company’s stock worth $111,678,000 after acquiring an additional 5,859 shares during the period. 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.