PEAK6 LLC Makes New $6.92 Million Investment in Nordson Corporation $NDSN

PEAK6 LLC purchased a new position in Nordson Corporation (NASDAQ:NDSN) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 22,923 shares of the industrial products company’s stock, valued at approximately $6,916,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. XXEC Inc. acquired a new position in shares of Nordson in the 2nd quarter valued at $896,378,000. BlackRock Inc. acquired a new stake in Nordson during the 2nd quarter worth about $1,248,447,000. Norges Bank purchased a new stake in Nordson during the 4th quarter valued at about $191,654,000. Bank of New York Mellon Corp purchased a new stake in Nordson during the 2nd quarter valued at about $127,230,000. Finally, Deutsche Bank AG acquired a new position in shares of Nordson in the second quarter valued at about $89,393,000. 72.11% of the stock is currently owned by institutional investors and hedge funds.

Nordson Price Performance

Shares of Nordson stock opened at $332.24 on Monday. The firm has a market cap of $18.51 billion, a PE ratio of 33.59, a P/E/G ratio of 2.17 and a beta of 0.96. Nordson Corporation has a twelve month low of $220.06 and a twelve month high of $338.55. The company has a quick ratio of 1.18, a current ratio of 1.82 and a debt-to-equity ratio of 0.47. The business has a 50-day moving average price of $298.83 and a 200 day moving average price of $287.14.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.09 by $0.16. Nordson had a return on equity of 20.49% and a net margin of 18.63%.The company had revenue of $817.67 million for the quarter, compared to the consensus estimate of $779.49 million. During the same quarter in the prior year, the business posted $2.73 earnings per share. Nordson’s revenue for the quarter 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 predict that Nordson Corporation will post 11.8 earnings per share for the current fiscal year.

Nordson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were paid a $0.82 dividend. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. Nordson’s dividend payout ratio (DPR) is currently 33.16%.

Wall Street Analyst Weigh In

NDSN has been the subject of several research analyst reports. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Oppenheimer increased their price target on shares of Nordson from $335.00 to $370.00 and gave the stock an “outperform” rating in a report on Friday. BNP Paribas Exane raised their price target on shares of Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. Robert W. Baird lifted their price objective on shares of Nordson from $328.00 to $351.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Five investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $326.57.

Key Stories Impacting Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Strong Q3 beat and broad-based growth: Nordson reported adjusted earnings of $3.25 per share, above the $3.09 consensus and up from $2.73 a year earlier. Revenue reached $817.7 million, exceeding estimates of $779.5 million and increasing 10.3% year over year. Record sales across all segments, stronger orders and broad organic growth supported the results. NDSN Q3 Earnings Beat Estimates on Broad Organic Growth
• Positive Sentiment: Higher fiscal 2026 outlook: Management raised its outlook for the third time, forecasting fiscal 2026 sales of $3.035 billion to $3.075 billion and adjusted EPS of $11.80 to $12.00. Backlog reportedly increased 35%, reinforcing expectations for continued demand and earnings momentum. Nordson Forecasts Fiscal 2026 Sales and EPS
• Positive Sentiment: Analyst price-target increases: Oppenheimer raised its target from $335 to $370 and upgraded its view to “outperform.” Robert W. Baird lifted its target from $328 to $351 while maintaining a “neutral” rating. DA Davidson reaffirmed its “buy” rating with a $345 target. Analysts Boost Forecasts on Nordson
• Neutral Sentiment: New medical product: Nordson MEDICAL introduced its Divert ULTRA line of ultra-high-pressure stopcocks for demanding medical applications. The launch expands the product portfolio but was not accompanied by a specific financial impact. Nordson MEDICAL Introduces Divert ULTRA
• Negative Sentiment: Insider selling and valuation: Reported insider activity showed 46 sales and no purchases over the past six months, including sizable sales by senior executives. After the rally, Nordson trades at roughly 33.6 times earnings, leaving the stock vulnerable to profit-taking if growth or guidance momentum slows.

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.