Nordson (NASDAQ:NDSN) Updates FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its FY 2026 earnings guidance on Wednesday morning. 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.

Nordson Stock Performance

Shares of NDSN stock opened at $309.92 on Thursday. The firm has a market cap of $17.27 billion, a P/E ratio of 33.04, a P/E/G ratio of 2.02 and a beta of 0.96. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.65 and a current ratio of 2.60. The firm’s 50 day moving average price is $296.97 and its 200-day moving average price is $286.33. Nordson has a one year low of $213.23 and a one year high of $315.68.

Nordson (NASDAQ:NDSN) last announced its quarterly earnings results on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share for the quarter, beating analysts’ consensus estimates of $3.09 by $0.16. The firm had revenue of $817.67 million during the quarter, compared to analysts’ expectations of $779.49 million. Nordson had a net margin of 18.19% and a return on equity of 20.08%. Nordson’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the company earned $2.73 earnings per share. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. As a group, equities research analysts predict that Nordson will post 11.59 EPS for the current year.

Nordson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, July 6th. Stockholders of record on Thursday, June 18th were given a $0.82 dividend. The ex-dividend date was Thursday, June 18th. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. Nordson’s dividend payout ratio (DPR) is presently 34.97%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. BNP Paribas Exane boosted their target price on Nordson from $285.00 to $290.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. Oppenheimer upped their target price 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. Wall Street Zen downgraded shares of Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. DA Davidson lifted their price objective on shares of Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, May 27th. Finally, Weiss Ratings raised shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Nordson has a consensus rating of “Moderate Buy” and an average price target of $311.29.

Trending Headlines about Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record quarterly performance: Nordson reported third-quarter sales of approximately $817.7 million, up 10% year over year and above the $779.5 million consensus estimate. Adjusted EPS of $3.25 exceeded expectations of $3.09 and increased from $2.73 a year earlier. Organic sales rose about 12%, with growth in all segments. Nordson Corporation Reports Record Third Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: Guidance raised: Management increased fiscal 2026 adjusted EPS guidance to $11.80-$12.00, above the roughly $11.59 analyst consensus, and projected sales of $3.035 billion-$3.075 billion. The company also reported backlog growth of approximately 35% from the prior year, supporting its outlook. Nordson Delivers Record Q3 Results, Raises 2026 Guidance
• Positive Sentiment: Strongest segment momentum: Advanced Technology Solutions sales jumped 28% to $220 million, while Industrial Precision Solutions and Medical and Fluid Solutions each grew 5%. The results point to improving diversification rather than reliance on a single end market.
• Positive Sentiment: Analyst support: D.A. Davidson maintained a Buy rating and a $345 price target, citing the earnings beat and increased guidance. Nordson Strong Q3 Beat and Raised Guidance Support Buy Rating
• Positive Sentiment: New medical product: Nordson MEDICAL introduced its Divert ULTRA line of ultra-high-pressure stopcocks for demanding medical applications, potentially expanding its medical product offering. Nordson MEDICAL Introduces Divert ULTRA Stopcocks
• Negative Sentiment: Insider selling: Data cited in the coverage shows 46 open-market insider sales and no purchases during the past six months, including sizable sales by the CEO and executive vice presidents. This may temper sentiment, although the transactions do not offset the stronger operating update.

Institutional Trading of Nordson

Several institutional investors and hedge funds have recently added to or reduced their stakes in NDSN. Arrowstreet Capital Limited Partnership lifted its position in Nordson by 314.9% in the second quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company’s stock worth $2,335,000 after buying an additional 8,268 shares during the last quarter. Marshall Wace LLP bought a new position in shares of Nordson during the 2nd quarter worth approximately $8,594,000. Cerity Partners LLC grew its stake in Nordson by 23.6% during the 2nd quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company’s stock worth $3,027,000 after buying an additional 2,692 shares during the last quarter. Daiwa Securities Group Inc. boosted its holdings in Nordson by 2.4% in the second quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company’s stock worth $2,221,000 after acquiring an additional 244 shares in the last quarter. Finally, State Street Corp increased its stake in Nordson by 4.7% during the 2nd quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after purchasing an additional 133,229 shares in the last quarter. 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.