Nordson (NASDAQ:NDSN) Issues Q2 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.700-2.900 for the period, compared to the consensus earnings per share estimate of 2.710. The company issued revenue guidance of $710.0 million-$740.0 million, compared to the consensus revenue estimate of $712.4 million. Nordson also updated its FY 2026 guidance to 11.000-11.600 EPS.

Nordson Stock Up 0.8%

NDSN traded up $2.36 during trading on Wednesday, reaching $299.29. 571,869 shares of the stock were exchanged, compared to its average volume of 449,105. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.05 and a current ratio of 1.64. The stock’s 50 day moving average price is $262.66 and its two-hundred day moving average price is $240.27. Nordson has a twelve month low of $165.03 and a twelve month high of $302.21. The stock has a market cap of $16.67 billion, a P/E ratio of 35.09, a price-to-earnings-growth ratio of 2.05 and a beta of 1.01.

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. Nordson had a return on equity of 19.64% and a net margin of 17.35%.Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Equities analysts expect that Nordson will post 10.2 EPS for the current year.

Nordson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 17th were issued a $0.82 dividend. The ex-dividend date of this dividend was Wednesday, December 17th. This represents a $3.28 annualized dividend and a yield of 1.1%. Nordson’s payout ratio is currently 38.45%.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Wall Street Zen lowered shares of Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, December 13th. DA Davidson set a $290.00 target price on Nordson in a report on Friday, December 12th. KeyCorp lifted their price target on Nordson from $250.00 to $295.00 and gave the company an “overweight” rating in a research note on Thursday, December 11th. Robert W. Baird upped their price objective on Nordson from $252.00 to $275.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Finally, Vertical Research raised Nordson from a “hold” rating to a “buy” rating and set a $270.00 price objective on the stock in a research note on Monday, December 15th. Four investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $266.29.

Trending Headlines about Nordson

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Company reported record Q1 sales with organic growth and improved margins (first‑quarter sales ~$669M; organic sales +7%, favorable currency ~4%). The print highlights durable demand across end markets and underpins the upbeat guidance. Nordson Corporation Reports Record First Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: Company‑reported EPS beat the consensus by a hair (reported $2.37 vs. consensus ~$2.36) and showed strong profitability metrics (ROE ~19.6%, net margin ~17.4%), supporting the stock’s positive reaction. View Press Release
• Neutral Sentiment: Q2 and FY 2026 guidance were issued roughly in line with Street expectations: Q2 EPS $2.70–2.90 (consensus ~2.71) and FY EPS $11.00–11.60 (consensus ~11.25); revenue ranges also track consensus, implying steady growth but a wide guidance band. This reduces surprise risk but limits a strong re‑rating. Nordson Corporation Reports Record First Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Neutral Sentiment: Analyst coverage shows a mix of price targets (median/average in the high $200s to low $300s range) — consensus targets sit near or below the current market price, suggesting limited near‑term upside from analyst revisions alone. Nordson Corporation Receives Average Price Target
• Negative Sentiment: Third‑party reporting flagged a small EPS miss against one external consensus and highlighted recent insider selling and notable institutional position reductions by several large managers — factors that can weigh on investor sentiment despite good underlying results. Nordson Corporation Releases Q1 2026 Earnings: Revenue Growth but EPS Miss

Hedge Funds Weigh In On Nordson

Institutional investors have recently made changes to their positions in the stock. CYBER HORNET ETFs LLC bought a new position in shares of Nordson during the 2nd quarter worth $31,000. MUFG Securities EMEA plc bought a new stake in Nordson in the 2nd quarter valued at about $34,000. Los Angeles Capital Management LLC purchased a new stake in Nordson during the fourth quarter valued at about $52,000. Federated Hermes Inc. bought a new position in Nordson during the fourth quarter worth about $55,000. Finally, UMB Bank n.a. increased its stake in shares of Nordson by 68.3% in the fourth quarter. UMB Bank n.a. now owns 276 shares of the industrial products company’s stock worth $66,000 after purchasing an additional 112 shares in the last quarter. Institutional investors and hedge funds 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.