Nordson (NASDAQ:NDSN) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Nordson (NASDAQ:NDSN) posted its quarterly earnings results on Wednesday. The industrial products company reported $2.37 EPS for the quarter, topping the consensus estimate of $2.36 by $0.01, Zacks reports. Nordson had a net margin of 17.35% and a return on equity of 19.64%. Nordson updated its FY 2026 guidance to 11.000-11.600 EPS and its Q2 2026 guidance to 2.700-2.900 EPS.

Nordson Stock Performance

NDSN traded up $2.36 during midday trading on Wednesday, reaching $299.29. The company’s stock had a trading volume of 571,756 shares, compared to its average volume of 449,075. 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 has a fifty day simple moving average of $262.66 and a 200 day simple moving average of $240.27. The stock has a market cap of $16.67 billion, a P/E ratio of 35.09, a PEG ratio of 2.05 and a beta of 1.01. Nordson has a twelve month low of $165.03 and a twelve month high of $302.21.

Nordson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were paid a dividend of $0.82 per share. The ex-dividend date was Wednesday, December 17th. This represents a $3.28 annualized dividend and a yield of 1.1%. Nordson’s dividend payout ratio is presently 38.45%.

Nordson News Roundup

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

Institutional Trading of Nordson

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Millennium Management LLC increased its holdings in shares of Nordson by 61.9% during the 3rd quarter. Millennium Management LLC now owns 592,385 shares of the industrial products company’s stock worth $134,442,000 after purchasing an additional 226,514 shares during the period. JPMorgan Chase & Co. grew its position in Nordson by 24.0% during the fourth quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock worth $214,227,000 after buying an additional 172,400 shares in the last quarter. State Street Corp increased its stake in Nordson by 4.7% during 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 acquiring an additional 133,229 shares during the period. Danske Bank A S acquired a new position in Nordson in the 3rd quarter valued at approximately $23,854,000. Finally, Caisse de depot et placement du Quebec bought a new stake in shares of Nordson in the 4th quarter worth approximately $22,990,000. 72.11% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Nordson in a report on Monday, December 29th. Robert W. Baird raised their target price on Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a report on Friday, December 12th. DA Davidson set a $290.00 price target on Nordson in a research note on Friday, December 12th. Wall Street Zen lowered Nordson from a “buy” rating to a “hold” rating in a report on Saturday, December 13th. Finally, Vertical Research upgraded Nordson from a “hold” rating to a “buy” rating and set a $270.00 target price for the company in a report on Monday, December 15th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $266.29.

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.