Nordson (NASDAQ:NDSN) Issues Q1 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) updated its first quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.250-2.450 for the period, compared to the consensus EPS estimate of 2.930. The company issued revenue guidance of $630.0 million-$670.0 million, compared to the consensus revenue estimate of $764.2 million. Nordson also updated its FY 2026 guidance to 10.800-11.500 EPS.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. Robert W. Baird increased their target price on Nordson from $245.00 to $252.00 and gave the company a “neutral” rating in a report on Friday, August 22nd. DA Davidson set a $285.00 price objective on Nordson in a research note on Tuesday, October 21st. Oppenheimer raised their price objective on Nordson from $260.00 to $275.00 and gave the stock an “outperform” rating in a research report on Monday, August 25th. Wall Street Zen upgraded Nordson from a “hold” rating to a “buy” rating in a report on Sunday, November 30th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $240.00 target price on shares of Nordson in a research report on Thursday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $255.75.

Nordson Stock Performance

Nordson stock traded up $2.88 during mid-day trading on Wednesday, reaching $236.32. The company had a trading volume of 959,136 shares, compared to its average volume of 359,194. The company has a quick ratio of 1.11, a current ratio of 1.69 and a debt-to-equity ratio of 0.60. The firm has a market cap of $13.28 billion, a price-to-earnings ratio of 29.69, a PEG ratio of 1.63 and a beta of 1.01. The company has a 50 day moving average of $233.56 and a 200-day moving average of $223.62. Nordson has a 52 week low of $165.03 and a 52 week high of $255.61.

Nordson (NASDAQ:NDSN) last released its earnings results on Wednesday, December 10th. The industrial products company reported $3.03 earnings per share for the quarter, topping analysts’ consensus estimates of $2.93 by $0.10. The business had revenue of $751.82 million for the quarter, compared to the consensus estimate of $761.03 million. Nordson had a return on equity of 19.45% and a net margin of 16.34%.Nordson has set its Q1 2026 guidance at 2.250-2.450 EPS and its FY 2026 guidance at 10.800-11.500 EPS. On average, sell-side analysts expect that Nordson will post 10.2 EPS for the current fiscal year.

Nordson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, January 2nd. Investors of record on Wednesday, December 17th will be given a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, December 17th. Nordson’s dividend payout ratio (DPR) is 41.21%.

Insider Activity

In other Nordson news, EVP James E. Devries sold 9,100 shares of the company’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $233.60, for a total value of $2,125,760.00. Following the sale, the executive vice president directly owned 51,223 shares in the company, valued at $11,965,692.80. This represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Joseph P. Kelley sold 2,300 shares of Nordson stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $232.39, for a total value of $534,497.00. Following the transaction, the executive vice president directly owned 8,605 shares of the company’s stock, valued at approximately $1,999,715.95. The trade was a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 13,600 shares of company stock valued at $3,188,257 in the last three months. Company insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Nordson

Institutional investors have recently bought and sold shares of the business. Norinchukin Bank The lifted its position in Nordson by 1.9% during the 3rd quarter. Norinchukin Bank The now owns 3,084 shares of the industrial products company’s stock valued at $700,000 after purchasing an additional 57 shares during the period. NewEdge Advisors LLC lifted its holdings in Nordson by 1.4% in the second quarter. NewEdge Advisors LLC now owns 5,269 shares of the industrial products company’s stock valued at $1,130,000 after buying an additional 71 shares during the period. Public Employees Retirement System of Ohio boosted its stake in Nordson by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 16,837 shares of the industrial products company’s stock valued at $3,821,000 after acquiring an additional 105 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Nordson during the 2nd quarter valued at $31,000. Finally, MUFG Securities EMEA plc bought a new position in shares of Nordson in the 2nd quarter worth $34,000. Institutional investors own 72.11% of the company’s stock.

About Nordson

Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, and other fluids worldwide. It operates through three segments: Industrial Precision Solutions; Medical and Fluid Solutions; and Advanced Technology Solutions.