Nordson (NASDAQ:NDSN) Posts Earnings Results, Beats Estimates By $0.16 EPS

Nordson (NASDAQ:NDSN) posted its quarterly earnings results on Wednesday. The industrial products company reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $3.09 by $0.16, FiscalAI reports. The company had revenue of $817.67 million for the quarter, compared to analysts’ expectations of $779.49 million. Nordson had a return on equity of 20.08% and a net margin of 18.19%.The firm’s revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.73 EPS. Nordson updated its FY 2026 guidance to 11.800-12.000 EPS.

Nordson Stock Up 1.9%

NDSN stock opened at $309.92 on Thursday. The firm has a 50 day moving average of $296.97 and a 200 day moving average of $286.33. The stock has a market capitalization of $17.27 billion, a PE ratio of 33.04, a price-to-earnings-growth ratio of 2.02 and a beta of 0.96. The company has a quick ratio of 1.65, a current ratio of 2.60 and a debt-to-equity ratio of 0.58. Nordson has a 52 week low of $213.23 and a 52 week high of $315.68.

Nordson Announces Dividend

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

More Nordson News

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 Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in NDSN. Virtu Financial LLC purchased a new position in Nordson in the 4th quarter worth $219,000. Corient Private Wealth LLC grew its stake in Nordson by 3,401.2% during the 4th quarter. Corient Private Wealth LLC now owns 191,096 shares of the industrial products company’s stock valued at $45,945,000 after purchasing an additional 185,638 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its stake in Nordson by 2.3% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 15,599 shares of the industrial products company’s stock valued at $3,750,000 after purchasing an additional 350 shares during the last quarter. Mackenzie Financial Corp raised its stake in shares of Nordson by 861.5% in the fourth quarter. Mackenzie Financial Corp now owns 17,182 shares of the industrial products company’s stock worth $4,183,000 after purchasing an additional 15,395 shares during the last quarter. Finally, SummitTX Capital L.P. purchased a new stake in Nordson in the fourth quarter valued at approximately $886,000. Hedge funds and other institutional investors own 72.11% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on NDSN shares. Wall Street Zen lowered Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. DA Davidson increased their price target on Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a report on Wednesday, May 27th. Weiss Ratings upgraded Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, June 29th. BNP Paribas Exane upped their price objective on Nordson from $285.00 to $290.00 and gave the company a “neutral” rating in a research report on Friday, May 22nd. Finally, Oppenheimer increased their target price on Nordson from $325.00 to $335.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. Five research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Nordson currently has an average rating of “Moderate Buy” and an average price target of $311.29.

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.