Nordson (NASDAQ:NDSN) Issues FY 2026 Earnings Guidance

Nordson (NASDAQ:NDSN) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 11.300-11.800 for the period, compared to the consensus EPS estimate of 11.450. The company issued revenue guidance of $2.9 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion. Nordson also updated its Q3 2026 guidance to 2.950-3.150 EPS.

Nordson Trading Up 1.7%

Shares of NASDAQ NDSN opened at $276.20 on Thursday. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.72 and a quick ratio of 1.74. The stock has a market cap of $15.41 billion, a P/E ratio of 29.83, a price-to-earnings-growth ratio of 1.82 and a beta of 0.99. Nordson has a 1 year low of $191.99 and a 1 year high of $305.28. The firm has a 50-day moving average of $274.36 and a 200 day moving average of $263.60.

Nordson (NASDAQ:NDSN) last issued its earnings results on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.82 by $0.04. The business had revenue of $740.85 million during the quarter, compared to analysts’ expectations of $728.78 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The business’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same period in the previous year, the company earned $2.42 earnings per share. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. As a group, sell-side analysts expect that Nordson will post 11.47 EPS for the current fiscal year.

Nordson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th were paid a $0.82 dividend. The ex-dividend date was Thursday, March 19th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.2%. Nordson’s payout ratio is currently 35.42%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. DA Davidson set a $335.00 price target on shares of Nordson in a research note on Monday, February 23rd. Robert W. Baird lifted their price target on shares of Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. KeyCorp lifted their price target on shares of Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Oppenheimer lifted their price target on shares of Nordson from $285.00 to $325.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $300.00 price target on shares of Nordson in a research note on Monday, February 23rd. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $311.50.

Insider Buying and Selling at Nordson

In related news, EVP Joseph P. Kelley sold 8,725 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $293.04, for a total transaction of $2,556,774.00. Following the completion of the sale, the executive vice president directly owned 7,268 shares in the company, valued at approximately $2,129,814.72. The trade was a 54.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Sundaram Nagarajan sold 41,800 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $293.26, for a total transaction of $12,258,268.00. Following the sale, the chief executive officer owned 64,824 shares of the company’s stock, valued at $19,010,286.24. This trade represents a 39.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 77,393 shares of company stock valued at $22,549,703. 0.84% of the stock is owned by corporate insiders.

Key Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Nordson posted record second-quarter sales of about $741 million, up 8.5% year over year, with organic growth of 7% across all segments. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Positive Sentiment: Adjusted EPS of $2.86 topped the $2.82 consensus estimate, showing better-than-expected profitability. Nordson (NDSN) Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised its full-year 2026 outlook, signaling confidence in sustained demand and execution. Nordson Delivers Record Q2 Results, Raises 2026 Outlook
• Neutral Sentiment: Nordson’s Q3 EPS guidance of $2.95 to $3.15 was slightly below the analyst forecast, which may temper some of the post-earnings enthusiasm. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
• Neutral Sentiment: Recent pre-earnings coverage had highlighted expectations for growth in semiconductor and industrial demand, which appears to have been confirmed by the quarter’s results. Nordson Gears Up to Report Q2 Earnings: What’s in the Offing?

Hedge Funds Weigh In On Nordson

Hedge funds have recently modified their holdings of the company. Hilltop Holdings Inc. bought a new position in shares of Nordson in the fourth quarter worth approximately $239,000. Laurion Capital Management LP bought a new position in shares of Nordson in the fourth quarter worth approximately $205,000. Panagora Asset Management Inc. bought a new position in shares of Nordson in the fourth quarter worth approximately $204,000. Brooklyn Investment Group purchased a new position in shares of Nordson in the fourth quarter worth $203,000. Finally, Brown Brothers Harriman & Co. lifted its holdings in shares of Nordson by 52.8% in the fourth quarter. Brown Brothers Harriman & Co. now owns 833 shares of the industrial products company’s stock worth $200,000 after buying an additional 288 shares in the last quarter. 72.11% of the stock is currently owned by institutional investors.

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.