Generali Asset Management SPA SGR Trims Stake in Nordson Corporation $NDSN

Generali Asset Management SPA SGR lessened its holdings in shares of Nordson Corporation (NASDAQ:NDSN) by 88.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 553 shares of the industrial products company’s stock after selling 4,089 shares during the period. Generali Asset Management SPA SGR’s holdings in Nordson were worth $133,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. ICICI Prudential Asset Management Co Ltd lifted its stake in shares of Nordson by 77.5% during the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 14,200 shares of the industrial products company’s stock worth $3,223,000 after acquiring an additional 6,200 shares during the last quarter. Jensen Investment Management Inc. bought a new position in Nordson in the 3rd quarter valued at $2,735,000. Rakuten Investment Management Inc. purchased a new stake in Nordson in the third quarter worth $1,100,000. Polar Asset Management Partners Inc. increased its stake in Nordson by 67.0% in the third quarter. Polar Asset Management Partners Inc. now owns 39,754 shares of the industrial products company’s stock worth $9,022,000 after purchasing an additional 15,954 shares during the period. Finally, Assenagon Asset Management S.A. bought a new stake in shares of Nordson during the fourth quarter worth $4,381,000. Institutional investors own 72.11% of the company’s stock.

Nordson Stock Performance

NASDAQ NDSN opened at $283.53 on Monday. Nordson Corporation has a one year low of $191.99 and a one year high of $305.28. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.74 and a current ratio of 2.72. The company has a market capitalization of $15.82 billion, a price-to-earnings ratio of 30.62, a price-to-earnings-growth ratio of 1.91 and a beta of 0.99. The company’s 50-day simple moving average is $275.67 and its two-hundred day simple moving average is $260.88.

Nordson (NASDAQ:NDSN) last released its quarterly earnings data on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.36 by $0.01. The firm had revenue of $669.46 million for the quarter, compared to the consensus estimate of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The company’s quarterly revenue was up 8.8% on a year-over-year basis. During the same period last year, the firm earned $2.06 earnings per share. 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 forecast that Nordson Corporation will post 11.41 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 issued 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 dividend payout ratio (DPR) is currently 35.42%.

Analysts Set New Price Targets

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

Insider Buying and Selling

In related news, EVP Joseph P. Kelley sold 23,052 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $289.31, for a total transaction of $6,669,174.12. Following the completion of the sale, the executive vice president directly owned 7,559 shares in the company, valued at $2,186,894.29. This represents a 75.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO Sundaram Nagarajan sold 41,800 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $293.26, for a total value of $12,258,268.00. Following the sale, the chief executive officer directly owned 64,824 shares in the company, valued at approximately $19,010,286.24. The trade was a 39.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 77,393 shares of company stock valued at $22,549,703. 0.84% of the stock is currently owned by insiders.

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.