Kepler Cheuvreux Suisse SA Has $3.29 Million Holdings in Nordson Corporation $NDSN

Kepler Cheuvreux Suisse SA lifted its position in Nordson Corporation (NASDAQ:NDSN) by 16.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,365 shares of the industrial products company’s stock after buying an additional 1,788 shares during the quarter. Kepler Cheuvreux Suisse SA’s holdings in Nordson were worth $3,290,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in NDSN. Vanguard Group Inc. raised its position in Nordson by 3.1% during the fourth quarter. Vanguard Group Inc. now owns 6,257,600 shares of the industrial products company’s stock worth $1,504,515,000 after acquiring an additional 186,480 shares in the last quarter. State Street Corp grew its position in shares of Nordson by 4.7% in the 2nd 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. Morgan Stanley grew its position in shares of Nordson by 6.2% in the 4th quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company’s stock valued at $380,514,000 after acquiring an additional 92,970 shares during the period. JPMorgan Chase & Co. increased its stake in shares of Nordson by 24.0% during the 4th quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company’s stock worth $214,227,000 after purchasing an additional 172,400 shares during the last quarter. Finally, Goldman Sachs Group Inc. increased its stake in shares of Nordson by 12.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 851,679 shares of the industrial products company’s stock worth $204,769,000 after purchasing an additional 97,416 shares during the last quarter. 72.11% of the stock is currently owned by institutional investors and hedge funds.

Nordson Price Performance

Shares of NDSN opened at $290.38 on Friday. The company’s 50-day moving average is $287.32 and its 200-day moving average is $276.15. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.60 and a quick ratio of 1.65. The firm has a market capitalization of $16.18 billion, a PE ratio of 30.96, a PEG ratio of 1.93 and a beta of 0.96. Nordson Corporation has a fifty-two week low of $207.08 and a fifty-two week high of $307.74.

Nordson (NASDAQ:NDSN) last announced its earnings results on Wednesday, May 20th. The industrial products company reported $2.86 EPS for the quarter, topping the consensus estimate of $2.82 by $0.04. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The business had revenue of $740.85 million during the quarter, compared to the consensus estimate of $728.78 million. During the same quarter in the previous year, the firm posted $2.42 EPS. Nordson’s revenue was up 8.5% compared to the same quarter last year. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. Equities analysts forecast that Nordson Corporation will post 11.59 EPS for the current year.

Nordson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, July 6th. Stockholders of record on Thursday, June 18th will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 18th. Nordson’s payout ratio is currently 34.97%.

Analysts Set New Price Targets

Several brokerages recently issued reports on NDSN. Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. DA Davidson boosted their price target on Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, May 27th. 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 note on Friday, May 22nd. Oppenheimer raised their price objective on Nordson from $325.00 to $335.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Finally, Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $311.29.

Insider Activity at Nordson

In other Nordson news, EVP Justin E. Hall sold 716 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total value of $197,487.12. Following the transaction, the executive vice president directly owned 1,515 shares of the company’s stock, valued at $417,867.30. This represents a 32.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Srinivas Subramanian sold 3,100 shares of the stock in a transaction on Friday, April 17th. The stock was sold at an average price of $280.00, for a total value of $868,000.00. Following the transaction, the executive vice president owned 6,407 shares in the company, valued at $1,793,960. The trade was a 32.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.84% of the stock is currently owned by corporate insiders.

About Nordson

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.