Nordson (NASDAQ:NDSN) Updates 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 10.800-11.500 for the period, compared to the consensus EPS estimate of 11.080. The company issued revenue guidance of $2.8 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion. Nordson also updated its Q1 2026 guidance to 2.250-2.450 EPS.

Nordson Price Performance

Shares of Nordson stock traded up $2.88 on Wednesday, hitting $236.32. 959,136 shares of the company traded hands, compared to its average volume of 359,194. Nordson has a 12-month low of $165.03 and a 12-month high of $255.61. The company has a current ratio of 1.69, a quick ratio of 1.11 and a debt-to-equity ratio of 0.60. The company has a market cap of $13.28 billion, a P/E ratio of 29.69, a P/E/G ratio of 1.63 and a beta of 1.01. The firm’s 50-day simple moving average is $233.56 and its 200 day simple moving average is $223.62.

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

Nordson Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Wall Street Zen raised shares of Nordson from a “hold” rating to a “buy” rating in a research note on Sunday, November 30th. 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. Weiss Ratings restated a “hold (c)” rating on shares of Nordson in a research report on Wednesday, October 8th. DA Davidson set a $285.00 price objective on Nordson in a report on Tuesday, October 21st. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Nordson has an average rating of “Moderate Buy” and a consensus target price of $255.75.

Insider Transactions at Nordson

In related news, EVP Joseph P. Kelley sold 2,200 shares of the business’s stock in a transaction dated Tuesday, October 21st. The stock was sold at an average price of $240.00, for a total transaction of $528,000.00. Following the transaction, the executive vice president owned 6,405 shares in the company, valued at $1,537,200. The trade was a 25.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP James E. Devries sold 9,100 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $233.60, for a total value of $2,125,760.00. Following the transaction, the executive vice president directly owned 51,223 shares of the company’s stock, valued at $11,965,692.80. The trade was a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 13,600 shares of company stock valued at $3,188,257. 0.80% of the stock is currently owned by company insiders.

Institutional Trading of Nordson

Several large investors have recently added to or reduced their stakes in the stock. CIBC Bancorp USA Inc. purchased a new position in Nordson during the 3rd quarter valued at $1,681,000. Danske Bank A S bought a new stake in shares of Nordson during the 3rd quarter valued at about $23,854,000. Morningstar Investment Management LLC purchased a new position in shares of Nordson during the third quarter valued at about $819,000. NewEdge Advisors LLC raised its stake in Nordson by 36.9% in the third quarter. NewEdge Advisors LLC now owns 7,215 shares of the industrial products company’s stock worth $1,637,000 after buying an additional 1,946 shares in the last quarter. Finally, Castleark Management LLC purchased a new stake in Nordson in the third quarter worth about $803,000. Institutional investors own 72.11% of the company’s stock.

Nordson Company Profile

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.