Copeland Capital Management LLC Sells 8,780 Shares of Nordson Corporation $NDSN

Key Points

• Copeland Capital Management trimmed its Nordson position by 7%, selling 8,780 shares and now holds 116,316 shares worth about $27.97 million (≈0.21% of the company).
• Company insiders sold a combined 77,393 shares valued at $22.55 million over the past three months, including CEO Sundaram Nagarajan's sale of 41,800 shares (~$12.26 million), a 39.2% reduction in his stake.
• Nordson slightly beat the quarter's EPS estimate ($2.37 vs. $2.36), issued FY2026 guidance of 11.00–11.60 EPS, and has a consensus analyst rating of Moderate Buy with an average price target of $311.50.

Copeland Capital Management LLC trimmed its position in shares of Nordson Corporation (NASDAQ:NDSN - Free Report) by 7.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 116,316 shares of the industrial products company's stock after selling 8,780 shares during the quarter. Copeland Capital Management LLC owned approximately 0.21% of Nordson worth $27,966,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in NDSN. Private Trust Co. NA grew its stake in Nordson by 70.8% during the fourth quarter. Private Trust Co. NA now owns 123 shares of the industrial products company's stock worth $30,000 after buying an additional 51 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in shares of Nordson during the second quarter valued at approximately $31,000. Quent Capital LLC bought a new stake in shares of Nordson during the third quarter valued at approximately $32,000. MUFG Securities EMEA plc bought a new stake in shares of Nordson during the second quarter valued at approximately $34,000. Finally, Root Financial Partners LLC bought a new stake in shares of Nordson during the third quarter valued at approximately $36,000. 72.11% of the stock is owned by institutional investors.

Insider Buying and Selling at Nordson

In other Nordson news, CEO Sundaram Nagarajan sold 41,800 shares of the firm'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 value of $12,258,268.00. Following the transaction, the chief executive officer directly owned 64,824 shares of the company's stock, valued at approximately $19,010,286.24. This trade represents a 39.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Justin E. Hall sold 716 shares of the firm's stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $275.82, for a total transaction of $197,487.12. Following the completion of the transaction, the executive vice president directly owned 1,515 shares in the company, valued at approximately $417,867.30. The trade was a 32.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 77,393 shares of company stock valued at $22,549,703 in the last three months. Insiders own 0.84% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on NDSN. Jefferies Financial Group reissued a "hold" rating and set a $300.00 price target on shares of Nordson in a research note on Monday, February 23rd. Robert W. Baird increased their price target on shares of Nordson from $278.00 to $314.00 and gave the company a "neutral" rating in a research note on Friday, February 20th. DA Davidson set a $335.00 price target on shares of Nordson in a research note on Monday, February 23rd. KeyCorp increased their price target on shares of Nordson from $295.00 to $325.00 and gave the company an "overweight" rating in a research note on Thursday, February 19th. Finally, Oppenheimer increased 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. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $311.50.

Nordson Price Performance

NDSN opened at $283.83 on Friday. Nordson Corporation has a one year low of $183.91 and a one year high of $305.28. The stock has a market capitalization of $15.83 billion, a P/E ratio of 30.65, a price-to-earnings-growth ratio of 1.88 and a beta of 1.01. 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 company's 50 day simple moving average is $277.47 and its 200-day simple moving average is $257.62.

Nordson (NASDAQ:NDSN - Get Free Report) last announced 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. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The firm had revenue of $669.46 million for the quarter, compared to analysts' expectations of $652.68 million. During the same period last year, the firm earned $2.06 earnings per share. The business's revenue for the quarter was up 8.8% on a year-over-year basis. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Sell-side analysts anticipate that Nordson Corporation will post 11.41 earnings per share for the current fiscal year.

Nordson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 3rd. Shareholders of record on Thursday, March 19th were paid a $0.82 dividend. The ex-dividend date of this dividend was Thursday, March 19th. This represents a $3.28 dividend on an annualized basis and a yield of 1.2%. Nordson's dividend payout ratio (DPR) is presently 35.42%.

Nordson 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.

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