Corient Private Wealth LP Takes Position in Nordson Corporation $NDSN

Key Points

• Corient Private Wealth LP acquired 45,150 Nordson shares worth approximately $13.6 million, giving it a 0.08% stake. Institutional investors collectively own 72.11% of the company.
• Nordson exceeded quarterly expectations, reporting EPS of $3.25 versus $3.09 expected and revenue of $817.67 million, up 10.3% year over year. The company issued fiscal 2026 EPS guidance of $11.80–$12.00.
• Nordson raised its quarterly dividend 14.6% to $0.94 per share, implying a 1.2% annual yield. Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $326.57, though recent insider selling and the stock’s proximity to its 12-month high may temper sentiment.

Corient Private Wealth LP bought a new position in shares of Nordson Corporation (NASDAQ:NDSN - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 45,150 shares of the industrial products company's stock, valued at approximately $13,622,000. Corient Private Wealth LP owned 0.08% of Nordson as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bank of America Corp DE acquired a new stake in shares of Nordson in the 2nd quarter valued at $75,008,000. Strategic Global Advisors LLC acquired a new position in shares of Nordson during the second quarter worth $1,859,000. Caisse de depot et placement du Quebec purchased a new position in Nordson in the second quarter valued at $95,993,000. Man Group plc purchased a new stake in Nordson during the 2nd quarter worth about $1,209,000. Finally, Polar Asset Management Partners Inc. purchased a new position in shares of Nordson in the 2nd quarter valued at about $4,193,000. Institutional investors and hedge funds own 72.11% of the company's stock.

Nordson Stock Performance

Shares of NDSN stock opened at $324.59 on Friday. The company has a current ratio of 1.82, a quick ratio of 1.18 and a debt-to-equity ratio of 0.47. The stock has a 50 day simple moving average of $302.64 and a 200-day simple moving average of $288.78. The company has a market cap of $18.08 billion, a price-to-earnings ratio of 32.82, a price-to-earnings-growth ratio of 2.11 and a beta of 0.96. Nordson Corporation has a 12-month low of $220.06 and a 12-month high of $339.12.

Nordson (NASDAQ:NDSN - Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.09 by $0.16. Nordson had a return on equity of 20.49% and a net margin of 18.63%.The firm had revenue of $817.67 million during the quarter, compared to analysts' expectations of $779.49 million. During the same quarter in the prior year, the business posted $2.73 earnings per share. Nordson's revenue was up 10.3% compared to the same quarter last year. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. On average, equities analysts forecast that Nordson Corporation will post 11.83 EPS for the current year.

Nordson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Thursday, September 10th will be issued a dividend of $0.94 per share. This is a boost from Nordson's previous quarterly dividend of $0.82. This represents a $3.76 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, September 10th. Nordson's payout ratio is presently 33.16%.

More Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Nordson declared a quarterly dividend of $0.94 per share, payable October 2 to shareholders of record September 10. The payout is 14.6% higher than the previous $0.82 dividend, signaling management’s confidence in cash-flow generation and enhancing the stock’s appeal to income-focused investors. Nordson raises dividend by 14.6% to $0.94
• Positive Sentiment: Recent momentum reflects Nordson’s solid operating performance. The company’s latest quarter exceeded earnings and revenue expectations, with EPS of $3.25 versus $3.09 expected and revenue growth of 10.3% year over year. Analysts remain constructive, including an Oppenheimer price-target increase to $370 and a consensus rating of “Moderate Buy.” What Makes Nordson a Strong Momentum Stock
• Neutral Sentiment: NDSN recently set a new 12-month high, highlighting strong momentum but also increasing the possibility of profit-taking after a substantial advance. Nordson Sets New 12-Month High
• Negative Sentiment: Two Nordson executives reported stock sales. EVP Daniel Roy Hopgood sold 1,329 shares worth approximately $444,000, reducing his holdings by 21.83%; EVP Jennifer McDonough sold 260 shares worth about $87,000. These transactions may weigh on sentiment, particularly with the stock near its recent high, although insider sales do not necessarily indicate deteriorating business fundamentals. Nordson Insider Selling

Analyst Ratings Changes

A number of analysts have weighed in on the stock. DA Davidson reissued a "buy" rating and set a $345.00 price objective on shares of Nordson in a report on Thursday, August 20th. BNP Paribas Exane lifted their target price on Nordson from $285.00 to $290.00 and gave the stock a "neutral" rating in a research report on Friday, May 22nd. KeyCorp reissued a "buy" rating on shares of Nordson in a research report on Thursday, August 20th. Weiss Ratings upgraded Nordson from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, June 29th. Finally, Oppenheimer lifted their target price on shares of Nordson from $335.00 to $370.00 and gave the company an "outperform" rating in a report on Friday, August 21st. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $326.57.

Insider Buying and Selling at Nordson

In related news, EVP Daniel Roy Hopgood sold 1,329 shares of the stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $334.29, for a total value of $444,271.41. Following the sale, the executive vice president directly owned 4,758 shares of the company's stock, valued at approximately $1,590,551.82. This represents a 21.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer L. Mcdonough sold 260 shares of the firm's stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $336.00, for a total transaction of $87,360.00. Following the transaction, the executive vice president owned 6,346 shares of the company's stock, valued at $2,132,256. This trade represents a 3.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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.

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