Kepler Cheuvreux Suisse SA Purchases Shares of 12,108 Nordson Corporation $NDSN

Key Points

• Kepler Cheuvreux Suisse SA opened a new position in Nordson by acquiring 12,108 shares valued at about $2.748 million in Q3, and institutional investors now own 72.11% of the stock.
• Insiders have been net sellers, disposing of 73,577 shares worth roughly $21.48 million over the past three months, including CEO Sundaram Nagarajan selling 41,800 shares (~$12.26M) and EVP Joseph P. Kelley selling 8,725 shares (~$2.56M) on Feb. 24.
• Nordson slightly beat quarterly expectations with EPS $2.37 (vs. $2.36 est.) and revenue of $669.46M, set FY2026 guidance at 11.00–11.60 EPS, and announced a quarterly dividend of $0.82 (annualized $3.28, ~1.2% yield).

Kepler Cheuvreux Suisse SA acquired a new position in Nordson Corporation (NASDAQ:NDSN - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 12,108 shares of the industrial products company's stock, valued at approximately $2,748,000.

Other large investors have also recently made changes to their positions in the company. Franklin Resources Inc. raised its holdings in shares of Nordson by 0.7% during the third quarter. Franklin Resources Inc. now owns 65,568 shares of the industrial products company's stock valued at $14,881,000 after acquiring an additional 474 shares in the last quarter. Legal & General Group Plc boosted its holdings in Nordson by 4.9% in the third quarter. Legal & General Group Plc now owns 209,013 shares of the industrial products company's stock valued at $47,435,000 after acquiring an additional 9,804 shares in the last quarter. Russell Investments Group Ltd. increased its position in Nordson by 18.8% during the 3rd quarter. Russell Investments Group Ltd. now owns 53,949 shares of the industrial products company's stock valued at $12,242,000 after purchasing an additional 8,538 shares during the period. Schroder Investment Management Group purchased a new position in Nordson during the 3rd quarter valued at $28,493,000. Finally, HUB Investment Partners LLC raised its holdings in Nordson by 11.9% in the 3rd quarter. HUB Investment Partners LLC now owns 1,854 shares of the industrial products company's stock worth $421,000 after purchasing an additional 197 shares in the last quarter. 72.11% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Joseph P. Kelley sold 8,725 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $293.04, for a total transaction of $2,556,774.00. Following the completion of the transaction, the executive vice president owned 7,268 shares of the company's stock, valued at $2,129,814.72. This trade represents a 54.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sundaram Nagarajan sold 41,800 shares of Nordson stock in a transaction 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 owned 64,824 shares of the company's stock, valued at $19,010,286.24. The trade was a 39.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 73,577 shares of company stock worth $21,484,216. Insiders own 0.84% of the company's stock.

Nordson Stock Up 0.4%

NASDAQ:NDSN opened at $272.46 on Wednesday. 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 firm's 50-day moving average price is $276.85 and its 200-day moving average price is $247.86. The company has a market capitalization of $15.20 billion, a PE ratio of 29.42, a P/E/G ratio of 1.84 and a beta of 0.98. Nordson Corporation has a 1-year low of $165.03 and a 1-year high of $305.28.

Nordson (NASDAQ:NDSN - Get Free Report) last issued its quarterly earnings results 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 company had revenue of $669.46 million during the quarter, compared to analysts' expectations of $652.68 million. During the same period last year, the company posted $2.06 EPS. Nordson's revenue 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. On average, equities analysts predict that Nordson Corporation will post 10.2 EPS for the current fiscal year.

Nordson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 3rd. Stockholders of record on Thursday, March 19th will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, March 19th. Nordson's dividend payout ratio (DPR) is presently 35.42%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. DA Davidson set a $335.00 target price 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 stock a "neutral" rating in a research note on Friday, February 20th. Vertical Research upgraded shares of Nordson from a "hold" rating to a "buy" rating and set a $270.00 price objective for the company in a report on Monday, December 15th. Jefferies Financial Group reaffirmed a "hold" rating and set a $300.00 price objective on shares of Nordson in a research report on Monday, February 23rd. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Nordson in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Nordson has an average rating of "Moderate Buy" and an average price target of $311.50.

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.

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