Nordson Corporation $NDSN Stock Holdings Decreased by Meiji Yasuda Asset Management Co Ltd.

Key Points

• Meiji Yasuda cut its Nordson stake by 57.2% in Q3, leaving it with 4,752 shares valued at about $1.08 million as institutional ownership remains around 72%.
• Company insiders have been net sellers — executives sold a total of 73,577 shares (≈$21.48M) in the last 90 days, including EVP Joseph Kelley (23,052 shares) and CEO Sundaram Nagarajan (41,800 shares), leaving insiders with just 0.84% ownership.
• Nordson slightly beat quarterly estimates (EPS $2.37 vs. $2.36; revenue $669.5M vs. $652.7M), issued FY2026 guidance of $11.00–$11.60 EPS, and the analyst consensus is a Moderate Buy with a $311.50 price target.

Meiji Yasuda Asset Management Co Ltd. reduced its position in Nordson Corporation (NASDAQ:NDSN - Free Report) by 57.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,752 shares of the industrial products company's stock after selling 6,360 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.'s holdings in Nordson were worth $1,078,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in NDSN. Mitchell & Pahl Private Wealth LLC increased its stake in Nordson by 0.9% during the third quarter. Mitchell & Pahl Private Wealth LLC now owns 4,770 shares of the industrial products company's stock valued at $1,083,000 after purchasing an additional 43 shares during the last quarter. Bessemer Group Inc. grew its holdings in shares of Nordson by 12.0% during the third quarter. Bessemer Group Inc. now owns 430 shares of the industrial products company's stock valued at $98,000 after purchasing an additional 46 shares during the last quarter. Argent Trust Co lifted its holdings in shares of Nordson by 3.6% in the 3rd quarter. Argent Trust Co now owns 1,325 shares of the industrial products company's stock worth $301,000 after purchasing an additional 46 shares during the last quarter. Elevation Point Wealth Partners LLC grew its stake in Nordson by 3.5% during the 2nd quarter. Elevation Point Wealth Partners LLC now owns 1,436 shares of the industrial products company's stock worth $308,000 after buying an additional 48 shares during the last quarter. Finally, Ensign Peak Advisors Inc lifted its stake in Nordson by 0.4% in the second quarter. Ensign Peak Advisors Inc now owns 13,931 shares of the industrial products company's stock valued at $2,986,000 after buying an additional 50 shares during the last quarter. 72.11% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Jefferies Financial Group reissued a "hold" rating and set a $300.00 target price on shares of Nordson in a research note on Monday, February 23rd. Wall Street Zen raised Nordson from a "hold" rating to a "buy" rating in a research note on Saturday, February 21st. Vertical Research raised Nordson from a "hold" rating to a "buy" rating and set a $270.00 price target for the company in a research note on Monday, December 15th. DA Davidson set a $335.00 price objective on shares of Nordson in a research note on Monday, February 23rd. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Nordson in a research report on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $311.50.

Insider Buying and Selling at Nordson

In related news, EVP Joseph P. Kelley sold 23,052 shares of Nordson stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $289.31, for a total value of $6,669,174.12. Following the transaction, the executive vice president directly owned 7,559 shares in the company, valued at $2,186,894.29. The trade was a 75.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Sundaram Nagarajan sold 41,800 shares of the business's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $293.26, for a total value of $12,258,268.00. Following the sale, the chief executive officer directly owned 64,824 shares in the company, valued at $19,010,286.24. This trade represents a 39.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,577 shares of company stock worth $21,484,216 in the last ninety days. 0.84% of the stock is owned by corporate insiders.

Nordson Trading Down 0.5%

Shares of NDSN stock opened at $271.49 on Tuesday. The stock has a 50-day simple moving average of $276.28 and a 200 day simple moving average of $247.55. The stock has a market capitalization of $15.14 billion, a P/E ratio of 29.32, a P/E/G ratio of 1.85 and a beta of 0.98. Nordson Corporation has a fifty-two week low of $165.03 and a fifty-two week high of $305.28. The company has a quick ratio of 1.74, a current ratio of 2.72 and a debt-to-equity ratio of 0.63.

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 for the quarter, beating analysts' consensus estimates of $2.36 by $0.01. The company had revenue of $669.46 million during the quarter, compared to the consensus estimate of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. Nordson's revenue was up 8.8% on a year-over-year basis. During the same period in the prior year, the company earned $2.06 EPS. 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, sell-side analysts expect that Nordson Corporation will post 10.2 earnings per share for the current fiscal year.

Nordson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 3rd. Shareholders of record on Thursday, March 19th will be given a $0.82 dividend. The ex-dividend date is Thursday, March 19th. This represents a $3.28 annualized dividend and a yield of 1.2%. Nordson's payout ratio is 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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