Nykredit A S Takes Position in Nordson Corporation $NDSN

Key Points

• Nykredit A/S acquired 17,151 Nordson shares worth approximately $5.17 million during the second quarter. Institutional investors collectively own 72.11% of NDSN’s outstanding stock.
• Nordson exceeded quarterly expectations, reporting EPS of $3.25 versus the $3.09 consensus and revenue of $817.67 million, up 10.3% year over year. The company maintained fiscal 2026 EPS guidance of $11.80–$12.00.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and a $326.57 target price. Nordson also raised its quarterly dividend to $0.94 per share, implying a 1.2% annualized yield.

Nykredit A S purchased a new stake in shares of Nordson Corporation (NASDAQ:NDSN - Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 17,151 shares of the industrial products company's stock, valued at approximately $5,174,000.

Several other institutional investors have also recently modified their holdings of NDSN. Arrowstreet Capital Limited Partnership raised its position in Nordson by 314.9% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 10,894 shares of the industrial products company's stock worth $2,335,000 after buying an additional 8,268 shares during the last quarter. Marshall Wace LLP purchased a new position in Nordson in the second quarter valued at $8,594,000. Cerity Partners LLC increased its stake in shares of Nordson by 23.6% in the 2nd quarter. Cerity Partners LLC now owns 14,122 shares of the industrial products company's stock valued at $3,027,000 after purchasing an additional 2,692 shares in the last quarter. Daiwa Securities Group Inc. raised its stake in shares of Nordson by 2.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 10,362 shares of the industrial products company's stock worth $2,221,000 after buying an additional 244 shares during the period. Finally, State Street Corp raised its position in Nordson by 4.7% during the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company's stock worth $636,375,000 after acquiring an additional 133,229 shares during the period. 72.11% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Jennifer McDonough sold 260 shares of the firm's stock in a transaction that occurred on Thursday, August 27th. The stock was 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 in the company, valued at $2,132,256. This trade represents a 3.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Daniel Hopgood sold 1,329 shares of the stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $334.29, for a total value of $444,271.41. Following the completion of the sale, the executive vice president directly owned 4,758 shares of the company's stock, valued at $1,590,551.82. The trade was a 21.83% 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 insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on NDSN shares. Oppenheimer increased their target price on Nordson from $335.00 to $370.00 and gave the company an "outperform" rating in a report on Friday, August 21st. Wall Street Zen raised shares of Nordson from a "hold" rating to a "buy" rating in a research note on Saturday. KeyCorp restated a "buy" rating on shares of Nordson in a research report on Thursday, August 20th. BNP Paribas Exane boosted their price target on shares of Nordson from $285.00 to $290.00 and gave the company a "neutral" rating in a research note on Friday, May 22nd. Finally, Weiss Ratings raised Nordson from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $326.57.

Nordson Price Performance

Shares of NDSN opened at $318.36 on Monday. The firm has a market capitalization of $17.73 billion, a price-to-earnings ratio of 32.19, a PEG ratio of 2.07 and a beta of 0.97. 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 firm's fifty day simple moving average is $304.64 and its 200-day simple moving average is $289.52. Nordson Corporation has a twelve month low of $220.47 and a twelve 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. The business had revenue of $817.67 million during the quarter, compared to analysts' expectations of $779.49 million. Nordson had a return on equity of 20.49% and a net margin of 18.63%.The business's quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.73 EPS. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. Equities analysts forecast that Nordson Corporation will post 11.83 EPS for the current fiscal year.

Nordson Increases Dividend

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

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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