UBS Group AG Has $104.10 Million Stock Holdings in Nordson Corporation $NDSN

Key Points

• UBS Group AG increased its Nordson stake by 7.3% in Q4 to 432,984 shares (about 0.78% of the company), worth approximately $104.10 million after buying 29,294 shares.
• Nordson beat quarterly estimates with $2.37 EPS and $669.46M revenue (up 8.8% y/y) and issued FY2026 guidance of 11.00–11.60 EPS (consensus ~11.41); the stock trades at a P/E of 30.58 with a market cap near $15.8B.
• Nordson pays a quarterly dividend of $0.82 ($3.28 annual, 1.2% yield), while insiders have sold 77,393 shares (~$22.55M) in the past 90 days, leaving insiders with about 0.84% ownership.

UBS Group AG boosted its position in shares of Nordson Corporation (NASDAQ:NDSN - Free Report) by 7.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 432,984 shares of the industrial products company's stock after buying an additional 29,294 shares during the quarter. UBS Group AG owned approximately 0.78% of Nordson worth $104,102,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Nordson by 3.1% during the 4th quarter. Vanguard Group Inc. now owns 6,257,600 shares of the industrial products company's stock worth $1,504,515,000 after buying an additional 186,480 shares in the last quarter. Concurrent Investment Advisors LLC acquired a new position in Nordson during the 4th quarter worth $918,000. HB Wealth Management LLC acquired a new position in Nordson during the 4th quarter worth $287,000. United Asset Strategies Inc. lifted its holdings in Nordson by 2.3% during the 4th quarter. United Asset Strategies Inc. now owns 3,009 shares of the industrial products company's stock worth $723,000 after buying an additional 67 shares in the last quarter. Finally, M&T Bank Corp lifted its holdings in Nordson by 10,127.9% during the 4th quarter. M&T Bank Corp now owns 586,877 shares of the industrial products company's stock worth $141,103,000 after buying an additional 581,139 shares in the last quarter. Institutional investors and hedge funds own 72.11% of the company's stock.

Nordson Stock Performance

Shares of Nordson stock opened at $283.20 on Friday. The firm has a fifty day moving average of $276.07 and a two-hundred day moving average of $259.59. The stock has a market capitalization of $15.80 billion, a price-to-earnings ratio of 30.58, a PEG ratio of 1.91 and a beta of 0.99. Nordson Corporation has a 52 week low of $187.89 and a 52 week high of $305.28. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.74 and a current ratio of 2.72.

Nordson (NASDAQ:NDSN - Get Free Report) last issued its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, beating the consensus estimate of $2.36 by $0.01. The company had revenue of $669.46 million during the quarter, compared to analysts' expectations of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The business's revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. As a group, equities research analysts predict that Nordson Corporation will post 11.41 EPS for the current year.

Nordson Dividend Announcement

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

Insider Buying and Selling at Nordson

In related news, EVP Srinivas Subramanian sold 3,100 shares of the company's stock in a transaction on Friday, April 17th. The shares were sold at an average price of $280.00, for a total value of $868,000.00. Following the completion of the sale, the executive vice president owned 6,407 shares in the company, valued at $1,793,960. This represents a 32.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Joseph P. Kelley sold 8,725 shares of the company's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $293.04, for a total transaction of $2,556,774.00. Following the completion of the sale, the executive vice president owned 7,268 shares of the company's stock, valued at approximately $2,129,814.72. This represents a 54.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 77,393 shares of company stock worth $22,549,703. 0.84% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on NDSN shares. Jefferies Financial Group reaffirmed a "hold" rating and set a $300.00 price objective on shares of Nordson in a report on Monday, February 23rd. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Nordson in a report on Friday, March 27th. DA Davidson set a $335.00 price objective on Nordson in a report on Monday, February 23rd. Robert W. Baird upped their price objective on Nordson from $278.00 to $314.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Finally, KeyCorp upped their target price on shares of Nordson from $295.00 to $325.00 and gave the company an "overweight" rating in a research report on Thursday, February 19th. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Nordson currently has a consensus rating of "Moderate Buy" and a consensus 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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