Vanguard Group Inc. Boosts Stock Holdings in Nordson Corporation $NDSN

Key Points

• Vanguard Group increased its Nordson stake by 3.1% in Q4, buying 186,480 shares to hold 6,257,600 shares (about 11.23% of the company) valued at $1.504 billion per its SEC filing.
• Operational update: Nordson beat Q4 estimates (EPS $2.37 vs. $2.36; revenue $669.46M vs. $652.68M), raised FY2026 guidance to 11.00–11.60 EPS (Q2 guidance 2.70–2.90), and carries a consensus "Moderate Buy" analyst rating with an average target of $311.50.
• Significant insider sales: Insiders sold 77,393 shares worth $22.55M in the last quarter, including CEO Sundaram Nagarajan selling 41,800 shares (~$12.26M), a 39.2% reduction in his position.

Vanguard Group Inc. boosted its position in Nordson Corporation (NASDAQ:NDSN - Free Report) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,257,600 shares of the industrial products company's stock after purchasing an additional 186,480 shares during the period. Vanguard Group Inc. owned about 11.23% of Nordson worth $1,504,515,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Private Trust Co. NA raised its position in shares of Nordson by 70.8% in the fourth quarter. Private Trust Co. NA now owns 123 shares of the industrial products company's stock worth $30,000 after buying an additional 51 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in shares of Nordson in the second quarter worth $31,000. Quent Capital LLC purchased a new stake in shares of Nordson in the third quarter worth $32,000. MUFG Securities EMEA plc purchased a new stake in shares of Nordson in the second quarter worth $34,000. Finally, Root Financial Partners LLC purchased a new stake in shares of Nordson in the third quarter worth $36,000. Hedge funds and other institutional investors own 72.11% of the company's stock.

Nordson Stock Up 2.9%

NASDAQ NDSN opened at $288.45 on Friday. 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 stock has a market capitalization of $16.09 billion, a PE ratio of 31.15, a PEG ratio of 1.89 and a beta of 1.01. Nordson Corporation has a 1 year low of $187.24 and a 1 year high of $305.28. The business's 50-day moving average is $276.07 and its 200 day moving average is $259.39.

Nordson (NASDAQ:NDSN - Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, topping the consensus estimate of $2.36 by $0.01. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The business had revenue of $669.46 million during the quarter, compared to analyst estimates of $652.68 million. During the same period last year, the business posted $2.06 earnings per share. Nordson's quarterly revenue was up 8.8% compared to the same quarter last year. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. Sell-side analysts forecast that Nordson Corporation will post 11.41 earnings per share for the current year.

Nordson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 3rd. Investors of record on Thursday, March 19th were issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Thursday, March 19th. Nordson's payout ratio is presently 35.42%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on NDSN shares. KeyCorp increased their price objective on Nordson from $295.00 to $325.00 and gave the stock an "overweight" rating in a research report on Thursday, February 19th. Weiss Ratings reissued a "hold (c+)" rating on shares of Nordson in a research note on Friday, March 27th. Jefferies Financial Group reissued a "hold" rating and issued a $300.00 target price on shares of Nordson in a research note on Monday, February 23rd. Robert W. Baird increased their target price on Nordson from $278.00 to $314.00 and gave the company a "neutral" rating in a research note on Friday, February 20th. Finally, DA Davidson set a $335.00 target price on Nordson in a research note on Monday, February 23rd. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Nordson currently has a consensus rating of "Moderate Buy" and an average target price of $311.50.

Insider Activity

In related news, CEO Sundaram Nagarajan sold 41,800 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 64,824 shares in the company, valued at $19,010,286.24. The trade was a 39.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Justin E. Hall sold 716 shares of Nordson stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total transaction of $197,487.12. Following the completion of the sale, the executive vice president directly owned 1,515 shares of the company's stock, valued at approximately $417,867.30. This trade represents a 32.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 77,393 shares of company stock valued at $22,549,703 in the last quarter. Insiders own 0.84% of the company's stock.

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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