Nordson Corporation (NASDAQ:NDSN) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analyst consensus: Nordson has an average recommendation of "Moderate Buy" from eight analysts (four buy, four hold) with a 12‑month average price target of $311.50, and several firms recently raised targets to as high as $325.
• Insider selling: Company insiders have sold 77,393 shares worth roughly $22.55 million in the last 90 days (including EVP sales under a Rule 10b5‑1 plan that reduced individual positions by ~32%), while insiders own 0.84% of the stock.
• Recent results & guidance: Nordson slightly beat quarterly EPS and revenue (EPS $2.37; revenue $669.5M, +8.8% y/y) and issued FY2026 guidance of 11.00–11.60 EPS with Q2 guidance of 2.70–2.90, and pays a $0.82 quarterly dividend (≈1.2% yield).

Shares of Nordson Corporation (NASDAQ:NDSN - Get Free Report) have earned an average recommendation of "Moderate Buy" from the eight research firms that are presently covering the firm, Marketbeat reports. Four analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average 12 month price target among brokerages that have covered the stock in the last year is $311.50.

Several equities research analysts have recently weighed in on the stock. Jefferies Financial Group reaffirmed a "hold" rating and issued a $300.00 target price on shares of Nordson in a report on Monday, February 23rd. Robert W. Baird upped their target price on shares of Nordson from $278.00 to $314.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Oppenheimer upped their price target on shares of Nordson from $285.00 to $325.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 24th. Wall Street Zen upgraded shares of Nordson from a "hold" rating to a "buy" rating in a research report on Saturday, February 21st. Finally, KeyCorp upped their price target on shares of Nordson from $295.00 to $325.00 and gave the stock an "overweight" rating in a research report on Thursday, February 19th.

Insider Activity at Nordson

In related news, EVP Srinivas Subramanian sold 3,100 shares of the company's stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $280.00, for a total transaction of $868,000.00. Following the transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Justin E. Hall sold 716 shares of the company's stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $275.82, for a total transaction of $197,487.12. Following the transaction, the executive vice president owned 1,515 shares in the company, 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 worth $22,549,703 in the last 90 days. Corporate insiders own 0.84% of the company's stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in NDSN. Private Trust Co. NA lifted its position in Nordson by 70.8% during the 4th quarter. Private Trust Co. NA now owns 123 shares of the industrial products company's stock valued at $30,000 after purchasing an additional 51 shares during the period. CYBER HORNET ETFs LLC acquired a new position in Nordson during the 2nd quarter valued at about $31,000. Quent Capital LLC acquired a new position in Nordson during the 3rd quarter valued at about $32,000. MUFG Securities EMEA plc acquired a new position in Nordson during the 2nd quarter valued at about $34,000. Finally, Root Financial Partners LLC acquired a new position in Nordson during the 3rd quarter valued at about $36,000. 72.11% of the stock is currently owned by institutional investors and hedge funds.

Nordson Stock Up 0.4%

NDSN opened at $283.43 on Tuesday. The firm's 50-day simple moving average is $276.86 and its 200-day simple moving average is $258.66. 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 has a twelve month low of $184.58 and a twelve month high of $305.28. The firm has a market cap of $15.81 billion, a price-to-earnings ratio of 30.61, a PEG ratio of 1.90 and a beta of 1.01.

Nordson (NASDAQ:NDSN - Get Free Report) last posted its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share 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 for the quarter, compared to analyst estimates of $652.68 million. During the same quarter in the prior year, the firm earned $2.06 EPS. The firm'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. Equities research analysts anticipate that Nordson will post 11.41 EPS for the current fiscal year.

Nordson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 3rd. Investors 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 yield of 1.2%. Nordson's dividend payout ratio is 35.42%.

About Nordson

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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