Nordson (NASDAQ:NDSN) Issues FY 2026 Earnings Guidance

Key Points

• Nordson issued FY 2026 guidance above analyst expectations, projecting EPS of $11.80–$12.00 versus the $11.59 consensus estimate and revenue of $3.0–$3.1 billion compared with expectations of $3.0 billion.
• The company’s latest quarterly results also exceeded forecasts, with EPS of $3.25 versus $3.09 expected and revenue of $817.67 million versus $779.49 million.
• Shares rose to $309.92, near their 52-week high, while analysts maintained a “Moderate Buy” consensus and institutional investors owned 72.11% of the stock.

Nordson (NASDAQ:NDSN - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 11.800-12.000 for the period, compared to the consensus EPS estimate of 11.590. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

Analyst Upgrades and Downgrades

NDSN has been the topic of a number of research reports. Weiss Ratings raised shares of Nordson from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, June 29th. Oppenheimer raised their price objective on Nordson from $325.00 to $335.00 and gave the company an "outperform" rating in a research note on Friday, May 29th. DA Davidson boosted their price target on shares of Nordson from $335.00 to $345.00 and gave the stock a "buy" rating in a report on Wednesday, May 27th. BNP Paribas Exane upped their target price on Nordson from $285.00 to $290.00 and gave the stock a "neutral" rating in a research note on Friday, May 22nd. Finally, Wall Street Zen lowered shares of Nordson from a "buy" rating to a "hold" rating in a report on Saturday, June 27th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Nordson has an average rating of "Moderate Buy" and a consensus price target of $311.29.

Nordson Stock Performance

NASDAQ:NDSN traded up $5.71 during mid-day trading on Wednesday, reaching $309.92. The stock had a trading volume of 601,196 shares, compared to its average volume of 390,985. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.65 and a current ratio of 2.60. The firm has a market capitalization of $17.27 billion, a price-to-earnings ratio of 33.04, a PEG ratio of 2.05 and a beta of 0.96. The business has a 50 day simple moving average of $296.34 and a 200 day simple moving average of $286.09. Nordson has a twelve month low of $213.23 and a twelve month high of $315.68.

Nordson (NASDAQ:NDSN - Get Free Report) last announced its earnings results on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share for the quarter, beating the consensus estimate of $3.09 by $0.16. The business had revenue of $817.67 million during the quarter, compared to the consensus estimate of $779.49 million. Nordson had a net margin of 18.19% and a return on equity of 20.08%. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. On average, analysts expect that Nordson will post 11.59 earnings per share for the current fiscal year.

Nordson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were given 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, June 18th. Nordson's dividend payout ratio is currently 34.97%.

Institutional Investors Weigh In On Nordson

A number of institutional investors and hedge funds have recently modified their holdings of NDSN. State Street Corp lifted its holdings in shares of Nordson by 4.7% during the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company's stock valued at $636,375,000 after purchasing an additional 133,229 shares during the last quarter. Morgan Stanley raised its holdings in Nordson by 6.2% during the 4th quarter. Morgan Stanley now owns 1,582,637 shares of the industrial products company's stock worth $380,514,000 after buying an additional 92,970 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of Nordson by 24.0% during the fourth quarter. JPMorgan Chase & Co. now owns 891,016 shares of the industrial products company's stock valued at $214,227,000 after acquiring an additional 172,400 shares during the period. Millennium Management LLC grew its holdings in shares of Nordson by 16.8% during the fourth quarter. Millennium Management LLC now owns 691,824 shares of the industrial products company's stock valued at $166,335,000 after buying an additional 99,439 shares in the last quarter. Finally, Northern Trust Corp boosted its position in Nordson by 1.2% during the third quarter. Northern Trust Corp now owns 492,080 shares of the industrial products company's stock valued at $111,678,000 after purchasing an additional 5,859 shares during the last quarter. Institutional investors and hedge funds own 72.11% 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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