Nordson (NASDAQ:NDSN) Sets New 12-Month High Following Strong Earnings

Key Points

• Strong quarterly results: Nordson reported EPS of $3.25, exceeding the $3.09 consensus and rising from $2.73 a year earlier. Revenue increased 10.3% year over year to $817.7 million, also beating estimates.
• Raised outlook and broad growth: The company set fiscal 2026 EPS guidance at $11.80–$12.00, while organic sales rose approximately 12% and Advanced Technology Solutions revenue increased 28%.
• Shares reached a new 52-week high: Nordson stock climbed to $320.89 following the earnings report. The company also maintains a quarterly dividend of $0.82 per share, equivalent to a 1.0% yield.

Shares of Nordson Corporation (NASDAQ:NDSN - Get Free Report) hit a new 52-week high during trading on Thursday following a stronger than expected earnings report. The company traded as high as $320.89 and last traded at $318.42, with a volume of 11350 shares changing hands. The stock had previously closed at $309.92.

The industrial products company reported $3.25 earnings per share for the quarter, topping the consensus estimate of $3.09 by $0.16. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The business had revenue of $817.67 million during the quarter, compared to the consensus estimate of $779.49 million. During the same period in the previous year, the firm posted $2.73 earnings per share. The firm's revenue for the quarter was up 10.3% on a year-over-year basis. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS.

Nordson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, July 6th. Investors of record on Thursday, June 18th were paid a $0.82 dividend. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. Nordson's dividend payout ratio (DPR) is presently 34.97%.

More Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Strong Q3 earnings beat: Nordson reported adjusted EPS of $3.25, above the $3.09 analyst consensus and up from $2.73 a year earlier. Revenue reached a record $817.7 million, beating estimates of $779.5 million and rising approximately 10% year over year. Nordson Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Higher fiscal 2026 guidance: Management raised its adjusted EPS outlook to $11.80-$12.00, above the approximately $11.59 consensus. Full-year sales are projected at roughly $3.035-$3.075 billion, while backlog increased 35% year over year. Nordson Reports Record Third Quarter Results
• Positive Sentiment: Broad-based growth: Organic sales grew approximately 12%, with Advanced Technology Solutions sales up 28% to $220 million. Industrial Precision Solutions and Medical and Fluid Solutions sales each increased 5%. Nordson Reports Record Sales and Raises Guidance
• Positive Sentiment: Analyst support: D.A. Davidson maintained a Buy rating and a $345 price target, citing the strong quarterly beat and improved guidance. Nordson Strong Q3 Beat and Raised Guidance
• Positive Sentiment: Medical product launch: Nordson MEDICAL introduced its Divert ULTRA line of ultra-high-pressure stopcocks, expanding its offerings for demanding medical applications. Nordson MEDICAL Introduces Divert ULTRA
• Negative Sentiment: Insider selling is a cautionary signal: Data cited in the reports show 46 open-market insider sales and no purchases during the past six months, including substantial sales by senior executives. This may temper enthusiasm, although the transactions do not outweigh the immediate earnings and guidance catalysts.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on NDSN. Oppenheimer lifted their price target on Nordson from $325.00 to $335.00 and gave the company an "outperform" rating in a research report on Friday, May 29th. BNP Paribas Exane raised their price objective on Nordson from $285.00 to $290.00 and gave the company a "neutral" rating in a research report on Friday, May 22nd. Wall Street Zen cut shares of Nordson from a "buy" rating to a "hold" rating in a report on Saturday, June 27th. Weiss Ratings raised shares of Nordson from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, June 29th. Finally, DA Davidson boosted their price target on Nordson from $335.00 to $345.00 and gave the stock a "buy" rating in a research report on Wednesday, May 27th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $316.29.

Hedge Funds Weigh In On Nordson

Hedge funds have recently bought and sold shares of the business. Clearstead Trust LLC purchased a new position in shares of Nordson in the second quarter worth approximately $25,000. Private Trust Co. NA lifted its stake in shares of 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 buying an additional 51 shares in the last quarter. Keating Financial Advisory Services Inc. bought a new position in Nordson in the 2nd quarter worth $30,000. CYBER HORNET ETFs LLC bought a new stake in Nordson during the second quarter valued at about $31,000. Finally, N.E.W. Advisory Services LLC bought a new stake in Nordson during the second quarter valued at about $33,000. Hedge funds and other institutional investors own 72.11% of the company's stock.

Nordson Stock Up 1.7%

The firm has a market capitalization of $17.56 billion, a PE ratio of 34.05, a P/E/G ratio of 2.02 and a beta of 0.96. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.60 and a quick ratio of 1.65. The company has a 50-day moving average price of $296.97 and a 200 day moving average price of $286.33.

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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