Nordson (NASDAQ:NDSN) Stock Price Expected to Rise, Oppenheimer Analyst Says

Key Points

• Oppenheimer raised its price target on Nordson from $325 to $335 and kept an outperform rating, implying about 16% upside from the current price.
• Nordson’s latest earnings beat expectations, with Q2 EPS of $2.86 versus $2.82 expected and revenue of $740.85 million topping estimates; the company also provided Q3 and full-year 2026 guidance above analyst forecasts.
• Analyst sentiment remains generally positive, with several firms lifting targets or ratings and MarketBeat showing a consensus Moderate Buy rating with an average price target of $311.29.

Nordson (NASDAQ:NDSN - Get Free Report) had its price target lifted by analysts at Oppenheimer from $325.00 to $335.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an "outperform" rating on the industrial products company's stock. Oppenheimer's target price indicates a potential upside of 16.27% from the stock's current price.

NDSN has been the topic of several other research reports. Weiss Ratings raised shares of Nordson from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, May 22nd. Robert W. Baird raised their price objective on shares of Nordson from $278.00 to $314.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. KeyCorp raised their price objective on shares of Nordson from $295.00 to $325.00 and gave the stock an "overweight" rating in a report on Thursday, February 19th. BNP Paribas Exane raised their price objective on shares of Nordson from $285.00 to $290.00 and gave the stock a "neutral" rating in a report on Friday, May 22nd. Finally, 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. Five investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Nordson currently has a consensus rating of "Moderate Buy" and a consensus price target of $311.29.

Nordson Stock Performance

NASDAQ:NDSN opened at $288.12 on Friday. Nordson has a 12-month low of $205.17 and a 12-month high of $305.28. The company has a quick ratio of 1.65, a current ratio of 2.60 and a debt-to-equity ratio of 0.58. The firm has a market capitalization of $16.05 billion, a PE ratio of 30.72, a price-to-earnings-growth ratio of 1.93 and a beta of 0.99. The firm has a 50-day moving average price of $276.56 and a 200 day moving average price of $266.02.

Nordson (NASDAQ:NDSN - Get Free Report) last posted its quarterly earnings results on Wednesday, May 20th. The industrial products company reported $2.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.82 by $0.04. Nordson had a net margin of 18.19% and a return on equity of 20.08%. The firm had revenue of $740.85 million during the quarter, compared to analyst estimates of $728.78 million. During the same quarter in the prior year, the business posted $2.42 earnings per share. The company's quarterly revenue was up 8.5% compared to the same quarter last year. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. Research analysts anticipate that Nordson will post 11.53 earnings per share for the current fiscal year.

Insider Activity at Nordson

In other news, EVP Justin E. Hall sold 716 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $275.82, for a total transaction of $197,487.12. Following the sale, the executive vice president directly owned 1,515 shares of the company's stock, valued at $417,867.30. This represents a 32.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 approximately $1,793,960. The trade was a 32.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.84% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Roman Butler Fullerton & Co. grew its holdings in shares of Nordson by 4.2% during the 4th quarter. Roman Butler Fullerton & Co. now owns 950 shares of the industrial products company's stock valued at $228,000 after purchasing an additional 38 shares during the last quarter. Syon Capital LLC grew its holdings in shares of Nordson by 4.0% during the 4th quarter. Syon Capital LLC now owns 1,061 shares of the industrial products company's stock valued at $255,000 after purchasing an additional 41 shares during the last quarter. Bessemer Group Inc. grew its holdings in shares of Nordson by 12.0% during the 3rd quarter. Bessemer Group Inc. now owns 430 shares of the industrial products company's stock valued at $98,000 after purchasing an additional 46 shares during the last quarter. Argent Trust Co grew its holdings in shares of Nordson by 3.6% during the 3rd quarter. Argent Trust Co now owns 1,325 shares of the industrial products company's stock valued at $301,000 after purchasing an additional 46 shares during the last quarter. Finally, Hantz Financial Services Inc. grew its holdings in shares of Nordson by 43.4% during the 4th quarter. Hantz Financial Services Inc. now owns 152 shares of the industrial products company's stock valued at $37,000 after purchasing an additional 46 shares during the last quarter. 72.11% of the stock is currently owned by institutional investors and hedge funds.

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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