Nordson (NASDAQ:NDSN) Stock Rating Lowered by Wall Street Zen

Key Points

• Wall Street Zen downgraded Nordson (NASDAQ:NDSN) from a Buy to a HoldModerate Buy with an average price target of $311.50.
• Nordson beat quarterly estimates with $2.37 EPS and $669.46 million revenue (up 8.8% YoY) and set FY2026 guidance of 11.00–11.60 EPS and Q2 guidance of 2.70–2.90, with sell‑side analysts averaging about 11.41 EPS for the year.
• Insiders sold 77,393 shares worth roughly $22.5 million over the last quarter (including large EVP sales), while institutional investors hold about 72.11% of the company.

Nordson (NASDAQ:NDSN - Get Free Report) was downgraded by equities research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued to investors on Saturday.

NDSN has been the subject of a number of other reports. Jefferies Financial Group reaffirmed a "hold" rating and set a $300.00 price target on shares of Nordson in a research note on Monday, February 23rd. Oppenheimer increased their price objective 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. Weiss Ratings reissued a "hold (c+)" rating on shares of Nordson in a research note on Friday, March 27th. DA Davidson set a $335.00 target price on Nordson in a research report on Monday, February 23rd. Finally, KeyCorp increased their price target on Nordson from $295.00 to $325.00 and gave the stock an "overweight" rating in a report on Thursday, February 19th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $311.50.

Nordson Stock Performance

NASDAQ:NDSN opened at $283.20 on Friday. The firm has a market capitalization of $15.80 billion, a PE ratio of 30.58, a PEG ratio of 1.94 and a beta of 0.99. The stock's fifty day moving average is $276.07 and its 200 day moving average is $259.39. Nordson has a fifty-two week low of $187.89 and a fifty-two week high of $305.28. 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 (NASDAQ:NDSN - Get Free Report) last posted 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 company had revenue of $669.46 million during the quarter, compared to analyst estimates of $652.68 million. During the same period in the previous year, the firm earned $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. On average, sell-side analysts anticipate that Nordson will post 11.41 earnings per share for the current year.

Insider Buying and Selling at Nordson

In other news, EVP Joseph P. Kelley sold 23,052 shares of the business's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $289.31, for a total value of $6,669,174.12. Following the completion of the sale, the executive vice president owned 7,559 shares in the company, valued at approximately $2,186,894.29. The trade was a 75.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Justin E. Hall sold 716 shares of the company's 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 $417,867.30. The trade was a 32.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 77,393 shares of company stock worth $22,549,703. Company insiders own 0.84% of the company's stock.

Institutional Trading of Nordson

Several hedge funds and other institutional investors have recently bought and sold shares of NDSN. ICICI Prudential Asset Management Co Ltd raised its holdings in Nordson by 77.5% in the third quarter. ICICI Prudential Asset Management Co Ltd now owns 14,200 shares of the industrial products company's stock worth $3,223,000 after purchasing an additional 6,200 shares in the last quarter. Jensen Investment Management Inc. purchased a new stake in shares of Nordson during the third quarter valued at about $2,735,000. Rakuten Investment Management Inc. bought a new stake in shares of Nordson in the 3rd quarter valued at about $1,100,000. Polar Asset Management Partners Inc. boosted its holdings in shares of Nordson by 67.0% in the 3rd quarter. Polar Asset Management Partners Inc. now owns 39,754 shares of the industrial products company's stock valued at $9,022,000 after buying an additional 15,954 shares in the last quarter. Finally, Assenagon Asset Management S.A. purchased a new position in shares of Nordson in the 4th quarter worth approximately $4,381,000. Institutional investors 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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