Nordson Corporation $NDSN Holdings Cut by Copeland Capital Management LLC

Copeland Capital Management LLC cut its stake in shares of Nordson Corporation (NASDAQ:NDSN) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 125,096 shares of the industrial products company’s stock after selling 5,546 shares during the quarter. Copeland Capital Management LLC owned approximately 0.22% of Nordson worth $28,391,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Nordson by 4.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 253,260 shares of the industrial products company’s stock worth $51,088,000 after purchasing an additional 9,679 shares in the last quarter. Nordea Investment Management AB lifted its holdings in Nordson by 21.2% in the second quarter. Nordea Investment Management AB now owns 10,083 shares of the industrial products company’s stock worth $2,159,000 after purchasing an additional 1,763 shares during the period. Harbor Capital Advisors Inc. grew its position in Nordson by 22.6% in the 2nd quarter. Harbor Capital Advisors Inc. now owns 8,193 shares of the industrial products company’s stock valued at $1,756,000 after buying an additional 1,508 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Nordson by 2.6% during the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 77,813 shares of the industrial products company’s stock worth $16,681,000 after buying an additional 1,972 shares in the last quarter. Finally, Confluence Investment Management LLC lifted its stake in shares of Nordson by 118.5% in the 2nd quarter. Confluence Investment Management LLC now owns 336,090 shares of the industrial products company’s stock worth $72,048,000 after acquiring an additional 182,305 shares during the period. Institutional investors own 72.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on NDSN. KeyCorp raised their price objective on shares of Nordson from $250.00 to $295.00 and gave the company an “overweight” rating in a research note on Thursday, December 11th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Nordson in a research report on Tuesday, December 23rd. Robert W. Baird boosted their price objective on Nordson from $252.00 to $275.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, December 13th. Finally, DA Davidson set a $290.00 target price on Nordson in a report on Friday, December 12th. Five analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.00.

Insider Activity at Nordson

In related news, EVP Joseph P. Kelley sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $240.00, for a total value of $528,000.00. Following the completion of the transaction, the executive vice president owned 6,405 shares of the company’s stock, valued at approximately $1,537,200. This trade represents a 25.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP James E. Devries sold 9,100 shares of the business’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $233.60, for a total transaction of $2,125,760.00. Following the sale, the executive vice president directly owned 51,223 shares in the company, valued at approximately $11,965,692.80. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 13,600 shares of company stock valued at $3,188,257. 0.80% of the stock is owned by insiders.

Nordson Stock Performance

Shares of NASDAQ NDSN opened at $243.14 on Tuesday. The stock’s fifty day simple moving average is $235.64 and its 200 day simple moving average is $226.45. The stock has a market capitalization of $13.57 billion, a price-to-earnings ratio of 28.50, a PEG ratio of 1.68 and a beta of 1.01. The company has a quick ratio of 1.05, a current ratio of 1.64 and a debt-to-equity ratio of 0.56. Nordson Corporation has a 52-week low of $165.03 and a 52-week high of $251.47.

Nordson (NASDAQ:NDSN) last released its quarterly earnings results on Wednesday, December 10th. The industrial products company reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.93 by $0.10. The business had revenue of $751.82 million during the quarter, compared to analyst estimates of $761.03 million. Nordson had a return on equity of 19.64% and a net margin of 17.35%.Nordson’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same quarter last year, the company posted $2.78 EPS. Nordson has set its Q1 2026 guidance at 2.250-2.450 EPS and its FY 2026 guidance at 10.800-11.500 EPS. As a group, sell-side analysts forecast that Nordson Corporation will post 10.2 earnings per share for the current fiscal year.

Nordson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 2nd. Stockholders of record on Wednesday, December 17th will be issued a dividend of $0.82 per share. The ex-dividend date is Wednesday, December 17th. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.3%. Nordson’s payout ratio is currently 38.45%.

Nordson 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.