Generali Asset Management SPA SGR Increases Position in Nordson Corporation $NDSN

Generali Asset Management SPA SGR increased its holdings in Nordson Corporation (NASDAQ:NDSN) by 819.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,642 shares of the industrial products company’s stock after acquiring an additional 4,137 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Nordson were worth $1,054,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Mather Group LLC. raised its position in shares of Nordson by 7.2% in the 3rd quarter. Mather Group LLC. now owns 1,056 shares of the industrial products company’s stock valued at $240,000 after purchasing an additional 71 shares in the last quarter. Capital Advisors Ltd. LLC raised its holdings in Nordson by 41.6% in the third quarter. Capital Advisors Ltd. LLC now owns 1,011 shares of the industrial products company’s stock valued at $229,000 after acquiring an additional 297 shares in the last quarter. CWM LLC raised its holdings in Nordson by 38.9% in the third quarter. CWM LLC now owns 1,664 shares of the industrial products company’s stock valued at $378,000 after acquiring an additional 466 shares in the last quarter. Pacer Advisors Inc. grew its holdings in Nordson by 12.8% during the 3rd quarter. Pacer Advisors Inc. now owns 4,898 shares of the industrial products company’s stock worth $1,112,000 after acquiring an additional 555 shares in the last quarter. Finally, Alhambra Investment Management LLC grew its holdings in Nordson by 68.7% during the 3rd quarter. Alhambra Investment Management LLC now owns 1,584 shares of the industrial products company’s stock worth $359,000 after acquiring an additional 645 shares in the last quarter. Institutional investors and hedge funds own 72.11% of the company’s stock.

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 stock was sold at an average price of $240.00, for a total value of $528,000.00. Following the sale, the executive vice president directly owned 6,405 shares in the company, valued at $1,537,200. This trade represents a 25.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP James E. Devries sold 9,100 shares of Nordson stock in a transaction on Monday, November 10th. The shares were sold at an average price of $233.60, for a total value of $2,125,760.00. Following the sale, the executive vice president directly owned 51,223 shares in the company, valued at $11,965,692.80. The trade was a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 13,600 shares of company stock worth $3,188,257 in the last 90 days. 0.80% of the stock is owned by company insiders.

Nordson Price Performance

Shares of NDSN opened at $241.03 on Monday. Nordson Corporation has a 12 month low of $165.03 and a 12 month high of $251.47. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.64 and a quick ratio of 1.05. The stock has a fifty day moving average price of $236.09 and a 200 day moving average price of $227.20. The company has a market cap of $13.45 billion, a P/E ratio of 28.26, a PEG ratio of 1.66 and a beta of 1.02.

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

Nordson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 17th were given a $0.82 dividend. The ex-dividend date was Wednesday, December 17th. This represents a $3.28 annualized dividend and a yield of 1.4%. Nordson’s dividend payout ratio is 38.45%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a report on Saturday, December 13th. DA Davidson set a $290.00 target price on Nordson in a research report on Friday, December 12th. KeyCorp upped their price target on Nordson from $250.00 to $295.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Finally, Robert W. Baird raised 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. Five research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Nordson presently has a consensus rating of “Moderate Buy” and an average target price of $268.00.

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.