Asset Management One Co. Ltd. Acquires 2,932 Shares of Nordson Corporation $NDSN

Asset Management One Co. Ltd. increased its stake in Nordson Corporation (NASDAQ:NDSN) by 12.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,370 shares of the industrial products company’s stock after purchasing an additional 2,932 shares during the period. Asset Management One Co. Ltd.’s holdings in Nordson were worth $5,985,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Nordson by 4.0% during 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 valued at $51,088,000 after purchasing an additional 9,679 shares in the last quarter. Nordea Investment Management AB increased its position in shares of Nordson by 21.2% during the 2nd quarter. Nordea Investment Management AB now owns 10,083 shares of the industrial products company’s stock valued at $2,159,000 after purchasing an additional 1,763 shares during the last quarter. Harbor Capital Advisors Inc. raised its holdings in shares of Nordson by 22.6% during 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 lifted its position in Nordson by 2.6% in 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 during the last quarter. Finally, Confluence Investment Management LLC boosted its stake in Nordson by 118.5% in the second quarter. Confluence Investment Management LLC now owns 336,090 shares of the industrial products company’s stock worth $72,048,000 after buying an additional 182,305 shares in the last quarter. Hedge funds and other institutional investors own 72.11% of the company’s stock.

Insider Transactions at Nordson

In other Nordson news, EVP James E. Devries sold 9,100 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 51,223 shares in the company, valued at $11,965,692.80. This trade represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Joseph P. Kelley sold 2,300 shares of the company’s stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $232.39, for a total value of $534,497.00. Following the transaction, the executive vice president owned 8,605 shares in the company, valued at $1,999,715.95. This trade represents a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 13,600 shares of company stock valued at $3,188,257. 0.80% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on NDSN. Vertical Research raised shares of Nordson from a “hold” rating to a “buy” rating and set a $270.00 price target for the company in a research note on Monday, December 15th. Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a report on Saturday, December 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. Robert W. Baird increased their target price on Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Finally, KeyCorp raised their price target on Nordson from $250.00 to $295.00 and gave the stock an “overweight” rating in a research report on Thursday, December 11th. Five analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $268.00.

Nordson Price Performance

NDSN opened at $255.26 on Friday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.05 and a current ratio of 1.64. The stock has a market capitalization of $14.25 billion, a PE ratio of 29.93, a price-to-earnings-growth ratio of 1.74 and a beta of 1.02. The stock’s 50 day moving average price is $237.43 and its 200-day moving average price is $228.09. Nordson Corporation has a 52-week low of $165.03 and a 52-week high of $255.65.

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 the consensus estimate of $2.93 by $0.10. Nordson had a net margin of 17.35% and a return on equity of 19.64%. The business had revenue of $751.82 million for the quarter, compared to analysts’ expectations of $761.03 million. During the same quarter in the previous year, the business posted $2.78 earnings per share. The firm’s revenue for the quarter was up 1.0% compared to the same quarter last year. 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, equities research analysts predict that Nordson Corporation will post 10.2 EPS for the current year.

Nordson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were given a dividend of $0.82 per share. The ex-dividend date was Wednesday, December 17th. This represents a $3.28 annualized dividend 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.