HORAN Wealth LLC Invests $917,000 in Nordson Corporation $NDSN

HORAN Wealth LLC bought a new position in shares of Nordson Corporation (NASDAQ:NDSN) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,043 shares of the industrial products company’s stock, valued at approximately $917,000.

Several other hedge funds also recently made changes to their positions in NDSN. Norges Bank acquired a new stake in Nordson during the 2nd quarter worth about $139,218,000. State Street Corp grew its holdings in shares of Nordson by 4.7% during the second quarter. State Street Corp now owns 2,958,110 shares of the industrial products company’s stock valued at $636,375,000 after buying an additional 133,229 shares in the last quarter. ProShare Advisors LLC raised its position in Nordson by 10.2% during the second quarter. ProShare Advisors LLC now owns 866,396 shares of the industrial products company’s stock valued at $185,729,000 after buying an additional 80,285 shares during the period. Squarepoint Ops LLC boosted its holdings in shares of Nordson by 501.5% during the second quarter. Squarepoint Ops LLC now owns 80,053 shares of the industrial products company’s stock worth $17,161,000 after purchasing an additional 66,744 shares during the period. Finally, Boston Trust Walden Corp increased its stake in shares of Nordson by 22.8% in the second quarter. Boston Trust Walden Corp now owns 355,613 shares of the industrial products company’s stock worth $76,233,000 after acquiring an additional 65,980 shares during the last quarter. Institutional investors and hedge funds own 72.11% of the company’s stock.

Nordson Stock Performance

NDSN stock opened at $285.95 on Thursday. The company has a current ratio of 1.64, a quick ratio of 1.05 and a debt-to-equity ratio of 0.56. The firm has a market cap of $15.93 billion, a PE ratio of 33.52, a P/E/G ratio of 1.91 and a beta of 1.01. The business’s 50-day moving average price is $252.43 and its two-hundred day moving average price is $235.30. Nordson Corporation has a 1-year low of $165.03 and a 1-year high of $287.48.

Nordson (NASDAQ:NDSN) last posted its quarterly earnings data on Wednesday, December 10th. The industrial products company reported $3.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.93 by $0.10. The business had revenue of $751.82 million during the quarter, compared to the consensus estimate of $761.03 million. Nordson had a return on equity of 19.64% and a net margin of 17.35%.Nordson’s quarterly revenue was up 1.0% on a year-over-year basis. During the same period last year, the company earned $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. As a group, research analysts forecast that Nordson Corporation will post 10.2 earnings per share for the current year.

Nordson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were paid a $0.82 dividend. The ex-dividend date was Wednesday, December 17th. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. Nordson’s dividend payout ratio is 38.45%.

Insider Buying and Selling at Nordson

In other news, EVP James E. Devries sold 9,100 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 51,223 shares of the company’s stock, valued at approximately $11,965,692.80. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on NDSN. DA Davidson set a $290.00 price objective on shares of Nordson in a report on Friday, December 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Vertical Research upgraded Nordson from a “hold” rating to a “buy” rating and set a $270.00 target price for the company in a research note on Monday, December 15th. KeyCorp raised their target price on Nordson from $250.00 to $295.00 and gave the stock an “overweight” rating in a research report on Thursday, December 11th. Finally, Robert W. Baird boosted their price target on Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Four equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $266.29.

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.