Nordson (NASDAQ:NDSN) Raised to Buy at Wall Street Zen

Nordson (NASDAQ:NDSN) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

Other analysts have also issued research reports about the company. KeyCorp boosted their price target on Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a report on Thursday. Vertical Research raised Nordson from a “hold” rating to a “buy” rating and set a $270.00 price objective on the stock in a research report on Monday, December 15th. Robert W. Baird boosted their price objective on Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a research note on Friday. DA Davidson restated a “buy” rating and set a $290.00 target price on shares of Nordson in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a report on Monday, December 29th. Four analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $276.14.

Nordson Stock Down 1.3%

Shares of NDSN stock opened at $290.17 on Friday. Nordson has a 12 month low of $165.03 and a 12 month high of $305.28. The stock has a market cap of $16.16 billion, a P/E ratio of 31.34, a P/E/G ratio of 2.02 and a beta of 1.01. The company has a current ratio of 2.72, a quick ratio of 1.05 and a debt-to-equity ratio of 0.62. The company has a 50 day simple moving average of $266.20 and a two-hundred day simple moving average of $241.59.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share 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 business had revenue of $669.46 million for the quarter, compared to analysts’ expectations of $652.68 million. During the same quarter last year, the company posted $2.06 EPS. The company’s 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, research analysts expect that Nordson will post 10.2 earnings per share for the current year.

Institutional Trading of Nordson

Institutional investors and hedge funds have recently bought and sold shares of the stock. Stephens Inc. AR grew its position in shares of Nordson by 6.3% during the second quarter. Stephens Inc. AR now owns 2,901 shares of the industrial products company’s stock valued at $622,000 after purchasing an additional 173 shares in the last quarter. D.A. Davidson & CO. bought a new position in Nordson during the second quarter valued at approximately $489,000. Ethic Inc. grew its holdings in Nordson by 17.6% during the 2nd quarter. Ethic Inc. now owns 7,073 shares of the industrial products company’s stock valued at $1,521,000 after buying an additional 1,061 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its stake in Nordson by 640.0% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 148 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 128 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its stake in Nordson by 5.7% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 133,270 shares of the industrial products company’s stock worth $28,569,000 after acquiring an additional 7,237 shares during the last quarter. 72.11% of the stock is currently owned by institutional investors.

Key Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Record Q1 results — Nordson reported a first-quarter record in sales of ~$669M (organic +7%, currency +4%), with operating and net income up year-over-year; revenue topped consensus and the company cited strength in Advanced Technology Solutions. Business Wire: Q1 Results
• Positive Sentiment: Raised guidance — Management lifted FY2026 EPS guidance to $11.00–$11.60 and issued Q2 EPS and revenue targets roughly in line with consensus, which supports a constructive forward earnings outlook. MarketBeat: Guidance & Press Release
• Neutral Sentiment: Earnings details and investor materials available — The full earnings call transcript and slide deck were posted, offering details on segment trends and margin drivers for anyone re‑valuing the shares. (Earnings call transcripts on Seeking Alpha/Yahoo). Seeking Alpha: Call Transcript
• Neutral Sentiment: Market/valuation debate — Commentary pieces are assessing whether the stock’s strong 1‑year gain and current multiples (P/E ~31, PEG ~2.05) leave room for further upside, which can temper buying interest even after good results. Yahoo Finance: Valuation Yahoo Finance: Too Late?
• Positive Sentiment: Analyst stance supportive — DA Davidson reaffirmed a Buy rating (with a ~$290 target) and several firms maintain targets near current levels, helping underpin sentiment despite the stock’s recent run. Benzinga: Analyst Note
• Negative Sentiment: Mixed/marginal EPS print and differing data reads — While headline EPS ($2.37) was essentially in-line (beat by $0.01 on some tallies), some data providers flagged a slight short vs. other consensus figures; that ambiguity can trigger profit‑taking after a run-up. Quiver: Mixed EPS Read
• Negative Sentiment: Insider and institutional flows — Recent filings show insider selling and some large institutional position adjustments, which can add selling pressure and amplify moves on otherwise positive results. Quiver: Insider & HF Activity

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.