Sundaram Nagarajan Sells 41,800 Shares of Nordson (NASDAQ:NDSN) Stock

Nordson Corporation (NASDAQ:NDSN) CEO Sundaram Nagarajan sold 41,800 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $293.26, for a total transaction of $12,258,268.00. Following the sale, the chief executive officer directly owned 64,824 shares in the company, valued at $19,010,286.24. The trade was a 39.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Nordson Price Performance

Shares of NASDAQ NDSN opened at $292.62 on Friday. The company has a 50 day simple moving average of $270.53 and a two-hundred day simple moving average of $243.81. Nordson Corporation has a fifty-two week low of $165.03 and a fifty-two week high of $305.28. The company has a market capitalization of $16.32 billion, a price-to-earnings ratio of 31.60, a P/E/G ratio of 1.97 and a beta of 1.01. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.74 and a current ratio of 2.72.

Nordson (NASDAQ:NDSN) last issued its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, topping analysts’ consensus estimates of $2.36 by $0.01. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The firm had revenue of $669.46 million for the quarter, compared to analysts’ expectations of $652.68 million. During the same period in the previous year, the firm posted $2.06 EPS. The business’s revenue for the quarter 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. Analysts expect that Nordson Corporation will post 10.2 EPS for the current fiscal year.

Nordson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Wednesday, December 17th were issued 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 1.1%. Nordson’s dividend payout ratio (DPR) is presently 35.42%.

Key Nordson News

Here are the key news stories impacting Nordson this week:

• Positive Sentiment: Analysts have been lifting ratings and price targets this month (KeyCorp and Oppenheimer raised targets to ~$325; DA Davidson set $335) and one momentum write-up highlights Nordson’s strong technical/quality characteristics — these support further upside if fundamentals and guidance remain intact. Analyst Notes & Coverage
• Positive Sentiment: Zacks published a piece framing Nordson as a strong momentum stock, which can attract trend-following and quant flows into the name. Here’s Why Nordson is a Strong Momentum Stock
• Neutral Sentiment: Institutional ownership remains high (~72%); recent small adjustments by a few funds are not a material shift in stewardship and suggest institutional conviction is largely intact. MarketBeat Institutional Activity
• Negative Sentiment: Significant insider selling has emerged: CEO Sundaram Nagarajan sold ~41,800 shares (~$12.3M) and EVP Joseph Kelley sold multiple blocks (23,052 and 8,725 shares), representing large percentage reductions in their holdings. Large, clustered insider sales can weigh on investor sentiment even if filings indicate routine diversification. Top Nordson Insiders Quietly Cash Out
• Negative Sentiment: MarketWatch flagged that Nordson underperformed peers on Wednesday, which may reflect sector rotation or near-term profit-taking following recent gains — a risk for short-term relative performance. Nordson Underperforms Peers

Hedge Funds Weigh In On Nordson

A number of institutional investors have recently bought and sold shares of the stock. D.A. Davidson & CO. bought a new stake in Nordson during the second quarter valued at about $489,000. Sumitomo Mitsui Trust Group Inc. grew its stake in shares of Nordson by 5.7% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 133,270 shares of the industrial products company’s stock valued at $28,569,000 after acquiring an additional 7,237 shares during the period. Oppenheimer Asset Management Inc. increased its holdings in Nordson by 14.2% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 8,545 shares of the industrial products company’s stock worth $1,832,000 after acquiring an additional 1,061 shares in the last quarter. Wealthfront Advisers LLC bought a new stake in Nordson during the 2nd quarter worth approximately $243,000. Finally, Nisa Investment Advisors LLC raised its stake in Nordson by 35.4% during the 2nd quarter. Nisa Investment Advisors LLC now owns 12,224 shares of the industrial products company’s stock worth $2,630,000 after acquiring an additional 3,199 shares during the period. 72.11% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have weighed in on NDSN shares. Weiss Ratings restated a “hold (c+)” rating on shares of Nordson in a research note on Monday, December 29th. Jefferies Financial Group reissued a “hold” rating and set a $300.00 price target on shares of Nordson in a research report on Monday. Oppenheimer boosted their price objective on shares of Nordson from $285.00 to $325.00 and gave the stock an “outperform” rating in a report on Tuesday. KeyCorp increased their target price on Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Finally, Vertical Research upgraded 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. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Nordson has an average rating of “Moderate Buy” and an average target price of $311.50.

About Nordson

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.