Nordson Corporation $NDSN Shares Sold by HighTower Advisors LLC

HighTower Advisors LLC cut its holdings in Nordson Corporation (NASDAQ:NDSN) by 43.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 34,270 shares of the industrial products company’s stock after selling 26,677 shares during the period. HighTower Advisors LLC owned about 0.06% of Nordson worth $7,778,000 as of its most recent filing with the SEC.

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

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

Analysts Set New Price Targets

Several equities analysts have recently commented on NDSN shares. Wall Street Zen upgraded shares of Nordson from a “hold” rating to a “buy” rating in a research report on Saturday. DA Davidson restated a “buy” rating and issued a $290.00 target price on shares of Nordson in a research report on Thursday. Robert W. Baird raised their price target on shares of Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a research note on Friday. KeyCorp boosted their price objective on Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Weiss Ratings reissued 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 company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $276.14.

Nordson Trading Down 1.3%

Shares of NASDAQ:NDSN opened at $290.17 on Monday. The company has a 50 day moving average of $266.20 and a 200-day moving average of $242.00. The company has a current ratio of 2.72, a quick ratio of 1.74 and a debt-to-equity ratio of 0.63. The firm has a market cap of $16.19 billion, a P/E ratio of 31.34, a P/E/G ratio of 1.99 and a beta of 1.00. Nordson Corporation has a twelve month low of $165.03 and a twelve month high of $305.28.

Nordson (NASDAQ:NDSN) last announced its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, topping the consensus estimate of $2.36 by $0.01. The firm had revenue of $669.46 million for the quarter, compared to analysts’ expectations of $652.68 million. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The firm’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.06 earnings per share. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. As a group, analysts anticipate that Nordson Corporation will post 10.2 earnings per share for the current fiscal year.

Nordson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 17th were issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, December 17th. Nordson’s payout ratio is presently 35.42%.

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.