Raiffeisen Bank International AG Invests $754,000 in Nordson Corporation $NDSN

Raiffeisen Bank International AG acquired a new position in Nordson Corporation (NASDAQ:NDSN) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 3,315 shares of the industrial products company’s stock, valued at approximately $754,000.

Several other large investors also recently added to or reduced their stakes in NDSN. Jensen Investment Management Inc. bought a new stake in shares of Nordson during the 3rd quarter valued at $2,735,000. ICICI Prudential Asset Management Co Ltd lifted its position in Nordson by 77.5% during the third quarter. ICICI Prudential Asset Management Co Ltd now owns 14,200 shares of the industrial products company’s stock valued at $3,223,000 after purchasing an additional 6,200 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in Nordson during the third quarter valued at $1,100,000. Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in Nordson by 2.6% during the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 77,813 shares of the industrial products company’s stock valued at $16,681,000 after purchasing an additional 1,972 shares during the period. Finally, HORAN Wealth LLC purchased a new stake in Nordson in the third quarter worth about $917,000. 72.11% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on NDSN shares. Robert W. Baird lifted their price objective on Nordson from $278.00 to $314.00 and gave the company a “neutral” rating in a research report on Friday. KeyCorp raised their target price on shares of Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research note on Thursday. DA Davidson reaffirmed a “buy” rating and set a $290.00 price target on shares of Nordson in a report on Thursday. Wall Street Zen upgraded shares of Nordson from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Vertical Research upgraded shares of 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. Four equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $276.14.

Key Headlines Impacting Nordson

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 Stock Performance

Shares of NASDAQ NDSN opened at $290.17 on Monday. The company 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 52-week low of $165.03 and a 52-week high of $305.28. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.74 and a current ratio of 2.72. The firm’s fifty day moving average is $266.20 and its two-hundred day moving average is $242.00.

Nordson (NASDAQ:NDSN) last released its quarterly earnings data on Wednesday, February 18th. The industrial products company reported $2.37 EPS for the quarter, beating the consensus estimate of $2.36 by $0.01. The business had revenue of $669.46 million during the quarter, compared to the consensus estimate of $652.68 million. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.06 EPS. 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 EPS for the current fiscal year.

Nordson Announces Dividend

The company also recently disclosed 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. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Wednesday, December 17th. Nordson’s dividend payout ratio is 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.