Nordson (NASDAQ:NDSN) Issues Earnings Results, Beats Expectations By $0.04 EPS

Posted by Brenda Bartman on May 20th, 2026

Nordson (NASDAQ:NDSN – Get Free Report) released its quarterly earnings data on Wednesday. The industrial products company reported $2.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.82 by $0.04, Zacks reports. The company had revenue of $740.85 million for the quarter, compared to the consensus estimate of $728.78 million. Nordson had a return on equity of 19.73% and a net margin of 18.39%.The company’s quarterly revenue was up 8.5% on a year-over-year basis. During the same period in the previous year, the business earned $2.42 earnings per share. Nordson updated its Q3 2026 guidance to 2.950-3.150 EPS and its FY 2026 guidance to 11.300-11.800 EPS.

Nordson Price Performance

Shares of NASDAQ NDSN traded up $4.56 during midday trading on Wednesday, reaching $276.20. The company’s stock had a trading volume of 409,945 shares, compared to its average volume of 330,770. 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 has a fifty-two week low of $191.99 and a fifty-two week high of $305.28. The business’s 50 day moving average price is $274.26 and its two-hundred day moving average price is $263.29. The company has a market cap of $15.41 billion, a P/E ratio of 25.75, a P/E/G ratio of 1.82 and a beta of 0.99.

Nordson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 3rd. Shareholders of record on Thursday, March 19th were given a dividend of $0.82 per share. The ex-dividend date was Thursday, March 19th. This represents a $3.28 annualized dividend and a yield of 1.2%. Nordson’s dividend payout ratio (DPR) is 35.42%.

Insider Activity

In other Nordson news, EVP Justin E. Hall sold 716 shares of the business’s stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $275.82, for a total transaction of $197,487.12. Following the completion of the transaction, the executive vice president directly owned 1,515 shares in the company, valued at $417,867.30. The trade was a 32.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Sundaram Nagarajan sold 41,800 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $293.26, for a total transaction of $12,258,268.00. Following the transaction, the chief executive officer owned 64,824 shares of the company’s stock, valued at approximately $19,010,286.24. This represents a 39.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 77,393 shares of company stock valued at $22,549,703 in the last three months. Company insiders own 0.84% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in NDSN. Equitable Holdings Inc. acquired a new position in Nordson during the fourth quarter worth $250,000. Hilltop Holdings Inc. bought a new position in Nordson in the 4th quarter valued at about $239,000. Virtu Financial LLC bought a new position in Nordson in the 4th quarter valued at about $219,000. Laurion Capital Management LP acquired a new position in Nordson during the 4th quarter valued at about $205,000. Finally, Panagora Asset Management Inc. acquired a new position in Nordson during the 4th quarter valued at about $204,000. Institutional investors own 72.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on NDSN shares. KeyCorp increased their price target on Nordson from $295.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. DA Davidson set a $335.00 price objective on shares of Nordson in a research report on Monday, February 23rd. Oppenheimer upped their price objective on shares of Nordson from $285.00 to $325.00 and gave the company an “outperform” rating in a research report on Tuesday, February 24th. Jefferies Financial Group reiterated a “hold” rating and set a $300.00 price objective on shares of Nordson in a report on Monday, February 23rd. Finally, Robert W. Baird increased their target price on Nordson from $278.00 to $314.00 and gave the stock a “neutral” rating in a research note on Friday, February 20th. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Nordson presently has an average rating of “Moderate Buy” and an average price target of $311.50.

View Our Latest Stock Analysis on Nordson

Key Stories Impacting Nordson

Here are the key news stories impacting Nordson this week:

Positive Sentiment: Nordson posted record Q2 sales of $741 million, with organic growth of 7% across all segments and a favorable currency tailwind, highlighting broad-based demand strength. Nordson Corporation Reports Record Second Quarter Fiscal 2026 Results and Increases Full Year Guidance
Positive Sentiment: Adjusted earnings came in at $2.86 per share, topping estimates of $2.82, which reinforces the company’s ability to convert revenue growth into profit growth. Nordson (NDSN) Tops Q2 Earnings and Revenue Estimates
Positive Sentiment: Management raised full-year outlook, with FY2026 revenue guidance now $2.9 billion to $3.0 billion and EPS guidance of $11.30 to $11.80, indicating confidence in continued execution. Nordson Delivers Record Q2 Results, Raises 2026 Outlook
Neutral Sentiment: The company also issued third-quarter guidance of $2.95 to $3.15 EPS and $760 million to $790 million in revenue, which is near consensus and suggests a steady near-term outlook.
Neutral Sentiment: Heading into the report, investors expected growth from semiconductor and industrial demand; the earnings beat confirms those expectations rather than creating a new surprise.

About Nordson

(Get Free Report)

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.

Earnings History for Nordson (NASDAQ:NDSN)

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