Canada Pension Plan Investment Board Takes $11.81 Million Position in Nordson Corporation $NDSN

Posted by Brian Himes on Aug 30th, 2026

Canada Pension Plan Investment Board bought a new stake in shares of Nordson Corporation (NASDAQ:NDSN – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 39,160 shares of the industrial products company’s stock, valued at approximately $11,814,000.

Other hedge funds also recently bought and sold shares of the company. Clearstead Trust LLC purchased a new stake in Nordson in the 2nd quarter worth $25,000. Keating Financial Advisory Services Inc. purchased a new position in shares of Nordson in the second quarter valued at about $30,000. N.E.W. Advisory Services LLC purchased a new stake in shares of Nordson during the second quarter worth about $33,000. CYBER HORNET ETFs LLC bought a new stake in Nordson during the 2nd quarter valued at approximately $31,000. Finally, Elevation Wealth Partners LLC raised its stake in Nordson by 2,400.0% during the 2nd quarter. Elevation Wealth Partners LLC now owns 150 shares of the industrial products company’s stock valued at $45,000 after purchasing an additional 144 shares during the period. Institutional investors own 72.11% of the company’s stock.

Nordson Stock Down 1.9%

Shares of NDSN opened at $324.59 on Friday. The stock has a market capitalization of $18.08 billion, a price-to-earnings ratio of 32.82, a price-to-earnings-growth ratio of 2.11 and a beta of 0.96. Nordson Corporation has a 1 year low of $220.06 and a 1 year high of $339.12. The business’s 50 day simple moving average is $302.64 and its 200-day simple moving average is $288.78. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.82 and a quick ratio of 1.18.

Nordson (NASDAQ:NDSN – Get Free Report) last posted its earnings results on Wednesday, August 19th. The industrial products company reported $3.25 earnings per share for the quarter, beating analysts’ consensus estimates of $3.09 by $0.16. Nordson had a net margin of 18.63% and a return on equity of 20.49%. The firm had revenue of $817.67 million during the quarter, compared to analyst estimates of $779.49 million. During the same period last year, the firm posted $2.73 earnings per share. Nordson’s revenue for the quarter was up 10.3% compared to the same quarter last year. Nordson has set its FY 2026 guidance at 11.800-12.000 EPS. As a group, equities analysts expect that Nordson Corporation will post 11.83 earnings per share for the current fiscal year.

Nordson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Shareholders of record on Thursday, September 10th will be paid a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, September 10th. This is an increase from Nordson’s previous quarterly dividend of $0.82. Nordson’s dividend payout ratio is 33.16%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on NDSN. Wall Street Zen downgraded Nordson from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Oppenheimer lifted their price objective on shares of Nordson from $335.00 to $370.00 and gave the company an “outperform” rating in a research report on Friday, August 21st. Robert W. Baird upped their target price on shares of Nordson from $328.00 to $351.00 and gave the stock a “neutral” rating in a research report on Friday, August 21st. KeyCorp reiterated a “buy” rating on shares of Nordson in a report on Thursday, August 20th. Finally, DA Davidson reissued a “buy” rating and set a $345.00 price objective on shares of Nordson in a report on Thursday, August 20th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Nordson presently has an average rating of “Moderate Buy” and an average target price of $326.57.

Read Our Latest Stock Analysis on NDSN

Insider Transactions at Nordson

In related news, EVP Daniel Roy Hopgood sold 1,329 shares of the stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $334.29, for a total value of $444,271.41. Following the completion of the transaction, the executive vice president owned 4,758 shares of the company’s stock, valued at approximately $1,590,551.82. This trade represents a 21.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jennifer L. Mcdonough sold 260 shares of Nordson stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $336.00, for a total value of $87,360.00. Following the completion of the transaction, the executive vice president owned 6,346 shares of the company’s stock, valued at approximately $2,132,256. This represents a 3.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.84% of the company’s stock.

Key Stories Impacting Nordson

Here are the key news stories impacting Nordson this week:

Positive Sentiment: Nordson declared a quarterly dividend of $0.94 per share, payable October 2 to shareholders of record September 10. The payout is 14.6% higher than the previous $0.82 dividend, signaling management’s confidence in cash-flow generation and enhancing the stock’s appeal to income-focused investors. Nordson raises dividend by 14.6% to $0.94
Positive Sentiment: Recent momentum reflects Nordson’s solid operating performance. The company’s latest quarter exceeded earnings and revenue expectations, with EPS of $3.25 versus $3.09 expected and revenue growth of 10.3% year over year. Analysts remain constructive, including an Oppenheimer price-target increase to $370 and a consensus rating of “Moderate Buy.” What Makes Nordson a Strong Momentum Stock
Neutral Sentiment: NDSN recently set a new 12-month high, highlighting strong momentum but also increasing the possibility of profit-taking after a substantial advance. Nordson Sets New 12-Month High
Negative Sentiment: Two Nordson executives reported stock sales. EVP Daniel Roy Hopgood sold 1,329 shares worth approximately $444,000, reducing his holdings by 21.83%; EVP Jennifer McDonough sold 260 shares worth about $87,000. These transactions may weigh on sentiment, particularly with the stock near its recent high, although insider sales do not necessarily indicate deteriorating business fundamentals. Nordson Insider Selling

Nordson Profile

(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.