Nordson’s (NDSN) Buy Rating Reiterated at DA Davidson

DA Davidson reaffirmed their buy rating on shares of Nordson (NASDAQ:NDSN) in a research report released on Thursday morning,Benzinga reports. DA Davidson currently has a $290.00 target price on the industrial products company’s stock.

Other research analysts also recently issued reports about the company. KeyCorp upped their price target on Nordson from $295.00 to $325.00 and gave the stock an “overweight” rating in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Nordson in a research report on Monday, December 29th. Wall Street Zen cut Nordson from a “buy” rating to a “hold” rating in a report on Saturday, December 13th. Vertical Research upgraded shares of 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. Finally, Robert W. Baird raised their price objective on shares of Nordson from $252.00 to $275.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Four equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $276.14.

Nordson Price Performance

Nordson stock opened at $290.17 on Thursday. The stock’s 50 day moving average price is $266.20 and its two-hundred day moving average price is $241.78. The stock has a market capitalization of $16.16 billion, a price-to-earnings ratio of 31.34, a PEG ratio of 1.99 and a beta of 1.01. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.05 and a current ratio of 2.72. Nordson has a 52-week low of $165.03 and a 52-week high of $305.28.

Nordson (NASDAQ:NDSN) last issued its earnings results on Wednesday, February 18th. The industrial products company reported $2.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.36 by $0.01. Nordson had a net margin of 18.39% and a return on equity of 19.73%. The business had revenue of $669.46 million for the quarter, compared to analyst estimates of $652.68 million. During the same period in the prior year, the firm earned $2.06 earnings per share. Nordson’s revenue was up 8.8% on a year-over-year basis. Nordson has set its FY 2026 guidance at 11.000-11.600 EPS and its Q2 2026 guidance at 2.700-2.900 EPS. On average, equities analysts predict that Nordson will post 10.2 earnings per share for the current year.

Nordson Dividend Announcement

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

Institutional Investors Weigh In On Nordson

Institutional investors have recently added to or reduced their stakes in the company. Private Trust Co. NA boosted its stake in shares of Nordson by 70.8% in the 4th quarter. Private Trust Co. NA now owns 123 shares of the industrial products company’s stock worth $30,000 after buying an additional 51 shares during the last quarter. CYBER HORNET ETFs LLC bought a new stake in Nordson during the second quarter worth $31,000. Caitong International Asset Management Co. Ltd boosted 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 purchasing an additional 128 shares during the last quarter. Quent Capital LLC bought a new position in Nordson in the 3rd quarter valued at $32,000. Finally, NewSquare Capital LLC increased its position in shares of Nordson by 212.0% during the 2nd quarter. NewSquare Capital LLC now owns 156 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 106 shares during the last quarter. 72.11% of the stock is owned by institutional investors.

Nordson News Summary

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

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.