Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Position in Nordson Corporation $NDSN

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its position in Nordson Corporation (NASDAQ:NDSN) by 33.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,288 shares of the industrial products company’s stock after acquiring an additional 2,100 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Nordson were worth $2,205,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in NDSN. Private Trust Co. NA boosted its stake in shares of Nordson by 70.8% in the fourth quarter. Private Trust Co. NA now owns 123 shares of the industrial products company’s stock valued at $30,000 after purchasing an additional 51 shares during the period. CYBER HORNET ETFs LLC purchased a new stake in shares of Nordson during the second quarter worth about $31,000. MUFG Securities EMEA plc acquired a new position in shares of Nordson in the second quarter worth about $34,000. Hantz Financial Services Inc. grew its stake in Nordson by 43.4% during the 4th quarter. Hantz Financial Services Inc. now owns 152 shares of the industrial products company’s stock valued at $37,000 after purchasing an additional 46 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new stake in Nordson during the 4th quarter worth approximately $40,000. Hedge funds and other institutional investors own 72.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on NDSN shares. BNP Paribas Exane upped their target price on Nordson from $285.00 to $290.00 and gave the company a “neutral” rating in a research report on Friday, May 22nd. DA Davidson lifted their price target on shares of Nordson from $335.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, May 27th. Weiss Ratings upgraded shares of Nordson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, June 29th. Wall Street Zen downgraded shares of Nordson from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Finally, Oppenheimer upped their target price on shares of Nordson from $325.00 to $335.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $311.29.

Nordson Price Performance

NDSN opened at $293.66 on Tuesday. The company has a quick ratio of 1.65, a current ratio of 2.60 and a debt-to-equity ratio of 0.58. The company’s 50-day moving average price is $287.52 and its 200 day moving average price is $276.82. Nordson Corporation has a fifty-two week low of $207.08 and a fifty-two week high of $307.74. The firm has a market cap of $16.36 billion, a price-to-earnings ratio of 31.31, a price-to-earnings-growth ratio of 1.93 and a beta of 0.96.

Nordson (NASDAQ:NDSN) last posted its earnings results on Wednesday, May 20th. The industrial products company reported $2.86 EPS for the quarter, beating the consensus estimate of $2.82 by $0.04. The company had revenue of $740.85 million during the quarter, compared to analyst estimates of $728.78 million. Nordson had a return on equity of 20.08% and a net margin of 18.19%.The business’s revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the company earned $2.42 earnings per share. Nordson has set its Q3 2026 guidance at 2.950-3.150 EPS and its FY 2026 guidance at 11.300-11.800 EPS. As a group, sell-side analysts expect that Nordson Corporation will post 11.59 earnings per share for the current year.

Nordson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Thursday, June 18th were given a $0.82 dividend. The ex-dividend date of this dividend was Thursday, June 18th. This represents a $3.28 annualized dividend and a yield of 1.1%. Nordson’s dividend payout ratio (DPR) is currently 34.97%.

Insider Buying and Selling at Nordson

In other Nordson news, EVP Justin E. Hall sold 716 shares of the firm’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 value of $197,487.12. Following the sale, the executive vice president owned 1,515 shares in the company, valued at approximately $417,867.30. This trade represents a 32.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Srinivas Subramanian sold 3,100 shares of Nordson stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $280.00, for a total value of $868,000.00. Following the sale, the executive vice president directly owned 6,407 shares in the company, valued at approximately $1,793,960. This trade represents a 32.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.84% of the company’s stock.

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.