NDSN

NORDSON CORP

Nasdaq · General Industrial Machinery & Equipment, NEC · Inc. OH · CIK 0000072331
$288.21 +0.90% $16.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits
Vol
Market Cap$16.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$7.2B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 5S
Insider Net $-$824.3K
SEC Reports4
Exchange Nasdaq·Sector General Industrial Machinery & Equipment, NEC·Inc. OH·CIK 0000072331·Prev Close $285.63

Recent Activity

Jun 3, 2026 SEC
Nordson established a $1.2 billion commercial paper program on June 2, 2026, allowing the company to issue unsecured sho
8-K — Impact 3/10
Jun 1, 2026 Insider
Hopgood Daniel Roy surrendered for taxes 148 shares
EVP, CFO @ $281.31 ($41.6K)
May 20, 2026 SEC
Nordson reported a record second quarter with sales up 8% YoY to $741M and adjusted EPS up 18% to $2.86, exceeding the $
8-K — Impact 7/10
May 20, 2026 earnings_calendar
NDSN Q2 2026 Earnings After Market Close — 2026-05-20
May 1, 2026 Insider
CLAYTON ANNETTE K was granted 270 shares
Director @ $283.20 ($76.5K)
Apr 30, 2026 Insider
MAPES CHRISTOPHER L was granted 43 shares
Director @ $288.45 ($12.4K)
Apr 20, 2026 SEC
Two corporate insiders at Nordson Corp sold shares worth $599K in the past week, including an open-market sale of $532K
CLUSTER — Impact 3/10
Inst.
JENNISON ASSOCIATES LLC — ADD
388,110 shares ($103.3M)

Price Targets

$319.13 +10.7% upside Buy
Current $288.21 Low $260.00 Median $331.50 High $345.00 8 analysts
$260.00 $345.00

Analyst Ratings

Buy69% buy · 16 analysts
3Strong Buy
8Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 27, 2026 DA Davidson MAINTAIN Buy → Buy
May 22, 2026 BNP Paribas MAINTAIN Neutral → Neutral
May 21, 2026 DA Davidson MAINTAIN Buy → Buy
Feb 24, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.06 ▲ +0.6% $2.83 — $3.13 12% YoY 8
Next Q $3.25 ▲ +1.2% $2.98 — $3.34 7% YoY 8
Current FY $11.47 $10.46 — $11.69 12% YoY 9
Next FY $12.43 ▲ +0.8% $11.58 — $12.76 8% YoY 9

Latest Reports

NEUTRAL 8-K 3/10
Nordson established a $1.2 billion commercial paper program on June 2, 2026, allowing the company to issue unsecured sho
Jun 3, 2026
BULLISH 8-K 7/10
Nordson reported a record second quarter with sales up 8% YoY to $741M and adjusted EPS up 18% to $2.86, exceeding the $
May 20, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.1B—
VANGUARD CAPITAL MANAGEMENT LLC$917.0M—
STATE STREET CORP$774.9M—
VANGUARD PORTFOLIO MANAGEMENT LLC$624.5M—
KAYNE ANDERSON RUDNICK INVESTMENT$544.1M—

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Hopgood DanielF$41.6K
May 1, 2026CLAYTON ANNETTEA$76.5K
Apr 30, 2026MAPES CHRISTOPHERA$12.4K
Apr 30, 2026DeFord JohnA$25.1K
Apr 17, 2026Subramanian SrinivasSELL$532.0K
50 institutional holders with $7.2B total value (26,938,978 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,950,176$1.1B14.6%—
2VANGUARD CAPITAL MANAGEMENT LLC3,446,691$917.0M12.8%—
3STATE STREET CORP2,903,884$774.9M10.8%—
4VANGUARD PORTFOLIO MANAGEMENT LLC2,347,402$624.5M8.7%—
5KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,045,115$544.1M7.6%—
6MORGAN STANLEY1,440,493$383.3M5.3%—
7Invesco Ltd.959,896$255.4M3.6%—
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/934,407$254.9M3.6%—
9FMR LLC813,416$216.4M3.0%—
10GOLDMAN SACHS GROUP INC640,128$170.3M2.4%—
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC483,811$128.7M1.8%—
12DIMENSIONAL FUND ADVISORS LP453,962$120.8M1.7%—
13WELLS FARGO & COMPANY/MN419,726$111.7M1.6%—
14JENNISON ASSOCIATES LLC388,110$103.3M1.4%ADD +53.8%
15AMERIPRISE FINANCIAL INC344,522$91.7M1.3%DOUBLED +266.7%
16JOHNSON INVESTMENT COUNSEL INC306,287$81.5M1.1%—
17Boston Trust Walden Corp301,761$80.3M1.1%—
18VANGUARD FIDUCIARY TRUST CO298,075$79.3M1.1%—
19RAYMOND JAMES FINANCIAL INC297,219$78.9M1.1%—
20ROYAL BANK OF CANADA275,765$73.4M1.0%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JENNISON ASSOCIATES LLCADD252,353388,110+53.8%$103.3M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED93,956344,522+266.7%$91.7M2026-Q1
BANK OF AMERICA CORP /DE/TRIM306,038216,252-29.3%$57.5M2026-Q1
Nuveen, LLCADD132,808202,765+52.7%$53.9M2026-Q1
FIL LtdADD100,582128,732+28.0%$34.3M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED1,77363,826+3499.9%$17.0M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED21,67748,835+125.3%$13.0M2026-Q1
FIRST TRUST ADVISORS LPADD26,17248,796+86.4%$13.0M2026-Q1
Korea Investment CORPADD28,71348,169+67.8%$12.8M2026-Q1
NOMURA HOLDINGS INCDOUBLED1,06048,081+4435.9%$12.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED18,20047,200+159.3%$12.6M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED5,15544,647+766.1%$11.9M2026-Q1
PRUDENTIAL FINANCIAL INCADD31,98841,532+29.8%$11.1M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED7,20540,285+459.1%$10.7M2026-Q1
Assenagon Asset Management S.A.ADD18,22136,160+98.5%$9.6M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD26,23834,540+31.6%$9.2M2026-Q1
NATIXISDOUBLED10,87433,379+207.0%$8.9M2026-Q1
Jain Global LLCDOUBLED1,99232,749+1544.0%$8.7M2026-Q1
LAZARD ASSET MANAGEMENT LLCNEAR_EXIT156,64431,100-80.1%$8.3M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM40,05528,850-28.0%$7.7M2026-Q1
Swiss Life Asset Management LtdDOUBLED4,08627,884+582.4%$7.4M2026-Q1
Cresset Asset Management, LLCTRIM39,28823,593-39.9%$6.3M2026-Q1
Mariner, LLCDOUBLED11,21923,197+106.8%$6.2M2026-Q1
TORONTO DOMINION BANKADD17,82923,010+29.1%$6.1M2026-Q1
Tredje AP-fondenTRIM83,96121,103-74.9%$5.6M2026-Q1
11 unique insiders with 18 transactions. Net insider value: -$824.3K ($0.00 bought, $824.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Hopgood Daniel RoyEVP, CFOTAX W/H148$281.31$41.6K
May 1, 2026CLAYTON ANNETTE KDirectorAWARD270$283.20$76.5K
Apr 30, 2026MAPES CHRISTOPHER LDirectorAWARD43$288.45$12.4K
Apr 30, 2026DeFord John ADirectorAWARD87$288.45$25.1K
Apr 17, 2026Subramanian SrinivasExecutive Vice PresidentSELL1,900$280.00$532.0K
Apr 17, 2026Subramanian SrinivasExecutive Vice PresidentEXERCISE1,900$107.65$204.5K
Apr 16, 2026DeVries James EExecutive Vice PresidentTAX W/H71$275.28$19.5K
Apr 15, 2026Morris Milton MayoDirectorSELL245$273.87$67.1K
Apr 8, 2026Hall Justin EEVPSELL716$275.82$197.5K
Feb 27, 2026Siddiqui SarahEVP, CHROTAX W/H30$293.44$8.8K
Feb 24, 2026Kelley Joseph PExecutive Vice PresidentSELL1$291.49$291.49
Feb 24, 2026Kelley Joseph PExecutive Vice PresidentEXERCISE6,295$293.07$1.8M
Feb 24, 2026NAGARAJAN SUNDARAMPresident and CEOEXERCISE41,800$165.21$6.9M
Feb 23, 2026Kelley Joseph PExecutive Vice PresidentSELL95$289.11$27.5K
Feb 23, 2026Kelley Joseph PExecutive Vice PresidentEXERCISE15,022$289.32$4.3M
Jan 30, 2026DeFord John ADirectorAWARD91$274.53$25.0K
Jan 30, 2026MAPES CHRISTOPHER LDirectorAWARD45$274.53$12.4K
Dec 29, 2025DeVries James EExecutive Vice PresidentGIFT1,247——
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
NEUTRAL 8-K 3/10
Nordson established a $1.2 billion commercial paper program on June 2, 2026, allowing the company to
Jun 3, 2026
BULLISH 8-K 7/10
Nordson reported a record second quarter with sales up 8% YoY to $741M and adjusted EPS up 18% to $2
May 20, 2026
NEUTRAL CLUSTER 3/10
Two corporate insiders at Nordson Corp sold shares worth $599K in the past week, including an open-m
Apr 20, 2026
NEUTRAL CLUSTER 2/10
Two Nordson Corp insiders sold shares within a 7-day window, including an EVP selling $197K worth an
Apr 16, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (69% buy). Based on 16 analysts: 3 strong buy, 8 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$319.13 mean target +10.7% upside Buy (3.00)
$260.00 Low $345.00 High
MetricValue
Current Price$288.21
Target Low$260.00
Target Mean$319.13
Target Median$331.50
Target High$345.00
# Analysts8
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
 $3.06 $2.83 $3.13 12.1% +0.6% 6↑ 1↓ $0.8B 5.1% 8
Next Q
2026-10-31
 $3.25 $2.98 $3.34 7.2% +1.2% 7↑ 1↓ $0.8B 5.6% 8
Current FY
2026-10-31
 $11.47 $10.46 $11.69 12.0% +0.2% 7↑ 2↓ $3.0B 6.8% 9
Next FY
2027-10-31
 $12.43 $11.58 $12.76 8.4% +0.8% 8↑ 1↓ $3.1B 5.2% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.060
7d ago$3.023+0.037
30d ago$3.042+0.018
60d ago$3.042+0.018
90d ago$3.038+0.022
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 27, 2026 DA Davidson MAINTAIN Buy Buy
May 22, 2026 BNP Paribas MAINTAIN Neutral Neutral
May 21, 2026 DA Davidson MAINTAIN Buy Buy
Feb 24, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 23, 2026 DA Davidson MAINTAIN Buy Buy
Feb 20, 2026 Baird MAINTAIN Neutral Neutral
Feb 19, 2026 DA Davidson MAINTAIN Buy Buy
Feb 19, 2026 Keybanc MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263850069%
May 1, 20263760063%
Apr 1, 20263760063%
Mar 1, 20263960067%
Feb 1, 20263960067%
Jan 1, 20263960067%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
earnings_calendar
NDSN Q2 2026 Earnings After Market Close — 2026-05-20
May 18, 2026
dark_pool
Dark Pool: NDSN — 0.7M shares, 35,447 trades
Week starting 2026-05-18. Total ATS volume: 712,996 shares across 35,447 trades.
May 11, 2026
dark_pool
Dark Pool: NDSN — 0.5M shares, 29,880 trades
Week starting 2026-05-11. Total ATS volume: 463,267 shares across 29,880 trades.
May 4, 2026
dark_pool
Dark Pool: NDSN — 0.4M shares, 25,456 trades
Week starting 2026-05-04. Total ATS volume: 383,179 shares across 25,456 trades.
Apr 27, 2026
dark_pool
Dark Pool: NDSN — 0.4M shares, 27,927 trades
Week starting 2026-04-27. Total ATS volume: 407,182 shares across 27,927 trades.
Apr 23, 2026
short_interest
FTD: NDSN — 4,870 shares ($1.4M) failed to deliver
Settlement: 20260423, Price: $279.45, FTD Value: $1,360,921.5, NORDSON CORP
Apr 21, 2026
short_interest
FTD: NDSN — 4,588 shares ($1.3M) failed to deliver
Settlement: 20260421, Price: $283.08, FTD Value: $1,298,771.04, NORDSON CORP
Apr 20, 2026
dark_pool
Dark Pool: NDSN — 0.4M shares, 21,982 trades
Week starting 2026-04-20. Total ATS volume: 392,369 shares across 21,982 trades.
Apr 13, 2026
dark_pool
Dark Pool: NDSN — 0.5M shares, 28,524 trades
Week starting 2026-04-13. Total ATS volume: 461,510 shares across 28,524 trades.
Apr 6, 2026
dark_pool
Dark Pool: NDSN — 0.5M shares, 24,175 trades
Week starting 2026-04-06. Total ATS volume: 486,228 shares across 24,175 trades.
Mar 30, 2026
dark_pool
Dark Pool: NDSN — 0.5M shares, 22,390 trades
Week starting 2026-03-30. Total ATS volume: 450,171 shares across 22,390 trades.
Mar 23, 2026
dark_pool
Dark Pool: NDSN — 0.3M shares, 19,517 trades
Week starting 2026-03-23. Total ATS volume: 280,090 shares across 19,517 trades.
Mar 16, 2026
dark_pool
Dark Pool: NDSN — 0.3M shares, 20,262 trades
Week starting 2026-03-16. Total ATS volume: 349,169 shares across 20,262 trades.
Mar 9, 2026
dark_pool
Dark Pool: NDSN — 0.4M shares, 22,199 trades
Week starting 2026-03-09. Total ATS volume: 395,400 shares across 22,199 trades.
Mar 2, 2026
dark_pool
Dark Pool: NDSN — 0.4M shares, 20,524 trades
Week starting 2026-03-02. Total ATS volume: 395,930 shares across 20,524 trades.