NDSN
NORDSON CORP
$283.05
+2.48%
$15.4B
No data for this timeframe.
Vol
Market Cap$15.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (63%)
Inst. Holders8 funds
Inst. Value$2.6B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$824.3K
SEC Reports3
Exchange Nasdaq·Sector General Industrial Machinery & Equipment, NEC·Inc. OH·CIK 0000072331·Prev Close $276.20
Recent Activity
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 sold 270 shares
Director @ $283.20 ($76.5K)
Apr 30, 2026
Insider
MAPES CHRISTOPHER L sold 43 shares
Director @ $288.45 ($12.4K)
Apr 30, 2026
Insider
DeFord John A sold 87 shares
Director @ $288.45 ($25.1K)
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
Apr 16, 2026
SEC
Two Nordson Corp insiders sold shares within a 7-day window, including an EVP selling $197K worth and a director selling
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
797,129 shares ($191.7M)
Price Targets
$310.50
+9.7% upside
Buy
Current $283.05
Low $240.00
Median $325.00
High $335.00
8 analysts
$240.00
$335.00
Analyst Ratings
3Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.04 ▼ -0.6% | $2.99 — $3.11 | 11% YoY | 8 |
| Next Q | $3.22 ▲ +3.1% | $3.12 — $3.32 | 6% YoY | 8 |
| Current FY | $11.46 | $11.30 — $11.65 | 12% YoY | 9 |
| Next FY | $12.34 | $11.97 — $12.70 | 8% YoY | 9 |
Latest Reports
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
NEUTRAL
CLUSTER
3/10
Two corporate insiders at Nordson Corp sold shares worth $599K in the past week, including an open-market sale of $532K
Apr 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.5B | — |
| MORGAN STANLEY | $380.5M | — |
| FMR LLC | $219.4M | — |
| NORGES BANK | $191.7M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $114.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | CLAYTON ANNETTE | A | $76.5K |
| Apr 30, 2026 | MAPES CHRISTOPHER | A | $12.4K |
| Apr 30, 2026 | DeFord John | A | $25.1K |
| Apr 17, 2026 | Subramanian Srinivas | SELL | $532.0K |
| Apr 17, 2026 | Subramanian Srinivas | M | $204.5K |
8 institutional holders with $2.6B total value (10,855,019 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,257,600 | $1.5B | 57.6% | — |
| 2 | MORGAN STANLEY | 1,582,637 | $380.5M | 14.6% | — |
| 3 | FMR LLC | 912,558 | $219.4M | 8.4% | — |
| 4 | NORGES BANK | 797,129 | $191.7M | 7.3% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 476,346 | $114.5M | 4.4% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 429,211 | $103.2M | 4.0% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 306,038 | $73.6M | 2.8% | ADD +31.0% |
| 8 | TWO SIGMA INVESTMENTS, LP | 93,500 | $22.5M | 0.9% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 797,129 | — | $191.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 233,683 | 306,038 | +31.0% | $73.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 93,500 | — | $22.5M | 2025-Q4 |
| NORGES BANK | EXIT | 649,427 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 649,427 | — | $139.2M | 2025-Q2 |
| UBS Group AG | DOUBLED | 216,894 | 508,912 | +134.6% | $109.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 2,288 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 2,288 | — | $461.5K | 2025-Q1 |
| NORGES BANK | EXIT | 681,848 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 54,314 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 159,957 | 249,425 | +55.9% | $52.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 26,844 | 62,793 | +133.9% | $13.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 54,314 | — | $11.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 452,355 | — | $118.8M | 2024-Q3 |
10 unique insiders with 5 transactions. Net insider value: -$824.3K ($0.00 bought, $824.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | CLAYTON ANNETTE K | Director | A | 270 | $283.20 | $76.5K |
| Apr 30, 2026 | MAPES CHRISTOPHER L | Director | A | 43 | $288.45 | $12.4K |
| Apr 30, 2026 | DeFord John A | Director | A | 87 | $288.45 | $25.1K |
| Apr 17, 2026 | Subramanian Srinivas | Executive Vice President | SELL | 1,900 | $280.00 | $532.0K |
| Apr 17, 2026 | Subramanian Srinivas | Executive Vice President | M | 1,900 | $107.65 | $204.5K |
| Apr 17, 2026 | Subramanian Srinivas | Executive Vice President | M | 1,900 | $280.00 | $532.0K |
| Apr 16, 2026 | DeVries James E | Executive Vice President | F | 71 | $275.28 | $19.5K |
| Apr 15, 2026 | Morris Milton Mayo | Director | SELL | 245 | $273.87 | $67.1K |
| Apr 8, 2026 | Hall Justin E | EVP | SELL | 716 | $275.82 | $197.5K |
| Feb 27, 2026 | Siddiqui Sarah | EVP, CHRO | F | 30 | $293.44 | $8.8K |
| Feb 24, 2026 | Kelley Joseph P | Executive Vice President | SELL | 1 | $291.49 | $291.49 |
| Feb 24, 2026 | Kelley Joseph P | Executive Vice President | M | 6,295 | $293.07 | $1.8M |
| Feb 24, 2026 | NAGARAJAN SUNDARAM | President and CEO | M | 41,800 | $165.21 | $6.9M |
| Feb 24, 2026 | NAGARAJAN SUNDARAM | President and CEO | M | 41,800 | $293.26 | $12.3M |
| Feb 23, 2026 | Kelley Joseph P | Executive Vice President | SELL | 95 | $289.11 | $27.5K |
| Feb 23, 2026 | Kelley Joseph P | Executive Vice President | M | 15,022 | $289.32 | $4.3M |
| Jan 30, 2026 | DeFord John A | Director | A | 91 | $274.53 | $25.0K |
| Jan 30, 2026 | MAPES CHRISTOPHER L | Director | A | 45 | $274.53 | $12.4K |
| Dec 29, 2025 | DeVries James E | Executive Vice President | G | 1,247 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
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 (63% buy). Based on 16 analysts: 3 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$310.50 mean target
+9.7% upside
Buy (1.89)
$240.00 Low
$335.00 High
| Metric | Value |
|---|---|
| Current Price | $283.05 |
| Target Low | $240.00 |
| Target Mean | $310.50 |
| Target Median | $325.00 |
| Target High | $335.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.89) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$3.04 | $2.99 | $3.11 | 11.4% | -0.6% | 1↑ 0↓ | $0.8B | 3.5% | 8 |
| Next Q 2026-10-31 |
$3.22 | $3.12 | $3.32 | 6.4% | +3.1% | 0↑ 1↓ | $0.8B | 4.3% | 8 |
| Current FY 2026-10-31 |
$11.46 | $11.30 | $11.65 | 11.9% | +0.1% | 0↑ 1↓ | $3.0B | 5.7% | 9 |
| Next FY 2027-10-31 |
$12.34 | $11.97 | $12.70 | 7.6% | +0.0% | 0↑ 1↓ | $3.1B | 4.9% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.042 | |
| 7d ago | $3.061 | -0.019 |
| 30d ago | $3.061 | -0.019 |
| 60d ago | $3.042 | +0.000 |
| 90d ago | $2.998 | +0.044 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
| Dec 12, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Dec 12, 2025 | Baird | MAINTAIN | Neutral | Neutral |
| Dec 11, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Dec 11, 2025 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Mar 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% | |
| Jan 1, 2026 | 3 | 9 | 6 | 0 | 0 | 67% |
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
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
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Week starting 2026-04-20. Total ATS volume: 392,369 shares across 21,982 trades.
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Week starting 2026-04-13. Total ATS volume: 461,510 shares across 28,524 trades.
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Week starting 2026-04-06. Total ATS volume: 486,228 shares across 24,175 trades.
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Week starting 2026-03-30. Total ATS volume: 450,171 shares across 22,390 trades.
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Week starting 2026-03-23. Total ATS volume: 280,090 shares across 19,517 trades.
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Week starting 2026-03-16. Total ATS volume: 349,169 shares across 20,262 trades.
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Week starting 2026-03-09. Total ATS volume: 395,400 shares across 22,199 trades.
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Week starting 2026-03-02. Total ATS volume: 395,930 shares across 20,524 trades.
Feb 23, 2026
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Week starting 2026-02-23. Total ATS volume: 653,788 shares across 26,229 trades.
Feb 16, 2026
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Week starting 2026-02-16. Total ATS volume: 645,572 shares across 26,439 trades.
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Week starting 2026-02-09. Total ATS volume: 821,519 shares across 29,304 trades.