Nordson Corporation (NDSN) reported record fiscal third-quarter sales of $817.7 million for the quarter ended July 31, 2026, up 10% from $741.5 million a year earlier. Net income rose to $152.8 million from $125.8 million, while diluted earnings per share increased to $2.73 from $2.22.
The company increased its fiscal 2026 outlook, projecting sales of $3.035 billion to $3.075 billion and adjusted diluted earnings per share of $11.80 to $12.00.
- Third-quarter organic sales increased approximately 12%.
- Backlog rose 35% from the prior year.
- Industrial Precision Solutions sales were $367 million, up 5%.
- Medical and Fluid Solutions sales were $231 million, up 5%.
- Advanced Technology Solutions sales were $220 million, up 28%.
$NDSN Insider Trading Activity
$NDSN insiders have traded $NDSN stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $NDSN stock by insiders over the last 6 months:
- SUNDARAM NAGARAJAN (President and CEO) sold 41,800 shares for an estimated $12,258,268
- JOSEPH P KELLEY (Executive Vice President) has made 0 purchases and 41 sales selling 31,777 shares for an estimated $9,226,064.
- SRINIVAS SUBRAMANIAN (Executive Vice President) has made 0 purchases and 2 sales selling 3,100 shares for an estimated $868,000.
- JUSTIN E HALL (EVP) sold 716 shares for an estimated $197,487
- MILTON MAYO MORRIS sold 245 shares for an estimated $67,098
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NDSN Hedge Fund Activity
We have seen 378 institutional investors add shares of $NDSN stock to their portfolio, and 343 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 684,866 shares (+inf%) to their portfolio in Q2 2026, for an estimated $206,617,223
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 487,672 shares (+inf%) to their portfolio in Q2 2026, for an estimated $147,125,765
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 454,638 shares (-48.7%) from their portfolio in Q2 2026, for an estimated $137,159,738
- MILLENNIUM MANAGEMENT LLC removed 405,106 shares (-57.1%) from their portfolio in Q2 2026, for an estimated $122,216,429
- GEODE CAPITAL MANAGEMENT, LLC added 363,355 shares (+23.5%) to their portfolio in Q2 2026, for an estimated $109,620,569
- INVESCO LTD. added 358,677 shares (+37.4%) to their portfolio in Q2 2026, for an estimated $108,209,264
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 331,495 shares (-16.2%) from their portfolio in Q2 2026, for an estimated $100,008,726
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
