Nordson Corporation (NDSN) reported first-quarter fiscal 2026 results, with revenue of $669.5 million, up 8.8% year over year and about $2.9 million above the consensus estimate of $666.5 million.
Cash flow and balance-sheet items showed mixed movement:
On estimates, diluted EPS of $2.38 came slightly below the consensus estimate of $2.42, while revenue modestly exceeded the outlook.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nordson Corporation Insider Trading Activity
Nordson Corporation insiders have traded $NDSN stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NDSN stock by insiders over the last 6 months:
- JAMES E DEVRIES (Executive Vice President) sold 9,100 shares for an estimated $2,125,760
- JOSEPH P KELLEY (Executive Vice President) sold 2,200 shares for an estimated $528,000
- MILTON MAYO MORRIS sold 265 shares for an estimated $61,215
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nordson Corporation Hedge Fund Activity
We have seen 296 institutional investors add shares of Nordson Corporation stock to their portfolio, and 339 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC removed 1,142,790 shares (-87.9%) from their portfolio in Q4 2025, for an estimated $274,760,999
- VAN ECK ASSOCIATES CORP removed 721,578 shares (-97.1%) from their portfolio in Q4 2025, for an estimated $173,488,998
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 659,205 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $158,492,658
- M&T BANK CORP added 581,139 shares (+10127.9%) to their portfolio in Q4 2025, for an estimated $139,723,249
- JENNISON ASSOCIATES LLC added 212,876 shares (+539.2%) to their portfolio in Q4 2025, for an estimated $51,181,776
- NATIXIS ADVISORS, LLC removed 211,732 shares (-89.6%) from their portfolio in Q4 2025, for an estimated $50,906,724
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 199,192 shares (-8.1%) from their portfolio in Q4 2025, for an estimated $47,891,732
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nordson Corporation Government Contracts
We have seen $93,816 of award payments to $NDSN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Nordson Corporation Analyst Ratings
Wall Street analysts have issued reports on $NDSN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 12/11/2025
To track analyst ratings and price targets for Nordson Corporation, check out Quiver Quantitative's $NDSN forecast page.
Nordson Corporation Price Targets
Multiple analysts have issued price targets for $NDSN recently. We have seen 4 analysts offer price targets for $NDSN in the last 6 months, with a median target of $282.5.
Here are some recent targets:
- Michael Halloran from Baird set a target price of $275.0 on 12/12/2025
- Matthew Summerville from DA Davidson set a target price of $290.0 on 12/12/2025
- Jeffrey D. Hammond from Keybanc set a target price of $295.0 on 12/11/2025
- Christopher Glynn from Oppenheimer set a target price of $275.0 on 08/25/2025
