DailyIQ
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NDSN·Nordson Corporation

$327.77
-2.81 (-0.85%)
High
$330.47
Open
$330.10
Market Cap
18.13B
52W High
$339.12
Low
$327.54
P. Close
$327.77
P/E
32.65
52W Low
$223.29
Fwd P/E
25.46
DailyIQ Est.
$355.60
Inst. Ownership
37.7%
Short Interest
2.63%
Days to Cover
3.9
Div. Yield
1.03%
Next Ex-Div
~Dec 9
Div. Growth
38+ yrs
Technical Score (1D)
91
BULLISH
News Sentiment
70
BULLISH
NDSN is a momentum leader on the 1D chart: a Technical Score of 91 with strong momentum and strong trend strength. The score ranks stocks against each other, so a reading this high says Nordson Corporation has been one of the stronger performers in the universe, not that it is overbought. Sentiment at 70 is aligned with that strength. $317.22 is the level to watch on any dip, and $353.57 is the next upside reference beyond $343.66. DailyIQ's indicator breakdown shows how individual readings such as RSI (neutral range) and MACD (bullish) look right now. Those readings are context only and do not feed the Technical Score, which ranks NDSN's momentum against the rest of the universe.
LOW TARGET
$282 -14.0%
2 analysts
MEAN TARGET
$350 +6.7%
10 analysts
HIGH TARGET
$375 +14.4%
5 analysts
PRICE RANGE
$282.00 - $375.00
SB / B / H / S / SS
3/6/6/1/1
DAILYIQ EST.
$355.60 (+8.5%)
Sector
Industrials
Industry
Specialty Industrial Machinery
Exchange
NMS
Country
United States
Symbol
NDSN
Description
Nordson Corporation is a global manufacturer specializing in precision technologies for fluid management and material application across diverse industries. The company's core business revolves around designing and producing systems that dispense, apply, and control adhesives, coatings, and other fluids, along with related components. Nordson operates through three primary segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions, each offering specialized products for specific applications. These solutions range from automated dispensing systems for manufacturing to medical components and testing technologies used in semiconductors. Nordson distributes its products globally through a combination of direct sales, distributors, and sales representatives, providing a comprehensive approach to serving its customer base.
Bought (1Y)
0 shares
$0
Sold (1Y)
2,969 shares
$953K
Rutledge Joseph MVP, CAO
Sell684 shares2026-09-15
Morris Milton Mayo-
Sell156 shares2026-09-02
Hall Justin EEVP
Tax Withholding118 shares2026-09-01
MCDONOUGH JENNIFER LEVP, GC, and Secretary
Sell260 shares2026-08-27
Hopgood Daniel RoyEVP, CFO
Sell1,329 shares2026-08-26
74/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
55.2%
Net Margin
17.4%
Revenue CAGR
5.5%
Current Ratio
1.64x
Debt / Equity
0.66x
Return on Equity
15.9%
Earnings Summary
Nordson Corporation is a global manufacturer of precision fluid management and material application technologies, serving industrial, medical, and advanced technology markets through its Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions segments. The company’s products include automated dispensing systems, medical components, and semiconductor testing technologies, positioning it within the specialty industrial machinery sector. In the most recent quarters, Nordson’s revenue grew from $615.4 million in Q4 2024 to $682.9 million in Q1 2025 and further to $741.5 million in Q2 2025, reflecting a steady 10–12% year‑over‑year increase; EPS followed a similar trajectory, rising from $2.06 to $2.42 and then to $2.73, with the company consistently beating analyst estimates in each of the last four quarters. Historically, Nordson has maintained double‑digit revenue growth while EPS has trended upward, with a notable pattern of revenue beats even when EPS margins have tightened slightly, indicating resilient top‑line performance amid cost pressures. Forward‑looking watch points include monitoring the next quarterly cash‑flow release for signs of continued strength, paying close attention to any revisions to guidance that could signal changes in growth expectations, and watching for management’s discussion of execution risks or margin initiatives, as these factors will directly influence the valuation narrative and investor sentiment.

EPS

EstBeatMiss
$2.24$2.52$2.81$3.10$3.38Q2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$3.09$3.25+5.0%
Q2'26$2.85$2.86+0.5%
Q1'26$2.42$2.37-2.2%
Q3'25$2.93$3.03+3.4%
Q2'25$2.64$2.73+3.5%

Revenue

EstBeatMiss
$644M$693M$742M$791M$840MQ2'25Q3'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$796M$818M+2.8%
Q2'26$743M$741M-0.3%
Q1'26$667M$669M+0.4%
Q3'25 - $752M -
Q2'25 - $742M -

Market Data

NDSN Stock Snapshot

BULLISH91/100
$327.77−$2.81 (0.9%)
Market cap
18.13B
P/E ratio
32.6
Day range
$327.54 – $330.47
News sentiment
70/100 · Bullish
Analyst target
$349.71 (+6.7%)
Consensus
Buy · 17 analysts
52-week range+46.8% off low · -3.3% from high
$223.29$339.12
Price $327.77 DailyIQ Est. $355.60

Trend, momentum and range position line up bullish on NDSN at the moment. Sector peers are worth watching - large caps in Industrials tend to move together on rotation.

Reverse DCF

What growth is priced into NDSN?

RICH

At today's price, Nordson Corporation needs to grow free cash flow about 21.3% a year for the next 10 years to justify its valuation at a 9.56% cost of capital. Over its actual history it has compounded free cash flow at 10.3% a year, so the market is asking for 11.0 percentage points above its own delivered rate. On that basis NDSN looks priced above what its own growth record supports.

Implied FCF growth
21.3%
Historical FCF CAGR
10.3%
Growth gap
+11.0 pts
Verdict
RICH
Discount rate (WACC)
9.56%
Beta
0.98

Behaviour On Record

What NDSN's own history says about today's numbers

Realized volatility (21d)
12.7% 5th pct
Below its peak
-1.4%
vs 200-day average
+14.0%
Up days (1y)
57%

Nordson Corporation is currently running 12.7% annualised volatility over the last 21 sessions. Measured against NDSN's own 13 years of daily returns rather than a market-wide average, that is the 5th percentile — unusually subdued by its own history, against a typical reading of 21.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

NDSN is trading -1.4% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -20.9%, and the deepest was -44.4% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +14.0% from its 200-day moving average. Against every other day in its history, that gap ranks at the 80th percentile — a wider gap than this stock usually carries. Over the past year NDSN closed higher on 57% of sessions, and it is currently 3 sessions into a rising streak.

On October specifically: over 13 years of records, NDSN finished the month higher 9 of 13 times, with a median return of +1.5% and an average of +2.0%. Its strongest month historically has been November at +3.1% on average, its weakest March at -1.0%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: NDSN has opened more than 2% away from the prior close in 93 of 3,267 sessions (2.8% of the time), with the largest gaps running +7.1% and -14.5%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, NDSN moved an average of 2.7% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.9% and a largest of +5.3%.

All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-13, split-adjusted, recomputed daily. Percentiles are against NDSN's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of NDSN's sector?

Nordson Corporation sits in the Industrials sector, currently ranked 8th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#8 of 12
Sector state
Improving
Sector rotation score
45

Options Market

What is the options market pricing for NDSN?

CallsPuts

For Nordson Corporation's nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.06), with at-the-money implied volatility around 37.2%. The options market is pricing roughly a ±2.3% move by that expiry — a range of about $321.01–$335.95.

Put/call ratio (2026-10-16)
0.06
ATM implied volatility
37.2%
Total open interest
962
Expected move by 2026-10-16
±2.3% ($321.01–$335.95)

Analyst Rating Changes

Are analysts turning bullish or bearish on NDSN?

DA Davidson most recently reiterated its rating on Nordson Corporation to Buy on Aug 24, 2026 with a price target of $375 (from $345). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
DA Davidson — Buy
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Aug 24, 2026DA DavidsonMaintainedBuy$345 → $375
Aug 21, 2026OppenheimerMaintainedOutperform$335 → $370
Aug 21, 2026BairdMaintainedNeutral$328 → $351
Aug 20, 2026DA DavidsonMaintainedBuy$345
Aug 20, 2026KeybancMaintainedOverweight$335 → $360
May 29, 2026OppenheimerMaintainedOutperform$325 → $335
May 27, 2026DA DavidsonMaintainedBuy$335 → $345
May 22, 2026BNP ParibasMaintainedNeutral$285 → $290
May 21, 2026DA DavidsonMaintainedBuy$335
Feb 24, 2026OppenheimerMaintainedOutperform$285 → $325
Feb 23, 2026DA DavidsonMaintainedBuy$290 → $335
Feb 20, 2026BairdMaintainedNeutral$278 → $314

Peers & ETF holders

NDSN peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

70/100
Strong NegativeNeutralStrong Positive
BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
Nordson Corporation (NDSN) reported robust growth in its Medical and Fluid Solutions segment, with organic sales rising 11% year‑over‑year in the third quarter of fiscal 2026. The company also saw a 31% increase in organic sales for its Advanced Technology Solutions segment, driven by demand for electronics dispense and test & inspection products. NDSN’s diversified business structure and focus on operational excellence are positioned to sustain this momentum across end markets.
What did this article say?
The article compares Nordson (NDSN) and Mueller Water Products (MWA) for value investors, noting both have a Zacks Rank of #2 (Buy) and positive earnings estimate revisions. It explains that value investors evaluate companies using Zacks Rank and Style Scores, focusing on valuation metrics such as price-to-earnings and free cash flow. The piece highlights that while both firms show improving outlooks, the analysis does not indicate a material change or catalyst for either stock. The comparison serves as a guide for investors seeking undervalued industrial stocks rather than announcing new developments.
What did this article say?
The article critiques Nordson Corporation (NDSN) for its cash-generating ability that is not translating into growth, citing underperforming core business and disappointing organic revenue over the past two years. Analysts point to a projected 6.4% sales growth that signals uncertain demand and diminishing capital returns, suggesting the company’s profit pools are eroding. The piece concludes that NDSN’s valuation at 25.7x forward P/E may be overstated given these challenges, and recommends investors consider alternative opportunities.
What did this article say?
Nordson Corp. increased its quarterly dividend from 82 cents to 94 cents per share, extending its 27‑year record of dividend growth. The company’s precision dispensing equipment serves high‑value sectors such as semiconductor packaging, medical devices, and electronics manufacturing, providing a stable customer base. The dividend hike reflects Nordson’s solid earnings and cash flow, reinforcing its reputation as a reliable income play for long‑term investors.
What did this article say?
Nordson (NDSN) is positioned to benefit from the long‑term growth of the semiconductor industry as chipmakers shift toward 2.5D and 3D packaging. The company’s core offerings—conformal coating, plasma surface treatment, precision dispensing, and inspection technologies—align closely with the needs of advanced packaging. Analysts view this alignment as a mild tailwind that could support incremental revenue growth, though the impact is not yet material or transformative.
What did this article say?
Nordson’s shares had risen sharply over the past years, prompting a valuation review. The company introduced the ASYMTEK Vantage XL, targeting advanced semiconductor packaging for AI and automotive electrification. Analysts view the new product as a potential catalyst for stronger future cash flows if it gains widespread adoption. The market reaction reflected optimism about the device’s commercial prospects.
What did this article say?
Nordson (NDSN) reported record fiscal Q3 2026 earnings, driven by robust demand in semiconductor packaging and electronics manufacturing. The company also lifted its full‑year guidance, reflecting confidence in continued growth of its Advanced Technology Solutions segment. While the stock experienced a modest 3.75% pullback, it remains above recent highs and near its fair‑value estimate. The positive earnings surprise and upward guidance suggest a favorable outlook, though valuation remains a consideration for potential entry points.
What did this article say?
Nordson Corporation (NDSN) has maintained a strong competitive edge in the specialty industrial machinery sector, with a diversified product portfolio and global footprint across 35 countries. The company’s stock recently fell 5.7% from its 52‑week high but has still outperformed the State Street Industrial Select Sector SPDR ETF (XLI) over the past three months, rising 8.3% versus XLI’s 6.3% decline. This performance reflects robust demand for Nordson’s adhesive, coating, and polymer dispensing solutions, particularly in electronics and automotive applications.
What did this article say?
Nordson (NDSN) has introduced the ASYMTEK Vantage XL, a fluid dispensing system designed for larger panel formats in advanced semiconductor packaging. The new platform extends Nordson’s existing Vantage line, offering higher accuracy, throughput, and process control that align with the demands of high‑performance computing and AI‑driven chip manufacturing. By targeting next‑generation packaging, the product positions NDSN to capture a growing segment of the semiconductor supply chain and diversify its revenue base.
What did this article say?
Nordson (NDSN) delivered a solid third‑quarter fiscal 2026, posting adjusted earnings of $3.25 per share, 5.2% above consensus, and revenues of $817.67 million, 5.0% above estimates. Organic growth across all three segments accelerated, with Advanced Technology Solutions leading a 10.3% revenue rise. Backlog expanded 35% year‑over‑year, underscoring robust order momentum. The results suggest a healthy operating trajectory, though the company’s guidance remains unchanged, leaving room for upside if momentum persists.

Technical Analysis

Real-time indicators across multiple timeframes

91
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $5.84B combined position · 14 adding, 10 trimming, 1 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▲ Buy6,257,60011.39%$1.50B2026-01-29
BlackRock, Inc.▲ Buy4,138,1797.53%$1.25B2026-08-07
Geode Capital Management, LLC▲ Buy1,906,4253.47%$573.45M2026-08-12
Morgan Stanley▼ Sell1,418,1552.58%$427.84M2026-08-13
Invesco Ltd.▲ Buy1,318,5732.40%$397.80M2026-08-14
FMR LLC (Fidelity)▲ Buy840,3951.53%$253.54M2026-08-13
Norges Bank▼ Sell715,0421.30%$215.72M2026-08-12
JPMorgan Chase & Co▲ Buy684,8661.25%$207.64M2026-08-12
Goldman Sachs Group Inc▼ Sell636,3391.16%$191.98M2026-08-14
Northern Trust Corp▲ Buy531,7790.97%$160.43M2026-08-13
Wells Fargo & Company▼ Sell392,0740.71%$118.28M2026-08-14
AQR Capital Management LLC▲ Buy325,1120.59%$98.01M2026-08-14
Millennium Management LLC▼ Sell303,8900.55%$91.68M2026-08-14
Gotham Asset Management, LLC▲ Buy282,9290.51%$85.36M2026-08-14
Bank of America Corp▲ Buy248,6260.45%$75.01M2026-08-14
Schonfeld Strategic Advisors LLC▲ Buy131,1410.24%$39.56M2026-08-14
Prudential Financial Inc▲ Buy113,1950.21%$34.15M2026-08-12
Neuberger Berman Group LLC▼ Sell99,2070.18%$29.93M2026-08-13
Citigroup Inc▲ Buy91,1530.17%$27.50M2026-08-03
AllianceBernstein L.P.▲ Buy55,0870.10%$14.66M2026-08-14
Adage Capital Partners GP, L.L.C.• Hold47,2000.09%$14.24M2026-08-14
Citadel Advisors LLC▼ Sell38,5280.07%$11.62M2026-09-02
Two Sigma Investments, LP▼ Sell31,9960.06%$9.65M2026-08-14
Ancora Advisors LLC▼ Sell26,9210.05%$8.12M2026-08-14
ExodusPoint Capital Management, LP▼ Sell17,3420.03%$5.23M2026-08-14
Q2 2026 flow:1.43M sh bought ($430.49M)730.0K sh sold ($220.23M)net +697.9K sh (+$210.26M)
Congressional Trading Activity
5 disclosed trades · ~$40.0K est. traded value · 1 buys, 4 sells
MemberChamberStateTypeAmountTradedFiled
Rob BresnahanHousePA08▼ Sell$1K - $15K2025-04-082025-05-08
Rob BresnahanHousePA08▼ Sell$1K - $15K2025-02-252025-03-27
Tommy TubervilleSenateAL▼ Sell$1K - $15K2024-05-032026-08-05
Tommy TubervilleSenateAL▲ Buy$1K - $15K2023-04-032023-05-12
Tommy TubervilleSenateAL▼ Sell$1K - $15K2021-03-292021-07-23