Nordson Corporation (NDSN)

Nordson reported its Third Quarter Fiscal 2025 results and updated its full-year guidance on August 20, 2025. The company announced an $800 million share repurchase authorization and projected sequential growth in its Industrial Precision Solutions (IPS) segment on August 21, 2025. Nordson's Board of Directors increased the quarterly dividend by 5% on August 28, 2025. Nordson MEDICAL completed the divestiture of select contract manufacturing products on September 2, 2025. Nordson declared its first-quarter dividend for fiscal year 2026 on December 3, 2025. Nordson reported record Fourth Quarter and Fiscal Year 2025 results on December 10, 2025, but the outlook for Q1 and the full fiscal year 2025 came in below estimates, leading to a 6% drop in the stock. Some analysts upgraded Nordson's stock from "hold" to "buy" and increased price targets between December 11-15, 2025. Nordson shares closed up 2.33% at $261.22 on January 9, 2026, nearing its 52-week high.

Demand for Nordson Corp.'s products and services exhibits some seasonality, with the fiscal first quarter typically being the weakest due to holiday and calendar year-end slowdowns, coupled with cautious customer spending. This seasonal weakness impacted electronics and agricultural product lines.

Nordson Corporation is a multinational industrial technology company specializing in precision dispensing equipment and systems for adhesives, coatings, sealants, polymers, biomaterials, and other fluids. The company operates through three segments: Industrial Precision Solutions (IPS), Medical and Fluid Solutions (MFS), and Advanced Technology Solutions (ATS). Notable brands include Nordson Asymtek, Nordson Dage, and Nordson EFD.

Nordson has a significant global presence with facilities across North America, Europe, Asia, and Latin America. The company operates in over 35 countries, with approximately 67% of its 2025 revenues generated outside the United States. Its principal manufacturing facilities are located in the United States, the People's Republic of China, Bulgaria, Germany, Ireland, Israel, Italy, Mexico, the Netherlands, and the United Kingdom.

Nordson's brand reputation has been consistently associated with high-quality precision technologies and excellent customer service. The company's ongoing investment in research and development drives continuous innovation. Recent product introductions contribute positively to its reputation as an innovator in precision manufacturing. There have been no specific public events or controversies reported in the past year that have negatively impacted Nordson Corp.'s overall brand reputation.

Institutional investors hold a significant majority of Nordson's stock, ranging from approximately 72.11% to 79%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors hold around 9.3% to 10% of the shares. Insider ownership is approximately 0.80%, with notable individual shareholders including Russell Leroy Bauknight and Eric T. Nord.