Nordson Corporation (NDSN)

In October 2025, an executive sold 2,200 shares of NDSN stock, and DA Davidson reiterated a "Buy" rating with a $285.00 price target. In August 2025, Oppenheimer and Jefferies raised their price targets on Nordson, and the company announced a 5% increase in its quarterly dividend and an $800 million share repurchase authorization. In May 2024, Nordson's shares fell after the company trimmed its annual sales and earnings outlook for fiscal year 2024. In December 2024, Nordson's stock slid after projecting Q1 and FY25 outlook below estimates due to weak farm equipment demand, although Q4 2024 results topped estimates.

Demand for Nordson Corporation's products and services exhibits 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 is particularly noted in the electronics and agricultural product lines. October has historically favored a short bias for the stock.

Nordson Corporation is a global leader in precision technology solutions, specializing in dispensing adhesives, coatings, sealants, biomaterials, and other materials. The company operates through three primary business segments: Industrial Precision Solutions (IPS), which focuses on equipment and systems for dispensing adhesives, sealants, and coatings; Advanced Technology Solutions (ATS), which serves high-tech industries like electronics, medical devices, and aerospace; and Medical and Fluid Solutions (MFS), which provides products and systems for fluid management and medical devices.

Nordson Corporation has a significant global presence, operating in over 35 countries worldwide and maintains direct operations and sales-support offices in approximately 30 countries.

Nordson Corporation maintains a reputation as a global leader in precision technology, with a strong track record of innovation, customer focus, and operational excellence. The company emphasizes ethical behavior, innovation, and sustainable growth. Nordson completed the divestiture of select contract manufacturing businesses in its medical segment in September 2025, narrowing its focus on proprietary medical components. The consistent increase in its quarterly dividend for 62 consecutive years also contributes positively to its reputation among investors.

Major institutional owners of Nordson Corporation include The Vanguard Group, Inc., BlackRock, Inc., and STATE STREET CORPORATION. Overall, 72.11% of the stock is owned by institutional investors and hedge funds. Jane B. Nord is a significant individual owner, holding 5.2% of the common shares. Other institutional investors also hold substantial stakes, with many adjusting their positions in recent quarters.