Nordson Corporation (NASDAQ:NDSN) is expected to announce its Q1 2026 earnings on February 18, 2026, after the market closes. Analysts project the company will report earnings of $2.36 per share along with revenue of $652.676 million for the quarter. The company has provided guidance for Q1 2026, forecasting earnings per share (EPS) between $2.250 and $2.450, and for the full fiscal year, guidance is set between $10.800 and $11.500 EPS.
Investors can access Nordson’s detailed earnings summary on the company’s website ahead of the call scheduled for February 19, 2026, at 08:30 AM ET. In its last earnings release on December 10, 2025, Nordson reported an EPS of $3.03, surpassing analysts’ expectations of $2.93 by $0.10. The company’s return on equity was 19.64%, with a net margin of 17.35%. Revenue for that quarter reached $751.82 million, slightly below the anticipated $761.03 million.
On a year-over-year basis, Nordson’s revenue increased by 1.0%, compared to $2.78 earnings per share during the same period of the previous year. Analysts currently forecast an average EPS of $10 for the ongoing fiscal year and $11 for the next.
Stock Performance and Analyst Ratings
As of Tuesday, shares of Nordson opened at $298.19, reflecting a 1.2% increase. The stock has a market capitalization of $16.61 billion and a price-to-earnings (P/E) ratio of 34.96. Over the past year, the stock has fluctuated between a low of $165.03 and a high of $300.79. Its 50-day moving average stands at $261.39, while the 200-day moving average is at $239.65.
Recent reports from analysts have provided mixed reviews on Nordson’s stock. DA Davidson set a price target of $290.00 on December 12, while KeyCorp raised its target from $250.00 to $295.00 and maintained an “overweight” rating. Robert W. Baird increased their price target from $252.00 to $275.00 with a “neutral” rating. Conversely, Wall Street Zen downgraded Nordson from a “buy” to a “hold” rating. Currently, four analysts have rated the stock as a buy, while five have issued a hold rating, leading to a consensus rating of “hold” with an average price target of $266.29.
Institutional Investment Trends
Institutional investors have shown increased activity regarding Nordson shares. Notable acquisitions include CYBER HORNET ETFs LLC, which purchased approximately $31,000 worth of shares in the second quarter, and MUFG Securities EMEA plc, which acquired a stake valued at about $34,000. Additionally, Los Angeles Capital Management LLC and Federated Hermes Inc. both entered new positions in the fourth quarter, with values of around $52,000 and $55,000, respectively.
UMB Bank n.a. increased its holdings in Nordson by 68.3% during the same quarter, owning 276 shares worth approximately $66,000. Overall, institutional investors and hedge funds control 72.11% of Nordson’s shares.
Founded in 1954, Nordson Corporation designs, manufactures, and markets precision dispensing equipment and systems that apply adhesives, coatings, sealants, and polymers across various industrial and medical applications. The company operates in multiple segments, serving diverse markets such as electronics, packaging, medical, energy, automotive, and general industrial sectors.
