NORDSON CORPORATION
In the published model solve dated 2026-Q2, anchored at $324.59, NORDSON CORPORATION (NDSN) is priced for +23.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
Nordson makes precision dispensing and fluid-control equipment across three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions. The business runs at a 26% operating margin and posted record first-quarter fiscal 2026 results, with sales up 9% and adjusted EPS up 15%, prompting a guidance raise. At $295.76 (June 27, 2026) the price pays about 25x company-wide operating income, which implies operating growth held at the self-funding ceiling for
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687 institutional managers reported holding NDSN in 13F filings for the quarter ended 2026-03-31. Together they hold about 72% of the company; the top 10 hold 38%. 77 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NDSN has cut its share count 4% over the past five years, spending $852.28M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $3.16 a share annually. Cash returned over the past three years: $508.04M in dividends and $504.35M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at NDSN over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NDSN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-25 | -0.3% | -11.1% |
| 2023-12-21 | +5.1% | +5.5% |
| 2024-02-23 | +3.5% | -4.9% |
| 2024-05-24 | -10.5% | +3.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NDSN's latest 8-K filings: 2026-08-19 (items 2.02, 7.01, 9.01); 2026-06-03 (items 2.03); 2026-05-20 (items 2.02, 7.01, 9.01); 2026-03-04 (items 5.07); 2026-02-18 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.