Nordson Corporation (NASDAQ:NDSN) is expected to announce its financial results for the first quarter of fiscal year 2026 after market close on February 18, 2026. Analysts project an earnings per share (EPS) of $2.36 and total revenue of $652.68 million for the quarter. The company has provided guidance for Q1 2026, estimating an EPS range of $2.25 to $2.45, while its fiscal year 2026 guidance is set at $10.80 to $11.50 EPS.
Investors and analysts can access the Q1 2026 earnings summary page for the latest updates, with a conference call scheduled for February 19, 2026, at 8:30 AM ET. This follows Nordson’s previous earnings report, released on December 10, 2025, where the industrial products company reported an EPS of $3.03. This figure exceeded analysts’ expectations of $2.93 by $0.10.
In that quarter, Nordson achieved a return on equity of 19.64% and a net margin of 17.35%. The revenue for the quarter was reported at $751.82 million, which fell short of the expected $761.03 million. Compared to the same period last year, when the company reported an EPS of $2.78, Nordson’s revenue showed a modest increase of 1.0% year-over-year.
Stock Performance and Analyst Ratings
As of Tuesday, shares of NDSN opened at $298.19. The stock has experienced a 1.2% increase, with a fifty-day moving average of $261.39 and a two-hundred-day moving average of $239.65. With a market capitalization of $16.61 billion, Nordson’s price-to-earnings ratio stands at 34.96, while its price-to-earnings growth (P/E/G) ratio is 2.05. The company has a debt-to-equity ratio of 0.56 and maintains a current ratio of 1.64.
Recent research reports have led to several adjustments in price targets for Nordson. DA Davidson set a price target of $290.00 on December 12, 2025. KeyCorp raised its target from $250.00 to $295.00, expressing an “overweight” rating. Similarly, Robert W. Baird increased its target from $252.00 to $275.00 and maintained a “neutral” rating. In contrast, Wall Street Zen downgraded the stock from a “buy” to a “hold” rating. Currently, four analysts have rated Nordson as a “buy,” while five have rated it as a “hold,” resulting in a consensus rating of “hold” and an average price target of $266.29.
Institutional Investment Trends
Institutional investors and hedge funds have shown varied interest in Nordson recently. CYBER HORNET ETFs LLC acquired a new position valued at approximately $31,000 during the second quarter. MUFG Securities EMEA plc also took a new stake in the same period, valued at around $34,000. Los Angeles Capital Management LLC and Federated Hermes Inc. made similar moves in the fourth quarter, with investments of approximately $52,000 and $55,000, respectively. Notably, UMB Bank n.a. increased its holdings by 68.3% in the fourth quarter, owning 276 shares worth $66,000 after acquiring an additional 112 shares.
Overall, institutional investors and hedge funds hold approximately 72.11% of Nordson’s stock, indicating strong confidence in the company’s future prospects.
Nordson Corporation is a leading player in the design, manufacture, and marketing of precision dispensing equipment and systems. Its offerings serve a broad range of industrial and medical applications, ensuring consistent product performance and high production throughput across diverse markets including electronics, packaging, and automotive.
As the market anticipates Nordson’s upcoming earnings report, stakeholders will closely monitor the company’s performance and any potential shifts in strategy or outlook.
