Nordson Corporation (NASDAQ: NDSN) is scheduled to announce its Q1 2026 earnings on February 18, 2026, following the market’s close. Analysts anticipate that the company will report earnings of $2.36 per share alongside revenues of $652.68 million for the quarter. This projection comes as Nordson has provided guidance of $2.25 to $2.45 for its earnings per share (EPS) in the first quarter and $10.80 to $11.50 for the entire fiscal year.
Investors and analysts alike are paying close attention to the upcoming earnings call, which is set for February 19, 2026, at 08:30 AM ET. The latest earnings report from Nordson, released on December 10, 2025, showed an EPS of $3.03, exceeding expectations by $0.10 against a consensus estimate of $2.93. Despite the positive EPS, the company’s revenue of $751.82 million fell short of analysts’ estimates of $761.03 million.
The year-over-year revenue growth stood at 1.0%, a modest increase compared to the same period last year when Nordson reported an EPS of $2.78. The company’s return on equity for the previous quarter was 19.64%, with a net margin of 17.35%.
Stock Performance and Analyst Ratings
As of Tuesday, shares of Nordson opened at $298.19. The stock has shown a notable increase of 1.2% recently. With a market capitalization of $16.61 billion, Nordson’s price-to-earnings ratio stands at 34.96, while its P/E/G ratio is 2.05. The company has experienced a 52-week low of $165.03 and a high of $300.79. Nordson’s debt-to-equity ratio is 0.56, with a quick ratio of 1.05 and a current ratio of 1.64.
Recent research reports have influenced stock ratings, with DA Davidson setting a price objective of $290.00 on December 12, 2025. Meanwhile, KeyCorp raised its target from $250.00 to $295.00, maintaining an “overweight” rating. Robert W. Baird increased its 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, the consensus rating for Nordson is “Hold,” with an average price target of $266.29. Four investment analysts have assigned a “Buy” rating, while five analysts have issued “Hold” ratings.
Institutional Investment Trends
Institutional investors and hedge funds have been adjusting their holdings in Nordson. Notably, CYBER HORNET ETFs LLC acquired a new position valued at approximately $31,000 during the second quarter. Additionally, MUFG Securities EMEA plc added a stake worth around $34,000 in the same period.
Other notable investments include Los Angeles Capital Management LLC and Federated Hermes Inc., which purchased new positions valued at approximately $52,000 and $55,000, respectively. UMB Bank n.a. significantly increased its holdings by 68.3% during the fourth quarter, now owning 276 shares worth around $66,000.
Overall, institutional investors and hedge funds collectively own 72.11% of Nordson’s stock, reflecting a strong interest in the company amid its evolving financial landscape.
Nordson Corporation continues to be a significant player in the industrial products sector, designing and manufacturing precision dispensing equipment and systems that apply adhesives, coatings, sealants, and polymers across various applications. Its offerings cater to critical manufacturing processes in diverse markets, including electronics, packaging, medical, and automotive sectors. As the company prepares to release its earnings, stakeholders will closely monitor its performance and guidance to gauge future growth potential.
