Nordson Corporation (NDSN) Monthly Stock Report - January 02, 2026

Company Overview

Nordson Corporation, headquartered in Westlake, Ohio, is a prominent player in the Specialty Industrial Machinery industry within the broader Industrials sector. Founded in 1909, the company has cultivated over a century of experience in engineering, manufacturing, and marketing a variety of sophisticated products and systems designed to dispense, apply, and control adhesives, coatings, polymers, sealants, and other fluids.

The company's business model is anchored in three primary segments:

1. Industrial Precision Solutions: Offers a comprehensive range of dispensing and coating systems tailored for various industries.
2. Medical and Fluid Solutions: Provides precision dispensers and critical medical components, showcasing the company's commitment to advancing healthcare technologies.
3. Advanced Technology Solutions: Specializes in automated systems and testing technologies, catering to industries like semiconductors and printed circuit boards.

With a robust total revenue of approximately $2.79 billion, Nordson continues to solidify its position in the market while maintaining a customer-centric approach through direct sales, distributors, and sales representatives.

52-Week Price Performance Analysis

52-Week Price Performance Chart

Examining the 52-week stock price performance, Nordson Corporation's shares (NDSN) have demonstrated a strong bullish trajectory, gaining approximately 17.53% over the year. The current trading price stands at $240.43, comfortably positioned between a 52-week high of $251.47 and a 52-week low of $165.03.

Technical Insights:

• Current Price: $240.43
• Fifty-Day Moving Average: $235.70 - the stock is trading above this average, signaling potential upward momentum.
• Support Level: Strong support has formed around the $200 level, which has been tested multiple times, reinforcing its significance.
• Resistance Level: The recent high of $240.43 serves as a notable resistance point, with a potential breakout above this level likely to signal further bullish momentum.

The 52-week price chart reveals an overall bullish trend, characterized by an upward sloping green trendline and supporting blue moving average line that reflects positive price momentum. Recent price action indicated some consolidation near the recent high, suggesting a possible pause before continuing the upward trend. Investors should keep an eye on upcoming price movements, especially any significant breakouts or breakdowns.

Financial Performance and Metrics

Nordson's financial health showcases robust performance metrics. In the fourth quarter of fiscal year 2025, the company recorded sales of $752 million, a year-over-year increase of 1%, along with adjusted earnings per diluted share of $3.03, marking a year-over-year growth of 9%. For the full fiscal year, sales reached a record $2.8 billion--a 4% increase over the prior fiscal year--with adjusted earnings per diluted share at $10.24, reflecting a 5% growth.

Key Financial Indicators:

• Total Revenue: Approximately $2.79 billion
• EBITDA: Around $884 million
• Shares Outstanding: 55,823,516
• Target High Price: $295.00
• Target Mean Price: $271.00
• Current Price: $240.43

Nordson's commitment to shareholder value is demonstrated through a declared first-quarter cash dividend of $0.82 per common share for fiscal year 2026, marking the 62nd consecutive year of annual dividend increases--indicative of the company's financial stability and dedication to returning value to investors.

Recent News and Developments

In recent months, Nordson Corporation has garnered attention for several positive developments:

• Record Sales Announcement: The company reported record fourth-quarter and full-year results, with sales achieving $752 million in Q4 2025, further emphasizing its resilience and strong market position.
• Dividend Declaration: Ensuring continued shareholder returns, the Board of Directors declared a dividend payable on January 2, 2026, reaffirming the company's fiscal health.
• 52-Week High Achievement: On December 11, 2025, Nordson's stock reached a 52-week high of $250.04, signaling growing investor confidence and robust demand for its solutions.

These developments not only exhibit Nordson's solid business strategy but also reflect a positive trend in its overall market performance amidst industry challenges.

Market Sentiment and Analyst Recommendations

Currently, analyst sentiment towards Nordson Corporation remains cautiously optimistic. The absence of specific buy, hold, or sell recommendations calls for further evaluation, implying that market analysts are cautiously observing the stock's movement before making definitive calls.

Analyst Consensus:

• Price Targets:
• Target High: $295.00
• Target Mean: $271.00
• Current Market Price: $240.43
• Short Interest: 1,498,733 shares shorted, representing approximately 3.04% of the float, indicating relative confidence in the company's future.

Despite the lack of a concrete recommendation, the overall analyst consensus underscores potential opportunities for significant upside based on market expectations. The stable short interest suggests that investor confidence generally remains intact, albeit with some cautiousness surrounding broader market dynamics.

Conclusion

Nordson Corporation is positioned well in the Specialty Industrial Machinery sector, showcasing strong revenue and profitability metrics, which reflect positively on its future prospects. The company's strategic focus on shareholder returns through consistent dividend increases reinforces investor confidence.

Despite high stock expectations, potential investors should stay alert for market fluctuations and key price movements around significant support and resistance levels. As always, assessing both opportunities and risks is essential before making investment decisions in the dynamic landscape of industrial machinery.

Investors should closely watch market developments in the coming weeks, as the current technical indicators and financial performance point towards the potential for further growth while highlighting the inherent risks associated with stock market investments.