Nordson (NDSN)

• Market cap: $12B
• 1 day: 0.38%
• 5 days: -7.87%
• 1 month: -16.96%
• 3 months: -17.94%
• 6 months: -9.52%
• Year to date: -18.91%
• 1 year: -17.77%
• 5 years: 27.58%
• 10 years: 167.34%
• Sector: Industrials
• Industry: General Industrial Machinery & Equipment, Not Elsewhere Classified

About: Nordson manufactures equipment (including pumps, valves, dispensers, applicators, filters, and pelletizers) used for dispensing adhesives, coatings, sealants, and other materials. The firm serves a diverse range of end markets including packaging, medical, electronics, and industrial. Nordson's business is organized into three segments: industrial precision solutions, medical and fluid solutions, and advanced technology solutions. The company generated approximately $2.7 billion in revenue in its fiscal 2024.

Employees: 8,000

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

181% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.54M

12% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 198

11% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $10.1B [Q2] → $10.9B (+$762M) [Q3]

1% more funds holding

Funds holding: 584 [Q2] → 591 (+7) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]

3.56% less ownership

Funds ownership: 76.17% [Q2] → 72.6% (-3.56%) [Q3]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $237 13% upside
• Avg. target: $257 23% upside
• High target: $285 36% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Seaport Global Walt Liptak 33% 1-year accuracy 1 / 3 met price target	19% upside $250	Buy Upgraded	17 Dec 2024
DA Davidson Matthew Summerville 33% 1-year accuracy 1 / 3 met price target	36% upside $285	Buy Maintained	13 Dec 2024
Baird Michael Halloran 59% 1-year accuracy 17 / 29 met price target	13% upside $237	Neutral Downgraded	13 Dec 2024