NDSNNasdaqGeneral Industrial Machinery & Equipment, NECFiscal year ends October 31
NORDSON CORP
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 20, 2026
$323.88+1.57 (+0.49%)
Close on Oct 19, 2026
- Market cap
- $18.15B
- P/E (TTM)
- 32.7
- Dividend yield
- 0.98%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
76.5%
43M of 56M shares
Institutional holders
753
100 new, 47 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 52 sales
Net sold $25.60M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 3,903,573 | 6.99% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 3,855,103 | 6.80% | 13G (passive) amendment | Dec 31, 2023 |
| State Street Corporation | 2,957,894 | 5.20% | 13G (passive) | Jun 30, 2025 |
| Jennifer A. Savage | 2,945,523 | 5.17% | 13G (passive) | Dec 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NDSN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,138,179 | 7.43% | $1.25B | +188,003 | 0.02% |
| Vanguard Capital Management LLC | 3,465,215 | 6.22% | $1.05B | +18,524 | 0.02% |
| State Street Corp | 2,975,009 | 5.34% | $899.87M | +71,125 | 0.03% |
| Vanguard Portfolio Management LLC | 2,360,166 | 4.24% | $712.04M | +12,764 | 0.03% |
| Geode Capital Management, LLC | 1,906,425 | 3.42% | $573.45M | +363,355 | 0.03% |
| Kayne Anderson Rudnick Investment Management LLC | 1,713,620 | 3.08% | $516.98M | −331,495 | 1.61% |
| Morgan Stanley | 1,418,155 | 2.55% | $427.84M | −22,338 | 0.02% |
| Invesco Ltd. | 1,318,573 | 2.37% | $397.80M | +358,677 | 0.03% |
| FMR LLC | 840,395 | 1.51% | $253.54M | +26,979 | 0.01% |
| Norges Bank | 715,042 | 1.28% | $215.72M | New | 0.02% |
| JPMorgan Chase & Co | 684,866 | 1.23% | $207.64M | +48,658 | 0.01% |
| Goldman Sachs Group Inc | 636,339 | 1.14% | $191.98M | −3,789 | 0.02% |
| ProShare Advisors LLC | 577,715 | 1.04% | $174.29M | −35,771 | 0.25% |
| Northern Trust Corp | 531,779 | 0.95% | $160.43M | +22,670 | 0.02% |
| Ameriprise Financial Inc | 490,674 | 0.88% | $148.04M | +146,152 | 0.03% |
| Charles Schwab Investment Management Inc | 487,672 | 0.88% | $147.13M | +3,861 | 0.02% |
| Massachusetts Financial Services Co /Ma/ | 479,769 | 0.86% | $144.88M | −454,638 | 0.05% |
| Dimensional Fund Advisors LP | 466,324 | 0.84% | $140.69M | +12,362 | 0.03% |
| Bank of New York Mellon Corp | 421,723 | 0.76% | $127.23M | −1,666 | 0.02% |
| Jennison Associates LLC | 398,533 | 0.72% | $120.23M | +10,423 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 753 | 43M | 76.5% | 100 / 293 | 239 / 47 | 5M | 3M |
| Q1 2026 | 713 | 41M | 74.1% | 91 / 248 | 256 / 60 | 9M | 4M |
| Q4 2025 | 690 | 43M | 76.4% | 119 / 197 | 255 / 53 | 4M | 4M |
| Q3 2025 | 633 | 43M | 77.1% | 86 / 196 | 240 / 51 | 2M | 3M |
| Q2 2025 | 606 | 44M | 79.0% | 81 / 222 | 227 / 66 | 4M | 3M |
| Q1 2025 | 597 | 43M | 77.0% | 70 / 235 | 214 / 66 | 3M | 2M |
| Q4 2024 | 601 | 42M | 76.2% | 79 / 208 | 219 / 76 | 3M | 3M |
| Q3 2024 | 606 | 43M | 76.6% | 71 / 227 | 200 / 53 | 6M | 2M |
| Q2 2024 | 593 | 43M | 76.6% | 62 / 240 | 193 / 60 | 2M | 4M |
| Q1 2024 | 597 | 45M | 80.4% | 71 / 233 | 185 / 54 | 3M | 2M |
| Q4 2023 | 583 | 43M | 77.4% | 78 / 189 | 226 / 54 | 4M | 2M |
| Q3 2023 | 567 | 42M | 75.0% | 58 / 225 | 177 / 50 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NDSN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,679,229 | 3.01% | $506.61M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,374,024 | 2.47% | $414.53M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,213,804 | 2.18% | $366.19M | 0.19% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 730,585 | 1.31% | $220.41M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 700,168 | 1.26% | $211.23M | 0.45% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 677,192 | 1.22% | $194.58M | 0.02% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 669,577 | 1.20% | $199.39M | 0.21% | Jul 31, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 573,811 | 1.03% | $164.87M | 1.49% | May 31, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 543,614 | 0.98% | $164.00M | 1.87% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 387,770 | 0.70% | $116.99M | 0.55% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 312,347 | 0.56% | $94.23M | 0.28% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 299,846 | 0.54% | $89.29M | 0.07% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 287,596 | 0.52% | $86.76M | 0.02% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 256,600 | 0.46% | $77.41M | 0.45% | Jun 30, 2026 |
| Ultra Fund | 228,000 | 0.41% | $67.89M | 0.26% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sundaram Nagarajan | President and CEO, Director | 114,624 | 0.21% | Feb 25, 2026 |
| Joseph M. Rutledge | VP, CAO | 2,134 | 0.00% | Sep 16, 2026 |
| Justin E. Hall | EVP | 1,746 | 0.00% | Sep 2, 2026 |
| Jennifer L. McDonough | EVP, GC, and Secretary | 6,346 | 0.01% | Aug 28, 2026 |
| Daniel Roy Hopgood | EVP, CFO | 4,758 | 0.01% | Aug 27, 2026 |
| Srinivas Subramanian | Executive Vice President | 11,122 | 0.02% | Apr 20, 2026 |
| James E. DeVries | Executive Vice President | 50,715 | 0.09% | Apr 20, 2026 |
| Sarah Siddiqui | EVP, CHRO | 5,058 | 0.01% | Mar 2, 2026 |
| Joseph P. Kelley | Executive Vice President | 7,559 | 0.01% | Feb 25, 2026 |
| Stephen F. Shamrock | VP and CAO | 391 | 0.00% | Jul 14, 2025 |
| Stephen Lovass | Executive Vice President | 4,926 | 0.01% | Jun 17, 2025 |
| Milton Mayo Morris | Director | 2,515 | 0.00% | Sep 3, 2026 |
| John A. DeFord | Director | 5,902 | 0.01% | Aug 3, 2026 |
| Christopher L. Mapes | Director | 3,025 | 0.01% | Aug 3, 2026 |
| Annette K. Clayton | Director | 2,098 | 0.00% | May 8, 2026 |
| Frank M. Jaehnert | Director | 20,311 | 0.04% | Nov 3, 2025 |
| Jennifer A. Parmentier | Director | 4,304 | 0.01% | Nov 3, 2025 |
| Ginger M. Jones | Director | 6,280 | 0.01% | Nov 3, 2025 |
| Victor L. Richey Jr | Director | 20,968 | 0.04% | Nov 3, 2025 |
| Michael J. Merriman | Director | 29,515 | 0.05% | Nov 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph M. Rutledge VP, CAO | Sep 15, 2026 | Sale | −684 | $309.38 | $211.62K | 2,134 |
| Milton Mayo Morris Director | Sep 2, 2026 | Sale | −156 | $316.63 | $49.39K | 2,515 |
| Justin E. Hall EVP | Sep 1, 2026 | Tax withholding | −118 | $314.40 | $37.10K | 1,397 |
| Jennifer L. McDonough EVP, GC, and Secretary | Aug 27, 2026 | Sale | −260 | $336.00 | $87.36K | 6,346 |
| Daniel Roy Hopgood EVP, CFO | Aug 26, 2026 | Sale | −1,329 | $334.29 | $444.27K | 4,758 |
| Daniel Roy Hopgood EVP, CFO | Aug 26, 2026 | Option exercise | +1,329 | $209.73 | $278.73K | 6,087 |
| John A. DeFord Director | Jul 31, 2026 | Award | +84 | $297.78 | $25.01K | 5,902 |
| Christopher L. Mapes Director | Jul 31, 2026 | Award | +42 | $297.78 | $12.51K | 3,025 |
| Joseph M. Rutledge VP, CAO | Jul 31, 2026 | Tax withholding | −274 | $297.78 | $81.59K | 2,818 |
| Daniel Roy Hopgood EVP, CFO | Jun 1, 2026 | Tax withholding | −148 | $281.31 | $41.63K | 4,758 |
| Annette K. Clayton Director | May 1, 2026 | Award | +270 | $283.20 | $76.46K | 2,098 |
| John A. DeFord Director | Apr 30, 2026 | Award | +87 | $288.45 | $25.10K | 5,802 |
| Christopher L. Mapes Director | Apr 30, 2026 | Award | +43 | $288.45 | $12.40K | 2,975 |
| Srinivas Subramanian Executive Vice President | Apr 17, 2026 | Option exercise | +1,900 | $107.65 | $204.54K | 9,507 |
| Srinivas Subramanian Executive Vice President | Apr 17, 2026 | Sale(10b5-1 plan) | −1,200 | $280.00 | $336.00K | 6,407 |
| Srinivas Subramanian Executive Vice President | Apr 17, 2026 | Sale(10b5-1 plan) | −1,900 | $280.00 | $532.00K | 7,607 |
| James E. DeVries Executive Vice President | Apr 16, 2026 | Tax withholding | −127 | $275.28 | $34.96K | 49,906 |
| James E. DeVries Executive Vice President | Apr 16, 2026 | Tax withholding | −71 | $275.28 | $19.54K | 50,033 |
| Milton Mayo Morris Director | Apr 15, 2026 | Sale | −245 | $273.87 | $67.10K | 2,656 |
| Justin E. Hall EVP | Apr 8, 2026 | Sale | −716 | $275.82 | $197.49K | 1,515 |
| Sarah Siddiqui EVP, CHRO | Feb 27, 2026 | Tax withholding | −30 | $293.44 | $8.80K | 5,058 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −1 | $292.66 | $293 | 7,448 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −1 | $291.49 | $291 | 7,558 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −59 | $291.81 | $17.22K | 7,499 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −1 | $292.53 | $293 | 7,498 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −6,295 | $293.07 | $1.84M | 9,407 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Option exercise | +2,139 | $201.50 | $431.01K | 15,702 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Option exercise | +6,295 | $189.72 | $1.19M | 13,563 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −53 | $295.25 | $15.65K | 7,268 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −1 | $295.26 | $295 | 7,321 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −60 | $293.18 | $17.59K | 7,322 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −15 | $292.98 | $4.39K | 7,382 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −13 | $292.85 | $3.81K | 7,397 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −11 | $292.84 | $3.22K | 7,410 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −14 | $292.82 | $4.10K | 7,421 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −3 | $292.81 | $878 | 7,435 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −3 | $292.78 | $878 | 7,438 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −7 | $292.69 | $2.05K | 7,441 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −2,139 | $292.95 | $626.62K | 7,268 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −4 | $292.65 | $1.17K | 7,449 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −3 | $292.63 | $878 | 7,453 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −12 | $292.60 | $3.51K | 7,456 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −4 | $292.59 | $1.17K | 7,468 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −1 | $292.58 | $293 | 7,472 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −9 | $292.57 | $2.63K | 7,473 |
| Joseph P. Kelley Executive Vice President | Feb 24, 2026 | Sale | −16 | $292.56 | $4.68K | 7,482 |
| Sundaram Nagarajan President and CEO, Director | Feb 24, 2026 | Option exercise | +41,800 | $165.21 | $6.91M | 106,624 |
| Sundaram Nagarajan President and CEO, Director | Feb 24, 2026 | Sale | −41,800 | $293.26 | $12.26M | 64,824 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −6,011 | $289.30 | $1.74M | 7,559 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Option exercise | +15,022 | $189.72 | $2.85M | 22,581 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −100 | $290.40 | $29.04K | 7,559 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −100 | $289.47 | $28.95K | 7,659 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −100 | $289.46 | $28.95K | 7,759 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −100 | $290.39 | $29.04K | 7,859 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −100 | $289.04 | $28.90K | 7,959 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −130 | $289.01 | $37.57K | 8,059 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −60 | $289.64 | $17.38K | 8,189 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −60 | $289.63 | $17.38K | 8,249 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −54 | $289.71 | $15.64K | 8,309 |
| Joseph P. Kelley Executive Vice President | Feb 23, 2026 | Sale | −51 | $289.84 | $14.78K | 8,363 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Milton Mayo Morris Director | Oct 14, 2026 | 255 | $83.44K | Oct 14, 2026 | DIRECTORS PAY |
| Milton Mayo Morris Director | Sep 2, 2026 | 156 | $49.41K | Sep 2, 2026 | DIRECTORS PAY |
| Jennifer L. McDonough Officer | Aug 27, 2026 | 260 | $87.36K | Aug 27, 2026 | Restricted Stock Vesting |
| Daniel Roy Hopgood Officer | Aug 26, 2026 | 1,329 | $444.27K | Aug 26, 2026 | Stock Option Exercise |
| James E. DeVries Former Officer | Jun 4, 2026 | 6,600 | $1.91M | Jun 4, 2026 | Stock Option Exercise |
| Srinivas Subramanian Officer | Apr 17, 2026 | 3,100 | $868.00K | Apr 17, 2026 | Restricted Stock Vesting |
| Milton Mayo Morris Director | Apr 15, 2026 | 245 | $67.10K | Apr 15, 2026 | RSU VEST |
| Justin E. Hall Officer | Apr 8, 2026 | 716 | $197.49K | Apr 8, 2026 | Restricted Stock Vesting |
| Joseph P. Kelley Officer | Feb 24, 2026 | 8,725 | $2.56M | Feb 24, 2026 | Restricted Stock Vesting |
| Sundaram Nagarajan Officer, Director | Feb 24, 2026 | 41,800 | $12.12M | Feb 24, 2026 | Option Granted - 11/25/2019 |
| Joseph P. Kelley Officer | Feb 23, 2026 | 23,052 | $6.67M | Feb 23, 2026 | Restricted Stock Vesting |
| James E. DeVries Officer | Nov 10, 2025 | 9,100 | $2.13M | Nov 10, 2025 | Option Granted - 11/23/2015 |
| Milton Mayo Morris Director | Nov 3, 2025 | 265 | $61.22K | Nov 3, 2025 | RSU VEST |
| Joseph P. Kelley Officer | Oct 21, 2025 | 2,200 | $528.00K | Oct 21, 2025 | Restricted Stock Vesting |
| Joseph P. Kelley Officer | Oct 16, 2025 | 2,300 | $534.50K | Oct 16, 2025 | Restricted Stock Vesting |