Confluence Investment Management added 182,305 shares worth $37.93 million to its holdings.
Confluence’s post-trade position now totals 336,090 shares valued at $72.05 million.
Nordson now accounts for 1.02% of the fund’s holdings (526 equity positions).
According to an SEC filing dated July 1, 2025, Confluence Investment Management LLC increased its stake in Nordson (NASDAQ:NDSN) by acquiring 182,305 additional shares during fiscal 2025’s second quarter. The transaction lifted the fund’s holding in Nordson to 336,090 shares, increasing the reported position value by $41 million.
Nordson stock now comprises 1.02% of Confluence Investment Management’s reportable AUM.
Top five holdings after filing:
Other need-to-know facts about Nordson:
| Metric | Value |
|---|---|
| Market capitalization | $12.51 billion |
| Revenue (TTM) | $2.70 billion |
| Net income (TTM) | $447 million |
| Dividend yield | 1.41% |
Note: Trailing 12-month data is as of April 30, 2025.
Nordson is a global provider of precision dispensing and processing equipment, leveraging advanced engineering to serve diverse end markets. The company’s scale and focus on specialized, high-margin applications enable it to maintain a strong competitive position in industrial and technology-driven sectors.
If you haven’t heard about Nordson, you likely are also unaware of what a powerful dividend-paying company it is. Nordson is a Dividend King, having increased its dividend payout annually for 61 consecutive years. The company increased its dividend by 15% last year, and appears to be on track to announce yet another meaningful hike in the coming weeks.
Nordson serves diverse end markets, including medical, electronics, consumer non-durable, and industrials, and it gets nearly 60% of its sales from outside the United States. Nordson’s product mix has undergone a sea change over the past decade, with the company generating more in recurring revenue now than ever. In 2024, for instance, 58% of Nordson’s sales came from parts and consumables versus only 39% in 2014.
Buoyed by its 2024 acquisition of medical products maker Atrion, Nordson now expects to grow its annual revenue by 6% to 8% and adjusted earnings per share by 10% to 12% between 2025 and 2029. It also expects to generate nearly $4 billion in operating cash flows during the period, the bulk of which should be deployed into organic growth and dividends.
Given the backdrop, I wouldn’t be surprised if Nordson stock generates handsome returns for shareholders in the long run. The stock has more than tripled in value in the past 10 years.
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Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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