NDSN
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 28.1 | P/B | 4.28 |
| EPS (TTM) | 9.25 | Dividend | 1.26% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.0M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | n/a | n/a |
| State Street | 2.9M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | n/a | n/a |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.0M | 1.6% | −10% |
| Geode Capital Management | 1.5M | 0.0% | +2% |
Top institutional owners for NDSN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 16 | Rutledge Joseph M | SELL | 684 | −$212K |
| SEP 03 | Morris Milton Mayo | SELL | 156 | −$49K |
| AUG 28 | MCDONOUGH JENNIFER L | SELL | 260 | −$87K |
| AUG 27 | Hopgood Daniel Roy | SELL | 1K | −$444K |
| APR 20 | Subramanian Srinivas | SELL | 1K | −$336K |
| APR 16 | Morris Milton Mayo | SELL | 245 | −$67K |
0 insider buys, 7 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NDSN yet.