FY2026 EPS Estimates for MSC Industrial Direct Co., Inc. Raised by William Blair (NYSE:MSM)

MSC Industrial Direct Co., Inc. (NYSE:MSM) – Equities researchers at William Blair lifted their FY2026 earnings estimates for MSC Industrial Direct in a report released on Tuesday, October 8th. William Blair analyst R. Merkel now expects that the industrial products company will post earnings per share of $5.62 for the year, up from their previous forecast of $5.50. The consensus estimate for MSC Industrial Direct’s current full-year earnings is $4.84 per share.

Other equities research analysts also recently issued reports about the stock. Loop Capital lowered their target price on shares of MSC Industrial Direct from $80.00 to $75.00 and set a “hold” rating for the company in a research note on Wednesday, July 3rd. Robert W. Baird lowered their target price on shares of MSC Industrial Direct from $95.00 to $84.00 and set a “neutral” rating for the company in a research note on Friday, June 14th. KeyCorp downgraded shares of MSC Industrial Direct from an “overweight” rating to a “sector weight” rating in a research note on Monday, June 17th. JPMorgan Chase & Co. lowered their target price on shares of MSC Industrial Direct from $81.00 to $80.00 and set a “neutral” rating for the company in a research note on Wednesday, July 3rd. Finally, Stephens restated an “overweight” rating and issued a $110.00 target price on shares of MSC Industrial Direct in a research note on Friday, June 14th. Six investment analysts have rated the stock with a hold rating and one has assigned a buy rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $90.20.

MSC Industrial Direct Price Performance

Shares of MSM opened at $83.35 on Thursday. The company has a market cap of $4.68 billion, a price-to-earnings ratio of 16.18 and a beta of 0.86. MSC Industrial Direct has a twelve month low of $75.05 and a twelve month high of $105.77. The company has a quick ratio of 0.92, a current ratio of 2.01 and a debt-to-equity ratio of 0.21. The company has a 50 day moving average of $81.73 and a two-hundred day moving average of $85.37.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in MSM. Blue Trust Inc. raised its holdings in shares of MSC Industrial Direct by 1,142.3% during the second quarter. Blue Trust Inc. now owns 323 shares of the industrial products company’s stock worth $26,000 after purchasing an additional 297 shares during the last quarter. Ridgewood Investments LLC acquired a new stake in MSC Industrial Direct during the second quarter valued at $26,000. UMB Bank n.a. grew its position in MSC Industrial Direct by 442.1% during the third quarter. UMB Bank n.a. now owns 309 shares of the industrial products company’s stock valued at $27,000 after buying an additional 252 shares during the period. Quest Partners LLC grew its position in MSC Industrial Direct by 35,300.0% during the second quarter. Quest Partners LLC now owns 354 shares of the industrial products company’s stock valued at $28,000 after buying an additional 353 shares during the period. Finally, Future Financial Wealth Managment LLC acquired a new stake in MSC Industrial Direct during the first quarter valued at $29,000. Hedge funds and other institutional investors own 79.26% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Kimberly Shacklett sold 4,885 shares of the firm’s stock in a transaction on Wednesday, July 17th. The shares were sold at an average price of $84.60, for a total transaction of $413,271.00. Following the completion of the transaction, the senior vice president now owns 12,897 shares of the company’s stock, valued at $1,091,086.20. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Corporate insiders own 18.80% of the company’s stock.

MSC Industrial Direct Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 27th. Shareholders of record on Wednesday, November 13th will be issued a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 4.08%. This is a boost from MSC Industrial Direct’s previous quarterly dividend of $0.83. MSC Industrial Direct’s dividend payout ratio (DPR) is currently 64.47%.

About MSC Industrial Direct

MSC Industrial Direct Co, Inc, together with its subsidiaries, distributes metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally. The company's MRO products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock products, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies.