4,461 Shares in MSC Industrial Direct Company, Inc. $MSM Purchased by MBL Wealth LLC

MBL Wealth LLC acquired a new stake in MSC Industrial Direct Company, Inc. (NYSE:MSM) in the 3rd quarter, Holdings Channel.com reports. The institutional investor acquired 4,461 shares of the industrial products company’s stock, valued at approximately $552,000.

Several other institutional investors have also modified their holdings of MSM. Root Financial Partners LLC purchased a new position in shares of MSC Industrial Direct in the 3rd quarter worth approximately $75,000. Sawyer & Company Inc bought a new position in shares of MSC Industrial Direct during the 3rd quarter valued at approximately $83,000. Nisa Investment Advisors LLC increased its position in shares of MSC Industrial Direct by 10.9% during the 3rd quarter. Nisa Investment Advisors LLC now owns 17,506 shares of the industrial products company’s stock valued at $2,166,000 after purchasing an additional 1,725 shares during the last quarter. Robeco Institutional Asset Management B.V. purchased a new stake in MSC Industrial Direct during the 3rd quarter valued at $6,355,000. Finally, Willis Investment Counsel raised its holdings in MSC Industrial Direct by 11.9% during the 3rd quarter. Willis Investment Counsel now owns 34,981 shares of the industrial products company’s stock valued at $4,328,000 after buying an additional 3,723 shares during the period. 79.26% of the stock is owned by institutional investors.

Insider Buying and Selling at MSC Industrial Direct

In other MSC Industrial Direct news, Director Reuben E. Slone bought 433 shares of the firm’s stock in a transaction dated Friday, October 23rd. The stock was acquired at an average cost of $115.77 per share, for a total transaction of $50,128.41. Following the completion of the transaction, the director owned 433 shares in the company, valued at $50,128.41. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 19.00% of the company’s stock.

Trending Headlines about MSC Industrial Direct

Here are the key news stories impacting MSC Industrial Direct this week:

• Positive Sentiment: Fiscal fourth-quarter sales rose 10.3% year over year to $1.08 billion, exceeding expectations, while adjusted EPS of $1.45 topped the consensus estimate of $1.41. Management also anticipates continued sales growth in the first quarter. MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results
• Positive Sentiment: Stephens upgraded MSM to “overweight” and raised its price target to $135 from $130. KeyCorp maintained an “overweight” rating while lowering its target to $140 from $145; both targets imply substantial upside from recent trading levels.
• Positive Sentiment: Director Reuben E. Slone purchased 433 shares for approximately $50,128, providing a modest insider-confidence signal. SEC insider transaction filing
• Neutral Sentiment: MSC Industrial released its fiscal 2026 Form 10-K, giving investors additional detail on its full-year operating performance, risks and strategic initiatives. MSC Industrial Direct Releases Fiscal Year 2026 Annual Report on Form 10-K
• Neutral Sentiment: Comparisons with Fastenal and Grainger highlight MSM’s dividend tradeoffs, including the balance between yield, payout safety and long-term growth. Fastenal vs. Grainger vs. MSC Industrial
• Negative Sentiment: GAAP diluted EPS declined to $0.85 from $1.01 a year earlier, while operating income was pressured by asset impairments and other items. Adjusted operating margin was 10.9%, but the underlying margin trend and technology-strategy pivot raised investor concerns.
• Negative Sentiment: Management flagged inflationary headwinds, increasing concern that labor, product and operating costs could limit the benefit of strong sales growth. These concerns explain why the stock has fallen sharply despite the earnings beat. MSC Industrial Sinks 14% Despite Record Sales

Wall Street Analysts Forecast Growth

MSM has been the subject of a number of analyst reports. DA Davidson set a $155.00 price target on MSC Industrial Direct in a research report on Tuesday, October 13th. Weiss Ratings upgraded shares of MSC Industrial Direct from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, October 13th. Wall Street Zen upgraded shares of MSC Industrial Direct from a “hold” rating to a “buy” rating in a research report on Saturday, July 4th. KeyCorp reduced their target price on shares of MSC Industrial Direct from $145.00 to $140.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Rothschild & Co Redburn began coverage on shares of MSC Industrial Direct in a report on Monday, July 13th. They issued a “buy” rating and a $155.00 target price for the company. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, MSC Industrial Direct currently has an average rating of “Moderate Buy” and an average price target of $132.44.

MSC Industrial Direct Trading Up 1.6%

MSM opened at $114.20 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.72 and a current ratio of 1.78. The stock’s 50 day moving average price is $123.24 and its 200-day moving average price is $116.51. MSC Industrial Direct Company, Inc. has a one year low of $78.80 and a one year high of $133.95. The stock has a market cap of $6.38 billion, a price-to-earnings ratio of 28.69 and a beta of 0.82.

MSC Industrial Direct (NYSE:MSM) last issued its quarterly earnings results on Thursday, October 22nd. The industrial products company reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.41 by $0.04. MSC Industrial Direct had a return on equity of 18.72% and a net margin of 5.55%. The firm had revenue of $1.08 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same period last year, the company earned $1.09 EPS. MSC Industrial Direct’s quarterly revenue was up 10.3% compared to the same quarter last year. On average, equities analysts forecast that MSC Industrial Direct Company, Inc. will post 5.51 EPS for the current year.

MSC Industrial Direct Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Wednesday, November 11th will be paid a $0.89 dividend. The ex-dividend date is Tuesday, November 10th. This is a positive change from MSC Industrial Direct’s previous quarterly dividend of $0.87. This represents a $3.56 dividend on an annualized basis and a yield of 3.1%. MSC Industrial Direct’s payout ratio is 87.44%.

MSC Industrial Direct Profile

MSC Industrial Direct Co, Inc is a distributor of metalworking and maintenance, repair and operations (MRO) supplies. The company serves industrial and institutional customers with products used in machining, manufacturing, facility maintenance and workplace safety.

Its offerings include cutting tools, abrasives, tooling and workholding equipment, machinery, safety products, material-handling supplies, janitorial and facility-maintenance products, and other industrial consumables. MSC also provides technical support, inventory-management programs, vending and other supply-chain services designed to help customers manage procurement and production-related needs.

Founded in 1941, MSC serves customers primarily across the United States and Canada through sales representatives, customer service teams, catalogs, distribution operations and digital commerce platforms.