William Blair Has Positive Forecast for MSM FY2025 Earnings

Key Points

• William Blair analysts have increased their FY2025 earnings per share estimate for MSC Industrial Direct to $3.73, up from $3.71, indicating a positive growth outlook for the company.
• MSC Industrial Direct's quarterly earnings report showed a profit of $1.08 per share, exceeding analysts' expectations of $1.03, despite a 0.8% year-over-year revenue decline.
• The company recently announced a quarterly dividend of $0.85 per share, resulting in an annualized dividend yield of 3.89%, with a high dividend payout ratio of 96.05%.

MSC Industrial Direct Company, Inc. (NYSE:MSM - Free Report) - Research analysts at William Blair increased their FY2025 earnings per share estimates for shares of MSC Industrial Direct in a report issued on Monday, July 28th. William Blair analyst R. Merkel now forecasts that the industrial products company will earn $3.73 per share for the year, up from their prior forecast of $3.71. The consensus estimate for MSC Industrial Direct's current full-year earnings is $3.57 per share. William Blair also issued estimates for MSC Industrial Direct's Q4 2025 earnings at $1.07 EPS, Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $1.20 EPS and FY2027 earnings at $4.50 EPS.

A number of other equities analysts also recently weighed in on MSM. Stephens upped their price target on MSC Industrial Direct from $85.00 to $90.00 and gave the stock an "equal weight" rating in a research report on Wednesday, July 2nd. JPMorgan Chase & Co. raised MSC Industrial Direct from a "neutral" rating to an "overweight" rating and upped their price target for the stock from $73.00 to $89.00 in a research report on Tuesday, May 27th. Industrial Alliance Securities set a $89.00 price target on MSC Industrial Direct in a research report on Tuesday, May 27th. Loop Capital increased their price objective on MSC Industrial Direct from $74.00 to $84.00 and gave the company a "hold" rating in a report on Wednesday, July 2nd. Finally, Robert W. Baird increased their price objective on MSC Industrial Direct from $84.00 to $95.00 and gave the company a "neutral" rating in a report on Wednesday, July 2nd. Three analysts have rated the stock with a hold rating, one has issued a buy rating and one has issued a strong buy rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $90.33.

MSC Industrial Direct Stock Down 1.8%

NYSE MSM traded down $1.56 during trading hours on Wednesday, reaching $85.06. 477,635 shares of the company's stock were exchanged, compared to its average volume of 640,754. MSC Industrial Direct has a one year low of $68.10 and a one year high of $92.68. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.91 and a current ratio of 1.92. The company's 50-day moving average is $85.06 and its two-hundred day moving average is $80.90. The company has a market capitalization of $4.74 billion, a price-to-earnings ratio of 24.03 and a beta of 0.92.

MSC Industrial Direct (NYSE:MSM - Get Free Report) last announced its quarterly earnings results on Tuesday, July 1st. The industrial products company reported $1.08 EPS for the quarter, beating analysts' consensus estimates of $1.03 by $0.05. MSC Industrial Direct had a return on equity of 14.99% and a net margin of 5.30%. The company had revenue of $971.15 million during the quarter, compared to analysts' expectations of $969.72 million. During the same period in the prior year, the business posted $1.33 EPS. MSC Industrial Direct's revenue was down .8% on a year-over-year basis.

MSC Industrial Direct Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 23rd. Investors of record on Wednesday, July 9th were paid a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date was Wednesday, July 9th. MSC Industrial Direct's dividend payout ratio is 96.05%.

Insiders Place Their Bets

In related news, SVP Kimberly Shacklett sold 2,130 shares of the stock in a transaction on Thursday, July 10th. The stock was sold at an average price of $92.00, for a total value of $195,960.00. Following the sale, the senior vice president owned 14,657 shares in the company, valued at approximately $1,348,444. This represents a 12.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 18.30% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in MSM. American Century Companies Inc. increased its position in shares of MSC Industrial Direct by 6.8% in the first quarter. American Century Companies Inc. now owns 3,650,221 shares of the industrial products company's stock worth $283,513,000 after purchasing an additional 231,961 shares during the period. First Trust Advisors LP increased its position in shares of MSC Industrial Direct by 29.2% in the fourth quarter. First Trust Advisors LP now owns 1,987,455 shares of the industrial products company's stock worth $148,443,000 after purchasing an additional 448,708 shares during the period. Charles Schwab Investment Management Inc. increased its position in shares of MSC Industrial Direct by 5.2% in the first quarter. Charles Schwab Investment Management Inc. now owns 1,781,503 shares of the industrial products company's stock worth $138,369,000 after purchasing an additional 88,247 shares during the period. Boston Partners increased its position in shares of MSC Industrial Direct by 22.9% in the first quarter. Boston Partners now owns 1,762,248 shares of the industrial products company's stock worth $136,867,000 after purchasing an additional 327,833 shares during the period. Finally, Invesco Ltd. increased its position in shares of MSC Industrial Direct by 2.8% in the first quarter. Invesco Ltd. now owns 1,240,418 shares of the industrial products company's stock worth $96,343,000 after purchasing an additional 33,607 shares during the period. Institutional investors own 79.26% of the company's stock.

MSC Industrial Direct Company Profile

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.