What is William Blair's Estimate 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) - Stock analysts at William Blair raised their FY2025 earnings estimates for MSC Industrial Direct in a report released 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 estimate 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.

Other equities research analysts have also recently issued reports about the stock. Robert W. Baird increased their target price on shares of MSC Industrial Direct from $84.00 to $95.00 and gave the company a "neutral" rating in a research report on Wednesday, July 2nd. JPMorgan Chase & Co. upgraded MSC Industrial Direct from a "neutral" rating to an "overweight" rating and boosted their target price for the stock from $73.00 to $89.00 in a report on Tuesday, May 27th. Stephens increased their price target on MSC Industrial Direct from $85.00 to $90.00 and gave the company an "equal weight" rating in a report on Wednesday, July 2nd. Industrial Alliance Securities set a $89.00 target price on MSC Industrial Direct in a report on Tuesday, May 27th. Finally, Loop Capital lifted their price target on MSC Industrial Direct from $74.00 to $84.00 and gave the stock a "hold" rating in a report on Wednesday, July 2nd. Three equities research 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 stock. According to MarketBeat, MSC Industrial Direct presently has an average rating of "Moderate Buy" and a consensus price target of $90.33.

MSC Industrial Direct Price Performance

NYSE MSM traded down $1.56 during mid-day trading on Wednesday, hitting $85.06. The stock had a trading volume of 477,635 shares, compared to its average volume of 640,754. The firm's 50 day moving average is $85.06 and its 200 day moving average is $80.90. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.92 and a quick ratio of 0.91. The stock 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 has a twelve month low of $68.10 and a twelve month high of $92.68.

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

Hedge Funds Weigh In On MSC Industrial Direct

A number of hedge funds and other institutional investors have recently bought and sold shares of MSM. Signaturefd LLC increased its holdings in shares of MSC Industrial Direct by 11.1% in the second quarter. Signaturefd LLC now owns 1,277 shares of the industrial products company's stock valued at $109,000 after purchasing an additional 128 shares during the period. Treasurer of the State of North Carolina lifted its holdings in shares of MSC Industrial Direct by 0.6% during the fourth quarter. Treasurer of the State of North Carolina now owns 20,179 shares of the industrial products company's stock worth $1,507,000 after purchasing an additional 130 shares during the period. Covestor Ltd grew its position in MSC Industrial Direct by 6.6% in the 4th quarter. Covestor Ltd now owns 2,325 shares of the industrial products company's stock valued at $174,000 after buying an additional 143 shares during the last quarter. Red Spruce Capital LLC increased its stake in MSC Industrial Direct by 0.7% in the 2nd quarter. Red Spruce Capital LLC now owns 22,545 shares of the industrial products company's stock valued at $1,917,000 after buying an additional 146 shares during the period. Finally, Matrix Trust Co raised its position in MSC Industrial Direct by 7.3% during the 2nd quarter. Matrix Trust Co now owns 2,252 shares of the industrial products company's stock worth $191,000 after buying an additional 153 shares during the last quarter. 79.26% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Kimberly Shacklett sold 2,130 shares of MSC Industrial Direct 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 completion of the sale, the senior vice president directly owned 14,657 shares of the company's stock, valued at approximately $1,348,444. The trade was a 12.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 18.30% of the company's stock.

MSC Industrial Direct Announces Dividend

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

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.