Equities Analysts Offer Predictions for MSM Q1 Earnings

MSC Industrial Direct Company, Inc. (NYSE:MSM - Free Report) - Investment analysts at William Blair upped their Q1 2026 earnings per share estimates for MSC Industrial Direct in a research report issued on Tuesday, July 1st. William Blair analyst R. Merkel now expects that the industrial products company will post earnings of $0.92 per share for the quarter, up from their previous estimate of $0.91. 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 Q2 2026 earnings at $0.95 EPS, Q3 2026 earnings at $1.17 EPS and Q4 2026 earnings at $0.94 EPS.

Other equities analysts have also recently issued reports about the stock. Stephens upped their price target on shares of MSC Industrial Direct from $85.00 to $90.00 and gave the company an "equal weight" rating in a research report on Wednesday. Wolfe Research raised shares of MSC Industrial Direct to a "strong-buy" rating in a research note on Sunday, April 6th. JPMorgan Chase & Co. upgraded MSC Industrial Direct from a "neutral" rating to an "overweight" rating and increased their price objective for the company from $73.00 to $89.00 in a report on Tuesday, May 27th. Industrial Alliance Securities set a $89.00 target price on MSC Industrial Direct in a research report on Tuesday, May 27th. Finally, Loop Capital upped their price target on MSC Industrial Direct from $74.00 to $84.00 and gave the company a "hold" rating in a research report on Wednesday. Three analysts have rated the stock with a hold rating, one has issued a buy rating and one has assigned a strong buy rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $90.33.

MSC Industrial Direct Trading Up 0.4%

NYSE MSM traded up $0.36 during trading hours on Wednesday, reaching $89.97. The company's stock had a trading volume of 706,491 shares, compared to its average volume of 618,461. The firm has a fifty day simple moving average of $81.07 and a 200-day simple moving average of $79.50. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.92 and a quick ratio of 0.88. MSC Industrial Direct has a 52 week low of $68.10 and a 52 week high of $90.85. The stock has a market cap of $5.01 billion, a P/E ratio of 25.42 and a beta of 0.87.

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

MSC Industrial Direct Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 23rd. Stockholders of record on Wednesday, July 9th will be given a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a dividend yield of 3.78%. The ex-dividend date of this dividend is Wednesday, July 9th. MSC Industrial Direct's dividend payout ratio (DPR) is presently 96.05%.

Insiders Place Their Bets

In other news, Director Mitchell Jacobson bought 27,642 shares of the company's stock in a transaction that occurred on Tuesday, April 8th. The shares were acquired at an average price of $69.77 per share, for a total transaction of $1,928,582.34. Following the completion of the acquisition, the director directly owned 1,951,725 shares in the company, valued at approximately $136,171,853.25. This represents a 1.44% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 18.30% of the stock is owned by corporate insiders.

Institutional Trading of MSC Industrial Direct

A number of large investors have recently bought and sold shares of the business. Invesco Ltd. boosted its holdings in shares of MSC Industrial Direct by 127.5% during the 4th quarter. Invesco Ltd. now owns 1,206,811 shares of the industrial products company's stock worth $90,137,000 after buying an additional 676,238 shares in the last quarter. Victory Capital Management Inc. boosted its stake in MSC Industrial Direct by 445.4% during the first quarter. Victory Capital Management Inc. now owns 779,800 shares of the industrial products company's stock worth $60,567,000 after acquiring an additional 636,827 shares in the last quarter. Mackenzie Financial Corp grew its holdings in MSC Industrial Direct by 6,108.1% in the first quarter. Mackenzie Financial Corp now owns 505,960 shares of the industrial products company's stock worth $39,298,000 after purchasing an additional 497,810 shares during the period. Deprince Race & Zollo Inc. acquired a new stake in MSC Industrial Direct in the fourth quarter worth $35,576,000. Finally, Norges Bank bought a new stake in MSC Industrial Direct in the fourth quarter valued at $34,735,000. 79.26% of the stock is currently owned by institutional investors and hedge funds.

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.