MBL Wealth LLC Buys 4,461 Shares of MSC Industrial Direct Company, Inc. $MSM

MBL Wealth LLC purchased a new position in MSC Industrial Direct Company, Inc. (NYSE:MSM) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 4,461 shares of the industrial products company’s stock, valued at approximately $552,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Elevation Wealth Partners LLC lifted its position in shares of MSC Industrial Direct by 89.9% in the second quarter. Elevation Wealth Partners LLC now owns 245 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 116 shares in the last quarter. Parallel Advisors LLC grew its position in shares of MSC Industrial Direct by 3.9% during the first quarter. Parallel Advisors LLC now owns 3,112 shares of the industrial products company’s stock worth $287,000 after purchasing an additional 118 shares in the last quarter. Parkside Financial Bank & Trust grew its position in shares of MSC Industrial Direct by 60.3% during the second quarter. Parkside Financial Bank & Trust now owns 319 shares of the industrial products company’s stock worth $38,000 after purchasing an additional 120 shares in the last quarter. GAMMA Investing LLC grew its position in shares of MSC Industrial Direct by 10.4% during the second quarter. GAMMA Investing LLC now owns 1,534 shares of the industrial products company’s stock worth $182,000 after purchasing an additional 144 shares in the last quarter. Finally, Versant Capital Management Inc raised its stake in MSC Industrial Direct by 9.5% during the 2nd quarter. Versant Capital Management Inc now owns 2,247 shares of the industrial products company’s stock valued at $267,000 after purchasing an additional 195 shares during the period. 79.26% of the stock is owned by institutional investors.

MSC Industrial Direct News Summary

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

MSC Industrial Direct Trading Up 1.6%

Shares of MSM stock opened at $114.20 on Friday. MSC Industrial Direct Company, Inc. has a 12-month low of $78.80 and a 12-month high of $133.95. The company has a current ratio of 1.78, a quick ratio of 0.72 and a debt-to-equity ratio of 0.11. The stock’s 50-day moving average price is $123.24 and its 200-day moving average price is $116.51. The stock has a market capitalization of $6.38 billion, a price-to-earnings ratio of 28.69 and a beta of 0.82.

MSC Industrial Direct (NYSE:MSM) last released its quarterly earnings data 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 business had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the previous year, the company posted $1.09 EPS. The company’s revenue was up 10.3% compared to the same quarter last year. Equities research analysts predict that MSC Industrial Direct Company, Inc. will post 5.51 EPS for the current fiscal year.

MSC Industrial Direct Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. KeyCorp lowered their price target on MSC Industrial Direct from $145.00 to $140.00 and set an “overweight” rating on the stock in a report on Friday. DA Davidson set a $155.00 price objective on shares of MSC Industrial Direct in a report on Tuesday, October 13th. Stephens raised shares of MSC Industrial Direct from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $130.00 to $135.00 in a report on Friday. Barclays began coverage on shares of MSC Industrial Direct in a research report on Tuesday, October 13th. They set an “overweight” rating and a $152.00 price objective on the stock. Finally, Wolfe Research initiated coverage on shares of MSC Industrial Direct in a report on Tuesday, September 15th. They issued a “peer perform” rating on the stock. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, MSC Industrial Direct has an average rating of “Moderate Buy” and a consensus target price of $132.44.

Insider Buying and Selling at MSC Industrial Direct

In other MSC Industrial Direct news, Director Reuben E. Slone purchased 433 shares of MSC Industrial Direct stock in a transaction that occurred on Friday, October 23rd. The shares were bought at an average price of $115.77 per share, for a total transaction of $50,128.41. Following the completion of the transaction, the director owned 433 shares of the company’s stock, valued at approximately $50,128.41. This trade represents a ? increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Company insiders own 19.00% of the company’s stock.

MSC Industrial Direct Company 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.