William Blair Has Positive Outlook of MSM FY2025 Earnings

MSC Industrial Direct Company, Inc. (NYSE:MSM) – Research analysts at William Blair upped their FY2025 earnings per share (EPS) estimates for MSC Industrial Direct in a report issued on Monday, July 28th. William Blair analyst R. Merkel now anticipates that the industrial products company will post earnings of $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.

Other analysts have also recently issued research reports about the company. Industrial Alliance Securities set a $89.00 price target on MSC Industrial Direct in a research report on Tuesday, May 27th. Loop Capital boosted their target price on MSC Industrial Direct from $74.00 to $84.00 and gave the stock a “hold” rating in a report on Wednesday, July 2nd. Stephens upped their target price 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 shares of MSC Industrial Direct from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $73.00 to $89.00 in a research report on Tuesday, May 27th. Finally, Wolfe Research upgraded shares of MSC Industrial Direct to a “strong-buy” rating in a research note on Sunday, April 6th. Three research analysts have rated the stock with a hold rating, one has assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, MSC Industrial Direct has a consensus rating of “Moderate Buy” and a consensus price target of $90.33.

MSC Industrial Direct Trading Down 0.5%

Shares of NYSE:MSM opened at $87.32 on Wednesday. The company has a current ratio of 1.92, a quick ratio of 0.91 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $4.86 billion, a PE ratio of 24.67 and a beta of 0.87. MSC Industrial Direct has a 1 year low of $68.10 and a 1 year high of $92.68. The firm has a fifty day moving average price of $84.62 and a 200 day moving average price of $80.81.

MSC Industrial Direct (NYSE:MSM) last announced its quarterly earnings results on Tuesday, July 1st. The industrial products company reported $1.08 EPS for the quarter, topping the consensus estimate 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 company had revenue of $971.15 million for the quarter, compared to analyst estimates of $969.72 million. During the same quarter in the prior year, the business posted $1.33 EPS. MSC Industrial Direct’s quarterly revenue was down .8% on a year-over-year basis.

Institutional Investors Weigh In On MSC Industrial Direct

A number of institutional investors have recently added to or reduced their stakes in the company. GAMMA Investing LLC lifted its position in MSC Industrial Direct by 47.1% in the first quarter. GAMMA Investing LLC now owns 681 shares of the industrial products company’s stock worth $53,000 after purchasing an additional 218 shares during the period. Janney Montgomery Scott LLC raised its stake in shares of MSC Industrial Direct by 6.0% in the 1st quarter. Janney Montgomery Scott LLC now owns 5,956 shares of the industrial products company’s stock valued at $463,000 after buying an additional 337 shares in the last quarter. Cambridge Investment Research Advisors Inc. lifted its holdings in shares of MSC Industrial Direct by 4.5% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 9,078 shares of the industrial products company’s stock worth $705,000 after acquiring an additional 388 shares during the period. Norges Bank acquired a new stake in shares of MSC Industrial Direct during the 4th quarter valued at about $34,735,000. Finally, Farther Finance Advisors LLC boosted its position in shares of MSC Industrial Direct by 895.0% during the 1st quarter. Farther Finance Advisors LLC now owns 597 shares of the industrial products company’s stock valued at $46,000 after acquiring an additional 537 shares in the last quarter. 79.26% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Kimberly Shacklett sold 2,130 shares of the stock in a transaction that occurred 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. This represents a 12.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 18.30% of the stock is currently owned by insiders.

MSC Industrial Direct Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 23rd. Investors of record on Wednesday, July 9th were given a dividend of $0.85 per share. The ex-dividend date was Wednesday, July 9th. This represents a $3.40 annualized dividend and a dividend yield of 3.89%. MSC Industrial Direct’s dividend payout ratio is presently 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.