Equities Analysts Set Expectations for MSM Q3 Earnings

MSC Industrial Direct Co., Inc. (NYSE:MSM - Free Report) - Stock analysts at William Blair decreased their Q3 2025 earnings per share (EPS) estimates for MSC Industrial Direct in a research note issued on Thursday, April 3rd. William Blair analyst R. Merkel now expects that the industrial products company will earn $1.05 per share for the quarter, down from their prior forecast of $1.07. 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 $0.88 EPS, Q1 2026 earnings at $0.91 EPS, Q2 2026 earnings at $0.94 EPS, Q3 2026 earnings at $1.16 EPS, Q4 2026 earnings at $0.91 EPS and FY2027 earnings at $4.41 EPS.

MSC Industrial Direct (NYSE:MSM - Get Free Report) last announced its quarterly earnings results on Thursday, April 3rd. The industrial products company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.04. The firm had revenue of $891.70 million during the quarter, compared to the consensus estimate of $908.30 million. MSC Industrial Direct had a net margin of 6.21% and a return on equity of 17.80%. The firm's quarterly revenue was down 4.7% on a year-over-year basis. During the same period last year, the firm posted $1.18 EPS.

MSM has been the subject of several other research reports. Wolfe Research upgraded MSC Industrial Direct to a "strong-buy" rating in a research report on Sunday, April 6th. Loop Capital cut their price target on MSC Industrial Direct from $83.00 to $74.00 and set a "hold" rating for the company in a report on Friday, April 4th. Finally, Robert W. Baird decreased their price objective on shares of MSC Industrial Direct from $90.00 to $84.00 and set a "neutral" rating on the stock in a report on Friday, April 4th. Seven research analysts have rated the stock with a hold rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $82.20.

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MSC Industrial Direct Price Performance

Shares of NYSE:MSM traded up $2.00 during trading on Monday, reaching $77.72. The stock had a trading volume of 1,123,029 shares, compared to its average volume of 629,815. The stock has a market capitalization of $4.34 billion, a PE ratio of 18.55 and a beta of 0.89. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.93 and a quick ratio of 0.91. MSC Industrial Direct has a 52 week low of $68.10 and a 52 week high of $94.31. The business's 50-day moving average price is $78.40 and its 200 day moving average price is $80.83.

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. Headlands Technologies LLC acquired a new position in shares of MSC Industrial Direct in the 4th quarter valued at $25,000. Allworth Financial LP increased its holdings in MSC Industrial Direct by 412.0% in the fourth quarter. Allworth Financial LP now owns 425 shares of the industrial products company's stock valued at $35,000 after purchasing an additional 342 shares during the last quarter. UMB Bank n.a. increased its holdings in MSC Industrial Direct by 54.0% in the fourth quarter. UMB Bank n.a. now owns 476 shares of the industrial products company's stock valued at $36,000 after purchasing an additional 167 shares during the last quarter. Synergy Asset Management LLC acquired a new position in MSC Industrial Direct in the fourth quarter valued at about $36,000. Finally, V Square Quantitative Management LLC boosted its holdings in MSC Industrial Direct by 77.0% during the fourth quarter. V Square Quantitative Management LLC now owns 531 shares of the industrial products company's stock worth $40,000 after buying an additional 231 shares during the last quarter. 79.26% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other MSC Industrial Direct news, Director Mitchell Jacobson purchased 27,642 shares of the stock in a transaction dated Tuesday, April 8th. The stock was bought at an average price of $69.77 per share, for a total transaction of $1,928,582.34. Following the transaction, the director now directly owns 1,951,725 shares in the company, valued at $136,171,853.25. This represents a 1.44 % increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 18.30% of the company's stock.

MSC Industrial Direct Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 23rd. Shareholders of record on Wednesday, April 9th will be issued a dividend of $0.85 per share. The ex-dividend date is Wednesday, April 9th. This represents a $3.40 annualized dividend and a yield of 4.37%. MSC Industrial Direct's dividend payout ratio is currently 89.71%.

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.