Q3 EPS Estimate for MSC Industrial Direct Raised by Analyst

MSC Industrial Direct Company, Inc. (NYSE:MSM) – William Blair increased their Q3 2025 earnings per share (EPS) estimates for MSC Industrial Direct in a research report issued on Tuesday, July 1st. William Blair analyst R. Merkel now anticipates that the industrial products company will post earnings of $1.08 per share for the quarter, up from their previous forecast of $1.05. 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 $1.04 EPS, FY2025 earnings at $3.71 EPS, Q3 2026 earnings at $1.18 EPS, Q4 2026 earnings at $1.11 EPS and FY2026 earnings at $4.09 EPS.

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

MSM has been the subject of several other research reports. Industrial Alliance Securities set a $89.00 price objective on MSC Industrial Direct in a research report on Tuesday, May 27th. Loop Capital upped their price target on shares of MSC Industrial Direct from $74.00 to $84.00 and gave the company a “hold” rating in a report on Wednesday. Robert W. Baird increased their price target 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. JPMorgan Chase & Co. upgraded shares of MSC Industrial Direct from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $73.00 to $89.00 in a research report on Tuesday, May 27th. Finally, Wolfe Research raised shares of MSC Industrial Direct to a “strong-buy” rating in a research note on Sunday, April 6th. Three analysts have rated the stock with a hold rating, one has given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $90.33.

MSC Industrial Direct Trading Up 0.4%

Shares of MSM stock opened at $89.97 on Thursday. The business has a 50-day moving average of $80.82 and a 200 day moving average of $79.43. 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 1-year low of $68.10 and a 1-year high of $90.85. The stock has a market capitalization of $5.01 billion, a PE ratio of 25.42 and a beta of 0.87.

MSC Industrial Direct Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 23rd. Shareholders of record on Wednesday, July 9th will be given a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a yield of 3.78%. The ex-dividend date of this dividend is Wednesday, July 9th. MSC Industrial Direct’s payout ratio is currently 89.71%.

Insider Buying and Selling

In related news, Director Mitchell Jacobson bought 27,642 shares of the business’s stock in a transaction dated Tuesday, April 8th. The shares were purchased at an average price of $69.77 per share, with a total value of $1,928,582.34. Following the purchase, the director owned 1,951,725 shares of the company’s stock, valued at approximately $136,171,853.25. This trade represents a 1.44% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 18.30% of the company’s stock.

Institutional Trading of MSC Industrial Direct

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Clearstead Trust LLC bought a new position in shares of MSC Industrial Direct in the 1st quarter worth approximately $25,000. Headlands Technologies LLC purchased a new stake in MSC Industrial Direct in the fourth quarter worth $25,000. Investment Management Corp VA ADV raised its holdings in MSC Industrial Direct by 207.8% in the first quarter. Investment Management Corp VA ADV now owns 397 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 268 shares in the last quarter. Neo Ivy Capital Management purchased a new position in MSC Industrial Direct during the first quarter valued at $32,000. Finally, Farther Finance Advisors LLC lifted its position in MSC Industrial Direct by 895.0% during the first quarter. Farther Finance Advisors LLC now owns 597 shares of the industrial products company’s stock valued at $46,000 after buying an additional 537 shares during the period. 79.26% of the stock is currently owned by hedge funds and other institutional investors.

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.