What is William Blair’s Estimate for MSM FY2025 Earnings?

MSC Industrial Direct Company, Inc. (NYSE:MSM) – William Blair upped their FY2025 earnings per share (EPS) estimates for shares of MSC Industrial Direct in a report released on Monday, July 28th. William Blair analyst R. Merkel now anticipates that the industrial products company will post earnings per share of $3.73 for the year, up from their previous 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.

MSC Industrial Direct (NYSE:MSM) last issued its quarterly earnings results 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 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 company’s revenue for the quarter was down .8% on a year-over-year basis. During the same quarter last year, the company posted $1.33 EPS.

A number of other analysts also recently issued reports on MSM. Industrial Alliance Securities set a $89.00 price target on MSC Industrial Direct in a research report on Tuesday, May 27th. Stephens lifted their price target on MSC Industrial Direct from $85.00 to $90.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 2nd. Robert W. Baird lifted their price target on MSC Industrial Direct from $84.00 to $95.00 and gave the company a “neutral” rating in a research report on Wednesday, July 2nd. Loop Capital lifted 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, July 2nd. Finally, JPMorgan Chase & Co. upgraded 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. Three investment analysts have rated the stock with a hold rating, one has assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $90.33.

MSC Industrial Direct Stock Performance

Shares of MSM opened at $87.06 on Wednesday. The company has a market cap of $4.85 billion, a PE ratio of 24.59 and a beta of 0.87. 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 50-day moving average price of $84.78 and a 200-day moving average price of $80.85. MSC Industrial Direct has a 12-month low of $68.10 and a 12-month high of $92.68.

MSC Industrial Direct Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 23rd. Investors of record on Wednesday, July 9th were issued a dividend of $0.85 per share. The ex-dividend date of this dividend was Wednesday, July 9th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 3.91%. MSC Industrial Direct’s dividend payout ratio is 96.05%.

Insider Buying and Selling at MSC Industrial Direct

In related news, SVP Kimberly Shacklett sold 2,130 shares of the firm’s stock in a transaction dated Thursday, July 10th. The stock was sold at an average price of $92.00, for a total transaction of $195,960.00. Following the transaction, the senior vice president directly owned 14,657 shares of the company’s stock, valued at approximately $1,348,444. This trade represents a 12.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 18.30% of the company’s stock.

Hedge Funds Weigh In On MSC Industrial Direct

A number of large investors have recently modified their holdings of MSM. Headlands Technologies LLC purchased a new position in MSC Industrial Direct in the 4th quarter worth approximately $25,000. Clearstead Trust LLC purchased a new position in MSC Industrial Direct in the 1st quarter worth approximately $25,000. Investment Management Corp VA ADV increased its stake in MSC Industrial Direct by 207.8% in the 1st 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 during the period. Neo Ivy Capital Management purchased a new position in MSC Industrial Direct in the 1st quarter worth approximately $32,000. Finally, Farther Finance Advisors LLC increased its stake in MSC Industrial Direct by 895.0% in the 1st quarter. Farther Finance Advisors LLC now owns 597 shares of the industrial products company’s stock worth $46,000 after purchasing an additional 537 shares during the period. 79.26% of the stock is 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.