What is Wolfe Research’s Forecast for MSM FY2026 Earnings?

MSC Industrial Direct Company, Inc. (NYSE:MSM) – Wolfe Research lifted their FY2026 earnings per share estimates for MSC Industrial Direct in a report released on Thursday, January 8th. Wolfe Research analyst R. Cooke now expects that the industrial products company will post earnings of $4.29 per share for the year, up from their previous estimate of $4.08. Wolfe Research currently has a “Peer Perform” rating on the stock. The consensus estimate for MSC Industrial Direct’s current full-year earnings is $3.57 per share. Wolfe Research also issued estimates for MSC Industrial Direct’s Q4 2026 earnings at $1.24 EPS, Q1 2027 earnings at $1.09 EPS, Q2 2027 earnings at $0.92 EPS, FY2028 earnings at $5.06 EPS, FY2029 earnings at $5.59 EPS and FY2030 earnings at $6.15 EPS.

MSC Industrial Direct (NYSE:MSM) last announced its quarterly earnings data on Wednesday, January 7th. The industrial products company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.04. MSC Industrial Direct had a return on equity of 15.73% and a net margin of 5.37%.The company had revenue of $965.68 million for the quarter, compared to analyst estimates of $962.52 million. During the same quarter last year, the firm posted $0.86 EPS. The firm’s revenue for the quarter was up 4.0% on a year-over-year basis.

MSM has been the subject of several other research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of MSC Industrial Direct in a research note on Friday, October 31st. Robert W. Baird set a $94.00 price target on MSC Industrial Direct in a research report on Thursday. Jefferies Financial Group reaffirmed a “hold” rating and issued a $85.00 price target on shares of MSC Industrial Direct in a report on Thursday. Zacks Research lowered MSC Industrial Direct from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, December 3rd. Finally, Wall Street Zen cut MSC Industrial Direct from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. One analyst has rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $90.43.

MSC Industrial Direct Price Performance

Shares of NYSE MSM opened at $84.44 on Monday. The firm has a 50-day simple moving average of $86.00 and a 200-day simple moving average of $87.73. The company has a quick ratio of 0.82, a current ratio of 1.73 and a debt-to-equity ratio of 0.15. The stock has a market capitalization of $4.71 billion, a price-to-earnings ratio of 23.07 and a beta of 0.85. MSC Industrial Direct has a 52 week low of $68.10 and a 52 week high of $94.31.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Quent Capital LLC acquired a new position in shares of MSC Industrial Direct in the 3rd quarter worth approximately $31,000. Hantz Financial Services Inc. raised its position in MSC Industrial Direct by 257.4% in the third quarter. Hantz Financial Services Inc. now owns 361 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 260 shares during the period. Quarry LP lifted its stake in MSC Industrial Direct by 71.7% during the third quarter. Quarry LP now owns 503 shares of the industrial products company’s stock worth $46,000 after purchasing an additional 210 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in MSC Industrial Direct by 130.4% during the second quarter. EverSource Wealth Advisors LLC now owns 576 shares of the industrial products company’s stock worth $49,000 after purchasing an additional 326 shares in the last quarter. Finally, First Horizon Advisors Inc. boosted its position in shares of MSC Industrial Direct by 52.2% during the second quarter. First Horizon Advisors Inc. now owns 595 shares of the industrial products company’s stock worth $51,000 after buying an additional 204 shares during the period. Hedge funds and other institutional investors own 79.26% of the company’s stock.

Insider Buying and Selling at MSC Industrial Direct

In other MSC Industrial Direct news, Director Mitchell Jacobson purchased 22,870 shares of the stock in a transaction dated Tuesday, November 18th. The stock was acquired at an average cost of $84.96 per share, for a total transaction of $1,943,035.20. Following the acquisition, the director owned 2,328,192 shares in the company, valued at $197,803,192.32. This trade represents a 0.99% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Philip Peller acquired 6,666 shares of the business’s stock in a transaction that occurred on Thursday, November 13th. The shares were acquired at an average cost of $90.14 per share, with a total value of $600,873.24. Following the completion of the transaction, the director directly owned 9,537 shares in the company, valued at approximately $859,665.18. The trade was a 232.18% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 211,342 shares of company stock valued at $17,951,965. 19.00% of the stock is owned by insiders.

MSC Industrial Direct Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Wednesday, January 14th. This represents a $3.48 annualized dividend and a yield of 4.1%. MSC Industrial Direct’s dividend payout ratio (DPR) is 95.08%.

About MSC Industrial Direct

MSC Industrial Direct Co, Inc (NYSE: MSM) is a leading distributor of metalworking and maintenance, repair and operations (MRO) products serving a broad range of industrial customers across North America. The company offers an extensive portfolio of cutting tools, abrasives, measuring and inspection instruments, fasteners, safety supplies and other essential components used in manufacturing, metalworking and production environments. MSC delivers products through a multi-channel distribution network, including an extensive branch system, e-commerce platform and dedicated sales force.

In addition to its core product offerings, MSC Industrial Direct provides value-added services designed to improve productivity and reduce downtime for its customers.