Equities Analysts Offer Predictions for MSM Q3 Earnings

MSC Industrial Direct Company, Inc. (NYSE:MSM) – Stock analysts at William Blair increased their Q3 2025 earnings per share estimates for MSC Industrial Direct in a research note issued on Tuesday, July 1st. William Blair analyst R. Merkel now expects that the industrial products company will post earnings of $1.08 per share for the quarter, up from their prior estimate 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.

Other analysts also recently issued reports about the stock. Loop Capital upped their price objective on shares of MSC Industrial Direct from $74.00 to $84.00 and gave the company a “hold” rating in a report on Wednesday. Industrial Alliance Securities set a $89.00 target price on shares of MSC Industrial Direct in a research report on Tuesday, May 27th. JPMorgan Chase & Co. upgraded shares of MSC Industrial Direct from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $73.00 to $89.00 in a research report on Tuesday, May 27th. Stephens boosted their target price on shares of MSC Industrial Direct from $85.00 to $90.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, Robert W. Baird boosted their target price 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. Three analysts have rated the stock with a hold rating, one has issued a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $90.33.

MSC Industrial Direct Stock Performance

MSM opened at $89.97 on Thursday. MSC Industrial Direct has a 12-month low of $68.10 and a 12-month high of $90.85. The company has a current ratio of 1.92, a quick ratio of 0.88 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $5.01 billion, a PE ratio of 25.42 and a beta of 0.87. The firm has a 50 day moving average of $81.07 and a two-hundred day moving average of $79.49.

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 for the quarter, topping analysts’ consensus estimates of $1.03 by $0.05. The business had revenue of $971.15 million for the quarter, compared to analyst estimates 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 was down .8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.33 earnings per share.

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 $0.85 dividend. The ex-dividend date of this dividend is Wednesday, July 9th. This represents a $3.40 annualized dividend and a yield of 3.78%. MSC Industrial Direct’s dividend payout ratio is presently 89.71%.

Insider Buying and Selling

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

Institutional Investors Weigh In On MSC Industrial Direct

Several hedge funds have recently bought and sold shares of the stock. American Century Companies Inc. boosted its position in MSC Industrial Direct by 6.8% in the 1st quarter. American Century Companies Inc. now owns 3,650,221 shares of the industrial products company’s stock worth $283,513,000 after purchasing an additional 231,961 shares in the last quarter. First Trust Advisors LP raised its stake in shares of MSC Industrial Direct by 29.2% during the 4th quarter. First Trust Advisors LP now owns 1,987,455 shares of the industrial products company’s stock worth $148,443,000 after buying an additional 448,708 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of MSC Industrial Direct by 5.2% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 1,781,503 shares of the industrial products company’s stock worth $138,369,000 after buying an additional 88,247 shares during the period. Boston Partners raised its stake in shares of MSC Industrial Direct by 22.9% during the 1st quarter. Boston Partners now owns 1,762,248 shares of the industrial products company’s stock worth $136,867,000 after buying an additional 327,833 shares during the period. Finally, Invesco Ltd. raised its stake in shares of MSC Industrial Direct by 2.8% during the 1st quarter. Invesco Ltd. now owns 1,240,418 shares of the industrial products company’s stock worth $96,343,000 after buying an additional 33,607 shares during the period. Hedge funds and other institutional investors own 79.26% of the company’s stock.

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.