What is William Blair’s Estimate for MSM FY2026 Earnings?

MSC Industrial Direct Co., Inc. (NYSE:MSM) – Equities researchers at William Blair cut their FY2026 earnings per share (EPS) estimates for MSC Industrial Direct in a research note issued to investors on Thursday, January 2nd. William Blair analyst R. Merkel now forecasts that the industrial products company will earn $4.04 per share for the year, down from their previous forecast of $4.74. The consensus estimate for MSC Industrial Direct’s current full-year earnings is $3.63 per share.

MSC Industrial Direct (NYSE:MSM) last posted its quarterly earnings data on Thursday, October 24th. The industrial products company reported $1.03 earnings per share for the quarter, missing the consensus estimate of $1.08 by ($0.05). The firm had revenue of $952.30 million for the quarter, compared to analyst estimates of $959.74 million. MSC Industrial Direct had a return on equity of 19.35% and a net margin of 6.77%. The company’s quarterly revenue was down 8.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.64 earnings per share.

Other analysts also recently issued research reports about the stock. Robert W. Baird raised their price objective on shares of MSC Industrial Direct from $84.00 to $91.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 16th. Stephens downgraded shares of MSC Industrial Direct from an “overweight” rating to an “equal weight” rating and set a $85.00 price objective on the stock. in a report on Wednesday, December 4th. Finally, JPMorgan Chase & Co. cut their price target on MSC Industrial Direct from $87.00 to $73.00 and set a “neutral” rating for the company in a research note on Friday, October 25th. Seven equities research analysts have rated the stock with a hold rating, According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $85.20.

MSC Industrial Direct Stock Up 0.9 %

Shares of MSC Industrial Direct stock opened at $79.14 on Monday. The firm has a market cap of $4.42 billion, a price-to-earnings ratio of 17.28 and a beta of 0.91. The stock’s 50-day moving average is $82.06 and its 200 day moving average is $81.80. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.96 and a quick ratio of 0.90. MSC Industrial Direct has a one year low of $72.79 and a one year high of $104.76.

MSC Industrial Direct Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 29th. Investors of record on Wednesday, January 15th will be issued a dividend of $0.85 per share. The ex-dividend date of this dividend is Wednesday, January 15th. This represents a $3.40 dividend on an annualized basis and a yield of 4.30%. MSC Industrial Direct’s dividend payout ratio (DPR) is presently 74.24%.

Insiders Place Their Bets

In other MSC Industrial Direct news, CEO Erik Gershwind sold 50,000 shares of the company’s stock in a transaction dated Monday, November 11th. The shares were sold at an average price of $90.36, for a total transaction of $4,518,000.00. Following the sale, the chief executive officer now directly owns 1,402,849 shares of the company’s stock, valued at $126,761,435.64. This represents a 3.44 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Philip Peller sold 900 shares of the firm’s stock in a transaction that occurred on Wednesday, November 13th. The stock was sold at an average price of $89.07, for a total transaction of $80,163.00. Following the completion of the transaction, the director now directly owns 4,044 shares of the company’s stock, valued at approximately $360,199.08. This trade represents a 18.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 18.30% of the company’s stock.

Institutional Trading of MSC Industrial Direct

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. V Square Quantitative Management LLC purchased a new stake in shares of MSC Industrial Direct in the third quarter worth about $26,000. UMB Bank n.a. boosted its stake in shares of MSC Industrial Direct by 442.1% in the 3rd quarter. UMB Bank n.a. now owns 309 shares of the industrial products company’s stock valued at $27,000 after purchasing an additional 252 shares in the last quarter. Quest Partners LLC grew its stake in shares of MSC Industrial Direct by 35,300.0% during the second quarter. Quest Partners LLC now owns 354 shares of the industrial products company’s stock valued at $28,000 after buying an additional 353 shares during the last quarter. Quent Capital LLC increased its holdings in shares of MSC Industrial Direct by 57.0% in the third quarter. Quent Capital LLC now owns 372 shares of the industrial products company’s stock worth $32,000 after buying an additional 135 shares during the period. Finally, First Horizon Advisors Inc. grew its position in MSC Industrial Direct by 53.0% during the 3rd quarter. First Horizon Advisors Inc. now owns 407 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 141 shares during the last quarter. 79.26% of the stock is currently owned by institutional investors.

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.