51,365 Shares of MSC Industrial Direct Company, Inc. $MSM Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. bought a new position in shares of MSC Industrial Direct Company, Inc. (NYSE:MSM) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 51,365 shares of the industrial products company’s stock, valued at approximately $6,355,000.

Several other hedge funds have also recently bought and sold shares of MSM. Elevation Wealth Partners LLC lifted its position in MSC Industrial Direct by 89.9% during the second quarter. Elevation Wealth Partners LLC now owns 245 shares of the industrial products company’s stock valued at $29,000 after buying an additional 116 shares in the last quarter. Pension & Wealth Management Advisors Inc. purchased a new stake in MSC Industrial Direct during the 3rd quarter worth $32,000. First Horizon Corp boosted its position in MSC Industrial Direct by 101.0% during the 1st quarter. First Horizon Corp now owns 400 shares of the industrial products company’s stock worth $37,000 after purchasing an additional 201 shares during the period. Parkside Financial Bank & Trust boosted its position in MSC Industrial Direct by 60.3% during the 2nd quarter. Parkside Financial Bank & Trust now owns 319 shares of the industrial products company’s stock worth $38,000 after purchasing an additional 120 shares during the period. Finally, IFP Advisors Inc increased its holdings in MSC Industrial Direct by 529.7% in the 3rd quarter. IFP Advisors Inc now owns 636 shares of the industrial products company’s stock valued at $79,000 after purchasing an additional 535 shares in the last quarter. Hedge funds and other institutional investors own 79.26% of the company’s stock.

Trending Headlines about MSC Industrial Direct

Here are the key news stories impacting MSC Industrial Direct this week:

• Positive Sentiment: Fiscal fourth-quarter sales rose 10.3% year over year to $1.08 billion, exceeding expectations, while adjusted EPS of $1.45 topped the consensus estimate of $1.41. Management also anticipates continued sales growth in the first quarter. MSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results
• Positive Sentiment: Stephens upgraded MSM to “overweight” and raised its price target to $135 from $130. KeyCorp maintained an “overweight” rating while lowering its target to $140 from $145; both targets imply substantial upside from recent trading levels.
• Positive Sentiment: Director Reuben E. Slone purchased 433 shares for approximately $50,128, providing a modest insider-confidence signal. SEC insider transaction filing
• Neutral Sentiment: MSC Industrial released its fiscal 2026 Form 10-K, giving investors additional detail on its full-year operating performance, risks and strategic initiatives. MSC Industrial Direct Releases Fiscal Year 2026 Annual Report on Form 10-K
• Neutral Sentiment: Comparisons with Fastenal and Grainger highlight MSM’s dividend tradeoffs, including the balance between yield, payout safety and long-term growth. Fastenal vs. Grainger vs. MSC Industrial
• Negative Sentiment: GAAP diluted EPS declined to $0.85 from $1.01 a year earlier, while operating income was pressured by asset impairments and other items. Adjusted operating margin was 10.9%, but the underlying margin trend and technology-strategy pivot raised investor concerns.
• Negative Sentiment: Management flagged inflationary headwinds, increasing concern that labor, product and operating costs could limit the benefit of strong sales growth. These concerns explain why the stock has fallen sharply despite the earnings beat. MSC Industrial Sinks 14% Despite Record Sales

Insider Buying and Selling

In related news, Director Reuben E. Slone bought 433 shares of the business’s stock in a transaction on Friday, October 23rd. The shares were bought at an average cost of $115.77 per share, for a total transaction of $50,128.41. Following the completion of the acquisition, the director directly owned 433 shares in the company, valued at approximately $50,128.41. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 19.00% of the stock is owned by insiders.

MSC Industrial Direct Stock Up 1.6%

MSM stock opened at $114.20 on Friday. The firm’s 50-day moving average is $123.24 and its two-hundred day moving average is $116.51. MSC Industrial Direct Company, Inc. has a 52 week low of $78.80 and a 52 week high of $133.95. The company has a market capitalization of $6.38 billion, a price-to-earnings ratio of 28.69 and a beta of 0.82. The company has a current ratio of 1.78, a quick ratio of 0.72 and a debt-to-equity ratio of 0.11.

MSC Industrial Direct (NYSE:MSM) last posted its quarterly earnings results on Thursday, October 22nd. The industrial products company reported $1.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.04. MSC Industrial Direct had a net margin of 5.55% and a return on equity of 18.72%. The firm had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter in the previous year, the business posted $1.09 earnings per share. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. On average, analysts forecast that MSC Industrial Direct Company, Inc. will post 5.51 earnings per share for the current fiscal year.

MSC Industrial Direct Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Wednesday, November 11th will be paid a dividend of $0.89 per share. This is a boost from MSC Industrial Direct’s previous quarterly dividend of $0.87. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 3.1%. MSC Industrial Direct’s dividend payout ratio (DPR) is 87.44%.

Wall Street Analysts Forecast Growth

Several research firms have commented on MSM. Wall Street Zen raised MSC Industrial Direct from a “hold” rating to a “buy” rating in a research report on Saturday, July 4th. Wolfe Research initiated coverage on MSC Industrial Direct in a research note on Tuesday, September 15th. They issued a “peer perform” rating for the company. DA Davidson set a $155.00 target price on MSC Industrial Direct in a report on Tuesday, October 13th. Weiss Ratings upgraded MSC Industrial Direct from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, October 13th. Finally, Robert W. Baird set a $130.00 price target on MSC Industrial Direct in a report on Friday. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, MSC Industrial Direct has a consensus rating of “Moderate Buy” and an average price target of $132.44.

About MSC Industrial Direct

MSC Industrial Direct Co, Inc is a distributor of metalworking and maintenance, repair and operations (MRO) supplies. The company serves industrial and institutional customers with products used in machining, manufacturing, facility maintenance and workplace safety.

Its offerings include cutting tools, abrasives, tooling and workholding equipment, machinery, safety products, material-handling supplies, janitorial and facility-maintenance products, and other industrial consumables. MSC also provides technical support, inventory-management programs, vending and other supply-chain services designed to help customers manage procurement and production-related needs.

Founded in 1941, MSC serves customers primarily across the United States and Canada through sales representatives, customer service teams, catalogs, distribution operations and digital commerce platforms.