Rockland Trust Co. Sells 11,181 Shares of MSC Industrial Direct Company, Inc. $MSM

Rockland Trust Co. cut its holdings in shares of MSC Industrial Direct Company, Inc. (NYSE:MSM) by 63.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,326 shares of the industrial products company’s stock after selling 11,181 shares during the period. Rockland Trust Co.’s holdings in MSC Industrial Direct were worth $532,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Quent Capital LLC acquired a new position in MSC Industrial Direct in the third quarter valued at approximately $31,000. Hantz Financial Services Inc. grew its holdings in MSC Industrial Direct by 257.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 361 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 260 shares during the period. Quarry LP raised its position in shares of MSC Industrial Direct by 71.7% during the 3rd quarter. Quarry LP now owns 503 shares of the industrial products company’s stock valued at $46,000 after acquiring an additional 210 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in shares of MSC Industrial Direct by 130.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 576 shares of the industrial products company’s stock valued at $49,000 after acquiring an additional 326 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in shares of MSC Industrial Direct by 79.9% in the 1st quarter. NewEdge Advisors LLC now owns 750 shares of the industrial products company’s stock valued at $58,000 after purchasing an additional 333 shares during the period. Institutional investors and hedge funds own 79.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on MSM. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $95.00 price objective on shares of MSC Industrial Direct in a research note on Friday, February 6th. Weiss Ratings restated a “hold (c)” rating on shares of MSC Industrial Direct in a report on Wednesday, January 28th. KeyCorp restated a “sector weight” rating on shares of MSC Industrial Direct in a research report on Thursday, January 8th. Robert W. Baird set a $94.00 price target on MSC Industrial Direct in a research note on Thursday, January 8th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $85.00 price target on shares of MSC Industrial Direct in a research report on Thursday, January 8th. Nine research analysts have rated the stock with a Hold rating, According to MarketBeat.com, MSC Industrial Direct presently has a consensus rating of “Hold” and an average price target of $90.50.

MSC Industrial Direct Stock Down 0.9%

NYSE:MSM opened at $91.42 on Thursday. MSC Industrial Direct Company, Inc. has a 1 year low of $68.10 and a 1 year high of $96.99. The stock has a 50-day moving average price of $90.83 and a two-hundred day moving average price of $88.32. The stock has a market cap of $5.10 billion, a price-to-earnings ratio of 24.98 and a beta of 0.79. The company has a current ratio of 1.73, a quick ratio of 0.82 and a debt-to-equity ratio of 0.15.

MSC Industrial Direct (NYSE:MSM) last released its quarterly earnings results on Wednesday, April 1st. The industrial products company reported $0.82 EPS for the quarter, missing analysts’ consensus estimates of $0.84 by ($0.02). MSC Industrial Direct had a return on equity of 15.73% and a net margin of 5.37%.The business had revenue of $917.77 million for the quarter, compared to analyst estimates of $931.69 million. During the same period in the prior year, the business earned $0.72 EPS. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. As a group, equities analysts expect that MSC Industrial Direct Company, Inc. will post 3.57 earnings per share for the current year.

MSC Industrial Direct Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 8th will be issued a $0.87 dividend. This represents a $3.48 annualized dividend and a dividend yield of 3.8%. The ex-dividend date is Wednesday, April 8th. MSC Industrial Direct’s dividend payout ratio is 95.08%.

Key Stories Impacting MSC Industrial Direct

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

• Positive Sentiment: Year-over-year profit improvement — MSC reported higher EPS versus the year‑ago quarter (EPS rose from $0.72 to $0.82 reported; adjusted EPS also showed improvement), and operating income/adjusted operating margin expanded year over year, indicating better underlying profitability. MSC Industrial Supply Co. Reports Fiscal 2026 Second Quarter Results
• Neutral Sentiment: Analyst expectations were mixed into the print — several analysts had revised forecasts ahead of the call, anticipating a stronger quarter, so the miss surprised some market participants. Earnings call transcript and slide deck are available for detail on drivers and management commentary. Analyst Revisions Ahead Of Earnings Call Slide Deck Earnings Call Transcript
• Negative Sentiment: Revenue and headline EPS missed consensus — Net sales were $917.8M versus consensus near $931.7M, and reported EPS of $0.82 missed the ~$0.84 consensus (some outlets also note GAAP vs. adjusted EPS differences). The top‑line shortfall is the primary driver of downward pressure on the stock. Zacks: Q2 Earnings and Revenues Lag Estimates
• Negative Sentiment: Market reaction and volume — Coverage notes the stock “slides” after the print and trading volume picked up, reflecting investor selling on the miss and revenue weakness. MSN: Shares Slide After Earnings Miss Blockonomi: Stock Falls Despite Earnings Beat

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.