Sei Investments Co. Grows Position in MSC Industrial Direct Company, Inc. $MSM

Posted by Brian Himes on Aug 2nd, 2026

Sei Investments Co. increased its stake in shares of MSC Industrial Direct Company, Inc. (NYSE:MSM – Free Report) by 57.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 116,351 shares of the industrial products company’s stock after acquiring an additional 42,562 shares during the quarter. Sei Investments Co.’s holdings in MSC Industrial Direct were worth $10,735,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of MSM. Willis Investment Counsel lifted its position in shares of MSC Industrial Direct by 48.6% in the fourth quarter. Willis Investment Counsel now owns 37,870 shares of the industrial products company’s stock worth $3,185,000 after buying an additional 12,383 shares in the last quarter. AMG National Trust Bank bought a new position in MSC Industrial Direct during the fourth quarter valued at approximately $1,258,000. Royce & Associates LP grew its holdings in MSC Industrial Direct by 8.0% during the 4th quarter. Royce & Associates LP now owns 420,750 shares of the industrial products company’s stock valued at $35,385,000 after buying an additional 31,260 shares in the last quarter. LSV Asset Management grew its holdings in MSC Industrial Direct by 1,711.1% during the 4th quarter. LSV Asset Management now owns 16,300 shares of the industrial products company’s stock valued at $1,371,000 after buying an additional 15,400 shares in the last quarter. Finally, Teacher Retirement System of Texas increased its stake in MSC Industrial Direct by 259.0% in the 4th quarter. Teacher Retirement System of Texas now owns 85,573 shares of the industrial products company’s stock worth $7,197,000 after acquiring an additional 61,734 shares during the last quarter. 79.26% of the stock is owned by hedge funds and other institutional investors.

MSC Industrial Direct Trading Up 1.7%

Shares of NYSE MSM opened at $123.55 on Friday. The business’s 50 day moving average is $118.95 and its two-hundred day moving average is $102.59. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.55 and a quick ratio of 0.72. MSC Industrial Direct Company, Inc. has a 1-year low of $78.80 and a 1-year high of $128.79. The stock has a market capitalization of $6.90 billion, a P/E ratio of 29.84 and a beta of 0.83.

MSC Industrial Direct (NYSE:MSM – Get Free Report) last issued its quarterly earnings data on Wednesday, July 1st. The industrial products company reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.15. The business had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $1.03 billion. MSC Industrial Direct had a return on equity of 17.34% and a net margin of 5.91%.The company’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.08 earnings per share. As a group, research analysts expect that MSC Industrial Direct Company, Inc. will post 4.49 EPS for the current year.

MSC Industrial Direct Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Wednesday, July 8th were issued a dividend of $0.87 per share. This represents a $3.48 annualized dividend and a yield of 2.8%. The ex-dividend date was Wednesday, July 8th. MSC Industrial Direct’s dividend payout ratio is presently 84.06%.

Analysts Set New Price Targets

MSM has been the topic of several recent research reports. Wall Street Zen raised MSC Industrial Direct from a “hold” rating to a “buy” rating in a report on Saturday, July 4th. Jefferies Financial Group set a $130.00 target price on shares of MSC Industrial Direct in a report on Wednesday, July 1st. Weiss Ratings upgraded shares of MSC Industrial Direct from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 7th. KeyCorp upped their price target on shares of MSC Industrial Direct from $132.00 to $145.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Finally, DA Davidson upped their price target on shares of MSC Industrial Direct from $145.00 to $150.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $123.43.

View Our Latest Analysis on MSC Industrial Direct

About MSC Industrial Direct

(Free Report)

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.