Insider Buying: MSC Industrial Direct (NYSE:MSM) Director Buys 250,000 Shares of Stock

Posted by Francis Steltz on Oct 27th, 2026

MSC Industrial Direct Company, Inc. (NYSE:MSM – Get Free Report) Director Mitchell Jacobson purchased 250,000 shares of the firm’s stock in a transaction dated Friday, October 23rd. The shares were bought at an average price of $115.94 per share, for a total transaction of $28,985,000.00. Following the completion of the transaction, the director owned 2,578,192 shares of the company’s stock, valued at approximately $298,915,580.48. This trade represents a 10.74% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website.

MSC Industrial Direct Price Performance

NYSE:MSM traded down $0.48 during mid-day trading on Tuesday, hitting $118.24. 1,197,225 shares of the stock traded hands, compared to its average volume of 750,194. The business’s 50-day moving average price is $123.18 and its 200 day moving average price is $108.47. The company has a market cap of $6.60 billion, a PE ratio of 29.71 and a beta of 0.82. MSC Industrial Direct Company, Inc. has a 12-month low of $78.80 and a 12-month high of $133.95. The company has a quick ratio of 0.85, a current ratio of 1.78 and a debt-to-equity ratio of 0.11.

MSC Industrial Direct (NYSE:MSM – Get Free Report) last posted its earnings results on Thursday, October 22nd. The industrial products company reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.07 billion. During the same quarter in the prior year, the firm posted $1.09 EPS. MSC Industrial Direct’s revenue was up 10.3% on a year-over-year basis. On average, analysts expect that MSC Industrial Direct Company, Inc. will post 5.51 EPS for the current fiscal year.

MSC Industrial Direct Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Wednesday, November 11th will be given a dividend of $0.89 per share. The ex-dividend date is Tuesday, November 10th. This is a boost from MSC Industrial Direct’s previous quarterly dividend of $0.87. This represents a $3.56 annualized dividend and a yield of 3.0%. MSC Industrial Direct’s dividend payout ratio (DPR) is presently 89.45%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in MSM. VELA Investment Management LLC purchased a new position in shares of MSC Industrial Direct in the second quarter valued at about $3,789,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of MSC Industrial Direct in the second quarter worth about $1,392,000. California State Teachers Retirement System increased its stake in shares of MSC Industrial Direct by 27.5% during the first quarter. California State Teachers Retirement System now owns 53,748 shares of the industrial products company’s stock valued at $4,959,000 after buying an additional 11,580 shares during the period. Wellington Management Group LLP lifted its stake in MSC Industrial Direct by 13.0% in the second quarter. Wellington Management Group LLP now owns 236,504 shares of the industrial products company’s stock worth $28,132,000 after acquiring an additional 27,171 shares during the period. Finally, Trust Co. of Vermont purchased a new stake in shares of MSC Industrial Direct in the 2nd quarter worth about $1,039,000. 79.26% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on MSM. Barclays upped their target price on shares of MSC Industrial Direct from $152.00 to $159.00 and gave the stock an “overweight” rating in a research report on Monday. DA Davidson set a $155.00 price objective on MSC Industrial Direct in a report on Tuesday, October 13th. Robert W. Baird set a $130.00 target price on MSC Industrial Direct in a research report on Friday. Jefferies Financial Group raised shares of MSC Industrial Direct from a “hold” rating to a “buy” rating and upped their price objective for the company from $130.00 to $135.00 in a research note on Friday. Finally, Rothschild & Co Redburn initiated coverage on shares of MSC Industrial Direct in a research note on Monday, July 13th. They issued a “buy” rating and a $155.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $133.22.

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MSC Industrial Direct Company Profile

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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.