Market Cap
$6.9B
MSM
MSC INDUSTRIAL DIRECT CO INC
$130.06 ▲ +1.21%
Prev close $128.50Market cap$6.9B
ConsensusHold
12-mo target$131.00 (+0.7%)
▲ Neutral
Analyst conviction 4/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on MSM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (43%)
Inst. Holders
50 funds
Inst. Value
$4.4B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $156.3K sell
Insider Net $
-$156.3K
Social Sentiment
65° Warm
SEC Reports
4
Price chart 30d +10.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 Insider
Kuhns Robert M was granted 12,575 shares
EVP, Chief Financial Officer
Sep 7, 2026 dark_pool
Dark Pool: MSM — 0.8M shares, 29,442 trades
Week starting 2026-09-07. Total ATS volume: 791,299 shares across 29,442 trades.
Jul 20, 2026 Insider
Jul 1, 2026 SEC Siegel Walter was granted 2,013 shares
SVP, Gen Counsel & Corp Sec
MSC Industrial reported a strong fiscal Q3 2026 beat, with GAAP EPS of $1.44 (13.5% above consensus of $1.26) on revenue
8-K — Impact 7/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — TRIM
1,743,956 shares ($207.4M)
Jun 30, 2026 Inst.
Jun 16, 2026 SEC MORGAN STANLEY — ADD
783,623 shares ($93.2M)
MSC Industrial Direct declared its regular quarterly cash dividend of $0.87 per share, payable July 22, 2026 to sharehol
8-K — Impact 3/10
MSC Industrial reported Q2 FY2026 adjusted EPS of $0.82, missing consensus of $1.26 by 35%, on net sales of $917.8 milli
8-K — Impact 6/10
Analyst ratings buy % +48.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
43% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 13, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Jul 2, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 2, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Jun 2, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 27, 2026 | Keybanc | UPGRADE | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 8 | 0 | 0 | 43% | |
| Aug 1, 2026 | 1 | 5 | 8 | 0 | 0 | 43% | |
| Jul 1, 2026 | 1 | 4 | 7 | 0 | 0 | 42% | |
| Jun 1, 2026 | 1 | 3 | 7 | 0 | 0 | 36% | |
| May 1, 2026 | 0 | 0 | 11 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 11 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 12 | 4 | 1 | 0% | |
| Feb 1, 2026 | 1 | 3 | 10 | 0 | 0 | 29% |
Price targets
Where 7 covering analysts think MSM trades over the next 12 months.
$131.00 +0.7% upside Hold
Current$130.06 Low$67.00 Median$140.00 High$155.00 7 analysts
$67.00$155.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
The underrated part of MSM: private land in North Carolina.
▲ 1 · 💬 1· ⚡ 0.5
Don't believe what the MSM says
▲ 1 · 💬 6· ⚡ 0.5
The underrated part of MSM: private land in North Carolina.
▲ 1 · 💬 0· ⚡ 0.5
Sprott backing got my attention on MSM.
▲ 1 · 💬 1· ⚡ 0.5
MSM is not just “another silver junior.” The bigger story is America’s first silver mine being re-discovered.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.
BULLISH8-K7/10
MSC Industrial reported a strong fiscal Q3 2026 beat, with GAAP EPS of $1.44 (13.5% above consensus
Jul 1, 2026
NEUTRAL8-K3/10
MSC Industrial Direct declared its regular quarterly cash dividend of $0.87 per share, payable July
Jun 16, 2026
MIXED8-K6/10
MSC Industrial reported Q2 FY2026 adjusted EPS of $0.82, missing consensus of $1.26 by 35%, on net s
Apr 21, 2026
NEUTRAL8-K3/10
Neal Dongre, Senior Vice President, General Counsel, and Corporate Secretary of MSC Industrial Direc
Apr 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MSM — 0.8M shares, 29,442 trades
Week starting 2026-09-07. Total ATS volume: 791,299 shares across 29,442 trades.
Aug 31, 2026
short_interest_report
Short Interest: MSM up 20% to 2.3M shares
Settlement 2026-08-31 | Days to cover: 4.34 | ≈4.13% of shares outstanding (est.)
Aug 31, 2026
dark_pool
Dark Pool: MSM — 0.9M shares, 33,309 trades
Week starting 2026-08-31. Total ATS volume: 889,189 shares across 33,309 trades.
Aug 24, 2026
dark_pool
Dark Pool: MSM — 0.6M shares, 23,546 trades
Week starting 2026-08-24. Total ATS volume: 641,312 shares across 23,546 trades.
Aug 17, 2026
dark_pool
Dark Pool: MSM — 0.9M shares, 33,311 trades
Week starting 2026-08-17. Total ATS volume: 921,377 shares across 33,311 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.40 | $1.34–$1.46 | 28.3% | +0.1% | 7↑ 0↓ | $1.1B | 8 |
| Next Q | $1.21 | $1.14–$1.28 | 22.4% | +0.0% | 4↑ 1↓ | $1.0B | 7 |
| Current FY | $4.60 | $4.30–$4.69 | 22.4% | +0.0% | 7↑ 0↓ | $4.0B | 10 |
| Next FY | $5.45 | $5.10–$5.83 | 18.3% | +0.0% | 7↑ 0↓ | $4.3B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.399 | — |
| 7d ago | $1.397 | +0.001 |
| 30d ago | $1.397 | +0.001 |
| 60d ago | $1.397 | +0.001 |
| 90d ago | $1.274 | +0.125 |
Institutional ownership
Which big funds own MSM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.4B total value (36,782,455 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,560,498 | $661.4M | 15.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,139,176 | $254.5M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,026,407 | $241.0M | 5.5% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,887,419 | $224.5M | 5.1% | — |
| AMERICAN CENTURY COMPANIES INC | 1,743,956 | $207.4M | 4.8% | TRIM -33.3% |
| Boston Partners | 1,714,389 | $204.0M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 1,676,859 | $199.5M | 4.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,530,616 | $182.1M | 4.2% | — |
| STATE STREET CORP | 1,463,620 | $174.1M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,248,087 | $148.5M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | TRIM | 2,612,963 | 1,743,956 | -33.3% | $207.4M |
| MORGAN STANLEY | ADD | 616,204 | 783,623 | +27.2% | $93.2M |
| Quantinno Capital Management LP | ADD | 461,835 | 653,578 | +41.5% | $77.7M |
| CITADEL ADVISORS LLC | ADD | 398,364 | 619,507 | +55.5% | $73.7M |
| Alyeska Investment Group, L.P. | NEW | — | 419,828 | — | $49.9M |
| GOLDMAN SACHS GROUP INC | ADD | 300,042 | 402,667 | +34.2% | $47.9M |
| NORGES BANK | NEW | — | 398,005 | — | $47.3M |
| AMERIPRISE FINANCIAL INC | ADD | 186,737 | 331,101 | +77.3% | $39.4M |
| Freestone Grove Partners LP | DOUBLED | 8,078 | 321,239 | +3876.7% | $38.2M |
| Qube Research & Technologies Ltd | DOUBLED | 50,803 | 292,848 | +476.4% | $34.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 5 transactions. Net -$156.3K — $0.00 bought, $156.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Kuhns Robert M | EVP, Chief Financial Officer | AWARD | 12,575 | — | — |
| Jul 20, 2026 | Siegel Walter | SVP, Gen Counsel & Corp Sec | AWARD | 2,013 | — | — |
| Apr 7, 2026 | JACOBSON MITCHELL | Director | GIFT | 14,972 | — | — |
| Feb 5, 2026 | PALADINO STEVEN | Director | GIFT | 13,960 | — | — |
| Feb 2, 2026 | Seseri Rudina | Director | SELL | 1,800 | $86.83 | $156.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MSM.
Shares short
2,456,031
Settlement Sep 15, 2026
Change vs prior
+6.5%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈4.4%
Estimate — not % of float
All MSM filing & press-release reports (4)
- 8-K reportJul 1, 2026
- 8-K reportJun 16, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 15, 2026