MS
MSM
MSC INDUSTRIAL DIRECT CO INC
$105.04
-1.07%
$5.9B
No data for this timeframe.
Vol
Market Cap$5.9B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders9 funds
Inst. Value$680.7M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$156.3K
Reddit Sentiment67° Warm
SEC Reports2
Exchange NYSE·Sector Wholesale-Industrial Machinery & Equipment·Inc. NY·CIK 0001003078·Prev Close $106.17
Recent Activity
Apr 21, 2026
SEC
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
Apr 15, 2026
SEC
Neal Dongre, Senior Vice President, General Counsel, and Corporate Secretary of MSC Industrial Direct Co., Inc., notifie
8-K — Impact 3/10
Apr 7, 2026
Insider
JACOBSON MITCHELL sold 14,972 shares
Director @ $0.00 ($0.00)
Feb 5, 2026
Insider
PALADINO STEVEN sold 13,960 shares
Director @ $0.00 ($0.00)
Feb 2, 2026
Insider
Seseri Rudina sold 1,800 shares
Director @ $86.83 ($156.3K)
Inst.
NORGES BANK — NEW
706,066 shares ($59.4M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
62,000 shares ($5.2M)
Apr 27, 2026
short_volume
Short Volume: MSM — 65.5% short (0.5M / 0.7M)
Short: 458,128 | Exempt: 620 | TRF Vol: 699,044 | Short Ratio: 65.5% | Off-exchange volume (dark poo
Price Targets
$93.50
-11.0% upside
Sell
Current $105.04
Low $67.00
Median $93.50
High $117.00
6 analysts
$67.00
$117.00
Analyst Ratings
0Strong Buy
0Buy
11Hold
4Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | Keybanc | UPGRADE | Sector Weight → Overweight |
| Feb 6, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.26 ▲ +5.1% | $1.24 — $1.31 | 17% YoY | 8 |
| Next Q | $1.26 ▲ +2.3% | $1.13 — $1.34 | 15% YoY | 8 |
| Current FY | $4.34 ▲ +1.4% | $4.25 — $4.44 | 16% YoY | 9 |
| Next FY | $4.94 ▲ +2.1% | $4.75 — $5.22 | 14% YoY | 9 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $354.8M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $143.6M | NEW |
| NORGES BANK | $59.4M | NEW |
| MORGAN STANLEY | $56.4M | ADD |
| BANK OF AMERICA CORP | $30.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 7, 2026 | JACOBSON MITCHELL | G | $0.00 |
| Feb 5, 2026 | PALADINO STEVEN | G | $0.00 |
| Feb 2, 2026 | Seseri Rudina | SELL | $156.3K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
9 institutional holders with $680.7M total value (8,093,627 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,218,760 | $354.8M | 52.1% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,707,553 | $143.6M | 21.1% | NEW |
| 3 | NORGES BANK | 706,066 | $59.4M | 8.7% | NEW |
| 4 | MORGAN STANLEY | 670,330 | $56.4M | 8.3% | ADD +39.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 361,194 | $30.4M | 4.5% | ADD +29.3% |
| 6 | FMR LLC | 352,482 | $29.6M | 4.4% | DOUBLED +353.7% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 62,000 | $5.2M | 0.8% | TRIM -64.6% |
| 8 | WELLS FARGO & COMPANY/MN | 9,164 | $770.7K | 0.1% | TRIM -26.3% |
| 9 | TWO SIGMA INVESTMENTS, LP | 6,078 | $511.2K | 0.1% | TRIM -31.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 706,066 | — | $59.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 175,200 | 62,000 | -64.6% | $5.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 8,868 | 6,078 | -31.5% | $511.2K | 2025-Q4 |
| UBS Group AG | DOUBLED | 237,485 | 479,244 | +101.8% | $44.2M | 2025-Q3 |
| FMR LLC | DOUBLED | 66,191 | 300,341 | +353.7% | $27.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 237,600 | 175,200 | -26.3% | $16.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 8,868 | — | $817.1K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 11,172 | 8,229 | -26.3% | $758.1K | 2025-Q3 |
| NORGES BANK | EXIT | 469,895 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 469,895 | — | $40.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 246,323 | 318,379 | +29.3% | $27.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 372,540 | 237,600 | -36.2% | $20.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 15,373 | 11,172 | -27.3% | $949.8K | 2025-Q2 |
| MORGAN STANLEY | ADD | 637,250 | 888,949 | +39.5% | $69.0M | 2025-Q1 |
| FMR LLC | DOUBLED | 8,638 | 80,950 | +837.1% | $6.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 213,475 | 50,600 | -76.3% | $3.9M | 2025-Q1 |
| NORGES BANK | EXIT | 465,062 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 19,593 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,199,213 | 637,250 | -46.9% | $47.6M | 2024-Q4 |
| NORGES BANK | DOUBLED | 165,736 | 465,062 | +180.6% | $34.7M | 2024-Q4 |
| UBS Group AG | ADD | 239,945 | 307,640 | +28.2% | $23.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 47,800 | 213,475 | +346.6% | $15.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 51,909 | 19,692 | -62.1% | $1.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,567,038 | — | $134.9M | 2024-Q3 |
| MORGAN STANLEY | ADD | 922,897 | 1,199,213 | +29.9% | $103.2M | 2024-Q3 |
3 unique insiders with 1 transactions. Net insider value: -$156.3K ($0.00 bought, $156.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 7, 2026 | JACOBSON MITCHELL | Director | G | 14,972 | $0.00 | $0.00 |
| Feb 5, 2026 | PALADINO STEVEN | Director | G | 13,960 | $0.00 | $0.00 |
| Feb 2, 2026 | Seseri Rudina | Director | SELL | 1,800 | $86.83 | $156.3K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 16 analysts: 0 strong buy, 0 buy, 11 hold, 4 sell, 1 strong sell.
Analyst Price Targets
$93.50 mean target
-11.0% upside
Sell (3.00)
$67.00 Low
$117.00 High
| Metric | Value |
|---|---|
| Current Price | $105.04 |
| Target Low | $67.00 |
| Target Mean | $93.50 |
| Target Median | $93.50 |
| Target High | $117.00 |
| # Analysts | 6 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$1.26 | $1.24 | $1.31 | 17.0% | +5.1% | 8↑ 0↓ | $1.0B | 6.3% | 8 |
| Next Q 2026-08-31 |
$1.26 | $1.13 | $1.34 | 15.2% | +2.3% | 6↑ 1↓ | $1.0B | 6.0% | 8 |
| Current FY 2026-08-31 |
$4.34 | $4.25 | $4.44 | 15.5% | +1.4% | 7↑ 1↓ | $3.9B | 4.7% | 9 |
| Next FY 2027-08-31 |
$4.94 | $4.75 | $5.22 | 13.8% | +2.1% | 6↑ 1↓ | $4.2B | 5.1% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.263 | |
| 7d ago | $1.261 | +0.002 |
| 30d ago | $1.202 | +0.061 |
| 60d ago | $1.210 | +0.054 |
| 90d ago | $1.211 | +0.052 |
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | Keybanc | UPGRADE | Sector Weight | Overweight |
| Feb 6, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 1 | 3 | 10 | 0 | 0 | 29% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Apr 27, 2026
short_volume
Short Volume: MSM — 65.5% short (0.5M / 0.7M)
Short: 458,128 | Exempt: 620 | TRF Vol: 699,044 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MSM — 1.7M shares, 42,025 trades
Week starting 2026-04-27. Total ATS volume: 1,678,919 shares across 42,025 trades.
Apr 20, 2026
dark_pool
Dark Pool: MSM — 0.8M shares, 28,522 trades
Week starting 2026-04-20. Total ATS volume: 755,884 shares across 28,522 trades.
Apr 13, 2026
dark_pool
Dark Pool: MSM — 0.6M shares, 24,576 trades
Week starting 2026-04-13. Total ATS volume: 624,292 shares across 24,576 trades.
Apr 6, 2026
dark_pool
Dark Pool: MSM — 0.9M shares, 32,450 trades
Week starting 2026-04-06. Total ATS volume: 923,626 shares across 32,450 trades.
Apr 1, 2026
earnings_calendar
MSM Q2 2026 Earnings Before Market Open — 2026-04-01
Mar 30, 2026
dark_pool
Dark Pool: MSM — 1.2M shares, 32,715 trades
Week starting 2026-03-30. Total ATS volume: 1,187,195 shares across 32,715 trades.
Mar 23, 2026
dark_pool
Dark Pool: MSM — 1.0M shares, 27,886 trades
Week starting 2026-03-23. Total ATS volume: 950,376 shares across 27,886 trades.
Mar 16, 2026
dark_pool
Dark Pool: MSM — 0.7M shares, 25,686 trades
Week starting 2026-03-16. Total ATS volume: 708,409 shares across 25,686 trades.
Mar 9, 2026
dark_pool
Dark Pool: MSM — 1.2M shares, 35,636 trades
Week starting 2026-03-09. Total ATS volume: 1,173,460 shares across 35,636 trades.
Mar 4, 2026
short_interest
FTD: MSM — 6,126 shares ($0.6M) failed to deliver
Settlement: 20260304, Price: $92.90, FTD Value: $569,105.4, MSC INDUSTRIAL DIRECT CO CL-A
Mar 2, 2026
dark_pool
Dark Pool: MSM — 1.3M shares, 32,908 trades
Week starting 2026-03-02. Total ATS volume: 1,293,140 shares across 32,908 trades.
Feb 23, 2026
dark_pool
Dark Pool: MSM — 0.6M shares, 19,667 trades
Week starting 2026-02-23. Total ATS volume: 620,749 shares across 19,667 trades.
Feb 16, 2026
dark_pool
Dark Pool: MSM — 0.6M shares, 18,372 trades
Week starting 2026-02-16. Total ATS volume: 562,157 shares across 18,372 trades.
Feb 9, 2026
dark_pool
Dark Pool: MSM — 0.9M shares, 22,793 trades
Week starting 2026-02-09. Total ATS volume: 906,503 shares across 22,793 trades.