MSC INDUSTRIAL DIRECT ($MSM) posted quarterly earnings results on Thursday, October 23rd. The company reported earnings of $1.09 per share, beating estimates of $1.03 by $0.06. The company also reported revenue of $978,180,000, beating estimates of $973,895,307 by $4,284,693.
You can see Quiver Quantitative's $MSM stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
MSC INDUSTRIAL DIRECT Insider Trading Activity
MSC INDUSTRIAL DIRECT insiders have traded $MSM stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MSM stock by insiders over the last 6 months:
- KIMBERLY SHACKLETT (SVP, Sales & Customer Success) has made 0 purchases and 2 sales selling 4,259 shares for an estimated $388,847.
- PHILIP PELLER sold 2,000 shares for an estimated $180,000
- ERIK GERSHWIND (Chief Executive Officer) sold 2,000 shares for an estimated $178,778
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MSC INDUSTRIAL DIRECT Hedge Fund Activity
We have seen 186 institutional investors add shares of MSC INDUSTRIAL DIRECT stock to their portfolio, and 183 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DISCIPLINED GROWTH INVESTORS INC /MN removed 618,116 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $52,552,222
- MILLENNIUM MANAGEMENT LLC added 562,825 shares (+259.3%) to their portfolio in Q2 2025, for an estimated $47,851,381
- VICTORY CAPITAL MANAGEMENT INC added 493,884 shares (+63.3%) to their portfolio in Q2 2025, for an estimated $41,990,017
- ROYAL BANK OF CANADA added 467,441 shares (+994.8%) to their portfolio in Q2 2025, for an estimated $39,741,833
- FULLER & THALER ASSET MANAGEMENT, INC. added 455,281 shares (+81.7%) to their portfolio in Q2 2025, for an estimated $38,707,990
- SG CAPITAL MANAGEMENT LLC removed 396,257 shares (-62.5%) from their portfolio in Q2 2025, for an estimated $33,689,770
- INTERVAL PARTNERS, LP added 355,619 shares (+inf%) to their portfolio in Q2 2025, for an estimated $30,234,727
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MSC INDUSTRIAL DIRECT Analyst Ratings
Wall Street analysts have issued reports on $MSM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/15/2025
To track analyst ratings and price targets for MSC INDUSTRIAL DIRECT, check out Quiver Quantitative's $MSM forecast page.
MSC INDUSTRIAL DIRECT Price Targets
Multiple analysts have issued price targets for $MSM recently. We have seen 4 analysts offer price targets for $MSM in the last 6 months, with a median target of $91.5.
Here are some recent targets:
- Patrick Baumann from JP Morgan set a target price of $93.0 on 10/15/2025
- Chris Dankert from Loop Capital set a target price of $84.0 on 07/02/2025
- David Manthey from Baird set a target price of $95.0 on 07/02/2025
- Tommy Moll from Stephens & Co. set a target price of $90.0 on 07/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
