Deprince Race & Zollo Inc. Buys 212,074 Shares of MSC Industrial Direct Company, Inc. $MSM

Deprince Race & Zollo Inc. lifted its stake in MSC Industrial Direct Company, Inc. (NYSE:MSM) by 43.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 705,775 shares of the industrial products company’s stock after buying an additional 212,074 shares during the period. MSC Industrial Direct comprises approximately 1.2% of Deprince Race & Zollo Inc.’s holdings, making the stock its 16th largest holding. Deprince Race & Zollo Inc.’s holdings in MSC Industrial Direct were worth $65,122,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Pictet Asset Management Holding SA boosted its stake in MSC Industrial Direct by 9.2% in the 1st quarter. Pictet Asset Management Holding SA now owns 6,929 shares of the industrial products company’s stock valued at $639,000 after buying an additional 583 shares in the last quarter. GHP Investment Advisors Inc. lifted its holdings in shares of MSC Industrial Direct by 8.7% during the first quarter. GHP Investment Advisors Inc. now owns 44,360 shares of the industrial products company’s stock valued at $4,093,000 after acquiring an additional 3,535 shares during the period. Louisiana State Employees Retirement System bought a new position in shares of MSC Industrial Direct during the first quarter valued at $1,227,000. Blue Trust Inc. boosted its stake in shares of MSC Industrial Direct by 15.5% in the 1st quarter. Blue Trust Inc. now owns 2,655 shares of the industrial products company’s stock valued at $245,000 after purchasing an additional 356 shares in the last quarter. Finally, Krilogy Financial LLC acquired a new stake in shares of MSC Industrial Direct in the 1st quarter valued at $233,000. Institutional investors own 79.26% of the company’s stock.

Trending Headlines about MSC Industrial Direct

Here are the key news stories impacting MSC Industrial Direct this week:

• Positive Sentiment: MSC Industrial beat Wall Street estimates on both earnings and revenue, reporting adjusted EPS of $1.43 versus expectations around $1.27-$1.28 and sales of $1.047 billion versus the $1.03 billion consensus. MSC Industrial Supply Co. Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Revenue grew 7.8% year over year, while diluted EPS improved to $1.44 from $1.02, reinforcing that profitability is improving alongside top-line growth. MSC Industrial Supply Co. Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: The stock also touched a new 52-week high, suggesting investors are rewarding the earnings beat and may be bidding up the shares on stronger-than-expected business performance. MSC Industrial Direct (NYSE:MSM) Reaches New 52-Week High – Should You Buy?
• Neutral Sentiment: Commentary and transcript coverage from several outlets indicate investors are digesting the earnings call for clues on demand trends, margins, and the outlook, but no new negative catalyst stands out from the articles provided. MSC Industrial Direct Co., Inc. (MSM) Q3 2026 Earnings Call Transcript

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on MSM shares. KeyCorp reiterated an “overweight” rating and set a $145.00 target price on shares of MSC Industrial Direct in a research report on Wednesday. Jefferies Financial Group set a $130.00 price objective on shares of MSC Industrial Direct in a research note on Wednesday. DA Davidson started coverage on shares of MSC Industrial Direct in a report on Tuesday, June 16th. They set a “buy” rating and a $145.00 price objective for the company. Finally, Weiss Ratings raised shares of MSC Industrial Direct from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, June 23rd. Two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $117.33.

MSC Industrial Direct Stock Performance

MSC Industrial Direct stock opened at $123.26 on Thursday. MSC Industrial Direct Company, Inc. has a 12-month low of $78.80 and a 12-month high of $127.51. The stock has a 50-day simple moving average of $110.13 and a 200 day simple moving average of $96.85. The company has a quick ratio of 0.78, a current ratio of 1.73 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $6.88 billion, a price-to-earnings ratio of 33.13 and a beta of 0.83.

MSC Industrial Direct (NYSE:MSM) last posted its quarterly earnings data on Wednesday, July 1st. The industrial products company reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.15. MSC Industrial Direct had a net margin of 5.42% and a return on equity of 16.06%. The firm had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.03 billion. During the same quarter last year, the company posted $1.08 EPS. The company’s quarterly revenue was up 7.8% compared to the same quarter last year. On average, research analysts anticipate that MSC Industrial Direct Company, Inc. will post 4.36 earnings per share for the current fiscal year.

MSC Industrial Direct Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Wednesday, July 8th will be paid a $0.87 dividend. The ex-dividend date of this dividend is Wednesday, July 8th. This represents a $3.48 dividend on an annualized basis and a dividend yield of 2.8%. MSC Industrial Direct’s dividend payout ratio is 93.55%.

MSC Industrial Direct Profile

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.