MSC Industrial Direct (MSM)
Supplying metalworking and MRO products through industrial-distribution channels.
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Supplies metalworking and MRO products and services through catalog, digital, fulfillment, and field-solutions channels. Acquisitions have expanded regional coverage and specialized industrial capabilities.
Distributes metalworking and MRO products and services across North America. Its offering pairs cutting tools, fasteners, MRO and assembly tools, and technical solutions with catalog, digital, fulfillment, and field-solutions channels for industrial customers. The business combines product distribution with integrated fulfillment and field services.
Roots in a 1941 cutting-tool business developed into a broader industrial-distribution model. Acquisitions have added regional coverage and specialized capabilities while retaining the metalworking-and-MRO focus. Acquired businesses include specialized distributors and technical assets. Most associates are U.S.-based, and a recent reclassification eliminated Class B common stock.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 13, 2026 | Redburn Partners | Target | Target: — | Target: $155 |
| Jul 2, 2026 | DA Davidson | Reiterate | Rating: —Target: — | Target: $150 |
| Jul 1, 2026 | Jefferies | Target | Target: $85 | Target: $130 |
| Jul 1, 2026 | KeyBanc | Reiterate | Rating: —Target: $120 | Target: $145 |
| Jun 15, 2026 | Industrial Alliance Securities | Target | Target: $95 | Target: $145 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 30, 2026Cash & short-term investments $74.1M · Total debt $555.4M · Total assets $2.50B · Shareholders' equity $1.42B
- Revenue
- $1.05B
- Operating income
- $106.7M
- Net income
- $80.4M
HistoryDividendAnnual yield
| Institutions | 86.10% | 48.08M shares | |
|---|---|---|---|
| 492 holders · as of Jun 30, 2026 | |||
| Insiders | 20.72% | 11.57M shares | |
| 17 holders · as of Apr 9, 2026 | |||
| Adds to | 106.82% | ||
55.85M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 106.82%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Mitchell Jacobson1Insiderdirector, 10 percent owner | 14.93% | 8.28M | filed Apr 9, 2026 |
BlackRock, Inc.Institution | 9.96% | 5.56M | as of Jun 30, 2026 |
Marjorie Gershwind2Insider10 percent owner | 4.79% | 2.10M | filed Oct 5, 2023 |
Vanguard Portfolio Management LLCInstitution | 3.83% | 2.14M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.63% | 2.03M | as of Jun 30, 2026 |
- Mitchell Jacobson's transaction reports restate only vehicles that traded; the 2023 ownership statement (8.28M) plus the 60.5K net shares acquired since is used instead.
- Marjorie Gershwind's transaction reports restate only vehicles that traded; the 2017 ownership statement (2.10M) plus the 572.8K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 2, 2026 | Rudina Seseri | director | −1,800 | $86.83 |
| Nov 18, 2025 | Mitchell Jacobson | director, 10 percent owner: | +22,870 | $84.96 |
| Nov 13, 2025 | Philip Peller | director | +6,666 | $90.14 |
| Oct 30, 2025 | Mitchell Jacobson | director, 10 percent owner: | +95,779 | $84.92 |
| Oct 31, 2025 | Mitchell Jacobson | director, 10 percent owner: | +34,073 | $84.76 |
- W.W. Grainger
Broad-line MRO distribution and enterprise procurement overlap
- Fastenal
Fasteners, MRO supplies, and managed inventory overlap
- Applied Industrial Technologies
Value-added MRO and technical-solution distribution overlap
- WESCO International
Industrial MRO, automation, and supply-chain services overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MSC Industrial Direct | $122.53 | +0.95% | $6.78B | 29.3 | 23.2 | 1.7 | +7.8% |
| W.W. Grainger | $1,271.24 | +0.21% | $59.90B | 32.4 | 26.2 | 3.2 | +10.3% |
| Fastenal | $50.43 | +0.70% | $57.47B | 42.4 | 37.4 | 6.6 | +14.7% |
| Applied Industrial Technologies | $333.54 | +1.14% | $12.19B | 30.1 | 27.7 | 2.5 | +10.5% |
| WESCO International | $364.98 | +0.80% | $17.65B | 25.0 | 20.0 | 0.7 | +13.0% |
| Median | 31.2 | 27.0 | 2.8 | +11.7% |