MSC Industrial Direct Co., Inc. Class A (MSM)

MSC Industrial Direct's stock price has increased by 12.87% in the past six months, and approximately 13% year-to-date as of November 2025. The company has navigated a soft demand environment in its key manufacturing end markets. Significant insider buying has occurred, with directors Mitchell Jacobson and Philip Peller making substantial purchases of Class A shares in November 2025. MSC Industrial Direct increased its quarterly dividend to $0.87 per share, paid on November 26, 2025. The company also reported its fiscal Q4 2025 earnings, exceeding Wall Street's expectations with an EPS of $1.09 and revenue of $978.2 million.

Demand for MSC Industrial Direct's products and services exhibits some seasonality. Fiscal December's performance is typically impacted by holiday shutdowns and calendar shifts, leading to potential softness in demand. However, the company has observed instances where demand can outperform historical seasonal averages, as seen in January and February 2025.

MSC Industrial Direct Co., Inc. is a leading North American distributor of metalworking and MRO products and services, operating within the Industrial Equipment Wholesale and Industrial Goods and Machinery sectors. The company offers approximately 2.4 million items, serving a diverse customer base from individual machine shops to Fortune 100 companies and government agencies.

MSC Industrial Direct's primary operations are concentrated in North America, generating over 95% of its revenue, with a presence in the United States, Canada, and Mexico. The company also has operations in the UK. As of November 2024, MSC Industrial Direct maintains 35 locations across the United States, operating through a network of five regional Customer Fulfillment Centers and 12 branch offices.

MSC Industrial Direct Co., Inc. is consistently described as a leading North American distributor in its field. Its performance is often viewed as an indicator of the broader health of the North American industrial and manufacturing sectors, suggesting a strong and respected position within the industry. The company's focus on customer service, technical expertise, and tailored solutions contributes to its standing as a critical partner for businesses.

The ownership structure of MSC Industrial Direct Co., Inc. is predominantly held by institutional investors, who own approximately 74.78% to 82.3% of the company's stock. Individual investors hold about 18.58%, while insiders own around 18.49% or 17.7%. Major institutional shareholders include State Street Corp., Old Republic International Corp., Vanguard Fiduciary Trust Co., BlackRock, Inc., Boston Partners Global Investors, Inc., Charles Schwab Investment Management, Inc., and SEI Investments Co. Mitchell Jacobson, a director and 10% owner, holds the most shares among individual owners.