MSM Form 4 Filings - MSC Industrial Direct Co., Inc. SEC Form 4
This article provides a comprehensive list of MSC Industrial Direct Co., Inc. (MSM) Form 4 SEC filings from the last 12 months, detailing insider transactions by officers, directors, and large holders. Each entry includes a summary of the transaction, such as equity grants, RSU vestings, share sales, and gifts, along with the date and time of the filing. The filings highlight various equity activities, including restricted stock unit awards to executives and directors, share transfers, and purchases of Class A common stock.
MSC Industrial (NYSE: MSM) CFO reports no direct stock stake
MSC Industrial's CFO, Robert M. Kuhns, filed an initial statement of beneficial ownership indicating he held no direct shares of the company's Class A common stock as of September 14, 2026. This Form 3 filing provides transparency regarding insider holdings and shows no recent buy or sell transactions for the CFO. The report details the security type, par value, and reporting date, affirming a zero direct shareholding.
CFO equity grant at MSC Industrial (NYSE: MSM) vests through 2030
MSC Industrial's CFO, Robert M. Kuhns, received a grant of 12,575 Restricted Stock Units (RSUs) on September 14, 2026. These RSUs will vest in annual installments from 2027 through 2030, contingent on his continued employment with the company. The grant represents a significant equity award designed to align the CFO's interests with long-term company performance.
MSC Industrial Supply Co. to Attend Jefferies Global Industrials Conference
MSC Industrial Supply Co. (NYSE: MSM) announced its attendance at the 2026 Jefferies Global Industrials Conference in New York City. President & CEO Martina McIsaac and VP of Investor Relations & Business Development Ryan Mills will represent the company. They are scheduled to participate in a fireside chat on September 9, 2026, at 8:10 a.m. EST, which will be webcast live.
Is Louise Goeser’s Planned Board Exit a Test of MSC Industrial’s (MSM) Governance Amid Weaker Returns?
MSC Industrial Direct Co., Inc. announced that director Louise Goeser will not seek re-election in 2027, a decision attributed to retirement and not disagreements. This departure coincides with analyst concerns over stagnant sales, weaker EPS, and reduced returns on capital, prompting scrutiny of the company's governance and its ability to address these financial pressures. While recent Q3 2026 results showed increased net income, the article highlights ongoing questions about volume trends and pricing power as more critical to the stock's future than the board succession.
MSC Industrial Direct board member Louise Goeser to retire after current term
Louise Goeser, a board member of MSC Industrial Direct Co., Inc. (NYSE: MSM), will not seek re-election at the company's 2027 Annual Meeting of Shareholders due to retirement planning. Her decision is not a result of any disagreement with the company. This announcement follows strong performance from MSC Industrial Direct, with shares up nearly 50% year-to-date and positive fiscal third-quarter results that exceeded analyst expectations.
MSC Industrial (MSM): Spruce Trust and Korenvaes report over 5% ownership stake
Harlan B. Korenvaes and Spruce Trust have each reported beneficial ownership exceeding 5% in MSC Industrial Direct Co., Inc. Korenvaes holds 5.9% of Class A Common Stock, while Spruce Trust holds 5.7%, with both entities possessing sole voting and dispositive power over their respective shares. This disclosure, filed via Schedule 13G, indicates passive investment intent.
MSC Industrial Direct (MSM) Stock Dropped, What Is Drawing Attention Now?
MSC Industrial Direct (MSM) stock has experienced a recent pullback despite a strong year-to-date performance, raising questions about its current valuation. Analysts have a consensus fair value of $103.14 per share, indicating the stock is currently overvalued compared to its last close of $120.06. The article suggests investors examine key drivers like revenue growth and margins, and consider diversifying their portfolio with other investment ideas.
Rising Analyst Optimism And Falling Short Interest Could Be A Game Changer For MSC Industrial Direct (MSM)
MSC Industrial Direct (MSM) is experiencing increased attention from Wall Street analysts, with several upgrading their views and short interest declining. This shift reflects growing confidence in the company's ability to convert stable demand into earnings and dividends, despite mixed industrial conditions. While this improved sentiment is positive, investors should still be aware of risks such as softer industrial demand and rising costs.
ETFs Investing in MSC Industrial Direct Co., Inc. Class A Stocks
This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold MSC Industrial Direct Co., Inc. Class A stocks, sorted by market value. It details various ETFs, including their issuers, management styles, focus, expense ratios, assets under management (AUM), and 3-year NAV total returns, offering insights for investors interested in lower-risk investment opportunities.
MSC Industrial Direct (MSM) Stock Looks Pricey Despite Steady Earnings Expectations
MSC Industrial Direct (MSM) stock has delivered a strong 73.6% return over the past five years, but recent valuation checks suggest it is currently overvalued. The company's P/E ratio of 30.7x is higher than the industry average of 24.8x and Simply Wall St's fair P/E estimate of 23.8x, indicating a premium pricing by the market. This premium requires sustained confidence in the company's earnings quality and cash generation, with future performance dependent on maintaining margins and customer demand.
MSC Industrial Direct Co., Inc. Class A Revenue Breakdown – BX:MSM
MSC Industrial Direct Co., Inc. Class A (BX:MSM) generated 3.02 billion CHF in revenue last year. The "Manufacturing Heavy" segment was the top performer, contributing 1.75 billion CHF. The majority of the company's revenue, 2.87 billion CHF, came from the United States market.
MSC Industrial Direct (NYSE: MSM) grants 2,013 RSUs to senior VP Siegel
MSC Industrial Direct (NYSE: MSM) granted 2,013 Restricted Stock Units (RSUs) to Walter Siegel, Senior Vice President and General Counsel, on July 20, 2026. These RSUs will vest in multiple tranches between 2027 and 2030, contingent on his continued employment, with shares delivered upon vesting. Following this grant, Mr. Siegel directly holds 2,013 RSUs.
MSC Industrial (NYSE: MSM) SVP reports no Class A stock ownership
Walter Siegel, SVP, General Counsel & Corporate Secretary of MSC Industrial Direct Co. Inc. (NYSE: MSM), has filed an initial statement of beneficial ownership for Class A Common Stock, reporting zero shares held. This Form 3 filing indicates no direct stock ownership in this class of shares as of the report date of July 20, 2026. The filing has a neutral impact and sentiment according to Rhea-AI.
MSC Industrial (NYSE: MSM) outlines exit and transition terms for Neal Dongre
MSC Industrial Direct Co., Inc. (NYSE: MSM) filed an amendment detailing a Transition Agreement with Neal Dongre, Senior Vice President, General Counsel, and Corporate Secretary. Under the agreement, Dongre will transition to Special Advisor effective July 20, 2026, and remain employed until August 31, 2026, to assist with his duties' transition. He will continue to receive his current salary, health benefits, and applicable equity vesting, with potential eligibility for a fiscal 2026 performance bonus and accelerated equity vesting if he completes the transition period.
Will Stronger Earnings and a Completed Buyback Shift MSC Industrial Direct's (MSM) Capital Allocation Narrative?
MSC Industrial Direct (MSM) reported higher quarterly sales and net income, alongside the completion of a US$332.57 million share repurchase program. This performance update, featuring increased earnings per share, highlights improved profitability and a continued focus on returning cash to shareholders. The company's future narrative projects significant revenue and earnings growth by 2029, with analysts reassessing their outlook based on these results.
MSC Industrial Direct (MSM) Could Be 19% Overvalued After Higher Quarterly Profit
MSC Industrial Direct (MSM) has reported higher quarterly sales and net income, leading to a recent share price increase. While analysts are focused on the company's cost-saving initiatives expected to improve operating margins, Simply Wall St's narrative suggests the stock is currently 19% overvalued with a fair value of $103. The article advises investors to consider this valuation against potential challenges like soft demand and tariff uncertainty.
Did Margin Upside and Higher Free Cash Flow Guidance Just Shift MSC Industrial Direct's (MSM) Investment Narrative?
MSC Industrial Direct (MSM) reported strong fiscal third-quarter 2026 results, exceeding expectations with higher sales and net income, improved EPS, and margin expansion. The company's operational efficiencies, including the Mission Critical program and sales force optimization, are driving increased profitability and a raised free cash flow outlook. This performance supports the investment thesis centered on consistent margin improvement and cash flow, despite ongoing risks from industrial cycles and input costs.
MSC Industrial Direct Co., Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
MSC Industrial Direct Co., Inc. (NYSE:MSM) recently announced quarterly results that exceeded analyst expectations for earnings per share, although revenue was in line with forecasts. This positive performance has led analysts to moderately upgrade their revenue and earnings per share forecasts for 2027, and consequently, their price targets for the stock. The company's projected revenue growth is now expected to accelerate and match that of its industry.
MSC Industrial Analysts Boost Their Forecasts After Upbeat Q3 Results
MSC Industrial Direct Co., Inc. reported strong fiscal third-quarter 2026 results, surpassing analyst expectations for both earnings per share and revenue. Following these upbeat results, several analysts, including those from DA Davidson and Keybanc, raised their price targets for MSC Industrial Direct, maintaining their positive ratings on the stock. The company also provided an optimistic outlook for its fiscal fourth quarter, anticipating continued average daily sales growth.
MSC Industrial Direct Co Reports Q3 2026 Results: Full Earnings Call Transcript
MSC Industrial Direct Co reported strong Q3 2026 results with sales exceeding expectations, growing 7.8% year-over-year, and an adjusted operating margin of 10.6%, surpassing forecasts. The company is focused on restoring operating margins to mid-teens by optimizing salesforce, leveraging AI, and improving cost structure. MSC anticipates 6.5% to 8.5% sales growth in Q4 and expects free cash flow conversion of approximately 95% for the fiscal year.
MSC Industrial Earnings: Volumes Show Positive Inflection, but Execution Remains a Question Mark
MSC Industrial reported a 7.8% increase in sales and a 41.2% rise in earnings per share year over year, driven primarily by a significant pricing increase and modest volume growth. Operating margins improved to 10.2%. Despite these positive financial indicators, the article's title suggests that execution remains a concern for the company.
MSC Industrial Direct (MSM) Stock Faces Premium Valuation As EPS Trend Challenges Bullish Narrative
MSC Industrial Direct (MSM) stock is facing scrutiny due to its premium valuation (P/E of 33.2x) compared to peers, and a discounted cash flow (DCF) fair value significantly below its current share price. Despite forecasts for modest earnings and revenue growth, the company's trailing net profit margins are under pressure, and recent EPS trends show a decline. Additionally, concerns are raised about the dividend payout not being well covered by earnings or free cash flow, which could impact flexibility for growth investments.
MSC Industrial (MSM) lifts Q3 2026 sales 7.8% and boosts margins
MSC Industrial (MSM) reported a strong Q3 2026, with net sales increasing 7.8% to $1,047.1 million and diluted EPS rising to $1.44. The company's gross profit margin also improved to 41.1%, driven by favorable pricing actions. Year-to-date, net sales grew 5.0% to $2,930.5 million, and operating margin expanded to 8.5%, demonstrating effective cost control despite ongoing restructuring efforts and macroeconomic pressures.
Earnings Scheduled For July 1, 2026
This article lists companies scheduled to report earnings on July 1, 2026, including several Before The Bell and After The Bell reporters. It provides estimated earnings per share and revenue figures for companies like General Mills, FactSet Research Systems, and Bassett Furniture Industries. The report was generated by Benzinga's automated content engine.
MSC Industrial Direct Co., Inc. Class A Financial Disclosures & Filings
This page provides access to financial disclosures and regulatory filings for MSC Industrial Direct Co., Inc. Class A (98M). It includes a chronological list of earnings reports, annual general meetings, and investor presentations from 2023 through projected Q3 FY2026, detailing sales, margins, and strategic initiatives. Each entry often includes links to call transcripts, earnings releases, quarterly/annual reports, and slides, offering comprehensive insight into the company's performance and strategy for investors.
Price to earnings forward of MSC Industrial Direct Co., Inc. Class A – FWB:98M
This article provides financial information for MSC Industrial Direct Co., Inc. Class A (FWB:98M) on the Frankfurt Stock Exchange. It specifically highlights the "Price to earnings forward" metric. The page appears to be a financial data portal, likely from TradingView, displaying various financial and market analytics options for the company.
Price to earnings forward of MSC Industrial Direct Co., Inc. Class A – GETTEX:98M
This page provides financial information for MSC Industrial Direct Co., Inc. Class A, traded on GETTEX under the symbol 98M. It specifically highlights the "Price to earnings forward" metric. The content appears to be a financial data snippet from a platform like TradingView rather than a full article.
Price to sales forward of MSC Industrial Direct Co., Inc. Class A – GETTEX:98M
The article displays the "Price to sales forward" financial metric for MSC Industrial Direct Co., Inc. Class A (GETTEX:98M) on TradingView. It shows that no specific value or change percentage is currently available for this metric. The page is primarily a financial data point placeholder within the TradingView platform.
MSC Industrial Direct (MSM) Could Be 16% Overvalued On Rising May Quarter Earnings Expectations
MSC Industrial Direct (MSM) is projected to be 16% overvalued according to analysis, despite strong recent share price performance and shareholder payout plans. Heightened analyst expectations ahead of the May 2026 quarter earnings, driven by network optimization initiatives and cost savings, are contributing to this valuation. However, the company faces challenges such as softer demand and tariff pressure, suggesting a mixed outlook for investors.
Does MSC Industrial Direct's (MSM) Steady Dividend and Brighter Forecast Hint at a Deeper Strategy Shift?
MSC Industrial Direct (MSM) recently declared a steady quarterly dividend of US$0.87 per share, coupled with improved analyst forecasts for its earnings and margins. This development highlights the company's focus on cost and productivity initiatives amidst a slower industrial backdrop. While the stable dividend and positive analyst sentiment offer investor confidence, the article also notes potential risks from tariff uncertainty and input cost inflation.
MSC Industrial Direct (MSM) Stock Could Be 22% Overvalued After Analyst Upgrades
Recent analyst upgrades and news of dividend payments have brought MSC Industrial Direct (MSM) to the forefront for investors, especially given its strong stock performance over the past year. However, despite reported improvements in operating margins and digital sales, Simply Wall St's analysis suggests the stock might be overvalued by approximately 22%, with a fair value estimated at $96.17 compared to its current price of $117.28. The company's future valuation hinges on sustained top-line growth, margin expansion, and a higher future earnings multiple, while potential risks include softer demand and tariff exposure to China.
MSC Industrial Direct Co., Inc. announces Quarterly dividend, payable on July 22, 2026
MSC Industrial Direct Co., Inc. has declared a quarterly dividend of $0.8700 per share. This dividend is scheduled to be paid on July 22, 2026, with an ex-date and record date set for July 08, 2026. The announcement was made on June 15, 2026.
MSC Industrial Direct (MSM) Stock After 47% Yearly Gain Is The Upside Now Limited
MSC Industrial Direct (MSM) stock has shown significant gains, rising 46.6% over the past year. However, Simply Wall St's analysis suggests the stock might be overvalued, with a Discounted Cash Flow (DCF) model indicating it is 46.6% above its estimated intrinsic value of $78.83 per share, and its P/E ratio of 31.07x being higher than industry averages. The article encourages investors to use "Narratives" on Simply Wall St's platform to assess valuation based on their own assumptions, as different forecasts can lead to varying fair value conclusions.
MSC’s 1,000-Job Restructuring And US$50 Million Savings Plan Could Be A Game Changer For MSC Industrial Direct (MSM)
MSC Industrial Direct (MSM) announced a restructuring program to eliminate 1,000 roles over three years, aiming for US$50 million in annual cost savings. While this could improve profitability, investors are cautioned about potential risks to operations and customer service quality. The company's decision to maintain its dividend despite these changes and leadership shifts signals management's confidence, but the impact of a leaner workforce on its growth trajectory remains a key consideration for investors.
Assessing MSC Industrial Direct (MSM) Valuation After Strong Recent Share Price Momentum
MSC Industrial Direct (MSM) has seen significant share price momentum recently, with a 9.3% increase over the past month and 13.1% over three months. Despite this, analysts following the stock suggest a fair value of $93.50, which is below the current share price of $106.17, implying the stock is overvalued by 13.6%. The article advises investors to consider the full picture, including potential risks like softer demand and tariff uncertainty, before making investment decisions.
Number of shareholders of MSC Industrial Direct Co., Inc. Class A – LSX:898493
The article "Number of shareholders of MSC Industrial Direct Co., Inc. Class A – LSX:898493" appears to be a stub or a section of a financial data page from TradingView. It indicates that it would present the number of shareholders for MSC Industrial Direct Co., Inc. Class A (LSX:898493) over a period, along with value and percentage changes. However, the actual shareholder data is not displayed in the provided content.
Analyst Support for Cost Cuts and New Highs Might Change The Case For Investing In MSC Industrial Direct (MSM)
MSC Industrial Direct (MSM) recently reached a new 52-week high after analysts showed renewed confidence in its cost-cutting and pricing initiatives, despite a recent earnings and revenue miss. This optimism is driving the investment narrative, even as the company faces volume declines and the departure of a Senior Vice President. Analysts project revenue of $4.5 billion and earnings of $323.7 million by 2029, though the stock currently trades at a 10% downside to its $93.50 fair value.
Assessing MSC Industrial Direct (MSM) Valuation After Analyst Upgrades And Cost-Cutting Driven Outlook Improvements
MSC Industrial Direct (MSM) is gaining investor attention following analyst upgrades driven by cost-cutting initiatives and pricing changes, pushing its stock price close to a 52-week high. While the company's valuation framework suggests it is 11.6% overvalued at $104.31 compared to a fair value of $93.50, forward-looking assumptions point to potential for steadier revenue expansion and higher margins. Investors are encouraged to assess the balance of risks and rewards, considering both promising outlooks and potential pressures from soft demand and operating expenses.
MSM SEC Filings - Msc Industrial 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to MSC Industrial Direct Co., Inc. (MSM) SEC filings, including 10-K annual reports, 10-Q quarterly reports, and 8-K material events. The platform also offers AI-powered summaries, impact scoring, and sentiment analysis for each filing to help investors quickly understand key details. Recent filings cover topics such as ownership stakes, executive resignations, director appointments, dividend declarations, and quarterly financial results.
MSM SEC Filings - Msc Industrial 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides a comprehensive resource for MSC Industrial Direct Co., Inc. (MSM) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms. It details the types of information available in each filing, such as financial performance, material events, and governance, and offers AI-powered summaries for quick insights. Recent filings highlighted include an insider disclosure by Gregory Haefele and a significant insider transfer by CEO Erik Gershwind.
MSC Industrial Supply Co. to be Primary Sponsor of Graham Rahal’s INDYCAR Entry at Road America and a Full Season Associate Sponsor in a Multi-Year Deal
MSC Industrial Supply Co. has announced a multi-year deal with Rahal Letterman Lanigan Racing (RLL), becoming the primary sponsor of Graham Rahal’s No. 15 NTT INDYCAR SERIES entry for the XPEL Grand Prix at Road America on June 21, 2026. MSC will also serve as a full-season associate sponsor and Official Industrial Supply Partner for RLL. This partnership marks MSC's first venture into the INDYCAR SERIES, aiming to raise awareness for its supply solutions and strengthen business relationships.
MSM SEC Filings - Msc Industrial 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides a comprehensive resource for MSC Industrial Direct Co., Inc. (MSM) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It offers detailed insights into the company's financial condition, strategy, and governance, complemented by AI-powered summaries. Recent filings highlight insider transactions, annual report details with public sector revenue contribution, CEO transitions, dividend declarations, and executive compensation updates.
Tangible book value per share of MSC Industrial Direct Co., Inc. Class A – BX:MSM
This article provides financial data for MSC Industrial Direct Co., Inc. Class A (BX:MSM), specifically its tangible book value per share. The content focuses on presenting this key financial metric and related value changes over different periods. It also notes the source of market and reference data, including ICE Data Services and FactSet, and copyright information.
MSC Industrial Direct announces resignation of senior vice president and general counsel
MSC Industrial Direct Co., Inc. (NYSE:MSM) reported the voluntary resignation of Neal Dongre from his roles as Senior Vice President, General Counsel, and Corporate Secretary, effective April 10, 2026. Dongre will remain with the company until his successor is appointed and through the end of fiscal year 2026, with his departure not stemming from any disagreements with the company's operations. This announcement follows recent mixed financial results for MSC Industrial Direct, including a slight miss on Q2 2026 EPS and revenue, though third-quarter guidance exceeded expectations, leading some analysts to maintain or raise price targets.
MSC Industrial Direct Co., Inc. Announces Resignation of Neal Dongre as Senior Vice President, General Counsel and Corporate Secretary
MSC Industrial Direct Co., Inc. announced that Neal Dongre will resign from his position as Senior Vice President, General Counsel, and Corporate Secretary, effective April 10, 2026. Mr. Dongre will remain with the company until a successor is found and will continue as an employee through fiscal year 2026. His resignation is voluntary and not due to any disagreements with company operations or policies.
[8-K] MSC INDUSTRIAL DIRECT CO INC Reports Material Event
MSC Industrial Direct Co., Inc. filed an 8-K report announcing the voluntary resignation of Neal Dongre, Senior Vice President, General Counsel, and Corporate Secretary, effective April 10, 2026. Dongre will remain in his role until a successor is appointed and will continue as an employee through the fiscal year 2026 to ensure a smooth transition. The company confirmed that his departure is not due to any disagreements regarding its operations, policies, or practices.
MSC Industrial Supply Co. Reports Fiscal 2026 First Quarter Results
MSC Industrial Supply Co. (NYSE:MSM) has reported strong fiscal 2026 first-quarter results, with net sales increasing 4.0% year-over-year to $965.7 million and diluted EPS rising to $0.93. The company demonstrated profitable growth and operating margin expansion, driven by recent growth initiatives and cost optimization efforts. Despite a soft start to the fiscal second quarter due to holidays, MSC remains confident in continued profitable growth throughout fiscal 2026 and beyond.
MSC Industrial Direct (MSM) Is Up 5.7% After EPS Gains Highlight Improving Profitability – What's Changed
MSC Industrial Direct (MSM) reported improved financial results for the quarter ended February 28, 2026, with higher sales and net income, leading to an increase in basic and diluted earnings per share. This indicates improving profitability, which could positively impact investor perception of the company’s long-term earnings initiatives. The company also declared a quarterly dividend of US$0.87 per share, signaling management's commitment to returning cash to shareholders despite mixed demand and macro conditions.
Mitchell Jacobson (MSM) reports 14,972-share bona fide gift via trusts
MSC Industrial Direct (MSM) director and 10% owner Mitchell Jacobson reported a bona fide gift of 14,972 Class A common shares on April 7, 2026. The gift, valued at $0.00 per share, was made indirectly through trusts. Following the transaction, Jacobson maintains substantial direct and indirect holdings in the company.
