MSC Industrial Direct
About: Founded in 1941, MSC Industrial Direct originally manufactured and sold cutting tools to metalworking shops in New York. Through a series of acquisitions and organic expansions, MSC has grown into an industrial distribution powerhouse with a focus on specialized metalworking products and services. The firm also distributes a wide breadth of maintenance, repair, and operations (MRO) supplies. MSC primarily operates within North America where it derives over 95% of its revenue.
Employees: 7,423
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 117
1.15% more ownership
Funds ownership: 82.08% [Q4 2024] → 83.22% (+1.15%) [Q1 2025]
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
0% less funds holding
Funds holding: 380 [Q4 2024] → 379 (-1) [Q1 2025]
6% less capital invested
Capital invested by funds: $3.86B [Q4 2024] → $3.61B (-$248M) [Q1 2025]
85% less call options, than puts
Call options by funds: $13.1M | Put options by funds: $88.9M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Loop Capital Chris Dankert | 7%downside $84 | Hold Maintained | 2 Jul 2025 |
Baird David Manthey | 5%upside $95 | Neutral Maintained | 2 Jul 2025 |
Stephens & Co. Tommy Moll | 0%downside $90 | Equal-Weight Maintained | 2 Jul 2025 |
JP Morgan Patrick Baumann | 2%downside $89 | Overweight Upgraded | 27 May 2025 |
Financial journalist opinion
Based on 17 articles about MSM published over the past 30 days
