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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
12% more capital invested
Capital invested by funds: $3.61B [Q1] → $4.05B (+$435M) [Q2]
12% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 50
2.12% more ownership
Funds ownership: 83.3% [Q1] → 85.42% (+2.12%) [Q2]
6% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 127
1% less funds holding
Funds holding: 381 [Q1] → 377 (-4) [Q2]
54% less call options, than puts
Call options by funds: $19.8M | Put options by funds: $43.1M
100% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]
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 | 1%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 3 articles about MSM published over the past 30 days
