OCT 27·SEC EDGARMed
JACOBSON MITCHELL purchased $29.0M of MSM
JACOBSON MITCHELL purchased 250,000 shares of MSC INDUSTRIAL DIRECT CO INC (MSM) at an average of $115.94 ($115.11–$116.72, $28.98M total) across 3 trades on 2026-10-23.
StockNYSE · US · USDIndustrials · Industrial Distribution
$MSM
MSC INDUSTRIAL DIRECT CO INC
MSC Industrial Direct distributes metalworking, maintenance, repair and operations products, production fasteners and hardware, and related services. It serves machine shops, manufacturers of all sizes, Fortune 1000 companies and public-sector customers, including government agencies and healthcare providers. Its offerings include cutting tools, abrasives, machinery, safety supplies and electrical products, as well as MSC exclusive brands and generic products. MSC also provides technical support, tooling and manufacturing services, and inventory management solutions such as vending, eProcurement and in-plant services. MSC makes money primarily by selling products sourced from more than 3,000 suppliers, along with products under its exclusive brands. Customers can order through its website, eProcurement, vending machines, telephone or email. Its distribution network includes five customer fulfillment centers, eight regional inventory centers, 37 warehouses and five manufacturing locations. MSC is headquartered in Melville, New York.
AlphAI earnings readFiscal 2026 Q4 and full year · OCT 22 · NEXT JAN 6MSC Industrial Supply Co. reports fiscal 2026 fourth quarter and full year resultsVerdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $MSMvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $MSM in the last 7 days.
Insider · 30dAll trades →
- Buys
- $29.0M 5 txs
- Sells
- — 0 txs
JACOBSON MITCHELL3× · $29.0M
10b5-1 share of filings0%
Top stories · $MSMMore →
OCT 23·econotimes.com
Digital Core Exit Leaves MSC Industrial With $41.774 Million Charge
MSC Industrial reported a $41.774 million pre-tax impairment charge in Q4 due to the exit from Digital Core, according to its annual filing. The charge includes $23.371 million for capitalized costs and $18.403 million for future obligations. CEO Martina McIsaac stated the company is shifting to smaller AI projects. MSC expects to settle obligations over the next four years and does not anticipate further material charges.
OCT 23·SEC EDGAR
Slone Reuben E purchased $50K of MSM
Slone Reuben E purchased 433 shares of MSC INDUSTRIAL DIRECT CO INC (MSM) at an average of $115.77 ($115.64–$116.52) across 2 trades on 2026-10-23.
MSM sentiment & insider activity
Recent MSM coverage spans earnings, financial news and insider activity.
In the last 30 days, MSM insiders filed 5 SEC Form 4 transactions — 5 purchases ($29.0M) and no sales. The most active reporter was JACOBSON MITCHELL with 3 filings.
What's driving MSM
Significant insider buying suggests confidence and may trigger short covering.
The impairment charge signals a negative earnings impact and may pressure the stock lower.
Small insider purchase may signal confidence but size is modest.
Buy upgrade may lift price.
Upgrade indicates expected price appreciation.
AlphAI scores every news story that mentions MSM with an AI model for sentiment and relevance, and aggregates insider trades from MSC INDUSTRIAL DIRECT CO INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $MSM
Score
JACOBSON MITCHELL purchased $29.0M of MSM
JACOBSON MITCHELL purchased 250,000 shares of MSC INDUSTRIAL DIRECT CO INC (MSM) at an average of $115.94 ($115.11–$116.72, $28.98M total) across 3 trades on 2026-10-23.
1 min read
Digital Core Exit Leaves MSC Industrial With $41.774 Million Charge
MSC Industrial reported a $41.774 million pre-tax impairment charge in Q4 due to the exit from Digital Core, according to its annual filing. The charge includes $23.371 million for capitalized costs and $18.403 million for future obligations. CEO Martina McIsaac stated the company is shifting to smaller AI projects. MSC expects to settle obligations over the next four years and does not anticipate further material charges.
2 min readSlone Reuben E purchased $50K of MSM
Slone Reuben E purchased 433 shares of MSC INDUSTRIAL DIRECT CO INC (MSM) at an average of $115.77 ($115.64–$116.52) across 2 trades on 2026-10-23.
1 min read
Here are Friday's biggest analyst calls: Nvidia, SpaceX, CoreWeave, Deckers, Unusual Machines & more
Analysts made several calls on Friday. Roth initiated Natera and Guardant Health with buy ratings, targeting $475 and growth respectively. PhillipCapital upgraded SpaceX to buy with a $250 price target. Seaport reiterated Nvidia as sell due to competitive pressures. Barclays initiated Rush Street Interactive at overweight. Piper Sandler downgraded Deckers to underweight. Jefferies upgraded MSC Industrial to buy. Citizens initiated Microbot Medical at market outperform.
2 min read
Here Are Friday’s Top Wall Street Analyst Research Calls: Deckers Outdoor, Globe Life, Guardant Health, Hess Midstream LP, Kimberly-Clark, Natera, NVR, SpaceX, Thermo Fisher Scientific, and More
Wall Street analyst research calls for Friday include upgrades for Hess Midstream LP (HESM) to Outperform, MSC Industrial (MSM) to Overweight, and SpaceX (SPCX) to Buy. Downgrades include Deckers Outdoor (DECK) to Underweight, Globe Life (GL) to Neutral, and NVR (NVR) to Underperform. Initiations include Guardant Health (GH) and Natera (NTRA) with Buy ratings. Markets saw declines, with Nasdaq down 2.6% and Treasury yields dropping sharply.
3 min readJefferies upgrades MSC Industrial stock rating on improving fundamentals
Jefferies upgraded MSC Industrial (MSM) to Buy, raising its price target to $135. The firm cited improving fundamentals, expected volume growth, and margin expansion. MSM shares are down 15%, trading at $112.43. The company reported Q4 earnings of $1.45 per share, beating estimates, with revenue of $1.08 billion. Despite a $42 million impairment charge, analysts note potential challenges ahead.
2 min read
MSC Industrial (MSM) stock trades down, here is why
MSC Industrial Direct (MSM) shares fell 14.3% after Q4 FY2026 results. Net sales rose 10.3% to $1.08B, but GAAP net income dropped to $47.9M. Adjusted EPS of $1.45 beat estimates. The company faces growth concerns and margin pressure. MSM is up 31.8% YTD but 14.8% below its 52-week high.
2 min read
MSC Industrial FY 2026: Revenue $4.01B, Net income $222.59M, EPS $3.98— 10-K Summary
MSC Industrial reported FY 2026 revenue of $4.01B, up 6.4% YoY, with net income rising 11.7% to $222.59M and EPS increasing 11.5% to $3.98. Growth was driven by pricing, not volume. E-commerce accounted for 63.7% of sales. The company expanded its customer support network and reduced costs through sales optimization.
1 min readMSC Industrial Posts 10.3% Q4 Sales Growth; Adjusted EPS Rises to $1.45
MSC Industrial reported Q4 2026 net sales of $1.079B, up 10.3% YoY, and adjusted EPS of $1.45. Full-year sales rose 6.4% to $4.010B, with adjusted EPS at $4.69. The company cited customer growth and National Accounts momentum for exceeding expectations. Management expects low double-digit growth in Q1 2027.
1 min readMSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS
MSC INDUSTRIAL DIRECT CO INC (MSM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 NEWS MSC INDUSTRIAL SUPPLY CO. REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS FISCAL 2026 Q4 HIGHLIGHTS • Net sales of $1,079.2 million increased 10.3% YoY (8.6% on an average daily sales basis) • Operating income of $72.8 million, or $117.8 million on an a
2 min read