JP Morgan Downgrades MSC Industrial Direct (MSM), Cuts Price Target
On February 6, 2026, JP Morgan downgraded MSC Industrial Direct Co., Inc. (NYSE:MSM) from Overweight to Neutral, while also lowering the price target from $96 to $95.
Msc Industrial Direct Co Inc (MSM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SG Capital Management Ken Grossman And Glen Schneider | 588,496 | $49,492,514 | +64% | 4.75% |
| 2. | Quantinno Capital Hoon Kim | 559,068 | $47,017,621 | +41% | 0.09% |
| 3. | 500,000 | $42,050,000 | 4.04% | ||
| 4. | Pzena Investment Management Richard S. Pzena | 444,666 | $37,396,411 | 0.11% | |
| 5. | Millennium Management Israel Englander | 425,532 | $35,787,241 | -37% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.96 | 22,870 | $1,943,037.49 | 2,328,192 | 2025-11-18 | Filing | |
| $90.14 | 6,666 | $600,873.24 | 9,537 | 2025-11-13 | Filing | |
| $84.79 | 30,000 | $2,543,700.00 | 2,305,322 | 2025-11-03 | Filing | |
| $83.93 | 21,954 | $1,842,590.44 | 2,275,322 | 2025-11-03 | Filing | |
| $84.76 | 34,073 | $2,888,167.18 | 2,253,368 | 2025-10-31 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.83 | 1,800 | $156,294.18 | 6,090 | 2026-02-02 | Filing | |
| $83.83 | 28 | $2,347.24 | 13,960 | 2024-07-22 | Filing | |
| $79.46 | 18 | $1,430.28 | 13,988 | 2024-06-21 | Filing | |
| $92.00 | 2,130 | $195,960.00 | 14,657 | 2025-07-10 | Filing | |
| $90.60 | 2,129 | $192,887.40 | 14,657 | 2025-07-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,341,993 | $449,261,610 | 0.01% | |
| 2. | 4,218,760 | $354,797,716 | 0.01% | |
| 3. | 2,831,752 | $238,150,508 | 0.12% | |
| 4. | 1,796,316 | $151,070,155 | 0.51% | |
| 5. | 1,733,322 | $145,772,989 | 0.15% |
News See All
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Operator: Greetings. Welcome to the MSC Industrial Direct Co., Inc. reports fiscal 2026 First Quarter Results. At this time, all participants are in a listen-only mode.
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Operator: Good morning, and welcome to the MSC Industrial Supply Fiscal 2025 Third Quarter Conference Call. [Operator Instructions] Please note this event is being recorded.
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JPMorgan Upgrades MSC Industrial (MSC) to Overweight, Lifts PT
On May 27, JPMorgan analyst Patrick Baumann upgraded MSC Industrial Direct Co., Inc. (NYSE:MSM) to Overweight from Neutral and also raised the price target from $73 to $89.
MSC Industrial Direct Co., Inc. (NYSE:MSM) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the MSC Industrial Supply Fiscal 2025 Second Quarter Conference Call. All participants will be in a listen-only mode.
Does MSC Industrial Direct Co. (MSM) Have an Attractive Upside Potential?
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