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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.7B
56M shares
52-week range
$78.80 – $130.46
82% from low
Sector
WHOLESALE-INDUSTRIAL MACHINERY & EQUIPMENT
Exchange
NYSE
CS
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 supplies. MSC primarily operates in North America, where it derives over 95% of its revenue.
www.mscdirect.comNo one on the platform currently holds MSM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 62,000 | $5.2M |
| Bridgewater Associatesas of 2026-03-31 | 3,930 | $362.6K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-08 | $0.8700 | 2026-07-22 |
| 2026-04-08 | $0.8700 | 2026-04-22 |
| 2026-01-14 | $0.8700 | 2026-01-28 |
| 2025-11-12 | $0.8700 | 2025-11-26 |
| 2025-07-09 | $0.8500 | 2025-07-23 |
| 2025-04-09 | $0.8500 | 2025-04-23 |
| 2025-01-15 | $0.8500 | 2025-01-29 |
| 2024-11-13 | $0.8500 | 2024-11-27 |
| 2024-07-09 | $0.8300 | 2024-07-23 |
| 2024-04-08 | $0.8300 | 2024-04-23 |
No one on the platform has traded MSM yet.
| 2024-01-08 | $0.8300 | 2024-01-23 |
| 2023-11-13 | $0.8300 | 2023-11-28 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.0B | +6.6% | $4.61 | $4.42–$4.82 | 26.3× | 8 |
| 2027 | $4.3B | +6.9% | $5.43 | $5.16–$5.70 | 22.4× | 8 |
| 2028 | $4.5B | +5.6% | $6.23 | $5.85–$7.29 | 19.5× | 7 |
| 2029 | $4.6B | +2.8% | $6.48 | $6.22–$6.67 | 18.7× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-01 | $1.28 | $1.43 | +11.7% |
| 2026-04-01 | $0.84 | $0.82 | -2.0% |
| 2026-01-07 | $0.95 | $0.99 | +4.2% |
| 2025-10-23 | $1.02 | $1.09 | +6.9% |
| 2025-07-01 | $1.03 | $1.08 | +4.9% |
| 2025-04-03 | $0.68 | $0.72 | +5.7% |
| 2025-01-08 | $0.73 | $0.86 | +17.8% |
| 2024-10-24 | $1.08 |
| $1.03 |
| -4.6% |
| $7.0B |
| — |
| ENSEnerSys | $197.38 | +5.71% | $7.2B | — |
| MMSMaximus, Inc. | $56.06 | +2.98% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 1.39 EPS for $MSM Q4 [Reporting 10/22 BMO] http://www.estimize.com/intro/msm?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$MSM.CSE is positioned in one of the more interesting historic mining revivals happening in the U.S. right now. The Carolinas’ gold, silver, and polymetallic districts are seeing renewed interest as companies apply modern exploration to areas previously mined with older methods. MetalSource has exposure through both Silver Hill and Byrd-Pilot, with Silver Hill now expanded to ~1,300 acres and multiple assays still pending. This gives $MSM a combination of historic significance and active exploration scale. /NFA
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. Silver Hill is part of a bigger Carolinas resource theme. The region’s historic gold, silver, and polymetallic districts are attracting renewed attention as companies apply modern tools to areas that were previously explored or mined with older methods. MetalSource is positioned through Silver Hill and Byrd-Pilot, giving it exposure to both silver-polymetallic and gold-silver potential in North Carolina. With Silver Hill expanded to approximately 1,300 acres and multiple assays pending, $MSM is building around scale, history, and active exploration.
View on StockTwits ↗$MSM.CSE is positioned in one of the more interesting historic mining revivals happening in the U.S. right now. The company holds the Silver Hill and Byrd-Pilot projects in North Carolina, part of the Carolinas mining district seeing renewed interest through modern exploration. Silver Hill holds special historical significance as America’s first significant silver discovery and the site of the nation’s first commercial silver production in 1838. For $MSM, it’s about applying modern drilling, geophysics, and land expansion to a historic silver-polymetallic system that may still be underexplored. Who else is watching historic district revivals like this? /NFA
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. The Carolinas are seeing renewed mining interest as companies apply modern exploration methods to historic districts. MetalSource is positioned directly inside that revival through its Silver Hill and Byrd-Pilot projects in North Carolina. Silver Hill is recognized as America’s first significant silver discovery and the site of the nation’s first commercial silver production in 1838. For $MSM, the story is about taking a historic silver-polymetallic district and applying modern drilling, geophysics, land expansion, and geological interpretation to unlock what may still be underexplored.
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. MetalSource is building Silver Hill through both drill results and land control. The company recently reported SH26-08 at 13.0m of 447 g/t AgEq, including 3.1m of 1,063 g/t AgEq, with the high-grade interval carrying approximately 53% combined lead and zinc. Now, MetalSource has expanded the Silver Hill land package to approximately 1,300 acres. That gives $MSM two important pieces: high-grade polymetallic data and a larger district-scale footprint to keep testing the silver-gold-lead-zinc-copper system.
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. MetalSource is building Silver Hill through both drill results and land control. The company recently reported SH26-08 at 13.0m of 447 g/t AgEq, including 3.1m of 1,063 g/t AgEq, with the high-grade interval carrying approximately 53% combined lead and zinc. Now, the company has expanded its land position to approximately 1,300 acres. That combination gives $MSM two important pieces: high-grade polymetallic data and a larger district-scale footprint to keep testing the silver-gold-lead-zinc-copper system.
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. MetalSource’s Silver Hill expansion gives the company a larger exploration runway in North Carolina. The newly optioned properties are interpreted to sit along strike and down dip of known mineralization, supporting the company’s evolving district-scale geological model. Current interpretations already show known mineralization extending to approximately 550m from surface in steeply trending lenses that remain open in multiple directions. With the land package now expanded to approximately 1,300 acres, multiple assays pending, and plans to add drilling capacity, $MSM is positioning Silver Hill as a broader U.S. silver-gold-lead-zinc-copper exploration district.
View on StockTwits ↗$MSM reported 1.43 EPS and 1,047 revenue for Q3. http://www.estimize.com/intro/msm?chart=historical&metric_name=eps&utm_content=MSM&utm_med
View on StockTwits ↗$MSM.CSE MetalSource Mining Inc. Silver Hill’s latest assays show why the project is more than a single-metal silver story. SH26-18 returned 11.83m of 245 g/t AgEq from 199.40m to 211.23m. Within that interval, MetalSource reported 0.64m grading 1,580 g/t AgEq with 13.8 g/t Au, 36.8 g/t Ag, 2.7% Pb, 29.8% Zn, and 0.7% Cu. That polymetallic mix gives the company exposure to silver, gold, lead, zinc, and copper inside one historic U.S. mining district. As MetalSource continues refining the geometry and high-grade plunge at Silver Hill, $MSM has a clearer technical roadmap for the next phase of drilling.
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-1-msc-industrial-direct-co-inc-stock/ $MSM MSC Industrial Direct Earnings Transcript
View on StockTwits ↗$MSM (+2.0% pre) MSC Industrial’s (NYSE:MSM) Q2 CY2026 Sales Top Estimates, Stock Soars https://ooc.bz/l/106631
View on StockTwits ↗$MSM Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.44 up 41.18% YoY • Reported revenue of $1.05B up 7.82% YoY • MSC Industrial anticipates fourth quarter fiscal 2026 average daily sales growth between 6.5% and 8.5%, with an adjusted operating margin outlook maintained at 10.0% to 10.8% for the period.
View on StockTwits ↗$MSM reported YoY revenue growth for Q3, 2.92% in Q2. http://www.estimize.com/intro/msm?chart=historical&metric_name=revenue&utm_content=
View on StockTwits ↗$MSM.CSE just dropped another strong step-out at Silver Hill. Hole SH26-19 returned 6.28m of 1,156 g/t AgEq, including 3.6m of 1,789 g/t AgEq, with solid gold, silver, lead, and zinc values. The hole also showed up to 35% combined Pb-Zn and 16.5 g/t gold, reinforcing the polymetallic character of the system. This 33m down-plunge step-out continues to expand the high-grade core at Silver Hill. Who else is watching $MSM?! /NFA
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.