Barclays Raises MSC Industrial Direct (MSM) Price Target to $159
Key Points
- Barclays increased its price target for MSC Industrial Direct from $152 to $159, maintaining an Overweight rating.
- Barclays's $159 price target implies 39.65% upside from MSC Industrial Direct Co., Inc.'s ($MSM) current $113.86 share price.
- As of October 26, 2026, MSC Industrial Direct shares recently traded around $113.86, which is about 5.4% below the event close of $120.38.
- The company has a market cap of approximately $6.36 billion and a P/E ratio of about 28.6, indicating strong growth potential.
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On October 26, 2026, Barclays raised its price target for MSC Industrial Direct Co., Inc. (NYSE: MSM) to $159 from $152, while maintaining an Overweight rating. This update comes from their research note released on the same day.
Barclays' new target reflects confidence in MSC Industrial's growth prospects, particularly following its recent performance. The company has shown strong revenue growth and maintains a solid market position in the industrial distribution sector.
MSM
MSC Industrial Direct Co., Inc.
Barclays vs. the S&P 500
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Other Institutional Activity in MSC Industrial Direct
Fuller & Thaler Asset Management Inc. grew its holdings by 101,781 shares, ending with 1,887,419 shares worth about $227.2 million. In contrast, American Century Companies Inc. reduced its stake by 869,104 shares, bringing its total to 1,743,956 shares valued at approximately $209.9 million. Boston Partners added 53,964 shares, now holding 1,714,389 shares worth about $206.4 million. First Trust Advisors LP trimmed its position by 96,282 shares, resulting in 1,676,859 shares valued at around $201.9 million.
MSC Industrial Direct Co., Inc. Stock Up 1.3%
As of October 26, 2026, MSC Industrial Direct shares closed at $120.38, while they recently traded around $113.86, which is about 5.4% below the event close. The stock is currently below its 50-day moving average by 7.7% but above its 200-day average by 5.0%. The shares are also about 15.0% away from their 52-week high of $133.95, reflecting some room for recovery.
$MSM price target
MSC Industrial Direct Co., Inc. daily closes and this analyst's $159 target. Not advice.
Recent Earnings
MSC Industrial Direct reported trailing twelve-month revenue of approximately $4.01 billion, with a year-over-year revenue growth of 10.3%. The company has an EPS of $3.98 and a net margin of 5.6%. The next earnings report is expected on January 6, 2027.
Insider Buying and Selling at MSC Industrial Direct Co., Inc.
Recently, Director Reuben E Slone bought 433 shares on October 23, 2026, for a total of approximately $50,129.15. This was part of a series of insider transactions, including two earlier buys by Directors Philip R Peller and Mitchell Lawrence Jacobson in November 2025.
Analysts Set New Price Targets
On October 26, Barclays maintained its Overweight rating on MSC Industrial Direct and raised its price target to $159 from $152. This follows several other analyst actions, including Jefferies upgrading the stock to a Buy rating with a target of $135 on October 23. The consensus target mean price for MSC Industrial is currently $134.38, with eight analysts covering the stock.
About MSC Industrial Direct
MSC Industrial Direct Co., Inc. is a leading distributor of metalworking and maintenance, repair, and operations (MRO) products and services. The company operates in the U.S., Canada, Mexico, and the U.K., providing a wide range of tools and supplies to various industrial sectors. The recent upgrade from Barclays shows confidence in its ongoing growth and market stability.
Bottom Line
Investors should watch for MSC Industrial's upcoming earnings report on January 6, 2027, as well as any further analyst updates or insider transactions. The recent increase in Barclays' price target indicates positive sentiment toward the company's future performance.
Related Filing Alerts
Source: Barclays's rating change on $MSM (Oct 26, 2026). Written by software, not financial advice. How we make alerts