Christopher Dankert

David Manthey

Patrick Baumann

Ryan Cooke

Ryan Merkel

Thomas Moll

Kenneth Newman

Ken Newman

Stephen Volkmann

Tommy Moll

Katie Fleischer

- MSC Industrial Supply Co. (MSM) announced a **2.4% increase** in its quarterly dividend to **$0.87 per share**, payable on **November 26, 2025**.  **[1003078_608139f5335e4a14a7b1013ae6e97ef7]** 
- The forward dividend yield after the increase is **3.86%**, though the company's high dividend payout ratio of **0.92** raises sustainability concerns despite solid financial health metrics like a **5.3%** net margin and **40.92%** gross margin.  **[1003078_608139f5335e4a14a7b1013ae6e97ef7]** 
- Analysts generally maintain a **Hold** rating on the stock, while AI-driven analysis suggests an **Outperform** outlook.  **[1003078_608139f5335e4a14a7b1013ae6e97ef7]**

MSC Industrial Supply Co. Increases Quarterly Dividend

- MSC Industrial's fiscal year runs September to August, and as of **September 3, 2025**, the company is in day two of **fiscal 2026**.  **[1003078_tx_380181_0]**  The company reported **fiscal Q3 2025** results on **July 1, 2025**, noting sequential improvement in its core customer base.  **[1003078_tx_380181_0]**  Sales growth in **June 2025** was **positive 2.5%**, with **July 2025** remaining in positive growth territory.  **[1003078_tx_380181_0]** 
- The company has completed or is implementing four strategic initiatives to reenergize core customer growth, including realigning web pricing and upgrading its e-commerce platform, with early signs of progress observed.  **[1003078_tx_380181_3]** 
- Implant programs now constitute **18% of total sales**, with signing rates for implants growing over **20%** and vending close to **10%**.  **[1003078_tx_380181_5]**  An implant program is expected to reach company-average operating margin at approximately **$2.5 million** in annual sales.  **[1003078_tx_380181_6]** 
- For **fiscal 2026**, MSC Industrial anticipates restoring top-line growth at **400 basis points or more above the Industrial Production (IP) index** in a stable IP environment, and expects to achieve **20% incremental margins or better** with mid-single digit growth.  **[1003078_tx_380181_6]**

MSC Industrial Discusses Business Trends and Strategic Initiatives at Jefferies Conference

MSC INDUSTRIAL DIRECT CO (MSM)