MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / December 18, 2025 / MSC Industrial Supply Co. (NYSE:MSM), a premier distributor of Metalworking and Maintenance, Repair and Operations (MRO) products and services to industrial customers throughout North America, today announced that its Board of Directors has declared a cash dividend of $0.87 per share. The $0.87 dividend is payable on January 28, 2026 to shareholders of record at the close of business on January 14, 2026. ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Core Points - MSC Industrial Supply Co. is a leading distributor of Metalworking and Maintenance, Repair and Operations (MRO) products and services in North America [1] - The company will hold a conference call to discuss its fiscal year 2026 first quarter results and current operations [1] - The conference call is scheduled for January 7, 2026, at 8:30 a.m. and will be broadcast online live [1]

Group 1 - The current year has been challenging for short-cycle industrial end-markets and the distributors serving them [1] - A negative macroeconomic outlook for the first half of 2025 has influenced the overall market sentiment [1]

Core Viewpoint - Metalsource Mining Inc. has initiated a 1,600-meter diamond drilling program at its Silver Hill and Byrd-Pilot projects, aiming to explore and validate mineralization in these areas [1][4]. Group 1: Drilling Program Details - The drilling program will focus on near-surface mineralization that has not been explored with modern techniques, guided by historic underground mapping and recent sampling results [3][4]. - The program employs a dual-target approach, validating historic mineralization at Byrd-Pilot while targeting expansion at Silver Hill [4][7]. - The drilling operations are expected to continue through Q1 2026, with results released as they become available [7][13]. Group 2: Project Specifics - The Silver Hill Project, located in North Carolina, has a significant historical dataset, with mineralization extending to 550 meters from the surface, including recent surface sampling results of 444 g/t Ag, 17.7 g/t Au, 8.61% Pb, and 0.507% Zn [8]. - The Byrd-Pilot Mountain Project has shown potential for a large epithermal or porphyry-related gold system, with mineralization open in multiple directions and oxidation noted down to 30 meters [9][13]. Group 3: Technical and Operational Aspects - The integration of magnetotelluric (MT) survey data will enhance subsurface characterization and support drill targeting [7][13]. - Boart Longyear has been engaged as the drilling contractor, and multiple drill sites have been prepared to ensure efficient program execution [7][13].

Company Overview - MSC Industrial Direct Co. Inc. (MSM) is a leading distributor in the industrial supply sector, focusing on metalworking and maintenance, repair, and operations (MRO) products [5] - The company reported a total revenue of $3.8 billion and a net income of $199.3 million for the trailing twelve months (TTM) [4] - MSM offers approximately 1.9 million SKUs across various product categories, including safety supplies, tools, and industrial equipment [8] Insider Activity - Philip Peller, director at MSC Industrial Direct, acquired 6,666 Class A shares on November 13, 2025, valued at $600,873, marking a 232% increase in his direct holdings [2][7] - The transaction price of $90.14 per share was near the session high, indicating a strong market position at the time of purchase [7] - Following this acquisition, Peller's direct ownership increased significantly, reversing a prior trend of net dispositions, and he now holds a modest stake relative to the company's total float [7][10] Market Significance - MSM is considered a bellwether stock for the industrial and manufacturing sectors, with its performance closely watched as an indicator of broader market health [9] - The recent acquisition by Peller comes amid a year-to-date increase of approximately 18% in MSM shares, suggesting positive sentiment in the manufacturing sector [10]

Core Insights - Metalsource Mining has initiated a geophysical survey program at its Silver Hill Mine and Byrd-Pilot project areas in North Carolina, aiming to enhance exploration efforts in this historic mining district [1][5]. Survey Program Details - The company has contracted Durango Geophysical Operations, LLC to conduct a reconnaissance Magnetotelluric (MT) survey, with plans for follow-up Induced Polarization (IP) surveys based on initial findings [2][4]. - The MT survey aims to identify subsurface geological structures and potential mineralization zones, with field operations overseen by John Reynolds and data interpretation by Karen R. Christopherson [4]. Silver Hill Project - The Silver Hill Project spans 1,128 acres in Davidson County and is underlain by Neoproterozoic and Cambrian age rocks, suggested to be an extension of the Avalon Terrane [5]. - Historical data indicates mineralization extends to 550 meters from the surface, with recent surface sampling yielding results of 444 g/t Ag, 17.7 g/t Au, 8.61% Pb, and 0.507% Zn [5]. Byrd-Pilot Mountain Project - The Byrd-Pilot Mountain Project is located in central North Carolina and has shown potential for a porphyry gold-copper system, with previous work indicating broad gold mineralization [6][8]. - Geological modeling suggests an east-west trend to the identified mineralization, with oxidation noted down to a depth of 30 meters [8]. Survey Specifications - The survey will consist of approximately 40 MT stations across both project areas, with a field acquisition program lasting about 20 days, expected to conclude in early December 2025 [7]. - State-of-the-art technology will be employed, including Phoenix Geophysics MT receivers and transmitters, utilizing Remote Reference noise reduction techniques for high-quality data collection [7].

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MSC Industrial Direct FY Conference Summary Company Overview - **Company**: MSC Industrial Direct (NYSE: MSM) - **Industry**: Industrial Supplies and MRO (Maintenance, Repair, and Operations) - **Key Management**: CEO Erik Gershwind, Head of Investor Relations Ryan Mills Core Points and Arguments Business Evolution - MSC Industrial Direct transitioned from a "spot-buy" or catalog supplier to a more integrated service provider, focusing on mission-critical needs of customers [8][9][10] - The company has expanded its SKU offerings from over 1 million to 2.5 million, emphasizing next-day delivery and customer service [9] - The pivot was driven by changes in the industry, including the rise of e-commerce and increased competition from online players like Amazon [11][12] Market Position and Revenue - Approximately 70% of MSC's revenue is tied to manufacturing, with a significant portion in heavy manufacturing [11][28] - Metalworking represents about 45% of MSC's business, with the North American market for MRO estimated at $220 billion to $250 billion [17][18] - MSC currently captures about 10% of the metalworking market, indicating substantial growth potential [19] Management Transition - Erik Gershwind will transition to an executive chairman role, with Martina McIsaac named as the new CEO, marking a significant leadership change [20][21] - The company has a long history of family leadership, with only four CEOs since its founding in 1941 [21][22] Operating Environment - Demand has been described as stable, with some signs of improvement, but the company remains cautious due to ongoing uncertainties [27][30] - The Metalworking Business Index (MBI) has been negative for over 26 months, indicating a challenging environment [28][29] Pricing and Margins - Recent pricing increases in June and September have not yet translated into margin improvements, with the company experiencing negative price-cost dynamics [32][34] - The company aims for mid-teens operating margins, with expectations of mid-single-digit revenue growth leading to approximately 20% incremental margins [56][57] Customer Segmentation - MSC categorizes its customers into core, national accounts, and public sector, with core customers representing about 55% of revenues [41][42] - The company has underperformed in the core customer segment but is implementing strategies to improve engagement and service [43][45] Value-Added Services - MSC has developed various value-added services, including inventory management, technical support, and implant programs, which have shown strong retention rates [60][61] - The implant program has grown significantly, now accounting for 20% of sales, up from 1% pre-COVID [15][63] Technology and Customer Experience - The company has invested in upgrading its e-commerce platform and customer experience, aiming to improve search functionality and streamline the purchasing process [82][84] - Recent improvements in web sales metrics indicate progress in enhancing the online customer experience [86] Additional Important Insights - The company is better positioned for potential downturns due to improved seller effectiveness and optimization efforts [70] - MSC's implant program is expected to grow significantly, with potential to reach thousands of locations in the coming years [73][74] - The company is focusing on high-growth end markets, such as aerospace, to diversify its manufacturing portfolio [69]