We recently published a list of 19 Mid- And Large-Cap Stocks Insiders Are Buying After Trump’s Tariff Rollout. In this article, we are going to take a look at where MSC Industrial Direct Co., Inc. (NYSE:MSM) stands against other mid- and large-cap stocks insiders are buying after Trump’s tariff rollout.
On April 2, 2025, President Donald Trump declared “Liberation Day” and signed Executive Order 14257, imposing a baseline 10% tariff on nearly all U.S. imports, effective April 5. Higher tariffs—ranging from 11% to 50%—were scheduled for 57 countries and territories, including the European Union, China, and Japan. These increased rates were set to begin April 9 but were postponed for 90 days, with the exception of China, which continued to face elevated tariffs.
In April, some insiders took advantage of the dip to buy shares, while others chose to sell. Analyzing insider trading can provide valuable insights: purchases often signal confidence in the company’s future, while sales may reflect personal or diversification choices. Therefore, insider trading should be evaluated in the context of the company’s financial health and overall market conditions.
Today, we’re focusing on stocks that insiders are buying in April. Using Insider Monkey’s insider trading screener, we identified 19 mid- and large-cap companies where at least one insider bought shares between April 2 and April 14. From this list, we ranked the top 19 stocks based on the highest value of insider purchases during this period.
Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds, focusing on insider trading and stock picks from hedge fund investor newsletters and conferences. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Market Cap: $4.35 billion
MSC Industrial Direct Co., Inc. (NYSE:MSM), founded in 1941 and based in Melville, New York, distributes metalworking and maintenance, repair, and operations (MRO) products across North America and internationally. It offers a wide range of tools, equipment, and supplies through catalogs, e-commerce, and inventory management services. The company serves machine shops, manufacturers, and government agencies, and ranks fifth among 19 mid- and large-cap stocks insiders are buying after Trump’s tariff rollout.
For the second quarter of fiscal 2025, the company disclosed net sales of $891.7 million, down 4.7% year-over-year. Diluted earnings per share were $0.70 versus $1.10 in the prior fiscal year quarter. Net income was $39.3 million, compared to $61.8 million in the same period of fiscal 2024.
This April, one insider, who is a large shareholder and director at MSC Industrial, Mitchell Jacobson, purchased a total of $11.10 million worth of shares at an average price of $70.77 per share. It looks like, Jacobson chose to buy the dip, as the stock hit its lowest point in 12 months. Before these three purchases in April, the last time Jacobson invested in MSC Industrial (NYSE:MSM) was in July 2022. Currently, the stock trades at $77.98 per share, having lost 15.64% over the last 12 months.
Seven analysts rate MSC Industrial stock as a “Hold” with a price target of $82.20 per share, suggesting an upside of 5.48% from the latest price, reports MarketBeat.
MSC Industrial (NYSE:MSM) is also one of the 12 best industrial distribution stocks to buy according to hedge funds.
Overall, MSM ranks 5th on our list of mid- and large-cap stocks insiders are buying after Trump’s tariff rollout. While we acknowledge the potential of MSM, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MSM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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