MSA Safety Inc
At today's price, MSA Safety Inc (MSA) is priced for +13.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $164.46 the market pays about 20x company-wide operating income, which implies roughly 13% annual operating growth for five years. That pace is within range for MSA, with about half of comparable fast-growers having sustained it, so this is a fair-to-fully-valued quality name, not a bargain. The near-term wrinkle is government timing, not demand. Fire-service orders tied to federal AFG grants were delayed by a Homeland Security shutdown; about a third was captured in Q1 2026, with the rest e
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432 institutional managers reported holding MSA in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 40%. 62 opened new positions that quarter. Held by Vanguard Group, BlackRock, Ruane Cunniff (Sequoia), among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MSA has cut its share count 0.8% over the past five years, spending $226.76M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 12 years straight; the current rate is $2.10 a share annually. Cash returned over the past three years: $218.64M in dividends and $187.84M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at MSA over the trailing three years: 2026: 1 buy totaling $71k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MSA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +7.8% | -13.4% |
| 2023-10-26 | +7.6% | +5.5% |
| 2024-02-17 | +1.6% | +3.9% |
| 2024-05-01 | -4.4% | +1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MSA's latest 8-K filings: 2026-07-09 (items 8.01, 9.01); 2026-05-08 (items 5.07); 2026-05-05 (items 1.01, 7.01, 9.01); 2026-05-04 (items 2.02, 9.01); 2026-02-26 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.