Madison Asset Management Acquires MSA Safety Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Should l Buy MSA?
Source: Fool
- New Position Disclosure: Madison Asset Management disclosed a new position in MSA Safety, acquiring 568,244 shares valued at approximately $91 million, representing 1% of its $8.7 billion AUM, indicating confidence in the company's potential.
- Holding Rankings: Following this acquisition, MSA Safety remains outside Madison's top five holdings, which include ACGL, ROST, PCAR, GOOGL, and APH, reflecting the firm's ongoing commitment to a diversified investment strategy.
- Financial Performance: MSA Safety reported a trailing twelve-month revenue of $1.86 billion and a net income of $279.92 million, with a dividend yield of 1.13%, although its stock has underperformed the S&P 500 index over the past year, suggesting market caution regarding its growth prospects.
- Future Outlook: MSA Safety is scheduled to report its fourth-quarter results on February 11, where management is expected to provide guidance for 2026, and investors should pay attention to anticipated low-single-digit sales growth for the year ahead.
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Analyst Views on MSA
Wall Street analysts forecast MSA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MSA is 189.33 USD with a low forecast of 186.00 USD and a high forecast of 195.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 187.160
Low
186.00
Averages
189.33
High
195.00
Current: 187.160
Low
186.00
Averages
189.33
High
195.00
About MSA
MSA Safety Incorporated provides advanced safety products, technologies and solutions. The Company's product line is used to protect workers and facility infrastructures. Its product categories are fire service, detection and industrial personal protective equipment (PPE). Its products for fire service include self-contained breathing apparatus (SCBA), protective apparel and helmets; products for detection include fixed gas and flame detection systems and portable gas detection instruments; and products for industrial PPE include industrial head protection and fall protection devices. Its segments include Americas, International and Corporate. The Company serves its markets across the Americas with manufacturing facilities in the United States, Mexico and Brazil. The International segment includes companies in Europe, the Middle East and Africa, and the Asia Pacific region. It offers a complete line of industrial head protection and accessories that includes the V-Gard helmet brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mineros S.A. Announces 2026 Production and Cost Guidance
- Production Target Increase: Mineros S.A. projects gold production of 213,000 to 233,000 ounces for 2026, marking a 10,000-ounce increase from 2025, reflecting the company's strategy to prioritize quick-return investments in the current gold price environment to maximize free cash flow and enhance shareholder value.
- Cost Control Commitment: Despite global inflationary pressures, Mineros aims to maintain healthy margins in 2026, with all-in sustaining costs (AISC) for the Nechí and Hemco properties projected at $1,820-$1,920 and $2,000-$2,100 respectively, ensuring stable cash flow in a competitive market.
- Capital Expenditure Strategy: The total capital expenditure budget for 2026 is set at $113.7 million, with $51.7 million allocated for growth initiatives, particularly focusing on expanding the Hemco plant in Nicaragua, aimed at achieving long-term production capacity increases through organic growth.
- Exploration Program Advancement: Mineros plans to conduct 95,000 meters of drilling in 2026 with a budget of $17.3 million, focusing on brownfield targets around the Hemco project to support near-term production growth and lay the groundwork for future resource-to-reserve conversions.
See More
Madison Asset Management Acquires MSA Safety Shares
- New Position Disclosure: Madison Asset Management disclosed a new position in MSA Safety, acquiring 568,244 shares valued at approximately $91 million, representing 1% of its $8.7 billion AUM, indicating confidence in the company's potential.
- Holding Rankings: Following this acquisition, MSA Safety remains outside Madison's top five holdings, which include ACGL, ROST, PCAR, GOOGL, and APH, reflecting the firm's ongoing commitment to a diversified investment strategy.
- Financial Performance: MSA Safety reported a trailing twelve-month revenue of $1.86 billion and a net income of $279.92 million, with a dividend yield of 1.13%, although its stock has underperformed the S&P 500 index over the past year, suggesting market caution regarding its growth prospects.
- Future Outlook: MSA Safety is scheduled to report its fourth-quarter results on February 11, where management is expected to provide guidance for 2026, and investors should pay attention to anticipated low-single-digit sales growth for the year ahead.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Announcement: MSA Safety will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. ET, aimed at providing investors with detailed insights into the company's financial performance.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring investors can access key information at their convenience, thereby enhancing transparency.
- Pre-Release of Financial Results: A press release detailing MSA's Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, providing investors with crucial data to inform their investment decisions ahead of the call.
- Company Overview: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue for 2024, underscoring its leadership position and growth potential in the global safety market.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Schedule: MSA Safety Incorporated will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. Eastern Time, aimed at providing investors with the latest financial insights.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring that investors can access critical information at their convenience.
- Financial Results Release: A press release detailing the Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, enhancing transparency and meeting investor expectations.
- Company Background: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue in 2024 and employing over 5,000 associates, underscoring its leadership in the global safety market.
See More
MSA Safety Unveils Refrigerant Management Solutions at AHR Expo
- Industry Showcase: MSA Safety will present its latest refrigerant management and monitoring solutions at the AHR Expo from February 2-4, attracting over 50,000 industry experts and leaders to explore emerging trends and technologies.
- Technological Innovation: By integrating MSA's end-to-end detection solutions with automatic leak detection technology, the company aims to enhance customer operational efficiency, streamline compliance processes, and maximize return on investment.
- New Product Launch: During the AHR Expo, MSA Safety will introduce the new Bacharach X30 and X50 monitors and share best practices for using advanced sensing technologies to detect R-Gases, A2Ls, and carbon dioxide, thereby improving maintenance operations effectiveness.
- Company Background: Since 1914, MSA Safety has been committed to safety innovation, achieving $1.8 billion in revenue for 2024 and employing over 5,000 associates, demonstrating its leadership in global safety products and technologies.
See More
MSA Safety Unveils New Refrigerant Monitoring Solutions at AHR Expo
- New Product Launch: MSA Safety will showcase the new Bacharach® X30 and X50 refrigerant monitors at the AHR Expo, designed for easy installation and compliance maintenance in HVAC-R applications, thereby enhancing asset and personnel safety.
- 24/7 Monitoring Capability: The MSA Chillgard® 5000 refrigerant leak monitor features an automatic leak detection system capable of monitoring up to 16 zones for over 60 refrigerants, detecting leaks as low as 1 ppm, significantly improving early leak detection efficiency.
- Cloud Management Software: Parasense refrigerant tracking and compliance software offers management and tracking tools that help users reduce operating costs and meet compliance needs, thereby driving the achievement of sustainability and efficiency goals, enhancing market competitiveness.
- IIoT Gateway Technology: MSA FieldServer Protocol Gateways support over 140 protocols, simplifying connections between HVAC-R products and the cloud, improving data communication and processing efficiency, and helping customers optimize production processes and enhance overall operational efficiency.
See More
Mineros S.A. Announces 2026 Production and Cost Guidance
- Production Target Increase: Mineros S.A. projects gold production of 213,000 to 233,000 ounces for 2026, marking a 10,000-ounce increase from 2025, reflecting the company's strategy to prioritize quick-return investments in the current gold price environment to maximize free cash flow and enhance shareholder value.
- Cost Control Commitment: Despite global inflationary pressures, Mineros aims to maintain healthy margins in 2026, with all-in sustaining costs (AISC) for the Nechí and Hemco properties projected at $1,820-$1,920 and $2,000-$2,100 respectively, ensuring stable cash flow in a competitive market.
- Capital Expenditure Strategy: The total capital expenditure budget for 2026 is set at $113.7 million, with $51.7 million allocated for growth initiatives, particularly focusing on expanding the Hemco plant in Nicaragua, aimed at achieving long-term production capacity increases through organic growth.
- Exploration Program Advancement: Mineros plans to conduct 95,000 meters of drilling in 2026 with a budget of $17.3 million, focusing on brownfield targets around the Hemco project to support near-term production growth and lay the groundwork for future resource-to-reserve conversions.
See More
Madison Asset Management Acquires MSA Safety Shares
- New Position Disclosure: Madison Asset Management disclosed a new position in MSA Safety, acquiring 568,244 shares valued at approximately $91 million, representing 1% of its $8.7 billion AUM, indicating confidence in the company's potential.
- Holding Rankings: Following this acquisition, MSA Safety remains outside Madison's top five holdings, which include ACGL, ROST, PCAR, GOOGL, and APH, reflecting the firm's ongoing commitment to a diversified investment strategy.
- Financial Performance: MSA Safety reported a trailing twelve-month revenue of $1.86 billion and a net income of $279.92 million, with a dividend yield of 1.13%, although its stock has underperformed the S&P 500 index over the past year, suggesting market caution regarding its growth prospects.
- Future Outlook: MSA Safety is scheduled to report its fourth-quarter results on February 11, where management is expected to provide guidance for 2026, and investors should pay attention to anticipated low-single-digit sales growth for the year ahead.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Announcement: MSA Safety will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. ET, aimed at providing investors with detailed insights into the company's financial performance.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring investors can access key information at their convenience, thereby enhancing transparency.
- Pre-Release of Financial Results: A press release detailing MSA's Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, providing investors with crucial data to inform their investment decisions ahead of the call.
- Company Overview: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue for 2024, underscoring its leadership position and growth potential in the global safety market.
See More
MSA Safety Announces Q4 and Full-Year 2025 Earnings Call Schedule
- Earnings Call Schedule: MSA Safety Incorporated will host its Q4 and full-year 2025 earnings conference call on February 12, 2026, at 10:00 a.m. Eastern Time, aimed at providing investors with the latest financial insights.
- Webcast and Replay: The call will be webcast on the company's investor website, with a replay available for 90 days post-event, ensuring that investors can access critical information at their convenience.
- Financial Results Release: A press release detailing the Q4 and full-year 2025 financial results will be issued on February 11, 2026, after market close, enhancing transparency and meeting investor expectations.
- Company Background: Founded in 1914, MSA Safety has been at the forefront of safety product innovation, achieving $1.8 billion in revenue in 2024 and employing over 5,000 associates, underscoring its leadership in the global safety market.
See More
MSA Safety Unveils Refrigerant Management Solutions at AHR Expo
- Industry Showcase: MSA Safety will present its latest refrigerant management and monitoring solutions at the AHR Expo from February 2-4, attracting over 50,000 industry experts and leaders to explore emerging trends and technologies.
- Technological Innovation: By integrating MSA's end-to-end detection solutions with automatic leak detection technology, the company aims to enhance customer operational efficiency, streamline compliance processes, and maximize return on investment.
- New Product Launch: During the AHR Expo, MSA Safety will introduce the new Bacharach X30 and X50 monitors and share best practices for using advanced sensing technologies to detect R-Gases, A2Ls, and carbon dioxide, thereby improving maintenance operations effectiveness.
- Company Background: Since 1914, MSA Safety has been committed to safety innovation, achieving $1.8 billion in revenue for 2024 and employing over 5,000 associates, demonstrating its leadership in global safety products and technologies.
See More
MSA Safety Unveils New Refrigerant Monitoring Solutions at AHR Expo
- New Product Launch: MSA Safety will showcase the new Bacharach® X30 and X50 refrigerant monitors at the AHR Expo, designed for easy installation and compliance maintenance in HVAC-R applications, thereby enhancing asset and personnel safety.
- 24/7 Monitoring Capability: The MSA Chillgard® 5000 refrigerant leak monitor features an automatic leak detection system capable of monitoring up to 16 zones for over 60 refrigerants, detecting leaks as low as 1 ppm, significantly improving early leak detection efficiency.
- Cloud Management Software: Parasense refrigerant tracking and compliance software offers management and tracking tools that help users reduce operating costs and meet compliance needs, thereby driving the achievement of sustainability and efficiency goals, enhancing market competitiveness.
- IIoT Gateway Technology: MSA FieldServer Protocol Gateways support over 140 protocols, simplifying connections between HVAC-R products and the cloud, improving data communication and processing efficiency, and helping customers optimize production processes and enhance overall operational efficiency.
See More
