One observes that Madison Asset Management has taken a position in MSA Safety – a rather predictable move, wouldn’t you say? They’ve acquired 568,244 shares, which, whilst not exactly setting the Thames on fire, represents a cool $91 million. A mere trifle in the grand scheme of things, but a trifle nonetheless.
- It constitutes 1% of their reported assets under management. One suspects they’ve moved larger sums on less considered whims.
- Not, alas, a top-five holding. Clearly, their affections lie elsewhere, or perhaps they simply haven’t quite committed.
A Few Details, If One Must
- Their principal holdings, for the curious: ACGL ($415,566,746), ROST ($271,540,765), PCAR ($249,949,983), GOOGL ($241,621,170), and APH ($181,201,300). A perfectly sensible, if somewhat pedestrian, collection.
The Company Itself
| Metric | Value |
|---|---|
| Revenue (TTM) | $1.86 billion |
| Net Income (TTM) | $279.92 million |
| Dividend Yield | 1.13% |
| Price (as of Feb 3, 2026) | $184.26 |
MSA Safety, for those unfamiliar, provides safety equipment. Rather essential, one gathers, if one wishes to avoid unpleasant incidents. They deal in helmets, protective apparel, and various devices to detect noxious fumes. A practical business, if lacking in glamour.
- They cater to industries such as oil, gas, fire services, and mining. One pictures rather robust clientele.
- Their revenue model involves the design, manufacture, and sale of said equipment. Surprisingly straightforward, wouldn’t you agree?
The Significance of This Transaction
Madison Asset’s sudden interest is, of course, noteworthy. They’ve gone from zero shares to over half a million in a single quarter. One can only assume they see something the rest of us don’t – or perhaps they simply had a few spare millions lying around.
At $91 million, it’s a modest addition to their $8.7 billion portfolio, but a gesture nonetheless. One hopes they’ll be rewarded with a decent return. Though, frankly, MSA Safety’s performance has been rather…understated. Over the past year, they’ve lagged behind the S&P 500 – a mere 14.8% return versus the index’s 16.9%. Dreadfully disappointing.
Third-quarter sales were up a tepid 3%. Management anticipates a low-single-digit increase for the year. Not exactly a bull market, is it? They’re due to report fourth-quarter results on February 11th, at which point we’ll likely be subjected to their optimistic projections for 2026. One anticipates a great deal of carefully worded optimism.
All in all, a perfectly adequate investment, one supposes. Though, one wouldn’t stake a fortune on it. There are, after all, far more exciting ways to lose money.
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2026-02-05 00:54