Fastenal Company

Informe acción NasdaqGS:FAST

Capitalización de mercado: US$52.0b

Fastenal Dirección

Dirección controles de criterios 3/4

El CEO de Fastenal es Jeff Watts , nombrado en Aug 2024, tiene una permanencia de 1.92 años. compensación anual total es $3.09M, compuesta por 17.3% salario y 82.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.001% de las acciones de la empresa, por valor de $540.97K. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 8 años, respectivamente.

Información clave

Jeff Watts

Chief Executive Officer (CEO)

US$3.1m

Compensación total

Porcentaje del salario del CEO17.31%
Permanencia del CEO1.9yrs
Participación del CEO0.001%
Permanencia media de la dirección3.8yrs
Promedio de permanencia en la Junta Directiva8yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jul 17

Here's What Analysts Are Forecasting For Fastenal Company (NASDAQ:FAST) After Its Second-Quarter Results

Fastenal Company ( NASDAQ:FAST ) came out with its quarterly results last week, and we wanted to see how the business...
Actualización de narrativa Jul 14

FAST: Future Returns Will Depend On Embedded Model Execution And Capital Returns

Fastenal's analyst price targets have edged higher, with the fair value estimate moving from about $46.49 to $47.68 as analysts factor in company specific drivers such as the shift toward onsite locations and vending solutions, updated revenue and margin assumptions, and a range of recent targets clustered around $46 to $55. Analyst Commentary Recent Street commentary on Fastenal reflects a mix of optimism about the company’s growth initiatives and caution around execution, margins, and pricing.
Seeking Alpha Jul 05

Fastenal: I Admire It, But I Wouldn't Have It

Summary Fastenal boasts a resilient, high-ROIC business model with strong customer integration and high switching costs. FAST is experiencing robust momentum, with double-digit daily sales growth and rising revenue per contract and site. Despite operational excellence, valuation is stretched—forward P/E at 39x and dividend yield below 2%, offering little margin of safety. I assign a sell rating to FAST, citing excessive optimism priced in and limited upside even under aggressive growth scenarios. Read the full article on Seeking Alpha
Actualización de narrativa Jun 29

FAST: Margin Pressures And Elevated P/E Will Drive Future Multiple Compression

Analysts have nudged the Fastenal fair value estimate higher to $39.90 from $38.00. This reflects updated expectations for revenue growth, profitability and long term P/E assumptions informed by recent price target moves and commentary around sales trends and margin pressures.
Artículo de análisis Jun 16

Fastenal (FAST) Stock Looks Fairly Priced After 12% Q1 Sales Growth

Fastenal (FAST) is back in focus after reporting a 12% rise in first quarter 2026 net sales, tied to share gains, broad-based demand, and ongoing efforts in digital tools and cost control. See our latest analysis for Fastenal. Fastenal's recent 12% net sales growth and new board appointment of digital executive Vishal Talwar come against a backdrop of a 14.0% year to date share price return and a 5 year total shareholder return of 102.03%, suggesting momentum has been building over longer...
Actualización de narrativa Jun 15

FAST: Embedded Supply Chain Platform And Buybacks Will Support Future Earnings Power

Analysts maintained the fair value estimate for Fastenal at $55.00 and modestly refined assumptions such as the discount rate and long-term growth inputs. They cited stronger recent sales trends and higher earnings expectations mentioned in recent research as support for their updated price targets.
Actualización de narrativa Jun 01

FAST: New Southeast Hub And Buybacks Will Support Earnings Power

Analysts have nudged the fair value estimate for Fastenal up by $2 to $55, reflecting updated views on the discount rate, slightly adjusted revenue growth expectations, a modestly higher profit margin outlook, and a lower future P/E assumption aligned with recent price target changes from several firms. Analyst Commentary Recent Street research around Fastenal has centered on a series of price target revisions, with several bullish analysts adjusting their models and signaling a more constructive view on the stock's risk and reward profile.
Actualización de narrativa May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
Actualización de narrativa Apr 21

FAST: Future Returns Will Depend On Execution Resilience And Distribution Expansion

Fastenal's updated analyst price target edges higher to about $46.49 from $45.24, with analysts pointing to refreshed models that incorporate Street research adjustments to revenue growth, profit margins, and long term P/E assumptions. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several firms revisiting their models and making targeted changes to price targets and assumptions.
Actualización de narrativa Apr 07

FAST: Future Returns Will Rely On Sales Resilience And Execution Consistency

Fastenal's analyst price targets have edged higher, with recent moves such as Baird lifting its target to $52 from $51 and Barclays moving to $44 from $43, as analysts update their models following stronger than expected February average daily sales. Analyst Commentary Recent research updates offer a mixed picture, with some analysts highlighting support from stronger than expected February average daily sales and others taking a more measured stance on how much upside is already reflected in the shares.
Actualización de narrativa Mar 24

FAST: Modest February Sales Strength Will Still Drive Further Multiple Compression

Analysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
Actualización de narrativa Mar 10

FAST: Future Returns Will Depend On Margin Resilience And Execution Consistency

We are nudging our Fastenal fair value estimate up to $44.92 from $43.46, reflecting analysts' slightly higher price targets and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several price target revisions feeding into our refreshed fair value estimate.
Actualización de narrativa Feb 24

FAST: Tighter Margin Outlook Will Drive Further Multiple Compression

Narrative Update The analyst price target for Fastenal has been adjusted by a net $1, as some analysts lifted their targets by $2 while others reduced theirs by $1, reflecting updated views on revenue, margins, and P/E expectations. Analyst Commentary Recent research on Fastenal reflects a mix of optimism and caution, with some analysts lifting price targets and others trimming them.
Actualización de narrativa Feb 09

FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple Compression

Narrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.
Actualización de narrativa Jan 25

FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple Compression

Narrative update on Fastenal Analysts have reset their price expectations for Fastenal, with our fair value estimate moving from US$33.39 to US$38.00 as they factor in slower revenue growth, slightly softer profit margins, and a higher assumed future P/E multiple, in line with new Underperform ratings and lower price targets from recent research updates. Analyst Commentary Recent research has tilted more cautious on Fastenal, with a series of Underperform ratings and trimmed price targets pointing to concerns around growth, margins, and valuation.
Artículo de análisis Jan 22

Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report

It's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...
Actualización de narrativa Jan 11

FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple Compression

Analysts have trimmed their Fastenal price targets by a few dollars to the low to mid US$40s, citing slowing sales trends, pressure on gross margins, and the view that the current valuation and P/E multiple leave room for further compression. Analyst Commentary Recent research updates on Fastenal have leaned cautious, with several bearish analysts trimming price targets and rethinking their stance after the latest Q3 results and sales trends.
Artículo de análisis Jan 06

Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right Now

Fastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...
Actualización de narrativa Dec 26

FAST: Inflation And Slowing Sales Will Pressure Margins And Share Performance

Analysts modestly raised their fair value estimate for Fastenal by about $1.22 to approximately $33.39 per share. This reflects slightly stronger long term revenue growth expectations despite mounting concerns over decelerating sales, margin pressure from inflation, and the potential for further valuation multiple compression highlighted in recent target cuts and Underperform ratings.
Actualización de narrativa Dec 11

FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing Sales

The analyst price target for Fastenal has been nudged lower by $0.04 to $43.46, as analysts factor in decelerating sales, emerging inflationary pressure on gross margins, and the risk of further multiple compression, even as long term growth prospects remain solid. Analyst Commentary Recent research updates reflect a more cautious stance on Fastenal, with multiple price target reductions and a tilt toward Underperform ratings as analysts reassess the balance between the company’s structural strengths and near term execution risks.
Actualización de narrativa Nov 27

FAST: Future Returns Will Depend On Margin Defense Amid Inflationary Pressures

Analysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.
Actualización de narrativa Nov 13

FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution Risks

Fastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.
Actualización de narrativa Aug 27

Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains

Fastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
Seeking Alpha Apr 19

Fastenal: Expensive But Strong Growth Prospects

Summary Fastenal's shift from branch closures to expansion, creates strong growth outlook. Investments in FASTCrib and digital services enhance customer retention, increase margins, and expand Fastenal's TAM. Secular tailwinds from end markets and increasing customer bases create a GDP+ growth. Despite the current high valuation, entry exists ~5-6% below current share price. Read the full article on Seeking Alpha
Seeking Alpha Apr 12

Fastenal: Set To Gain Market Share In Tough Times, But There's A Caveat

Summary Fastenal's Q1-2025 results met expectations, with net sales up 3.4% YoY and EPS flat at $0.52, driving the stock up 6.4%. The company is highly profitable, with strong free cash flow and steady growth, but the current valuation is too high to recommend a Buy. Fastenal is well-positioned to handle tariffs through price hikes and diversified sourcing, potentially gaining market share during economic disruptions. Despite solid fundamentals and market outperformance, the stock's high valuation near decade highs justifies a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing Uncertainty

Summary The Materials Select Sector SPDR Fund (XLB) is the only S&P 500 sector ETF in negative territory year to date, with resource stocks under pressure. Fastenal (FAST) trades at a premium multiple despite modest earnings growth expectations, supported by strong fundamentals and market share gains. Key risks include manufacturing weakness, a strong US dollar, and heightened competition, but FAST's low debt and healthy FCF yield are positives. With a long-term uptrend but shares 10% overvalued, I maintain a hold rating on FAST, seeking double-digit EPS growth for a higher valuation. Read the full article on Seeking Alpha
Seeking Alpha Oct 14

High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate Pullback

Summary Fastenal reported better than expected Q3 earnings, resulting in a 10% jump in stock price. Fastenal has returned more than 51,000% since inception, equating to a CAGR of almost 20%. Earlier this year, the company achieved dividend champion status, but the rising payout ratio is something investors should monitor. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jeff Watts en comparación con los beneficios de Fastenal?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$1b

Mar 31 2026n/an/a

US$1b

Dec 31 2025US$3mUS$536k

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$1mUS$516k

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$1mUS$452k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$2mUS$359k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$984m

Dec 31 2021US$2mUS$368k

US$925m

Sep 30 2021n/an/a

US$890m

Jun 30 2021n/an/a

US$868m

Mar 31 2021n/an/a

US$867m

Dec 31 2020US$1mUS$344k

US$859m

Sep 30 2020n/an/a

US$842m

Jun 30 2020n/an/a

US$834m

Mar 31 2020n/an/a

US$799m

Dec 31 2019US$789kUS$303k

US$791m

Compensación vs. Mercado: La compensación total de Jeff($USD3.09M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.60M).

Compensación vs. Ingresos: La compensación de Jeff ha aumentado más de un 20% en el último año.


CEO

Jeff Watts (54 yo)

1.9yrs
Permanencia
US$3,093,803
Compensación

Mr. Jeffery Michael Watts is CEO & Director of Fastenal Company since July 16, 2026 and is its President since August 01, 2024. He was Chief Sales Officer at Fastenal Company since May 3, 2023 until July 1...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jeffery Watts
President1.9yrsUS$3.09m0.0010%
$ 541.0k
Max Tunnicliff
Senior EVP & CFOless than a yearUS$466.40ksin datos
Sheryl Lisowski
Executive VP12.8yrsUS$1.46m0.0013%
$ 655.4k
Daniel Florness
Strategic Advisor to the CEOno dataUS$4.18m0.053%
$ 27.6m
John Soderberg
Senior Executive Vice President of Information Technology12.2yrsUS$1.58m0.0027%
$ 1.4m
Charles Miller
Senior Executive Vice President of Sales10.7yrsUS$1.92m0.0024%
$ 1.2m
Anthony Broersma
Executive Vice President of Operations4.1yrssin datos0.0011%
$ 577.4k
John Milek
VP & General Counselno datasin datossin datos
Donnalee Papenfuss
Executive VP of Strategy & Communications1.7yrssin datos0.000040%
$ 20.8k
Noelle Oas
Executive Vice President of Human Resources3.4yrssin datossin datos
William Drazkowski
Senior Executive Vice President of Sales9.6yrsUS$731.67k0.0020%
$ 1.0m
Taylor Oborski
Financial Reporting & Regulatory Compliance Accountantno datasin datossin datos
3.8yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de FAST se considera experimentado (3.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jeffery Watts
Presidentno dataUS$3.09m0.0010%
$ 541.0k
Reyne Wisecup
Director26.1yrsUS$150.00k0.0035%
$ 1.8m
Scott Satterlee
Independent Chair of the Board17.5yrsUS$200.00k0.0044%
$ 2.3m
Rita Heise
Independent Director14yrsUS$170.00k0.0035%
$ 1.8m
Sarah Nielsen
Independent Director4.9yrsUS$150.00k0.00044%
$ 228.9k
Daniel Johnson
Independent Director10.2yrsUS$150.00k0.0019%
$ 1.0m
Michael Ancius
Independent Director17.5yrsUS$170.00k0.0063%
$ 3.3m
Stephen Eastman
Independent Director11.1yrsUS$170.00k0.0018%
$ 951.9k
Brady Ericson
Independent Director1.5yrsUS$112.50k0%
$ 0
Hsenghung Hsu
Independent Director5.9yrsUS$150.00k0.00087%
$ 452.5k
Irene Quarshie
Independent Director3.1yrsUS$150.00k0%
$ 0
Vishal Talwar
Independent Directorless than a yearsin datossin datos
8.0yrs
Permanencia media
56.5yo
Promedio de edad

Junta con experiencia: La junta directiva de FAST se considera experimentada (8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/23 21:54
Precio de las acciones al final del día2026/07/23 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Fastenal Company está cubierta por 36 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
David MantheyBaird
Guy HardwickBarclays