View Financial HealthFastenal 배당 및 자사주 매입배당 기준 점검 4/6Fastenal 수익으로 충분히 충당되는 현재 수익률 2.2% 보유한 배당금 지급 회사입니다. 다음 지급일은 26th May, 2026 이며 배당락일은 다음과 같습니다. 28th April, 2026.핵심 정보2.2%배당 수익률-0.0008%자사주 매입 수익률총 주주 수익률2.2%미래 배당 수익률2.4%배당 성장률11.5%다음 배당 지급일26 May 26배당락일28 Apr 26주당 배당금n/a배당 성향80%최근 배당 및 자사주 매입 업데이트Declared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updates속보 • May 07Fastenal Grows Sales and Income While Flagging Tariff Pressures and Expanding in SoutheastFastenal reported Q1 FY2026 net sales growth of 12.4% and net income growth of 13.8%, in line with analyst expectations. The company flagged tariff-related cost pressures, particularly on petroleum-based products, which could affect profit margins. Fastenal broke ground on a new Southeast regional logistics center in Carrollton, Georgia, aligned with its expectations for sustained industrial demand. For you as an investor, the Q1 FY2026 numbers indicate that Fastenal is currently growing both its top and bottom line while meeting what analysts had been looking for. At the same time, management is signaling that tariffs and higher input costs on petroleum-based products may squeeze margins. This is an area to watch in future quarters, particularly if pricing or product mix does not fully offset these pressures. The new logistics center in Georgia signals continued investment in Fastenal’s distribution network and reflects its view that industrial activity in the region will support that additional capacity. When evaluating the stock, it can be helpful to monitor how efficiently this added infrastructure is utilized over time and whether margin trends remain aligned with the company’s cost structure and expansion plans.내러티브 업데이트 • May 06FAST: Future Returns Will Hinge On Execution Resilience And Carrollton ExpansionAnalysts 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.내러티브 업데이트 • Apr 21FAST: Future Returns Will Depend On Execution Resilience And Distribution ExpansionFastenal'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.Seeking Alpha • Apr 20Fastenal Company: Tariff Concerns On Top Of An Expensive ValuationSummary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking AlphaDeclared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027공시 • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.내러티브 업데이트 • Apr 07FAST: Future Returns Will Rely On Sales Resilience And Execution ConsistencyFastenal'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.내러티브 업데이트 • Mar 24FAST: Modest February Sales Strength Will Still Drive Further Multiple CompressionAnalysts 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.내러티브 업데이트 • Mar 10FAST: Future Returns Will Depend On Margin Resilience And Execution ConsistencyWe 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.공시 • Feb 26Fastenal Company, Annual General Meeting, Apr 23, 2026Fastenal Company, Annual General Meeting, Apr 23, 2026. Location: 3560 service drive winona, minnesota 55987, minnesota United States내러티브 업데이트 • Feb 24FAST: Tighter Margin Outlook Will Drive Further Multiple CompressionNarrative 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.내러티브 업데이트 • Feb 09FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple CompressionNarrative 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.내러티브 업데이트 • Jan 25FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple CompressionNarrative 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.분석 기사 • Jan 22Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual ReportIt's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.내러티브 업데이트 • Jan 11FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple CompressionAnalysts 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.분석 기사 • Jan 06Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right NowFastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...내러티브 업데이트 • Dec 26FAST: Inflation And Slowing Sales Will Pressure Margins And Share PerformanceAnalysts 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.공시 • Dec 24+ 1 more updateFastenal Company Announces Management ChangesFastenal Company announced that Daniel L. Florness intends to resign from Fastenal's Board of Directors on the same day he steps out of the CEO role, July 16, 2026. The Board intends to appoint Jeffery M. Watts as a director to fill the vacancy on the Board left by Mr. Florness. Mr. Florness expects to continue to serve Fastenal as a Strategic Advisor to the new Chief Executive Officer until early 2028. This role is designed to ensure a smooth transition of duties and an effective transfer of knowledge. This transition represents the next step in an orderly succession plan that began in August 2024, when Jeff Watts stepped into the role of President of Fastenal. Since then, Jeff has demonstrated an outstanding ability to align our sales teams around the common goal of delivering industry-leading value and service to Fastenal's customers.내러티브 업데이트 • Dec 11FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing SalesThe 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.내러티브 업데이트 • Nov 27FAST: Future Returns Will Depend On Margin Defense Amid Inflationary PressuresAnalysts 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.내러티브 업데이트 • Nov 13FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution RisksFastenal'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.공시 • Nov 04+ 1 more updateFastenal Company Announces Chief Financial Officer Changes, Effective November 10, 2025Fastenal Company has appointed Max Tunnicliff to the position of Chief Financial Officer, effective November 10, 2025. As Chief Financial Officer, Mr. Tunnicliff's responsibilities include establishing priorities, setting goals, and providing guidance and oversight for the Company's finance, accounting, audit, and general counsel functions. Mr. Tunnicliff brings a tremendous amount of experience, insights, and perspective to Fastenal, having most recently served as chief financial officer of Beko Europe, a leading home appliance business in Europe. Previously, he served in a variety of senior finance leadership roles with Whirlpool Corporation including head of internal audit and VP of strategy, and chief financial officer of the Asia Pacific region. While at Whirlpool, he also previously led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Mr. Tunnicliff, 47, previously served since January 2024 as the chief financial officer of Beko Europe, a leading home appliance business in Europe that was formed in 2024 under agreement between Arcelik and Whirlpool Corporation ('Whirlpool'). Prior to this role, he served as head of internal audit and VP of strategy of Whirlpool from November 2021 to December 2023. He also served as the chief financial officer of the Asia Pacific Region of Whirlpool from August 2019 to October 2021. Earlier in his career, Mr. Tunnicliff held a variety of senior finance leadership roles at Whirlpool across North America and global operations, where he led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Before joining Whirlpool, he spent seven years with Deloitte in audit and advisory services, where he supported large multinational clients across several industries. On October 30, 2025, the Board also discontinued the appointment of Sheryl A. Lisowski as Interim Chief Financial Officer of the Company (a position she has held since April 17, 2025) and she will continue to serve in the positions of Executive Vice President, Chief Accounting Officer, and Treasurer of the Company. The position change will become effective on November 10, 2025.Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 12Fastenal Company Announces Cash Dividend, Payable on November 25, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on November 25, 2025 to shareholders of record at the close of business on October 28, 2025.내러티브 업데이트 • Aug 27Managed Inventory Expansion And Digital Footprint Will Transform Supply ChainsFastenal’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.Price Target Changed • Jul 27Price target increased by 7.1% to US$43.25Up from US$40.37, the current price target is an average from 10 analysts. New target price is 9.4% below last closing price of US$47.75. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.Declared Dividend • Jul 16Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th July 2025 Payment date: 26th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 15Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 2Q 2024). Revenue: US$2.08b (up 8.6% from 2Q 2024). Net income: US$330.3m (up 13% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 15Price target increased by 7.1% to US$41.10Up from US$38.37, the current price target is an average from 11 analysts. New target price is 8.9% below last closing price of US$45.13. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.공시 • Jul 15Fastenal Company to Report Q2, 2026 Results on Jul 13, 2026Fastenal Company announced that they will report Q2, 2026 results at 6:00 AM, Central Standard Time on Jul 13, 2026Price Target Changed • Jul 14Price target increased by 11% to US$42.37Up from US$38.10, the current price target is an average from 11 analysts. New target price is 6.0% below last closing price of US$45.07. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$1.09 for next year compared to US$1.00 last year.공시 • Jul 12Fastenal Company Announces Cash Dividend, Payable on August 26, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on August 26, 2025 to shareholders of record at the close of business on July 29, 2025. Except for share and per share information, dollar amounts are stated in millions. Share and per share information in this release has been adjusted to reflect a previously announced two-for-one stock split which took effect at the close of business on May 21, 2025.분석 기사 • May 25Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...Recent Insider Transactions Derivative • May 19Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 18Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Apr 25CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$82.12, it would amount to US$4.1m. For the year to December 2018, Daniel's total compensation was 41% salary and 59% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Daniel's direct individual holding has decreased from 307.24k shares to 303.82k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Apr 19Fastenal: Expensive But Strong Growth ProspectsSummary 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 AlphaRecent Insider Transactions Derivative • Apr 17Executive Vice President of Sales notifies of intention to sell stockWilliam Drazkowski intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$81.31, it would amount to US$1.2m. Since December 2024, William's direct individual holding has increased from 11.21k shares to 11.27k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Apr 13First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 25th April 2025 Payment date: 23rd May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • Apr 12Fastenal: Set To Gain Market Share In Tough Times, But There's A CaveatSummary 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 Alpha공시 • Apr 11+ 1 more updateFastenal Company Appoints Sheryl A. Lisowski as Interim Chief Financial Officer, Effective April 17, 2025On April 10, 2025, the Board of Directors of Fastenal Company appointed Sheryl A. Lisowski, the Company's Executive Vice President – Chief Accounting Officer and Treasurer, to serve in the additional role of interim Chief Financial Officer of the Company, effective April 17, 2025, until such time as a permanent Chief Financial Officer is appointed. Ms. Lisowski, age 57, has been the Company's Executive Vice President – Chief Accounting Officer and Treasurer since December 2020. From August 2016 to November 2020, Ms. Lisowski was Controller, Chief Accounting Officer, and Treasurer. Ms. Lisowski was the Company's Controller and Chief Accounting Officer from October 2013 to August 2016, and also served as interim Chief Financial Officer from January 2016 to August 2016. Ms. Lisowski joined Fastenal in 1994 and, prior to August 2016, served in various roles of increasing responsibility within finance and accounting team.Recent Insider Transactions Derivative • Mar 16Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 69k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$74.97, it would amount to US$5.1m. Since December 2024, Holden has owned 10.10k shares directly. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.공시 • Mar 08Fastenal Company to Report Fiscal Year 2025 Results on Jan 19, 2026Fastenal Company announced that they will report fiscal year 2025 results at 6:00 AM, Central Standard Time on Jan 19, 2026Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to US$80.00. The fair value is estimated to be US$66.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.공시 • Feb 27Fastenal Company, Annual General Meeting, Apr 24, 2025Fastenal Company, Annual General Meeting, Apr 24, 2025. Location: 3560 service drive, minnesota 55987, winona United StatesDeclared Dividend • Jan 21Fourth quarter dividend increased to US$0.43Dividend of US$0.43 is 10% higher than last year. Ex-date: 31st January 2025 Payment date: 28th February 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 18Fastenal Company Announces Director ChangesOn January 16, 2025, Nicholas J. Lundquist, a director of the Board of Directors of Fastenal Company, informed the Company that he will not stand for re-election as a director of the Company and tendered his notification of ineligibility, effective as of January 16, 2025. Mr. Lundquist's not standing for re-election was not the result of any disagreements with the Company on matters related to its operations, policies, or practices, but based on his ineligibility to continue to serve on the Board pursuant to the Company's Corporate Governance Guidelines, which impose a five-year term limit for former employees of the Company. Mr. Lundquist has served on the Board since October 2019. Mr. Lundquist began his career with the Company in March 1979 serving in various distribution and sales leadership roles of increasing responsibility, including Executive Vice President, Chief Operating Officer, and Senior Executive Vice President. Mr. Lundquist spent his career with Fastenal, successfully working with, managing, and providing leadership to many of the departments and disciplines integral to the Company's growth and financial success. His career path epitomizes the Company's 'promote from within' philosophy which is a cornerstone of Fastenal's culture. The Board thanks Mr. Lundquist for his 46 years of dedicated service as an employee and as a director of the Company, and wishes him all the best in his future endeavors. Also on January 16, 2025, the Board elected as a director of the Company, Mr. Brady D. Ericson, effective as of the same date, keeping the number of directors on the Board at eleven. Mr. Ericson was elected to serve as an independent director for a term expiring at the Company's next annual meeting of shareholders and until his successor is duly elected and qualified. The Board also appointed Mr. Ericson to serve on the Audit Committee of the Company, effective as of the same date. Mr. Ericson has served as the President and Chief Executive Officer of PHINIA Inc., located in Auburn Hills, Michigan, since July 2023. PHINIA is a publicly-traded, global, market-leading provider of premium solutions and components across commercial vehicles, industrial applications, and the automobile industry. From March 2022 to July 2023, Mr. Ericson served as President and General Manager of the Fuel Systems and Aftermarket segment of BorgWarner that principally became PHINIA following its spin-off. From June 2019 to March 2022, Mr. Ericson served as the President and General Manager of the Morse Systems segment at BorgWarner. From 1998 through 2019, he served in various positions of increasing leadership at BorgWarner.Reported Earnings • Jan 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.01 (down from US$2.02 in FY 2023). Revenue: US$7.55b (up 2.7% from FY 2023). Net income: US$1.15b (flat on FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 28, 2025Fastenal Company reported its board of directors declared a dividend of $0.43 per share to be paid in cash on February 28, 2025 to shareholders of record at the close of business on January 31, 2025.공시 • Dec 28Fastenal Company Announces Resignation of Holden Lewis as Chief Financial Officer, Effective April 16, 2025On December 23, 2024, Holden Lewis, Chief Financial Officer of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.공시 • Dec 27Fastenal Company Announces Resignation of Holden Lewis as Senior Executive Vice President, Effective April 16, 2025On December 23, 2024, Holden Lewis, Senior Executive Vice President of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.Seeking Alpha • Dec 27Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing UncertaintySummary 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 AlphaBuy Or Sell Opportunity • Dec 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to US$74.82. The fair value is estimated to be US$62.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.공시 • Dec 10+ 2 more updatesFastenal Company to Report Q2, 2025 Results on Jul 14, 2025Fastenal Company announced that they will report Q2, 2025 results at 6:00 AM, Central Standard Time on Jul 14, 2025Recent Insider Transactions Derivative • Nov 24Insider notifies of intention to sell stockJames Jansen intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$83.08, it would amount to US$1.6m. Since December 2023, James' direct individual holding has increased from 45.65k shares to 45.98k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 08Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$83.12, it would amount to US$3.4m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.공시 • Oct 18Fastenal Company Announces the Promotion of Donnalee K. Papenfuss as Executive Vice President of Strategy and Communications, Effective November 1, 2024Fastenal Company has promoted Donnalee K. Papenfuss to the position of Executive Vice President of Strategy and Communications effective November 1, 2024. In this newly created role, Ms. Papenfuss will lead marketing and drive strategic initiatives in the areas of technology, sales, and environmental, social, and governance (ESG). Additionally, she will enhance communication efforts to support these initiatives and ensure alignment with overall business objectives. Ms. Papenfuss has served as Fastenal's Vice President of Contract Development and Support from February 2014 to October 2024. In this role, she has led teams responsible for various sales enablement, sales development, and sales support functions – from providing tools and resources to help sellers in the field succeed in their roles to developing proposals and facilitating workflows for contract negotiations. In recent years, her role has expanded to include oversight of Blue (Fastenal's internal chatbot and digital assistant) as well as leadership of Fastenal's ESG Community of Practice. In the past year, Ms. Papenfuss has also facilitated the corporate strategic planning process with company executives. From July 2006 to February 2014, Ms. Papenfuss was its Director of Government and Diversity Affairs. Ms. Papenfuss joined Fastenal in 1999 and, prior to July 2006, served in various roles of increasing responsibility.Recent Insider Transactions Derivative • Oct 17Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of October. If the sale is conducted around the recent share price of US$76.52, it would amount to US$2.3m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Oct 14Dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 25th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Seeking Alpha • Oct 14High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate PullbackSummary 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 AlphaPrice Target Changed • Oct 13Price target increased by 8.6% to US$70.53Up from US$64.95, the current price target is an average from 12 analysts. New target price is 8.2% below last closing price of US$76.82. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$2.02 last year.Reported Earnings • Oct 11Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.52 (up from US$0.52 in 3Q 2023). Revenue: US$1.91b (up 3.5% from 3Q 2023). Net income: US$298.1m (flat on 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.공시 • Oct 11Fastenal Company Announces Cash Dividend, Payable on November 22, 2024Fastenal Company reported its board of directors declared a dividend of $0.39 per share to be paid in cash on November 22, 2024 to shareholders of record at the close of business on October 25, 2024.Buy Or Sell Opportunity • Oct 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$70.61. The fair value is estimated to be US$58.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Seeking Alpha • Oct 06Fastenal: Resilience Is Overshadowed By Steep ValuationSummary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to US$71.38. The fair value is estimated to be US$58.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.Recent Insider Transactions Derivative • Sep 15CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$69.68, it would amount to US$3.5m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.18k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Sep 12Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High ValuationSummary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking AlphaBoard Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Irene Quarshie was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Aug 23CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$68.14, it would amount to US$3.1m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.04k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: FAST 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: FAST 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Fastenal 배당 수익률 vs 시장FAST의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (FAST)2.2%시장 하위 25% (US)1.4%시장 상위 25% (US)4.3%업계 평균 (Trade Distributors)1.4%분석가 예측 (FAST) (최대 3년)2.4%주목할만한 배당금: FAST 의 배당금( 2.2% )은 US 시장에서 배당금 지급자의 하위 25%( 1.42% )보다 높습니다.고배당: FAST 의 배당금( 2.2% )은 US 시장에서 배당금 지급자의 상위 25%( 4.27% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 79.5% )에서 FAST 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 94.7% )이 높기 때문에 FAST 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 07:32종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Fastenal Company는 34명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John EadeArgus Research CompanyDavid MantheyBairdGuy HardwickBarclays31명의 분석가 더 보기
Declared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.
Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.
Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).
Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
속보 • May 07Fastenal Grows Sales and Income While Flagging Tariff Pressures and Expanding in SoutheastFastenal reported Q1 FY2026 net sales growth of 12.4% and net income growth of 13.8%, in line with analyst expectations. The company flagged tariff-related cost pressures, particularly on petroleum-based products, which could affect profit margins. Fastenal broke ground on a new Southeast regional logistics center in Carrollton, Georgia, aligned with its expectations for sustained industrial demand. For you as an investor, the Q1 FY2026 numbers indicate that Fastenal is currently growing both its top and bottom line while meeting what analysts had been looking for. At the same time, management is signaling that tariffs and higher input costs on petroleum-based products may squeeze margins. This is an area to watch in future quarters, particularly if pricing or product mix does not fully offset these pressures. The new logistics center in Georgia signals continued investment in Fastenal’s distribution network and reflects its view that industrial activity in the region will support that additional capacity. When evaluating the stock, it can be helpful to monitor how efficiently this added infrastructure is utilized over time and whether margin trends remain aligned with the company’s cost structure and expansion plans.
내러티브 업데이트 • May 06FAST: Future Returns Will Hinge On Execution Resilience And Carrollton ExpansionAnalysts 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.
내러티브 업데이트 • Apr 21FAST: Future Returns Will Depend On Execution Resilience And Distribution ExpansionFastenal'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.
Seeking Alpha • Apr 20Fastenal Company: Tariff Concerns On Top Of An Expensive ValuationSummary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking Alpha
Declared Dividend • Apr 15First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 28th April 2026 Payment date: 26th May 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.26 in 1Q 2025). Revenue: US$2.20b (up 12% from 1Q 2025). Net income: US$339.8m (up 14% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 13Fastenal Company to Report Q1, 2027 Results on Apr 12, 2027Fastenal Company announced that they will report Q1, 2027 results at 7:00 AM, US Eastern Standard Time on Apr 12, 2027
공시 • Apr 11Fastenal Company Declares Cash Dividend for the Second Quarter of 2026, Payable on May 26, 2026Fastenal Company declared cash dividend of $0.24 per share for the second quarter of 2026, to be paid on May 26, 2026 to shareholders of record at the close of business on April 28, 2026. First Quarter 2026: $0.240 per share.
내러티브 업데이트 • Apr 07FAST: Future Returns Will Rely On Sales Resilience And Execution ConsistencyFastenal'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.
내러티브 업데이트 • Mar 24FAST: Modest February Sales Strength Will Still Drive Further Multiple CompressionAnalysts 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.
내러티브 업데이트 • Mar 10FAST: Future Returns Will Depend On Margin Resilience And Execution ConsistencyWe 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.
공시 • Feb 26Fastenal Company, Annual General Meeting, Apr 23, 2026Fastenal Company, Annual General Meeting, Apr 23, 2026. Location: 3560 service drive winona, minnesota 55987, minnesota United States
내러티브 업데이트 • Feb 24FAST: Tighter Margin Outlook Will Drive Further Multiple CompressionNarrative 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.
내러티브 업데이트 • Feb 09FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple CompressionNarrative 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.
내러티브 업데이트 • Jan 25FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple CompressionNarrative 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.
분석 기사 • Jan 22Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual ReportIt's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...
Declared Dividend • Jan 21Fourth quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 29th January 2026 Payment date: 26th February 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 21Fastenal Company to Report Q4, 2026 Results on Jan 19, 2027Fastenal Company announced that they will report Q4, 2026 results at 6:00 AM, Central Standard Time on Jan 19, 2027
Reported Earnings • Jan 21Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$1.10 (up from US$1.01 in FY 2024). Revenue: US$8.20b (up 8.7% from FY 2024). Net income: US$1.26b (up 9.4% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 26, 2026Fastenal Company reported its board of directors declared a dividend of $0.24 per share to be paid in cash on February 26, 2026 to shareholders of record at the close of business on January 29, 2026.
내러티브 업데이트 • Jan 11FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple CompressionAnalysts 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.
분석 기사 • Jan 06Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right NowFastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...
내러티브 업데이트 • Dec 26FAST: Inflation And Slowing Sales Will Pressure Margins And Share PerformanceAnalysts 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.
공시 • Dec 24+ 1 more updateFastenal Company Announces Management ChangesFastenal Company announced that Daniel L. Florness intends to resign from Fastenal's Board of Directors on the same day he steps out of the CEO role, July 16, 2026. The Board intends to appoint Jeffery M. Watts as a director to fill the vacancy on the Board left by Mr. Florness. Mr. Florness expects to continue to serve Fastenal as a Strategic Advisor to the new Chief Executive Officer until early 2028. This role is designed to ensure a smooth transition of duties and an effective transfer of knowledge. This transition represents the next step in an orderly succession plan that began in August 2024, when Jeff Watts stepped into the role of President of Fastenal. Since then, Jeff has demonstrated an outstanding ability to align our sales teams around the common goal of delivering industry-leading value and service to Fastenal's customers.
내러티브 업데이트 • Dec 11FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing SalesThe 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.
내러티브 업데이트 • Nov 27FAST: Future Returns Will Depend On Margin Defense Amid Inflationary PressuresAnalysts 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.
내러티브 업데이트 • Nov 13FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution RisksFastenal'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.
공시 • Nov 04+ 1 more updateFastenal Company Announces Chief Financial Officer Changes, Effective November 10, 2025Fastenal Company has appointed Max Tunnicliff to the position of Chief Financial Officer, effective November 10, 2025. As Chief Financial Officer, Mr. Tunnicliff's responsibilities include establishing priorities, setting goals, and providing guidance and oversight for the Company's finance, accounting, audit, and general counsel functions. Mr. Tunnicliff brings a tremendous amount of experience, insights, and perspective to Fastenal, having most recently served as chief financial officer of Beko Europe, a leading home appliance business in Europe. Previously, he served in a variety of senior finance leadership roles with Whirlpool Corporation including head of internal audit and VP of strategy, and chief financial officer of the Asia Pacific region. While at Whirlpool, he also previously led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Mr. Tunnicliff, 47, previously served since January 2024 as the chief financial officer of Beko Europe, a leading home appliance business in Europe that was formed in 2024 under agreement between Arcelik and Whirlpool Corporation ('Whirlpool'). Prior to this role, he served as head of internal audit and VP of strategy of Whirlpool from November 2021 to December 2023. He also served as the chief financial officer of the Asia Pacific Region of Whirlpool from August 2019 to October 2021. Earlier in his career, Mr. Tunnicliff held a variety of senior finance leadership roles at Whirlpool across North America and global operations, where he led teams responsible for financial reporting, category profitability, supply chain finance, and commercial planning. Before joining Whirlpool, he spent seven years with Deloitte in audit and advisory services, where he supported large multinational clients across several industries. On October 30, 2025, the Board also discontinued the appointment of Sheryl A. Lisowski as Interim Chief Financial Officer of the Company (a position she has held since April 17, 2025) and she will continue to serve in the positions of Executive Vice President, Chief Accounting Officer, and Treasurer of the Company. The position change will become effective on November 10, 2025.
Upcoming Dividend • Oct 22Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 28 October 2025. Payment date: 25 November 2025. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%).
Declared Dividend • Oct 15Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 28th October 2025 Payment date: 25th November 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Oct 14Fastenal Company to Report Q3, 2026 Results on Oct 14, 2026Fastenal Company announced that they will report Q3, 2026 results at 6:00 AM, Central Standard Time on Oct 14, 2026
Reported Earnings • Oct 13Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 3Q 2024). Revenue: US$2.13b (up 12% from 3Q 2024). Net income: US$335.5m (up 13% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 12Fastenal Company Announces Cash Dividend, Payable on November 25, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on November 25, 2025 to shareholders of record at the close of business on October 28, 2025.
내러티브 업데이트 • Aug 27Managed Inventory Expansion And Digital Footprint Will Transform Supply ChainsFastenal’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.
Price Target Changed • Jul 27Price target increased by 7.1% to US$43.25Up from US$40.37, the current price target is an average from 10 analysts. New target price is 9.4% below last closing price of US$47.75. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.
Declared Dividend • Jul 16Second quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 29th July 2025 Payment date: 26th August 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (80% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 15Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.29 (up from US$0.26 in 2Q 2024). Revenue: US$2.08b (up 8.6% from 2Q 2024). Net income: US$330.3m (up 13% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 15Price target increased by 7.1% to US$41.10Up from US$38.37, the current price target is an average from 11 analysts. New target price is 8.9% below last closing price of US$45.13. Stock is up 31% over the past year. The company is forecast to post earnings per share of US$1.10 for next year compared to US$1.00 last year.
공시 • Jul 15Fastenal Company to Report Q2, 2026 Results on Jul 13, 2026Fastenal Company announced that they will report Q2, 2026 results at 6:00 AM, Central Standard Time on Jul 13, 2026
Price Target Changed • Jul 14Price target increased by 11% to US$42.37Up from US$38.10, the current price target is an average from 11 analysts. New target price is 6.0% below last closing price of US$45.07. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$1.09 for next year compared to US$1.00 last year.
공시 • Jul 12Fastenal Company Announces Cash Dividend, Payable on August 26, 2025Fastenal Company reported its board of directors declared a dividend of $0.22 per share to be paid in cash on August 26, 2025 to shareholders of record at the close of business on July 29, 2025. Except for share and per share information, dollar amounts are stated in millions. Share and per share information in this release has been adjusted to reflect a previously announced two-for-one stock split which took effect at the close of business on May 21, 2025.
분석 기사 • May 25Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...
Recent Insider Transactions Derivative • May 19Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 18Insider notifies of intention to sell stockJohn Soderberg intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$82.45, it would amount to US$1.3m. Since December 2024, John has owned 14.94k shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Apr 25CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$82.12, it would amount to US$4.1m. For the year to December 2018, Daniel's total compensation was 41% salary and 59% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Daniel's direct individual holding has decreased from 307.24k shares to 303.82k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Apr 19Fastenal: Expensive But Strong Growth ProspectsSummary 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
Recent Insider Transactions Derivative • Apr 17Executive Vice President of Sales notifies of intention to sell stockWilliam Drazkowski intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$81.31, it would amount to US$1.2m. Since December 2024, William's direct individual holding has increased from 11.21k shares to 11.27k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Apr 13First quarter dividend of US$0.44 announcedShareholders will receive a dividend of US$0.44. Ex-date: 25th April 2025 Payment date: 23rd May 2025 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • Apr 12Fastenal: Set To Gain Market Share In Tough Times, But There's A CaveatSummary 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
공시 • Apr 11+ 1 more updateFastenal Company Appoints Sheryl A. Lisowski as Interim Chief Financial Officer, Effective April 17, 2025On April 10, 2025, the Board of Directors of Fastenal Company appointed Sheryl A. Lisowski, the Company's Executive Vice President – Chief Accounting Officer and Treasurer, to serve in the additional role of interim Chief Financial Officer of the Company, effective April 17, 2025, until such time as a permanent Chief Financial Officer is appointed. Ms. Lisowski, age 57, has been the Company's Executive Vice President – Chief Accounting Officer and Treasurer since December 2020. From August 2016 to November 2020, Ms. Lisowski was Controller, Chief Accounting Officer, and Treasurer. Ms. Lisowski was the Company's Controller and Chief Accounting Officer from October 2013 to August 2016, and also served as interim Chief Financial Officer from January 2016 to August 2016. Ms. Lisowski joined Fastenal in 1994 and, prior to August 2016, served in various roles of increasing responsibility within finance and accounting team.
Recent Insider Transactions Derivative • Mar 16Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 69k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$74.97, it would amount to US$5.1m. Since December 2024, Holden has owned 10.10k shares directly. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Mar 08Fastenal Company to Report Fiscal Year 2025 Results on Jan 19, 2026Fastenal Company announced that they will report fiscal year 2025 results at 6:00 AM, Central Standard Time on Jan 19, 2026
Buy Or Sell Opportunity • Mar 07Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to US$80.00. The fair value is estimated to be US$66.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
공시 • Feb 27Fastenal Company, Annual General Meeting, Apr 24, 2025Fastenal Company, Annual General Meeting, Apr 24, 2025. Location: 3560 service drive, minnesota 55987, winona United States
Declared Dividend • Jan 21Fourth quarter dividend increased to US$0.43Dividend of US$0.43 is 10% higher than last year. Ex-date: 31st January 2025 Payment date: 28th February 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 18Fastenal Company Announces Director ChangesOn January 16, 2025, Nicholas J. Lundquist, a director of the Board of Directors of Fastenal Company, informed the Company that he will not stand for re-election as a director of the Company and tendered his notification of ineligibility, effective as of January 16, 2025. Mr. Lundquist's not standing for re-election was not the result of any disagreements with the Company on matters related to its operations, policies, or practices, but based on his ineligibility to continue to serve on the Board pursuant to the Company's Corporate Governance Guidelines, which impose a five-year term limit for former employees of the Company. Mr. Lundquist has served on the Board since October 2019. Mr. Lundquist began his career with the Company in March 1979 serving in various distribution and sales leadership roles of increasing responsibility, including Executive Vice President, Chief Operating Officer, and Senior Executive Vice President. Mr. Lundquist spent his career with Fastenal, successfully working with, managing, and providing leadership to many of the departments and disciplines integral to the Company's growth and financial success. His career path epitomizes the Company's 'promote from within' philosophy which is a cornerstone of Fastenal's culture. The Board thanks Mr. Lundquist for his 46 years of dedicated service as an employee and as a director of the Company, and wishes him all the best in his future endeavors. Also on January 16, 2025, the Board elected as a director of the Company, Mr. Brady D. Ericson, effective as of the same date, keeping the number of directors on the Board at eleven. Mr. Ericson was elected to serve as an independent director for a term expiring at the Company's next annual meeting of shareholders and until his successor is duly elected and qualified. The Board also appointed Mr. Ericson to serve on the Audit Committee of the Company, effective as of the same date. Mr. Ericson has served as the President and Chief Executive Officer of PHINIA Inc., located in Auburn Hills, Michigan, since July 2023. PHINIA is a publicly-traded, global, market-leading provider of premium solutions and components across commercial vehicles, industrial applications, and the automobile industry. From March 2022 to July 2023, Mr. Ericson served as President and General Manager of the Fuel Systems and Aftermarket segment of BorgWarner that principally became PHINIA following its spin-off. From June 2019 to March 2022, Mr. Ericson served as the President and General Manager of the Morse Systems segment at BorgWarner. From 1998 through 2019, he served in various positions of increasing leadership at BorgWarner.
Reported Earnings • Jan 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.01 (down from US$2.02 in FY 2023). Revenue: US$7.55b (up 2.7% from FY 2023). Net income: US$1.15b (flat on FY 2023). Profit margin: 15% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
공시 • Jan 17Fastenal Company Announces Cash Dividend, Payable on February 28, 2025Fastenal Company reported its board of directors declared a dividend of $0.43 per share to be paid in cash on February 28, 2025 to shareholders of record at the close of business on January 31, 2025.
공시 • Dec 28Fastenal Company Announces Resignation of Holden Lewis as Chief Financial Officer, Effective April 16, 2025On December 23, 2024, Holden Lewis, Chief Financial Officer of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.
공시 • Dec 27Fastenal Company Announces Resignation of Holden Lewis as Senior Executive Vice President, Effective April 16, 2025On December 23, 2024, Holden Lewis, Senior Executive Vice President of Fastenal Company (the 'Company'), provided written notice to the Company of his resignation, effective on April 16, 2025 (the 'Effective Date'). Mr. Lewis' resignation was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices, including with respect to any matters relating to the Company's accounting practices or financial reporting. Mr. Lewis intends to remain an employee of the Company and continue to serve as the Senior Executive Vice President and Chief Financial Officer of the Company until the Effective Date and he has informed the Company he will assist with the efficient transition of his responsibilities to a replacement.
Seeking Alpha • Dec 27Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing UncertaintySummary 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
Buy Or Sell Opportunity • Dec 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to US$74.82. The fair value is estimated to be US$62.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
공시 • Dec 10+ 2 more updatesFastenal Company to Report Q2, 2025 Results on Jul 14, 2025Fastenal Company announced that they will report Q2, 2025 results at 6:00 AM, Central Standard Time on Jul 14, 2025
Recent Insider Transactions Derivative • Nov 24Insider notifies of intention to sell stockJames Jansen intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$83.08, it would amount to US$1.6m. Since December 2023, James' direct individual holding has increased from 45.65k shares to 45.98k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 08Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of November. If the sale is conducted around the recent share price of US$83.12, it would amount to US$3.4m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Oct 18Fastenal Company Announces the Promotion of Donnalee K. Papenfuss as Executive Vice President of Strategy and Communications, Effective November 1, 2024Fastenal Company has promoted Donnalee K. Papenfuss to the position of Executive Vice President of Strategy and Communications effective November 1, 2024. In this newly created role, Ms. Papenfuss will lead marketing and drive strategic initiatives in the areas of technology, sales, and environmental, social, and governance (ESG). Additionally, she will enhance communication efforts to support these initiatives and ensure alignment with overall business objectives. Ms. Papenfuss has served as Fastenal's Vice President of Contract Development and Support from February 2014 to October 2024. In this role, she has led teams responsible for various sales enablement, sales development, and sales support functions – from providing tools and resources to help sellers in the field succeed in their roles to developing proposals and facilitating workflows for contract negotiations. In recent years, her role has expanded to include oversight of Blue (Fastenal's internal chatbot and digital assistant) as well as leadership of Fastenal's ESG Community of Practice. In the past year, Ms. Papenfuss has also facilitated the corporate strategic planning process with company executives. From July 2006 to February 2014, Ms. Papenfuss was its Director of Government and Diversity Affairs. Ms. Papenfuss joined Fastenal in 1999 and, prior to July 2006, served in various roles of increasing responsibility.
Recent Insider Transactions Derivative • Oct 17Senior EVP & CFO notifies of intention to sell stockHolden Lewis intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of October. If the sale is conducted around the recent share price of US$76.52, it would amount to US$2.3m. Since December 2023, Holden has owned 9.88k shares directly. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Oct 14Dividend of US$0.39 announcedShareholders will receive a dividend of US$0.39. Ex-date: 25th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Seeking Alpha • Oct 14High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate PullbackSummary 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
Price Target Changed • Oct 13Price target increased by 8.6% to US$70.53Up from US$64.95, the current price target is an average from 12 analysts. New target price is 8.2% below last closing price of US$76.82. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$2.03 for next year compared to US$2.02 last year.
Reported Earnings • Oct 11Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.52 (up from US$0.52 in 3Q 2023). Revenue: US$1.91b (up 3.5% from 3Q 2023). Net income: US$298.1m (flat on 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year.
공시 • Oct 11Fastenal Company Announces Cash Dividend, Payable on November 22, 2024Fastenal Company reported its board of directors declared a dividend of $0.39 per share to be paid in cash on November 22, 2024 to shareholders of record at the close of business on October 25, 2024.
Buy Or Sell Opportunity • Oct 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$70.61. The fair value is estimated to be US$58.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Seeking Alpha • Oct 06Fastenal: Resilience Is Overshadowed By Steep ValuationSummary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to US$71.38. The fair value is estimated to be US$58.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
Recent Insider Transactions Derivative • Sep 15CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$69.68, it would amount to US$3.5m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.18k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Sep 12Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High ValuationSummary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking Alpha
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Irene Quarshie was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Aug 23CEO & Director notifies of intention to sell stockDaniel Florness intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$68.14, it would amount to US$3.1m. For the year to December 2017, Daniel's total compensation was 23% salary and 77% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Daniel's direct individual holding has increased from 306.86k shares to 307.04k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
