Fastenal Company (FAST)

Over the past six months, Fastenal Co.'s stock has seen a 6.18% increase. In Q3 2025, Fastenal reported an EPS of $0.29, slightly missing estimates, but revenue aligned with expectations, showing year-over-year growth. In May 2025, Fastenal executed a two-for-one stock split. The company announced a quarterly dividend of $0.22 per share. Corporate insiders have sold a combined 90,178 shares of Fastenal stock, valued at over $4.3 million, in the last three months.

Fastenal's demand can exhibit some seasonal patterns, influenced by factors like holidays and general industrial activity. In Q3 2025, the company met or exceeded its typical seasonal patterns each month. The timing of holidays can impact daily sales growth. The company's business model aims to streamline supply chains and provide consistent access to essential materials, potentially mitigating some seasonal fluctuations.

Fastenal Co. is an American company specializing in the wholesale distribution of industrial and construction supplies, founded in 1967 and headquartered in Winona, Minnesota. It operates within the Distribution Services sector and the Wholesale Distributors industry, providing products essential for manufacturing, construction, and maintenance operations. Fastenal offers custom manufacturing services for specialized fasteners and machined parts, as well as value-added services like inventory management, vending solutions, and on-site support.

Fastenal has a significant global presence, operating thousands of locations across North America, Asia, Europe, and South America. The company maintains a strong network of approximately 3,400 stores, primarily concentrated in North America, ensuring products are readily available to customers.

Fastenal has maintained a positive brand reputation over the past year. The company published its 2025 ESG Report, highlighting efforts in sustainability, safety, cybersecurity, and supply chain management, and received a second consecutive silver medal from EcoVadis. Fastenal is a presenting sponsor for the NHL/NHLPA's 2025 NHL Global Series Sweden and provided a grant to Johnson College to support its "Girls on Fire Events."

Institutional investors and hedge funds collectively own 81.38% of Fastenal Co.'s stock, while corporate insiders own 0.37%. Several institutional investors have recently increased their stakes in the company. Mcdonald Capital Investors Inc. CA boosted its stake by 27.0%, Logan Capital Management Inc. increased its position by 91.1%, Securian Asset Management Inc. raised its holdings by 97.2%, and Asset Management One Co. Ltd. increased its holdings by 99.2%. Other firms also significantly increased their holdings in Fastenal during the second quarter of 2025.