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Form 10-Q FASTENAL CO For: Sep 30

Mon, 19 Oct 2026 10:40:00 -0400

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DA Davidson Reiterates Neutral Rating on Fastenal (FAST), Says 'Incrementally More Positive' on Stock

Mon, 19 Oct 2026 09:17:59 -0400

DA Davidson analyst Chris Dankert reiterated a Neutral rating and $51.00 price target on Fastenal (NASDAQ: FAST).

The analyst commented, "We walked away incrementally more constructive on FAST, building on the strength in our September checks. We continue to see Fastenal poised to deliver doubledigit sales growth in 2027 assuming +MSD market growth; and now have increased confidence in the company delivering accelerated SG&A leverage and stronger earnings growth vs. our prior outlook. We are reiterating our NEUTRAL rating and $51 price target (~36x our CY27 EPS forecast) but see structurally improved SG&A leverage as providing a positive shift in the

DA Davidson Reiterates Neutral Rating on Fastenal (FAST)

Thu, 15 Oct 2026 09:49:43 -0400

DA Davidson analyst Chris Dankert reiterated a Neutral rating and $51.00 price target on Fastenal (NASDAQ: FAST).

The analyst commented, "September ADS growth of +14.4% y/y trailed our +17.3% forecast and investor expectations for monthly sales growth in the +17-18% range. GM exceeded consensus expectations (44.8% vs. 44.6% Street); however, this was led by roughly +20bp of favorable timing resulting in otherwise in-line GM performance. These are key factors driving a soft initial stock reaction. However, it is worth nothing the strong SG&A control resulted in a material EBIT margin beat, even accounting for favorable GM timing, and September sales continued

Fastenal (FAST) PT Raised to $47 at Bernstein SocGen Group

Thu, 15 Oct 2026 08:24:24 -0400

Bernstein SocGen Group analyst Connor Cerniglia raised the price target on Fastenal (NASDAQ: FAST) to $47.00 (from $42.00) while maintaining a Underperform rating.

The analyst commented: "Fastenal’s stock ended the day +1% despite a pre-market sell-off of as much as -7%. Sales were better than expected, but the exit rate of 14.4% for September was worse than investors expected with only a modest improvement in price-cost spread. Gross margins beat, but most of it was related to one-time timing and tariff benefits. Regardless, end market growth is very healthy. Large customers ($50k+ monthly) make up 60% of sales and grew 28%

Fastenal (FAST) PT Raised to $47 at Bernstein SocGen Group

Thu, 15 Oct 2026 08:24:24 -0400

Bernstein SocGen Group analyst Connor Cerniglia raised the price target on Fastenal (NASDAQ: FAST) to $47.00 (from $42.00) while maintaining a Underperform rating.

Fastenal (FAST) PT Raised to $60 at Baird

Thu, 15 Oct 2026 07:22:55 -0400

Baird analyst David Manthey raised the price target on Fastenal (NASDAQ: FAST) to $60.00 (from $59.00) while maintaining a Outperform rating.

Form 8-K FASTENAL CO For: Oct 14

Wed, 14 Oct 2026 07:56:00 -0400

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Fastenal dips on heavier spending expectations, in-line Q3 results

Wed, 14 Oct 2026 07:17:38 -0400

Investing.com -- Fastenal shares slipped about 3% in premarket trading Wednesday after the industrial distributor reported in-line third-quarter results and outlined elevated spending plans for the year.

The company expects 2026 spending on property and equipment, net of proceeds from sales, of $310 million to $330 million, up from $230.6 million in 2025. It cited three factors driving the increase: spending to replace its Atlanta hub and improve picking capacity and efficiency across its hub network, elevated IT spending as delayed projects from 2025 continue through 2026, and higher trucking costs.

Earnings per share for the quarter were $0.35, a penny above the

Fastenal dips on heavier spending expectations, in-line Q3 results

Wed, 14 Oct 2026 07:17:38 -0400

Earnings per share for the quarter were $0.35, a penny above the

Fastenal (FAST) Tops Q3 EPS by 1c

Wed, 14 Oct 2026 06:50:49 -0400

Fastenal (NASDAQ: FAST) reported Q3 EPS of $0.35, $0.01 better than the analyst estimate of $0.34. Revenue for the quarter came in at $2.46 billion versus the consensus estimate of $2.44 billion.

For earnings history and earnings-related data on Fastenal (FAST) click here.

Fastenal Company Reports 2026 Third Quarter Earnings

Wed, 14 Oct 2026 06:50:00 -0400

Daily sales increased 15.5% year-over-year, primarily driven by share gains with larger customers, pricing actions, and broad-based demand across core end markets.
Operating margin was 21.5%, a 90 basis point improvement year-over-year, as selling, general, and administrative expense leverage more than offset customer mix-related gross margin pressure.
Operating cash flow was $422 million, representing 105% of net income, reflecting the timing of working capital changes associated with strong sales growth.
Returned $328 million to shareholders through dividends and share repurchases, representing 82% of net income.
Continued progress on strategic initiatives, including increased sales effectiveness through key account wins, expansion of digital technologies, and

Fastenal Company Reports 2026 Third Quarter Earnings

Wed, 14 Oct 2026 06:50:00 -0400

Daily sales increased 15.5% year-over-year, primarily driven by share gains with larger customers, pricing actions, and broad-based demand across core end markets.
Operating margin was 21.5%, a 90 basis point improvement year-over-year, as selling, general, and administrative expense leverage more than offset customer mix-related gross margin pressure.
Operating cash flow was $422 million, representing 105% of net income, reflecting the timing of working capital changes associated with strong sales growth.
Returned $328 million to shareholders through dividends and share repurchases, representing 82% of net income.
Continued progress on strategic initiatives, including increased sales effectiveness through key account wins, expansion of digital technologies, and

Fastenal declares $0.26 quarterly dividend, repurchases shares

Tue, 13 Oct 2026 16:05:21 -0400

Fastenal Company (NASDAQ: FAST) declared a quarterly cash dividend of $0.26 per share, payable November 25, 2026, to shareholders of record as of October 28, 2026, according to a press release from the Winona, Minnesota-based company.

The declared dividend brings the total dividends per share for 2026 to $1.00, up from $0.875 in 2025 and $0.780 in 2024. Total dividends paid in 2026 are estimated at $1.147 billion, based on approximately 1.147 billion shares outstanding as of September 30, 2026.

In the third quarter of 2026, Fastenal repurchased 650,000 shares of common stock at an average price of $46.49 per share. Year-to-date

Fastenal Company Announces Cash Dividend and Share Repurchase Activity

Tue, 13 Oct 2026 16:05:00 -0400

WINONA, Minn.--(BUSINESS WIRE)-- Fastenal Company (Nasdaq:FAST) ('Fastenal,' 'we,' 'our,' or 'us') reported its board of directors declared a dividend of $0.26 per share to be paid in cash on November 25, 2026 to shareholders of record at the close of business on October 28, 2026. Except for share and per share information, dollar amounts are stated in millions.

We began paying annual dividends in 1991, semi-annual dividends in 2003, and then expanded to quarterly dividends in 2011. In addition to these regular dividend payments, we have previously paid special one-time dividends in December 2008, December 2012, December 2020,

Fastenal Company Announces Cash Dividend and Share Repurchase Activity

Tue, 13 Oct 2026 16:05:00 -0400

Fastenal (FAST) call put ratio 1.2 calls to 1 put into quarter results

Tue, 13 Oct 2026 11:11:35 -0400

Fastenal (NASDAQ: FAST) October call option implied volatility is at 80, November is at 29; compared to its 52-week range of 19 to 37. Call put ratio 1.2 calls to 1 put into the expected release of quarter results before the bell on October 14.

Fastenal (FAST) call put ratio 1.2 calls to 1 put into quarter results

Tue, 13 Oct 2026 11:11:35 -0400

Fastenal (FAST) PT Raised to $51 at DA Davidson

Tue, 13 Oct 2026 09:54:09 -0400

(Updated - October 13, 2026 9:54 AM EDT)

DA Davidson analyst Chris Dankert raised the price target on Fastenal (NASDAQ: FAST) to $51.00 (from $46.00) while maintaining a Neutral rating.

The analyst commented, "Our checks indicate ongoing demand strength through September and support at least seasonal sequential sales. Aided by mid-teens sales growth and solid SG&A leverage, we anticipate that a 22% incremental margin will deliver CY3Q EBIT margin of 20.9%, an increase of +20bp y/y despite ongoing mix and price/cost headwinds. With sell-side estimates expected to tick higher, reflecting CY3Q results, we anticipate a neutral to modestly positive set-up for FAST

Fastenal (FAST) PT Raised to $51 at DA Davidson

Tue, 13 Oct 2026 09:54:09 -0400

(Updated - October 13, 2026 9:54 AM EDT)

DA Davidson analyst Chris Dankert raised the price target on Fastenal (NASDAQ: FAST) to $51.00 (from $46.00) while maintaining a Neutral rating.

Fastenal Company Announces Conference Call to Review 2026 Third Quarter Earnings

Mon, 28 Sep 2026 16:05:00 -0400

WINONA, Minn.--(BUSINESS WIRE)-- Fastenal Company (Nasdaq:FAST) ('Fastenal,' 'we,' 'our,' or 'us') announced the date and time for its conference call to review 2026 third quarter results, as well as current operations. The conference call will be broadcast live over the Internet on Wednesday, October 14, 2026, at 9:00 a.m. central time.

To access the call, please visit the following Web address:

https://investor.fastenal.com/events.cfm

Our conference call presentation (which includes information, supplemental to that contained in our earnings announcement, regarding results for the quarter) will be available at 6:00 a.m., central time, on the day

Fastenal Company Announces Conference Call to Review 2026 Third Quarter Earnings

Mon, 28 Sep 2026 16:05:00 -0400

To access the call, please visit the following Web address:

https://investor.fastenal.com/events.cfm

Wolfe Research Assumes Fastenal (FAST) at Underperform

Tue, 15 Sep 2026 05:24:52 -0400

Wolfe Research analyst Nigel Coe assumes coverage on Fastenal (NASDAQ: FAST) with a Underperform rating and a price target of $51.00.

For an analyst ratings summary and ratings history on Fastenal click here. For more ratings news on Fastenal click here.

Shares of Fastenal closed at $49.44 yesterday.