FAST
FASTENAL CO
$46.57
+0.39%
$53.5B
No data for this timeframe.
Vol
Market Cap$53.5B
Cap SizeLarge Cap
Analyst ConsensusSell (22%)
Inst. Holders50 funds
Inst. Value$28.0B
Inst. Activity26 buys / 24 sells
Insider Activity2B / 0S
Insider Net $$3.1K
Reddit Sentiment59° Warm
SEC Reports2
Exchange Nasdaq·Sector Retail-Building Materials, Hardware, Garden Supply·Inc. MN·CIK 0000815556·Prev Close $46.39
Recent Activity
Jun 12, 2026
short_volume
Short Volume: FAST — 61.5% short (0.8M / 1.3M)
Short: 794,046 | Exempt: 204 | TRF Vol: 1,291,474 | Short Ratio: 61.5% | Off-exchange volume (dark p
Apr 24, 2026
Insider
Ancius Michael J acquired via exercise 1,000 shares
Director @ $44.90 ($44.9K)
Apr 13, 2026
SEC
Fastenal reported Q1 2026 revenue of $2.20B (12.4% YoY growth) and EPS of $0.30, missing consensus EPS of $0.32 by 7.4%.
8-K — Impact 6/10
Mar 5, 2026
Insider
Wisecup Reyne K acquired via exercise 36,920 shares
Director @ $13.00 ($480.0K)
Feb 28, 2026
SEC
Three major institutions — including sovereign wealth fund Norges Bank and quant giants RenTech and Two Sigma — initiate
INST-CLUSTER — Impact 7/10
Apr 14, 2025
Insider
Miller Charles S. bought 20 shares
Senior EVP-Sales @ $81.45 ($1.6K)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
16,592,062 shares ($769.9M)
Inst.
FMR LLC — ADD
7,709,435 shares ($357.7M)
Price Targets
$46.72
+0.3% upside
Hold
Current $46.57
Low $39.90
Median $46.00
High $55.00
11 analysts
$39.90
$55.00
Analyst Ratings
5Strong Buy
0Buy
10Hold
4Sell
4Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 17, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 14, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 6, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.32 | $0.32 — $0.34 | 12% YoY | 10 |
| Next Q | $0.33 ▲ +0.8% | $0.31 — $0.34 | 13% YoY | 10 |
| Current FY | $1.24 | $1.21 — $1.27 | 14% YoY | 13 |
| Next FY | $1.37 | $1.31 — $1.42 | 11% YoY | 13 |
Latest Reports
MIXED
8-K
6/10
Fastenal reported Q1 2026 revenue of $2.20B (12.4% YoY growth) and EPS of $0.30, missing consensus EPS of $0.32 by 7.4%.
Apr 13, 2026
BULLISH
INST-CLUSTER
7/10
Three major institutions — including sovereign wealth fund Norges Bank and quant giants RenTech and Two Sigma — initiate
Feb 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $4.9B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.5B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | — |
| STATE STREET CORP | $2.6B | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $1.8B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 24, 2026 | Ancius Michael | M | $44.9K |
| Mar 5, 2026 | Wisecup Reyne | M | $480.0K |
| Apr 14, 2025 | Miller Charles | BUY | $1.6K |
| Apr 7, 2025 | Miller Charles | BUY | $1.5K |
Reddit Sentiment
59°▲
Warm
Bearish
Neutral
Bullish
50 institutional holders with $28.0B total value (604,065,241 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 104,753,834 | $4.9B | 17.3% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 74,558,083 | $3.5B | 12.3% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 64,448,831 | $3.0B | 10.7% | — |
| 4 | STATE STREET CORP | 55,569,175 | $2.6B | 9.2% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 39,387,932 | $1.8B | 6.5% | — |
| 6 | MORGAN STANLEY | 25,737,011 | $1.2B | 4.3% | — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 16,592,062 | $769.9M | 2.7% | ADD +37.2% |
| 8 | BANK OF AMERICA CORP /DE/ | 16,292,425 | $756.0M | 2.7% | — |
| 9 | Baird Financial Group, Inc. | 15,377,769 | $713.5M | 2.5% | — |
| 10 | Invesco Ltd. | 14,125,617 | $655.4M | 2.3% | — |
| 11 | GOLDMAN SACHS GROUP INC | 13,197,127 | $612.3M | 2.2% | — |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 10,297,008 | $477.8M | 1.7% | — |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,098,139 | $422.1M | 1.5% | — |
| 14 | Legal & General Group Plc | 8,736,914 | $405.4M | 1.4% | — |
| 15 | ROYAL BANK OF CANADA | 7,847,992 | $364.1M | 1.3% | — |
| 16 | FMR LLC | 7,709,435 | $357.7M | 1.3% | ADD +27.0% |
| 17 | BLAIR WILLIAM & CO/IL | 7,373,707 | $342.1M | 1.2% | — |
| 18 | DIMENSIONAL FUND ADVISORS LP | 6,872,867 | $318.9M | 1.1% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 6,595,862 | $306.0M | 1.1% | — |
| 20 | FRANKLIN RESOURCES INC | 6,199,635 | $287.7M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 12,095,194 | 16,592,062 | +37.2% | $769.9M | 2026-Q1 |
| FMR LLC | ADD | 6,070,961 | 7,709,435 | +27.0% | $357.7M | 2026-Q1 |
| Mariner, LLC | DOUBLED | 1,606,077 | 4,204,660 | +161.8% | $195.1M | 2026-Q1 |
| Amundi | TRIM | 6,380,362 | 4,084,902 | -36.0% | $189.5M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 2,624,456 | — | $121.8M | 2026-Q1 |
| Clearbridge Investments, LLC | DOUBLED | 18,634 | 1,731,353 | +9191.4% | $80.3M | 2026-Q1 |
| Capital Wealth Planning, LLC | TRIM | 2,355,800 | 1,709,717 | -27.4% | $79.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 17,181 | 1,339,778 | +7698.0% | $62.2M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 1,018,432 | 1,300,948 | +27.7% | $60.4M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 907,439 | 1,167,617 | +28.7% | $54.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 646,609 | 1,154,661 | +78.6% | $53.6M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 1,474,717 | 866,487 | -41.2% | $38.9M | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 541,026 | 820,767 | +51.7% | $38.1M | 2026-Q1 |
| DnB Asset Management AS | ADD | 636,802 | 804,807 | +26.4% | $37.3M | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG | DOUBLED | 112,105 | 740,973 | +561.0% | $34.4M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 1,384,309 | 675,815 | -51.2% | $31.4M | 2026-Q1 |
| Korea Investment CORP | TRIM | 901,052 | 635,354 | -29.5% | $29.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 272,132 | 609,843 | +124.1% | $28.3M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 923,815 | 575,423 | -37.7% | $26.7M | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 400,925 | 563,331 | +40.5% | $26.1M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 290,035 | 475,385 | +63.9% | $22.1M | 2026-Q1 |
| Tredje AP-fonden | DOUBLED | 98,710 | 428,433 | +334.0% | $19.9M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 93,314 | 401,650 | +330.4% | $18.6M | 2026-Q1 |
| TORONTO DOMINION BANK | TRIM | 576,856 | 347,743 | -39.7% | $16.1M | 2026-Q1 |
| CREDIT AGRICOLE S A | TRIM | 440,171 | 325,469 | -26.1% | $15.1M | 2026-Q1 |
3 unique insiders with 4 transactions. Net insider value: $3.1K ($3.1K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 24, 2026 | Ancius Michael J | Director | EXERCISE | 1,000 | $44.90 | $44.9K |
| Mar 5, 2026 | Wisecup Reyne K | Director | EXERCISE | 36,920 | $13.00 | $480.0K |
| Apr 14, 2025 | Miller Charles S. | Senior EVP-Sales | BUY | 20 | $81.45 | $1.6K |
| Apr 7, 2025 | Miller Charles S. | Senior EVP-Sales | BUY | 20 | $73.61 | $1.5K |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (22% buy). Based on 23 analysts: 5 strong buy, 0 buy, 10 hold, 4 sell, 4 strong sell.
Analyst Price Targets
$46.72 mean target
+0.3% upside
Hold (2.81)
$39.90 Low
$55.00 High
| Metric | Value |
|---|---|
| Current Price | $46.57 |
| Target Low | $39.90 |
| Target Mean | $46.72 |
| Target Median | $46.00 |
| Target High | $55.00 |
| # Analysts | 11 |
| Recommendation | Hold (2.81) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.32 | $0.32 | $0.34 | 11.9% | +0.2% | 4↑ 3↓ | $2.3B | 12.1% | 10 |
| Next Q 2026-09-30 |
$0.33 | $0.31 | $0.34 | 13.4% | +0.8% | 2↑ 0↓ | $2.4B | 10.9% | 10 |
| Current FY 2026-12-31 |
$1.24 | $1.21 | $1.27 | 13.7% | +0.4% | 3↑ 0↓ | $9.1B | 11.2% | 13 |
| Next FY 2027-12-31 |
$1.37 | $1.31 | $1.42 | 10.6% | +0.4% | 3↑ 0↓ | $9.9B | 8.8% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.325 | |
| 7d ago | $0.324 | +0.001 |
| 30d ago | $0.324 | +0.001 |
| 60d ago | $0.324 | +0.000 |
| 90d ago | $0.324 | +0.001 |
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 17, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 14, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 6, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Jan 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 15, 2025 | Jefferies | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% | |
| May 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% | |
| Apr 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% | |
| Mar 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% | |
| Feb 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% | |
| Jan 1, 2026 | 5 | 0 | 10 | 4 | 4 | 22% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
59°
Warm
Bearish
Neutral
Bullish
23 mentions
9 bullish
4 bearish
22 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 8, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 27, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Mar 27, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 25, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Jun 12, 2026
short_volume
Short Volume: FAST — 61.5% short (0.8M / 1.3M)
Short: 794,046 | Exempt: 204 | TRF Vol: 1,291,474 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: FAST — 66.0% short (0.9M / 1.4M)
Short: 905,925 | Exempt: 3,453 | TRF Vol: 1,372,485 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: FAST — 66.0% short (1.3M / 1.9M)
Short: 1,261,332 | Exempt: 288 | TRF Vol: 1,909,676 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: FAST — 77.7% short (1.6M / 2.1M)
Short: 1,598,424 | Exempt: 11,772 | TRF Vol: 2,056,956 | Short Ratio: 77.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: FAST — 68.5% short (1.3M / 1.9M)
Short: 1,295,272 | Exempt: 20,496 | TRF Vol: 1,891,761 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: FAST — 76.2% short (1.7M / 2.2M)
Short: 1,658,096 | Exempt: 2,245 | TRF Vol: 2,175,340 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: FAST — 58.2% short (1.1M / 1.9M)
Short: 1,116,707 | Exempt: 4,674 | TRF Vol: 1,918,052 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: FAST — 63.1% short (1.0M / 1.7M)
Short: 1,042,315 | Exempt: 2,035 | TRF Vol: 1,652,233 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: FAST — 5.9M shares, 103,484 trades
Week starting 2026-05-18. Total ATS volume: 5,866,793 shares across 103,484 trades.
May 13, 2026
short_volume
Short Volume: FAST — 56.3% short (1.2M / 2.1M)
Short: 1,186,021 | Exempt: 1,154 | TRF Vol: 2,105,357 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: FAST — 5.2M shares, 101,571 trades
Week starting 2026-05-11. Total ATS volume: 5,172,783 shares across 101,571 trades.
May 7, 2026
short_volume
Short Volume: FAST — 64.5% short (1.1M / 1.7M)
Short: 1,086,835 | Exempt: 329 | TRF Vol: 1,684,811 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: FAST — 7.0M shares, 113,544 trades
Week starting 2026-05-04. Total ATS volume: 7,032,371 shares across 113,544 trades.
May 4, 2026
short_volume
Short Volume: FAST — 59.2% short (1.3M / 2.2M)
Short: 1,301,877 | Exempt: 2,763 | TRF Vol: 2,198,235 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: FAST — 55.4% short (1.2M / 2.1M)
Short: 1,156,738 | Exempt: 5,829 | TRF Vol: 2,089,673 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)