Equities Analysts Offer Predictions for Fastenal Q3 Earnings

Key Points

• William Blair cut Fastenal's Q3 2025 earnings per share estimate to $0.29, down from $0.30, while current full-year earnings estimates remain at $2.15 per share.
• Fastenal reported Q3 earnings of $0.29 per share, missing analyst estimates by $0.01, despite a revenue of $2.13 billion that met expectations.
• The company declared a quarterly dividend of $0.22 per share, reflecting a 2.1% yield, with the ex-dividend date set for October 28th.

Fastenal Company (NASDAQ:FAST - Free Report) - William Blair decreased their Q3 2025 earnings per share (EPS) estimates for Fastenal in a research note issued to investors on Monday, October 13th. William Blair analyst R. Merkel now anticipates that the company will post earnings per share of $0.29 for the quarter, down from their prior forecast of $0.30. The consensus estimate for Fastenal's current full-year earnings is $2.15 per share. William Blair also issued estimates for Fastenal's Q4 2025 earnings at $0.27 EPS, FY2025 earnings at $1.11 EPS, Q1 2026 earnings at $0.30 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.29 EPS and FY2026 earnings at $1.24 EPS.

FAST has been the subject of several other research reports. Wolfe Research reiterated a "positive" rating on shares of Fastenal in a research report on Monday, July 14th. Baird R W raised shares of Fastenal from a "hold" rating to a "strong-buy" rating in a report on Thursday, August 7th. Barclays set a $45.00 price objective on shares of Fastenal in a report on Tuesday. JPMorgan Chase & Co. boosted their price objective on shares of Fastenal from $41.00 to $46.00 and gave the company a "neutral" rating in a report on Thursday, September 4th. Finally, Stephens upped their price target on shares of Fastenal from $40.00 to $45.00 and gave the company an "equal weight" rating in a report on Tuesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $47.05.

Fastenal Price Performance

NASDAQ FAST opened at $42.33 on Tuesday. The business's fifty day moving average price is $48.20 and its 200-day moving average price is $43.97. The stock has a market capitalization of $48.58 billion, a price-to-earnings ratio of 40.70, a PEG ratio of 4.15 and a beta of 0.94. The company has a debt-to-equity ratio of 0.03, a current ratio of 4.22 and a quick ratio of 2.12. Fastenal has a 1-year low of $35.31 and a 1-year high of $50.63.

Fastenal (NASDAQ:FAST - Get Free Report) last released its earnings results on Monday, October 13th. The company reported $0.29 earnings per share for the quarter, missing analysts' consensus estimates of $0.30 by ($0.01). Fastenal had a net margin of 15.30% and a return on equity of 32.33%. The company had revenue of $2.13 billion during the quarter, compared to the consensus estimate of $2.13 billion. During the same period last year, the firm posted $0.26 EPS. The company's revenue was up 11.7% on a year-over-year basis.

Institutional Investors Weigh In On Fastenal

A number of large investors have recently added to or reduced their stakes in FAST. Riverview Trust Co lifted its position in shares of Fastenal by 100.0% in the 2nd quarter. Riverview Trust Co now owns 584 shares of the company's stock worth $25,000 after buying an additional 292 shares during the last quarter. Hilltop National Bank bought a new stake in shares of Fastenal in the 2nd quarter worth approximately $27,000. Private Wealth Management Group LLC raised its holdings in shares of Fastenal by 111.9% in the 2nd quarter. Private Wealth Management Group LLC now owns 642 shares of the company's stock worth $27,000 after purchasing an additional 339 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Fastenal in the second quarter worth approximately $27,000. Finally, Armstrong Advisory Group Inc. increased its position in shares of Fastenal by 100.0% in the second quarter. Armstrong Advisory Group Inc. now owns 696 shares of the company's stock worth $29,000 after acquiring an additional 348 shares in the last quarter. 81.38% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Fastenal

In other news, EVP John Lewis Soderberg sold 34,612 shares of Fastenal stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $48.03, for a total value of $1,662,414.36. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Jeffery Michael Watts sold 48,724 shares of Fastenal stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $48.05, for a total transaction of $2,341,188.20. Following the completion of the sale, the insider directly owned 11,880 shares in the company, valued at approximately $570,834. The trade was a 80.40% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 111,230 shares of company stock valued at $5,288,364. Company insiders own 0.37% of the company's stock.

Fastenal Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 25th. Investors of record on Tuesday, October 28th will be paid a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, October 28th. Fastenal's dividend payout ratio (DPR) is currently 84.62%.

About Fastenal

Fastenal Company, together with its subsidiaries, engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, North America, and internationally. It offers fasteners, and related industrial and construction supplies under the Fastenal name. The company's fastener products include threaded fasteners, bolts, nuts, screws, studs, and related washers that are used in manufactured products and construction projects, as well as in the maintenance and repair of machines.

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