Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in Fastenal Company (NASDAQ:FAST – Free Report) by 5.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 972,065 shares of the company’s stock after acquiring an additional 51,693 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Fastenal were worth $47,670,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC bought a new position in shares of Fastenal during the 4th quarter worth approximately $496,000. Integrated Wealth Concepts LLC increased its stake in shares of Fastenal by 2.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 6,276 shares of the company’s stock valued at $487,000 after acquiring an additional 147 shares in the last quarter. Exchange Traded Concepts LLC lifted its position in shares of Fastenal by 130.8% during the 2nd quarter. Exchange Traded Concepts LLC now owns 22,257 shares of the company’s stock valued at $935,000 after acquiring an additional 12,615 shares during the period. Farther Finance Advisors LLC lifted its position in shares of Fastenal by 156.5% during the 2nd quarter. Farther Finance Advisors LLC now owns 37,356 shares of the company’s stock valued at $1,569,000 after acquiring an additional 22,792 shares during the period. Finally, Sowell Financial Services LLC bought a new position in Fastenal during the second quarter worth $213,000. 81.38% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several equities research analysts have weighed in on FAST shares. Barclays set a $43.00 price target on shares of Fastenal and gave the company an “equal weight” rating in a research note on Wednesday. Wolfe Research decreased their target price on Fastenal from $43.00 to $42.00 and set an “underperform” rating for the company in a research report on Wednesday. Sanford C. Bernstein reaffirmed an “underperform” rating on shares of Fastenal in a research note on Wednesday. UBS Group reissued a “neutral” rating and issued a $46.00 price objective on shares of Fastenal in a research note on Wednesday. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Fastenal in a report on Monday, December 29th. Four analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Fastenal presently has a consensus rating of “Hold” and an average target price of $48.00.
Insider Activity
In other Fastenal news, Director Sarah N. Nielsen purchased 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was bought at an average cost of $39.60 per share, with a total value of $39,600.00. Following the completion of the transaction, the director owned 5,000 shares of the company’s stock, valued at $198,000. The trade was a 25.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Hsenghung Sam Hsu purchased 1,000 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The shares were acquired at an average price of $49.58 per share, for a total transaction of $49,580.00. Following the completion of the acquisition, the director directly owned 10,000 shares of the company’s stock, valued at $495,800. This trade represents a 11.11% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.37% of the company’s stock.
Fastenal Trading Up 4.7%
Shares of Fastenal stock opened at $44.61 on Thursday. The company has a market capitalization of $51.21 billion, a P/E ratio of 40.55, a price-to-earnings-growth ratio of 2.75 and a beta of 0.90. The stock has a fifty day simple moving average of $41.32 and a 200 day simple moving average of $44.43. Fastenal Company has a 12-month low of $35.31 and a 12-month high of $50.63. The company has a current ratio of 4.26, a quick ratio of 2.19 and a debt-to-equity ratio of 0.03.
Fastenal (NASDAQ:FAST – Get Free Report) last posted its quarterly earnings data on Tuesday, January 20th. The company reported $0.26 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.26. Fastenal had a net margin of 15.35% and a return on equity of 33.14%. The firm had revenue of $2.03 billion for the quarter, compared to the consensus estimate of $2.04 billion. During the same period in the previous year, the firm earned $0.46 EPS. The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Fastenal Company will post 2.15 earnings per share for the current fiscal year.
Fastenal Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 26th. Shareholders of record on Thursday, January 29th will be given a $0.24 dividend. This represents a $0.96 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, January 29th. This is a positive change from Fastenal’s previous quarterly dividend of $0.22. Fastenal’s payout ratio is currently 82.24%.
Key Headlines Impacting Fastenal
Here are the key news stories impacting Fastenal this week:
- Positive Sentiment: MarketBeat argues Fastenal is in a “buy zone” after a late-2025 pullback, highlighting institutional accumulation, a healthy balance sheet and catalysts in construction/manufacturing that could drive a rebound. The Nuts and Bolts of Fastenal Earnings—And What Comes Next
- Positive Sentiment: Seeking Alpha profiles Fastenal as a “dividend aristocrat” with a moat-worthy business — steady cash flow, 28 years of dividend increases and a capital-return focus that supports long-term investor demand. Fastenal: Dividend Aristocrat With A Moat-Worthy Business
- Positive Sentiment: Management and coverage note digital-led growth and rising operating cash (cited 30% jump in cash from operations), which supports ongoing dividend increases and reinvestment — a constructive signal for income and quality investors. Fastenal Earnings Call Highlights Digital-Led Growth Momentum
- Neutral Sentiment: Q4 results: GAAP EPS essentially in line (~$0.26) while revenue came in about $10M shy of consensus; year-over-year sales grew double digits but the print was mixed enough to temper immediate upside. Fastenal Company Reports 2025 Annual and Fourth Quarter Earnings
- Neutral Sentiment: Transcripts/analyst notes emphasize growth across product lines and improved operational quality, but the company gave no specific 2026 guidance — leaving near-term direction dependent on macro and execution. Fastenal Q4 2025 Earnings Call Transcript
- Negative Sentiment: Several outlets flagged margin pressure — rising inventory costs and tariff impacts — that dented gross margins and helped trigger a post-earnings pullback. Fastenal shares slide after Q4 results show margin pressure
- Negative Sentiment: Wolfe Research cut its price target to $42 and kept an “underperform” rating, and other shops maintained Hold ratings — signaling limited upside from current valuation amid slowing fundamentals. Wolfe Research Adjusts PT on Fastenal Company to $42
- Negative Sentiment: Market reaction: shares dipped after the mixed print and commentary about pricing power erosion — the sell-side caution explains downward pressure despite solid cash flow metrics. Fastenal shares fall 4% as Q4 revenue misses expectations
Fastenal Profile
Fastenal (NASDAQ: FAST) is a wholesale distributor of industrial and construction supplies, best known for its broad assortment of fasteners such as bolts, nuts, screws and anchors. Founded in Winona, Minnesota, Fastenal has grown from a regional supplier into a national and international distributor serving a wide range of end markets, including manufacturing, construction, maintenance, repair and operations (MRO), and government customers. The company is publicly traded and operates through a network of locally staffed branches combined with national distribution capabilities.
Product offerings extend beyond fasteners to include tools, safety and personal protective equipment, power transmission components, cutting and welding supplies, janitorial and material handling items, and other industrial consumables.
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