Market Cap
$56.8B
FAST
FASTENAL CO
$50.75 ▲ +1.04%
Prev close $50.23Market cap$56.8B
ConsensusHold
12-mo target$48.84 (-3.8%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on FAST right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (42%)
Inst. Holders
50 funds
Inst. Value
$35.7B
Inst. Activity
35 buys / 15 sells
Insider Activity
$3.1K buy / $4.3M sell
Insider Net $
-$4.3M
Social Sentiment
59° Warm
SEC Reports
7
Price chart 30d +3.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 18, 2026 SEC Short Volume: FAST — 73.6% short (1.6M / 2.2M)
Short: 1,594,783 | Exempt: 4,000 | TRF Vol: 2,168,175 | Short Ratio: 73.6% | Off-exchange volume (da
Two insiders at Fastenal sold shares in the last week, with the EVP-Strategy and Communication selling a combined $476K
CLUSTER — Impact 2/10
Two Fastenal insiders sold a total of ~$632K in open-market transactions over a 7-day window, representing 0.001% of the
CLUSTER — Impact 2/10
Aug 13, 2026 Insider
Papenfuss Donnalee Kathleen acquired via exercise 1,364 shares
EVP-Strategy and Communication @ $13.75 ($18.8K)
Aug 13, 2026 Insider
Papenfuss Donnalee Kathleen sold 1,364 shares
EVP-Strategy and Communication @ $51.42 ($70.1K)
Aug 13, 2026 Insider
Aug 12, 2026 SEC Papenfuss Donnalee Kathleen acquired via exercise 7,894 shares
EVP-Strategy and Communication @ $19.00 ($150.0K)
Two Fastenal directors sold a combined $1.41M in open-market shares over a 7-day window. Director Ancius exercised and i
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
Bank of New York — TRIM
17,891,109 shares ($859.3M)
Analyst ratings buy % +90.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
42% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 16, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 16, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 15, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jul 13, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Jul 8, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 16, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Jun 3, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 14, 2026 | Baird | MAINTAIN | Outperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 4 | 10 | 3 | 2 | 42% | |
| Aug 1, 2026 | 7 | 4 | 10 | 3 | 2 | 42% | |
| Jul 1, 2026 | 5 | 0 | 11 | 4 | 4 | 21% | |
| 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% |
Price targets
Where 13 covering analysts think FAST trades over the next 12 months.
$48.84 -3.8% upside Hold
Current$50.75 Low$39.90 Median$49.00 High$59.00 13 analysts
$39.90$59.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 5 neutral · avg impact 4.0/10.
NEUTRALCLUSTER2/10
Two insiders at Fastenal sold shares in the last week, with the EVP-Strategy and Communication selli
Aug 18, 2026
NEUTRALCLUSTER2/10
Two Fastenal insiders sold a total of ~$632K in open-market transactions over a 7-day window, repres
Aug 17, 2026
NEUTRALCLUSTER2/10
Two Fastenal directors sold a combined $1.41M in open-market shares over a 7-day window. Director An
Aug 12, 2026
NEUTRAL8-K5/10
Fastenal reported Q2 2026 earnings with net sales of $2,386.9M (+14.7% YoY) and diluted EPS of $0.33
Jul 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: FAST — 73.6% short (1.6M / 2.2M)
Short: 1,594,783 | Exempt: 4,000 | TRF Vol: 2,168,175 | Short Ratio: 73.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: FAST — 78.7% short (1.7M / 2.1M)
Short: 1,661,054 | Exempt: 2,574 | TRF Vol: 2,109,435 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FAST — 63.2% short (0.9M / 1.4M)
Short: 888,335 | Exempt: 3,630 | TRF Vol: 1,406,432 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: FAST — 71.8% short (1.1M / 1.6M)
Short: 1,130,023 | Exempt: 3,759 | TRF Vol: 1,573,978 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FAST — 79.3% short (1.9M / 2.4M)
Short: 1,883,976 | Exempt: 405 | TRF Vol: 2,375,765 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.32–$0.35 | 15.9% | +1.0% | 4↑ 0↓ | $2.4B | 11 |
| Next Q | $0.30 | $0.29–$0.32 | 16.2% | +0.8% | 2↑ 0↓ | $2.3B | 11 |
| Current FY | $1.26 | $1.21–$1.29 | 15.8% | +0.2% | 5↑ 0↓ | $9.3B | 15 |
| Next FY | $1.40 | $1.35–$1.45 | 10.7% | +0.3% | 5↑ 0↓ | $10.2B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.336 | — |
| 7d ago | $0.335 | +0.001 |
| 30d ago | $0.333 | +0.003 |
| 60d ago | $0.331 | +0.005 |
| 90d ago | $0.327 | +0.009 |
Institutional ownership
Which big funds own FAST (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $35.7B total value (743,803,878 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 106,297,179 | $5.1B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 74,919,565 | $3.6B | 10.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 64,893,489 | $3.1B | 8.7% | — |
| STATE STREET CORP | 56,438,968 | $2.7B | 7.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42,893,434 | $2.1B | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 39,479,611 | $1.9B | 5.3% | — |
| Invesco Ltd. | 39,561,324 | $1.9B | 5.3% | — |
| MORGAN STANLEY | 20,855,726 | $1.0B | 2.8% | — |
| Bank of New York Mellon Corp | 17,891,109 | $859.3M | 2.4% | TRIM -27.4% |
| BANK OF AMERICA CORP /DE/ | 16,121,214 | $774.3M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | TRIM | 24,654,846 | 17,891,109 | -27.4% | $859.3M |
| JPMORGAN CHASE & CO | DOUBLED | 5,987,045 | 15,727,874 | +162.7% | $745.5M |
| NORGES BANK | NEW | — | 15,420,060 | — | $740.6M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 16,592,062 | 10,754,674 | -35.2% | $516.5M |
| Mariner, LLC | ADD | 4,204,660 | 5,897,822 | +40.3% | $283.2M |
| FMR LLC | TRIM | 7,709,435 | 5,184,345 | -32.8% | $249.0M |
| DEUTSCHE BANK AG\ | ADD | 3,892,174 | 4,981,867 | +28.0% | $239.3M |
| HSBC HOLDINGS PLC | ADD | 3,551,740 | 4,795,323 | +35.0% | $230.2M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 2,827,788 | 4,506,900 | +59.4% | $216.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 769,776 | 2,796,417 | +263.3% | $134.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 18 transactions. Net -$4.3M — $3.1K bought, $4.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Papenfuss Donnalee Kathleen | EVP-Strategy and Communication | EXERCISE | 1,364 | $13.75 | $18.8K |
| Aug 13, 2026 | Papenfuss Donnalee Kathleen | EVP-Strategy and Communication | SELL | 1,364 | $51.42 | $70.1K |
| Aug 13, 2026 | Papenfuss Donnalee Kathleen | EVP-Strategy and Communication | EXERCISE | 7,894 | $19.00 | $150.0K |
| Aug 13, 2026 | Papenfuss Donnalee Kathleen | EVP-Strategy and Communication | SELL | 7,894 | $51.38 | $405.6K |
| Aug 13, 2026 | Ancius Michael J | Director | GIFT | 400 | — | — |
| Aug 10, 2026 | Ancius Michael J | Director | EXERCISE | 3,000 | $13.75 | $41.3K |
| Aug 10, 2026 | Ancius Michael J | Director | SELL | 3,000 | $52.00 | $156.0K |
| Aug 5, 2026 | Heise Rita J. | Director | EXERCISE | 10,000 | $13.00 | $130.0K |
| Aug 5, 2026 | Heise Rita J. | Director | EXERCISE | 24,964 | $19.00 | $474.3K |
| Aug 5, 2026 | Heise Rita J. | Director | SELL | 24,964 | $50.05 | $1.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FAST.
Shares short
35,653,332
Settlement Sep 15, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All FAST filing & press-release reports (7)
- CLUSTER reportAug 18, 2026
- CLUSTER reportAug 17, 2026
- CLUSTER reportAug 12, 2026
- 8-K reportJul 14, 2026
- 8-K reportJun 24, 2026
- 8-K reportApr 13, 2026
- INST-CLUSTER reportFeb 28, 2026