Fastenal

FAST

Market cap $52.9B

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

Fastenal remains a benchmark of stability and an attractive long-term asset, warranting a reiterated buy rating. My proprietary 8-parameter model assigns FAST an 85/100, placing it in the A-tier for business quality.

Fastenal (FAST) reported earnings 30 days ago. What's next for the stock?

Zacks highlights strong gains from KMT, HSY and FAST as market rotation favors earnings stability and cash flow.

WINONA, Minn. & CONCORD, N.C.--(BUSINESS WIRE)--Fastenal Company (NASDAQ: FAST), a leading distributor of industrial and construction supplies, is launching a significant evolution to its partnership with RFK Racing. The iconic Fastenal blue paint scheme will be replaced with the striking black and orange colors of their Body Guard brand, aiming to increase awareness and engagement with this essential line of safety products. "This change is more than just a new look; it's a strategic move to a.

Fastenal Company remains a Hold as valuation at 36x forward earnings leaves little margin for error. January's daily sales strength is encouraging, but fading pricing power and slowing FMI device deployment raise red flags. Gross margin pressure and negative price/cost spread highlight the weakening ability to offset cost inflation through pricing.

Fastenal has delivered a 444% total return over 10 years, outperforming the S&P 500 and establishing itself as a reliable wealth compounder. FAST demonstrates strong fundamentals with double-digit sales and income growth, high margins, and a robust balance sheet supporting a growing dividend. Digital and managed inventory channels now drive 62% of FAST's sales, deepening customer integration and operational efficiency.

Fastenal (FAST) delivered strong double-digit sales growth and operating margin expansion by targeting larger, high-value customers and expanding contract signings. Despite gross margin contraction, FAST's shift to larger accounts is intentional, trading gross margin for operating leverage and higher-quality recurring revenue. Scenario analysis suggests current valuation requires near-flawless execution; even optimistic forecasts yield only modest total returns unless premium multiples persist.

Fastenal's NASDAQ: FAST second half of 2025 was impacted by macroeconomic headwinds and a downshift in analyst sentiment, which, while painful for investors, has now left its stock price in the buy zone.

The headline numbers for Fastenal (FAST) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.