AUG 6·SEC EDGARLow
Heise Rita J. sold $1.8M of FAST
Heise Rita J. sold 34,964 shares of FASTENAL CO (FAST) at $50.05 ($1.75M total) across 2 trades on 2026-08-05.
StockNASDAQ · US · USDIndustrials · Industrial Distribution
$FAST
FASTENAL CO
Price · $FASTvia TradingView
AI sentiment · 7d1 articles
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- Neutral
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- Bearish
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Top stories · $FASTMore →
AUG 5·marketscale.com
B2B e-commerce's digital shift is accelerating, and industrial distributors are leading the proof
Digital Commerce 360 reports MSC Industrial Supply’s fiscal Q3 2026 e-commerce revenue exceeded $1 billion. The article also cites Fastenal’s Q2 2026 digital sales growth, Omnia Partners adding suppliers to its Opus platform, and Deloitte research urging B2B suppliers to structure product data for AI agents. It notes planned splits/spin-offs at Genuine Parts and Resideo/ADI.
JUL 29·SEC EDGAR
Ancius Michael J sold $147K of FAST
Ancius Michael J sold 3,000 shares of FASTENAL CO (FAST) at $49.00 ($0.15M total) on 2026-07-28.
FAST sentiment & insider activity
Over the past 7 days, alphai's AI scored 1 news story mentioning FAST (FASTENAL CO). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent FAST coverage spans earnings, financial news and insider activity.
In the last 30 days, FAST insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($1.9M). The most active reporter was Heise Rita J. with 2 filings.
What's driving FAST
This is an insider sale disclosure, not a company fundamental update. It may slightly affect sentiment, but it is not a direct earnings or guidance catalyst.
CEO transition alongside digital growth implies continuity of digital strategy rather than a reset.
This is a routine insider sale with no stated 10b5-1 plan, but it does not disclose new company fundamentals.
Dividend increase alongside faster revenue growth is constructive, but the high payout ratio flags sustainability risk.
Q2 results and strategy KPIs (digital footprint, FMI devices, contract counts) suggest continued share-gain driven momentum into 2H, with pricing normalization as a headwind.
alphai scores every news story that mentions FAST with an AI model for sentiment and relevance, and aggregates insider trades from FASTENAL CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $FAST
Score
Heise Rita J. sold $1.8M of FAST
Heise Rita J. sold 34,964 shares of FASTENAL CO (FAST) at $50.05 ($1.75M total) across 2 trades on 2026-08-05.
1 min read
B2B e-commerce's digital shift is accelerating, and industrial distributors are leading the proof
Digital Commerce 360 reports MSC Industrial Supply’s fiscal Q3 2026 e-commerce revenue exceeded $1 billion. The article also cites Fastenal’s Q2 2026 digital sales growth, Omnia Partners adding suppliers to its Opus platform, and Deloitte research urging B2B suppliers to structure product data for AI agents. It notes planned splits/spin-offs at Genuine Parts and Resideo/ADI.
5 min readAncius Michael J sold $147K of FAST
Ancius Michael J sold 3,000 shares of FASTENAL CO (FAST) at $49.00 ($0.15M total) on 2026-07-28.
1 min readIndustrial and Utility Giants Boost Dividends as Data Center Tailwinds Build
The article says Cummins (CMI), Fastenal (FAST), and Duke Energy (DUK) raised dividends. Cummins increased its quarterly dividend 10% to $2.20, citing data center demand; North American power generation revenue rose 23% last quarter. Fastenal raised its dividend 8.3% to $0.26. Duke raised its dividend 1.9% to $1.085, citing 7.6 GW of data center agreements.
7 min readFastenal (FAST) Q2 2026 Earnings Call Transcript
Fastenal’s Q2 2026 earnings call said daily sales rose 14.7% year over year, with pricing of about 2.9% in the quarter. Contract count increased over 7% and customer sites spending $50k+ per month rose 16.5%, with revenues up over 26%. Digital footprint DSR grew 16.2% to 61.6% of sales, and FMI weighted devices signed rose 8.3% to 109 per day.
7 min read3 Dividend Stocks That Pass Buffett’s Test: Buy, Sell or Hold?
The article evaluates three dividend stocks against “Buffett’s test.” Visa (V) is rated a Buy, citing Q1 FY2026 net revenue of $10.90B (+14.6%), dividend raised 13.6% to $0.67 quarterly, and valuation at 31x trailing and 24x forward earnings. Costco (COST) is a Hold on a 47x multiple and 0.57% yield. Fastenal (FAST) is a Sell for new money, citing Q2 revenue $2.39B (+14.74%) and EPS $0.33, with a 39x multiple.
5 min readMarketBeat Week in Review – 07/13- 07/17
MarketBeat’s weekly review (07/13-07/17) said a tech sell-off weighed on the S&P 500 and Nasdaq, while energy and financials rose on Strait of Hormuz tensions and strong bank earnings. It cited Netflix’s mixed earnings as a drag and flagged Alphabet’s upcoming results for AI infrastructure signals. Coverage included MU, FAST, JNJ, SNDK, AVGO, AAPL, MSFT, META, PYPL, TSM, IONQ and others.
7 min readThese Analysts Revise Their Forecasts On Fastenal Following Q2 Earnings - Fastenal (NASDAQ:FAST)
Fastenal (FAST) reported Q2 EPS of 33 cents, in line with expectations, and sales up 14.7% to $2.387 billion, above the $2.338 billion estimate. The company kept 2026 capex guidance at $310 million to $330 million and expects Digital Footprint to be 63% to 64% of sales. After earnings, Barclays cut its FAST target to $46 and Morgan Stanley raised it to $52.
3 min readFastenal Q2 Earnings Call Highlights
Fastenal (NASDAQ:FAST) Q2 earnings call commentary said the industrial environment was stable to modestly positive, with U.S. PMI averaging slightly above 53. CFO Max Tunnicliff cited 14.7% daily sales growth, digital Footprint at 61.6% of sales, and operating margin held despite gross margin down about 75 bps. Operating cash flow was $266 million and net capex about $60 million.
7 min readWhy is Fastenal stock sliding today? By Investing.com
Fastenal shares fell 2.6% after its Q2 2026 earnings. Revenue was $2.39B vs about $2.34B expected and EPS was $0.33. Gross margin fell 75 bps to 44.6%, with higher transportation costs, customer mix and tariff input costs cited. Operating cash flow declined on higher receivables. Rothschild Redburn initiated Buy with a $55 target; other firms stayed cautious.
4 min read