Fastenal Co (NASDAQ: FAST) reported insider buying by a senior sales executive this month. Charles S. Miller, the company's Senior Executive Vice President of Sales, filed a Form 4 with the Securities and Exchange Commission documenting two separate purchases of Fastenal common stock.
The trades took place on April 7, 2025 and April 14, 2025. On each date Miller acquired 20 shares at $39.15 per share, bringing the total outlay across both transactions to $1,566.
After these purchases Miller holds 40 shares directly and has an indirect holding of 27,301 shares through a 401(k) account, according to the filing.
These filings come amid Fastenal's reporting of its fourth-quarter 2025 financial results. The company posted earnings per share of $0.26, matching consensus expectations. By contrast, Fastenal missed on revenue expectations: sales grew 11%, which aligned with the consensus projection, but gross margins came in 50 basis points below forecasts.
Analyst reactions to the quarter were mixed. UBS retained a Neutral rating on the stock and kept a $46.00 price target. UBS noted Fastenal's December sales growth of 10.7% year over year, describing that pace as below the typical seasonal benchmark of 14%.
Meanwhile, Bernstein reiterated an Underperform rating with a $38.00 price target. Bernstein highlighted that Fastenal's operating profit fell short of expectations by 2.3% and cited onsite closures as a contributing factor to its view.
The combination of the modest insider purchases and the company's reported quarter have produced a range of analyst perspectives on near-term performance. The filings and the earnings release together offer data points for investors monitoring insider activity, sales trends and margin dynamics at the industrial distributor.
Where the public filings and the earnings release provide concrete figures, interpretation remains varied among market participants and analysts, as reflected in the diverging ratings and price targets issued by UBS and Bernstein.