Fastenal Company (NASDAQ:FAST) is included among the Dividend Growth Stocks: 25 Aristocrats. Barclays Reviews Fastenal (FAST) as Lower Pricing Weighs on Results On January 21, Barclays lowered its price target on Fastenal Company (NASDAQ:FAST) to $43 from $44 and kept an Equal Weight rating following the company’s fourth-quarter results. The firm said Fastenal is still seeing volume growth, but much of that is being driven by lower pricing, which is weighing on overall performance. A day earlier, on Ja ...

Shares of AMCON Distributing Company (DIT) have gained 0.4% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares favorably to the S&P 500 index, which declined 0.9% over the same period. Over the past month, AMCON shares have appreciated 2.3%, while the broader market index has slipped 0.6%.For the first quarter of fiscal 2026, AMCON reported earnings per share (EPS) of $1.28, which marks a substantial increase from 57 cents EPS in the same quarter of the prior year. Re ...

Core Viewpoint - Fastenal Company announced its financial results for the quarter and year ended December 31, 2025, highlighting its position as a leader in the wholesale distribution of industrial and construction supplies [1] Financial Performance - The financial results include detailed dollar amounts stated in millions, with a focus on share and per share information [1] - Historical common stock share and per share information, as well as stockholders' equity balances, are provided for all periods presented [1]

Core Insights - Fenimore Asset Management's Q4 2025 investor letter indicates a solid yet volatile stock market, influenced by AI enthusiasm, economic uncertainty, and monetary policy concerns [1] - The firm anticipates mixed market conditions in 2026, with many AI-related stocks appearing expensive while high-quality companies are trading at multi-year lows, presenting potential investment opportunities [1] Performance Summary - The S&P 500 Index rose by 2.66% in Q4 2025, driven by large-cap technology and communication services stocks [1] - Fenimore Small Cap Strategy returned -4.12%, underperforming the Russell 2000 Index, which returned 2.19% [1] - Fenimore Dividend Focus Strategy declined -4.41% compared to the Russell Midcap Index's 0.16% return [1] - Fenimore Value Strategy saw a decline of -1.17% in Q4, also underperforming the Russell Midcap Index [1] Sector Analysis - Underperformance in Fenimore's strategies was attributed to investments in the financial and industrial sectors, which were net neutral [3] - Fastenal Company (NASDAQ:FAST) was a significant detractor in the Fenimore Value Strategy due to weakness in U.S. industrial manufacturing and production cuts by major customers [3] - Fastenal's gross margin compression was linked to a shift towards lower-margin services and higher inventory costs due to tariff concerns [3] Company Spotlight: Fastenal Company - Fastenal Company (NASDAQ:FAST) had a market capitalization of $49.97 billion and closed at $43.53 per share on January 15, 2026 [2] - The stock experienced a one-month return of 2.79% and a 52-week gain of 14.43% [2]

Core Insights - Fastenal Company, based in Winona, Minnesota, specializes in the wholesale distribution of industrial and construction supplies, with a market cap of approximately $46.9 billion [1] Performance Overview - Fastenal's stock has underperformed compared to the broader market, gaining 13.6% year-to-date but dropping 1.7% over the past 52 weeks, while the S&P 500 Index gained 14.4% in 2025 and 12.7% over the past year [2] - The company also lagged behind the Industrial Select Sector SPDR Fund, which surged 16.4% in 2025 and gained 9.1% over the past year [3] Recent Financial Results - Following the release of mixed Q3 results on October 13, Fastenal's stock price fell 7.5% in one trading session. The company's Q3 topline increased by 11.7% year-over-year to $2.1 billion, but missed expectations by 11 basis points. Adjusted EPS rose 12.3% year-over-year to $0.29, missing consensus estimates by 3.3% [4] Future Earnings Expectations - For the full fiscal year 2025, analysts project an adjusted EPS of $1.11, reflecting an 11% year-over-year increase. Fastenal has a mixed earnings surprise history, missing bottom-line estimates twice in the past four quarters while meeting projections on two occasions [5] Analyst Ratings and Price Targets - Among 17 analysts covering Fastenal, the consensus rating is a "Hold," consisting of four "Strong Buys," 12 "Holds," and one "Strong Sell" [5] - Barclays analyst Guy Hardwick maintained an "Equal-Weight" rating on Fastenal but reduced the price target from $49 to $45. The mean price target of $45.82 indicates a 12.2% premium to current price levels, while the highest target of $50 suggests a 22.4% upside potential [7]

Core Viewpoint - Bri-Chem Corp. has announced the immediate departure of its CEO, Don Caron, and is initiating a leadership transition process to find a suitable successor [1][2]. Company Overview - Bri-Chem Corp. is a leading North American wholesale distributor of drilling fluids and related products, serving the energy, construction, and industrial sectors. The company was founded in 1985 and is headquartered in Edmonton, Alberta [4]. Leadership Transition - The Board of Directors is overseeing interim management responsibilities during the search for a new CEO, ensuring that there will be no disruption to ongoing operations [2]. - Barry Hugghins, Chairman of the Board, emphasized the company's commitment to operational discipline, customer service, and long-term growth, while focusing on alignment and performance across the organization [3].

Q3 2025 Financial Performance - Resideo's Q3 2025 net revenue reached $1864 million, a 2% increase year-over-year[35] - Adjusted earnings per share for Q3 2025 were $089, a 51% increase year-over-year[35] - Adjusted EBITDA for Q3 2025 was $229 million, a 21% increase year-over-year[35] - Products & Solutions (P&S) revenue in Q3 2025 was $661 million, a 2% increase year-over-year, with an adjusted EBITDA of $165 million, a 5% increase year-over-year[35] - ADI Global Distribution revenue in Q3 2025 was $1203 million, a 2% increase year-over-year, with an adjusted EBITDA of $92 million, flat year-over-year[35] Strategic Separation and Financial Restructuring - Resideo made a one-time cash payment of $159 billion to Honeywell in Q3 2025 to terminate the Indemnification Agreement[24] - The termination of the Indemnification Agreement immediately unlocked $35 million of quarterly EBITDA[24] - The company is separating into two independent companies to create strategic alignment and management focus[24] 2025 Outlook - The company anticipates total net revenue between $7430 million and $7470 million for 2025[57] - Adjusted EBITDA is projected to be between $818 million and $832 million for 2025[57]

Core Insights - Fastenal Company, a leader in wholesale distribution of industrial and construction supplies, announced its financial results for the quarter ended September 30, 2025 [1] Financial Performance - The financial results are presented in millions, with all historical common stock share and per share information and stockholders' equity balances included for all periods [1]

Core Insights - Fastenal Company, based in Winona, Minnesota, is a major player in the wholesale distribution of industrial and construction supplies, with a market capitalization of approximately $54.6 billion [1] Earnings Expectations - Fastenal is expected to release its third-quarter results on October 13, with analysts predicting an adjusted EPS of $0.30, reflecting a 15.4% increase from $0.26 in the same quarter last year [2] - For the full fiscal year 2025, analysts forecast an EPS of $1.11, an 11% increase from $1 in 2024, and a further growth to $1.23 in fiscal 2026, representing a 10.8% year-over-year increase [3] Stock Performance - Fastenal's stock has increased by 35.3% over the past 52 weeks, outperforming the S&P 500 Index's 15.4% gains and the Industrial Select Sector SPDR Fund's 12.9% returns during the same period [4] - Following the release of better-than-expected Q2 results, Fastenal's stock gained 4.2%, with Q2 topline revenue rising 8.6% year-over-year to $2.1 billion, exceeding expectations by 88 basis points [5] Analyst Ratings - The consensus rating for Fastenal is "Hold," with 16 analysts covering the stock, including four "Strong Buys," 11 "Holds," and one "Strong Sell" [6] - The stock is currently trading slightly above its mean price target of $46.40 [6]

Core Insights - Mairs & Power Balanced Fund experienced a challenging start to Q2 2025 due to tariff uncertainties, Middle East conflicts, rising national debt, and a poor dollar performance, but managed to recover and rise 25% by the end of the quarter [1] - The fund returned 2.66% in the first half of 2025, underperforming against benchmark indexes which rose 5.43% and the Morningstar Moderate Allocation peer group which increased by 5.67% [1] Company Performance - Fastenal Company (NASDAQ:FAST) reported a one-month return of -4.40% but saw a significant 35.74% increase in value over the last 52 weeks, closing at $47.99 per share with a market capitalization of $55.075 billion on September 23, 2025 [2] - The fund's overweight position in the Industrials sector contributed positively in the first half of 2025, but poor stock selection led to an overall negative impact [3] - Toro (TTC), another significant holding, reported slowing revenue growth and lowered guidance, negatively affecting its stock price, while Fastenal's growth indicated market share gains despite similar market weaknesses [3] Hedge Fund Interest - Fastenal Company (NASDAQ:FAST) was held by 42 hedge fund portfolios at the end of Q2 2025, an increase from 39 in the previous quarter, indicating growing interest among institutional investors [4]