Key Points
- CFO Kurt Barton sold 1,884 shares on Feb. 10 at an average price of $53.81, reducing his position by 3.46% to 52,562 shares (about $2.83M).
- Other senior insiders also unloaded large stakes — EVP Robert D. Mills (62,950 shares, ≈$3.41M) and EVP Jonathan S. Estep (59,745 shares, ≈$3.23M) — signaling notable insider selling activity.
- Tractor Supply boosted its quarterly dividend to $0.24 (4.3% raise) even as the latest quarter missed estimates (EPS $0.43 vs. $0.46; revenue $3.90B vs. $4.03B) and analysts have trimmed price targets, though consensus remains a "Moderate Buy" with an average target of $59.78.
Tractor Supply Company (NASDAQ:TSCO - Get Free Report) CFO Kurt Barton sold 1,884 shares of the firm's stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total transaction of $101,378.04. Following the sale, the chief financial officer owned 52,562 shares of the company's stock, valued at approximately $2,828,361.22. The trade was a 3.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Tractor Supply Stock Down 0.2%
TSCO opened at $54.41 on Friday. The company has a market cap of $28.75 billion, a PE ratio of 26.29, a price-to-earnings-growth ratio of 2.73 and a beta of 0.74. The company has a 50 day moving average of $52.34 and a 200 day moving average of $55.46. Tractor Supply Company has a 12 month low of $46.85 and a 12 month high of $63.99. The company has a current ratio of 1.34, a quick ratio of 0.16 and a debt-to-equity ratio of 0.70.
Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.03). Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The firm had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $4.03 billion. During the same period in the previous year, the company posted $0.44 EPS. The company's revenue for the quarter was up 3.3% compared to the same quarter last year. On average, sell-side analysts expect that Tractor Supply Company will post 2.17 EPS for the current year.
Tractor Supply Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a yield of 1.8%. This is an increase from Tractor Supply's previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Tuesday, February 24th. Tractor Supply's dividend payout ratio is presently 44.44%.
Key Tractor Supply News
Here are the key news stories impacting Tractor Supply this week:
- Positive Sentiment: Board/Dividend: the board increased the quarterly dividend to $0.24 (4.3% raise) and added Sonia Syngal to the board, a move that signals capital return and governance focus that supports income-oriented investors. BusinessWire: Dividend and Board Appointment
- Neutral Sentiment: Logistics/strategy: management is exploring final‑mile delivery capabilities to boost e‑commerce competitiveness — a potentially positive strategic move but one that requires investment and time before affecting results. MSN: Final-mile deliveries
- Negative Sentiment: Analyst cuts: Zacks Research issued multiple downward revisions across 2026–2028 EPS forecasts and holds a "Strong Sell" stance, trimming quarterly and full‑year estimates (FY26/FY27/FY28), which increases downside risk to expectations and could pressure the stock. MarketBeat: Zacks estimate revisions
- Negative Sentiment: Large insider selling: EVP Robert D. Mills sold 62,950 shares (~$3.41M) and EVP Jonathan S. Estep sold 59,745 shares (~$3.23M) in mid-February, each cutting their holdings materially — a signal investors often view as bearish. SEC filings: Mills — Read More.; Estep — Read More..
- Negative Sentiment: Additional insider sale: CFO Kurt Barton sold ~1,884 shares (~$101k), a smaller but additive data point in a pattern of insider selling. SEC: Barton sale
Institutional Trading of Tractor Supply
A number of hedge funds have recently made changes to their positions in TSCO. Garner Asset Management Corp purchased a new position in Tractor Supply in the fourth quarter worth about $25,000. Delos Wealth Advisors LLC bought a new stake in shares of Tractor Supply during the second quarter valued at approximately $26,000. Aventura Private Wealth LLC purchased a new position in Tractor Supply in the 4th quarter worth approximately $27,000. Core Wealth Advisors LLC bought a new position in Tractor Supply in the 4th quarter valued at approximately $27,000. Finally, JPL Wealth Management LLC bought a new position in Tractor Supply in the 3rd quarter valued at approximately $28,000. 98.72% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on TSCO shares. Truist Financial set a $55.00 target price on Tractor Supply and gave the stock a "hold" rating in a research report on Friday, January 16th. Citigroup reissued a "buy" rating and set a $61.00 price target (down from $66.00) on shares of Tractor Supply in a research note on Friday, January 16th. Piper Sandler decreased their target price on shares of Tractor Supply from $67.00 to $59.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. Jefferies Financial Group cut their price target on shares of Tractor Supply from $63.00 to $60.00 and set a "buy" rating for the company in a research report on Friday, January 30th. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $57.00 price objective on shares of Tractor Supply in a research note on Friday, January 30th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $59.78.
View Our Latest Stock Analysis on Tractor Supply
Tractor Supply Company Profile
(
Get Free Report)
Tractor Supply Company (NASDAQ: TSCO) is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.
Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.
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