Key Points
- CEO Harry Lawton III bought 15,600 Tractor Supply shares for approximately $501,540 at an average price of $32.15, signaling insider confidence in the stock’s recent valuation.
- Tractor Supply’s latest quarter slightly missed expectations, with EPS of $0.81 versus $0.82 expected and revenue of $4.54 billion versus $4.58 billion expected; however, revenue still rose 2.3% year over year.
- The company pays a quarterly dividend of $0.24 per share, equivalent to a 2.9% yield, while analysts maintain a consensus “Hold” rating and an average price target of $39.31.
Tractor Supply Company (NASDAQ:TSCO - Get Free Report) Director Edna Morris bought 1,560 shares of the business's stock in a transaction on Tuesday, August 4th. The stock was purchased at an average price of $32.44 per share, for a total transaction of $50,606.40. Following the purchase, the director directly owned 279,720 shares in the company, valued at approximately $9,074,116.80. This represents a 0.56% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink.
Tractor Supply Price Performance
Shares of TSCO opened at $33.41 on Thursday. The stock has a market capitalization of $17.52 billion, a P/E ratio of 17.40, a P/E/G ratio of 10.77 and a beta of 0.47. Tractor Supply Company has a twelve month low of $28.36 and a twelve month high of $62.89. The company has a 50 day moving average of $30.71 and a 200-day moving average of $40.09. The company has a quick ratio of 0.23, a current ratio of 1.33 and a debt-to-equity ratio of 0.83.
Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.82 by ($0.01). The business had revenue of $4.54 billion during the quarter, compared to analyst estimates of $4.58 billion. Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. Tractor Supply's revenue for the quarter was up 2.3% on a year-over-year basis. During the same quarter last year, the business earned $0.81 earnings per share. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, equities research analysts forecast that Tractor Supply Company will post 1.93 EPS for the current fiscal year.
Tractor Supply Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Wednesday, May 27th were paid a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 2.9%. The ex-dividend date was Wednesday, May 27th. Tractor Supply's payout ratio is presently 50.00%.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently modified their holdings of TSCO. Garner Asset Management Corp acquired a new stake in Tractor Supply in the 4th quarter valued at about $25,000. Elevation Wealth Partners LLC increased its position in Tractor Supply by 1,253.4% during the second quarter. Elevation Wealth Partners LLC now owns 785 shares of the specialty retailer's stock worth $25,000 after buying an additional 727 shares during the last quarter. Reflection Asset Management acquired a new position in Tractor Supply during the fourth quarter worth approximately $26,000. Core Wealth Advisors LLC bought a new stake in Tractor Supply in the fourth quarter valued at approximately $27,000. Finally, Community Financial Services Group LLC raised its stake in Tractor Supply by 3,240.0% in the second quarter. Community Financial Services Group LLC now owns 835 shares of the specialty retailer's stock valued at $27,000 after buying an additional 810 shares during the period. Institutional investors own 98.72% of the company's stock.
Analysts Set New Price Targets
A number of research firms have recently commented on TSCO. TD Cowen restated a "hold" rating on shares of Tractor Supply in a research note on Wednesday, July 15th. Argus set a $41.00 target price on Tractor Supply in a research report on Tuesday, July 28th. Jefferies Financial Group reiterated a "buy" rating and set a $51.00 target price on shares of Tractor Supply in a report on Tuesday, April 21st. Zacks Research cut Tractor Supply from a "hold" rating to a "strong sell" rating in a research report on Monday, July 13th. Finally, Daiwa Securities Group decreased their price target on Tractor Supply from $52.00 to $41.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Tractor Supply has a consensus rating of "Hold" and a consensus target price of $39.31.
Get Our Latest Research Report on TSCO
Tractor Supply News Roundup
Here are the key news stories impacting Tractor Supply this week:
- Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Director Edna Morris also bought 1,560 shares for about $50,606, while Director Andre Hawaux purchased 3,150 shares for roughly $100,265. The purchases may reassure investors that company insiders view recent price levels as attractive. CEO and director insider purchase filings
- Positive Sentiment: Tractor Supply announced more than 200 new dog and cat products, including food, treats, toys and everyday essentials. The broader assortment could support customer traffic, market share and sales growth in the pet category. Tractor Supply expands pet assortment
- Neutral Sentiment: The stock trades near $33, below its 200-day moving average of $40.22 but above its 50-day average of $30.66. Analysts’ consensus rating is “Hold,” with an average price target of $39.31, suggesting potential upside but limited conviction.
- Neutral Sentiment: Tractor Supply continues to pay a quarterly dividend of $0.24, or $0.96 annually, representing a yield of approximately 2.9% at recent prices. Institutional investors own about 98.7% of the shares, indicating strong professional ownership but potentially less incremental buying support.
- Negative Sentiment: The company’s latest quarterly results modestly missed expectations: EPS was $0.81 versus $0.82 expected, while revenue of $4.54 billion fell short of the $4.58 billion consensus. Revenue still increased 2.3% year over year, and fiscal 2026 EPS guidance remains $1.90–$2.00, but the miss highlights ongoing execution and growth concerns.
About Tractor Supply
(
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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