NewEdge Advisors LLC Sells 676,255 Shares of Tractor Supply Company $TSCO

NewEdge Advisors LLC decreased its holdings in Tractor Supply Company (NASDAQ:TSCO) by 71.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 271,231 shares of the specialty retailer’s stock after selling 676,255 shares during the quarter. NewEdge Advisors LLC’s holdings in Tractor Supply were worth $12,287,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TSCO. Capital International Investors boosted its holdings in Tractor Supply by 3.9% during the fourth quarter. Capital International Investors now owns 24,279,046 shares of the specialty retailer’s stock valued at $1,214,390,000 after purchasing an additional 902,659 shares in the last quarter. State Street Corp raised its holdings in shares of Tractor Supply by 0.7% in the 4th quarter. State Street Corp now owns 23,051,776 shares of the specialty retailer’s stock worth $1,152,819,000 after buying an additional 162,774 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Tractor Supply by 18.4% in the 4th quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer’s stock worth $871,855,000 after buying an additional 2,706,819 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Tractor Supply by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 15,873,514 shares of the specialty retailer’s stock worth $791,703,000 after buying an additional 184,457 shares during the period. Finally, Capital World Investors lifted its position in shares of Tractor Supply by 2.3% during the 4th quarter. Capital World Investors now owns 15,157,047 shares of the specialty retailer’s stock worth $758,004,000 after buying an additional 336,040 shares during the period. 98.72% of the stock is owned by institutional investors.

Key Stories Impacting Tractor Supply

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: The board declared a quarterly dividend of $0.24 per share, payable September 8 to shareholders of record August 24. The dividend supports a roughly 2.8% annualized yield and may appeal to income-focused investors. Tractor Supply Company declares quarterly dividend
• Positive Sentiment: Company insiders continued buying shares, including Director Edna Morris’s purchase of 1,560 shares at an average price of $32.44. Recent purchases by the CEO and another director may signal that management views the depressed valuation as attractive. Tractor Supply insider buying
• Neutral Sentiment: Tractor Supply is expanding executive responsibilities after its chief technology officer’s resignation, with the board approving new equity awards for executive vice presidents. The move may improve accountability but also highlights a leadership transition. Tractor Supply expands executive roles
• Negative Sentiment: Tractor Supply reduced its 2026 sales, comparable-store sales and earnings outlook as discretionary demand weakens and labor, freight and other costs remain elevated. The update reinforces concerns following the company’s recent revenue and EPS miss.
• Negative Sentiment: Zacks Research repeatedly cut EPS estimates across late 2026 through 2028, lowering fiscal 2026 EPS to $1.93 from $2.15, fiscal 2027 EPS to $2.09 from $2.36 and fiscal 2028 EPS to $2.45 from $2.66. Zacks maintained a “Strong Sell” rating, creating an overhang for TSCO shares. Tractor Supply cuts 2026 outlook

Insider Activity at Tractor Supply

In related news, Director Andre J. Hawaux acquired 3,150 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were purchased at an average price of $31.83 per share, with a total value of $100,264.50. Following the acquisition, the director directly owned 3,150 shares in the company, valued at $100,264.50. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, Director Edna Morris bought 1,560 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was bought at an average cost of $32.44 per share, with a total value of $50,606.40. Following the completion of the purchase, the director owned 279,720 shares of the company’s stock, valued at approximately $9,074,116.80. The trade was a 0.56% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 20,310 shares of company stock valued at $652,411 over the last ninety days. 0.64% of the stock is owned by insiders.

Tractor Supply Stock Up 1.4%

Shares of TSCO opened at $34.56 on Friday. The company has a market capitalization of $18.12 billion, a P/E ratio of 18.00, a PEG ratio of 11.24 and a beta of 0.47. Tractor Supply Company has a one year low of $28.36 and a one year high of $62.89. The business’s 50 day simple moving average is $30.83 and its 200-day simple moving average is $39.94. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.33 and a quick ratio of 0.23.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.01). Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The business had revenue of $4.54 billion during the quarter, compared to the consensus estimate of $4.58 billion. During the same quarter in the previous year, the firm posted $0.81 EPS. The company’s revenue for the quarter was up 2.3% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, sell-side analysts predict that Tractor Supply Company will post 1.93 EPS for the current fiscal year.

Tractor Supply Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Monday, August 24th will be paid a $0.24 dividend. The ex-dividend date is Monday, August 24th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 2.8%. Tractor Supply’s dividend payout ratio (DPR) is 50.00%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TSCO. Piper Sandler set a $31.00 price target on Tractor Supply and gave the company a “neutral” rating in a research report on Friday, July 24th. Robert W. Baird cut their price objective on Tractor Supply from $50.00 to $38.00 and set an “outperform” rating for the company in a report on Monday, July 20th. Stephens cut their price objective on Tractor Supply from $53.00 to $43.00 and set an “equal weight” rating for the company in a report on Wednesday, April 22nd. Mizuho set a $28.00 target price on shares of Tractor Supply and gave the company a “neutral” rating in a research note on Friday, July 24th. Finally, Daiwa Securities Group lowered their target price on shares of Tractor Supply from $52.00 to $41.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Thirteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $39.31.

Tractor Supply Profile

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.