Tractor Supply Company $TSCO Holdings Raised by GDS Wealth Management

GDS Wealth Management lifted its stake in Tractor Supply Company (NASDAQ:TSCO) by 16.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 163,158 shares of the specialty retailer’s stock after purchasing an additional 23,160 shares during the quarter. GDS Wealth Management’s holdings in Tractor Supply were worth $9,279,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Delos Wealth Advisors LLC acquired a new position in shares of Tractor Supply in the second quarter worth about $26,000. Financial Gravity Companies Inc. acquired a new stake in shares of Tractor Supply during the second quarter valued at approximately $38,000. Clayton Financial Group LLC purchased a new stake in shares of Tractor Supply in the 3rd quarter valued at approximately $44,000. First Horizon Corp acquired a new position in Tractor Supply in the 3rd quarter worth approximately $44,000. Finally, Evelyn Partners Asset Management Ltd purchased a new position in Tractor Supply during the 2nd quarter worth approximately $46,000. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Tractor Supply News Summary

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and set a $70 price target (roughly +28% upside vs. current levels), providing a strong analyst endorsement that can support buying interest. Telsey Advisory Group reaffirmation
• Positive Sentiment: Guggenheim reaffirmed a “buy” rating with a $65 target, another upbeat analyst signal that may help sustain the rally. Guggenheim rating
• Positive Sentiment: Local and national reports show Tractor Supply store traffic surged ahead of a major winter storm, implying a near-term boost to C.U.E. (cold-weather, urgent essentials) sales and inventories. This weather-driven demand is a tangible short-term revenue upside. Tractor Supply traffic soars ahead of massive winter storm
• Positive Sentiment: Tractor Supply proposed a new store in Plymouth Township, showing continued footprint expansion that supports longer-term comps and revenue growth. Tractor Supply plans new Plymouth Township location
• Positive Sentiment: Zacks preview argues TSCO heads into Q4 with expected revenue and EPS growth (helped by C.U.E. demand, winter weather upside and loyalty-driven traffic), and suggests accumulation ahead of earnings. That view can encourage buyers before the print. Tractor Supply Q4 Earnings on the Horizon: Time to Accumulate Shares?
• Neutral Sentiment: Zacks also published an expectations piece noting Wall Street expects earnings growth next week but says TSCO may lack the ideal setup for a clear beat — useful positioning information but not a single directional catalyst. Tractor Supply (TSCO) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Seeking Alpha argues that while the business is better than expected, the current valuation makes TSCO less attractive — a view that can cap upside and encourage profit-taking. Tractor Supply: A Better Business Than I Expected, But Not At This Price
• Negative Sentiment: TD Cowen issued a pessimistic forecast for TSCO, highlighting downside risk that may weigh on sentiment if negative headlines or a soft earnings print appear. TD Cowen Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply Stock Up 2.4%

TSCO opened at $54.69 on Friday. The company has a market capitalization of $28.90 billion, a PE ratio of 26.29, a price-to-earnings-growth ratio of 2.56 and a beta of 0.74. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.30 and a quick ratio of 0.14. Tractor Supply Company has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The business has a 50-day moving average of $52.24 and a 200-day moving average of $55.80.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings data on Thursday, October 23rd. The specialty retailer reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.48 by $0.01. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.72 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%.The firm’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.45 earnings per share. Equities research analysts forecast that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Monday, November 24th were issued a dividend of $0.23 per share. The ex-dividend date was Monday, November 24th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.7%. Tractor Supply’s dividend payout ratio (DPR) is currently 44.23%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on TSCO shares. Morgan Stanley upgraded Tractor Supply from an “underweight” rating to an “equal weight” rating and increased their target price for the company from $50.00 to $60.00 in a report on Friday, October 24th. Guggenheim reissued a “buy” rating and set a $65.00 price target on shares of Tractor Supply in a research report on Thursday. UBS Group set a $57.00 price objective on Tractor Supply and gave the stock a “neutral” rating in a research report on Friday, January 16th. Evercore ISI raised Tractor Supply from a “hold” rating to an “outperform” rating and lifted their target price for the company from $60.00 to $65.00 in a research note on Wednesday, November 5th. Finally, TD Cowen dropped their target price on Tractor Supply from $62.00 to $55.00 and set a “hold” rating on the stock in a report on Tuesday, January 20th. Fourteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Tractor Supply currently has a consensus rating of “Moderate Buy” and an average target price of $62.81.

About Tractor Supply

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.