Federated Hermes Inc. Boosts Position in Tractor Supply Company $TSCO

Federated Hermes Inc. grew its holdings in shares of Tractor Supply Company (NASDAQ:TSCO) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,058,837 shares of the specialty retailer’s stock after buying an additional 54,663 shares during the quarter. Federated Hermes Inc. owned 0.20% of Tractor Supply worth $60,216,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Delos Wealth Advisors LLC acquired a new position in shares of Tractor Supply during the 2nd quarter valued at $26,000. Financial Gravity Companies Inc. purchased a new position in Tractor Supply in the second quarter valued at about $38,000. Clayton Financial Group LLC acquired a new position in shares of Tractor Supply during the third quarter worth about $44,000. First Horizon Corp purchased a new stake in shares of Tractor Supply in the third quarter worth about $44,000. Finally, Evelyn Partners Asset Management Ltd acquired a new stake in shares of Tractor Supply in the second quarter valued at about $46,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Wall Street Analyst Weigh In

TSCO has been the topic of several recent research reports. Wells Fargo & Company reissued an “overweight” rating and set a $65.00 price target on shares of Tractor Supply in a research report on Thursday, October 23rd. Morgan Stanley raised shares of Tractor Supply from an “underweight” rating to an “equal weight” rating and boosted their target price for the stock from $50.00 to $60.00 in a research report on Friday, October 24th. TD Cowen lowered their price target on shares of Tractor Supply from $62.00 to $55.00 and set a “hold” rating for the company in a report on Tuesday, January 20th. UBS Group set a $57.00 price target on shares of Tractor Supply and gave the stock a “neutral” rating in a research note on Friday, January 16th. Finally, Mizuho raised their target price on Tractor Supply from $64.00 to $65.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Fourteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $62.81.

More Tractor Supply News

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $70 price target, signaling some analyst conviction in Tractor Supply’s longer‑term outlook despite the quarter’s weakness. Benzinga
• Positive Sentiment: Comparable-store sales were roughly flat to slightly positive (reports cite a +0.3% comp and overall sales growth ~3.3%), showing the core customer base remains resilient even as discretionary spending softens. Zacks
• Neutral Sentiment: The company filed its formal Q4/FY2025 release and provided a FY2026 outlook (slides and call available) — investors should review management’s guidance and assumptions for margins, tariffs, and delivery costs to judge near‑term risk. Business Wire
• Neutral Sentiment: Full earnings‑call transcript and management comments are available for deeper read — useful for parsing expectations on inventory, promotions, and capital allocation. Seeking Alpha
• Negative Sentiment: Tractor Supply reported Q4 EPS of $0.43 vs. consensus ~$0.46 and revenue of $3.90B vs. ~$4.03B — the top- and bottom-line misses are the primary driver of the selloff. Zacks
• Negative Sentiment: Management flagged margin pressure from tariffs, higher delivery costs and a pullback in discretionary spending — that combination raises near‑term margin risk and could pressure FY2026 profit expectations. Benzinga
• Negative Sentiment: Market reaction: shares slid sharply in morning trading after the release and commentary, with volume well above average as investors reassess near‑term growth and margin assumptions. MSN

Tractor Supply Trading Down 7.6%

NASDAQ TSCO opened at $50.96 on Friday. The company has a market capitalization of $26.93 billion, a price-to-earnings ratio of 24.50, a price-to-earnings-growth ratio of 2.58 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 12 month low of $46.85 and a 12 month high of $63.99. The company’s fifty day moving average price is $52.34 and its two-hundred day moving average price is $55.73.

Tractor Supply (NASDAQ:TSCO) last released its 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). The company had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $4.03 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%. As a group, research analysts predict that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Monday, November 24th were issued a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, November 24th. Tractor Supply’s payout ratio is 44.23%.

Tractor Supply Company 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.