Bank of New York Mellon Corp Lowers Stock Holdings in Tractor Supply Company $TSCO

Bank of New York Mellon Corp lessened its stake in shares of Tractor Supply Company (NASDAQ:TSCO) by 1.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,489,460 shares of the specialty retailer’s stock after selling 54,662 shares during the quarter. Bank of New York Mellon Corp owned about 0.66% of Tractor Supply worth $198,446,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Buckhead Capital Management LLC boosted its holdings in shares of Tractor Supply by 310.3% in the third quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock valued at $2,096,000 after acquiring an additional 27,878 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in Tractor Supply by 6.4% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 130,035 shares of the specialty retailer’s stock valued at $6,862,000 after purchasing an additional 7,871 shares during the period. Thrivent Financial for Lutherans boosted its holdings in Tractor Supply by 45.2% in the 2nd quarter. Thrivent Financial for Lutherans now owns 149,323 shares of the specialty retailer’s stock valued at $7,880,000 after purchasing an additional 46,471 shares in the last quarter. Bison Wealth LLC increased its position in Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after purchasing an additional 5,017 shares during the period. Finally, Congress Asset Management Co. lifted its holdings in shares of Tractor Supply by 5.3% in the 3rd quarter. Congress Asset Management Co. now owns 1,079,186 shares of the specialty retailer’s stock valued at $61,373,000 after buying an additional 54,716 shares during the period. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Tractor Supply News Summary

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

Tractor Supply Trading Down 0.2%

Shares of TSCO opened at $50.88 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.14. Tractor Supply Company has a 1-year low of $46.85 and a 1-year high of $63.99. The stock has a market cap of $26.89 billion, a price-to-earnings ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74. The firm has a 50 day simple moving average of $52.30 and a 200-day simple moving average of $55.68.

Tractor Supply (NASDAQ:TSCO) last announced its earnings results on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $4.03 billion. During the same quarter last year, the company posted $0.44 EPS. Tractor Supply’s quarterly revenue was up 3.3% compared to the same quarter last year. Equities analysts forecast that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

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 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 1.8%. Tractor Supply’s payout ratio is 44.44%.

Analyst Ratings Changes

Several research firms have issued reports on TSCO. Jefferies Financial Group cut their price objective on Tractor Supply from $63.00 to $60.00 and set a “buy” rating for the company in a research report on Friday. Wolfe Research reiterated an “outperform” rating and issued a $57.00 price target on shares of Tractor Supply in a report on Friday. Mizuho decreased their price objective on shares of Tractor Supply from $65.00 to $58.00 and set an “outperform” rating on the stock in a report on Friday. Guggenheim reaffirmed a “buy” rating and issued a $65.00 target price on shares of Tractor Supply in a report on Thursday, January 22nd. Finally, Evercore ISI reiterated an “outperform” rating and set a $60.00 price target on shares of Tractor Supply in a research report on Friday. Fourteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Tractor Supply currently has a consensus rating of “Moderate Buy” and an average target price of $59.59.

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.