Running Oak Capital LLC Cuts Position in Tractor Supply Company $TSCO

Running Oak Capital LLC decreased its position in Tractor Supply Company (NASDAQ:TSCO) by 5.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 286,768 shares of the specialty retailer’s stock after selling 17,645 shares during the quarter. Running Oak Capital LLC owned 0.05% of Tractor Supply worth $16,308,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bison Wealth LLC lifted its position in shares of 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 last quarter. Woodline Partners LP boosted its position in shares of Tractor Supply by 40.7% during the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock worth $2,487,000 after acquiring an additional 13,051 shares in the last quarter. Intech Investment Management LLC increased its holdings in shares of Tractor Supply by 26.9% in the 1st quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock valued at $1,442,000 after acquiring an additional 5,542 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Tractor Supply by 7.5% in the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 71,553 shares of the specialty retailer’s stock valued at $3,776,000 after acquiring an additional 5,023 shares during the last quarter. Finally, Stock Yards Bank & Trust Co. acquired a new stake in shares of Tractor Supply during the 2nd quarter worth about $356,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on TSCO. Guggenheim reaffirmed a “buy” rating and issued a $65.00 price target on shares of Tractor Supply in a report on Thursday, January 22nd. DA Davidson restated a “buy” rating and set a $60.00 price objective on shares of Tractor Supply in a research report on Friday. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $65.00 target price on shares of Tractor Supply in a research report on Thursday, October 23rd. Mizuho cut their target price on Tractor Supply from $65.00 to $58.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, Telsey Advisory Group reduced their target price on Tractor Supply from $70.00 to $63.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Fifteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $59.78.

Tractor Supply News Summary

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

• Positive Sentiment: Tractor Supply is listed among the retailers planning the most store openings in 2026, which supports growth and footprint expansion narratives for TSCO. Here are the retailers with the most store openings and closures planned for 2026
• Positive Sentiment: DA Davidson reiterated a “Buy” rating on TSCO, providing continued analyst support for the stock. Tractor Supply’s (TSCO) “Buy” Rating Reiterated at DA Davidson
• Neutral Sentiment: Argus trimmed its price target from $67 to $64 but kept a Buy rating — the target still implies meaningful upside versus the current share level, making this a mixed signal. Analyst Report: Tractor Supply Co. (Argus coverage)
• Neutral Sentiment: A broader analyst report was posted on Yahoo Finance (coverage/notes available), but it did not introduce a clear new catalyst beyond ongoing analyst commentary. Analyst Report: Tractor Supply Co.
• Negative Sentiment: TD Cowen cut its price target to $53, which is near the current share level and represents bearish near‑term pressure. TD Cowen Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $53.00
• Negative Sentiment: Jefferies lowered its target to $60, reducing upside vs. prior expectations. Jefferies Financial Group Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $60.00
• Negative Sentiment: Morgan Stanley trimmed its target to $57, another downward revision from a major shop. Morgan Stanley Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $57.00
• Negative Sentiment: Piper Sandler reduced its price target to $59, signaling more cautious near‑term expectations. Piper Sandler Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $59.00
• Negative Sentiment: Mizuho cut its target to $58, adding to the cluster of downward revisions from sell‑side firms. Mizuho Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $58.00

Tractor Supply Price Performance

Shares of TSCO opened at $52.98 on Tuesday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.16 and a current ratio of 1.34. Tractor Supply Company has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The firm has a 50-day simple moving average of $52.30 and a 200-day simple moving average of $55.65. The company has a market capitalization of $27.99 billion, a price-to-earnings ratio of 25.59, a price-to-earnings-growth ratio of 2.54 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate 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 during the quarter, compared to analyst estimates of $4.03 billion. During the same quarter last year, the firm earned $0.44 EPS. The business’s revenue was up 3.3% on a year-over-year basis. On average, equities research analysts anticipate that Tractor Supply Company will post 2.17 earnings per share for the current 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 paid a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Monday, November 24th. Tractor Supply’s payout ratio is 44.44%.

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.