Tractor Supply Company $TSCO Position Increased by Jones Financial Companies Lllp

Jones Financial Companies Lllp raised its stake in Tractor Supply Company (NASDAQ:TSCO) by 11.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 564,921 shares of the specialty retailer’s stock after buying an additional 59,151 shares during the period. Jones Financial Companies Lllp owned approximately 0.11% of Tractor Supply worth $31,932,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Invesco Ltd. increased its stake in Tractor Supply by 123.4% in the 2nd quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock worth $795,735,000 after purchasing an additional 8,329,462 shares in the last quarter. Norges Bank purchased a new stake in Tractor Supply during the second quarter valued at about $274,959,000. Select Equity Group L.P. boosted its holdings in shares of Tractor Supply by 41.9% in the second quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer’s stock worth $670,887,000 after buying an additional 3,753,414 shares during the period. AXA S.A. increased its position in shares of Tractor Supply by 418.2% in the second quarter. AXA S.A. now owns 2,459,895 shares of the specialty retailer’s stock worth $129,809,000 after acquiring an additional 1,985,168 shares in the last quarter. Finally, Soundwatch Capital LLC purchased a new position in shares of Tractor Supply in the second quarter worth approximately $81,025,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on TSCO shares. Weiss Ratings restated a “hold (c+)” rating on shares of Tractor Supply in a research report on Monday, December 29th. Mizuho cut their target price on shares of Tractor Supply from $65.00 to $58.00 and set an “outperform” rating on the stock in a research note on Friday. Stephens set a $53.00 target price on Tractor Supply and gave the company an “equal weight” rating in a report on Thursday, January 22nd. Robert W. Baird lifted their price target on Tractor Supply from $65.00 to $67.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Finally, 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. Fifteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $59.78.

Key Tractor Supply News

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 Trading Up 4.1%

NASDAQ TSCO opened at $52.98 on Tuesday. The company has a current ratio of 1.34, a quick ratio of 0.16 and a debt-to-equity ratio of 0.70. Tractor Supply Company has a 1-year low of $46.85 and a 1-year high of $63.99. The firm’s fifty day simple moving average is $52.30 and its 200-day simple moving average is $55.65. The company has a market capitalization of $27.99 billion, a PE 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 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 firm had revenue of $3.90 billion during the quarter, compared to analyst estimates of $4.03 billion. Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The business’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.44 earnings per share. As a group, sell-side analysts anticipate that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Monday, November 24th were paid a $0.23 dividend. The ex-dividend date was Monday, November 24th. This represents a $0.92 dividend on an annualized basis and a yield of 1.7%. Tractor Supply’s payout ratio is 44.44%.

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.