Alps Advisors Inc. Sells 45,045 Shares of Tractor Supply Company $TSCO

Alps Advisors Inc. trimmed its position in shares of Tractor Supply Company (NASDAQ:TSCO) by 85.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,524 shares of the specialty retailer’s stock after selling 45,045 shares during the period. Alps Advisors Inc.’s holdings in Tractor Supply were worth $428,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Canada Post Corp Registered Pension Plan grew its stake in Tractor Supply by 25.1% in the third quarter. Canada Post Corp Registered Pension Plan now owns 10,330 shares of the specialty retailer’s stock worth $586,000 after purchasing an additional 2,070 shares in the last quarter. Eukles Asset Management lifted its holdings in shares of Tractor Supply by 1.4% in the 3rd quarter. Eukles Asset Management now owns 16,773 shares of the specialty retailer’s stock worth $954,000 after buying an additional 236 shares during the period. RMR Wealth Builders bought a new position in shares of Tractor Supply during the 3rd quarter worth $209,000. BI Asset Management Fondsmaeglerselskab A S increased its stake in shares of Tractor Supply by 2,356.5% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 971,595 shares of the specialty retailer’s stock valued at $55,255,000 after buying an additional 932,043 shares during the period. Finally, Savant Capital LLC raised its holdings in shares of Tractor Supply by 15.0% in the third quarter. Savant Capital LLC now owns 16,241 shares of the specialty retailer’s stock valued at $924,000 after acquiring an additional 2,113 shares in the last quarter. 98.72% of the stock is owned by hedge funds and other institutional investors.

Tractor Supply Price Performance

Shares of NASDAQ TSCO opened at $55.03 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.34 and a quick ratio of 0.16. The stock has a market capitalization of $29.08 billion, a price-to-earnings ratio of 26.58, a PEG ratio of 2.76 and a beta of 0.74. The firm’s 50 day simple moving average is $52.36 and its 200-day simple moving average is $55.42. Tractor Supply Company has a 12 month low of $46.85 and a 12 month high of $63.99.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly 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 business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. Tractor Supply’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.44 EPS. Analysts expect that Tractor Supply Company will post 2.17 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $0.24 dividend. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, February 24th. Tractor Supply’s payout ratio is currently 44.44%.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Board & capital return: Tractor Supply raised its quarterly dividend to $0.24 (a ~4.3% increase) and appointed Sonia Syngal to the board — a signal of shareholder return focus that typically supports income‑oriented buyers. Read More.
• Neutral Sentiment: Logistics strategy: Management is exploring final‑mile delivery capabilities to improve e‑commerce fulfillment. Potential long‑term upside for sales, but it requires investment and will take time to affect margins. Read More.
• Negative Sentiment: Analyst downgrades/estimates: Zacks Research issued multiple downward revisions to 2026–2028 quarterly and annual EPS forecasts and carries a “Strong Sell” stance — this increases downside risk to consensus expectations and can pressure the stock if other brokers follow. Read More.
• Negative Sentiment: Large insider selling: Two EVPs executed sizable mid‑February sales (Robert D. Mills sold ~62,950 shares; Jonathan S. Estep sold ~59,745 shares), a meaningful reduction in holdings that investors often view as bearish. SEC filings available for review. Read More. | Read More.
• Negative Sentiment: Additional insider sale: CFO Kurt Barton sold 1,884 shares (~$101k), a smaller but additive data point in the insider‑selling pattern. Read More.

Insider Activity

In other news, CFO Kurt D. Barton sold 1,884 shares of Tractor Supply stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total value of $101,378.04. Following the completion of the transaction, the chief financial officer owned 52,562 shares in the company, valued at approximately $2,828,361.22. This trade represents a 3.46% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Jonathan S. Estep sold 59,745 shares of Tractor Supply stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total value of $3,228,022.35. Following the sale, the executive vice president directly owned 80,931 shares of the company’s stock, valued at $4,372,701.93. This trade represents a 42.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 211,178 shares of company stock valued at $11,341,362 in the last ninety days. 0.65% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

TSCO has been the topic of a number of recent research reports. Stephens set a $53.00 price objective on Tractor Supply and gave the company an “equal weight” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group set a $59.00 price objective on shares of Tractor Supply and gave the stock a “buy” rating in a research report on Friday, January 30th. Zacks Research cut shares of Tractor Supply from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. Telsey Advisory Group lowered their target price on shares of Tractor Supply from $70.00 to $63.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Finally, Piper Sandler reduced their price target on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Fifteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $59.78.

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.