Atria Investments Inc Cuts Holdings in Tractor Supply Company $TSCO

Atria Investments Inc lowered its position in Tractor Supply Company (NASDAQ:TSCO) by 14.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 91,172 shares of the specialty retailer’s stock after selling 15,038 shares during the period. Atria Investments Inc’s holdings in Tractor Supply were worth $5,185,000 at the end of the most recent quarter.

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

Tractor Supply News Summary

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 Tractor Supply news, CFO Kurt D. Barton sold 1,884 shares of Tractor Supply stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total value of $101,378.04. Following the sale, the chief financial officer owned 52,562 shares in the company, valued at $2,828,361.22. The trade was a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Harry A. Lawton III sold 84,670 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total value of $4,501,057.20. Following the completion of the transaction, the chief executive officer directly owned 606,842 shares in the company, valued at approximately $32,259,720.72. This trade represents a 12.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 211,178 shares of company stock worth $11,341,362. Corporate insiders own 0.65% of the company’s stock.

Tractor Supply Stock Performance

Shares of Tractor Supply stock opened at $55.03 on Friday. The business’s 50 day moving average price is $52.36 and its 200 day moving average price is $55.42. The company has a market cap 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 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 one year low of $46.85 and a one year high of $63.99.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The company had revenue of $3.90 billion during the quarter, compared to analyst estimates of $4.03 billion. During the same period last year, the business earned $0.44 earnings per share. The firm’s revenue was up 3.3% compared to the same quarter last year. On average, research analysts predict that Tractor Supply Company will post 2.17 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 1.7%. The ex-dividend date is Tuesday, February 24th. This is a positive change from Tractor Supply’s previous quarterly dividend of $0.23. Tractor Supply’s dividend payout ratio (DPR) is presently 44.44%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on TSCO shares. JPMorgan Chase & Co. reduced their price target on shares of Tractor Supply from $62.00 to $59.00 and set a “neutral” rating for the company in a research report on Friday, January 30th. Robert W. Baird boosted their price objective on Tractor Supply from $65.00 to $67.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Guggenheim restated a “buy” rating and issued a $65.00 target price on shares of Tractor Supply in a research report on Thursday, January 22nd. Argus lowered their price target on Tractor Supply from $67.00 to $64.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Finally, Morgan Stanley reduced their price objective on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a research note on Friday, January 30th. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $59.78.

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.