Tractor Supply (NASDAQ:TSCO) EVP Sells $3,228,022.35 in Stock

Tractor Supply Company (NASDAQ:TSCO) EVP Jonathan Estep sold 59,745 shares of the company’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 80,931 shares of the company’s stock, valued at approximately $4,372,701.93. The trade was a 42.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $55.03 on Friday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.16 and a current ratio of 1.34. The stock has a market capitalization of $29.08 billion, a PE ratio of 26.58, a P/E/G ratio of 2.76 and a beta of 0.74. Tractor Supply Company has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The company has a fifty day moving average of $52.36 and a two-hundred day moving average of $55.42.

Tractor Supply (NASDAQ:TSCO) last released 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). 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 for the quarter, compared to analyst estimates of $4.03 billion. During the same quarter last year, the company earned $0.44 EPS. The firm’s revenue for the quarter was up 3.3% on a year-over-year basis. As a group, research analysts forecast that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The company also recently announced 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 represents a $0.96 annualized dividend and a yield of 1.7%. This is a positive change from Tractor Supply’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Tuesday, February 24th. Tractor Supply’s dividend payout ratio is 44.44%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. boosted its position in shares of Tractor Supply by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 67,679,109 shares of the specialty retailer’s stock worth $3,571,427,000 after purchasing an additional 1,047,687 shares in the last quarter. Wellington Management Group LLP boosted its holdings in Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after buying an additional 420,731 shares in the last quarter. Capital International Investors grew its position in Tractor Supply by 3.9% during the fourth quarter. Capital International Investors now owns 24,279,046 shares of the specialty retailer’s stock worth $1,214,390,000 after buying an additional 902,659 shares during the period. State Street Corp increased its holdings in Tractor Supply by 0.7% in the fourth quarter. State Street Corp now owns 23,051,776 shares of the specialty retailer’s stock valued at $1,152,819,000 after buying an additional 162,774 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in Tractor Supply by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 15,873,514 shares of the specialty retailer’s stock valued at $791,703,000 after buying an additional 184,457 shares in the last quarter. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Key Tractor Supply News

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.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Evercore reissued an “outperform” rating and set a $60.00 price target on shares of Tractor Supply in a report on Friday, January 30th. Piper Sandler lowered their target price on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Mizuho cut their price target on Tractor Supply from $65.00 to $58.00 and set an “outperform” rating for the company in a research note on Friday, January 30th. Zacks Research lowered shares of Tractor Supply from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. Finally, Gordon Haskett cut shares of Tractor Supply from an “accumulate” rating to a “hold” rating and dropped their price objective for the company from $57.00 to $50.00 in a research note on Thursday, January 8th. Fifteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price 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.