Tractor Supply (NASDAQ:TSCO) EVP Sells $3,406,854.00 in Stock

Tractor Supply Company (NASDAQ:TSCO) EVP Robert Mills sold 62,950 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total value of $3,406,854.00. Following the completion of the transaction, the executive vice president owned 122,834 shares in the company, valued at approximately $6,647,776.08. The trade was a 33.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Tractor Supply Price Performance

TSCO stock opened at $55.03 on Friday. The business has a 50 day moving average price of $52.36 and a 200 day moving average price of $55.42. The company has a quick ratio of 0.16, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The stock 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. Tractor Supply Company has a fifty-two week low of $46.85 and a fifty-two week high of $63.99.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings results on Thursday, January 29th. The specialty retailer reported $0.43 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.03). The company 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%. The business’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.44 earnings per share. Equities research analysts anticipate that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $0.24 per share. The ex-dividend date is Tuesday, February 24th. This represents a $0.96 annualized dividend and a yield of 1.7%. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. Tractor Supply’s dividend payout ratio (DPR) is 44.44%.

Tractor Supply News Roundup

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.

Hedge Funds Weigh In On Tractor Supply

Hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its position in 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 buying an additional 1,047,687 shares during the last quarter. Wellington Management Group LLP increased its stake in shares of 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 acquiring an additional 420,731 shares during the period. Capital International Investors raised its holdings 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 purchasing an additional 902,659 shares in the last quarter. State Street Corp lifted its position 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 purchasing an additional 162,774 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in Tractor Supply by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 15,873,514 shares of the specialty retailer’s stock valued at $791,703,000 after purchasing an additional 184,457 shares in the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Argus cut their target price on Tractor Supply from $67.00 to $64.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Robert W. Baird raised their price target on Tractor Supply from $65.00 to $67.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $65.00 price target on shares of Tractor Supply in a research report on Thursday, October 23rd. Wolfe Research reiterated an “outperform” rating and issued a $57.00 price target on shares of Tractor Supply in a research report on Friday, January 30th. Finally, Stephens set a $53.00 price objective on shares of Tractor Supply and gave the stock an “equal weight” rating in a research report on Thursday, January 22nd. Fifteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price 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.