Keybank National Association OH Has $26.88 Million Stake in Tractor Supply Company $TSCO

Keybank National Association OH lowered its position in shares of Tractor Supply Company (NASDAQ:TSCO) by 6.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 472,613 shares of the specialty retailer’s stock after selling 34,934 shares during the quarter. Keybank National Association OH owned about 0.09% of Tractor Supply worth $26,878,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Buckhead Capital Management LLC lifted its holdings in shares of Tractor Supply by 310.3% in the third quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock worth $2,096,000 after buying an additional 27,878 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in Tractor Supply by 6.4% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 130,035 shares of the specialty retailer’s stock worth $6,862,000 after acquiring an additional 7,871 shares during the last quarter. Thrivent Financial for Lutherans increased its position in shares of Tractor Supply by 45.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 149,323 shares of the specialty retailer’s stock valued at $7,880,000 after purchasing an additional 46,471 shares during the last quarter. Bison Wealth LLC grew its holdings in Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after purchasing an additional 5,017 shares during the last quarter. Finally, Congress Asset Management Co. grew its stake in shares of Tractor Supply by 5.3% during the third quarter. Congress Asset Management Co. now owns 1,079,186 shares of the specialty retailer’s stock valued at $61,373,000 after buying an additional 54,716 shares during the last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on TSCO shares. Piper Sandler reduced their price objective on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating on the stock in a report on Friday. Wells Fargo & Company restated an “overweight” rating and set a $65.00 target price on shares of Tractor Supply in a research note on Thursday, October 23rd. Morgan Stanley decreased their price target on shares of Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a report on Friday. 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. Finally, Jefferies Financial Group reduced their price target on Tractor Supply from $63.00 to $60.00 and set a “buy” rating for the company in a research report on Friday. Fourteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $59.59.

Tractor Supply News Roundup

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

Tractor Supply Stock Performance

Shares of Tractor Supply stock opened at $50.88 on Friday. The business’s fifty day simple moving average is $52.30 and its 200-day simple moving average is $55.68. The company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. Tractor Supply Company has a 52 week low of $46.85 and a 52 week high of $63.99. The firm has a market cap of $26.88 billion, a PE ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last posted its earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.03). The firm had revenue of $3.90 billion for 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%.Tractor Supply’s revenue was up 3.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.44 EPS. Equities analysts forecast that Tractor Supply Company will post 2.17 earnings per share for the current year.

Tractor Supply Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Monday, November 24th were issued a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Monday, November 24th. Tractor Supply’s dividend payout ratio is presently 44.44%.

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.