Cibc World Market Inc. Sells 15,370 Shares of Tractor Supply Company $TSCO

Cibc World Market Inc. decreased its position in Tractor Supply Company (NASDAQ:TSCO) by 9.2% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 151,876 shares of the specialty retailer’s stock after selling 15,370 shares during the period. Cibc World Market Inc.’s holdings in Tractor Supply were worth $8,637,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Caprock Group LLC acquired a new stake in shares of Tractor Supply in the third quarter valued at about $3,336,000. Advisors Asset Management Inc. lifted its holdings in Tractor Supply by 1.0% during the 3rd quarter. Advisors Asset Management Inc. now owns 176,262 shares of the specialty retailer’s stock valued at $10,024,000 after purchasing an additional 1,708 shares during the last quarter. Stratos Wealth Partners LTD. boosted its holdings in shares of Tractor Supply by 20.0% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 119,308 shares of the specialty retailer’s stock worth $6,785,000 after buying an additional 19,875 shares during the period. Liberty Capital Management Inc. boosted its holdings in shares of Tractor Supply by 1.3% during the third quarter. Liberty Capital Management Inc. now owns 59,459 shares of the specialty retailer’s stock worth $3,381,000 after acquiring an additional 781 shares during the period. Finally, MQS Management LLC acquired a new position in Tractor Supply in the 3rd quarter valued at $317,000. Institutional investors and hedge funds own 98.72% of the company’s stock.

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.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TSCO. Wolfe Research reaffirmed an “outperform” rating and set a $57.00 target price on shares of Tractor Supply in a report on Friday, January 30th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Tractor Supply in a research report on Monday, December 29th. Stephens set a $53.00 price target on Tractor Supply and gave the company an “equal weight” rating in a research report on Thursday, January 22nd. Morgan Stanley lowered their target price on shares of 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. Finally, Zacks Research lowered Tractor Supply from a “hold” rating to a “strong sell” rating in a research note on Monday, February 2nd. Fifteen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $59.78.

Insider Transactions at Tractor Supply

In other Tractor Supply news, EVP Robert D. Mills sold 62,950 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 122,834 shares in the company, valued at $6,647,776.08. This represents a 33.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kurt D. Barton sold 1,884 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $53.81, for a total transaction of $101,378.04. Following the transaction, the chief financial officer owned 52,562 shares of the company’s stock, valued at $2,828,361.22. This trade represents a 3.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 211,178 shares of company stock valued at $11,341,362. Corporate insiders own 0.65% of the company’s stock.

Tractor Supply Stock Performance

Shares of TSCO stock opened at $55.03 on Friday. Tractor Supply Company has a one year low of $46.85 and a one year high of $63.99. The firm has a 50-day moving average of $52.36 and a 200-day moving average of $55.44. 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 company has a market cap of $29.08 billion, a P/E ratio of 26.58, a P/E/G ratio of 2.73 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last released 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). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The business had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $4.03 billion. During the same period in the prior year, the company earned $0.44 earnings per share. The business’s revenue was up 3.3% on a year-over-year basis. Equities research analysts forecast that Tractor Supply Company will post 2.17 EPS 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 issued a $0.24 dividend. This is a boost from Tractor Supply’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.7%. Tractor Supply’s payout ratio is presently 44.44%.

Tractor Supply 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.