217,890 Shares in Tractor Supply Company $TSCO Acquired by Nykredit A S

Key Points

• Nykredit A S acquired 217,890 shares of Tractor Supply in the second quarter, valued at approximately $6.9 million. Institutional investors now own 98.72% of the company.
• Tractor Supply reported quarterly EPS of $0.81, slightly below the $0.82 consensus, while revenue of $4.54 billion also missed estimates. The company reaffirmed fiscal 2026 EPS guidance of $1.90–$2.00.
• The retailer declared a quarterly dividend of $0.24 per share, representing a 2.7% annualized yield. Analysts maintain a consensus “Hold” rating with an average price target of $39.31, while company insiders purchased more than 20,000 shares in the latest quarter.

Nykredit A S acquired a new position in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 217,890 shares of the specialty retailer's stock, valued at approximately $6,888,000.

A number of other hedge funds have also recently bought and sold shares of the company. Goldman Sachs Group Inc. raised its holdings in Tractor Supply by 6.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,121,526 shares of the specialty retailer's stock worth $156,108,000 after purchasing an additional 184,146 shares during the period. Nomura Asset Management Co. Ltd. grew its holdings in shares of Tractor Supply by 44.2% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 727,125 shares of the specialty retailer's stock valued at $36,364,000 after buying an additional 222,750 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Tractor Supply by 4.4% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,103,395 shares of the specialty retailer's stock valued at $56,086,000 after buying an additional 46,010 shares during the period. King Luther Capital Management Corp increased its position in shares of Tractor Supply by 1.6% in the 4th quarter. King Luther Capital Management Corp now owns 2,387,723 shares of the specialty retailer's stock valued at $119,410,000 after buying an additional 36,778 shares in the last quarter. Finally, IFP Advisors Inc increased its position in shares of Tractor Supply by 423.8% in the 2nd quarter. IFP Advisors Inc now owns 36,280 shares of the specialty retailer's stock valued at $1,147,000 after buying an additional 29,354 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply Price Performance

TSCO stock opened at $34.99 on Friday. The stock has a 50-day moving average price of $32.76 and a two-hundred day moving average price of $37.33. The stock has a market cap of $18.35 billion, a PE ratio of 18.22, a price-to-earnings-growth ratio of 3.77 and a beta of 0.48. The company has a current ratio of 1.33, a quick ratio of 0.23 and a debt-to-equity ratio of 0.83. Tractor Supply Company has a 1 year low of $28.36 and a 1 year high of $60.87.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 EPS for the quarter, missing analysts' consensus estimates of $0.82 by ($0.01). The firm had revenue of $4.54 billion during the quarter, compared to the consensus estimate of $4.58 billion. Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The business's revenue for the quarter was up 2.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.81 earnings per share. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Equities analysts forecast that Tractor Supply Company will post 1.93 EPS for the current fiscal year.

Tractor Supply Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Monday, August 24th will be paid a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Monday, August 24th. Tractor Supply's dividend payout ratio is currently 50.00%.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. TD Cowen reiterated a "hold" rating on shares of Tractor Supply in a report on Wednesday, July 15th. Citigroup restated a "buy" rating on shares of Tractor Supply in a report on Thursday, July 16th. Wall Street Zen lowered Tractor Supply from a "hold" rating to a "sell" rating in a research report on Sunday, July 12th. Guggenheim set a $40.00 price target on Tractor Supply and gave the stock a "buy" rating in a research report on Friday, July 24th. Finally, Argus set a $41.00 price objective on Tractor Supply in a report on Tuesday, July 28th. Thirteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and an average price target of $39.31.

Insider Activity

In related news, Director Edna Morris bought 1,560 shares of the company's stock in a transaction that occurred on Tuesday, August 4th. The shares were acquired at an average price of $32.44 per share, for a total transaction of $50,606.40. Following the completion of the acquisition, the director owned 279,720 shares of the company's stock, valued at approximately $9,074,116.80. The trade was a 0.56% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Andre Hawaux purchased 3,150 shares of Tractor Supply stock in a transaction that occurred on Monday, August 3rd. The shares were bought at an average cost of $31.83 per share, with a total value of $100,264.50. Following the completion of the transaction, the director directly owned 3,150 shares of the company's stock, valued at approximately $100,264.50. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased 20,310 shares of company stock worth $652,411 in the last quarter. Corporate insiders own 0.64% of the company's stock.

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.

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