AG2R LA Mondiale Gestion D Actifs Makes New $1.37 Million Investment in Tractor Supply Company $TSCO

Key Points

• AG2R LA Mondiale Gestion D Actifs made a new investment in Tractor Supply Company, acquiring 24,863 shares valued at $1.37 million in the first quarter.
• Tractor Supply recently reported $0.81 earnings per share, exceeding analysts' expectations, with a 4.5% year-over-year revenue increase to $4.44 billion.
• The company's quarterly dividend of $0.23 per share reflects an annualized yield of 1.5%, with a current dividend payout ratio of 45.10%.

AG2R LA Mondiale Gestion D Actifs acquired a new position in Tractor Supply Company (NASDAQ:TSCO - Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 24,863 shares of the specialty retailer's stock, valued at approximately $1,370,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in TSCO. Bison Wealth LLC raised its position in shares of Tractor Supply by 356.1% in the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer's stock valued at $341,000 after buying an additional 5,017 shares in the last quarter. Janus Henderson Group PLC raised its position in shares of Tractor Supply by 423.4% in the 4th quarter. Janus Henderson Group PLC now owns 76,194 shares of the specialty retailer's stock valued at $4,044,000 after buying an additional 61,637 shares in the last quarter. Lazard Asset Management LLC raised its position in shares of Tractor Supply by 146.3% in the 4th quarter. Lazard Asset Management LLC now owns 21,630 shares of the specialty retailer's stock valued at $1,146,000 after buying an additional 12,847 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Tractor Supply by 161.3% in the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 57,565 shares of the specialty retailer's stock valued at $3,054,000 after buying an additional 35,537 shares in the last quarter. Finally, OMERS ADMINISTRATION Corp raised its position in shares of Tractor Supply by 503.1% in the 4th quarter. OMERS ADMINISTRATION Corp now owns 22,605 shares of the specialty retailer's stock valued at $1,199,000 after buying an additional 18,857 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Tractor Supply Trading Up 1.0%

TSCO opened at $60.61 on Friday. 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 debt-to-equity ratio of 0.68, a current ratio of 1.28 and a quick ratio of 0.16. The firm has a market capitalization of $32.12 billion, a price-to-earnings ratio of 29.74, a PEG ratio of 3.08 and a beta of 0.76. The company's 50 day moving average price is $59.40 and its two-hundred day moving average price is $54.51.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.80 by $0.01. Tractor Supply had a net margin of 7.18% and a return on equity of 46.83%. The firm had revenue of $4.44 billion for the quarter, compared to analyst estimates of $4.40 billion. During the same period in the previous year, the firm posted $3.93 EPS. The company's revenue for the quarter was up 4.5% compared to the same quarter last year. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. As a group, research analysts predict that Tractor Supply Company will post 2.17 earnings per share for the current year.

Tractor Supply Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 9th. Stockholders of record on Monday, August 25th were paid a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, August 25th. Tractor Supply's dividend payout ratio is currently 45.10%.

Insider Buying and Selling

In other news, SVP Noni L. Ellison sold 5,200 shares of the company's stock in a transaction on Thursday, July 24th. The shares were sold at an average price of $63.96, for a total value of $332,592.00. Following the sale, the senior vice president directly owned 28,639 shares of the company's stock, valued at approximately $1,831,750.44. This represents a 15.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Denise L. Jackson sold 1,165 shares of the company's stock in a transaction on Tuesday, July 22nd. The shares were sold at an average price of $58.50, for a total transaction of $68,152.50. Following the completion of the sale, the director directly owned 31,123 shares in the company, valued at approximately $1,820,695.50. This represents a 3.61% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 204,680 shares of company stock worth $12,071,552. Corporate insiders own 0.65% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Wall Street Zen upgraded shares of Tractor Supply from a "sell" rating to a "hold" rating in a research report on Saturday, July 26th. DA Davidson lifted their price target on shares of Tractor Supply from $65.00 to $70.00 and gave the company a "buy" rating in a report on Friday, July 25th. Bank of America raised shares of Tractor Supply from an "underperform" rating to a "buy" rating and set a $70.00 price target on the stock in a report on Thursday, July 24th. Piper Sandler lifted their price target on shares of Tractor Supply from $66.00 to $67.00 and gave the company an "overweight" rating in a report on Friday, July 25th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating on shares of Tractor Supply in a report on Friday, July 25th. Thirteen equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $61.80.

Tractor Supply Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.

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