Alecta Tjanstepension Omsesidigt Sells 197,300 Shares of Tractor Supply Company $TSCO

Key Points

• Alecta Tjanstepension Omsesidigt sold 197,300 shares of Tractor Supply (a 7.6% reduction), leaving it with 2,405,200 shares (0.46% of the company) worth about $120.24 million at quarter-end.
• Tractor Supply missed quarterly estimates (EPS $0.31 vs. $0.35 consensus; revenue $3.59B vs. $3.64B) but set FY2026 guidance of $2.13–$2.23 EPS; the company recently raised its quarterly dividend to $0.24 (3.0% yield) and trades at a P/E of ~15.95 with a market cap near $17.1B.
• Insiders and analysts show mixed signals: insiders sold 137,678 shares (~$7.46M) in the last three months, institutional ownership is 98.72%, and analysts are split (14 Buy / 14 Hold) with a consensus target of $47.38, labeled a "Moderate Buy."

Alecta Tjanstepension Omsesidigt cut its holdings in Tractor Supply Company (NASDAQ:TSCO - Free Report) by 7.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,405,200 shares of the specialty retailer's stock after selling 197,300 shares during the quarter. Alecta Tjanstepension Omsesidigt owned 0.46% of Tractor Supply worth $120,236,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in TSCO. Financial Network Wealth Advisors LLC raised its stake in Tractor Supply by 8.0% during the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer's stock valued at $140,000 after buying an additional 182 shares during the last quarter. Field & Main Bank raised its stake in Tractor Supply by 1.1% during the 4th quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer's stock valued at $942,000 after buying an additional 200 shares during the last quarter. Oak Thistle LLC raised its stake in Tractor Supply by 0.9% during the 4th quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer's stock valued at $1,246,000 after buying an additional 215 shares during the last quarter. Vestmark Advisory Solutions Inc. raised its stake in Tractor Supply by 5.1% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 4,514 shares of the specialty retailer's stock valued at $257,000 after buying an additional 218 shares during the last quarter. Finally, Johnson Investment Counsel Inc. increased its stake in shares of Tractor Supply by 1.7% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 12,771 shares of the specialty retailer's stock worth $726,000 after purchasing an additional 219 shares in the last quarter. 98.72% of the stock is owned by institutional investors.

Tractor Supply Trading Down 0.5%

Shares of Tractor Supply stock opened at $32.53 on Thursday. The company has a market capitalization of $17.11 billion, a P/E ratio of 15.95, a P/E/G ratio of 1.88 and a beta of 0.51. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38. The company has a fifty day moving average of $44.97 and a 200 day moving average of $50.31. Tractor Supply Company has a fifty-two week low of $31.98 and a fifty-two week high of $63.99.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.35 by ($0.04). The firm had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The company's quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, sell-side analysts anticipate that Tractor Supply Company will post 2.14 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a $0.24 dividend. This is an increase from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Tuesday, February 24th. Tractor Supply's dividend payout ratio (DPR) is presently 47.06%.

Insider Transactions at Tractor Supply

In related news, EVP Jonathan S. Estep sold 59,745 shares of the business's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total value of $3,228,022.35. Following the sale, the executive vice president directly owned 80,931 shares in the company, valued at approximately $4,372,701.93. The trade was a 42.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Kurt D. Barton sold 1,884 shares of the business's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total value of $101,378.04. Following the completion of the sale, the chief financial officer owned 52,562 shares in the company, valued at $2,828,361.22. This represents a 3.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 137,678 shares of company stock valued at $7,458,564 over the last three months. Corporate insiders own 0.64% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. JPMorgan Chase & Co. reduced their price objective on Tractor Supply from $55.00 to $48.00 and set a "neutral" rating for the company in a research note on Wednesday, April 22nd. Jefferies Financial Group restated a "buy" rating and issued a $51.00 price objective on shares of Tractor Supply in a research note on Tuesday, April 21st. DA Davidson reduced their price objective on Tractor Supply from $60.00 to $50.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Piper Sandler lowered Tractor Supply from an "overweight" rating to a "neutral" rating and reduced their price objective for the stock from $51.00 to $36.00 in a research note on Tuesday. Finally, Wolfe Research restated an "outperform" rating and issued a $57.00 price objective on shares of Tractor Supply in a research note on Friday, January 30th. Fourteen analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $47.38.

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.

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