Benjamin Edwards Inc. Has $41.16 Million Stock Position in Tractor Supply Company $TSCO

Key Points

• Benjamin Edwards Inc. trimmed its stake in Tractor Supply by 19.7% in Q4 to 823,008 shares worth $41.16 million, representing about 0.16% ownership.
• Insiders have been net sellers: EVPs Colin Yankee and Robert D. Mills sold 11,170 and 62,950 shares respectively, and insiders disposed of 222,348 shares (~$11.96M) over the past 90 days (insiders now own 0.64%).
• Analysts have cut price targets (examples: Telsey to $52, Citigroup to $46, TD Cowen to $38) leaving a consensus "Moderate Buy" with a $47.96 target, after Tractor Supply missed quarterly EPS/revenue and set FY2026 guidance of $2.13–$2.23.

Benjamin Edwards Inc. reduced its stake in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 19.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 823,008 shares of the specialty retailer's stock after selling 202,310 shares during the quarter. Benjamin Edwards Inc. owned 0.16% of Tractor Supply worth $41,158,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Aventura Private Wealth LLC acquired a new stake in shares of Tractor Supply during the 4th quarter worth $27,000. JPL Wealth Management LLC acquired a new stake in shares of Tractor Supply during the 3rd quarter worth $28,000. Flagship Harbor Advisors LLC acquired a new stake in shares of Tractor Supply during the 4th quarter worth $35,000. First Horizon Corp acquired a new stake in shares of Tractor Supply during the 3rd quarter worth $44,000. Finally, Stance Capital LLC acquired a new stake in shares of Tractor Supply during the 3rd quarter worth $45,000. 98.72% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Tractor Supply

In related news, EVP Colin Yankee sold 11,170 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $55.35, for a total transaction of $618,259.50. Following the completion of the sale, the executive vice president owned 45,515 shares of the company's stock, valued at $2,519,255.25. This trade represents a 19.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Robert D. Mills sold 62,950 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 of the company's stock, valued at $6,647,776.08. This represents a 33.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 222,348 shares of company stock valued at $11,959,621 over the last ninety days. Insiders own 0.64% of the company's stock.

Analyst Ratings Changes

Several research firms recently weighed in on TSCO. Telsey Advisory Group reduced their price objective on Tractor Supply from $63.00 to $52.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 22nd. Citigroup reduced their price objective on Tractor Supply from $55.00 to $46.00 and set a "buy" rating on the stock in a research note on Thursday, April 23rd. TD Cowen reaffirmed a "hold" rating and issued a $38.00 price objective (down from $53.00) on shares of Tractor Supply in a research note on Monday, April 27th. Evercore reduced their price objective on Tractor Supply from $55.00 to $50.00 and set an "outperform" rating on the stock in a research note on Thursday, April 23rd. Finally, Morgan Stanley reduced their price objective on Tractor Supply from $57.00 to $45.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 22nd. Fifteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $47.96.

Tractor Supply Price Performance

Shares of TSCO opened at $33.83 on Friday. The business has a 50-day moving average of $45.80 and a 200-day moving average of $50.67. Tractor Supply Company has a 1 year low of $33.65 and a 1 year high of $63.99. The company has a market capitalization of $17.79 billion, a price-to-earnings ratio of 16.58, a price-to-earnings-growth ratio of 1.94 and a beta of 0.51. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.04). Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The business had revenue of $3.59 billion for the quarter, compared to analyst estimates of $3.64 billion. During the same period in the prior year, the business earned $0.34 EPS. The company's revenue for the quarter was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, equities research analysts anticipate that Tractor Supply Company will post 2.15 earnings per share for the current year.

Tractor Supply Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a dividend of $0.24 per share. This is an increase from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 24th. Tractor Supply's payout ratio is 47.06%.

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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