First National Bank of Omaha Takes Position in Tractor Supply Company $TSCO

Key Points

• First National Bank of Omaha initiated a Tractor Supply position by purchasing 83,165 shares valued at approximately $2.63 million. Institutional investors collectively own 98.72% of the company.
• Tractor Supply reported quarterly revenue of $4.54 billion and EPS of $0.81, narrowly missing analyst estimates, while revenue increased 2.3% year over year. The company maintained fiscal 2026 EPS guidance of $1.90–$2.00.
• The retailer declared a quarterly dividend of $0.24 per share, or $0.96 annually, representing a 2.7% yield. Analysts have a consensus “Hold” rating and a $39.31 price target, while insiders purchased more than $652,000 of shares in the last quarter.

First National Bank of Omaha bought a new stake 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 SEC. The fund bought 83,165 shares of the specialty retailer's stock, valued at approximately $2,629,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Garner Asset Management Corp bought a new stake in Tractor Supply during the fourth quarter worth approximately $25,000. Elevation Wealth Partners LLC lifted its position in Tractor Supply by 1,253.4% in the second quarter. Elevation Wealth Partners LLC now owns 785 shares of the specialty retailer's stock worth $25,000 after purchasing an additional 727 shares during the period. Reflection Asset Management bought a new position in Tractor Supply during the 4th quarter valued at $26,000. Core Wealth Advisors LLC bought a new position in Tractor Supply during the 4th quarter valued at $27,000. Finally, Community Financial Services Group LLC boosted its stake in Tractor Supply by 3,240.0% during the 2nd quarter. Community Financial Services Group LLC now owns 835 shares of the specialty retailer's stock valued at $27,000 after purchasing an additional 810 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply Stock Performance

Tractor Supply stock opened at $35.44 on Thursday. Tractor Supply Company has a fifty-two week low of $28.36 and a fifty-two week high of $62.89. The firm's 50 day simple moving average is $31.67 and its 200-day simple moving average is $38.83. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.33 and a quick ratio of 0.23. The company has a market cap of $18.59 billion, a P/E ratio of 18.46, a price-to-earnings-growth ratio of 11.29 and a beta of 0.47.

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 the consensus estimate of $0.82 by ($0.01). Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The firm had revenue of $4.54 billion during the quarter, compared to analysts' expectations of $4.58 billion. During the same quarter last year, the company posted $0.81 EPS. The firm's revenue was up 2.3% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, equities research analysts predict that Tractor Supply Company will post 1.93 EPS for the current year.

Tractor Supply Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Robert W. Baird dropped their price objective on Tractor Supply from $50.00 to $38.00 and set an "outperform" rating on the stock in a research note on Monday, July 20th. Wolfe Research set a $34.00 target price on Tractor Supply in a research note on Thursday, July 16th. Piper Sandler set a $31.00 target price on Tractor Supply and gave the stock a "neutral" rating in a report on Friday, July 24th. Wall Street Zen lowered Tractor Supply from a "hold" rating to a "sell" rating in a report on Sunday, July 12th. Finally, Argus set a $41.00 price target on shares of Tractor Supply in a research report on Tuesday, July 28th. Thirteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, Tractor Supply presently has a consensus rating of "Hold" and a consensus target price of $39.31.

Insider Activity

In other Tractor Supply news, CEO Harry A. Lawton III purchased 15,600 shares of the stock in a transaction dated Tuesday, August 4th. The shares were acquired at an average price of $32.15 per share, for a total transaction of $501,540.00. Following the completion of the acquisition, the chief executive officer owned 15,600 shares of the company's stock, valued at $501,540. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Andre J. Hawaux purchased 3,150 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The shares were acquired at an average cost of $31.83 per share, for a total transaction of $100,264.50. Following the completion of the transaction, the director directly owned 3,150 shares of the company's stock, valued at $100,264.50. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired 20,310 shares of company stock worth $652,411 over the last quarter. Corporate insiders own 0.64% of the company's stock.

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.

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