Threadgill Financial LLC Has $3.08 Million Position in Tractor Supply Company $TSCO

Key Points

• Threadgill Financial LLC has increased its stake in Tractor Supply Company by 48.9%, owning 58,317 shares, which represent 1.6% of its overall portfolio.
• Tractor Supply reported $0.81 earnings per share for the last quarter, exceeding analysts' expectations and contributing to a 4.5% year-over-year revenue growth.
• The company's stock has seen a target price increase from analysts, with most expecting a consensus price target of $61.80 and a strong Buy rating.

Threadgill Financial LLC raised its position in Tractor Supply Company (NASDAQ:TSCO - Free Report) by 48.9% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 58,317 shares of the specialty retailer's stock after buying an additional 19,144 shares during the quarter. Tractor Supply comprises about 1.6% of Threadgill Financial LLC's holdings, making the stock its 22nd largest position. Threadgill Financial LLC's holdings in Tractor Supply were worth $3,077,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in TSCO. Bison Wealth LLC raised its holdings in Tractor Supply by 356.1% in the fourth 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 during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Tractor Supply by 161.3% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 57,565 shares of the specialty retailer's stock valued at $3,054,000 after acquiring an additional 35,537 shares during the period. Toronto Dominion Bank raised its stake in shares of Tractor Supply by 371.9% during the fourth quarter. Toronto Dominion Bank now owns 191,480 shares of the specialty retailer's stock valued at $10,160,000 after purchasing an additional 150,905 shares in the last quarter. Tidal Investments LLC raised its position in Tractor Supply by 2.8% in the fourth quarter. Tidal Investments LLC now owns 97,840 shares of the specialty retailer's stock worth $5,191,000 after acquiring an additional 2,668 shares in the last quarter. Finally, Twinbeech Capital LP increased its stake in Tractor Supply by 1,335.3% in the 4th quarter. Twinbeech Capital LP now owns 29,610 shares of the specialty retailer's stock worth $1,571,000 after purchasing an additional 27,547 shares in the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TSCO shares. Evercore ISI boosted their target price on Tractor Supply from $60.00 to $65.00 and gave the stock an "in-line" rating in a report on Friday, July 25th. Wolfe Research started coverage on Tractor Supply in a report on Thursday. They set an "outperform" rating and a $70.00 target price on the stock. UBS Group upped their price target on Tractor Supply from $54.00 to $61.00 and gave the company a "neutral" rating in a research note on Friday, July 25th. Telsey Advisory Group set a $70.00 price objective on Tractor Supply in a report on Friday, July 25th. Finally, Piper Sandler boosted their price target on Tractor Supply from $66.00 to $67.00 and gave the stock an "overweight" rating in a research report on Friday, July 25th. Fourteen research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $62.19.

Tractor Supply Stock Performance

TSCO traded down $0.21 on Friday, reaching $59.66. The company had a trading volume of 6,769,867 shares, compared to its average volume of 4,013,089. The company has a quick ratio of 0.16, a current ratio of 1.28 and a debt-to-equity ratio of 0.68. The stock has a market capitalization of $31.62 billion, a PE ratio of 29.27, a P/E/G ratio of 3.06 and a beta of 0.76. Tractor Supply Company has a 1 year low of $46.85 and a 1 year high of $63.99. The stock has a 50-day moving average price of $59.64 and a 200-day moving average price of $54.67.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last announced its quarterly earnings data on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.01. Tractor Supply had a net margin of 7.18% and a return on equity of 46.83%. The business had revenue of $4.44 billion for the quarter, compared to the consensus estimate of $4.40 billion. During the same quarter in the prior year, the firm posted $3.93 earnings per share. The company's quarterly revenue 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 forecast that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

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

Insiders Place Their Bets

In other Tractor Supply news, SVP Noni L. Ellison sold 5,200 shares of the business'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 owned 28,639 shares of the company's stock, valued at $1,831,750.44. The trade was a 15.37% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Kurt D. Barton sold 90,000 shares of the company's stock in a transaction dated Thursday, July 24th. The shares were sold at an average price of $63.96, for a total transaction of $5,756,400.00. Following the transaction, the chief financial officer owned 47,715 shares in the company, valued at approximately $3,051,851.40. The trade was a 65.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 204,680 shares of company stock valued at $12,071,552 in the last three months. Company insiders own 0.65% of the company's stock.

About Tractor Supply

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.