Tidal Investments LLC Increases Stock Position in Tractor Supply Company $TSCO

Key Points

• Tidal Investments increased its Tractor Supply position by 71.9% in the second quarter, adding 72,284 shares for a total holding of 172,799 shares valued at approximately $5.46 million. Institutional investors collectively own 98.72% of TSCO.
• Tractor Supply’s latest quarterly results slightly missed expectations, with EPS of $0.81 versus the $0.82 consensus and revenue of $4.54 billion versus $4.58 billion expected. Revenue nevertheless rose 2.3% year over year, and management issued fiscal 2026 EPS guidance of $1.90–$2.00.
• The company pays a quarterly dividend of $0.24, equivalent to an annualized $0.96 and a 2.9% yield. Analyst sentiment is mixed, with an overall “Hold” rating and an average price target of $39.31, while company insiders bought more than 20,000 shares over the past 90 days.

Tidal Investments LLC lifted its position in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 71.9% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 172,799 shares of the specialty retailer's stock after buying an additional 72,284 shares during the period. Tidal Investments LLC's holdings in Tractor Supply were worth $5,462,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in TSCO. JPL Wealth Management LLC acquired a new position in Tractor Supply in the third quarter valued at $28,000. Reflection Asset Management purchased a new position in shares of Tractor Supply in the 4th quarter worth about $26,000. Core Wealth Advisors LLC acquired a new position in shares of Tractor Supply in the 4th quarter valued at about $27,000. Bayban purchased a new stake in shares of Tractor Supply during the 4th quarter worth about $28,000. Finally, DV Equities LLC purchased a new stake in shares of Tractor Supply during the 4th quarter worth about $37,000. 98.72% of the stock is owned by hedge funds and other institutional investors.

Tractor Supply Price Performance

Shares of TSCO stock opened at $33.01 on Monday. The firm has a fifty day simple moving average of $33.00 and a 200-day simple moving average of $36.55. The company has a market capitalization of $17.31 billion, a PE ratio of 17.19, a price-to-earnings-growth ratio of 3.56 and a beta of 0.48. Tractor Supply Company has a twelve month low of $28.36 and a twelve month high of $60.85. The company has a current ratio of 1.33, a quick ratio of 0.23 and a debt-to-equity ratio of 0.83.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.01). The firm had revenue of $4.54 billion for the quarter, compared to analysts' expectations of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The business's quarterly revenue was up 2.3% on a year-over-year basis. During the same period last year, the firm earned $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Equities research analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Monday, August 24th were paid a $0.24 dividend. The ex-dividend date was Monday, August 24th. This represents a $0.96 annualized dividend and a dividend yield of 2.9%. Tractor Supply's payout ratio is 50.00%.

Wall Street Analysts Forecast Growth

TSCO has been the topic of several research reports. TD Cowen restated a "hold" rating on shares of Tractor Supply in a report on Wednesday, July 15th. DA Davidson decreased their price objective on shares of Tractor Supply from $50.00 to $40.00 and set a "buy" rating for the company in a research note on Monday, June 22nd. Barclays set a $35.00 price objective on shares of Tractor Supply and gave the stock an "equal weight" rating in a research report on Monday, July 13th. The Goldman Sachs Group restated a "buy" rating and set a $38.00 target price (down from $43.00) on shares of Tractor Supply in a report on Friday, July 24th. Finally, Weiss Ratings cut shares of Tractor Supply from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday. Thirteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $39.31.

Insider Activity at Tractor Supply

In other Tractor Supply news, CEO Harry Lawton, III purchased 15,600 shares of Tractor Supply stock in a transaction that occurred on Tuesday, August 4th. The stock was purchased at an average price of $32.15 per share, with a total value 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 approximately $501,540. This trade represents a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Andre Hawaux acquired 3,150 shares of the stock in a transaction on Monday, August 3rd. The shares were acquired at an average price of $31.83 per share, with a total value of $100,264.50. Following the purchase, the director owned 3,150 shares in the company, valued at $100,264.50. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders acquired 20,310 shares of company stock valued at $652,411. Insiders own 0.64% of the company's stock.

Tractor Supply Profile

Tractor Supply Company NASDAQ: TSCO is a specialty retailer serving the needs of recreational farmers, ranchers, homeowners, pet owners and other customers who live a rural lifestyle. The company operates Tractor Supply stores across the United States, offering products designed for agriculture, home improvement, outdoor living and animal care.

Its merchandise includes livestock and pet supplies, agricultural and lawn-and-garden equipment, tools, hardware, fencing, workwear, footwear, outdoor power equipment, seasonal goods and home products.

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