Groupe la Francaise Grows Stock Holdings in Tractor Supply Company $TSCO

Key Points

• Groupe la Francaise increased its stake in Tractor Supply Company by 20.1%, owning 88,405 shares valued at approximately $4.79 million as of the latest filing.
• Tractor Supply recently reported EPS of $0.81 for the quarter, exceeding expectations, with revenues of $4.44 billion, an increase of 4.5% year-over-year.
• The company announced a quarterly dividend of $0.23 per share, reflecting a 1.5% yield, with a payout ratio of 45.10%.

Groupe la Francaise lifted its stake in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 20.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,405 shares of the specialty retailer's stock after purchasing an additional 14,810 shares during the period. Groupe la Francaise's holdings in Tractor Supply were worth $4,788,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Coppell Advisory Solutions LLC lifted its holdings in Tractor Supply by 944.4% in the fourth quarter. Coppell Advisory Solutions LLC now owns 470 shares of the specialty retailer's stock valued at $25,000 after acquiring an additional 425 shares during the last quarter. GW&K Investment Management LLC lifted its holdings in Tractor Supply by 89.3% in the first quarter. GW&K Investment Management LLC now owns 479 shares of the specialty retailer's stock valued at $26,000 after acquiring an additional 226 shares during the last quarter. Dunhill Financial LLC lifted its holdings in Tractor Supply by 325.8% in the fourth quarter. Dunhill Financial LLC now owns 511 shares of the specialty retailer's stock valued at $27,000 after acquiring an additional 391 shares during the last quarter. Pacific Center for Financial Services lifted its holdings in Tractor Supply by 400.0% in the fourth quarter. Pacific Center for Financial Services now owns 550 shares of the specialty retailer's stock valued at $29,000 after acquiring an additional 440 shares during the last quarter. Finally, LRI Investments LLC lifted its holdings in Tractor Supply by 400.0% in the fourth quarter. LRI Investments LLC now owns 615 shares of the specialty retailer's stock valued at $33,000 after acquiring an additional 492 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Tractor Supply Stock Up 0.4%

NASDAQ:TSCO traded up $0.27 during trading hours on Thursday, hitting $62.65. The company's stock had a trading volume of 3,594,134 shares, compared to its average volume of 5,492,120. The stock has a market capitalization of $33.20 billion, a P/E ratio of 30.74, a price-to-earnings-growth ratio of 3.17 and a beta of 0.75. The stock has a fifty day moving average of $57.65 and a 200-day moving average of $54.19. The company has a current ratio of 1.28, a quick ratio of 0.16 and a debt-to-equity ratio of 0.68. Tractor Supply Company has a 52-week low of $46.85 and a 52-week high of $63.99.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its quarterly earnings data on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.01. The company had revenue of $4.44 billion for the quarter, compared to analyst estimates of $4.40 billion. Tractor Supply had a return on equity of 46.83% and a net margin of 7.18%.The business's quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter last year, the company posted $3.93 earnings per share. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. On average, equities analysts forecast that Tractor Supply Company will post 2.17 earnings per share for the current year.

Tractor Supply Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 9th. Shareholders of record on Monday, August 25th will be issued a dividend of $0.23 per share. The ex-dividend date of this dividend is Monday, August 25th. This represents a $0.92 annualized dividend and a dividend yield of 1.5%. Tractor Supply's dividend payout ratio (DPR) is presently 45.10%.

Insider Activity at Tractor Supply

In other Tractor Supply news, EVP Colin Yankee sold 6,680 shares of the firm's stock in a transaction dated Monday, July 28th. The stock was sold at an average price of $58.40, for a total transaction of $390,112.00. Following the transaction, the executive vice president owned 40,142 shares of the company's stock, valued at approximately $2,344,292.80. This trade represents a 14.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Kurt D. Barton sold 90,000 shares of the stock in a transaction dated Thursday, July 24th. The stock was sold at an average price of $63.96, for a total transaction of $5,756,400.00. Following the sale, the chief financial officer owned 47,715 shares of the company's stock, valued at $3,051,851.40. This trade represents a 65.35% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 204,680 shares of company stock valued at $12,071,552. Corporate insiders own 0.65% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TSCO. Evercore ISI boosted their target price on Tractor Supply from $60.00 to $65.00 and gave the company an "in-line" rating in a research report on Friday, July 25th. Telsey Advisory Group set a $70.00 target price on Tractor Supply in a research report on Friday, July 25th. UBS Group boosted their target price on Tractor Supply from $54.00 to $61.00 and gave the company a "neutral" rating in a research report on Friday, July 25th. Piper Sandler boosted their target price on Tractor Supply from $66.00 to $67.00 and gave the company an "overweight" rating in a research report on Friday, July 25th. Finally, Raymond James Financial reissued an "outperform" rating and issued a $65.00 target price (up previously from $57.00) on shares of Tractor Supply in a research report on Friday, July 25th. Thirteen equities 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, Tractor Supply has an average rating of "Moderate Buy" and an average price target of $61.80.

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.