Tractor Supply Company $TSCO Position Lowered by TD Private Client Wealth LLC

Key Points

• TD Private Client Wealth LLC has reduced its stake in Tractor Supply Company by 61.5%, selling 5,897 shares and now holding a total of 3,684 shares valued at approximately $194,000.
• Several institutional investors have increased their holdings in Tractor Supply, with APG Asset Management N.V. boosting its stake by 33.3% and Ameriprise Financial Inc. increasing by 19.4%.
• Tractor Supply recently reported earnings of $0.81 per share, exceeding estimates, and has set a positive guidance for Q3 2025 with expectations of $2.000-2.180 EPS.

TD Private Client Wealth LLC decreased its stake in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 61.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,684 shares of the specialty retailer's stock after selling 5,897 shares during the period. TD Private Client Wealth LLC's holdings in Tractor Supply were worth $194,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. APG Asset Management N.V. lifted its holdings in Tractor Supply by 33.3% in the first quarter. APG Asset Management N.V. now owns 475,484 shares of the specialty retailer's stock worth $24,254,000 after acquiring an additional 118,884 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in Tractor Supply by 19.4% in the first quarter. Ameriprise Financial Inc. now owns 2,064,224 shares of the specialty retailer's stock worth $113,745,000 after acquiring an additional 335,563 shares during the last quarter. Bahl & Gaynor Inc. lifted its holdings in Tractor Supply by 31.0% in the first quarter. Bahl & Gaynor Inc. now owns 177,636 shares of the specialty retailer's stock worth $9,788,000 after acquiring an additional 41,989 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its holdings in Tractor Supply by 7.9% in the first quarter. Allspring Global Investments Holdings LLC now owns 70,944 shares of the specialty retailer's stock worth $3,911,000 after acquiring an additional 5,184 shares during the last quarter. Finally, Sowell Financial Services LLC lifted its holdings in Tractor Supply by 49.3% in the first quarter. Sowell Financial Services LLC now owns 20,029 shares of the specialty retailer's stock worth $1,104,000 after acquiring an additional 6,612 shares during the last quarter. Institutional investors own 98.72% of the company's stock.

Insider Transactions at Tractor Supply

In related news, Director Denise L. Jackson sold 4,630 shares of the firm's stock in a transaction that occurred on Monday, July 7th. The shares were sold at an average price of $55.93, for a total value of $258,955.90. Following the completion of the transaction, the director owned 35,288 shares of the company's stock, valued at approximately $1,973,657.84. This trade represents a 11.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Colin Yankee sold 6,680 shares of the firm's stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $58.40, for a total transaction of $390,112.00. Following the completion of the transaction, the executive vice president directly owned 40,142 shares of the company's stock, valued at $2,344,292.80. This represents a 14.27% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 148,050 shares of company stock worth $9,070,162. 0.65% of the stock is currently owned by insiders.

Tractor Supply Trading Up 0.2%

Tractor Supply stock opened at $56.52 on Monday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.16 and a current ratio of 1.28. The firm has a market cap of $29.95 billion, a price-to-earnings ratio of 27.73, a price-to-earnings-growth ratio of 2.90 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 firm's 50 day moving average price is $59.71 and its two-hundred day moving average price is $54.77.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its quarterly earnings results 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 firm had revenue of $4.44 billion for the quarter, compared to analyst estimates of $4.40 billion. Tractor Supply had a net margin of 7.18% and a return on equity of 46.83%. The firm's quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.93 earnings per share. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. On average, research analysts predict that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 9th. Investors of record on Monday, August 25th were paid a $0.23 dividend. 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 1.6%. Tractor Supply's dividend payout ratio (DPR) is currently 45.10%.

Analyst Upgrades and Downgrades

TSCO has been the topic of a number of recent research reports. DA Davidson raised their target price on shares of Tractor Supply from $65.00 to $70.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Wall Street Zen upgraded shares of Tractor Supply from a "sell" rating to a "hold" rating in a research note on Saturday, July 26th. Truist Financial raised their price target on shares of Tractor Supply from $60.00 to $66.00 and gave the company a "buy" rating in a research note on Friday, July 25th. Bank of America upgraded shares of Tractor Supply from an "underperform" rating to a "buy" rating and set a $70.00 price target on the stock in a research note on Thursday, July 24th. Finally, JPMorgan Chase & Co. raised their price target on shares of Tractor Supply from $56.00 to $65.00 and gave the company a "neutral" rating in a research note on Monday, July 21st. Thirteen investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, Tractor Supply has a consensus rating of "Moderate Buy" and an average target price of $62.15.

Tractor Supply Profile

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.

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