CW Advisors LLC Increases Position in Tractor Supply Company $TSCO

Key Points

• CW Advisors LLC increased its stake in Tractor Supply Company by 5.1%, now owning 433,264 shares valued at approximately $23.87 million.
• Several large investors significantly raised their positions in Tractor Supply during the fourth quarter, with Guggenheim Capital increasing its stake by 381.5%.
• Analysts have set new price targets for Tractor Supply, with a consensus rating of "Moderate Buy" and an average target price of $61.80, showing optimistic expectations for the stock's performance.

CW Advisors LLC increased its holdings in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 5.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 433,264 shares of the specialty retailer's stock after purchasing an additional 20,911 shares during the quarter. CW Advisors LLC owned 0.08% of Tractor Supply worth $23,873,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of TSCO. Wedmont Private Capital lifted its stake in shares of Tractor Supply by 2.5% in the 1st quarter. Wedmont Private Capital now owns 8,714 shares of the specialty retailer's stock valued at $450,000 after purchasing an additional 212 shares during the last quarter. Creative Financial Designs Inc. ADV lifted its stake in shares of Tractor Supply by 30.1% in the 1st quarter. Creative Financial Designs Inc. ADV now owns 920 shares of the specialty retailer's stock valued at $51,000 after purchasing an additional 213 shares during the last quarter. Independent Wealth Network Inc. lifted its stake in shares of Tractor Supply by 5.2% in the 1st quarter. Independent Wealth Network Inc. now owns 4,335 shares of the specialty retailer's stock valued at $239,000 after purchasing an additional 215 shares during the last quarter. GW&K Investment Management LLC lifted its stake in shares of Tractor Supply by 89.3% in the 1st quarter. GW&K Investment Management LLC now owns 479 shares of the specialty retailer's stock valued at $26,000 after purchasing an additional 226 shares during the last quarter. Finally, Assetmark Inc. lifted its stake in shares of Tractor Supply by 21.2% in the 1st quarter. Assetmark Inc. now owns 1,331 shares of the specialty retailer's stock valued at $73,000 after purchasing an additional 233 shares during the last quarter. 98.72% of the stock is owned by institutional investors.

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, CFO Kurt D. Barton sold 90,000 shares of Tractor Supply stock in a transaction on 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 completion of the sale, the chief financial officer directly owned 47,715 shares of the company's stock, valued at $3,051,851.40. The trade was a 65.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Noni L. Ellison sold 5,200 shares of Tractor Supply 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 directly owned 28,639 shares of the company's stock, valued at approximately $1,831,750.44. This trade represents a 15.37% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 204,680 shares of company stock worth $12,071,552 over the last quarter. Insiders own 0.65% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on TSCO shares. Raymond James Financial reaffirmed an "outperform" rating and issued a $65.00 price objective (up from $57.00) on shares of Tractor Supply in a research note on Friday, July 25th. Mizuho decreased their price target on Tractor Supply from $62.00 to $58.00 and set an "outperform" rating for the company in a research note on Friday, April 25th. Bank of America raised Tractor Supply from an "underperform" rating to a "buy" rating and set a $70.00 price target for the company in a research note on Thursday, July 24th. Wells Fargo & Company raised their price target on Tractor Supply from $63.00 to $65.00 and gave the stock an "overweight" rating in a research note on Friday, July 25th. Finally, JPMorgan Chase & Co. raised their price target on Tractor Supply from $56.00 to $65.00 and gave the stock 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 given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $61.80.

Tractor Supply Stock Up 1.0%

NASDAQ TSCO traded up $0.61 on Friday, reaching $61.61. 3,230,182 shares of the stock traded hands, compared to its average volume of 4,697,547. 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 company has a fifty day moving average price of $57.03 and a 200-day moving average price of $54.01. The company has a market cap of $32.65 billion, a price-to-earnings ratio of 30.23, a PEG ratio of 3.17 and a beta of 0.75. Tractor Supply Company has a 12 month low of $46.85 and a 12 month high of $63.99.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates of $0.80 by $0.01. The business had revenue of $4.44 billion during 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%.Tractor Supply's revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.93 EPS. 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 company also recently announced a quarterly dividend, which will be paid on Tuesday, September 9th. Shareholders of record on Monday, August 25th will be given a dividend of $0.23 per share. The ex-dividend date of this dividend is 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 45.10%.

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.