Tractor Supply Company $TSCO Shares Acquired by Running Oak Capital LLC

Key Points

• Running Oak Capital LLC increased its stake in Tractor Supply Company by 8.8%, acquiring an additional 24,592 shares during the second quarter, bringing its total holdings to approximately $16.06 million.
• Two senior executives, including the CFO, sold a significant number of shares on July 24th, with total sales amounting to over $6.7 million, reflecting decreases in their ownership positions of 65.35% and 15.37%, respectively.
• Tractor Supply Company reported a quarterly earnings per share (EPS) of $0.81, exceeding analysts' expectations and showing a 4.5% revenue increase year-over-year, leading to a bullish outlook from several analysts.

Running Oak Capital LLC lifted its holdings in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 8.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 304,413 shares of the specialty retailer's stock after purchasing an additional 24,592 shares during the quarter. Running Oak Capital LLC owned about 0.06% of Tractor Supply worth $16,064,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. GW&K Investment Management LLC raised 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 acquiring an additional 226 shares during the period. Opal Wealth Advisors LLC acquired a new stake in Tractor Supply in the 2nd quarter valued at approximately $35,000. Financial Gravity Asset Management Inc. purchased a new stake in Tractor Supply in the first quarter valued at approximately $39,000. Smallwood Wealth Investment Management LLC acquired a new position in Tractor Supply during the first quarter worth $41,000. Finally, Zions Bancorporation National Association UT purchased a new position in shares of Tractor Supply during the first quarter worth $41,000. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, SVP Noni L. Ellison sold 5,200 shares of the firm's stock in a transaction on Thursday, July 24th. The shares were sold at an average price of $63.96, for a total transaction of $332,592.00. Following the transaction, 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 position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 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 ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 106,045 shares of company stock worth $6,719,757 in the last quarter. 0.65% of the stock is currently owned by company insiders.

Tractor Supply Stock Down 0.7%

TSCO opened at $55.83 on Monday. Tractor Supply Company has a one year low of $46.85 and a one year high of $63.99. 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 stock has a market capitalization of $29.59 billion, a P/E ratio of 27.39, a price-to-earnings-growth ratio of 2.86 and a beta of 0.73. The business's 50-day simple moving average is $59.45 and its 200-day simple moving average is $54.91.

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

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 9th. Investors of record on Monday, August 25th were given a $0.23 dividend. The ex-dividend date was Monday, August 25th. This represents a $0.92 annualized dividend and a yield of 1.6%. Tractor Supply's dividend payout ratio is 45.10%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Telsey Advisory Group set a $70.00 price objective on Tractor Supply in a report on Friday, July 25th. The Goldman Sachs Group reiterated a "buy" rating on shares of Tractor Supply in a research note on Friday, July 25th. Loop Capital raised their price objective on shares of Tractor Supply from $48.00 to $60.00 and gave the company a "hold" rating in a research note on Friday, July 25th. Wells Fargo & Company lifted their price objective on shares of Tractor Supply from $63.00 to $65.00 and gave the company an "overweight" rating in a report on Friday, July 25th. Finally, DA Davidson increased 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. Fourteen research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $62.15.

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.

Want to see what other hedge funds are holding TSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tractor Supply Company (NASDAQ:TSCO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.