Tractor Supply Company $TSCO Shares Sold by Douglass Winthrop Advisors LLC

Key Points

• Douglass Winthrop Advisors LLC reduced its stake in Tractor Supply Company by 0.4%, now holding approximately 1.603 million shares valued at about $88.3 million.
• The company's latest quarterly earnings report showed a 4.5% revenue increase year-over-year, with EPS of $0.81, exceeding analysts' estimates of $0.80.
• Tractor Supply announced a quarterly dividend of $0.23, with an annual yield of 1.5%, reflecting a payout ratio of 45.10%.

Douglass Winthrop Advisors LLC lessened its stake in Tractor Supply Company (NASDAQ:TSCO - Free Report) by 0.4% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,603,051 shares of the specialty retailer's stock after selling 5,919 shares during the period. Tractor Supply accounts for about 1.7% of Douglass Winthrop Advisors LLC's holdings, making the stock its 28th biggest position. Douglass Winthrop Advisors LLC owned approximately 0.30% of Tractor Supply worth $88,328,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in TSCO. Guggenheim Capital LLC boosted its holdings in Tractor Supply by 381.5% in the 4th quarter. Guggenheim Capital LLC now owns 11,632 shares of the specialty retailer's stock valued at $617,000 after purchasing an additional 9,216 shares in the last quarter. MML Investors Services LLC boosted its holdings in Tractor Supply by 417.0% in the 4th quarter. MML Investors Services LLC now owns 84,723 shares of the specialty retailer's stock valued at $4,495,000 after purchasing an additional 68,334 shares in the last quarter. Teachers Retirement System of The State of Kentucky boosted its holdings in Tractor Supply by 390.7% in the 4th quarter. Teachers Retirement System of The State of Kentucky now owns 39,805 shares of the specialty retailer's stock valued at $2,112,000 after purchasing an additional 31,693 shares in the last quarter. TD Waterhouse Canada Inc. boosted its holdings in Tractor Supply by 395.5% in the 4th quarter. TD Waterhouse Canada Inc. now owns 9,845 shares of the specialty retailer's stock valued at $522,000 after purchasing an additional 7,858 shares in the last quarter. Finally, OneDigital Investment Advisors LLC purchased a new stake in Tractor Supply in the 4th quarter valued at approximately $221,000. Institutional investors and hedge funds own 98.72% of the company's stock.

Tractor Supply Price Performance

TSCO stock opened at $61.61 on Friday. Tractor Supply Company has a 1 year low of $46.85 and a 1 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's 50 day moving average price is $57.03 and its 200 day moving average price is $54.01. The firm has a market cap of $32.65 billion, a P/E ratio of 30.23, a PEG ratio of 3.13 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $4.40 billion. During the same quarter in the prior year, the company earned $3.93 EPS. Tractor Supply's revenue was up 4.5% on a year-over-year basis. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. On average, sell-side analysts expect that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 9th. Investors of record on Monday, August 25th will be paid a $0.23 dividend. 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 dividend payout ratio is presently 45.10%.

Analyst Ratings Changes

A number of brokerages have weighed in on TSCO. Robert W. Baird lifted their price objective on Tractor Supply from $56.00 to $61.00 and gave the company an "outperform" rating in a report on Monday, July 21st. Wall Street Zen raised Tractor Supply from a "sell" rating to a "hold" rating in a report on Saturday, July 26th. Loop Capital boosted their price target on Tractor Supply from $48.00 to $60.00 and gave the stock a "hold" rating in a research note on Friday, July 25th. Evercore ISI boosted their price target on Tractor Supply from $60.00 to $65.00 and gave the stock an "in-line" rating in a research note on Friday, July 25th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Tractor Supply in a research note on Friday, July 25th. Thirteen analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $61.80.

Insider Transactions at Tractor Supply

In related news, CFO Kurt D. Barton sold 90,000 shares of the company's stock in a transaction that occurred on Thursday, July 24th. The stock was sold at an average price of $63.96, for a total value of $5,756,400.00. Following the sale, the chief financial officer owned 47,715 shares of the company's stock, valued at approximately $3,051,851.40. This represents a 65.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Colin Yankee sold 6,680 shares of the business's stock in a transaction on Monday, July 28th. The shares were sold at an average price of $58.40, for a total value of $390,112.00. Following the completion of the transaction, the executive vice president owned 40,142 shares of the company's stock, valued at $2,344,292.80. This trade represents a 14.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 204,680 shares of company stock worth $12,071,552 in the last quarter. Insiders own 0.65% of the company's stock.

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.

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