Tractor Supply Company $TSCO Stake Raised by Alpine Woods Capital Investors LLC

Key Points

• Alpine Woods Capital Investors LLC increased its stake in Tractor Supply Company by 24.3% during the second quarter, owning a total of 39,925 shares valued at approximately $2.1 million.
• Tractor Supply's stock recently traded at $54.91 with a 12-month range from $46.85 to $63.99, demonstrating solid performance in the market.
• The company reported $4.44 billion in revenue for its last quarter and set a Q3 2025 EPS guidance of $2.000-$2.180, showing growth compared to the previous year.

Alpine Woods Capital Investors LLC grew its holdings in shares of Tractor Supply Company (NASDAQ:TSCO - Free Report) by 24.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,925 shares of the specialty retailer's stock after buying an additional 7,793 shares during the period. Alpine Woods Capital Investors LLC's holdings in Tractor Supply were worth $2,107,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in TSCO. Bennett Selby Investments LP raised its holdings in Tractor Supply by 1.3% during the second quarter. Bennett Selby Investments LP now owns 14,932 shares of the specialty retailer's stock worth $788,000 after purchasing an additional 191 shares in the last quarter. Hancock Whitney Corp raised its holdings in Tractor Supply by 2.0% during the first quarter. Hancock Whitney Corp now owns 9,849 shares of the specialty retailer's stock worth $543,000 after purchasing an additional 194 shares in the last quarter. Mount Vernon Associates Inc. MD raised its holdings in Tractor Supply by 0.3% during the second quarter. Mount Vernon Associates Inc. MD now owns 67,570 shares of the specialty retailer's stock worth $3,566,000 after purchasing an additional 200 shares in the last quarter. Nissay Asset Management Corp Japan ADV raised its holdings in Tractor Supply by 0.3% during the first quarter. Nissay Asset Management Corp Japan ADV now owns 66,483 shares of the specialty retailer's stock worth $3,663,000 after purchasing an additional 208 shares in the last quarter. Finally, Creative Financial Designs Inc. ADV raised its holdings in Tractor Supply by 30.1% during the first quarter. Creative Financial Designs Inc. ADV now owns 920 shares of the specialty retailer's stock worth $51,000 after purchasing an additional 213 shares in the last quarter. Institutional investors own 98.72% of the company's stock.

Tractor Supply Trading Up 1.2%

NASDAQ TSCO opened at $54.91 on Tuesday. Tractor Supply Company has a twelve month low of $46.85 and a twelve month 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 cap of $29.10 billion, a price-to-earnings ratio of 26.94, a PEG ratio of 2.78 and a beta of 0.73. The firm's 50 day moving average price is $58.99 and its two-hundred day moving average price is $54.94.

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

Tractor Supply Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 9th. Shareholders of record on Monday, August 25th were given a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, August 25th. Tractor Supply's payout ratio is presently 45.10%.

Insider Activity at Tractor Supply

In other news, SVP Noni L. Ellison sold 5,200 shares of the business'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 in the company, valued at $1,831,750.44. The trade was a 15.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Denise L. Jackson sold 1,165 shares of the business's stock in a transaction on Tuesday, July 22nd. The shares were sold at an average price of $58.50, for a total transaction of $68,152.50. Following the transaction, the director owned 31,123 shares in the company, valued at approximately $1,820,695.50. This represents a 3.61% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 103,045 shares of company stock valued at $6,547,257. Insiders own 0.65% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently commented on TSCO. UBS Group boosted their target price on Tractor Supply from $54.00 to $61.00 and gave the stock a "neutral" rating in a report on Friday, July 25th. Citigroup raised Tractor Supply from a "neutral" rating to a "buy" rating and boosted their target price for the stock from $60.00 to $62.00 in a report on Thursday. DA Davidson upped their price target on Tractor Supply from $65.00 to $70.00 and gave the company a "buy" rating in a report on Friday, July 25th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Tractor Supply in a report on Friday, July 25th. Finally, Evercore ISI dropped their price target on Tractor Supply from $65.00 to $60.00 and set an "in-line" rating on the stock in a report on Tuesday, October 7th. Fifteen analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat.com, Tractor Supply presently has an average rating of "Moderate Buy" and an average price target of $62.45.

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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