Tractor Supply (NASDAQ:TSCO) Stock Sees Unusually High Call Option Buying

Key Points

• Unusually high options activity: Traders purchased 11,761 TSCO call options, about 67% above the stock’s typical daily call volume.
• Insider and institutional interest: CEO Harry Lawton and director Edna Morris bought shares, while insiders acquired 20,310 shares worth $652,411 over the last quarter. Institutional investors own 98.72% of the company.
• Stock and analyst outlook: Shares slipped 0.1% to $33.13, while analysts have a consensus “Hold” rating and an average price target of $39.00. The company reported quarterly revenue of $4.54 billion and EPS of $0.81, narrowly missing estimates, and pays a $0.24 quarterly dividend.

Tractor Supply Company (NASDAQ:TSCO - Get Free Report) was the target of unusually large options trading activity on Monday. Traders bought 11,761 call options on the stock. This is an increase of approximately 67% compared to the typical daily volume of 7,039 call options.

Insider Buying and Selling

In other Tractor Supply news, CEO Harry Lawton, III acquired 15,600 shares of the business's stock in a transaction on Tuesday, August 4th. The shares were acquired at an average price of $32.15 per share, for a total transaction of $501,540.00. Following the completion of the acquisition, the chief executive officer owned 15,600 shares in the company, valued at $501,540. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Edna Morris acquired 1,560 shares of the business's stock in a transaction on Tuesday, August 4th. The stock was acquired at an average price of $32.44 per share, for a total transaction of $50,606.40. Following the acquisition, the director owned 279,720 shares of the company's stock, valued at approximately $9,074,116.80. This trade represents a 0.56% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 20,310 shares of company stock valued at $652,411 over the last quarter. Corporate insiders own 0.64% of the company's stock.

Institutional Trading of Tractor Supply

Large investors have recently made changes to their positions in the stock. Reflection Asset Management bought a new position in Tractor Supply during the fourth quarter valued at approximately $26,000. Bayban bought a new stake in Tractor Supply in the 4th quarter worth approximately $28,000. Elevation Wealth Partners LLC raised its stake in Tractor Supply by 1,253.4% during the 2nd quarter. Elevation Wealth Partners LLC now owns 785 shares of the specialty retailer's stock valued at $25,000 after buying an additional 727 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new stake in Tractor Supply during the 2nd quarter valued at $26,000. Finally, Community Financial Services Group LLC raised its stake in Tractor Supply by 3,240.0% during the 2nd quarter. Community Financial Services Group LLC now owns 835 shares of the specialty retailer's stock valued at $27,000 after buying an additional 810 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply Stock Down 0.1%

TSCO traded down $0.03 during trading on Monday, hitting $33.13. 8,187,337 shares of the company's stock traded hands, compared to its average volume of 10,037,631. The stock has a market capitalization of $17.38 billion, a price-to-earnings ratio of 17.25, a PEG ratio of 2.14 and a beta of 0.52. The company's 50 day simple moving average is $33.74 and its two-hundred day simple moving average is $33.71. Tractor Supply has a 12-month low of $28.36 and a 12-month high of $58.21. The company has a current ratio of 1.33, a quick ratio of 0.23 and a debt-to-equity ratio of 0.83.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.01). Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%. The business had revenue of $4.54 billion during the quarter, compared to analysts' expectations of $4.58 billion. During the same quarter in the prior year, the firm earned $0.81 EPS. The firm's revenue for the quarter was up 2.3% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Analysts predict that Tractor Supply will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Monday, August 24th were paid a dividend of $0.24 per share. The ex-dividend date was Monday, August 24th. This represents a $0.96 annualized dividend and a yield of 2.9%. Tractor Supply's dividend payout ratio is currently 50.00%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on TSCO shares. The Goldman Sachs Group reaffirmed a "buy" rating and set a $38.00 price objective (down from $43.00) on shares of Tractor Supply in a research report on Friday, July 24th. Argus set a $41.00 target price on Tractor Supply in a report on Tuesday, July 28th. Barclays set a $35.00 target price on Tractor Supply and gave the stock an "equal weight" rating in a report on Monday, July 13th. Citigroup reissued a "buy" rating and issued a $38.00 target price (up from $37.00) on shares of Tractor Supply in a research note on Tuesday, October 13th. Finally, Truist Financial set a $33.00 price target on Tractor Supply and gave the company a "hold" rating in a report on Monday. Thirteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $39.00.

Tractor Supply Company Profile

Tractor Supply Company NASDAQ: TSCO is a specialty retailer serving the needs of farmers, ranchers, hobby farmers, pet owners, gardeners and other rural lifestyle customers. The company operates under the Tractor Supply banner and focuses on products that support everyday rural living, land maintenance and animal care.

Its merchandise includes livestock and pet feed, animal health and care products, fencing, hardware, tools, power equipment, lawn and garden supplies, work clothing, footwear, automotive products and seasonal goods.

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