Tractor Supply (NASDAQ:TSCO) Shares Acquired Rep. April McClain Delaney

Key Points

• Rep. April McClain-Delaney disclosed a purchase of between $1,001 and $15,000 in Tractor Supply (NASDAQ:TSCO) stock on March 31, with the filing made public April 6.
• Tractor Supply missed quarterly expectations (EPS $0.43 vs. $0.46; revenue $3.90B vs. $4.03B), trades near $45 with a 1‑year range of $43.23–$63.99, and recently raised its quarterly dividend to $0.24 (annualized $0.96, ~2.1% yield).
• Insiders have sold roughly 222,348 shares (~$12M) recently even as large institutions increased stakes, and several brokers trimmed targets (e.g., Citi to $55) leaving a consensus "Moderate Buy" price target of about $58.52.

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Tractor Supply Company NASDAQ: TSCO. In a filing disclosed on April 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Tractor Supply stock on March 31st.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of Entegris NASDAQ: ENTG on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Somnigroup International NYSE: SGI on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Rollins NYSE: ROL on 3/31/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 3/31/2026.
• Sold $1,001 - $15,000 in shares of Bio-Techne NASDAQ: TECH on 3/26/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 3/20/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 3/18/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 3/17/2026.
• Purchased $1,001 - $15,000 in shares of Somnigroup International NYSE: SGI on 3/16/2026.
• Purchased $1,001 - $15,000 in shares of Tractor Supply NASDAQ: TSCO on 3/16/2026.

Tractor Supply Stock Up 3.8%

Shares of NASDAQ TSCO opened at $45.28 on Thursday. Tractor Supply Company has a 1 year low of $43.23 and a 1 year high of $63.99. The firm has a market cap of $23.82 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 2.19 and a beta of 0.75. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.16 and a current ratio of 1.34. The stock's 50-day simple moving average is $49.86 and its 200-day simple moving average is $52.34.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last announced its earnings results on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.46 by ($0.03). Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.The business had revenue of $3.90 billion for the quarter, compared to analysts' expectations of $4.03 billion. During the same period in the previous year, the firm posted $0.44 earnings per share. The firm's revenue was up 3.3% compared to the same quarter last year. As a group, equities analysts anticipate that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a dividend of $0.24 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This is a positive change from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a dividend yield of 2.1%. Tractor Supply's dividend payout ratio is presently 46.38%.

Insider Activity at Tractor Supply

In other news, EVP Colin Yankee sold 11,170 shares of the company's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $55.35, for a total transaction of $618,259.50. Following the completion of the transaction, the executive vice president directly owned 45,515 shares of the company's stock, valued at approximately $2,519,255.25. This represents a 19.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jonathan S. Estep sold 59,745 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total value of $3,228,022.35. Following the transaction, the executive vice president directly owned 80,931 shares of the company's stock, valued at $4,372,701.93. This trade represents a 42.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 222,348 shares of company stock valued at $11,959,621. 0.65% of the stock is owned by insiders.

More Tractor Supply News

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Analysts and pieces highlighting Tractor Supply’s “Life Out Here” brand say steady sales growth, strong customer engagement and disciplined store expansion support confidence in sustained long‑term value creation. Tractor Supply Bets on Life Out Here: Is Brand Strategy Paying Off?
• Positive Sentiment: Value‑oriented articles argue the recent pullback may make TSCO more attractive to long‑term buyers, framing the stock as a potential rebound candidate after declines versus its 52‑week high. 3 Discounted Stocks With Strong Rebound Potential (TSCO)
• Neutral Sentiment: Comparative valuation pieces examine TSCO vs. peers (e.g., Petco WOOF), useful for investors deciding between pet‑centric and farm/rural retail exposure but not decisive on direction. WOOF or TSCO: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Small PR/marketing item — Tractor Supply launched an FFA tote design contest, suggesting continued community and brand engagement but limited near‑term financial impact. Tractor Supply Launches FFA Tote Design Contest
• Negative Sentiment: Bank of America reinstated coverage with a Neutral rating and a $47 target, warning subdued discretionary spending will likely limit near‑term EPS upside — a clear headwind for sentiment. Tractor Supply Reinstated at Neutral by BofA
• Negative Sentiment: Recent analyst moves: Citi and Evercore trimmed price targets (Citi $61 → $55) and several reports note downward pressure from lowered targets — this reduces near‑term upside expectations. Analyst Price Target Cuts and Demand Warnings
• Negative Sentiment: Data show institutional trimming and insider sales activity recently, which market participants cite as additional caution on TSCO’s near‑term momentum. QuiverQuant coverage of institutional and insider activity
• Negative Sentiment: Marketwatch/MSN pieces note TSCO underperformed some peers recently and that macro uncertainty and discretionary weakness remain investor concerns. TSCO Underperforms Competitors

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TSCO. Citigroup dropped their target price on Tractor Supply from $61.00 to $55.00 and set a "buy" rating on the stock in a research report on Tuesday. The Goldman Sachs Group set a $59.00 target price on Tractor Supply and gave the stock a "buy" rating in a research report on Friday, January 30th. DA Davidson reaffirmed a "buy" rating and set a $60.00 target price on shares of Tractor Supply in a research report on Friday, January 30th. TD Cowen dropped their target price on Tractor Supply from $55.00 to $53.00 and set a "hold" rating on the stock in a research report on Friday, January 30th. Finally, Telsey Advisory Group dropped their target price on Tractor Supply from $70.00 to $63.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Fourteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Tractor Supply presently has a consensus rating of "Moderate Buy" and a consensus price target of $58.52.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently made changes to their positions in TSCO. Norges Bank bought a new position in shares of Tractor Supply during the fourth quarter valued at approximately $303,862,000. Victory Capital Management Inc. grew its holdings in shares of Tractor Supply by 719.1% during the third quarter. Victory Capital Management Inc. now owns 4,508,661 shares of the specialty retailer's stock valued at $256,408,000 after purchasing an additional 3,958,205 shares during the last quarter. Select Equity Group L.P. grew its holdings in shares of Tractor Supply by 41.9% during the second quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer's stock valued at $670,887,000 after purchasing an additional 3,753,414 shares during the last quarter. APG Asset Management N.V. grew its holdings in shares of Tractor Supply by 505.1% during the third quarter. APG Asset Management N.V. now owns 4,329,556 shares of the specialty retailer's stock valued at $246,222,000 after purchasing an additional 3,614,097 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Tractor Supply by 18.4% during the fourth quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer's stock valued at $871,855,000 after purchasing an additional 2,706,819 shares during the last quarter. 98.72% of the stock is owned by institutional investors.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

About Tractor Supply

Tractor Supply Company NASDAQ: TSCO is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.

Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.

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