Parallel Advisors LLC Increases Position in Tractor Supply Company $TSCO

Parallel Advisors LLC grew its holdings in Tractor Supply Company (NASDAQ:TSCO) by 630.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,241 shares of the specialty retailer’s stock after purchasing an additional 48,542 shares during the quarter. Parallel Advisors LLC’s holdings in Tractor Supply were worth $2,548,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in TSCO. Bison Wealth LLC boosted its stake in Tractor Supply by 356.1% during the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after buying an additional 5,017 shares during the last quarter. Woodline Partners LP increased its stake in shares of Tractor Supply by 40.7% in the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock worth $2,487,000 after acquiring an additional 13,051 shares during the last quarter. Intech Investment Management LLC increased its stake in shares of Tractor Supply by 26.9% in the 1st quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock worth $1,442,000 after acquiring an additional 5,542 shares during the last quarter. Sei Investments Co. raised its holdings in shares of Tractor Supply by 1.2% during the 2nd quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer’s stock worth $16,676,000 after acquiring an additional 3,631 shares during the period. Finally, Glenview Trust co raised its holdings in shares of Tractor Supply by 36.0% during the 2nd quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer’s stock worth $1,036,000 after acquiring an additional 5,194 shares during the period. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Tractor Supply

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

• Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Directors Edna Morris and Andre Hawaux also bought shares worth roughly $50,606 and $100,265, respectively. The purchases may signal that company insiders consider recent price levels attractive. Insider purchase filings
• Positive Sentiment: Tractor Supply expanded its pet assortment by more than 200 dog and cat products, including food, treats, toys and everyday essentials. The initiative could strengthen customer traffic, sales and the company’s position in the growing pet-products market. Pet assortment expansion
• Positive Sentiment: The board declared a quarterly cash dividend of $0.24 per share. Investors of record on August 24 will receive payment on September 8. The dividend equates to approximately $0.96 annually and offers a yield near 2.8% at recent prices, providing income support for shareholders. Quarterly dividend announcement
• Neutral Sentiment: Analysts maintain a consensus “Hold” rating and an average price target of $39.31, above recent trading levels. However, the mixed recommendations indicate limited agreement on the pace of Tractor Supply’s recovery.
• Negative Sentiment: The company’s latest quarter produced EPS of $0.81 versus $0.82 expected and revenue of $4.54 billion versus $4.58 billion forecast. Revenue rose only 2.3% year over year, and fiscal 2026 EPS guidance of $1.90–$2.00 underscores continued concerns about growth and execution.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $34.09 on Friday. Tractor Supply Company has a fifty-two week low of $28.36 and a fifty-two week high of $62.89. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.23 and a current ratio of 1.33. The company has a 50 day moving average price of $30.77 and a 200 day moving average price of $39.97. The stock has a market capitalization of $17.88 billion, a P/E ratio of 17.76, a PEG ratio of 10.87 and a beta of 0.47.

Tractor Supply (NASDAQ:TSCO) last announced its earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.01). Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The firm had revenue of $4.54 billion during the quarter, compared to analysts’ expectations of $4.58 billion. During the same period in the previous 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. Equities research analysts forecast that Tractor Supply Company will post 1.93 EPS for the current year.

Tractor Supply Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 24th will be issued a $0.24 dividend. This represents a $0.96 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Monday, August 24th. Tractor Supply’s payout ratio is currently 50.00%.

Insider Activity at Tractor Supply

In other news, Director Edna Morris bought 1,560 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were purchased at an average price of $32.44 per share, with a total value of $50,606.40. Following the purchase, the director owned 279,720 shares in the company, valued at approximately $9,074,116.80. The trade was a 0.56% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Harry A. Lawton III bought 15,600 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were purchased at an average price of $32.15 per share, with a total value of $501,540.00. Following the completion of the acquisition, the chief executive officer directly owned 15,600 shares in the company, valued at $501,540. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have bought 20,310 shares of company stock worth $652,411. 0.64% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

TSCO has been the subject of a number of analyst reports. Piper Sandler set a $31.00 price objective on shares of Tractor Supply and gave the company a “neutral” rating in a report on Friday, July 24th. Wells Fargo & Company reduced their target price on shares of Tractor Supply from $47.00 to $35.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 15th. Citigroup reaffirmed a “buy” rating on shares of Tractor Supply in a research note on Thursday, July 16th. Barclays set a $35.00 target price on shares of Tractor Supply and gave the company an “equal weight” rating in a report on Monday, July 13th. Finally, DA Davidson cut their price target on shares of Tractor Supply from $50.00 to $40.00 and set a “buy” rating for the company in a report on Monday, June 22nd. Thirteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $39.31.

Tractor Supply Company Profile

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.