Tractor Supply Company $TSCO Shares Acquired by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC increased its holdings in Tractor Supply Company (NASDAQ:TSCO) by 25.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 91,651 shares of the specialty retailer’s stock after buying an additional 18,611 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Tractor Supply were worth $4,838,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Johnson Investment Counsel Inc. raised its position in Tractor Supply by 12.3% during the second quarter. Johnson Investment Counsel Inc. now owns 12,552 shares of the specialty retailer’s stock worth $662,000 after acquiring an additional 1,376 shares during the last quarter. Bey Douglas LLC raised its position in shares of Tractor Supply by 15.3% during the 2nd quarter. Bey Douglas LLC now owns 18,217 shares of the specialty retailer’s stock worth $961,000 after purchasing an additional 2,417 shares during the last quarter. Trust Co. of Toledo NA OH purchased a new stake in Tractor Supply in the 2nd quarter valued at approximately $81,000. Aberdeen Group plc grew its holdings in Tractor Supply by 10.4% during the 2nd quarter. Aberdeen Group plc now owns 457,357 shares of the specialty retailer’s stock valued at $24,135,000 after buying an additional 43,269 shares during the last quarter. Finally, Commerzbank Aktiengesellschaft FI increased its position in Tractor Supply by 67.7% during the second quarter. Commerzbank Aktiengesellschaft FI now owns 39,490 shares of the specialty retailer’s stock worth $2,084,000 after buying an additional 15,949 shares in the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have recently issued reports on TSCO. Loop Capital upped their price objective on Tractor Supply from $48.00 to $60.00 and gave the company a “hold” rating in a research report on Friday, July 25th. Bank of America raised Tractor Supply from an “underperform” rating to a “buy” rating and set a $70.00 price target on the stock in a research note on Thursday, July 24th. Citigroup raised shares of Tractor Supply from a “neutral” rating to a “buy” rating and upped their price objective for the company from $60.00 to $62.00 in a research note on Thursday. Piper Sandler lifted their price objective on Tractor Supply from $66.00 to $67.00 and gave the company an “overweight” rating in a research note on Friday, July 25th. Finally, JPMorgan Chase & Co. boosted their price objective on Tractor Supply from $56.00 to $65.00 and gave the stock a “neutral” rating in a research note on Monday, July 21st. Fifteen analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $62.45.

Tractor Supply Trading Up 1.2%

NASDAQ:TSCO opened at $54.91 on Tuesday. The stock has a market cap of $29.10 billion, a price-to-earnings ratio of 26.94, a price-to-earnings-growth ratio of 2.78 and a beta of 0.73. Tractor Supply Company has a one year low of $46.85 and a one 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 business’s 50-day simple moving average is $58.99 and its 200 day simple moving average is $54.94.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings data on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.01. Tractor Supply had a return on equity of 46.83% and a net margin of 7.18%.The company had revenue of $4.44 billion for the quarter, compared to the consensus estimate of $4.40 billion. During the same period in the previous year, the business earned $3.93 EPS. Tractor Supply’s revenue for the quarter 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. As a group, sell-side analysts predict that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 9th. Investors of record on Monday, August 25th were issued a $0.23 dividend. The ex-dividend date of this dividend was Monday, August 25th. This represents a $0.92 annualized dividend and a yield of 1.7%. Tractor Supply’s dividend payout ratio is currently 45.10%.

Insider Activity at Tractor Supply

In other Tractor Supply news, CFO Kurt D. Barton sold 90,000 shares of the firm’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 $5,756,400.00. Following the completion of the transaction, the chief financial officer directly owned 47,715 shares of the company’s stock, valued at $3,051,851.40. This trade represents a 65.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Denise L. Jackson sold 1,165 shares of the company’s stock in a transaction dated Tuesday, July 22nd. The shares were sold at an average price of $58.50, for a total transaction of $68,152.50. Following the completion of the sale, the director owned 31,123 shares in the company, valued at approximately $1,820,695.50. This trade represents a 3.61% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 103,045 shares of company stock valued at $6,547,257. 0.65% of the stock is owned by insiders.

Tractor Supply Profile

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.