Tractor Supply Company $TSCO Shares Sold by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund trimmed its stake in Tractor Supply Company (NASDAQ:TSCO) by 29.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 194,022 shares of the specialty retailer’s stock after selling 82,221 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Tractor Supply were worth $8,789,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of TSCO. Garner Asset Management Corp purchased a new position in Tractor Supply during the fourth quarter worth approximately $25,000. Reflection Asset Management purchased a new stake in shares of Tractor Supply during the 4th quarter valued at $26,000. Aventura Private Wealth LLC purchased a new stake in shares of Tractor Supply during the 4th quarter valued at $27,000. Core Wealth Advisors LLC acquired a new stake in shares of Tractor Supply during the 4th quarter worth $27,000. Finally, Bayban acquired a new stake in shares of Tractor Supply during the 4th quarter worth $28,000. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TSCO. Wolfe Research set a $34.00 target price on Tractor Supply in a research report on Thursday. Argus dropped their price target on Tractor Supply from $64.00 to $50.00 and set a “buy” rating for the company in a research note on Monday, April 27th. Guggenheim restated a “buy” rating and issued a $50.00 price objective (down from $60.00) on shares of Tractor Supply in a report on Friday, June 5th. Bank of America assumed coverage on Tractor Supply in a report on Tuesday, April 7th. They issued a “neutral” rating and a $47.00 price objective on the stock. Finally, Weiss Ratings lowered Tractor Supply from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. Thirteen equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $42.04.

Tractor Supply Price Performance

Shares of TSCO stock opened at $31.01 on Friday. The company has a market capitalization of $16.26 billion, a PE ratio of 15.20, a price-to-earnings-growth ratio of 2.29 and a beta of 0.46. The firm has a fifty day simple moving average of $30.66 and a 200-day simple moving average of $42.02. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86. Tractor Supply Company has a twelve month low of $28.36 and a twelve month high of $63.99.

Tractor Supply (NASDAQ:TSCO) last released its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.04). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $3.64 billion. During the same period in the previous year, the business posted $0.34 earnings per share. Tractor Supply’s revenue for the quarter was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Equities research analysts anticipate that Tractor Supply Company will post 2.11 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Wednesday, May 27th. Tractor Supply’s payout ratio is presently 47.06%.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Tractor Supply’s Q2 2026 preview points to year-over-year revenue and EPS growth, helped by gross-margin improvement even as SG&A costs rise and discretionary demand remains soft. Article Title
• Neutral Sentiment: Wall Street still expects earnings growth in the next report, but one preview notes TSCO may not have the right combination of factors for an earnings beat, keeping expectations cautious. Article Title
• Neutral Sentiment: Several article roundups highlighted conflicting analyst views on Tractor Supply, reinforcing uncertainty rather than providing a clear catalyst. Article Title
• Neutral Sentiment: Another market note said analysts are offering fresh sector insights on TSCO, but no major new company-specific catalyst was identified. Article Title
• Negative Sentiment: Wells Fargo lowered its price target on TSCO to $35 from $47, signaling a more cautious outlook even while keeping an overweight rating. Article Title
• Negative Sentiment: Zacks Research downgraded Tractor Supply from hold to strong sell, adding to bearish sentiment ahead of earnings. Article Title

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.