PensionDanmark Pensionsforsikringsaktieselskab Decreases Stock Holdings in Tractor Supply Company $TSCO

PensionDanmark Pensionsforsikringsaktieselskab reduced its position in Tractor Supply Company (NASDAQ:TSCO) by 30.9% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 93,327 shares of the specialty retailer’s stock after selling 41,683 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Tractor Supply were worth $2,950,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bison Wealth LLC lifted its position in Tractor Supply by 356.1% during the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after acquiring an additional 5,017 shares during the last quarter. Woodline Partners LP boosted its stake in Tractor Supply by 40.7% in the first quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock valued at $2,487,000 after acquiring an additional 13,051 shares in the last quarter. Intech Investment Management LLC grew its holdings in Tractor Supply by 26.9% in the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock worth $1,442,000 after purchasing an additional 5,542 shares during the last quarter. Sei Investments Co. grew its holdings in Tractor Supply by 1.2% in the second quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer’s stock worth $16,676,000 after purchasing an additional 3,631 shares during the last quarter. Finally, Glenview Trust co increased its position in shares of Tractor Supply by 36.0% during the second quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer’s stock worth $1,036,000 after purchasing an additional 5,194 shares in the last quarter. Hedge funds and other institutional investors own 98.72% of the company’s stock.

More Tractor Supply News

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

• Positive Sentiment: The board declared a quarterly dividend of $0.24 per share, payable September 8 to shareholders of record August 24. The dividend supports a roughly 2.8% annualized yield and may appeal to income-focused investors. Tractor Supply Company declares quarterly dividend
• Positive Sentiment: Company insiders continued buying shares, including Director Edna Morris’s purchase of 1,560 shares at an average price of $32.44. Recent purchases by the CEO and another director may signal that management views the depressed valuation as attractive. Tractor Supply insider buying
• Neutral Sentiment: Tractor Supply is expanding executive responsibilities after its chief technology officer’s resignation, with the board approving new equity awards for executive vice presidents. The move may improve accountability but also highlights a leadership transition. Tractor Supply expands executive roles
• Negative Sentiment: Tractor Supply reduced its 2026 sales, comparable-store sales and earnings outlook as discretionary demand weakens and labor, freight and other costs remain elevated. The update reinforces concerns following the company’s recent revenue and EPS miss.
• Negative Sentiment: Zacks Research repeatedly cut EPS estimates across late 2026 through 2028, lowering fiscal 2026 EPS to $1.93 from $2.15, fiscal 2027 EPS to $2.09 from $2.36 and fiscal 2028 EPS to $2.45 from $2.66. Zacks maintained a “Strong Sell” rating, creating an overhang for TSCO shares. Tractor Supply cuts 2026 outlook

Analysts Set New Price Targets

Several analysts have recently commented on the company. Wall Street Zen lowered Tractor Supply from a “hold” rating to a “sell” rating in a report on Sunday, July 12th. BNP Paribas Exane reduced their target price on Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. DA Davidson decreased their price target on Tractor Supply from $50.00 to $40.00 and set a “buy” rating for the company in a research note on Monday, June 22nd. UBS Group set a $33.00 price target on Tractor Supply and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Finally, Robert W. Baird dropped their price target on Tractor Supply from $50.00 to $38.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Thirteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Tractor Supply presently has a consensus rating of “Hold” and a consensus target price of $39.31.

Tractor Supply Stock Performance

NASDAQ:TSCO opened at $34.56 on Monday. The company has a market capitalization of $18.12 billion, a P/E ratio of 18.00, a PEG ratio of 11.24 and a beta of 0.47. 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 Company has a 12 month low of $28.36 and a 12 month high of $62.89. The firm has a fifty day simple moving average of $30.83 and a 200-day simple moving average of $39.86.

Tractor Supply (NASDAQ:TSCO) last released its earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.01). The firm had revenue of $4.54 billion during the quarter, compared to analyst estimates of $4.58 billion. Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. Tractor Supply’s revenue was up 2.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.81 earnings per share. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. On average, equities research analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current year.

Tractor Supply Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Monday, August 24th will be paid 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 dividend payout ratio (DPR) is presently 50.00%.

Insider Transactions at Tractor Supply

In other news, CEO Harry A. Lawton III bought 15,600 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was 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 of the company’s stock, valued at $501,540. This trade represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Andre J. Hawaux bought 3,150 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were purchased at an average cost of $31.83 per share, with a total value of $100,264.50. Following the acquisition, the director directly owned 3,150 shares of the company’s stock, valued at approximately $100,264.50. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought a total of 20,310 shares of company stock worth $652,411 over the last three months. 0.64% of the stock is currently owned by insiders.

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.