Gradient Investments LLC Makes New $15.57 Million Investment in Tractor Supply Company $TSCO

Gradient Investments LLC bought a new stake in shares of Tractor Supply Company (NASDAQ:TSCO) in the 2nd quarter, Holdings Channel reports. The firm bought 492,490 shares of the specialty retailer’s stock, valued at approximately $15,568,000.

Other hedge funds have also recently modified their holdings of the company. Elevation Wealth Partners LLC raised its holdings in shares of Tractor Supply by 1,253.4% in the second quarter. Elevation Wealth Partners LLC now owns 785 shares of the specialty retailer’s stock worth $25,000 after buying an additional 727 shares during the period. Czech National Bank boosted its holdings in Tractor Supply by 3.7% during the 2nd quarter. Czech National Bank now owns 149,279 shares of the specialty retailer’s stock valued at $4,719,000 after acquiring an additional 5,370 shares during the period. MassMutual Private Wealth & Trust FSB boosted its holdings in Tractor Supply by 39.9% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 10,597 shares of the specialty retailer’s stock valued at $335,000 after acquiring an additional 3,020 shares during the period. Versant Capital Management Inc grew its position in Tractor Supply by 303.4% in the 2nd quarter. Versant Capital Management Inc now owns 2,727 shares of the specialty retailer’s stock valued at $86,000 after acquiring an additional 2,051 shares during the last quarter. Finally, CX Institutional grew its position in Tractor Supply by 151.5% in the 2nd quarter. CX Institutional now owns 9,783 shares of the specialty retailer’s stock valued at $309,000 after acquiring an additional 5,893 shares during the last quarter. Institutional investors own 98.72% of the company’s stock.

Insider Activity

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 stock was bought at an average price of $32.44 per share, with a total value of $50,606.40. Following the completion of the transaction, the director directly owned 279,720 shares of the company’s stock, valued at approximately $9,074,116.80. The trade was a 0.56% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Harry A. Lawton III bought 15,600 shares of the stock in a transaction 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 purchase, the chief executive officer owned 15,600 shares of the company’s stock, valued at $501,540. This represents a ? increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 20,310 shares of company stock worth $652,411. Corporate insiders own 0.64% of the company’s stock.

Key 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

Tractor Supply Trading Up 1.4%

TSCO opened at $34.56 on Friday. The company has a current ratio of 1.33, a quick ratio of 0.23 and a debt-to-equity ratio of 0.83. The firm has a market cap of $18.12 billion, a price-to-earnings ratio of 18.00, a PEG ratio of 11.24 and a beta of 0.47. Tractor Supply Company has a 12 month low of $28.36 and a 12 month high of $62.89. The stock has a fifty day moving average price of $30.83 and a 200-day moving average price of $39.94.

Tractor Supply (NASDAQ:TSCO) last issued its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share 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 company had revenue of $4.54 billion for the quarter, compared to the consensus estimate of $4.58 billion. During the same period in the previous year, the business earned $0.81 EPS. Tractor Supply’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. As a group, equities research analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have weighed in on TSCO. Jefferies Financial Group reiterated a “buy” rating and issued a $51.00 target price on shares of Tractor Supply in a research note on Tuesday, April 21st. Loop Capital lowered their target price on shares of Tractor Supply from $41.00 to $35.00 and set a “hold” rating for the company in a research note on Tuesday, June 16th. Argus set a $41.00 price target on shares of Tractor Supply in a research note on Tuesday, July 28th. Morgan Stanley reiterated a “negative” rating and set a $35.00 price objective on shares of Tractor Supply in a report on Friday, July 24th. Finally, Stephens lowered their price objective on shares of Tractor Supply from $53.00 to $43.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Tractor Supply presently 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.