NewEdge Advisors LLC Has $12.29 Million Holdings in Tractor Supply Company $TSCO

NewEdge Advisors LLC cut its holdings in Tractor Supply Company (NASDAQ:TSCO) by 71.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 271,231 shares of the specialty retailer’s stock after selling 676,255 shares during the period. NewEdge Advisors LLC owned approximately 0.05% of Tractor Supply worth $12,287,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of TSCO. Garner Asset Management Corp acquired a new stake in shares of Tractor Supply in the fourth quarter worth about $25,000. Reflection Asset Management acquired a new position in shares of Tractor Supply during the 4th quarter valued at about $26,000. Core Wealth Advisors LLC bought a new position in shares of Tractor Supply in the 4th quarter valued at approximately $27,000. Bayban bought a new position in shares of Tractor Supply in the 4th quarter valued at approximately $28,000. Finally, JPL Wealth Management LLC acquired a new stake in Tractor Supply in the 3rd quarter worth approximately $28,000. 98.72% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, 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 acquired at an average cost of $31.83 per share, with a total value of $100,264.50. Following the completion of the transaction, the director directly owned 3,150 shares in the company, valued at $100,264.50. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Edna Morris purchased 1,560 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were purchased at an average price of $32.44 per share, for a total transaction of $50,606.40. Following the completion of the purchase, the director directly owned 279,720 shares of the company’s stock, valued at approximately $9,074,116.80. This trade represents a 0.56% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders purchased 20,310 shares of company stock valued at $652,411. Insiders own 0.64% of the company’s stock.

Analyst Ratings Changes

TSCO has been the subject of a number of recent analyst reports. Stephens decreased their target price on 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. Gordon Haskett boosted their price objective on shares of Tractor Supply from $40.00 to $50.00 in a research note on Friday, June 12th. Mizuho set a $28.00 price objective on shares of Tractor Supply and gave the stock a “neutral” rating in a report on Friday, July 24th. Argus set a $41.00 target price on shares of Tractor Supply in a research note on Tuesday, July 28th. Finally, Robert W. Baird dropped their target price on shares of Tractor Supply from $50.00 to $38.00 and set an “outperform” rating on the stock in a report on Monday, July 20th. Thirteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Tractor Supply has a consensus rating of “Hold” and a consensus target price of $39.31.

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 Stock Up 1.4%

TSCO opened at $34.56 on Friday. The business has a 50 day moving average of $30.83 and a 200-day moving average of $39.94. The stock has a market capitalization of $18.12 billion, a price-to-earnings ratio of 18.00, a P/E/G 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 1-year low of $28.36 and a 1-year high of $62.89.

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). The company had revenue of $4.54 billion for the quarter, compared to the consensus estimate of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The company’s revenue was up 2.3% compared to the same quarter last year. During the same period last year, the firm posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, sell-side analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current year.

Tractor Supply Dividend Announcement

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

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.