Insider Buying: Tractor Supply (NASDAQ:TSCO) CEO Buys $501,540.00 in Stock

Tractor Supply Company (NASDAQ:TSCO) CEO Harry Lawton III acquired 15,600 shares of Tractor Supply stock in a transaction on Tuesday, August 4th. The stock was acquired at an average cost of $32.15 per share, for a total transaction of $501,540.00. Following the purchase, the chief executive officer owned 15,600 shares of the company’s stock, valued at approximately $501,540. This represents a ? increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Tractor Supply Stock Up 1.4%

Shares of NASDAQ TSCO opened at $34.56 on Friday. Tractor Supply Company has a 12-month low of $28.36 and a 12-month high of $62.89. The firm’s 50-day simple moving average is $30.83 and its 200 day simple moving average is $39.94. The company has a quick ratio of 0.23, a current ratio of 1.33 and a debt-to-equity ratio of 0.83. The company has a market cap of $18.12 billion, a price-to-earnings ratio of 18.00, a price-to-earnings-growth ratio of 11.09 and a beta of 0.47.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing the consensus estimate 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 during the quarter, compared to analyst estimates of $4.58 billion. During the same quarter in the previous year, the business posted $0.81 EPS. The company’s revenue 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. On average, research analysts expect that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on TSCO shares. Wells Fargo & Company decreased their price objective on Tractor Supply from $47.00 to $35.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 15th. BNP Paribas Exane cut their price target on Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Truist Financial set a $32.00 price target on Tractor Supply and gave the company a “hold” rating in a report on Tuesday, June 16th. Weiss Ratings lowered Tractor Supply from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, July 23rd. Finally, Piper Sandler set a $31.00 price objective on Tractor Supply and gave the stock a “neutral” rating in a report on Friday, July 24th. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $39.31.

Tractor Supply News Roundup

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

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently modified their holdings of the stock. Advyzon Investment Management LLC raised its holdings in shares of Tractor Supply by 4.3% during the fourth quarter. Advyzon Investment Management LLC now owns 4,462 shares of the specialty retailer’s stock valued at $223,000 after purchasing an additional 183 shares during the last quarter. Field & Main Bank grew its position in Tractor Supply by 1.1% in the 4th quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock worth $942,000 after purchasing an additional 200 shares during the period. Oak Thistle LLC grew its position in Tractor Supply by 0.9% in the 4th quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer’s stock worth $1,246,000 after purchasing an additional 215 shares during the period. Geneos Wealth Management Inc. raised its stake in Tractor Supply by 22.7% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock valued at $63,000 after buying an additional 220 shares during the last quarter. Finally, Aptus Capital Advisors LLC raised its stake in Tractor Supply by 0.4% during the 4th quarter. Aptus Capital Advisors LLC now owns 56,698 shares of the specialty retailer’s stock valued at $2,835,000 after buying an additional 222 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

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.