Northwestern Mutual Wealth Management Co. Has $4.55 Million Stake in Tractor Supply Company $TSCO

Northwestern Mutual Wealth Management Co. lowered its stake in shares of Tractor Supply Company (NASDAQ:TSCO) by 9.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 82,624 shares of the specialty retailer’s stock after selling 8,322 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Tractor Supply were worth $4,553,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Tractor Supply by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 66,631,422 shares of the specialty retailer’s stock valued at $3,671,391,000 after purchasing an additional 2,597,450 shares during the last quarter. Wellington Management Group LLP boosted its stake in shares of Tractor Supply by 16.0% in the 1st quarter. Wellington Management Group LLP now owns 27,604,769 shares of the specialty retailer’s stock worth $1,521,023,000 after buying an additional 3,815,520 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Tractor Supply by 14.5% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 11,927,641 shares of the specialty retailer’s stock worth $657,214,000 after buying an additional 1,510,489 shares during the last quarter. Select Equity Group L.P. boosted its stake in shares of Tractor Supply by 405.6% in the 4th quarter. Select Equity Group L.P. now owns 7,669,224 shares of the specialty retailer’s stock worth $406,929,000 after buying an additional 6,152,333 shares during the last quarter. Finally, Northern Trust Corp boosted its stake in shares of Tractor Supply by 503.4% in the 4th quarter. Northern Trust Corp now owns 6,025,677 shares of the specialty retailer’s stock worth $319,722,000 after buying an additional 5,026,980 shares during the last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Truist Financial boosted their target price on Tractor Supply from $60.00 to $66.00 and gave the stock a “buy” rating in a research note on Friday, July 25th. The Goldman Sachs Group restated a “buy” rating on shares of Tractor Supply in a research note on Friday, July 25th. UBS Group boosted their target price on Tractor Supply from $54.00 to $61.00 and gave the stock a “neutral” rating in a research note on Friday, July 25th. Bank of America upgraded Tractor Supply from an “underperform” rating to a “buy” rating and set a $70.00 target price on the stock in a research note on Thursday, July 24th. Finally, Piper Sandler boosted their target price on Tractor Supply from $66.00 to $67.00 and gave the stock an “overweight” rating in a research note on Friday, July 25th. Thirteen equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Tractor Supply currently has an average rating of “Moderate Buy” and a consensus target price of $61.80.

Insider Activity

In other Tractor Supply news, EVP Colin Yankee sold 6,680 shares of the stock in a transaction on Monday, July 28th. The stock was sold at an average price of $58.40, for a total transaction of $390,112.00. Following the sale, the executive vice president owned 40,142 shares in the company, valued at $2,344,292.80. This represents a 14.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Noni L. Ellison sold 5,200 shares of the stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $63.96, for a total value of $332,592.00. Following the sale, the senior vice president owned 28,639 shares in the company, valued at approximately $1,831,750.44. This represents a 15.37% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 204,680 shares of company stock valued at $12,071,552. 0.65% of the stock is currently owned by corporate insiders.

Tractor Supply Price Performance

Tractor Supply stock opened at $62.38 on Thursday. Tractor Supply Company has a 12 month low of $46.85 and a 12 month high of $63.99. The company has a current ratio of 1.28, a quick ratio of 0.16 and a debt-to-equity ratio of 0.68. The business’s 50 day simple moving average is $57.65 and its 200 day simple moving average is $54.19. The company has a market cap of $33.06 billion, a price-to-earnings ratio of 30.61, a PEG ratio of 3.17 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO) last posted its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.01. The firm had revenue of $4.44 billion for the quarter, compared to the consensus estimate of $4.40 billion. Tractor Supply had a return on equity of 46.83% and a net margin of 7.18%.The business’s quarterly revenue was up 4.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.93 earnings per share. Tractor Supply has set its Q3 2025 guidance at 2.000-2.180 EPS. Sell-side analysts forecast that Tractor Supply Company will post 2.17 EPS for the current year.

Tractor Supply Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 9th. Shareholders of record on Monday, August 25th will be given a dividend of $0.23 per share. The ex-dividend date is Monday, August 25th. This represents a $0.92 annualized dividend and a dividend yield of 1.5%. Tractor Supply’s dividend payout ratio is currently 45.10%.

Tractor Supply Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.