RFG Advisory LLC Lowers Holdings in Tractor Supply Company $TSCO

RFG Advisory LLC decreased its stake in Tractor Supply Company (NASDAQ:TSCO) by 49.0% during the second quarter, Holdings Channel reports. The institutional investor owned 6,074 shares of the specialty retailer’s stock after selling 5,830 shares during the quarter. RFG Advisory LLC’s holdings in Tractor Supply were worth $321,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of TSCO. Bison Wealth LLC boosted its stake in shares of Tractor Supply by 356.1% in the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock worth $341,000 after buying an additional 5,017 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of Tractor Supply by 11.0% in the first quarter. GAMMA Investing LLC now owns 15,205 shares of the specialty retailer’s stock worth $838,000 after buying an additional 1,503 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Tractor Supply by 27.3% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 319,132 shares of the specialty retailer’s stock worth $17,584,000 after buying an additional 68,487 shares during the last quarter. Exchange Traded Concepts LLC boosted its stake in shares of Tractor Supply by 19.1% in the first quarter. Exchange Traded Concepts LLC now owns 3,196 shares of the specialty retailer’s stock worth $176,000 after buying an additional 512 shares during the last quarter. Finally, Blue Trust Inc. boosted its stake in shares of Tractor Supply by 27.1% in the first quarter. Blue Trust Inc. now owns 2,653 shares of the specialty retailer’s stock worth $146,000 after buying an additional 566 shares during the last quarter. Hedge funds and other institutional investors own 98.72% of the company’s stock.

Insider Transactions at Tractor Supply

In other Tractor Supply news, SVP Noni L. Ellison sold 5,200 shares of the stock in a transaction that occurred on Thursday, July 24th. The stock was sold at an average price of $63.96, for a total transaction of $332,592.00. Following the completion of the transaction, the senior vice president owned 28,639 shares of the company’s stock, valued at $1,831,750.44. This represents a 15.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kurt D. Barton sold 90,000 shares of the stock in a transaction that occurred on Thursday, July 24th. The shares were sold at an average price of $63.96, for a total value of $5,756,400.00. Following the transaction, the chief financial officer directly owned 47,715 shares of the company’s stock, valued at $3,051,851.40. The trade was a 65.35% decrease in their position. The disclosure for this sale can be found here. Insiders sold 103,045 shares of company stock worth $6,547,257 over the last three months. 0.65% of the stock is owned by insiders.

Tractor Supply Price Performance

Shares of Tractor Supply stock opened at $55.20 on Monday. The business has a 50 day simple moving average of $58.63 and a two-hundred day simple moving average of $54.94. Tractor Supply Company has a 12 month low of $46.85 and a 12 month high of $63.99. The stock has a market capitalization of $29.25 billion, a P/E ratio of 27.09, a PEG ratio of 2.83 and a beta of 0.73. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.28 and a quick ratio of 0.16.

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

Tractor Supply Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 9th. Shareholders of record on Monday, August 25th were issued a dividend of $0.23 per share. The ex-dividend date of this dividend was Monday, August 25th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.7%. Tractor Supply’s dividend payout ratio is presently 45.10%.

Analyst Ratings Changes

A number of brokerages have recently commented on TSCO. JPMorgan Chase & Co. upped their target price on Tractor Supply from $56.00 to $65.00 and gave the stock a “neutral” rating in a research note on Monday, July 21st. Raymond James Financial reaffirmed an “outperform” rating and issued a $65.00 price target (up previously from $57.00) on shares of Tractor Supply in a report on Friday, July 25th. Citigroup raised Tractor Supply from a “neutral” rating to a “buy” rating and upped their price target for the stock from $60.00 to $62.00 in a report on Thursday, October 9th. Loop Capital upped their price target on Tractor Supply from $48.00 to $60.00 and gave the stock a “hold” rating in a report on Friday, July 25th. Finally, DA Davidson upped their price target on Tractor Supply from $65.00 to $70.00 and gave the stock a “buy” rating in a report on Friday, July 25th. Fifteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Tractor Supply has a consensus rating of “Moderate Buy” and a consensus price target of $62.45.

Tractor Supply Company 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.