Pacer Advisors Inc. Sells 15,217 Shares of Tractor Supply Company $TSCO

Pacer Advisors Inc. cut its holdings in Tractor Supply Company (NASDAQ:TSCO) by 35.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,680 shares of the specialty retailer’s stock after selling 15,217 shares during the quarter. Pacer Advisors Inc.’s holdings in Tractor Supply were worth $1,254,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in TSCO. Advyzon Investment Management LLC boosted its position 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 buying an additional 183 shares during the last quarter. Field & Main Bank boosted its holdings in shares of Tractor Supply by 1.1% during the 4th quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock valued at $942,000 after acquiring an additional 200 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Tractor Supply by 22.7% in the second quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock worth $63,000 after acquiring an additional 220 shares during the period. Aptus Capital Advisors LLC raised its holdings in shares of Tractor Supply by 0.4% during the fourth quarter. Aptus Capital Advisors LLC now owns 56,698 shares of the specialty retailer’s stock valued at $2,835,000 after purchasing an additional 222 shares during the last quarter. Finally, Larson Financial Group LLC boosted its holdings in Tractor Supply by 10.0% in the fourth quarter. Larson Financial Group LLC now owns 2,477 shares of the specialty retailer’s stock worth $124,000 after purchasing an additional 225 shares during the last quarter. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Wells Fargo & Company lowered their price target on Tractor Supply from $47.00 to $35.00 and set an “overweight” rating on the stock in a report on Wednesday, July 15th. Jefferies Financial Group reissued a “buy” rating and issued a $51.00 target price on shares of Tractor Supply in a report on Tuesday, April 21st. Citigroup reissued a “buy” rating on shares of Tractor Supply in a research report on Thursday, July 16th. Gordon Haskett increased their price objective on shares of Tractor Supply from $40.00 to $50.00 in a research note on Friday, June 12th. Finally, Loop Capital dropped their price objective on shares of Tractor Supply from $41.00 to $35.00 and set a “hold” rating on the stock in a report on Tuesday, June 16th. Thirteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $39.31.

Insiders Place Their Bets

In related news, Director Andre J. Hawaux bought 3,150 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average price of $31.83 per share, for a total transaction of $100,264.50. Following the completion of the transaction, the director owned 3,150 shares in the company, valued at $100,264.50. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Harry A. Lawton III acquired 15,600 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were purchased at an average price of $32.15 per share, with a total value of $501,540.00. Following the transaction, the chief executive officer owned 15,600 shares of the company’s stock, valued at approximately $501,540. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired 20,310 shares of company stock worth $652,411 in the last three months. 0.64% of the stock is owned by company insiders.

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 Performance

Shares of NASDAQ TSCO opened at $34.56 on Monday. The stock has a market cap of $18.12 billion, a PE ratio of 18.00, a price-to-earnings-growth ratio of 11.24 and a beta of 0.47. Tractor Supply Company has a 1 year low of $28.36 and a 1 year high of $62.89. The firm has a fifty day moving average price of $30.83 and a 200-day moving average price of $39.86. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.33 and a quick ratio of 0.23.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results 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). The firm had revenue of $4.54 billion during 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 quarterly revenue was up 2.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Equities analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The firm 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 yield of 2.8%. Tractor Supply’s payout ratio is currently 50.00%.

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.