Wealth Enhancement Advisory Services LLC Increases Stock Holdings in Tractor Supply Company $TSCO

Wealth Enhancement Advisory Services LLC boosted its stake in Tractor Supply Company (NASDAQ:TSCO) by 273.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 388,193 shares of the specialty retailer’s stock after acquiring an additional 284,210 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Tractor Supply were worth $19,532,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in TSCO. Buckhead Capital Management LLC lifted its position in shares of Tractor Supply by 310.3% in the third quarter. Buckhead Capital Management LLC now owns 36,863 shares of the specialty retailer’s stock valued at $2,096,000 after acquiring an additional 27,878 shares in the last quarter. First National Bank of Omaha purchased a new stake in shares of Tractor Supply during the third quarter worth approximately $5,069,000. NEOS Investment Management LLC raised its stake in Tractor Supply by 49.9% in the 3rd quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock valued at $3,633,000 after purchasing an additional 21,256 shares during the last quarter. HighTower Advisors LLC raised its stake in Tractor Supply by 9.2% in the 3rd quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock valued at $16,470,000 after purchasing an additional 24,312 shares during the last quarter. Finally, Wellington Management Group LLP lifted its holdings in Tractor Supply by 1.6% in the 3rd quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock valued at $1,474,736,000 after purchasing an additional 420,731 shares in the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Robert D. Mills sold 62,950 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $54.12, for a total value of $3,406,854.00. Following the transaction, the executive vice president directly owned 122,834 shares in the company, valued at approximately $6,647,776.08. This represents a 33.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Kurt D. Barton sold 1,884 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $53.81, for a total value of $101,378.04. Following the completion of the transaction, the chief financial officer owned 52,562 shares of the company’s stock, valued at $2,828,361.22. The trade was a 3.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 222,348 shares of company stock worth $11,959,621. 0.65% of the stock is currently owned by company insiders.

Trending Headlines about Tractor Supply

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Bullish write‑ups highlighting TSCO’s long-term resilience and valuation attract buying interest; recent pieces summarize a pro‑growth, dividend/valuation‑oriented thesis that can support renewed investor demand. Is Tractor Supply Company (TSCO) A Good Stock To Buy Now? Is Tractor Supply Company (TSCO) A Good Stock To Buy Now? (Yahoo)
• Positive Sentiment: Corporate giving and community engagement: Tractor Supply’s 11th annual Grants for Growing raised over $1 million for FFA programs — positive for brand, customer loyalty and PR, which can modestly support same‑store traffic and long‑term customer relationships. Tractor Supply Surpasses $1 Million to Expand Hands-on Learning for Future Agriculture Leaders
• Neutral Sentiment: Reported short‑interest spikes appear to be data anomalies (entries show 0 shares and NaN changes). Current public short data is unreliable here and doesn’t indicate meaningful increased bearish positioning at this time.
• Neutral Sentiment: Sector commentary on defensive dividend stocks may boost interest in stable retailers, but coverage is thematic and not a direct catalyst for TSCO absent company‑specific upgrades. 2 Top Dividend Stocks to Buy for Uncertain Times
• Negative Sentiment: Peer weakness: Chewy (CHWY) reported a Q4 EPS miss, which could signal softer pet‑category demand — a risk for TSCO’s pet segment and overall comps if the trend is broader. Investors may reprice TSCO if they expect pet spending to slow. Chewy (CHWY) Q4 Earnings Miss Estimates
• Negative Sentiment: Recent quarterly results (Jan. 29) showed TSCO missed EPS and revenue expectations, and revenue growth was modest; that keeps some downside risk to near‑term sentiment until comp and margin trends improve. (Investors are watching execution and guidance for confirmation.)

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on TSCO shares. Stephens set a $53.00 target price on shares of Tractor Supply and gave the stock an “equal weight” rating in a research note on Thursday, January 22nd. Wall Street Zen downgraded shares of Tractor Supply from a “hold” rating to a “sell” rating in a research note on Saturday, February 21st. TD Cowen lowered their price target on shares of Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Citigroup reaffirmed a “buy” rating and set a $61.00 price objective (down from $66.00) on shares of Tractor Supply in a research note on Friday, January 16th. Finally, Piper Sandler cut their price objective on shares of Tractor Supply from $67.00 to $59.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Fifteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Tractor Supply presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.78.

Tractor Supply Stock Up 1.0%

Shares of TSCO opened at $45.96 on Thursday. Tractor Supply Company has a 52-week low of $44.44 and a 52-week high of $63.99. The company has a quick ratio of 0.16, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. The stock has a fifty day simple moving average of $51.53 and a two-hundred day simple moving average of $53.37. The company has a market capitalization of $24.19 billion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 2.27 and a beta of 0.72.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Thursday, January 29th. The specialty retailer reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.03). Tractor Supply had a net margin of 7.06% and a return on equity of 44.36%. The firm had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. During the same period in the prior year, the company posted $0.44 EPS. The company’s revenue for the quarter was up 3.3% compared to the same quarter last year. As a group, equities analysts forecast that Tractor Supply Company will post 2.17 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were paid a $0.24 dividend. This is a positive change from Tractor Supply’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $0.96 annualized dividend and a dividend yield of 2.1%. Tractor Supply’s dividend payout ratio is currently 46.38%.

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.