Rakuten Investment Management Inc. Invests $3.05 Million in Tractor Supply Company $TSCO

Rakuten Investment Management Inc. acquired a new stake in shares of Tractor Supply Company (NASDAQ:TSCO) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 53,631 shares of the specialty retailer’s stock, valued at approximately $3,050,000.

A number of other hedge funds also recently bought and sold shares of TSCO. Delos Wealth Advisors LLC purchased a new position in shares of Tractor Supply during the second quarter worth approximately $26,000. Financial Gravity Companies Inc. bought a new position in shares of Tractor Supply during the 2nd quarter valued at $38,000. Clayton Financial Group LLC bought a new position in shares of Tractor Supply during the 3rd quarter valued at $44,000. First Horizon Corp purchased a new position in Tractor Supply in the 3rd quarter worth $44,000. Finally, Evelyn Partners Asset Management Ltd bought a new stake in Tractor Supply in the second quarter worth $46,000. Institutional investors own 98.72% of the company’s stock.

Analysts Set New Price Targets

TSCO has been the topic of a number of recent research reports. Morgan Stanley raised Tractor Supply from an “underweight” rating to an “equal weight” rating and raised their price objective for the company from $50.00 to $60.00 in a research note on Friday, October 24th. Truist Financial set a $55.00 price target on Tractor Supply and gave the stock a “hold” rating in a research report on Friday, January 16th. Robert W. Baird lifted their price target on Tractor Supply from $65.00 to $67.00 and gave the stock an “outperform” rating in a research note on Friday, October 24th. Wells Fargo & Company reissued an “overweight” rating and set a $65.00 price objective on shares of Tractor Supply in a research note on Thursday, October 23rd. Finally, Guggenheim restated a “buy” rating and issued a $65.00 target price on shares of Tractor Supply in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Tractor Supply has a consensus rating of “Moderate Buy” and a consensus target price of $62.81.

Tractor Supply News Roundup

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and set a $70 price target (roughly +28% upside vs. current levels), providing a strong analyst endorsement that can support buying interest. Telsey Advisory Group reaffirmation
• Positive Sentiment: Guggenheim reaffirmed a “buy” rating with a $65 target, another upbeat analyst signal that may help sustain the rally. Guggenheim rating
• Positive Sentiment: Local and national reports show Tractor Supply store traffic surged ahead of a major winter storm, implying a near-term boost to C.U.E. (cold-weather, urgent essentials) sales and inventories. This weather-driven demand is a tangible short-term revenue upside. Tractor Supply traffic soars ahead of massive winter storm
• Positive Sentiment: Tractor Supply proposed a new store in Plymouth Township, showing continued footprint expansion that supports longer-term comps and revenue growth. Tractor Supply plans new Plymouth Township location
• Positive Sentiment: Zacks preview argues TSCO heads into Q4 with expected revenue and EPS growth (helped by C.U.E. demand, winter weather upside and loyalty-driven traffic), and suggests accumulation ahead of earnings. That view can encourage buyers before the print. Tractor Supply Q4 Earnings on the Horizon: Time to Accumulate Shares?
• Neutral Sentiment: Zacks also published an expectations piece noting Wall Street expects earnings growth next week but says TSCO may lack the ideal setup for a clear beat — useful positioning information but not a single directional catalyst. Tractor Supply (TSCO) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Seeking Alpha argues that while the business is better than expected, the current valuation makes TSCO less attractive — a view that can cap upside and encourage profit-taking. Tractor Supply: A Better Business Than I Expected, But Not At This Price
• Negative Sentiment: TD Cowen issued a pessimistic forecast for TSCO, highlighting downside risk that may weigh on sentiment if negative headlines or a soft earnings print appear. TD Cowen Issues Pessimistic Forecast for Tractor Supply (NASDAQ:TSCO) Stock Price

Tractor Supply Price Performance

Shares of TSCO stock opened at $54.69 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.14 and a current ratio of 1.30. Tractor Supply Company has a fifty-two week low of $46.85 and a fifty-two week high of $63.99. The firm has a market cap of $28.90 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.50 and a beta of 0.74. The business’s 50 day moving average price is $52.24 and its 200-day moving average price is $55.81.

Tractor Supply (NASDAQ:TSCO) last announced its earnings results on Thursday, October 23rd. The specialty retailer reported $0.49 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.01. The company had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.72 billion. Tractor Supply had a return on equity of 46.18% and a net margin of 7.18%.The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.45 earnings per share. On average, equities research analysts anticipate that Tractor Supply Company will post 2.17 earnings per share for the current year.

Tractor Supply Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Monday, November 24th were issued a $0.23 dividend. The ex-dividend date was Monday, November 24th. This represents a $0.92 annualized dividend and a yield of 1.7%. Tractor Supply’s dividend payout ratio is 44.23%.

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.