Kurt Barton Sells 1,884 Shares of Tractor Supply (NASDAQ:TSCO) Stock

Tractor Supply Company (NASDAQ:TSCO) CFO Kurt Barton sold 1,884 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $53.81, for a total value of $101,378.04. Following the transaction, the chief financial officer directly owned 52,562 shares in the company, valued at $2,828,361.22. The trade was a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link.

Tractor Supply Trading Up 1.1%

Shares of NASDAQ TSCO opened at $55.03 on Friday. The company has a current ratio of 1.34, a quick ratio of 0.16 and a debt-to-equity ratio of 0.70. Tractor Supply Company has a one year low of $46.85 and a one year high of $63.99. The business has a 50-day moving average price of $52.36 and a two-hundred day moving average price of $55.44. The firm has a market capitalization of $29.08 billion, a PE ratio of 26.58, a PEG ratio of 2.73 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings results 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). The company had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $4.03 billion. Tractor Supply had a return on equity of 44.36% and a net margin of 7.06%.Tractor Supply’s revenue for the quarter was up 3.3% compared to the same quarter last year. During the same period last year, the company earned $0.44 earnings per share. As a group, analysts predict that Tractor Supply Company will post 2.17 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a $0.24 dividend. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.7%. This is a boost from Tractor Supply’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Tuesday, February 24th. Tractor Supply’s dividend payout ratio (DPR) is currently 44.44%.

Institutional Trading of Tractor Supply

Large investors have recently modified their holdings of the company. Invesco Ltd. raised its holdings in Tractor Supply by 123.4% in the 2nd quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock worth $795,735,000 after acquiring an additional 8,329,462 shares during the period. Norges Bank acquired a new stake in shares of Tractor Supply in the fourth quarter valued at about $303,862,000. Victory Capital Management Inc. increased its stake in shares of Tractor Supply by 719.1% in the third quarter. Victory Capital Management Inc. now owns 4,508,661 shares of the specialty retailer’s stock worth $256,408,000 after purchasing an additional 3,958,205 shares during the period. Select Equity Group L.P. lifted its position in shares of Tractor Supply by 41.9% during the 2nd quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer’s stock worth $670,887,000 after purchasing an additional 3,753,414 shares during the last quarter. Finally, APG Asset Management N.V. lifted its position in shares of Tractor Supply by 505.1% during the 3rd quarter. APG Asset Management N.V. now owns 4,329,556 shares of the specialty retailer’s stock worth $246,222,000 after purchasing an additional 3,614,097 shares during the last quarter. 98.72% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on TSCO. JPMorgan Chase & Co. lowered their target price on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Gordon Haskett cut Tractor Supply from an “accumulate” rating to a “hold” rating and lowered their price target for the company from $57.00 to $50.00 in a research note on Thursday, January 8th. UBS Group set a $55.00 price objective on shares of Tractor Supply in a research report on Friday, January 30th. Piper Sandler reduced their target price on shares of Tractor Supply from $67.00 to $59.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Finally, TD Cowen dropped 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 note on Friday, January 30th. Fifteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Tractor Supply presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.78.

Key Tractor Supply News

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

• Positive Sentiment: Board & capital return: Tractor Supply raised its quarterly dividend to $0.24 (a ~4.3% increase) and appointed Sonia Syngal to the board — a signal of shareholder return focus that typically supports income‑oriented buyers. Read More.
• Neutral Sentiment: Logistics strategy: Management is exploring final‑mile delivery capabilities to improve e‑commerce fulfillment. Potential long‑term upside for sales, but it requires investment and will take time to affect margins. Read More.
• Negative Sentiment: Analyst downgrades/estimates: Zacks Research issued multiple downward revisions to 2026–2028 quarterly and annual EPS forecasts and carries a “Strong Sell” stance — this increases downside risk to consensus expectations and can pressure the stock if other brokers follow. Read More.
• Negative Sentiment: Large insider selling: Two EVPs executed sizable mid‑February sales (Robert D. Mills sold ~62,950 shares; Jonathan S. Estep sold ~59,745 shares), a meaningful reduction in holdings that investors often view as bearish. SEC filings available for review. Read More. | Read More.
• Negative Sentiment: Additional insider sale: CFO Kurt Barton sold 1,884 shares (~$101k), a smaller but additive data point in the insider‑selling pattern. Read More.

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.