Capital World Investors Has $758 Million Stock Position in Tractor Supply Company $TSCO

Capital World Investors lifted its stake in Tractor Supply Company (NASDAQ:TSCO) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,157,047 shares of the specialty retailer’s stock after acquiring an additional 336,040 shares during the period. Capital World Investors’ holdings in Tractor Supply were worth $758,004,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Field & Main Bank grew its stake in shares of Tractor Supply by 1.1% in the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer’s stock worth $942,000 after acquiring an additional 200 shares during the last quarter. Oak Thistle LLC grew its stake in shares of Tractor Supply by 0.9% in the fourth quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer’s stock worth $1,246,000 after acquiring an additional 215 shares during the last quarter. Vestmark Advisory Solutions Inc. grew its stake in shares of Tractor Supply by 5.1% in the third quarter. Vestmark Advisory Solutions Inc. now owns 4,514 shares of the specialty retailer’s stock worth $257,000 after acquiring an additional 218 shares during the last quarter. Johnson Investment Counsel Inc. grew its stake in shares of Tractor Supply by 1.7% in the third quarter. Johnson Investment Counsel Inc. now owns 12,771 shares of the specialty retailer’s stock worth $726,000 after acquiring an additional 219 shares during the last quarter. Finally, 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 last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.

Tractor Supply Price Performance

Shares of TSCO stock opened at $29.78 on Monday. The stock has a market cap of $15.62 billion, a P/E ratio of 14.60, a price-to-earnings-growth ratio of 2.23 and a beta of 0.47. Tractor Supply Company has a one year low of $28.36 and a one year high of $63.99. The stock has a fifty day moving average price of $36.90 and a 200 day moving average price of $46.58. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16.

Tractor Supply (NASDAQ:TSCO) last issued its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.04). The firm had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period last year, the business earned $0.34 earnings per share. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Analysts predict that Tractor Supply Company will post 2.14 earnings per share for the current year.

Tractor Supply Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Wednesday, May 27th will be paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a yield of 3.2%. The ex-dividend date is Wednesday, May 27th. Tractor Supply’s dividend payout ratio is currently 47.06%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Evercore lowered their price objective on shares of Tractor Supply from $50.00 to $45.00 and set an “outperform” rating on the stock in a research note on Tuesday, May 19th. Truist Financial set a $44.00 price objective on shares of Tractor Supply and gave the stock a “hold” rating in a research note on Tuesday, April 21st. Stephens reduced their target price on Tractor Supply from $53.00 to $43.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 22nd. Bank of America assumed coverage on Tractor Supply in a research report on Tuesday, April 7th. They issued a “neutral” rating and a $47.00 target price for the company. Finally, Wells Fargo & Company reduced their target price on Tractor Supply from $55.00 to $47.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Tractor Supply has an average rating of “Moderate Buy” and a consensus target price of $46.81.

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.