Tractor Supply (NASDAQ:TSCO) Shares Sold Off Rep. April McClain Delaney

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Tractor Supply Company (NASDAQ:TSCO). In a filing disclosed on August 03rd, the Representative disclosed that they had sold between $15,001 and $50,000 in Tractor Supply stock on July 27th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

Tractor Supply Price Performance

Shares of Tractor Supply stock opened at $33.41 on Thursday. The company has a quick ratio of 0.23, a current ratio of 1.33 and a debt-to-equity ratio of 0.83. The stock has a market capitalization of $17.52 billion, a price-to-earnings ratio of 17.40, a price-to-earnings-growth ratio of 10.77 and a beta of 0.47. Tractor Supply Company has a twelve month low of $28.36 and a twelve month high of $62.89. The company has a 50-day simple moving average of $30.71 and a two-hundred day simple moving average of $40.09.

Tractor Supply (NASDAQ:TSCO) last announced its earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.01). The business had revenue of $4.54 billion for the quarter, compared to analyst estimates of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Analysts forecast that Tractor Supply Company will post 1.93 EPS for the current year.

Tractor Supply Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Wednesday, May 27th were paid a $0.24 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.96 annualized dividend and a yield of 2.9%. Tractor Supply’s payout ratio is 50.00%.

Analysts Set New Price Targets

A number of research firms have commented on TSCO. UBS Group set a $33.00 price objective on Tractor Supply and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. Loop Capital cut their target price on Tractor Supply from $41.00 to $35.00 and set a “hold” rating for the company in a research report on Tuesday, June 16th. Daiwa Securities Group decreased their price target on Tractor Supply from $52.00 to $41.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Morgan Stanley restated a “negative” rating and issued a $35.00 price target on shares of Tractor Supply in a research report on Friday, July 24th. Finally, Telsey Advisory Group dropped their price target on Tractor Supply from $40.00 to $38.00 and set an “outperform” rating for the company in a research note on Friday, July 24th. Thirteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $39.31.

Insider Buying and Selling

In other news, Director Edna Morris purchased 1,560 shares of the stock in a transaction on Tuesday, August 4th. The stock was purchased at an average price of $32.44 per share, for a total transaction of $50,606.40. Following the acquisition, the director owned 279,720 shares in the company, valued at $9,074,116.80. This trade represents a 0.56% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Andre J. Hawaux acquired 3,150 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were purchased at an average price of $31.83 per share, with a total value of $100,264.50. Following the completion of the transaction, the director owned 3,150 shares of the company’s stock, valued at $100,264.50. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 20,310 shares of company stock valued at $652,411 over the last ninety days. 0.64% of the stock is owned by company insiders.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Director Edna Morris also bought 1,560 shares for about $50,606, while Director Andre Hawaux purchased 3,150 shares for roughly $100,265. The purchases may reassure investors that company insiders view recent price levels as attractive. CEO and director insider purchase filings
• Positive Sentiment: Tractor Supply announced more than 200 new dog and cat products, including food, treats, toys and everyday essentials. The broader assortment could support customer traffic, market share and sales growth in the pet category. Tractor Supply expands pet assortment
• Neutral Sentiment: The stock trades near $33, below its 200-day moving average of $40.22 but above its 50-day average of $30.66. Analysts’ consensus rating is “Hold,” with an average price target of $39.31, suggesting potential upside but limited conviction.
• Neutral Sentiment: Tractor Supply continues to pay a quarterly dividend of $0.24, or $0.96 annually, representing a yield of approximately 2.9% at recent prices. Institutional investors own about 98.7% of the shares, indicating strong professional ownership but potentially less incremental buying support.
• Negative Sentiment: The company’s latest quarterly results modestly missed expectations: EPS was $0.81 versus $0.82 expected, while revenue of $4.54 billion fell short of the $4.58 billion consensus. Revenue still increased 2.3% year over year, and fiscal 2026 EPS guidance remains $1.90–$2.00, but the miss highlights ongoing execution and growth concerns.

Institutional Investors Weigh In On Tractor Supply

Several hedge funds and other institutional investors have recently made changes to their positions in TSCO. Goldman Sachs Group Inc. lifted its holdings in Tractor Supply by 6.3% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,121,526 shares of the specialty retailer’s stock worth $156,108,000 after buying an additional 184,146 shares during the period. Swedbank AB grew its position in shares of Tractor Supply by 3.3% in the 4th quarter. Swedbank AB now owns 1,129,182 shares of the specialty retailer’s stock valued at $56,470,000 after buying an additional 36,495 shares during the last quarter. Nomura Asset Management Co. Ltd. increased its stake in shares of Tractor Supply by 44.2% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 727,125 shares of the specialty retailer’s stock valued at $36,364,000 after buying an additional 222,750 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Tractor Supply by 4.4% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,103,395 shares of the specialty retailer’s stock worth $56,086,000 after acquiring an additional 46,010 shares during the last quarter. Finally, King Luther Capital Management Corp raised its position in shares of Tractor Supply by 1.6% during the fourth quarter. King Luther Capital Management Corp now owns 2,387,723 shares of the specialty retailer’s stock worth $119,410,000 after acquiring an additional 36,778 shares during the last quarter. 98.72% of the stock is owned by institutional investors.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.