Tractor Supply Company $TSCO Shares Sold by Keybank National Association OH

Keybank National Association OH reduced its stake in shares of Tractor Supply Company (NASDAQ:TSCO) by 6.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 472,613 shares of the specialty retailer’s stock after selling 34,934 shares during the period. Keybank National Association OH’s holdings in Tractor Supply were worth $26,878,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Tractor Supply by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 67,679,109 shares of the specialty retailer’s stock valued at $3,571,427,000 after acquiring an additional 1,047,687 shares during the last quarter. State Street Corp lifted its stake in shares of Tractor Supply by 0.7% during the second quarter. State Street Corp now owns 23,002,120 shares of the specialty retailer’s stock worth $1,213,822,000 after purchasing an additional 150,392 shares in the last quarter. Geode Capital Management LLC grew its position in Tractor Supply by 2.1% in the second quarter. Geode Capital Management LLC now owns 15,367,775 shares of the specialty retailer’s stock valued at $808,341,000 after acquiring an additional 316,595 shares in the last quarter. Invesco Ltd. grew its holdings in Tractor Supply by 123.4% during the 2nd quarter. Invesco Ltd. now owns 15,079,313 shares of the specialty retailer’s stock valued at $795,735,000 after purchasing an additional 8,329,462 shares in the last quarter. Finally, Select Equity Group L.P. lifted its holdings in Tractor Supply by 41.9% in 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 buying an additional 3,753,414 shares in the last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Stephens set a $53.00 price target on shares of Tractor Supply and gave the stock an “equal weight” rating in a research report on Thursday, January 22nd. Mizuho reduced their price target on shares of Tractor Supply from $65.00 to $58.00 and set an “outperform” rating for the company in a report on Friday. Gordon Haskett cut Tractor Supply from an “accumulate” rating to a “hold” rating and lowered their target price for the company from $57.00 to $50.00 in a research report on Thursday, January 8th. JPMorgan Chase & Co. dropped their price target on shares of Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Morgan Stanley decreased their target price on Tractor Supply from $60.00 to $57.00 and set an “equal weight” rating for the company in a research note on Friday. Fourteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $59.59.

More Tractor Supply News

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

• Positive Sentiment: Company signals ongoing capital returns and store expansion: Tractor Supply highlighted continued dividend growth (15 consecutive years of increases), raised buyback plans (guidance ~ $400M for 2026) and added stores (32 in the quarter, +100 Y/Y), supporting long‑term cash return and growth thesis. MarketBeat: Tractor Supply Company Can Plow New Highs in 2026
• Positive Sentiment: Some analysts reaffirm buys or keep above‑market targets, arguing weakness is transitory: DA Davidson reiterated a Buy with a $60 PT and Citi reaffirmed Buy at $61, citing normalization of sales and margin recovery potential. Street Insider: DA Davidson reiterates Buy
• Neutral Sentiment: Corporate and community actions: Tractor Supply Foundation donated $250,000 to Middle Tennessee winter storm recovery — modest reputational/PR positive but unlikely to move the stock materially. BusinessWire: Foundation donation
• Neutral Sentiment: Earnings call/transcript available: Management described headwinds (discretionary pullback, tariffs, delivery costs) and plans to drive traffic via store modernizations — useful for modeling but not an immediate catalyst. InsiderMonkey: Q4 earnings call transcript
• Negative Sentiment: Q4 results missed on EPS and revenue: TSCO reported $0.43 EPS vs. $0.46 expected and $3.90B revenue vs. $4.03B expected; comps rose only 0.3% and margin pressure was cited (tariffs, freight). This is the primary near‑term driver of today’s weakness. MarketBeat: Q4 results and press release
• Negative Sentiment: FY‑2026 guidance came in below consensus: management guided EPS $2.13–$2.23 (consensus ~ $2.31) and revenue around $16.1–$16.5B (vs. ~$16.6B consensus), prompting analyst reassessments. BusinessWire: Q4 results & FY2026 outlook
• Negative Sentiment: Multiple analyst price‑target cuts and some rating trims: JPMorgan cut its PT to $59 and set Neutral, Morgan Stanley trimmed to $57 (Equal Weight), TD Cowen cut to $53 (Hold), and other shops lowered PTs — adding selling pressure and dampening near‑term sentiment. TickerReport / Benzinga coverage of analyst action
• Negative Sentiment: Industry headwinds cited: management and coverage note discretionary spending pullback and tariff/delivery cost pressure that compressed margins — a risk to near‑term profitability until sales mix or margins improve. Benzinga: Discretionary spending & tariffs

Tractor Supply Trading Down 0.2%

Shares of NASDAQ:TSCO opened at $50.88 on Friday. The firm has a fifty day moving average of $52.30 and a two-hundred day moving average of $55.68. The company has a quick ratio of 0.14, a current ratio of 1.34 and a debt-to-equity ratio of 0.70. Tractor Supply Company has a 12-month low of $46.85 and a 12-month high of $63.99. The firm has a market capitalization of $26.88 billion, a P/E ratio of 24.58, a price-to-earnings-growth ratio of 2.39 and a beta of 0.74.

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

Tractor Supply Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Monday, November 24th were paid a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Monday, November 24th. Tractor Supply’s dividend payout ratio (DPR) is presently 44.44%.

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.