Running Oak Capital LLC Decreases Stake in Tractor Supply Company $TSCO

Running Oak Capital LLC decreased its holdings in Tractor Supply Company (NASDAQ:TSCO) by 5.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 286,768 shares of the specialty retailer’s stock after selling 17,645 shares during the quarter. Running Oak Capital LLC’s holdings in Tractor Supply were worth $16,308,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. GPS Wealth Strategies Group LLC boosted its position in shares of Tractor Supply by 1.0% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 17,908 shares of the specialty retailer’s stock worth $945,000 after buying an additional 175 shares in the last quarter. Financial Network Wealth Advisors LLC raised its position in Tractor Supply by 8.0% during the third quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer’s stock worth $140,000 after acquiring an additional 182 shares during the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Tractor Supply by 0.6% in the third quarter. Perigon Wealth Management LLC now owns 34,036 shares of the specialty retailer’s stock valued at $1,936,000 after purchasing an additional 200 shares in the last quarter. Colonial Trust Advisors raised its holdings in shares of Tractor Supply by 1.3% in the second quarter. Colonial Trust Advisors now owns 16,489 shares of the specialty retailer’s stock worth $870,000 after acquiring an additional 214 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of Tractor Supply by 22.7% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,190 shares of the specialty retailer’s stock worth $63,000 after purchasing an additional 220 shares during the last quarter. 98.72% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TSCO has been the subject of several analyst reports. Piper Sandler dropped their target price on Tractor Supply from $67.00 to $59.00 and set an “overweight” rating for the company in a research note on Friday. JPMorgan Chase & Co. cut their target price on Tractor Supply from $62.00 to $59.00 and set a “neutral” rating on the stock in a research report on Friday. Weiss Ratings reissued a “hold (c+)” rating on shares of Tractor Supply in a research report on Monday, December 29th. DA Davidson restated a “buy” rating and set a $60.00 price target on shares of Tractor Supply in a research note on Friday. Finally, Wolfe Research reissued an “outperform” rating and set a $57.00 target price on shares of Tractor Supply in a research report on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Tractor Supply has an average rating of “Moderate Buy” and an average price target of $59.78.

Key Headlines Impacting Tractor Supply

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

• Positive Sentiment: Tractor Supply is listed among the retailers planning the most store openings in 2026, which supports growth and footprint expansion narratives for TSCO. Here are the retailers with the most store openings and closures planned for 2026
• Positive Sentiment: DA Davidson reiterated a “Buy” rating on TSCO, providing continued analyst support for the stock. Tractor Supply’s (TSCO) “Buy” Rating Reiterated at DA Davidson
• Neutral Sentiment: Argus trimmed its price target from $67 to $64 but kept a Buy rating — the target still implies meaningful upside versus the current share level, making this a mixed signal. Analyst Report: Tractor Supply Co. (Argus coverage)
• Neutral Sentiment: A broader analyst report was posted on Yahoo Finance (coverage/notes available), but it did not introduce a clear new catalyst beyond ongoing analyst commentary. Analyst Report: Tractor Supply Co.
• Negative Sentiment: TD Cowen cut its price target to $53, which is near the current share level and represents bearish near‑term pressure. TD Cowen Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $53.00
• Negative Sentiment: Jefferies lowered its target to $60, reducing upside vs. prior expectations. Jefferies Financial Group Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $60.00
• Negative Sentiment: Morgan Stanley trimmed its target to $57, another downward revision from a major shop. Morgan Stanley Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $57.00
• Negative Sentiment: Piper Sandler reduced its price target to $59, signaling more cautious near‑term expectations. Piper Sandler Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $59.00
• Negative Sentiment: Mizuho cut its target to $58, adding to the cluster of downward revisions from sell‑side firms. Mizuho Cuts Tractor Supply (NASDAQ:TSCO) Price Target to $58.00

Tractor Supply Trading Up 4.1%

Shares of TSCO opened at $52.98 on Tuesday. Tractor Supply Company has a one year low of $46.85 and a one year high of $63.99. The stock has a 50-day moving average price of $52.30 and a 200 day moving average price of $55.65. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.16 and a current ratio of 1.34. The company has a market capitalization of $27.99 billion, a P/E ratio of 25.59, a P/E/G ratio of 2.54 and a beta of 0.74.

Tractor Supply (NASDAQ:TSCO) last posted its quarterly earnings data 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 business had revenue of $3.90 billion for 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 quarter in the prior year, the firm earned $0.44 earnings per share. Sell-side analysts forecast that Tractor Supply Company will post 2.17 EPS for the current fiscal year.

Tractor Supply Announces Dividend

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