Dimensional Fund Advisors LP Acquires 89,295 Shares of Tractor Supply Company $TSCO

Dimensional Fund Advisors LP grew its holdings in Tractor Supply Company (NASDAQ:TSCO) by 1.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,267,878 shares of the specialty retailer’s stock after buying an additional 89,295 shares during the period. Dimensional Fund Advisors LP’s holdings in Tractor Supply were worth $238,639,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in TSCO. JPL Wealth Management LLC bought a new position in shares of Tractor Supply in the 3rd quarter valued at about $28,000. Garner Asset Management Corp bought a new stake in Tractor Supply during the fourth quarter worth approximately $25,000. Reflection Asset Management bought a new stake in Tractor Supply during the fourth quarter worth approximately $26,000. Core Wealth Advisors LLC purchased a new stake in Tractor Supply during the fourth quarter valued at approximately $27,000. Finally, Bayban purchased a new stake in Tractor Supply during the fourth quarter valued at approximately $28,000. 98.72% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on TSCO shares. JPMorgan Chase & Co. lowered their price objective on Tractor Supply from $55.00 to $48.00 and set a “neutral” rating for the company in a research note on Wednesday, April 22nd. Truist Financial set a $32.00 price target on Tractor Supply and gave the company a “hold” rating in a report on Tuesday, June 16th. Gordon Haskett raised their price target on Tractor Supply from $40.00 to $50.00 in a research report on Friday, June 12th. Morgan Stanley dropped their price objective on shares of Tractor Supply from $57.00 to $45.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 22nd. Finally, Barclays set a $35.00 price objective on shares of Tractor Supply and gave the company an “equal weight” rating in a research report on Monday, July 13th. Thirteen investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Tractor Supply presently has an average rating of “Hold” and an average target price of $40.88.

Tractor Supply Stock Up 3.3%

Shares of NASDAQ:TSCO opened at $30.32 on Friday. Tractor Supply Company has a 1 year low of $28.36 and a 1 year high of $63.99. The business has a 50 day simple moving average of $30.62 and a two-hundred day simple moving average of $41.31. The firm has a market capitalization of $15.90 billion, a PE ratio of 14.86, a price-to-earnings-growth ratio of 6.37 and a beta of 0.46. 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 quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.01). Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.The business had revenue of $4.54 billion during the quarter, compared to analysts’ expectations of $4.58 billion. During the same quarter in the previous year, the company posted $0.81 earnings per share. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. On average, equities analysts predict that Tractor Supply Company will post 2.08 EPS for the current year.

Tractor Supply Announces Dividend

The firm also recently announced 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 dividend on an annualized basis and a yield of 3.2%. Tractor Supply’s dividend payout ratio (DPR) is presently 47.06%.

Key Stories Impacting Tractor Supply

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

• Positive Sentiment: Tractor Supply launched Instacart same-day delivery from about 2,400 stores, a move that could improve convenience, widen its reach, and support sales growth. Tractor Supply (TSCO) Launches Instacart Same Day Delivery From 2,400 Stores
• Neutral Sentiment: The company’s earnings call highlighted a balance between long-term growth investments and near-term pressure, suggesting management sees demand challenges but still believes in the business strategy. Tractor Supply Balances Growth Initiatives With Near-Term Strain
• Neutral Sentiment: Options activity was unusually heavy, which can signal elevated trader interest and expectations for bigger price movement after the earnings release. Tractor Supply Target of Unusually Large Options Trading (NASDAQ:TSCO)
• Negative Sentiment: Second-quarter EPS of $0.81 missed estimates, and revenue of $4.54 billion fell short of expectations, pointing to softer-than-expected demand. Tractor Supply Company Reports Second Quarter 2026 Financial Results; Updates Fiscal Year 2026 Outlook
• Negative Sentiment: Management lowered full-year 2026 guidance, cutting expected sales growth and setting EPS outlook below Wall Street estimates, which likely weighs on sentiment. Tractor Supply Cuts Outlook Following Tough Quarter
• Negative Sentiment: Analysts also flagged weaker discretionary demand, including soft big-ticket and pet spending, as a reason for the weaker quarter and lower outlook. Tractor Supply lowers guidance amid weak demand for big-ticket items, pet business

Tractor Supply 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.