Tractor Supply Company $TSCO Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Tractor Supply Company (NASDAQ:TSCO) by 3.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 414,032 shares of the specialty retailer’s stock after buying an additional 13,625 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Tractor Supply were worth $20,905,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Wellington Management Group LLP lifted its stake in shares of Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer’s stock worth $1,474,736,000 after buying an additional 420,731 shares during the period. First National Bank of Omaha acquired a new stake in shares of Tractor Supply during the third quarter worth $5,069,000. NEOS Investment Management LLC lifted its stake in shares of Tractor Supply by 49.9% during the third quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer’s stock worth $3,633,000 after buying an additional 21,256 shares during the period. HighTower Advisors LLC boosted its holdings in shares of Tractor Supply by 9.2% in the 3rd quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer’s stock valued at $16,470,000 after acquiring an additional 24,312 shares during the last quarter. Finally, Montrusco Bolton Investments Inc. boosted its holdings in shares of Tractor Supply by 7.5% in the 3rd quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer’s stock valued at $56,900,000 after acquiring an additional 69,498 shares during the last quarter. 98.72% of the stock is currently owned by institutional investors and hedge funds.

Tractor Supply Stock Performance

TSCO opened at $36.73 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16. The firm has a fifty day moving average price of $47.22 and a 200 day moving average price of $51.22. Tractor Supply Company has a 1 year low of $36.60 and a 1 year high of $63.99. The stock has a market cap of $19.32 billion, a P/E ratio of 18.00, a P/E/G ratio of 2.18 and a beta of 0.75.

Tractor Supply (NASDAQ:TSCO) last posted its earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.35 by ($0.04). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The firm had revenue of $3.59 billion during the quarter, compared to analyst estimates of $3.64 billion. During the same quarter in the prior year, the firm earned $0.34 earnings per share. The business’s revenue for the quarter was up 3.6% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Equities research analysts anticipate that Tractor Supply Company will post 2.16 earnings per share for the current year.

Tractor Supply Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a $0.24 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $0.96 annualized dividend and a dividend yield of 2.6%. This is an increase from Tractor Supply’s previous quarterly dividend of $0.23. Tractor Supply’s dividend payout ratio (DPR) is presently 47.06%.

Tractor Supply News Summary

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

• Positive Sentiment: Management reiterated FY2026 guidance and highlighted continued store expansion (40 new stores) and double‑digit digital sales growth, which investors can view as evidence of underlying sales initiatives and long‑term growth levers. Tractor Supply Co (TSCO) Q1 2026 Earnings Call Highlights: Record Store Openings and Digital …
• Positive Sentiment: Several firms kept constructive ratings (buy/outperform) even while lowering targets — e.g., Goldman Sachs (buy, PT trimmed to $55) and Raymond James/BNP Paribas maintained upside views — signaling some analysts still see material upside at depressed prices. Goldman Sachs adjusts price target on Tractor Supply to 55 from 59, maintains buy rating
• Neutral Sentiment: Some coverage frames TSCO as a relative value option vs. peers (e.g., Petco/WOOF), which may attract value/dividend investors if the price weakness persists. WOOF vs TSCO: Which Stock Is the Better Value Option?
• Neutral Sentiment: With the share decline, TSCO’s dividend yield has increased, prompting some investors to call it oversold and a potential income/value play — a longer‑horizon catalyst for some buyers. This Dividend Stock Is Getting Crushed. But With Its Dividend Yield Crossing 2.4%, Is It Time to Buy?
• Negative Sentiment: Q1 results disappointed: EPS $0.31 vs. $0.35 expected and revenue $3.59B vs. $3.64B expected; same‑store sales were essentially flat, which directly triggered the selloff. Why Tractor Supply (TSCO) Is Down 12.1% After Q1 Earnings Miss and Flat Same-Store Sales
• Negative Sentiment: Major brokerages moved quickly to cut price targets (many on 4/24) and issued more cautious notes — a coordinated analyst reset that amplifies selling pressure and reduces near‑term conviction. Representative cuts include Barclays, JPMorgan, UBS and others. Barclays adjusts price target on Tractor Supply to 44 from 51, maintains equalweight rating
• Negative Sentiment: The stock hit a new one‑year low and saw elevated trading volume following the miss and analyst reactions — technical weakness that can prolong downward pressure until fresh positive catalysts emerge. Tractor Supply (NASDAQ:TSCO) Sets New 1-Year Low After Earnings Miss

Insider Transactions at Tractor Supply

In related news, EVP Colin Yankee sold 11,170 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $55.35, for a total value of $618,259.50. Following the completion of the transaction, the executive vice president directly owned 45,515 shares in the company, valued at $2,519,255.25. The trade was a 19.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Robert D. Mills sold 62,950 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the completion of the transaction, the executive vice president owned 122,834 shares of the company’s stock, valued at approximately $6,647,776.08. This represents a 33.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 222,348 shares of company stock worth $11,959,621. Insiders own 0.64% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on TSCO. Citigroup dropped their price objective on shares of Tractor Supply from $55.00 to $46.00 and set a “buy” rating on the stock in a report on Thursday. Morgan Stanley dropped their price objective on shares of Tractor Supply from $57.00 to $45.00 and set an “equal weight” rating on the stock in a report on Wednesday. Stephens dropped their price objective on shares of Tractor Supply from $53.00 to $43.00 and set an “equal weight” rating on the stock in a report on Wednesday. Argus dropped their price objective on shares of Tractor Supply from $67.00 to $64.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Tractor Supply in a report on Monday, December 29th. Fifteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $49.08.

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.