PensionDanmark Pensionsforsikringsaktieselskab Trims Stake in Tractor Supply Company $TSCO

PensionDanmark Pensionsforsikringsaktieselskab lessened its position in Tractor Supply Company (NASDAQ:TSCO) by 30.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 93,327 shares of the specialty retailer’s stock after selling 41,683 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Tractor Supply were worth $2,950,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in TSCO. JPL Wealth Management LLC purchased a new stake in Tractor Supply in the 3rd quarter worth about $28,000. Garner Asset Management Corp bought a new stake in shares of Tractor Supply during the 4th quarter worth approximately $25,000. Reflection Asset Management purchased a new position in Tractor Supply during the 4th quarter valued at $26,000. Core Wealth Advisors LLC bought a new position in Tractor Supply in the 4th quarter valued at $27,000. Finally, Bayban bought a new position in Tractor Supply in the 4th quarter valued at $28,000. 98.72% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Harry A. Lawton III bought 15,600 shares of the stock in a transaction on Tuesday, August 4th. The stock was bought at an average price of $32.15 per share, for a total transaction of $501,540.00. Following the completion of the acquisition, the chief executive officer directly owned 15,600 shares in the company, valued at approximately $501,540. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Andre J. Hawaux bought 3,150 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $31.83 per share, for a total transaction of $100,264.50. Following the transaction, the director directly owned 3,150 shares in the company, valued at approximately $100,264.50. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 20,310 shares of company stock valued at $652,411 over the last 90 days. Corporate insiders own 0.64% of the company’s stock.

Key Tractor Supply News

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

• Positive Sentiment: The board declared a quarterly dividend of $0.24 per share, payable September 8 to shareholders of record August 24. The dividend supports a roughly 2.8% annualized yield and may appeal to income-focused investors. Tractor Supply Company declares quarterly dividend
• Positive Sentiment: Company insiders continued buying shares, including Director Edna Morris’s purchase of 1,560 shares at an average price of $32.44. Recent purchases by the CEO and another director may signal that management views the depressed valuation as attractive. Tractor Supply insider buying
• Neutral Sentiment: Tractor Supply is expanding executive responsibilities after its chief technology officer’s resignation, with the board approving new equity awards for executive vice presidents. The move may improve accountability but also highlights a leadership transition. Tractor Supply expands executive roles
• Negative Sentiment: Tractor Supply reduced its 2026 sales, comparable-store sales and earnings outlook as discretionary demand weakens and labor, freight and other costs remain elevated. The update reinforces concerns following the company’s recent revenue and EPS miss.
• Negative Sentiment: Zacks Research repeatedly cut EPS estimates across late 2026 through 2028, lowering fiscal 2026 EPS to $1.93 from $2.15, fiscal 2027 EPS to $2.09 from $2.36 and fiscal 2028 EPS to $2.45 from $2.66. Zacks maintained a “Strong Sell” rating, creating an overhang for TSCO shares. Tractor Supply cuts 2026 outlook

Analyst Ratings Changes

Several analysts have recently weighed in on TSCO shares. Truist Financial set a $32.00 target price on Tractor Supply and gave the stock a “hold” rating in a research report on Tuesday, June 16th. DA Davidson reduced their price target on shares of Tractor Supply from $50.00 to $40.00 and set a “buy” rating on the stock in a research note on Monday, June 22nd. Citigroup reiterated a “buy” rating on shares of Tractor Supply in a report on Thursday, July 16th. Robert W. Baird dropped their target price on shares of Tractor Supply from $50.00 to $38.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Finally, UBS Group set a $33.00 target price on shares of Tractor Supply and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Thirteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $39.31.

Tractor Supply Price Performance

Shares of Tractor Supply stock opened at $34.56 on Monday. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.33 and a quick ratio of 0.23. Tractor Supply Company has a 1 year low of $28.36 and a 1 year high of $62.89. The firm’s 50-day moving average is $30.83 and its two-hundred day moving average is $39.86. The stock has a market cap of $18.12 billion, a price-to-earnings ratio of 18.00, a PEG ratio of 11.24 and a beta of 0.47.

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

Tractor Supply Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 24th will be paid a $0.24 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.96 dividend on an annualized basis and a yield of 2.8%. Tractor Supply’s payout ratio is 50.00%.

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.