TSCO

TRACTOR SUPPLY CO /DE/

Nasdaq · Retail-Building Materials, Hardware, Garden Supply · Inc. DE · CIK 0000916365
$31.25 -0.03% $16.4B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)26 New Institutional Positions24 Institutional ExitsCongressional Activity (4)
Vol
Market Cap$16.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$14.5B
Inst. Activity26 buys / 24 sells
Insider Activity0B / 4S
Insider Net $-$7.0M
SEC Reports7
Congressional5 trades
Exchange Nasdaq·Sector Retail-Building Materials, Hardware, Garden Supply·Inc. DE·CIK 0000916365·Prev Close $31.26

Recent Activity

May 28, 2026 SEC
Tractor Supply Company acquired VIP Petcare, the largest provider of mobile veterinary care in the US, from PetIQ. The a
8-K — Impact 6/10
May 21, 2026 SEC
Tractor Supply Company entered into an amended and restated $1.3 billion unsecured revolving credit facility, refinancin
8-K — Impact 3/10
May 18, 2026 dark_pool
Dark Pool: TSCO — 12.4M shares, 139,098 trades
Week starting 2026-05-18. Total ATS volume: 12,370,520 shares across 139,098 trades.
May 15, 2026 SEC
Tractor Supply Company filed an 8-K reporting results from its 2026 Annual Meeting of Stockholders, including the electi
8-K — Impact 2/10
May 14, 2026 Insider
Brown Joy was granted 5,712 shares
Director
May 14, 2026 Insider
Weikel Mark J was granted 5,712 shares
Director
May 14, 2026 Insider
Cardenas Ricardo was granted 5,712 shares
Director
Inst.
Capital International Investors — TRIM
12,254,237 shares ($555.2M)

Price Targets

$46.04 +47.3% upside Strong Buy
Current $31.25 Low $36.00 Median $45.00 High $60.00 27 analysts
$36.00 $60.00

Analyst Ratings

Hold57% buy · 37 analysts
9Strong Buy
12Buy
16Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Guggenheim MAINTAIN Buy → Buy
May 5, 2026 Piper Sandler DOWNGRADE Overweight → Neutral
Apr 27, 2026 TD Cowen MAINTAIN Hold → Hold
Apr 23, 2026 Citigroup MAINTAIN Buy → Buy
Apr 23, 2026 Guggenheim MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.86 $0.82 — $0.88 6% YoY 21
Next Q $0.51 $0.47 — $0.52 3% YoY 21
Current FY $2.13 $2.05 — $2.17 3% YoY 22
Next FY $2.31 $2.00 — $2.50 9% YoY 22

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$2.1B
VANGUARD CAPITAL MANAGEMENT LLC$1.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
STATE STREET CORP$1.0B

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Brown JoyA$0.00
May 14, 2026Weikel MarkA$0.00
May 14, 2026Cardenas RicardoA$0.00
May 14, 2026Ham MargaretA$0.00
May 14, 2026Hawaux AndreA$0.00

Congressional Trades

3 members: 1 buys, 4 sells
MemberPartyTypeAmount
Josh GottheimerDSELL$15,001 - $50,000
Jared MoskowitzDSELL$1,001 - $15,000
Jared MoskowitzDSELL$1,001 - $15,000
50 institutional holders with $14.5B total value (320,097,513 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.45,340,524$2.1B14.2%
3VANGUARD CAPITAL MANAGEMENT LLC34,286,407$1.6B10.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC27,886,276$1.3B8.7%
5STATE STREET CORP22,835,068$1.0B7.1%
6Invesco Ltd.20,254,776$917.5M6.3%
7Capital World Investors15,565,779$705.1M4.9%
8Select Equity Group, L.P.13,296,464$602.3M4.2%
9Capital International Investors12,254,237$555.2M3.8%TRIM -49.5%
10Capital Research Global Investors10,634,640$481.8M3.3%NEW
11FRANKLIN RESOURCES INC9,719,433$440.3M3.0%ADD +26.1%
12ALLIANCEBERNSTEIN L.P.8,322,947$416.2M2.9%
13MORGAN STANLEY8,485,110$384.4M2.6%
14STIFEL FINANCIAL CORP7,329,552$332.0M2.3%
15WELLS FARGO & COMPANY/MN5,709,436$258.6M1.8%
16DIMENSIONAL FUND ADVISORS LP5,267,878$238.6M1.6%
17GOLDMAN SACHS GROUP INC4,930,511$223.4M1.5%
18BANK OF AMERICA CORP /DE/4,454,178$201.8M1.4%TRIM -33.2%
19Amundi4,449,235$201.6M1.4%
20ENVESTNET ASSET MANAGEMENT INC4,322,702$195.8M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital International InvestorsTRIM24,279,04612,254,237-49.5%$555.2M2026-Q1
Capital Research Global InvestorsNEW10,634,640$481.8M2026-Q1
FRANKLIN RESOURCES INCADD7,705,5799,719,433+26.1%$440.3M2026-Q1
BANK OF AMERICA CORP /DE/TRIM6,668,8304,454,178-33.2%$201.8M2026-Q1
MARSHALL WACE, LLPADD1,768,2472,677,665+51.4%$121.3M2026-Q1
Clearbridge Investments, LLCTRIM3,042,5982,201,061-27.7%$99.7M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD959,6201,362,995+42.0%$61.7M2026-Q1
NOMURA ASSET MANAGEMENT CO LTDADD727,1251,065,761+46.6%$48.3M2026-Q1
FEDERATED HERMES, INC.TRIM1,225,947726,630-40.7%$32.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT5,080,713680,647-86.6%$30.8M2026-Q1
AMERIPRISE FINANCIAL INCTRIM1,032,177630,585-38.9%$28.6M2026-Q1
Beacon Pointe Advisors, LLCDOUBLED5,902485,719+8129.7%$22.0M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD372,000473,400+27.3%$21.4M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM1,152,538461,508-60.0%$20.9M2026-Q1
Freestone Grove Partners LPNEW429,422$19.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEAR_EXIT22,651,902424,505-98.1%$19.2M2026-Q1
ExodusPoint Capital Management, LPADD270,572389,550+44.0%$17.6M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM496,157362,574-26.9%$16.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD236,010356,322+51.0%$16.1M2026-Q1
SEI INVESTMENTS COADD217,859305,512+40.2%$13.8M2026-Q1
Jain Global LLCNEW302,138$13.7M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD145,550257,350+76.8%$11.7M2026-Q1
Neuberger Berman Group LLCNEAR_EXIT2,537,204247,998-90.2%$11.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED90,192227,462+152.2%$10.3M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM388,193213,240-45.1%$9.3M2026-Q1
17 unique insiders with 50 transactions. Net insider value: -$7.0M ($0.00 bought, $7.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Brown JoyDirectorAWARD5,712
May 14, 2026Weikel Mark JDirectorAWARD5,712
May 14, 2026Cardenas RicardoDirectorAWARD5,712
May 14, 2026Ham Margaret MDirectorAWARD5,712
May 14, 2026Hawaux Andre JDirectorAWARD5,712
May 14, 2026Krishnan RamkumarDirectorAWARD5,712
May 14, 2026Syngal SoniaDirectorAWARD5,712
May 14, 2026MORRIS EDNADirectorAWARD9,174
May 14, 2026Jackson Denise LDirectorAWARD5,712
Apr 1, 2026Krishnan RamkumarDirectorAWARD579.47$45.30$26.2K
Apr 1, 2026Ham Margaret MDirectorAWARD289.735$45.30$13.1K
Feb 13, 2026Yankee ColinEVP Chief Supply Chain OfficerEXERCISE5,475$46.55$254.9K
Feb 13, 2026Yankee ColinEVP Chief Supply Chain OfficerSELL4,694$55.37$259.9K
Feb 12, 2026Ordus John PEVP Chief Stores OfficerTAX W/H680.362$54.06$36.8K
Feb 12, 2026Mills Robert DEVP Chief Technology OfficerTAX W/H866.094$54.06$46.8K
Feb 12, 2026Lawton III Harry APresident & CEOTAX W/H5,724.245$54.06$309.5K
Feb 12, 2026Kersey MelissaEVP Chief HR OfficerTAX W/H556.803$54.06$30.1K
Feb 12, 2026Estep Jonathan SEVP Chief Merchandise OfficerTAX W/H804.315$54.06$43.5K
Feb 12, 2026Barton Kurt DEVP Chief Financial OfficerTAX W/H966.619$54.06$52.3K
Feb 12, 2026Gardiner Kimberley S.SVP Chief Marketing OfficerTAX W/H314.587$54.06$17.0K
Feb 12, 2026Yankee ColinEVP Chief Supply Chain OfficerTAX W/H587.89$54.06$31.8K
Feb 11, 2026Estep Jonathan SEVP Chief Merchandise OfficerSELL59,745$54.03$3.2M
Feb 11, 2026Estep Jonathan SEVP Chief Merchandise OfficerEXERCISE59,745$28.64$1.7M
Feb 11, 2026Mills Robert DEVP Chief Technology OfficerSELL62,950$54.12$3.4M
Feb 11, 2026Mills Robert DEVP Chief Technology OfficerEXERCISE35,410$28.64$1.0M
Feb 10, 2026Lawton III Harry APresident & CEOAWARD208,369
Feb 10, 2026Lawton III Harry APresident & CEOAWARD46,547
Feb 10, 2026Gardiner Kimberley S.SVP Chief Marketing OfficerAWARD14,575
Feb 10, 2026Gardiner Kimberley S.SVP Chief Marketing OfficerAWARD3,255
Feb 10, 2026Yankee ColinEVP Chief Supply Chain OfficerAWARD32,388
Feb 10, 2026Yankee ColinEVP Chief Supply Chain OfficerAWARD7,235
Feb 10, 2026Barton Kurt DEVP Chief Financial OfficerAWARD47,503
Feb 10, 2026Barton Kurt DEVP Chief Financial OfficerSELL1,884$53.81$101.4K
Feb 10, 2026Barton Kurt DEVP Chief Financial OfficerAWARD10,611
Feb 10, 2026Kersey MelissaEVP Chief HR OfficerAWARD23,751
Feb 10, 2026Kersey MelissaEVP Chief HR OfficerAWARD5,305
Feb 10, 2026Estep Jonathan SEVP Chief Merchandise OfficerAWARD32,389
Feb 10, 2026Estep Jonathan SEVP Chief Merchandise OfficerAWARD7,235
Feb 10, 2026Ordus John PEVP Chief Stores OfficerAWARD28,070
Feb 10, 2026Ordus John PEVP Chief Stores OfficerAWARD6,270
Feb 10, 2026Mills Robert DEVP Chief Technology OfficerAWARD32,389
Feb 10, 2026Mills Robert DEVP Chief Technology OfficerAWARD7,235
Feb 10, 2026Syngal SoniaDirectorAWARD781
Feb 8, 2026Ordus John PEVP Chief Stores OfficerTAX W/H596.427$54.74$32.6K
Feb 8, 2026Mills Robert DEVP Chief Technology OfficerTAX W/H1,367.414$54.74$74.8K
Feb 8, 2026Barton Kurt DEVP Chief Financial OfficerTAX W/H900.948$54.74$49.3K
Feb 8, 2026Kersey MelissaEVP Chief HR OfficerTAX W/H607.25$54.74$33.2K
Feb 8, 2026Lawton III Harry APresident & CEOTAX W/H6,203.528$54.74$339.6K
Feb 8, 2026Estep Jonathan SEVP Chief Merchandise OfficerTAX W/H359.504$54.38$19.5K
Feb 8, 2026Yankee ColinEVP Chief Supply Chain OfficerTAX W/H609.144$54.74$33.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 37 analysts: 9 strong buy, 12 buy, 16 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$46.04 mean target +47.3% upside Strong Buy (2.00)
$36.00 Low $60.00 High
MetricValue
Current Price$31.25
Target Low$36.00
Target Mean$46.04
Target Median$45.00
Target High$60.00
# Analysts27
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.86 $0.82 $0.88 5.8% -0.1% 0↑ 2↓ $4.7B 5.0% 21
Next Q
2026-09-30
$0.51 $0.47 $0.52 3.1% +0.1% 1↑ 1↓ $3.9B 4.0% 21
Current FY
2026-12-31
$2.13 $2.05 $2.17 3.3% -0.0% 0↑ 2↓ $16.2B 4.5% 22
Next FY
2027-12-31
$2.31 $2.00 $2.50 8.6% +0.0% 0↑ 21↓ $17.1B 5.6% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.857
7d ago$0.858-0.000
30d ago$0.858-0.000
60d ago$0.867-0.010
90d ago$0.867-0.010
19 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Guggenheim MAINTAIN Buy Buy
May 5, 2026 Piper Sandler DOWNGRADE Overweight Neutral
Apr 27, 2026 TD Cowen MAINTAIN Hold Hold
Apr 23, 2026 Citigroup MAINTAIN Buy Buy
Apr 23, 2026 Guggenheim MAINTAIN Buy Buy
Apr 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 22, 2026 UBS MAINTAIN Neutral Neutral
Apr 22, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Apr 22, 2026 DA Davidson MAINTAIN Buy Buy
Apr 22, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 22, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 22, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 22, 2026 Baird MAINTAIN Outperform Outperform
Apr 22, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 22, 2026 Truist Securities MAINTAIN Hold Hold
Apr 17, 2026 Baird MAINTAIN Outperform Outperform
Apr 16, 2026 DA Davidson MAINTAIN Buy Buy
Apr 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 7, 2026 Citigroup MAINTAIN Buy Buy
Apr 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 2, 2026 Argus Research MAINTAIN Buy Buy
Jan 30, 2026 Jefferies MAINTAIN Buy Buy
Jan 30, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 30, 2026 DA Davidson MAINTAIN Buy Buy
Jan 30, 2026 TD Cowen MAINTAIN Hold Hold
Jan 30, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 30, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 30, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 30, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 30, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 29, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 23, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 22, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 Guggenheim REITERATE Buy Buy
Jan 20, 2026 TD Cowen MAINTAIN Hold Hold
Jan 16, 2026 Citigroup MAINTAIN Buy Buy
Jan 16, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 Gordon Haskett DOWNGRADE Buy Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026912160057%
May 1, 2026912160057%
Apr 1, 20261012150059%
Mar 1, 20261012160058%
Feb 1, 20261012160058%
Jan 1, 20261014140063%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 1 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 9, 2026Josh GottheimerDHOUSESELL$15,001 - $50,000Tractor Supply CoMay 20, 2026 (42d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Tractor Supply CoMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Tractor Supply CoMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$15,001 - $50,000Tractor Supply CoMay 1, 2026 (40d)
Feb 10, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000Tractor Supply CoMar 11, 2026 (30d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: TSCO — 12.4M shares, 139,098 trades
Week starting 2026-05-18. Total ATS volume: 12,370,520 shares across 139,098 trades.
May 11, 2026
dark_pool
Dark Pool: TSCO — 12.7M shares, 145,065 trades
Week starting 2026-05-11. Total ATS volume: 12,696,147 shares across 145,065 trades.
May 6, 2026
short_interest
FTD: TSCO — 40,654 shares ($1.3M) failed to deliver
Settlement: 20260506, Price: $32.68, FTD Value: $1,328,572.72, TRACTOR SUPPLY CO
May 5, 2026
short_interest
FTD: TSCO — 30,454 shares ($1.0M) failed to deliver
Settlement: 20260505, Price: $32.31, FTD Value: $983,968.74, TRACTOR SUPPLY CO
May 4, 2026
dark_pool
Dark Pool: TSCO — 19.4M shares, 175,235 trades
Week starting 2026-05-04. Total ATS volume: 19,397,661 shares across 175,235 trades.
Apr 30, 2026
short_interest
FTD: TSCO — 55,200 shares ($1.9M) failed to deliver
Settlement: 20260430, Price: $34.77, FTD Value: $1,919,304, TRACTOR SUPPLY CO
Apr 28, 2026
short_interest
FTD: TSCO — 189,018 shares ($6.7M) failed to deliver
Settlement: 20260428, Price: $35.67, FTD Value: $6,742,272.06, TRACTOR SUPPLY CO
Apr 27, 2026
dark_pool
Dark Pool: TSCO — 14.3M shares, 149,190 trades
Week starting 2026-04-27. Total ATS volume: 14,333,283 shares across 149,190 trades.
Apr 21, 2026
earnings_calendar
TSCO Q1 2026 Earnings Scheduled — 2026-04-21
Apr 21, 2026
short_volume
Short Volume: TSCO — 55.3% short (6.3M / 11.4M)
Short: 6,286,069 | Exempt: 206,075 | TRF Vol: 11,362,838 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: TSCO — 71.5% short (3.1M / 4.3M)
Short: 3,074,915 | Exempt: 3,130 | TRF Vol: 4,303,071 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: TSCO — 20.5M shares, 195,153 trades
Week starting 2026-04-20. Total ATS volume: 20,477,044 shares across 195,153 trades.
Apr 17, 2026
short_interest
FTD: TSCO — 84,231 shares ($3.8M) failed to deliver
Settlement: 20260417, Price: $44.63, FTD Value: $3,759,229.53, TRACTOR SUPPLY CO
Apr 15, 2026
short_volume
Short Volume: TSCO — 61.7% short (1.5M / 2.5M)
Short: 1,526,480 | Exempt: 1,662 | TRF Vol: 2,472,467 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: TSCO — 8.2M shares, 109,794 trades
Week starting 2026-04-13. Total ATS volume: 8,157,442 shares across 109,794 trades.