Lido Advisors LLC Grows Stake in Tractor Supply Company $TSCO

Posted by Brian Himes on Jul 25th, 2026

Lido Advisors LLC boosted its holdings in shares of Tractor Supply Company (NASDAQ:TSCO – Free Report) by 47.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 102,860 shares of the specialty retailer’s stock after purchasing an additional 33,256 shares during the quarter. Lido Advisors LLC’s holdings in Tractor Supply were worth $4,660,000 at the end of the most recent quarter.

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

Wall Street Analyst Weigh In

TSCO has been the subject of a number of research reports. Gordon Haskett upped their target price on shares of Tractor Supply from $40.00 to $50.00 in a research report on Friday, June 12th. Stephens reduced their price target 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, April 22nd. BNP Paribas Exane decreased their price target on shares of Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Argus decreased their price target on shares of Tractor Supply from $64.00 to $50.00 and set a “buy” rating on the stock in a research note on Monday, April 27th. Finally, Loop Capital dropped their price objective on shares of Tractor Supply from $41.00 to $35.00 and set a “hold” rating for the company in a report on Tuesday, June 16th. Thirteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Tractor Supply has an average rating of “Hold” and a consensus target price of $39.65.

Read Our Latest Analysis on TSCO

Tractor Supply Stock Performance

Tractor Supply stock opened at $31.02 on Friday. The company’s 50-day moving average price is $30.63 and its 200-day moving average price is $41.24. The company has a quick ratio of 0.16, a current ratio of 1.33 and a debt-to-equity ratio of 0.83. The company has a market cap of $16.27 billion, a PE ratio of 16.16, a price-to-earnings-growth ratio of 6.94 and a beta of 0.46. Tractor Supply Company has a twelve month low of $28.36 and a twelve month high of $62.89.

Tractor Supply (NASDAQ:TSCO – Get Free Report) last announced its quarterly 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). The business had revenue of $4.54 billion during the quarter, compared to the consensus estimate of $4.58 billion. Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The firm’s revenue was up 2.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. On average, equities research analysts forecast that Tractor Supply Company will post 1.97 EPS for the current fiscal year.

Tractor Supply Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were paid a $0.24 dividend. This represents a $0.96 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Wednesday, May 27th. Tractor Supply’s dividend payout ratio (DPR) is presently 47.06%.

Trending Headlines about Tractor Supply

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

Positive Sentiment: Tractor Supply is expanding delivery options by launching Instacart same-day delivery from 2,400 stores, which could support convenience-driven sales and help offset softer in-store demand. Tractor Supply (TSCO) Launches Instacart Same Day Delivery From 2,400 Stores
Neutral Sentiment: Analysts remain mixed after earnings, with Telsey Advisory Group trimming its price target to $38 while keeping an outperform rating, and Bank of America maintaining a hold rating with a $33 target. Telsey Advisory Group price target cut
Neutral Sentiment: Tractor Supply reported second-quarter EPS of $0.81 and revenue of $4.54 billion, both slightly below expectations, while revenue still rose 2.3% year over year. Quarterly financial results
Negative Sentiment: The company cut its full-year outlook, now guiding for EPS of $1.90 to $2.00 and revenue of $15.9 billion to $16.1 billion, below prior expectations, as it cited a tough May quarter and softer demand for discretionary and pet-related purchases. WSJ outlook cut article
Negative Sentiment: Tractor Supply said it will close 75 Petsense stores, including six in Arkansas, signaling a restructuring of its pet business and pressure in that segment. Petsense store closure article

Tractor Supply Company Profile

(Free Report)

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.