JGP Wealth Management LLC Sells 62,833 Shares of Tractor Supply Company $TSCO

Posted by Brenda Bartman on Aug 6th, 2026

JGP Wealth Management LLC lessened its position in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 24.0% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 198,908 shares of the specialty retailer’s stock after selling 62,833 shares during the period. JGP Wealth Management LLC’s holdings in Tractor Supply were worth $6,287,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Garner Asset Management Corp bought a new stake in shares of Tractor Supply during the fourth quarter worth about $25,000. Reflection Asset Management bought a new position in Tractor Supply in the 4th quarter valued at approximately $26,000. Core Wealth Advisors LLC bought a new position in Tractor Supply in the 4th quarter valued at approximately $27,000. Bayban bought a new position in Tractor Supply in the 4th quarter valued at approximately $28,000. Finally, JPL Wealth Management LLC acquired a new stake in Tractor Supply during the 3rd quarter worth approximately $28,000. 98.72% of the stock is currently owned by institutional investors.

Tractor Supply Stock Performance

Shares of Tractor Supply stock opened at $33.41 on Thursday. Tractor Supply Company has a one year low of $28.36 and a one year high of $62.89. The firm has a market capitalization of $17.52 billion, a price-to-earnings ratio of 17.40, a PEG ratio of 10.77 and a beta of 0.47. The business has a 50-day simple moving average of $30.71 and a 200 day simple moving average of $40.09. 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 (NASDAQ:TSCO – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.01). The firm had revenue of $4.54 billion during the quarter, compared to the consensus estimate of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The firm’s revenue was up 2.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. On average, research analysts anticipate that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Wednesday, May 27th were given a $0.24 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.96 annualized dividend and a yield of 2.9%. Tractor Supply’s dividend payout ratio (DPR) is presently 50.00%.

Key Stories Impacting Tractor Supply

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

Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Director Edna Morris also bought 1,560 shares for about $50,606, while Director Andre Hawaux purchased 3,150 shares for roughly $100,265. The purchases may reassure investors that company insiders view recent price levels as attractive. CEO and director insider purchase filings
Positive Sentiment: Tractor Supply announced more than 200 new dog and cat products, including food, treats, toys and everyday essentials. The broader assortment could support customer traffic, market share and sales growth in the pet category. Tractor Supply expands pet assortment
Neutral Sentiment: The stock trades near $33, below its 200-day moving average of $40.22 but above its 50-day average of $30.66. Analysts’ consensus rating is “Hold,” with an average price target of $39.31, suggesting potential upside but limited conviction.
Neutral Sentiment: Tractor Supply continues to pay a quarterly dividend of $0.24, or $0.96 annually, representing a yield of approximately 2.9% at recent prices. Institutional investors own about 98.7% of the shares, indicating strong professional ownership but potentially less incremental buying support.
Negative Sentiment: The company’s latest quarterly results modestly missed expectations: EPS was $0.81 versus $0.82 expected, while revenue of $4.54 billion fell short of the $4.58 billion consensus. Revenue still increased 2.3% year over year, and fiscal 2026 EPS guidance remains $1.90–$2.00, but the miss highlights ongoing execution and growth concerns.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Mizuho set a $28.00 target price on shares of Tractor Supply and gave the stock a “neutral” rating in a report on Friday, July 24th. Piper Sandler set a $31.00 price objective on shares of Tractor Supply and gave the stock a “neutral” rating in a research note on Friday, July 24th. Weiss Ratings downgraded Tractor Supply from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 23rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $38.00 target price (down from $43.00) on shares of Tractor Supply in a report on Friday, July 24th. Finally, Citigroup reissued a “buy” rating on shares of Tractor Supply in a research note on Thursday, July 16th. Thirteen investment 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, Tractor Supply presently has an average rating of “Hold” and an average price target of $39.31.

Read Our Latest Research Report on Tractor Supply

Insider Buying and Selling at Tractor Supply

In other Tractor Supply news, Director Andre J. Hawaux acquired 3,150 shares of the stock in a transaction on Monday, August 3rd. The shares were purchased at an average price of $31.83 per share, for a total transaction of $100,264.50. Following the completion of the acquisition, the director owned 3,150 shares in the company, valued at approximately $100,264.50. This represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Edna Morris acquired 1,560 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was acquired at an average cost of $32.44 per share, for a total transaction of $50,606.40. Following the completion of the purchase, the director directly owned 279,720 shares of the company’s stock, valued at approximately $9,074,116.80. This represents a 0.56% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders acquired 20,310 shares of company stock worth $652,411. 0.64% of the stock is owned by corporate insiders.

Tractor Supply 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.