Commerce Bank Purchases Shares of 131,875 Tractor Supply Company $TSCO

Posted by Francis Steltz on Aug 25th, 2026

Commerce Bank acquired a new stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 131,875 shares of the specialty retailer’s stock, valued at approximately $4,169,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. BlackRock Inc. acquired a new stake in Tractor Supply in the second quarter valued at approximately $1,500,967,000. Norges Bank purchased a new position in Tractor Supply in the fourth quarter worth approximately $303,862,000. Select Equity Group L.P. grew its holdings in Tractor Supply by 41.9% during the 2nd quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer’s stock worth $670,887,000 after acquiring an additional 3,753,414 shares in the last quarter. Deutsche Bank AG acquired a new position in Tractor Supply during the 2nd quarter worth approximately $103,881,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Tractor Supply in the 2nd quarter valued at approximately $91,772,000. 98.72% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TSCO. Robert W. Baird reduced their price objective on shares of Tractor Supply from $50.00 to $38.00 and set an “outperform” rating on the stock in a report on Monday, July 20th. Citigroup reiterated a “buy” rating on shares of Tractor Supply in a research note on Thursday, July 16th. Wall Street Zen lowered Tractor Supply from a “hold” rating to a “sell” rating in a report on Sunday, July 12th. Truist Financial set a $32.00 target price on Tractor Supply and gave the company a “hold” rating in a report on Tuesday, June 16th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $38.00 price target (down from $43.00) on shares of Tractor Supply in a research note on Friday, July 24th. Thirteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Tractor Supply has an average rating of “Hold” and a consensus target price of $39.31.

Check Out Our Latest Stock Analysis on Tractor Supply

Tractor Supply Stock Performance

Shares of Tractor Supply stock opened at $35.92 on Tuesday. The firm has a market capitalization of $18.84 billion, a P/E ratio of 18.71, a P/E/G ratio of 11.38 and a beta of 0.47. Tractor Supply Company has a 52 week low of $28.36 and a 52 week high of $62.89. The company has a quick ratio of 0.23, a current ratio of 1.33 and a debt-to-equity ratio of 0.83. The firm’s 50 day moving average is $31.92 and its two-hundred day moving average is $38.47.

Tractor Supply (NASDAQ:TSCO – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.01). The company had revenue of $4.54 billion for the quarter, compared to analysts’ expectations of $4.58 billion. Tractor Supply had a return on equity of 41.74% and a net margin of 6.42%.The firm’s quarterly revenue was up 2.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Research analysts forecast that Tractor Supply Company will post 1.93 EPS for the current fiscal year.

Tractor Supply Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 24th will be paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a yield of 2.7%. The ex-dividend date is Monday, August 24th. Tractor Supply’s dividend payout ratio (DPR) is currently 50.00%.

Insider Buying and Selling

In related news, CEO Harry A. Lawton III acquired 15,600 shares of the firm’s 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 purchase, the chief executive officer directly owned 15,600 shares of the company’s stock, valued at approximately $501,540. The trade was a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Andre J. Hawaux bought 3,150 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 3,150 shares of the company’s stock, valued at approximately $100,264.50. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 20,310 shares of company stock worth $652,411 in the last ninety days. 0.64% of the stock is owned by corporate insiders.

About Tractor Supply

(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.