Royal Bank of Canada Reduces Stock Position in Tractor Supply Company $TSCO

Posted by Francis Steltz on Aug 2nd, 2026

Royal Bank of Canada lessened its stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 26.1% in the first quarter, HoldingsChannel reports. The firm owned 1,490,636 shares of the specialty retailer’s stock after selling 526,275 shares during the period. Royal Bank of Canada’s holdings in Tractor Supply were worth $67,526,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in TSCO. Goldman Sachs Group Inc. boosted its holdings in shares of Tractor Supply by 6.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,121,526 shares of the specialty retailer’s stock worth $156,108,000 after buying an additional 184,146 shares during the last quarter. Swedbank AB increased its holdings in Tractor Supply by 3.3% during the fourth quarter. Swedbank AB now owns 1,129,182 shares of the specialty retailer’s stock valued at $56,470,000 after buying an additional 36,495 shares during the last quarter. Nomura Asset Management Co. Ltd. increased its holdings in Tractor Supply by 44.2% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 727,125 shares of the specialty retailer’s stock valued at $36,364,000 after buying an additional 222,750 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in Tractor Supply by 4.4% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,103,395 shares of the specialty retailer’s stock worth $56,086,000 after acquiring an additional 46,010 shares during the period. Finally, King Luther Capital Management Corp raised its position in Tractor Supply by 1.6% in the fourth quarter. King Luther Capital Management Corp now owns 2,387,723 shares of the specialty retailer’s stock worth $119,410,000 after acquiring an additional 36,778 shares during the period. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Jefferies Financial Group reissued a “buy” rating and set a $51.00 price objective on shares of Tractor Supply in a research report on Tuesday, April 21st. Bank of America started coverage on Tractor Supply in a report on Tuesday, April 7th. They issued a “neutral” rating and a $47.00 target price on the stock. Piper Sandler set a $31.00 target price on Tractor Supply and gave the company a “neutral” rating in a research report on Friday, July 24th. Daiwa Securities Group cut their price target on Tractor Supply from $52.00 to $41.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Finally, Weiss Ratings cut Tractor Supply from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, July 23rd. Thirteen equities research 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’s stock. According to MarketBeat.com, Tractor Supply currently has a consensus rating of “Hold” and a consensus target price of $39.31.

Check Out Our Latest Analysis on Tractor Supply

Tractor Supply Price Performance

Shares of NASDAQ:TSCO opened at $30.77 on Friday. The company has a market capitalization of $16.14 billion, a P/E ratio of 16.03, a P/E/G ratio of 10.01 and a beta of 0.46. Tractor Supply Company has a 1-year low of $28.36 and a 1-year high of $62.89. The firm’s 50 day simple moving average is $30.58 and its two-hundred day simple moving average is $40.55. 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 data on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.01). The firm had revenue of $4.54 billion during 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 business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same period last year, the company earned $0.81 earnings per share. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. Research analysts expect 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 was paid on Tuesday, June 9th. Shareholders of record on Wednesday, May 27th were paid a $0.24 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.96 annualized dividend and a yield of 3.1%. Tractor Supply’s payout ratio is presently 50.00%.

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.