Pacer Advisors Inc. Decreases Position in Tractor Supply Company $TSCO

Posted by Brian Himes on Aug 10th, 2026

Pacer Advisors Inc. cut its holdings in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 35.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,680 shares of the specialty retailer’s stock after selling 15,217 shares during the period. Pacer Advisors Inc.’s holdings in Tractor Supply were worth $1,254,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in TSCO. Bison Wealth LLC boosted its holdings in Tractor Supply by 356.1% during the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer’s stock valued at $341,000 after acquiring an additional 5,017 shares during the period. Woodline Partners LP boosted its stake in shares of Tractor Supply by 40.7% during the first quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer’s stock valued at $2,487,000 after purchasing an additional 13,051 shares during the period. Intech Investment Management LLC grew its holdings in shares of Tractor Supply by 26.9% in the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer’s stock worth $1,442,000 after purchasing an additional 5,542 shares during the last quarter. Sei Investments Co. increased its stake in shares of Tractor Supply by 1.2% in the second quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer’s stock worth $16,676,000 after buying an additional 3,631 shares during the period. Finally, Glenview Trust co increased its stake in shares of Tractor Supply by 36.0% in the second quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer’s stock worth $1,036,000 after buying an additional 5,194 shares during the period. 98.72% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Tractor Supply news, Director Edna Morris bought 1,560 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was acquired at an average price of $32.44 per share, with a total value of $50,606.40. Following the completion of the purchase, the director owned 279,720 shares of the company’s stock, valued at approximately $9,074,116.80. This trade represents a 0.56% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Harry A. Lawton III purchased 15,600 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was bought at an average cost of $32.15 per share, for a total transaction of $501,540.00. Following the completion of the transaction, the chief executive officer owned 15,600 shares in the company, valued at approximately $501,540. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have acquired 20,310 shares of company stock worth $652,411. Corporate insiders own 0.64% of the company’s stock.

Wall Street Analysts Forecast Growth

TSCO has been the topic of a number of recent analyst reports. Gordon Haskett raised their price target on shares of Tractor Supply from $40.00 to $50.00 in a report on Friday, June 12th. Evercore reissued an “outperform” rating and issued a $40.00 target price on shares of Tractor Supply in a research note on Tuesday, July 7th. Weiss Ratings downgraded Tractor Supply from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 23rd. DA Davidson lowered their price target on Tractor Supply from $50.00 to $40.00 and set a “buy” rating for the company in a research report on Monday, June 22nd. Finally, Wells Fargo & Company cut their price objective on Tractor Supply from $47.00 to $35.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 15th. Thirteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $39.31.

Read Our Latest Analysis on Tractor Supply

Key Headlines Impacting Tractor Supply

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

Positive Sentiment: The board declared a quarterly dividend of $0.24 per share, payable September 8 to shareholders of record August 24. The dividend supports a roughly 2.8% annualized yield and may appeal to income-focused investors. Tractor Supply Company declares quarterly dividend
Positive Sentiment: Company insiders continued buying shares, including Director Edna Morris’s purchase of 1,560 shares at an average price of $32.44. Recent purchases by the CEO and another director may signal that management views the depressed valuation as attractive. Tractor Supply insider buying
Neutral Sentiment: Tractor Supply is expanding executive responsibilities after its chief technology officer’s resignation, with the board approving new equity awards for executive vice presidents. The move may improve accountability but also highlights a leadership transition. Tractor Supply expands executive roles
Negative Sentiment: Tractor Supply reduced its 2026 sales, comparable-store sales and earnings outlook as discretionary demand weakens and labor, freight and other costs remain elevated. The update reinforces concerns following the company’s recent revenue and EPS miss.
Negative Sentiment: Zacks Research repeatedly cut EPS estimates across late 2026 through 2028, lowering fiscal 2026 EPS to $1.93 from $2.15, fiscal 2027 EPS to $2.09 from $2.36 and fiscal 2028 EPS to $2.45 from $2.66. Zacks maintained a “Strong Sell” rating, creating an overhang for TSCO shares. Tractor Supply cuts 2026 outlook

Tractor Supply Stock Performance

Tractor Supply stock opened at $34.56 on Monday. The stock’s 50 day simple moving average is $30.83 and its two-hundred day simple moving average is $39.86. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.23 and a current ratio of 1.33. The stock has a market cap of $18.12 billion, a price-to-earnings ratio of 18.00, a PEG ratio of 11.24 and a beta of 0.47. Tractor Supply Company has a fifty-two week low of $28.36 and a fifty-two week high of $62.89.

Tractor Supply (NASDAQ:TSCO – Get Free Report) last announced its 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 period in the prior year, the company posted $0.81 EPS. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, analysts expect that Tractor Supply Company will post 1.93 earnings per share for the current fiscal year.

Tractor Supply Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 24th will be given a dividend of $0.24 per share. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.96 annualized dividend and a yield of 2.8%. Tractor Supply’s dividend payout ratio (DPR) is currently 50.00%.

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.