Tractor SupplyTSCO
TSCO
About: Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,270 of its namesake banners in 49 states, including 81 Orscheln Farm and Home stores (rebranded as Tractor Supply), along with 205 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities, as opposed to urban and suburban areas. In fiscal 2023, revenue consisted primarily of livestock, equine & agriculture (27%), companion animal (25%), and seasonal & recreation (22%).
Employees: 50,000
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
18% more funds holding in top 10
Funds holding in top 10: 11 [Q2] → 13 (+2) [Q3]
5% more capital invested
Capital invested by funds: $28B [Q2] → $29.3B (+$1.3B) [Q3]
0% less funds holding
Funds holding: 1,141 [Q2] → 1,137 (-4) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 421
4% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 102
2.66% less ownership
Funds ownership: 96.36% [Q2] → 93.7% (-2.66%) [Q3]
39% less call options, than puts
Call options by funds: $216M | Put options by funds: $357M
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
3%
downside
Avg. target
$60
11%
upside
High target
$67
24%
upside
15 analyst ratings
8 positive
53%
7 neutral
47%
0 negative
0%
Loop Capital Anthony Chukumba 50% 1-year accuracy 10 / 20 met price target | 8%upside $58 | Hold Maintained | 12 Dec 2024 |
Barclays Seth Sigman 67% 1-year accuracy 32 / 48 met price target | 3%downside $52 | Equal-Weight Maintained | 9 Dec 2024 |
Telsey Advisory Group Joseph Feldman 56% 1-year accuracy 90 / 161 met price target | 24%upside $67 | Outperform Maintained | 9 Dec 2024 |
Wells Fargo Zachary Fadem 69% 1-year accuracy 24 / 35 met price target | 19%upside $64 | Overweight Maintained | 25 Nov 2024 |
Benchmark John Lawrence 62% 1-year accuracy 23 / 37 met price target | 15%upside $62 | Buy Maintained | 28 Oct 2024 |
Financial journalist opinion
Based on 15 articles about TSCO published over the past 30 days
Neutral
Business Wire
1 day ago
Tractor Supply Named One of Computerworld's Best Places to Work in IT
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, announced today it has been named a Computerworld 2025 Best Place to Work in IT. The award recognizes the top organizations that challenge their IT staffs and provide optimal benefits while offering opportunities to learn about and utilize the latest technology. Selection is based on the excellence and quality of the IT workplace. “Taking great care of our Team Me.
Positive
Zacks Investment Research
3 days ago
Tractor Supply Elevates Pet Offerings With Stella & Chewy's Products
TSCO transforms the pet nutrition landscape with the nationwide expansion of Stella & Chewy's premium, a natural product line for dogs and cats.
Positive
Seeking Alpha
3 days ago
2 REITs To Add To Your Christmas List And When To Buy For A Margin Of Safety
Agree Realty and VICI Properties are high-quality REITs with strong fundamentals and impressive total returns, but currently offer little margin of safety due to their run-up in share prices. Investing with a margin of safety helps manage market volatility; for example, my cost basis of $53 for Realty Income has helped me stomach volatility and the stock's underperformance. I recommend assigning stocks specific roles in your portfolio; for example, Starwood Property for stable dividends, PepsiCo for moderate growth, and Visa for high growth, balancing income and growth.
Positive
Forbes
4 days ago
3 Reasons Why Tractor Supply Is The Next Decade's Retailer To Watch
In a move that made many retail observers (myself included) stop and do a double take, Tractor Supply Company just announced that they are cooking up some serious expansion plans. As part of its "Life Out Here” 2030 strategy, the company plans to open 90 new namesake stores and approximately 10 new Petsense by Tractor Supply locations in 2025 alone.
Positive
The Motley Fool
1 week ago
This Magnificent Stock Has Tripled in Just 5 Years and It's Now Wall Street's Latest Stock-Split Company
When investors think of stocks that have tripled in the last five years, they're likely thinking of companies that are benefiting from hot trends like artificial intelligence (AI) or digital advertising. They're less likely to think of a brick-and-mortar retail chain like Tractor Supply (TSCO 0.06%).
Neutral
Zacks Investment Research
1 week ago
FIVE vs. TSCO: Which Stock Is the Better Value Option?
Investors with an interest in Retail - Miscellaneous stocks have likely encountered both Five Below (FIVE) and Tractor Supply (TSCO). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Seeking Alpha
1 week ago
Rural Riches - Why Tractor Supply Is A Dividend Stock Worth Owning
Tractor Supply Company has outperformed Home Depot and the S&P 500 since 2019 due to its unique "Life Out Here" strategy. TSCO focuses on rural lifestyle products, catering to recreational farmers and outdoor enthusiasts, differentiating itself from Home Depot's home improvement and professional contractor market. TSCO has achieved nearly 20% average annual EPS growth over the past two decades, with robust performance even during economic downturns.
Neutral
The Motley Fool
1 week ago
Will the Stock Market Rise in 2025? Investors Who Ignore This Historical Pattern Do So at Their Own Risk.
Maybe you've heard about patterns in the stock market, but found the subject overwhelming. People talk about 50-day moving averages, descending triangles, double tops, and double bottoms, as well as head and shoulders, which aren't to be confused with cup and handles.
Positive
WSJ
2 weeks ago
Tractor Supply Updates Long-Term Financial Targets, Announces Stock Split
The rural-lifestyle retailer said it is aiming to increase net sales by between 6% and 8%, same-store sales by between 3% and 5% and per-share earnings by between 8% and 11%.
Neutral
Business Wire
2 weeks ago
Tractor Supply Unveils Life Out Here 2030 Strategy at 2024 Investment Community Day
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the “Company”), announced it will present its Life Out Here 2030 strategy later today at its Investment Community Day. This strategy marks the next phase of its growth plans. “Tractor Supply has a rich history and track record of success. Over the last five years, we have delivered strong financial performance and enhanced our competitive advantages through the ex.
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