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. At the end of fiscal 2024, the company operated 2,296 of its namesake banners in 49 states, along with 206 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities, as opposed to urban and suburban areas. In fiscal 2023 (most recent data available), revenue consisted primarily of livestock, equine & agriculture (27%), companion animal (25%), and seasonal & recreation (22%).
Employees: 50,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
8,873% more repeat investments, than reductions
Existing positions increased: 987 | Existing positions reduced: 11
72% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 88
1% more funds holding
Funds holding: 1,143 [Q3] → 1,154 (+11) [Q4]
0.59% more ownership
Funds ownership: 95.81% [Q3] → 96.41% (+0.59%) [Q4]
7% less capital invested
Capital invested by funds: $30B [Q3] → $27.9B (-$2.08B) [Q4]
14% less funds holding in top 10
Funds holding in top 10: 14 [Q3] → 12 (-2) [Q4]
21% less call options, than puts
Call options by funds: $178M | Put options by funds: $224M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
8%
downside
Avg. target
$59
5%
upside
High target
$67
19%
upside
9 analyst ratings
5 positive
56%
3 neutral
33%
1 negative
11%
JP Morgan Christopher Horvers 50% 1-year accuracy 14 / 28 met price target | 5%upside $59 | Neutral Maintained | 31 Jan 2025 |
Truist Securities Scot Ciccarelli 67% 1-year accuracy 46 / 69 met price target | 6%upside $60 | Buy Maintained | 31 Jan 2025 |
Guggenheim Steven Forbes 53% 1-year accuracy 10 / 19 met price target | 6%upside $60 | Buy Reiterated | 31 Jan 2025 |
Telsey Advisory Group Joseph Feldman 56% 1-year accuracy 96 / 170 met price target | 19%upside $67 | Outperform Maintained | 31 Jan 2025 |
Mizuho David Bellinger 49% 1-year accuracy 17 / 35 met price target | 10%upside $62 | Outperform Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 24 articles about TSCO published over the past 30 days
Positive
Zacks Investment Research
3 days ago
Tractor Supply Gains 22.8% in a Year: Buy or Hold the Stock?
TSCO benefits from its Life Out Here Strategy and the Neighbor's Club membership program.
Neutral
Zacks Investment Research
1 week ago
DKS vs. TSCO: Which Stock Is the Better Value Option?
Investors with an interest in Retail - Miscellaneous stocks have likely encountered both Dick's Sporting Goods (DKS) and Tractor Supply (TSCO). But which of these two stocks offers value investors a better bang for their buck right now?
Neutral
Business Wire
1 week ago
Tractor Supply Company Announces Increase in Dividend and Share Repurchase Authorization
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the “Company”), today announced that its Board of Directors has increased its dividend by $0.04, or 4.5% year-over-year, to $0.92 per share on an annualized basis for fiscal year 2025. In accordance with this increase, the Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company's common stock. In addition, Tractor Supply announced t.
Neutral
Business Wire
1 week ago
10 Years on the 10th: Tractor Supply Celebrates a Decade of Grants for Growing to Benefit FFA
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, has reached a milestone in its partnership with FFA. On February 10, Tractor Supply will launch its tenth annual Grants for Growing fundraiser in support of FFA chapters across the country. Grants for Growing is a competitive grant program for middle and high school FFA chapters that are developing and improving project-based or experiential learning opportunities.
Neutral
Business Wire
1 week ago
Tractor Supply Continues Growing Life Out Here With Annual Open Buying Days Event
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, announced today its annual “Growing Life Out Here” Open Buying Days event, providing business owners with the opportunity to become potential vendor partners. Vendors can apply to participate until March 2, 2025. If selected, they will receive an invitation to present their products virtually to Tractor Supply's merchandising team. “Open Buying Days allow us to br.
Neutral
Accesswire
1 week ago
Generation Income Properties, Inc. Completes $11.2 Million UPREIT Transaction, Highlighting Commitment to Long-Term Value Creation
TAMPA, FLORIDA / ACCESS Newswire / February 10, 2025 / Generation Income Properties, Inc. (Nasdaq;GIPR or the Company), a net lease real estate investment trust (REIT), today announced the completion of a three property UPREIT contribution transaction underscoring GIPR's dedication to long-term investment strategies and value creation for its stakeholders. Under the terms of the contribution agreement for the transaction, the contributor contributed a portfolio of three (3) high-quality retail properties leased to Tractor Supply Corporation (Nasdaq: TSCO, S&P: BBB), Dollar General (NYSE: DG, S&P: BBB), and a Zaxby's restaurant, all located in core markets to support their operations, to GIPR's operating partnership.
Positive
The Motley Fool
1 week ago
1 Top S&P 500 Dividend Stock to Buy Right Now for a Lifetime of Passive Income
Dividend growth is one of the stock market's mightiest forces. While high-yield stocks garner much of the market's dividend-related fanfare, I tend to prefer stocks with smaller dividend yields -- initially, at least.
Positive
Seeking Alpha
3 weeks ago
Tractor Supply: Dividends From The Countryside
Tractor Supply Company is a unique holding in my portfolio, maintaining resilience and growth amidst retail sector shifts. Tractor Supply caters to high-income rural lifestyle enthusiasts, ensuring frequent store visits and stable revenue. The company is expanding, adding 80–90 stores annually, enhancing digital sales, and remodeling existing stores for higher margins.
Positive
CNBC Television
3 weeks ago
Tractor Supply CEO: We've got a 'tried and true' tariff playbook
Hal Lawton, Tractor Supply CEO, joins CNBC's 'The Exchange' to discuss the company's success since Covid and why chicken buying is booming as egg prices rise.
Neutral
Seeking Alpha
3 weeks ago
Tractor Supply Company (TSCO) Q4 2024 Earnings Call Transcript
Tractor Supply Company (NASDAQ:TSCO ) Q4 2024 Earnings Conference Call January 30, 2024 10:00 AM ET Company Participants Mary Winn Pilkington - SVP, IR and Public Relations Hal Lawton - CEO Kurt Barton - CFO Seth Estep - EVP and Chief Merchandising Officer Conference Call Participants Simeon Gutman - Morgan Stanley Steven Forbes - Guggenheim Peter Keith - Piper Sandler Seth Sigman - Barclays Kate McShane - Goldman Sachs Michael Lasser - UBS Peter Benedict - Baird Karen Short - Melius Research David Bellinger - Mizuho Operator Good morning, ladies and gentlemen, and welcome to Tractor Supply Company's conference call to discuss Fourth Quarter and Fiscal Year 2024 Results. At this time, all participants are in a listen-only mode.
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