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Tractor Supply Falls as Investors Weigh Lower Year-Over-Year Earnings and Margin Pressure

Investivoq PriceTracker

Tractor Supply Company (TSCO) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears tied to a mixed reaction to Tractor Supply’s third-quarter results. While sales and comparable-store performance improved and the company reaffirmed full-year guidance, diluted earnings were below the prior year and management pointed to some fourth-quarter gross margin pressure, which may have limited enthusiasm.

Details:

  • Tractor Supply posted third-quarter net sales of $3.91 billion, up 5.1% from a year earlier, with comparable-store sales rising 0.4%.
  • Diluted earnings per share were $0.43, down from $0.49 in the prior-year quarter, suggesting profit growth did not keep pace with revenue growth.
  • The company reaffirmed its fiscal 2026 outlook, but that was likely not enough to offset concerns about earnings quality and margin trends.
  • Management discussion around the fourth quarter indicated gross margin could be modestly lower year over year, which could be because investors are focusing on profitability risks rather than the sales beat.

    • Sources:

    SEC, Tractor Supply Company, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TSCO Insider Trading Activity

    TSCO Insider Trades

    $TSCO insiders have traded $TSCO stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $TSCO stock by insiders over the last 6 months:

    • III HARRY A LAWTON (President & CEO) has made 2 purchases buying 15,600 shares for an estimated $501,523 and 0 sales.
    • ANDRE J HAWAUX purchased 3,150 shares for an estimated $100,264
    • EDNA MORRIS purchased 1,560 shares for an estimated $50,606

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $TSCO Hedge Fund Activity

    We have seen 501 institutional investors add shares of $TSCO stock to their portfolio, and 646 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • CAPITAL RESEARCH GLOBAL INVESTORS added 19,386,692 shares (+182.3%) to their portfolio in Q2 2026, for an estimated $612,813,334
    • CAPITAL WORLD INVESTORS removed 15,565,779 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $492,034,274
    • INVESCO LTD. added 14,327,167 shares (+70.7%) to their portfolio in Q2 2026, for an estimated $452,881,748
    • CAPITAL INTERNATIONAL INVESTORS added 13,579,472 shares (+110.8%) to their portfolio in Q2 2026, for an estimated $429,247,109
    • JPMORGAN CHASE & CO added 10,665,560 shares (+inf%) to their portfolio in Q2 2026, for an estimated $337,138,351
    • SELECT EQUITY GROUP, L.P. removed 8,959,689 shares (-67.4%) from their portfolio in Q2 2026, for an estimated $283,215,769
    • ALLIANCEBERNSTEIN L.P. removed 7,715,308 shares (-92.7%) from their portfolio in Q2 2026, for an estimated $243,880,885

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $TSCO Congressional Stock Trading

    Members of Congress have traded $TSCO stock 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.

    Here’s a breakdown of recent trading of $TSCO stock by members of Congress over the last 6 months:

    • REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 9 times. They made 0 purchases and 9 sales worth up to $205,000 on 08/25, 08/12, 07/27, 05/28, 05/27, 05/26, 05/22, 05/18, 05/15.
    • SENATOR TOMMY TUBERVILLE sold up to $15,000 on 06/08.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $TSCO Price Targets

    Multiple analysts have issued price targets for $TSCO recently. We have seen 7 analysts offer price targets for $TSCO in the last 6 months, with a median target of $38.0.

    Here are some recent targets:

    • David Bellinger from Mizuho set a target price of $32.0 on 07/09/2026
    • Oliver Wintermantel from Evercore ISI Group set a target price of $40.0 on 07/07/2026
    • Michael Baker from DA Davidson set a target price of $40.0 on 06/22/2026
    • Peter Keith from Piper Sandler set a target price of $32.0 on 06/16/2026
    • Scot Ciccarelli from Truist Securities set a target price of $32.0 on 06/16/2026
    • Steven Forbes from Guggenheim set a target price of $50.0 on 06/05/2026
    • Max Rakhlenko from TD Cowen set a target price of $38.0 on 04/27/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.