TRACTOR SUPPLY CO /DE/
In the published model solve dated 2026-Q2, anchored at $34.90, TRACTOR SUPPLY CO /DE/ (TSCO) is priced for -2.2% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Tractor Supply owns a niche the big-box giants never built for: the FY2025 10-K describes a customer base of ⟦"homesteaders, animal and pet owners, and all those who enjoy living the rural lifestyle"⟧ (accession 0000916365-26-000014), and that focus produces a 36.4 percent gross margin, above Home Depot's 33.3 percent and Lowe's 33.5 percent. • The risk is a stalled core: Q1 FY2026 comparable store sales rose just 0.5 percent with diluted EPS of $0.31, down 8.8 percent year over year, while th
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1,133 institutional managers reported holding TSCO in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 47%. 94 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 26.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TSCO has cut its share count 8.6% over the past five years, spending $2.68B on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 15 years straight; the current rate is $0.92 a share annually. Cash returned over the past three years: $1.31B in dividends and $1.29B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at TSCO over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TSCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | -0.7% | -9.8% |
| 2023-11-10 | -0.5% | +12.6% |
| 2024-02-24 | +1.1% | +12.7% |
| 2024-05-10 | +1.8% | -0.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TSCO's latest 8-K filings: 2026-08-25 (items 1.01, 2.03, 9.01); 2026-08-07 (items 5.02); 2026-08-06 (items 8.01, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-05-28 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.