Insider Cluster (2 insiders) ·Filed Aug 5, 2026

TSCO

TRACTOR SUPPLY CO /DE/
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 2 insiders, $151K total
Actionable Insight • Neutral

The insider buying is too small to signal a meaningful change in outlook. Monitor for larger C-suite purchases or additional director accumulation before reading bullish conviction. The bearish earnings context suggests these buys are likely personal portfolio moves rather than a coordinated signal.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
TSCO ▲ +4.34% at T+20d
NEUTRAL call ✓ call won +4.34% · α vs SPY +4.94% · entry $33.41 → $34.86
Next anchor: T+60d in 26d
Latest observation: T+38 -5.08% FF3 residual α
Entry anchored
Aug 4, 07:54 PM ET
via 1-min bar
T+1d
+2.04%
call +2.04% · α +2.20%
$34.09
settled 8w ago
T+5d
+9.04%
call +9.04% · α +8.69%
$36.43
settled 7w ago
T+20d
+4.34%
call +4.34% · α +4.94%
$34.86
settled 4w ago
T+60d
—
call — · α —
—
in 26d

Price Chart

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Executive Summary

Two TSCO directors purchased a total of $151K in open-market shares over two days following a bearish Q2 2026 earnings report that missed consensus and lowered full-year guidance. The purchases are negligible relative to TSCO's $17.5B market cap (0.00086%) and carry no material signal.

Key Financial Metrics

Direction
buying
Total Value
$150.9K
Insiders
2

Key Facts

  • Director Edna Morris bought 1,560 shares at $32.44 for $50,606 on 2026-08-04.
  • Director Andre J. Hawaux bought 3,150 shares at $31.83 for $100,265 on 2026-08-03.
  • Total insider purchases: $150,871, representing ~0.00086% of TSCO's $17.5B market cap.
  • Purchases occurred 12-13 days after TSCO's Q2 2026 earnings miss (EPS $0.81 vs. $0.82 consensus, revenue $4.54B vs. $4.58B, comps -1.5%) and guidance cut.

Financial Impact

$151K in director open-market purchases, immaterial relative to $17.5B market cap

Risk Factors

  • Q2 2026 earnings miss and lowered guidance indicate deteriorating fundamentals.
  • No C-suite participation in buying reduces signal strength.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Building Materials, Hardware, Garden Supply
Analyst Consensus
54% bullish (37 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TSCO-1786003563934
16 reports for TSCO
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+60▲ +21.63%Apr 21, 2026
Filters
Rows
Reports for TSCO — sortable, filterable
TypeNow
Aug 27, 2026
5w ago
Court Ruling
BEARISH ★ 5/10
$34.70 $31.44▲ +9.39%▲ +8.89%$31.41 (+9.50%)
Aug 19, 2026
6w ago
424B5
NEUTRAL ★ 4/10
$35.44 $33.03▼ −6.80%▼ −5.28%$31.41 (−11.39%)
Aug 17, 2026
6w ago
S-3ASR
NEUTRAL ★ 3/10
$34.68 $33.83▼ −2.45%▼ −0.93%$31.41 (−9.44%)
Aug 6, 2026
8w ago
8-K
NEUTRAL ★ 2/10
$34.09 $34.60▲ +1.50%▲ +0.90%$31.41 (−7.88%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$33.41 $34.86▲ +4.34%▲ +4.94%$31.41 (−6.00%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$33.41 $34.86▲ +4.34%▲ +4.94%$31.41 (−6.00%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$33.41 $34.86▲ +4.34%▲ +4.94%$31.41 (−6.00%)
Jul 23, 2026
10w ago
8-K
BEARISH ★ 7/10
$30.32 $35.05▼ −15.60%▼ −12.29%$31.41 (−3.58%)
Jul 2, 2026
13w ago
Court Ruling
NEUTRAL ★ 2/10
$31.76 $30.21▼ −4.88%▼ −4.47%$31.41 (−1.12%)
May 28, 2026
18w ago
8-K
BULLISH ★ 6/10
$31.37 $31.21▼ −0.51%▲ +2.63%$31.41 (+0.11%)
Showing 10 of 16

US Market Status

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Report published Aug 6, 2026