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SecBot
Nasdaq· Retail-Building Materials, Hardware, Garden Supply· Inc. DE· CIK 0000916365

TSCO

TRACTOR SUPPLY CO /DE/
$31.41 ▼ -1.02%
Prev close $31.73
Market cap$16.3B
ConsensusHold
12-mo target$35.48 (+13.0%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (4) Consumer & Retail
Snapshot
The big-picture read on TSCO right now — valuation, ownership and activity at a glance.
Market Cap
$16.3B
Cap Size
Large Cap
Analyst Consensus
Buy (54%)
Inst. Holders
50 funds
Inst. Value
$12.0B
Inst. Activity
31 buys / 19 sells
Insider Activity
$652.4K buy / $7.3M sell
Insider Net $
-$6.6M
Social Sentiment
50° Neutral
SEC Reports
16
Congressional
11 trades
Price chart 30d -9.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Short Volume: TSCO — 61.2% short (1.5M / 2.4M)
Short: 1,491,150 | Exempt: 1,617 | TRF Vol: 2,438,357 | Short Ratio: 61.2% | Off-exchange volume (da
Sep 4, 2026 Insider
Ham Margaret M acquired 84.895 shares
Director @ $35.05 ($3.0K)
Aug 29, 2026 SEC
A federal district court denied Tractor Supply's motion to dismiss a class-action ERISA lawsuit challenging its employee
COURT-RULING — Impact 5/10
Aug 27, 2026 Event
Harrison Keesler v. Tractor Supply Company
Court ruling (tnmd) — Docket: 3:25-cv-00715
Aug 25, 2026 Congress
April McClain Delaney sell
$15,001 - $50,000 — House
Aug 19, 2026 SEC
Tractor Supply Company filed a preliminary prospectus supplement for a debt offering of an undisclosed aggregate princip
424B5 — Impact 4/10
Aug 17, 2026 SEC
Tractor Supply Company filed an automatic shelf registration statement (S-3ASR) on August 17, 2026, allowing it to offer
S-3ASR — Impact 3/10
Aug 12, 2026 Congress
April McClain Delaney sell
$1,001 - $15,000 — House
Analyst ratings buy % -14.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 54% rate it Buy or better · 37 analysts
Strong Buy 9 24% Buy 11 30% Hold 17 46% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 28, 2026Argus ResearchMAINTAINBuy 54%
Jul 25, 2026Telsey Advisory GroupMAINTAINOutperform 51%
Jul 24, 2026MizuhoMAINTAINNeutral 52%
Jul 24, 2026Goldman SachsMAINTAINBuy 54%
Jul 24, 2026Piper SandlerMAINTAINNeutral 54%
Jul 24, 2026GuggenheimMAINTAINBuy 52%
Jul 20, 2026BairdMAINTAINOutperform 54%
Jul 17, 2026Raymond JamesMAINTAINOutperform 54%
Jul 15, 2026Wells FargoMAINTAINOverweight 54%
Jul 14, 2026UBSMAINTAINNeutral 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026911170054%
Aug 1, 2026911170054%
Jul 1, 2026912160057%
Jun 1, 2026912160057%
May 1, 2026912160057%
Apr 1, 20261012150059%
Mar 1, 20261012160058%
Feb 1, 20261012160058%
Price targets
Where 27 covering analysts think TSCO trades over the next 12 months.
$35.48 +13.0% upside Buy
Current$31.41 Low$28.00 Median$35.00 High$42.00 27 analysts
$28.00$42.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
2 mentions 0 bullish 0 bearish 2 neutral
Recent posts
wallstreetbets Neutral 3mo ago
TSCO seems under valued
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 2 bullish, 3 bearish, 0 mixed, 11 neutral · avg impact 3.8/10.
BEARISHCOURT-RULING5/10
A federal district court denied Tractor Supply's motion to dismiss a class-action ERISA lawsuit chal
Aug 29, 2026
NEUTRAL424B54/10
Tractor Supply Company filed a preliminary prospectus supplement for a debt offering of an undisclos
Aug 19, 2026
NEUTRALS-3ASR3/10
Tractor Supply Company filed an automatic shelf registration statement (S-3ASR) on August 17, 2026,
Aug 17, 2026
NEUTRALCLUSTER4/10
Three TSCO insiders, including President & CEO Harry Lawton III, made open-market purchases totaling
Aug 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: TSCO — 61.2% short (1.5M / 2.4M)
Short: 1,491,150 | Exempt: 1,617 | TRF Vol: 2,438,357 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: TSCO — 66.1% short (1.6M / 2.5M)
Short: 1,640,887 | Exempt: 6,734 | TRF Vol: 2,481,285 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: TSCO — 63.1% short (1.1M / 1.7M)
Short: 1,103,034 | Exempt: 1,172 | TRF Vol: 1,747,544 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: TSCO — 68.5% short (1.5M / 2.2M)
Short: 1,508,042 | Exempt: 1,107 | TRF Vol: 2,201,920 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: TSCO — 55.2% short (1.6M / 2.9M)
Short: 1,612,014 | Exempt: 3,657 | TRF Vol: 2,919,763 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.41$0.38–$0.43-16.8%+0.0%0↑ 13↓$3.8B13
Next Q$0.40$0.38–$0.42-6.3%+0.0%0↑ 13↓$4.0B13
Current FY$1.87$1.77–$1.96-9.1%+0.0%0↑ 12↓$16.0B12
Next FY$2.04$1.92–$2.229.1%-0.1%0↑ 14↓$16.6B14
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.408—
7d ago$0.408—
30d ago$0.408—
60d ago$0.479-0.071
90d ago$0.501-0.093
Institutional ownership
Which big funds own TSCO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.0B total value (381,280,529 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, Invesco. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Erste Asset Management GmbH0$0.000.0%—
BlackRock, Inc.47,483,939$1.5B12.5%—
Invesco Ltd.34,581,943$1.1B9.1%—
VANGUARD CAPITAL MANAGEMENT LLC34,269,088$1.1B9.0%—
Capital Research Global Investors30,021,332$949.0M7.9%DOUBLED +182.3%
VANGUARD PORTFOLIO MANAGEMENT LLC26,710,531$844.3M7.0%—
Capital International Investors25,833,709$816.5M6.8%DOUBLED +110.8%
STATE STREET CORP23,500,716$742.9M6.2%—
GEODE CAPITAL MANAGEMENT, LLC15,559,952$490.7M4.1%—
JPMORGAN CHASE & CO10,665,560$332.8M2.8%—
Recent position changes
FundActionPrevCurrentChangeValue
Capital Research Global InvestorsDOUBLED10,634,64030,021,332+182.3%$949.0M
Capital International InvestorsDOUBLED12,254,23725,833,709+110.8%$816.5M
GOLDMAN SACHS GROUP INCADD4,930,5117,452,179+51.1%$235.6M
NORGES BANKNEW—6,796,388—$214.8M
VAN ECK ASSOCIATES CORPDOUBLED166,8505,144,955+2983.6%$162.6M
Select Equity Group, L.P.TRIM13,296,4644,336,775-67.4%$137.1M
BANK OF AMERICA CORP /DE/TRIM4,454,1783,337,601-25.1%$105.5M
DEUTSCHE BANK AG\ADD2,206,8273,286,319+48.9%$103.9M
Qube Research & Technologies LtdNEW—3,144,385—$99.4M
AmundiTRIM4,449,2352,754,724-38.1%$87.1M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$6.6M — $652.4K bought, $7.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 4, 2026Ham Margaret MDirectorL84.895$35.05$3.0K
Aug 8, 2026Ledbetter Samuel CraigSVP Chief Supply Chain OfficerTAX W/H27.545$33.98$935.84
Aug 6, 2026Ordus John PEVP Chief Stores OfficerAWARD6,124——
Aug 6, 2026Estep Jonathan SEVP Chief Merchandise OfficerAWARD794——
Aug 6, 2026Ordus John PEVP Chief Stores OfficerAWARD1,588——
Aug 6, 2026Estep Jonathan SEVP Chief Merchandise OfficerAWARD3,062——
Aug 5, 2026DAHL AMY ESVP General CounselAWARD13,626——
Aug 5, 2026Ledbetter Samuel CraigSVP Chief Supply Chain OfficerAWARD2,404——
Aug 5, 2026Ledbetter Samuel CraigSVP Chief Supply Chain OfficerAWARD9,214——
Aug 4, 2026Lawton III Harry APresident & CEOBUY2,655$31.90$84.7K
Congressional trades
TSCO trades disclosed by members of Congress, with disclosure delay.
6 members · 2 buys / 9 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 25, 2026April McClain DelaneyDHOUSESELL$15,001 - $50,000Tractor Supply CoSep 10, 2026(17d)
Aug 12, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Tractor Supply CoSep 10, 2026(30d)
Aug 10, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Tractor Supply CoSep 7, 2026(29d)
Jul 27, 2026April McClain DelaneyDHOUSESELL$15,001 - $50,000Tractor Supply CoAug 4, 2026(9d)
Jun 9, 2026Chuck FleischmannRHOUSESELL$1,001 - $15,000Tractor Supply CoJul 13, 2026(35d)
Jun 8, 2026Tommy TubervilleRSENATESELL$1,001 - $15,000Tractor Supply CoJul 16, 2026(38d)
Apr 9, 2026Josh GottheimerDHOUSESELL$15,001 - $50,000Tractor Supply CoMay 20, 2026(42d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Tractor Supply CoMay 1, 2026(40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$15,001 - $50,000Tractor Supply CoMay 1, 2026(40d)
Mar 23, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Tractor Supply CoMay 1, 2026(40d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TSCO.
Shares short
39,384,230
Settlement Sep 15, 2026
Change vs prior
-9.3%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All TSCO filing & press-release reports (16)