Tractor Supply Company (TSCO)

In the past six months, Tractor Supply Co.'s stock experienced a decline of up to 7% after its Q1 2025 earnings report due to colder weather impacting sales in spring categories. Despite the earnings miss, the company reported growth in comparable transactions and customer retention, repurchased 1.7 million shares, and increased its dividend by 4.5%. In October 2025, Mizuho reiterated an "Outperform" rating on TSCO with a price target of $64.00. The stock's closing price as of October 3, 2025, was $55.83, showing a 6.55% increase over the past six months.

Demand for Tractor Supply Co.'s products and services exhibits clear seasonality, heavily influenced by weather patterns. Spring and summer are critical periods, driving significant sales of outdoor equipment. Colder temperatures can delay demand for these seasonal items, as observed in Q1 2025. The company experiences record demand for chicks during the spring season. Tractor Supply's inventory planning and pricing strategies are designed to account for these weather-driven demand fluctuations across different regions.

Tractor Supply Co. (TSCO) is a retail chain specializing in products for rural lifestyles, operating as the largest retailer of farm and ranch stores in the United States. Its major product categories include livestock, equine, and pet supplies, home improvement items, agriculture-related products, lawn and garden maintenance tools and supplies, power equipment, truck and towing products, hardware, tools, and work apparel. The company also provides services such as pet grooming, assembly, rental services, and propane tank refilling, marketing products under private-label brands like 4health and CountyLine.

As of August 18, 2025, Tractor Supply Co. operates 2,339 Tractor Supply stores across 49 U.S. states. Additionally, as of June 28, 2025, the company operated 207 Petsense by Tractor Supply stores in 23 states. Stores are typically located in rural communities and towns outlying major metropolitan markets. Texas has the highest number of Tractor Supply locations, with 246 stores, representing approximately 11% of all U.S. locations.

Tractor Supply Co. maintains a strong brand reputation built on its commitment to serving the rural lifestyle and fostering community engagement. The company prides itself on customer loyalty, evidenced by its "Neighbor's Club" rewards program, which offers exclusive discounts and perks and has over 36 million members. Tractor Supply actively supports rural youth development through partnerships with organizations like 4-H and FFA and hosts local events such as "Purina Days" and "Chick Days." There have been no significant negative events impacting Tractor Supply Co.'s brand reputation reported in the past year.

Tractor Supply Co. has significant institutional ownership, with approximately 97.86% to 98.72% of its stock held by institutional investors, including Vanguard Group Inc and BlackRock, Inc. Vanguard Group Inc. is the largest individual institutional shareholder, owning 12.77% of the company. Insider ownership ranges from 0.65% to 1.38%, with insiders selling over $9 million in company stock in the last 90 days. Retail investors hold approximately 0.76% to 16.40% of the stock.