Tractor Supply (TSCO)
Sells farm, pet, hardware, and seasonal goods for rural living.
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Sells farm, ranch, livestock, pet, seasonal, hardware, and rural-lifestyle merchandise through U.S. stores and digital channels. A single retail segment combines the Tractor Supply and Petsense banners with Allivet online pharmacy and VIP Petcare mobile veterinary services.
Serves recreational farmers, ranchers, homesteaders, pet owners, and rural households through Tractor Supply stores, digital channels, and the Neighbor's Club loyalty program. Merchandise spans Livestock, Equine & Agriculture; Companion Animal; Seasonal & Recreation; Truck, Tool & Hardware; and Clothing, Gift & Décor. Petsense by Tractor Supply adds small-box pet stores, while Allivet and VIP Petcare extend the offer into online pharmacy and mobile veterinary care.
Operates primarily in rural communities and towns outside major metropolitan markets across the United States. Localized assortments, trained store teams, exclusive brands, integrated distribution, and store-based pickup and delivery support convenient, needs-driven shopping.
Merchandise flow depends on vendors, distribution centers, transport carriers, labor, and digital systems; seasonal categories make demand sensitive to weather. Allivet is licensed as an online pharmacy across the United States, and VIP Petcare operates mobile veterinary clinics.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 28, 2026 | Argus Research | Reiterate | Rating: —Target: $255 | Target: $41 |
| Jul 24, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $40 | Target: $38 |
| Jul 24, 2026 | Mizuho Securities | Target | Target: $32 | Target: $28 |
| Jul 24, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $60 | Target: $35 |
| Jul 24, 2026 | Piper Sandler | Reiterate | Rating: —Target: $32 | Target: $31 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $231.6M · Total debt $6.54B · Total assets $12.16B · Shareholders' equity $2.63B
- Revenue
- $4.54B
- Operating income
- $529.9M
- Net income
- $360.7M
HistoryDividendAnnual yield
| Institutions | 95.28% | 496.45M shares | |
|---|---|---|---|
| 1,100 holders · as of Jun 30, 2026 | |||
| Insiders | 0.33% | 1.74M shares | |
| 21 holders · as of Sep 9, 2026 | |||
| Other | 4.39% | 22.85M shares | |
| remainder | |||
521.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.11% | 47.48M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 6.64% | 34.58M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.58% | 34.27M | as of Jun 30, 2026 |
Capital Research Global InvestorsInstitution | 5.76% | 30.02M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.13% | 26.71M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | III Harry A. Lawton | director, officer: President & CEO | +15,600 | $32.15 |
| Aug 4, 2026 | Edna Morris | director | +1,560 | $32.44 |
| Aug 3, 2026 | Andre J. Hawaux | director | +3,150 | $31.83 |
| Feb 13, 2026 | Colin Yankee | officer: EVP Chief Supply Chain Officer | −11,170 | $55.35 |
| Feb 11, 2026 | Jonathan S. Estep | officer: EVP Chief Merchandise Officer | −59,745 | $54.03 |
- Walmart
Broad low-price retail overlap across pet, seasonal, and hardlines
- Home Depot
Home-center scale in tools, hardware, lawn, and garden
- Chewy
Online pet supplies, prescriptions, and pet-health services
- Lowe's
DIY overlap in lawn, garden, tools, hardware, and decor
- Amazon
Online assortment and fulfillment pressure across retail categories
- Petco
Pet specialty stores, services, and wellness overlap
- Boot Barn
Western and workwear overlap with rural-lifestyle apparel
- Academy Sports + Outdoors
Outdoor recreation, hunting, fishing, apparel, and footwear
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tractor Supply | $32.67 | −0.53% | $17.22B | 17.1 | 16.5 | 1.1 | +2.3% |
| Walmart | $109.93 | −0.17% | $876.34B | 39.8 | 36.7 | 1.2 | +5.9% |
| Home Depot | $299.40 | −1.95% | $304.47B | 21.4 | 19.4 | 1.8 | +5.7% |
| Chewy | $18.99 | −3.43% | $8.14B | 37.8 | 16.9 | 0.6 | +7.3% |
| Lowe's | $192.56 | −1.80% | $109.98B | 16.6 | 15.4 | 1.2 | +8.3% |
| Amazon | $250.02 | −1.95% | $2.74T | 20.5 | 26.8 | 3.5 | +19.6% |
| Petco | $2.33 | −2.51% | $682.5M | 23.9 | 10.0 | 0.1 | +0.1% |
| Boot Barn | $127.20 | −1.61% | $3.92B | 16.4 | 14.1 | 1.7 | +17.8% |
| Academy Sports + Outdoors | $48.29 | −2.44% | $3.07B | 8.3 | 7.2 | 0.5 | +3.0% |
| Median | 20.9 | 16.1 | 1.2 | +6.6% |