Tractor SupplyTSCO
About: Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,311 of its namesake banners in 49 states, along with 206 Petsense by Tractor Supply stores. Stores are generally concentrated in rural communities rather than urban and suburban areas. In fiscal 2024, revenue consisted primarily of livestock, equine & agriculture (26%), companion animal (25%), and seasonal & recreation (23%).
Employees: 52,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
27% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 14 (+3) [Q1 2025]
9% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 105
1% more repeat investments, than reductions
Existing positions increased: 442 | Existing positions reduced: 437
1% more capital invested
Capital invested by funds: $28B [Q4 2024] → $28.2B (+$161M) [Q1 2025]
0.51% less ownership
Funds ownership: 96.9% [Q4 2024] → 96.38% (-0.51%) [Q1 2025]
2% less funds holding
Funds holding: 1,198 [Q4 2024] → 1,169 (-29) [Q1 2025]
19% less call options, than puts
Call options by funds: $167M | Put options by funds: $206M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
JP Morgan Christopher Horvers | 9%upside $56 | Neutral Maintained | 28 Apr 2025 |
Telsey Advisory Group Joseph Feldman | 16%upside $60 | Outperform Maintained | 25 Apr 2025 |
Citigroup Steven Zaccone | 1%downside $51 | Neutral Maintained | 25 Apr 2025 |
Raymond James Matthew McClintock | 11%upside $57 | Outperform Maintained | 25 Apr 2025 |
Guggenheim Steven Forbes | 7%upside $55 | Buy Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 11 articles about TSCO published over the past 30 days
