Tractor Supply (TSCO)

• Market cap: $31.3B
• 1 day: 0.19%
• 5 days: 0.96%
• 1 month: -3.27%
• 3 months: 15.93%
• 6 months: 11.24%
• Year to date: 12.83%
• 1 year: 6.78%
• 5 years: 113.9%
• 10 years: 239.66%
• Sector: Consumer Discretionary
• Industry: Specialty Retail

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 2,335 of its namesake banners in 49 states, along with 207 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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

16% more call options, than puts

Call options by funds: $200M | Put options by funds: $172M

1.29% more ownership

Funds ownership: 96.68% [Q1] → 97.97% (+1.29%) [Q2]

3% less capital invested

Capital invested by funds: $28.3B [Q1] → $27.3B (-$971M) [Q2]

3% less funds holding

Funds holding: 1,188 [Q1] → 1,155 (-33) [Q2]

10% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 108

14% less repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 478

43% less funds holding in top 10

Funds holding in top 10: 14 [Q1] → 8 (-6) [Q2]

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $60
• Avg. target: $65
• High target: $70

11 analyst ratings

• positive: 7 64%
• neutral: 4 36%
• negative: 0 0%

Loop Capital Anthony Chukumba	$60	Hold Maintained	25 Jul 2025
DA Davidson Michael Baker	$70	Buy Maintained	25 Jul 2025
Raymond James Matthew McClintock	$65	Outperform Maintained	25 Jul 2025
UBS Michael Lasser	$61	Neutral Maintained	25 Jul 2025
Truist Securities Scot Ciccarelli	$66	Buy Maintained	25 Jul 2025