US · Consumer Cyclical · Specialty Retail
EPS came in at 0.43 against a street estimate of 0.40 — a beat of 7.5%.
Analysts rate Tractor Supply Company a buy (15 buy, 15 hold, 0 sell out of 30) with an average price target of $37.41.
MIXED Tractor Supply posted modest comp growth and stronger September momentum, but margins fell on freight and value investments. Management reaffirmed 2026 guidance while targeting productivity, lower capital spending and operating margins above 9% over time. Q3 FY26 Rural locations returned to more positive comparable growth and outperformed other population-density groups. Analysts focused on gross-margin durability, sales momentum, pricing, the 9% margin threshold, pet strategy and cost savings. Management emphasized easier comparisons, vendor support, productivity actions and continued value investment. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.11% |
| Amvescap Plc. | 6.64% |
| Vanguard Capital Management, LLC | 6.58% |
| Capital Research Global Investors | 5.76% |
| Vanguard Portfolio Management, LLC | 5.13% |
| Capital Research & Mgmt Co - Division 3 | 4.96% |
| T. Rowe Price Associates, Inc. | 4.52% |
| State Street Corp | 4.51% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Fiscal third-quarter net sales rose to $3,910,455,000 from $3,719,044,000. • Net income fell to $224,671,000 from $259,268,000. | 2026-11-05 |
| Company announcement · Q4 2026 OTHER NOTABLE POINTS • Tractor Supply Company declared a cash dividend of $0.24 per share of outstanding common stock. • The dividend is payable on | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter net sales increased 5.1% to $3.91 billion from $3.72 billion. • Comparable store sales increased 0.4%, versus 3.9% | 2026-10-22 |
| Material agreement · Q3 2026 TRACTOR SUPPLY COMPANY (TSCO) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $500 million aggregate principal amount of Senior Notes due 2032 | 2026-08-25 |
| Board / officer change · Q3 2026 TRACTOR SUPPLY COMPANY (TSCO) - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: August 7, 2026 (reporting events from August 3-6, 2026) • Company: | 2026-08-07 |
| Quarterly report · Q2 2026 TRACTOR SUPPLY COMPANY – FORM 10-Q SUMMARY For Quarter Ended June 27, 2026 --- HEADLINE NUMBERS • Net sales Q2 2026: $4,541.3 million (up 2.3% vs. | 2026-08-06 |
| Company announcement · Q3 2026 TRACTOR SUPPLY COMPANY (TSCO) – FORM 8-K SUMMARY HEADLINE NUMBERS • Cash dividend declared: $0.24 per share of common stock • Payment date: Septembe | 2026-08-06 |
| Results announced · Q3 2026 TRACTOR SUPPLY COMPANY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Sales: $4.54 billion, up 2.3% year-over-year (prior year Q2: $4.44 billion) • | 2026-07-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.24 / share ex-date Aug 24, 2026 · pay Sep 8, 2026 | 2026-08-24 |
| Dividend | $0.24 / share ex-date May 27, 2026 · pay Jun 9, 2026 | 2026-05-27 |
| Dividend | $0.24 / share ex-date Feb 24, 2026 · pay Mar 10, 2026 | 2026-02-24 |
| Dividend | $0.23 / share ex-date Nov 24, 2025 · pay Dec 9, 2025 | 2025-11-24 |
| Split | 5 : 1 effective Dec 20, 2024 | 2024-12-20 |
| Announcement | Date |
|---|---|
| Cash dividend of $0.24 per share declared, payable December 8, 2026 Tractor Supply Company declared a cash dividend of $0.24 per share on its outstanding common stock. Investors who own shares at the close of business on November 23, 2026—the record date—are | 2026-11-05 |
| Q2 results reported; full-year fiscal 2026 guidance updated Tractor Supply Company filed an 8-K on July 23, 2026, announcing its second quarter 2026 financial results (quarter ended June 27, 2026) and updating full-year 2026 guidance. However, this f | 2026-07-23 |
| Acquired veterinary services business VIP Petcare from PetIQ Tractor Supply Company acquired VIP Petcare (also operating as PetVet), a veterinary services business, from PetIQ on May 28, 2026. The specific purchase price was not disclosed in this 8-K | 2026-05-28 |
| Q4 2025 results reported; FY2026 guidance provided Tractor Supply Company filed an 8-K on January 29, 2026, announcing its financial results for the fourth quarter and full fiscal year ended December 27, 2025, along with guidance for fiscal | 2026-01-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.