Analyst Upgrade Buzz: Recent chatter on X about Tractor Supply Company (TSCO) has been fueled by a notable upgrade from a major analyst firm, raising the stock's rating to 'Outperform' with a higher price target. Many users on the platform are discussing this as a sign of confidence in the company's improving fundamentals. The conversation reflects optimism about future growth prospects.
Product Line Expansion: Another hot topic on X is Tractor Supply's expanded partnership with Field & Stream, introducing new outdoor and hunting products. Posts highlight excitement over how this could attract more customers and boost sales. This move is seen as a strategic play to strengthen its position in the rural lifestyle market.
Political Trading Interest: There’s also discussion around recent purchases of TSCO stock by political figures, sparking curiosity on X about potential insider confidence. Users are debating whether this signals upcoming positive developments for the company. The topic adds a layer of intrigue to the ongoing conversations.
Note: This discussion summary was generated from an AI condensation of post data.
Tractor Supply Company Insider Trading Activity
Tractor Supply Company insiders have traded $TSCO stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $TSCO stock by insiders over the last 6 months:
- KURT D BARTON (EVP Chief Financial Officer) sold 90,000 shares for an estimated $5,756,400
- JONATHAN S ESTEP (EVP Chief Merchandise Officer) has made 0 purchases and 2 sales selling 92,455 shares for an estimated $5,007,590.
- DENISE L JACKSON has made 0 purchases and 8 sales selling 10,345 shares for an estimated $584,867.
- MARK J WEIKEL sold 8,000 shares for an estimated $479,360
- COLIN YANKEE (EVP Chief Supply Chain Officer) has made 0 purchases and 2 sales selling 6,680 shares for an estimated $390,121.
- MELISSA KERSEY (EVP Chief HR Officer) sold 6,313 shares for an estimated $377,426
- NONI L ELLISON (SVP General Counsel) sold 5,200 shares for an estimated $332,592
- MATTHEW L. RUBIN (SVP Petsense GM) sold 2,810 shares for an estimated $145,445
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tractor Supply Company Congressional Stock Trading
Members of Congress have traded $TSCO stock 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TSCO stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 4 purchases worth up to $60,000 on 10/31, 06/06, 05/27, 05/13 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Tractor Supply Company Hedge Fund Activity
We have seen 532 institutional investors add shares of Tractor Supply Company stock to their portfolio, and 581 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 10,751,301 shares (-43.6%) from their portfolio in Q2 2025, for an estimated $567,346,153
- INVESCO LTD. added 8,329,462 shares (+123.4%) to their portfolio in Q2 2025, for an estimated $439,545,709
- CAPITAL INTERNATIONAL INVESTORS added 7,365,593 shares (+44.7%) to their portfolio in Q2 2025, for an estimated $388,682,342
- MORGAN STANLEY removed 7,165,237 shares (-46.3%) from their portfolio in Q2 2025, for an estimated $378,109,556
- SELECT EQUITY GROUP, L.P. added 3,753,414 shares (+41.9%) to their portfolio in Q2 2025, for an estimated $198,067,656
- WELLINGTON MANAGEMENT GROUP LLP removed 2,093,801 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $110,489,878
- AXA S.A. added 1,985,168 shares (+418.2%) to their portfolio in Q2 2025, for an estimated $104,757,315
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tractor Supply Company Analyst Ratings
Wall Street analysts have issued reports on $TSCO in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 11/05/2025
- Citigroup issued a "Buy" rating on 10/24/2025
- Mizuho issued a "Outperform" rating on 10/24/2025
- Baird issued a "Outperform" rating on 10/24/2025
- Telsey Advisory Group issued a "Outperform" rating on 10/23/2025
- Wolfe Research issued a "Outperform" rating on 09/18/2025
- Raymond James issued a "Outperform" rating on 07/25/2025
To track analyst ratings and price targets for Tractor Supply Company, check out Quiver Quantitative's $TSCO forecast page.
Tractor Supply Company Price Targets
Multiple analysts have issued price targets for $TSCO recently. We have seen 15 analysts offer price targets for $TSCO in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Oliver Wintermantel from Evercore ISI Group set a target price of $65.0 on 11/05/2025
- David Bellinger from Mizuho set a target price of $65.0 on 10/24/2025
- Justin Kleber from Baird set a target price of $67.0 on 10/24/2025
- Simeon Gutman from Morgan Stanley set a target price of $60.0 on 10/24/2025
- Steven Zaccone from Citigroup set a target price of $66.0 on 10/24/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $70.0 on 10/23/2025
- Spencer Hanus from Wolfe Research set a target price of $70.0 on 09/18/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
