Tractor Supply Company (TSCO) is down 4.6% today. Here is some analysis on what might have caused this price movement. ([ir.tractorsupply.com](https://ir.tractorsupply.com/investor-relations/resources/investor-faqs/default.aspx?utm_source=openai))
Analysis: The most likely driver is lingering concern about soft underlying sales trends after Tractor Supply’s first-quarter earnings miss, combined with a fresh round of analyst price-target cuts in June ahead of its next earnings report on July 23, 2026. There does not appear to be a major new negative company filing today, so this could be because investors are bracing for another muted quarter. ([ir.tractorsupply.com](https://ir.tractorsupply.com/newsroom/news-releases/news-releases-details/2026/Tractor-Supply-Company-Reports-First-Quarter-2026-Financial-Results-Reaffirms-Fiscal-Year-2026-Outlook/default.aspx?utm_source=openai))
Details:
Sources:
Tractor Supply Company Investor Relations, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSCO Insider Trading Activity
$TSCO insiders have traded $TSCO stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $TSCO stock by insiders over the last 6 months:
- ROBERT D MILLS (EVP Chief Technology Officer) sold 62,950 shares for an estimated $3,406,854
- JONATHAN S ESTEP (EVP Chief Merchandise Officer) sold 59,745 shares for an estimated $3,228,022
- COLIN YANKEE (EVP Chief Supply Chain Officer) has made 0 purchases and 3 sales selling 11,170 shares for an estimated $618,262.
- KURT D BARTON (EVP Chief Financial Officer) has made 0 purchases and 2 sales selling 3,813 shares for an estimated $205,428.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TSCO Hedge Fund Activity
We have seen 430 institutional investors add shares of $TSCO stock to their portfolio, and 578 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 22,227,397 shares (-98.1%) from their portfolio in Q1 2026, for an estimated $1,006,901,084
- PRICE T ROWE ASSOCIATES INC /MD/ added 16,748,667 shares (+331.9%) to their portfolio in Q1 2026, for an estimated $758,714,615
- CAPITAL INTERNATIONAL INVESTORS removed 12,024,809 shares (-49.5%) from their portfolio in Q1 2026, for an estimated $544,723,847
- CAPITAL RESEARCH GLOBAL INVESTORS added 10,634,640 shares (+inf%) to their portfolio in Q1 2026, for an estimated $481,749,191
- ALLIANCEBERNSTEIN L.P. removed 6,754,773 shares (-44.8%) from their portfolio in Q1 2026, for an estimated $305,991,216
- NEUBERGER BERMAN GROUP LLC removed 2,289,206 shares (-90.2%) from their portfolio in Q1 2026, for an estimated $103,701,031
- AMERICAN CENTURY COMPANIES INC added 2,258,556 shares (+41.5%) to their portfolio in Q1 2026, for an estimated $102,312,586
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$TSCO Congressional Stock Trading
Members of Congress have traded $TSCO stock 14 times in the past 6 months. Of those trades, 4 have been purchases and 10 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 10 times. They made 4 purchases worth up to $60,000 on 03/31, 03/16, 03/04, 02/10 and 6 sales worth up to $90,000 on 05/28, 05/27, 05/26, 05/22, 05/18, 05/15.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $50,000 on 04/09.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$TSCO Analyst Ratings
Wall Street analysts have issued reports on $TSCO in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Argus Research issued a "Buy" rating on 02/02/2026
- Piper Sandler issued a "Overweight" rating on 01/30/2026
- Mizuho issued a "Outperform" rating on 01/30/2026
- Jefferies issued a "Buy" rating on 01/30/2026
- Telsey Advisory Group issued a "Outperform" rating on 01/23/2026
To track analyst ratings and price targets for $TSCO, check out Quiver Quantitative's $TSCO forecast page.
$TSCO Price Targets
Multiple analysts have issued price targets for $TSCO recently. We have seen 19 analysts offer price targets for $TSCO in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Michael Baker from DA Davidson set a target price of $40.0 on 06/22/2026
- Scot Ciccarelli from Truist Securities set a target price of $32.0 on 06/16/2026
- Peter Keith from Piper Sandler set a target price of $32.0 on 06/16/2026
- Steven Forbes from Guggenheim set a target price of $50.0 on 06/05/2026
- Max Rakhlenko from TD Cowen set a target price of $38.0 on 04/27/2026
- Steven Zaccone from Citigroup set a target price of $46.0 on 04/23/2026
- Oliver Wintermantel from Evercore ISI Group set a target price of $50.0 on 04/23/2026
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.
