TRACTOR SUPPLY CO /DE/(TSCO)Stock Analysis
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Rank #1,262 of 2,962 stocksTOP 50%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in TSCO
Events flagged as statistical outliers against TSCO's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-04
3 insiders bought $652,394 of TSCO in 30 days — 5.9σ above this company's 2-year norm
View source filing →
TSCO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TRACTOR SUPPLY CO /DE/ (TSCO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TSCO at 55.2/100 on a 32-signal composite quality model, placing it at rank #1,262 of 2,962 stocks — the top half of the AI-ranked universe. TSCO scores in the top quartile across revenue scale (90.8), balance sheet strength (83.4), institutional flow (80.0). Areas of concern include free cash flow (32.3) and revenue growth (36.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), TRACTOR SUPPLY CO /DE/ reports quarterly revenue of $4.5B, net income of $360.7M, an operating margin of 10.3%. Top institutional holders of TSCO by reported 13-F value include BlackRock, Invesco Ltd., VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. TSCO trades on the Nasdaq exchange and files with the SEC under CIK 916365. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TSCO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TRACTOR SUPPLY CO /DE/ directly from SEC EDGAR. TRACTOR SUPPLY CO /DE/'s 13F Pro composite quality score has ranged between 53 and 77 since 2021, currently 55.2 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$4.5B
Net Income
Q2 2026
$360.7M
Free Cash Flow
Q2 2026
$328.9M
Operating Margin
Q2 2026
10.3%
ROIC
Q2 2026
39.1%
D/E Ratio
Q2 2026
0.82
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.3% YoYNet Income
-0.5% YoYOperating Income
-0.0% YoYEPS (Diluted)
+1.0% YoYTotal Assets
+11.5% YoYTotal Debt
-3.7% YoYOp. Cash Flow
+15.1% YoYFree Cash Flow
+16.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $15.52B +4.3% | $14.88B +2.2% | $14.56B +2.5% | $14.20B +11.6% | $12.73B +19.9% | $10.62B |
| Net Income | $1.10B -0.5% | $1.10B -0.5% | $1.11B +1.7% | $1.09B +9.2% | $997.1M +33.1% | $749.0M |
| Operating Income | $1.47B -0.0% | $1.47B -0.8% | $1.48B +3.1% | $1.43B +9.8% | $1.31B +31.1% | $996.9M |
| EPS (Diluted) | $2.06 +1.0% | $2.04 +405.0% | $0.40 +4.1% | $0.39 -77.5% | $1.72 +35.0% | $1.28 |
| Total Assets | $10.93B +11.5% | $9.81B +6.7% | $9.19B +8.2% | $8.49B +9.3% | $7.77B +10.2% | $7.05B |
| Total Debt | $1.76B -3.7% | $1.83B +6.0% | $1.73B +48.5% | $1.16B +18.0% | $986.4M +0.2% | $984.3M |
| Operating Cash Flow | $1.64B +15.1% | $1.42B +6.5% | $1.33B -1.7% | $1.36B +19.2% | $1.14B -18.3% | $1.39B |
| Free Cash Flow | $740.5M +16.3% | $636.8M +9.8% | $580.1M -0.6% | $583.6M +14.4% | $510.3M -53.6% | $1.10B |
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Available Research
13F Pro tracks comprehensive data for TRACTOR SUPPLY CO /DE/ including:
Top Institutional Holders of TSCO
BlackRock, Inc.
$1.5B47,483,939 shInvesco Ltd.
$1.1B34,581,943 shVANGUARD CAPITAL MANAGEMENT LLC
$1.1B34,269,088 shCapital Research Global Investors
$949.0M30,021,332 shVANGUARD PORTFOLIO MANAGEMENT LLC
$844.3M26,710,531 shCapital International Investors
$816.5M25,833,709 shPRICE T ROWE ASSOCIATES INC /MD/
$744.0M23,535,386 shSTATE STREET CORP
$742.9M23,500,716 shGEODE CAPITAL MANAGEMENT, LLC
$490.7M15,559,952 shJPMORGAN CHASE & CO
$332.8M10,665,560 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.5B | 47,483,939 |
| Invesco Ltd. | $1.1B | 34,581,943 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 34,269,088 |
| Capital Research Global Investors | $949.0M | 30,021,332 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $844.3M | 26,710,531 |
| Capital International Investors | $816.5M | 25,833,709 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $744.0M | 23,535,386 |
| STATE STREET CORP | $742.9M | 23,500,716 |
| GEODE CAPITAL MANAGEMENT, LLC | $490.7M | 15,559,952 |
| JPMORGAN CHASE & CO | $332.8M | 10,665,560 |
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Popular Research
Is TSCO a good stock to buy?
13F Pro's AI-powered analysis of TRACTOR SUPPLY CO /DE/ (TSCO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TSCO are available on the TSCO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TSCO is classified as a large company.
Which hedge funds own TSCO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TSCO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TRACTOR SUPPLY CO /DE/'s investment landscape.