TSCO at a glance
Tractor Supply (TSCO, SEC CIK 916365) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 27, 2025 (FY2025), Tractor Supply (TSCO) reported revenue of $15.5 billion (up 4.3% from FY2024) and net income of $1.1 billion. Diluted EPS was $2.06.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Tractor Supply (TSCO) shares worth $8.2 billion in 13F-HR filings.
- In the last 90 days, TSCO insiders reported 4 open-market purchases ($652K) and 0 open-market sales ($0) on Form 4, a net purchase of $652K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.5B
- +4.3% vs prior year
- Insiders · 90 days
- 4 buys · 0 sells
- Net +$652K
- 13F holders
- 41 funds
- $8.2B · −3 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 27, 2025
Risk Factors
- No geopolitical or macroeconomic exposures detailed in the provided text
- Chief Supply Chain Officer joined in 2020, with prior experience at Neiman Marcus and Target, indicating supply chain leadership transition risk
- CEO Harry Lawton on Board of Wayfair Inc. since Nov 2025, competitor in digital commerce space
- CFO Kurt Barton is a Certified Public Accountant with tenure since 1999, no disclosed key-person financial risks
Management Discussion & Analysis
- Revenue $15.52B, up 4.3% YoY from $14.88B in fiscal 2024; comparable store sales up 1.2% vs 0.2% prior year
- Gross margin 36.4% vs 36.3%, operating margin declined to 9.5% from 9.9%, net income stable at $1.10B
- Tractor Supply segment best performance with 99 stores opened, Petsense by Tractor Supply had 5 stores opened and 4 closed
- Returned $848.5M to shareholders via stock repurchases and dividends; ended FY25 with $194.1M cash and $1.77B long-term debt
- Management focused on growth through new stores, digital capabilities, operational excellence, and selective acquisitions; no impairment losses reported
Business Overview
- Core business: Largest U.S. rural lifestyle retailer serving recreational farmers, ranchers, pet owners via 2,602 stores and digital platforms
- New acquisition: Completed Allivet online pet pharmacy purchase for $135M, expanding pet medication and auto-ship offerings
- Strategic emphasis: Multi-year remodeling of stores and Side Lot expansions to enhance shopping experience and lawn/garden assortment
- Quantitative metric: Employed ~52,000 team members at year-end 2025 with Neighbor’s Club loyalty driving customer engagement
- Noteworthy fact: Developing new 865,000 sq. ft. Idaho distribution center to start operations Q4 2026, expanding logistics capacity
AI summary of the TSCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Q2 revenue $4.54B, up 2.3% YoY from $4.44B; comparable sales declined 1.5%
- Gross margin 37.1% vs 36.9% YoY; operating margin 10.29% vs 13.01%
- Strongest category Livestock, Equine & Agriculture at 32% of sales; weakest Truck, Tool & Hardware at 14%
- Six-month operating cash flow $653.1M vs $1.00B YoY; capital expenditures $435.7M
- Q2 capital returns $260.9M, including $135.3M share repurchases and $125.6M dividends; headwinds from seasonal softness and companion animal demand
Risk Factors
- No risk-factors section provided; supplied text covers share repurchases, insider trading plan, and exhibits
- Capital allocation risk: Repurchases reduced authorized capacity to $873,362,699 by June 27, 2026
- Regulatory compliance risk: Buybacks subject to SEC requirements and excise taxes
- Insider trading risk: CFO plan permits sales of up to 195,185 shares through February 3, 2028
- Financial flexibility risk: Repurchases depend on capital availability, earnings, and financial condition
AI summary of the TSCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $500 million senior unsecured notes issued August 25, 2026, carrying 5.200% interest and maturing January 30, 2032
- Semi-annual interest payments beginning January 30, 2027, creating fixed cash obligations through maturity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CTO Robert D. Mills resigned effective August 7, 2026, to pursue another opportunity
- Chief Merchandising Officer J. Seth Estep assumes Allivet and VIP Petcare responsibilities
Item 8.01: Other Events
- Quarterly cash dividend declared at $0.24 per common share
- Payment scheduled for September 8, 2026
Item EX-99.1: Item EX-99.1
- Quarterly cash dividend declared at $0.24 per share
- Record date August 24, 2026, establishing shareholder eligibility
AI summaries of TSCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TSCO
Don't miss the next TSCO filing
- Alerts as it files. A push when TSCO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TSCO, by share count.
- Ask anything. An AI agent that reads every TSCO filing and answers with sources.
TSCO alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Krishnan Ramkumar | A | Oct 1, 2026 | 838.926 | $31.29 |
| Ham Margaret M | A | Oct 1, 2026 | 555.289 | $31.29 |
| Ham Margaret M | L | Sep 4, 2026 | 84.895 | $35.05 |
| Ledbetter Samuel Craig | F | Aug 8, 2026 | 27.545 | $33.98 |
| Estep Jonathan S | A | Aug 6, 2026 | 3,062 | - |
| Ordus John P | A | Aug 6, 2026 | 1,588 | - |
| Ordus John P | A | Aug 6, 2026 | 6,124 | - |
| Estep Jonathan S | A | Aug 6, 2026 | 794 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $14.9B | $15.5B |
| Gross Profit | - | $5.4B | $5.7B |
| Operating Income | - | $1.5B | $1.5B |
| Net Income | - | $1.1B | $1.1B |
| Gross Margin | - | 36.3% | 36.4% |
| Op. Margin | - | 9.9% | 9.5% |
| Net Margin | - | 7.4% | 7.1% |
| Balance Sheet | |||
| Total Assets | $9.2B | $9.8B | $10.9B |
| Equity | $2.1B | $2.3B | $2.6B |
| ROE | - | 48.5% | 42.5% |
| Per Share | |||
| EPS | - | $2.04 | $2.06 |
| Cash Flow | |||
| Operating CF | - | $1.4B | $1.6B |
| CapEx | - | $784.0M | $894.8M |
Source: XBRL data in Tractor Supply (TSCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TSCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $8.23B |
| Q1 2026 | 44 | $10.82B |
| Q4 2025 | 43 | $10.98B |
| Q3 2025 | 44 | $13.01B |
| Q2 2025 | 40 | $12.37B |
| Q1 2025 | 40 | $9.40B |
| Q4 2024 | 38 | $7.31B |
| Q3 2024 | 34 | $3.67B |
- Invesco Ltd+14.33M (+71%)
- Goldman Sachs Group+2.52M (+51%)
- BlackRock+2.14M (+5%)
- JPMorgan Chase & Co+1.92M (+22%)
- T. Rowe Price Group+1.74M (+8%)
- Vanguard Portfolio Management LLC−1.18M (-4%)
- Bank of America Corp−1.12M (-25%)
- Raymond James Financial−968.5K (-33%)
- Wells Fargo & Co−512.8K (-9%)
- Franklin Resources−480.0K (-5%)
- Marex Group plc+151.7K
- Bridgewater Associates LP+32.9K
- WESTWOOD HOLDINGS GROUP INC+9.9K
- Renaissance Technologies LLC−197.7K
- Allstate−82.3K
- PEAPACK GLADSTONE FINANCIAL CORP−19.7K
- StoneX Group Inc.−8.1K
- LCNB CORP−5.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 324 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TSCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| SC 13G | Aug 13, 2026 | - | - | |
| SC 13G | Aug 12, 2026 | - | - | |
| SC 13G | Aug 12, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
Related Consumer Discretionary companies
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
- ASLE · AerSale CorpWholesale-Machinery, Equipment & Supplies
- AEVA · Aeva Technologies, Inc.Motor Vehicle Parts & Accessories
TSCO SEC filings: frequently asked questions
Are TSCO insiders buying or selling?
In the last 90 days, Tractor Supply (TSCO) officers, directors and 10% owners reported 4 open-market purchases worth $652,394 by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TSCO stock?
As of June 30, 2026, the largest Tractor Supply (TSCO) holders among the 13F filers tracked by SignalX were BlackRock ($1.5 billion), Invesco Ltd ($1.1 billion), Vanguard Capital Management LLC ($1.1 billion), Vanguard Portfolio Management LLC ($844.3 million), T. Rowe Price Group ($744.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TSCO's revenue in fiscal year 2025?
For the fiscal year ended December 27, 2025 (FY2025), Tractor Supply (TSCO) reported revenue of $15.5 billion (up 4.3% from FY2024) and net income of $1.1 billion. Diluted EPS was $2.06. The figures come from the XBRL data in the 10-K.
What are the main risks in TSCO's latest 10-K?
In the 10-K filed February 19, 2026, Tractor Supply (TSCO) flagged: No geopolitical or macroeconomic exposures detailed in the provided text. Chief Supply Chain Officer joined in 2020, with prior experience at Neiman Marcus and Target, indicating supply chain leadership transition risk. (AI summary of the Risk Factors section.)
What did TSCO report in its latest 8-K?
Tractor Supply (TSCO) filed an 8-K on August 25, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $500 million senior unsecured notes issued August 25, 2026, carrying 5.200% interest and maturing January 30, 2032.
What are the latest TSCO SEC filings?
Tractor Supply (TSCO) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on October 5, 2026.
What is TSCO's SEC CIK number?
Tractor Supply (TSCO)'s SEC Central Index Key (CIK) is 916365. EDGAR lists every TSCO filing under that number.
Ask anything about TSCO
The research agent reads TSCO's filings, financials, insider trades and 13F holders, then answers with sources.