Aankondiging • May 16
Tractor Supply Company Declares Quarterly Dividend Payable on June 9, 2026 Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.24 per share of the Company’s common stock. The dividend will be paid on June 9, 2026, to stockholders of record of the Company’s common stock as of the close of business on May 27, 2026. Aankondiging • Apr 23
Tractor Supply Company Reaffirms Earnings Guidance for Fiscal Year 2026 Tractor Supply Company reaffirmed earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6%, Comparable Store Sales to be 1% to 3%, Operating Margin Rate to be 9.3% to 9.6%, Net Income $1.11 billion to $1.17 billion and Earnings per Diluted Share of $2.13 to $2.23. New Risk • Apr 21
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 91% Dividend yield: 2.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Dividend is not well covered by cash flows (91% cash payout ratio). Significant insider selling over the past 3 months (€3.9m sold). Reported Earnings • Apr 21
First quarter 2026 earnings released: EPS: US$0.31 (vs US$0.34 in 1Q 2025) First quarter 2026 results: EPS: US$0.31 (down from US$0.34 in 1Q 2025). Revenue: US$3.59b (up 3.6% from 1Q 2025). Net income: US$164.5m (down 8.3% from 1Q 2025). Profit margin: 4.6% (down from 5.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Aankondiging • Mar 31
Tractor Supply Company to Report Q1, 2026 Results on Apr 21, 2026 Tractor Supply Company announced that they will report Q1, 2026 results Pre-Market on Apr 21, 2026 Aankondiging • Mar 27
Tractor Supply Company, Annual General Meeting, May 14, 2026 Tractor Supply Company, Annual General Meeting, May 14, 2026. Buy Or Sell Opportunity • Feb 23
Now 21% overvalued Over the last 90 days, the stock has fallen 4.7% to €45.11. The fair value is estimated to be €37.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period. Reported Earnings • Feb 21
Full year 2025 earnings released: EPS: US$2.07 (vs US$2.05 in FY 2024) Full year 2025 results: EPS: US$2.07. Revenue: US$15.5b (up 4.3% from FY 2024). Net income: US$1.10b (flat on FY 2024). Profit margin: 7.1% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 1.2% vs FY 2024 Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Declared Dividend • Feb 16
Fourth quarter dividend of US$0.24 announced Shareholders will receive a dividend of US$0.24. Ex-date: 24th February 2026 Payment date: 10th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Feb 12
High number of new directors Independent Director Sonia Syngal was the last director to join the board, commencing their role in 2026. Recent Insider Transactions • Feb 06
President recently sold €3.8m worth of stock On the 3rd of February, Harry Lawton sold around 85k shares on-market at roughly €45.00 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harry's only on-market trade for the last 12 months. Reported Earnings • Jan 31
Full year 2025 earnings released: EPS: US$2.07 (vs US$2.05 in FY 2024) Full year 2025 results: EPS: US$2.07. Revenue: US$15.5b (up 4.3% from FY 2024). Net income: US$1.10b (flat on FY 2024). Profit margin: 7.1% (down from 7.4% in FY 2024). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 1.2% vs FY 2024 Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Aankondiging • Jan 29
Tractor Supply Company Provides Earnings Guidance for Fiscal Year 2026 Tractor Supply Company provided earnings guidance for fiscal year 2026. For fiscal 2026, the Company expects net sales growth of 4% to 6% and diluted EPS of $2.13 to $2.23. Operating Margin Rate to be 9.3% to 9.6% and Net Income $1.11 billion to $1.17 billion. Aankondiging • Jan 07
Tractor Supply Company to Report Q4, 2025 Results on Jan 29, 2026 Tractor Supply Company announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 29, 2026 Declared Dividend • Nov 21
Third quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 24th November 2025 Payment date: 9th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Nov 13
Cree Led, Inc. Files Patent Infringement Lawsuit Against Promier Products, Inc. and Tractor Supply Co Cree LED on November 12, 2025 announced that it has filed a patent infringement lawsuit in the United States District Court for the Northern District of Illinois against Promier Products Inc. (d/b/a LitezAll) and Tractor Supply Co. The lawsuit asserts that Promier Products and Tractor Supply have infringed Cree LED’s rights in the following patents by selling certain portable lighting products: United States Patent Nos. 9070850, 9754926, 10439112, 11791442, D790486 and D892066. Cree LED, together with its predecessor, Cree Inc., has a thirty-five-year track record of innovations and industry firsts. Cree LED has established itself as a trusted brand in portable lighting applications, known for consistently high performance and reliable product quality. Cree LED designs products specifically optimized for portable lighting applications, delivering industry-leading lumen output and maximum throw distance. Aankondiging • Nov 06
Tractor Supply Company Declares Quarterly Cash Dividend, Payable on December 9, 2025 Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company’s common stock. The dividend will be paid on December 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on November 24, 2025. Aankondiging • Nov 05
Tractor Supply Company Expands Field & Stream Lineup to Celebrate Life Outdoors Tractor Supply Company announced that its assortment of exclusive Field & Stream products has arrived. A full lineup of hunting gear and equipment, premium dog products and apparel and accessories is now available in stores and online at TractorSupply.com/FieldandStream. Tractor Supply and Field & Stream first announced a multi-year, strategic licensing partnership in January, bringing together two brands that share the same authenticity, quality and passion for the outdoors. A full lineup of hunting equipment, premium dog products and accessories is now available in store and online. A full lineup of mining gear and equipment, premium dog product and apparel and accessories is now availability in stores and online. A full lineup the expanded Field & Stream lineup that celebrates the expanded Field & Stream lineup, Tractor Supply has released a new brand video showcasing the spirit of the outdoors and the excitement of hunting season. In June, Tractor Supply stores introduced a small range of Field & Stream hunting equipment. Customers have loved the quality, design and value of these products, generating strong momentum for the brand. The expanded collection features a wider range of blinds, feed and feeders, safes and trail cameras, all designed with the rugged reliability outdoor enthusiasts expect from such a legendary brand. Maryann Boettner, a Tractor Supply District Manager in Southwest Louisiana who started hunting with her dad as a child, has been using the 350 lb. Steel Deer Corn Feeder and can't say enough good things about it. Pet Collection: The Field & Stream Pet Collection is built for dogs that love the outdoors, just like their owners. It includes durable beds, hunting-inspired toys, a heavy-duty travel kennel and even a cozy camo dog coat for excursions into the field. The collection also features Field & Stream's Pack Provisions line of nutritious food and tasty treats formulated with energy-providing nutrients and rich in protein to fuel active dogs. Pack Provisions is a family of products designed to work together for optimal pet health, including food, supplements and treats. Apparel & Accessories: The Field & Stream apparel line is all about authentic lifestyle wear. Each timeless piece is crafted for comfort and durability. The Field & Stream apparel collection features t-shirts, hoodies and ball caps that blend Field & Stream's vintage outdoor style with Tractor Supply's Life Out Here spirit. The lineup also includes tote bags, blankets and insulated stainless-steel tumblers in both solid colors and vintage Field & Stream designs. Reported Earnings • Oct 24
Third quarter 2025 earnings released: EPS: US$0.49 (vs US$0.45 in 3Q 2024) Third quarter 2025 results: EPS: US$0.49 (up from US$0.45 in 3Q 2024). Revenue: US$3.72b (up 7.2% from 3Q 2024). Net income: US$259.3m (up 7.4% from 3Q 2024). Profit margin: 7.0% (in line with 3Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Aankondiging • Oct 01
Tractor Supply Company to Report Q3, 2025 Results on Oct 23, 2025 Tractor Supply Company announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025 Aankondiging • Aug 22
Tractor Supply Launches Women's Apparel Line with TV Host and Cookbook Author Molly Yeh Tractor Supply Company announced the launch of an exclusive women's apparel collection with award-winning cookbook author, Food Network host and beet farmer Molly Yeh. Inspired by the lifestyle of Tractor Supply shoppers, the collection combines durable, functional apparel with colorful, versatile styles ranging in price from $19.99 to $59.99. Select items from the collection are now available in Tractor Supply's more than 2,300 stores nationwide, with an extended assortment featured online at Tractor Supply.com. For more than 10 years, Molly has embraced life on a fifth-generation sugar beet farm in East Grand Forks, Minnesota. With her love of animals, gardening and cooking, she connects deeply with the Out Here lifestyle. Molly collaborated with the Tractor Supply team to develop every aspect of the clothing line, from the color choices to the fits and fabrics, with details inspired by life on the farm. The collection includes denim overalls, double-knee jeans, flannel shirt jackets, cardigans, crewneck sweaters, graphic tees and more. The bright greens, reds, yellows, pinks and blues are signature to Molly’s wardrobe, bringing personality to each piece. Designed for women who work hard and live life to the fullest, the line is as ready for the barn as it is for time with family and friends. The Molly Yeh x Tractor Supply Women’s Apparel Collection is available online and in stores now, with additional styles rolling out through the fall, including online-only designs at TractorSupply.com. Declared Dividend • Aug 11
Second quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 25th August 2025 Payment date: 9th September 2025 Dividend yield will be 3.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Aug 07
Tractor Supply Company Declares Quarterly Cash Dividend, Payable on September 9, 2025 Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company’s common stock. The dividend will be paid on September 9, 2025, to stockholders of record of the Company’s common stock as of the close of business on August 25, 2025. Reported Earnings • Jul 30
Second quarter 2025 earnings released: EPS: US$0.81 (vs US$0.79 in 2Q 2024) Second quarter 2025 results: EPS: US$0.81 (up from US$0.79 in 2Q 2024). Revenue: US$4.44b (up 4.5% from 2Q 2024). Net income: US$430.0m (up 1.1% from 2Q 2024). Profit margin: 9.7% (in line with 2Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Aankondiging • Jul 29
Tractor Supply to Add SmartEquine's Health and Wellness Solutions to Its Extensive Line Lineup of Equine Products Tractor Supply Company announced it will add SmartEquine's health and wellness solutions to its extensive lineup of equine products. Beginning July 28, 2025, customers can find SmartEquine's SmartPaks supplement varieties in Tractor Supply stores nationwide, with an expanded product lineup available at Tractor Supply.com. SmartPaks daily supplement packs provide pre-measured portions of SmartEquine's scientifically formulated supplements for precision, convenience and consistency. Tractor Supply is the exclusive national retailer for SmartPaks. SmartPaks supplements are ideal for every type of horse, from competitive athletes and lesson horses and beyond. Supplement options include joint health, digestion, electrolytes, hoof health and more. For those unsure of which supplement is right for their horse, Tractor Supply.com offers a SmartEquine Solutioninder that directs users to the ideal products based on their horse's unique needs. SmartEquine has been elevating equine wellbeing through scientifically developed supplements, innovative wellness solutions and expert guidance from industry leaders for more than 25 years. Its unique customized supplement programs are formulated to address specific health challenges--from advanced joint support to precision hindgut protection--to give each horse exactly what it needs. In addition to the SmartPaks supplement system, Tractor Supply will also offer an expansive lineup of SmartEquine supplements in stores and online. Aankondiging • Jul 24
Tractor Supply Company Reiterates Earnings Guidance for the Fiscal Year 2025 Tractor Supply Company reiterated earnings guidance for the fiscal year 2025. For the year, the company expects Net Sales of +4% to +8%, Comparable Store Sales of +0% to +4%, Net Income of $1.07 billion to $1.17 billion compared and Earnings per Diluted Share of $2.00 to $2.18 . Aankondiging • Jul 02
Tractor Supply Company to Report Q2, 2025 Results on Jul 24, 2025 Tractor Supply Company announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025 Declared Dividend • May 27
First quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 28th May 2025 Payment date: 10th June 2025 Dividend yield will be 6.0%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • May 19
First quarter dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 28th May 2025 Payment date: 10th June 2025 Dividend yield will be 5.8%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 15
Tractor Supply Company Declares Quarterly Dividend, Payable on 10, 2025 Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of the Company’s common stock. The dividend will be paid on June 10, 2025, to stockholders of record of the Company’s common stock as of the close of business on May 28, 2025. Reported Earnings • May 12
First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024) First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in the United Kingdom. Reported Earnings • Apr 26
First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.37 in 1Q 2024) First quarter 2025 results: EPS: US$0.34 (down from US$0.37 in 1Q 2024). Revenue: US$3.47b (up 2.1% from 1Q 2024). Net income: US$179.4m (down 9.5% from 1Q 2024). Profit margin: 5.2% (down from 5.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Specialty Retail industry in the United Kingdom. Aankondiging • Apr 21
Tractor Supply Launches New Tractor Supply Rx with Easy Ordering for Pet and Animal Pharmacy Needs Tractor Supply Company announced the launch of Tractor Supply Rx, the Company's convenient and low-cost pet and animal pharmacy offering. Customers can now shop for pet and animal medications, enroll in automatic delivery through the Autoship program and access expert pharmacy advice at Tractor Supply.com/Rx. Additionally, Neighbor's Club members earn points and rewards on prescription purchases for their pets and animals. Key Features and Benefits: Tractor Supply.com/Rx offers features designed to make ordering fast and easy. With a quick click or call, customers can request the needed medication and share their pet and veterinarian's details. Tractor Supply's expert pharmacists handle the rest, often shipping the medication the same day. With Autoship, there's no need to reorder. Customers can sign up to automatically receive medications, supplements and parasite preventatives for pets and animals while enjoying savings on every purchase. Tractor Supply Rx also provides a price-match guarantee to ensure customers get the best value on their prescription purchases. Tractor Supply previously partnered with Allivet to fulfill prescriptions through Tractor SupplyRx.com. After acquiring Allivet in 2024, Tractor Supply now provides pet parents with convenient access to brand-name medications and expert pharmacy advice, as well as an extensive range of bedding, supplies, food, treats, equipment and more, directly from Tractor Supply.com. From pet wash stations, pet grooming at Petsense by Tractor Supply and veterinary care through PetVet partnership, to pet-friendly policy at its stores, Tractor Supply Rx further solidifies Tractor Supply as the destination for expert care for pets and animals Out Here. Tractor Supply Rx rewards and exclusive offers are another way Neighbor's Club members save more at Tractor Supply and Petsense by Tractor Supply. 
