Tractor Supply Company filings document the formal disclosures of a Nasdaq-listed rural lifestyle retailer with common stock registered under Section 12(b). Recent 8-K reports furnish quarterly and annual operating results, comparable-store sales, earnings measures, fiscal-year guidance, dividend declarations, and other material events tied to the company’s retail business and capital returns.
The company’s proxy and governance filings cover shareholder meeting matters, board composition, director independence, executive compensation, equity awards, and committee oversight. Together, these filings describe the public-company framework for Tractor Supply’s farm and ranch retail operations, registered common stock, capital actions, and governance practices.
Tractor Supply Co. EVP Chief HR Officer Melissa Kersey received 753 restricted stock units (RSUs) and an employee stock option covering 2,853 common shares on November 4, 2026. Each RSU entitles her to one common share. The option has a $35.10 exercise price, expires November 4, 2036, and brings her reported post-grant option position to 2,853 options.
The RSUs vest in 33 1/3% installments on November 4, 2027, November 4, 2028, and November 4, 2029. The option vests and becomes exercisable on those same dates, subject to conditions. Her reported direct common-stock balance after the transaction was 38,011 shares; the balance reflects a clerical correction. Her indirect holdings through the Stock Purchase Plan were 3,153 shares.
Fahim Siddiqui, Tractor Supply Company’s (TSCO) EVP Chief Technology & Digital, received a grant of 29,708 restricted stock units (RSUs) on November 4, 2026. Each RSU entitles him to receive one share of common stock; 50% of the RSUs vest on November 4, 2027, and 50% vest on November 4, 2028. His reported direct position following the transaction was 29,708 shares.
Tractor Supply Company reported third-quarter net income of $224.7 million, down from $259.3 million a year earlier; diluted earnings per share were $0.43 versus $0.49. Net sales were $3.91 billion versus $3.72 billion, while operating income declined 10.2% to $307.7 million. For the first nine months, net sales rose 3.6% to $12.04 billion, but comparable store sales fell 0.3%; operating income declined 13.8% to $1.01 billion and net income fell 13.7% to $749.9 million.
Tractor Supply completed its VIP Petcare acquisition on May 28, 2026, for a $133.8 million purchase price, excluding working-capital adjustments, acquired cash and other acquisition-related payments. It completed closures of 74 Petsense stores and recognized $71.7 million in pre-tax impairment and restructuring charges for the first nine months. The board declared a quarterly dividend of $0.24 per share, payable December 8, 2026, to shareholders of record November 23, 2026.
Tractor Supply Co. (TSCO) executive Fahim Siddiqui, EVP Chief Technology & Digital, reports no securities beneficially owned.
Tractor Supply Company’s board declared a quarterly cash dividend of $0.24 per share of common stock. Payment is set for December 8, 2026, to stockholders of record at the close of business November 23, 2026. As of September 26, 2026, the company operated 2,486 Tractor Supply stores in 49 states and 135 Petsense stores in 21 states.
Tractor Supply Co (TSCO) reported that Vanguard Portfolio Management beneficially owned 25,891,241 common shares, or 4.96%, as of September 30, 2026. The reported amount includes securities attributed to Vanguard Portfolio Management and specified affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.
Vanguard reported sole voting power over 63,235 shares and sole dispositive power over 25,891,241 shares; shared voting and dispositive power were each zero. The disclosure includes securities held by Vanguard funds and client accounts over which the named entities exercise relevant powers. Vanguard stated that no other person's interest in the reported securities exceeded 5%. My Trieu-Gatt signed as Authorized Signatory, Head of Global Fund Administration.
Tractor Supply Company reported third-quarter 2026 net sales of $3.91 billion, up 5.1%; comparable store sales rose 0.4% versus 3.9% a year earlier. Net income fell 13.3% to $224.7 million and diluted EPS declined 11.6% to $0.43. Gross margin was 36.4%, down from 37.4%, primarily due to higher transportation and fuel costs and investments to strengthen its price-value position.
Sales growth reflected new store openings, the VIP Petcare acquisition and comparable-store growth. Seasonal categories and double-digit digital sales contributed, while big-ticket and companion-animal categories remained soft. Tractor Supply repurchased approximately 2.7 million shares for $88.5 million and paid $124.9 million in quarterly cash dividends. It opened 23 Tractor Supply stores and closed 74 Petsense stores.
Fiscal 2026 guidance was reaffirmed: net sales growth of 2.5% to 3.5%, comparable store sales of (1%) to flat, net income of $930 million to $990 million, and diluted EPS of $1.78 to $1.88. Adjusted net income is projected at $990 million to $1.05 billion and adjusted diluted EPS at $1.90 to $2.00; adjusted measures exclude second-quarter Petsense impairment and VIP Petcare acquisition costs.
Tractor Supply Co. director Margaret M. Ham acquired 555 shares of common stock on October 1, 2026, as a grant reported at $31.2900 per share. The grant followed her election under the Directors Stock Election Plan to receive unrestricted shares instead of cash compensation earned. Her direct common-stock holdings were 20,168 shares after the transaction.
Tractor Supply Co. director Krishnan Ramkumar acquired 839 common shares on October 1, 2026, at $31.2900 per share under an election to receive unrestricted stock instead of cash compensation earned. His reported direct holdings after the award were 48,935 shares, and 20,095 shares were held indirectly through a grantor retained annuity trust after a transfer from his direct holdings on August 11, 2026.
TRACTOR SUPPLY CO (TSCO) director Margaret M. Ham reported a small acquisition of company common stock. On September 4, 2026, she acquired 84.895 shares at $35.047 per share in a transaction classified as a small acquisition under Rule 16a-6, bringing her direct holdings to 19,612.622 shares. No Rule 10b5-1 trading plan is reported for this transaction.