Every 8-K that Tractor Supply Co (TSCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TSCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TSCO filings page.
TRACTOR SUPPLY CO (TSCO) entered into an Underwriting Agreement under which it issued and sold $500 million aggregate principal amount of 5.200% Senior Notes due 2032. The Notes are senior unsecured obligations ranking equally with Tractor Supply’s other senior unsecured liabilities and senior to any future subordinated debt.
The Notes bear interest at 5.200% per annum, payable semi-annually on January 30 and July 30, beginning January 30, 2027, and mature on January 30, 2032. Tractor Supply states it intends to use the net proceeds to repay borrowings under its senior credit facility and for general corporate purposes, with certain underwriter affiliates receiving at least 5% of the net proceeds through such repayment.
The Notes include covenants limiting Tractor Supply’s ability, subject to exceptions, to incur debt secured by liens, enter into sale and leaseback transactions, or merge, consolidate, or sell substantially all assets. They are redeemable at Tractor Supply’s option, including a make-whole redemption prior to December 30, 2031 and at par thereafter, and holders may require repurchase at 101% of principal plus accrued interest upon a Change of Control Triggering Event.
Tractor Supply Company reported that its Board approved additional equity incentives for two senior executives as their responsibilities expand. On August 6, 2026, J. Seth Estep, Executive Vice President – Chief Merchandising Officer, received stock options and restricted stock units each with a $25,000 grant date fair value and performance share units with a $50,000 grant date fair value. John P. Ordus, Executive Vice President – Chief Stores Officer, received stock options and restricted stock units each with a $50,000 grant date fair value and performance share units with a $100,000 grant date fair value.
The stock options and restricted stock units vest in three equal annual installments on the first three anniversaries of the grant date, contingent on continued employment. The performance share units vest on February 10, 2029, subject to continued employment and achievement of performance goals. Separately, Robert D. Mills, Executive Vice President – Chief Technology Officer, Digital and Pet Services, resigned effective August 7, 2026, and his technology- and pet-related responsibilities are being reassigned to Estep and Ordus.
Tractor Supply Company announced that its Board of Directors has declared a quarterly cash dividend of $0.24 per share on its common stock. The dividend is scheduled to be paid on September 8, 2026 to stockholders of record as of the close of business on August 24, 2026.
The company describes itself as the largest rural lifestyle retailer in the U.S., with 2,463 Tractor Supply stores in 49 states and 209 Petsense by Tractor Supply stores in 23 states as of June 27, 2026, supported by more than 54,000 Team Members.
Tractor Supply Company reported second-quarter 2026 net sales of $4.54 billion, up 2.3% from $4.44 billion, driven by new store openings, while comparable store sales fell 1.5% as weakness in seasonal and discretionary categories offset strength in consumable, usable and edible products and digital sales.
Gross profit rose to $1.68 billion with a gross margin of 37.1%, but SG&A deleveraging and $75.3 million of Petsense restructuring and VIP Petcare acquisition costs reduced operating income 19.2% to $467.1 million. Net income declined 16.1% to $360.7 million and diluted EPS decreased to $0.69; adjusted diluted EPS was $0.81.
The company repurchased approximately 3.9 million shares for $135.3 million and paid $125.6 million in dividends. For fiscal 2026, guidance calls for net sales growth of 2.5%–3.5%, comparable store sales between down 1% and flat, net income of $930–$990 million and adjusted EPS of $1.90–$2.00. Management withdrew its prior long-term financial framework and plans to provide an updated version with fourth-quarter 2026 results.
Tractor Supply Company has acquired the veterinary services business VIP Petcare, which operates as VIP Petcare and PetVet, from PetIQ. VIP Petcare is described as the largest provider of mobile veterinary care in the U.S., running clinics in approximately 2,700 retail locations, including 1,700 Tractor Supply stores across 39 states.
The business hosts more than 60,000 community veterinary clinics annually and serves over one million pets each year through about 2,500 contracted veterinarians and 36 field offices. Clinics provide preventive services at prices more than 50% lower than traditional veterinary visits.
Bringing VIP Petcare in-house is intended to strengthen Tractor Supply’s pet health platform by combining in-store clinics, 24/7 veterinary access and Allivet’s digital pharmacy into a unified omnichannel offering, deepening customer engagement and loyalty in rural and exurban markets.
Tractor Supply Company entered into an Amended and Restated Credit Agreement that refinances its existing senior credit facility with an unsecured revolving credit line. The new Senior Credit Facility provides up to $1.30 billion of revolving capacity, plus an option to add up to $500.0 million in additional revolver or term loans. It has a five-year term with two one-year extension options, interest tied to Term SOFR or the bank’s base rate with rating-based margins, and a maximum leverage ratio of 4.00 to 1.00.
Tractor Supply Company filed an amended report to update a prior disclosure about its Board of Directors. The earlier filing had announced the appointment of Sonia Syngal as an independent director but did not specify any committee assignments.
On May 14, 2026, the Board appointed Ms. Syngal to the Corporate Governance and Nominating Committee, effective immediately. This change clarifies her role in board oversight and governance, while all other aspects of her appointment remain as previously reported.
Tractor Supply Company held its 2026 Annual Meeting of Stockholders on May 14, 2026. Stockholders elected all ten director nominees, including Joy Brown, Harry A. Lawton III, and Sonia Syngal, to serve until the next annual meeting and until their successors are elected and qualified.
Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 26, 2026, with 464,274,844 votes in favor. In addition, they approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers, with 376,271,033 votes for the proposal.
Following the meeting, the Board of Directors appointed Meg Ham to serve as a member of the Audit Committee.
Tractor Supply Company announced that its Board of Directors declared a quarterly cash dividend of $0.24 per share on its common stock. The dividend will be paid on June 9, 2026 to stockholders of record as of the close of business on May 27, 2026.
The company highlights its position as the largest rural lifestyle retailer in the United States, with more than 52,000 team members and thousands of stores serving recreational farmers, ranchers, homeowners, gardeners and pet owners. It also operates the Petsense by Tractor Supply and Allivet brands to broaden its pet and animal care offerings.
Tractor Supply Company reported first quarter 2026 net sales of $3.59 billion, up 3.6% from a year earlier, driven mainly by new store openings and modest comparable store sales growth of 0.5%. Comparable average ticket rose 1.6% while transaction counts fell 1.0%.
Gross profit increased to $1.30 billion with gross margin essentially flat at 36.2%, but higher SG&A spending led operating income to decline 6.3% to $233.4 million. Net income fell 8.3% to $164.5 million, and diluted EPS decreased to $0.31 from $0.34.
The company returned $244.4 million to shareholders through share repurchases and dividends and opened 40 new Tractor Supply stores. Management reaffirmed its fiscal 2026 outlook, including net sales growth of 4% to 6%, comparable store sales growth of 1% to 3%, and diluted EPS of $2.13 to $2.23.
Tractor Supply Company has raised its annual dividend and expanded its Board of Directors. The Board increased the dividend by $0.04, or 4.3% year-over-year, to $0.96 per share on an annualized basis for 2026, marking the company’s 17th consecutive year of dividend increases. In line with this, it declared a quarterly cash dividend of $0.24 per share, payable on March 10, 2026 to shareholders of record as of February 24, 2026.
The company also appointed Sonia Syngal as an independent director, effective immediately. Her initial term runs until the 2026 Annual Meeting of Shareholders. With her addition, Tractor Supply’s Board now has 10 members, drawing on her 30-plus years of leadership experience across retail, technology and automotive sectors, including prior service as CEO of Gap Inc. and Old Navy.
Tractor Supply Company filed a current report noting it released a press release with its financial results for the fourth quarter and fiscal year ended December 27, 2025. The company also shared guidance for its expected results for the full fiscal year ending December 26, 2026.
The press release is included as Exhibit 99.1 to the report, allowing investors to review both recent performance and management’s outlook in a single document.
Tractor Supply Company reported board actions on executive compensation and shareholder returns. The independent directors approved retention equity awards for CEO Harry A. Lawton III: a performance share unit award with a target grant date value of $12,000,000 that will vest on February 5, 2031 based on relative total shareholder return over the January 1, 2026–December 31, 2030 performance period, and a restricted share unit award with a grant date fair value of $8,000,000 that vests in equal installments on the third, fourth, and fifth anniversaries of the grant date, in each case subject to continued employment.
The filing outlines prorated vesting terms for certain terminations and retirement and notes a temporary waiver allowing Mr. Lawton to serve on two outside boards for a limited period. The company also declared a $0.23 per‑share cash dividend payable December 9, 2025 to shareholders of record as of November 24, 2025.
Tractor Supply Company filed a current report to disclose that it issued a press release with its financial results for the third quarter ended September 27, 2025. The company also used the release to update its guidance for expected results for the full fiscal year ending December 27, 2025. The press release is included as Exhibit 99.1 to the report, allowing investors to review detailed quarterly performance and the revised full-year outlook.