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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 modestly higher sales but lower profits for the fiscal three months ended March 28, 2026. Net sales rose to $3.59 billion from $3.47 billion, while net income declined to $164.5 million from $179.4 million, with diluted EPS at $0.31 versus $0.34.
Gross margin stayed essentially flat at about 36.2%, but selling, general and administrative expenses grew faster than sales, lifting SG&A plus depreciation to 29.7% of net sales. Operating income fell to $233.4 million, and operating cash flow dropped to $91.1 million, largely reflecting higher inventory and working-capital swings.
The company continued investing heavily, with $202.6 million in capital expenditures and total debt of $2.14 billion. It also returned cash to shareholders, repurchasing about 2.3 million shares for $118.8 million and paying $126.4 million in dividends, while expanding to 2,641 stores across 49 states.
Tractor Supply Co ownership disclosure: Vanguard Capital Management reported beneficial ownership of 7.5% of Tractor Supply Co common stock, equal to 39,458,398 shares as of 03/31/2026. The filing lists sole dispositive power over 39,458,398 shares and sole voting power for 5,171,991 shares. The report is filed on behalf of multiple Vanguard affiliates and is signed on 04/30/2026.
Vanguard Portfolio Management reports beneficial ownership of 28,025,900 shares of Tractor Supply Co Common Stock, representing 5.32% of the class as of the filing. The filing states Vanguard Portfolio Management LLC and affiliates exercise dispositive power over these shares and that holdings include shares held by Vanguard funds and certain managed accounts.
The Schedule 13G lists 139,624 shares as sole voting power and 28,025,900 shares as sole dispositive power. The filing was signed on 04/29/2026.
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.
Krishnan Ramkumar reported acquisition or exercise transactions in this Form 4 filing.
Tractor Supply director Krishnan Ramkumar received a grant of 579.47 shares of common stock on April 1 as compensation, valued at $45.30 per share under the Directors Stock Election Plan. After this stock award in lieu of cash fees, he directly holds 61,648.656 Tractor Supply shares.
Tractor Supply (TSCO) director Margaret M. Ham received a stock award rather than making an open-market trade. She acquired 289.735 shares of common stock at a value of $45.30 per share under the company’s Directors Stock Election Plan. After this grant, she holds 13,302.669 shares directly.
The footnote explains that this award reflects her choice to take unrestricted shares instead of cash compensation earned as a director, making this a routine compensation-related transaction rather than a discretionary stock purchase or sale.
The Vanguard Group amended its Schedule 13G to report 0% beneficial ownership of Tractor Supply Co common stock. The filing states that following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538. The amendment lists 0 shares beneficially owned and 0 voting and dispositive power across sole and shared categories.
Tractor Supply Company is asking stockholders to vote at its 2026 virtual annual meeting on May 14, 2026. The agenda includes electing ten directors, ratifying Ernst & Young LLP as auditor for fiscal 2026, and a non-binding advisory vote on executive compensation.
The proxy highlights 2025 record sales of $15.5 billion and more than $1 billion in earnings for the fourth straight year, driven by new stores, omnichannel investments and its Life Out Here 2030 strategy. As of March 16, 2026, 526,006,314 common shares were outstanding and eligible to vote.
The Board emphasizes governance, with a majority-independent, diverse slate (50% female, 40% from underrepresented communities), director stock ownership guidelines and annual Board evaluations. Executive pay is described as heavily performance-based, with about 89% of the CEO’s 2025 target compensation variable.