Tractor Supply
At a glance
Tractor Supply reported 2025 revenue of $15.52B, up 4.3% from $14.88B in 2024. Over 4 years since 2021 ($12.73B), that is growth of about 5.1% a year. Operating margin was 9.5%, down from 10.3% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 7 insiders reported 3 open-market purchases ($652K) and 6 sales ($12M). 2 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $4.5M by President & CEO III Harry A Lawton on Feb 5, 2026. Net, insiders were sellers of $11.3M.
Tractor Supply filed 14 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), other events (3) and material agreement (2). The latest officer or director change was reported on Aug 7, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.
2 of the 20 investors tracked here held Tractor Supply at the last quarter end, worth $3.4M combined. It is the largest weight for Bridgewater Associates (0% of its portfolio), followed by National Pension Service (Korea) (0%). New this quarter: Bridgewater Associates. Reduced: National Pension Service (Korea).
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $997.1M | $1.09B | $1.11B | $1.1B | $1.1B |
| Diluted EPS | $8.61 | $1.94 | $2.02 | $2.04 | $2.06 |
| Dividend per share | $2.08 | $0.74 | $0.82 | $0.88 | $0.92 |
Fiscal year ends Dec 28 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined