FY2026 EPS Forecast for Tractor Supply Decreased by Analyst

Key Points

• Zacks Research lowered its FY2026 EPS estimate for Tractor Supply to $2.15 (from $2.18) and maintains a Hold rating, with the consensus FY2026 estimate now at $2.15.
• The company’s most recent quarter missed expectations (EPS $0.31 vs. $0.35 consensus; revenue $3.59B vs. $3.64B) and Tractor Supply set FY2026 guidance at $2.13–$2.23 EPS.
• Multiple analysts have cut price targets (examples: TD Cowen, UBS, Loop Capital) and the stock trades near a one‑year low (~$32.31) despite a MarketBeat consensus of "Moderate Buy" and an average price target of $47.38.

Tractor Supply Company (NASDAQ:TSCO - Free Report) - Analysts at Zacks Research reduced their FY2026 earnings per share estimates for Tractor Supply in a research report issued to clients and investors on Monday, May 4th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings of $2.15 per share for the year, down from their prior estimate of $2.18. Zacks Research currently has a "Hold" rating on the stock. The consensus estimate for Tractor Supply's current full-year earnings is $2.15 per share. Zacks Research also issued estimates for Tractor Supply's Q1 2027 earnings at $0.37 EPS, Q3 2027 earnings at $0.55 EPS, FY2027 earnings at $2.36 EPS, Q1 2028 earnings at $0.42 EPS and FY2028 earnings at $2.66 EPS.

Several other analysts have also commented on TSCO. Truist Financial set a $44.00 price target on Tractor Supply and gave the company a "hold" rating in a research note on Tuesday, April 21st. Loop Capital decreased their price target on Tractor Supply from $51.00 to $41.00 and set a "hold" rating on the stock in a research note on Wednesday, April 22nd. TD Cowen reaffirmed a "hold" rating and issued a $38.00 price target (down from $53.00) on shares of Tractor Supply in a research note on Monday, April 27th. Stephens decreased their price target on Tractor Supply from $53.00 to $43.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 22nd. Finally, UBS Group decreased their price target on Tractor Supply from $55.00 to $44.00 and set a "neutral" rating on the stock in a research note on Wednesday, April 22nd. Fourteen research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $47.38.

Tractor Supply Price Performance

Shares of TSCO stock opened at $32.31 on Tuesday. The stock's fifty day simple moving average is $45.80 and its 200 day simple moving average is $50.64. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.38 and a quick ratio of 0.16. The firm has a market cap of $17.00 billion, a price-to-earnings ratio of 15.84, a P/E/G ratio of 1.94 and a beta of 0.51. Tractor Supply has a one year low of $32.26 and a one year high of $63.99.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.35 by ($0.04). The firm had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $3.64 billion. Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The business's revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.34 earnings per share. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS.

Hedge Funds Weigh In On Tractor Supply

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Financial Network Wealth Advisors LLC boosted its stake in Tractor Supply by 8.0% in the third quarter. Financial Network Wealth Advisors LLC now owns 2,465 shares of the specialty retailer's stock worth $140,000 after purchasing an additional 182 shares in the last quarter. Advyzon Investment Management LLC raised its position in shares of Tractor Supply by 4.3% during the fourth quarter. Advyzon Investment Management LLC now owns 4,462 shares of the specialty retailer's stock worth $223,000 after acquiring an additional 183 shares during the last quarter. Field & Main Bank raised its position in shares of Tractor Supply by 1.1% during the fourth quarter. Field & Main Bank now owns 18,835 shares of the specialty retailer's stock worth $942,000 after acquiring an additional 200 shares during the last quarter. Oak Thistle LLC raised its position in shares of Tractor Supply by 0.9% during the fourth quarter. Oak Thistle LLC now owns 24,911 shares of the specialty retailer's stock worth $1,246,000 after acquiring an additional 215 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. raised its position in shares of Tractor Supply by 5.1% during the third quarter. Vestmark Advisory Solutions Inc. now owns 4,514 shares of the specialty retailer's stock worth $257,000 after acquiring an additional 218 shares during the last quarter. Institutional investors and hedge funds own 98.72% of the company's stock.

Insiders Place Their Bets

In other Tractor Supply news, EVP Jonathan S. Estep sold 59,745 shares of the business's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $54.03, for a total value of $3,228,022.35. Following the transaction, the executive vice president owned 80,931 shares of the company's stock, valued at approximately $4,372,701.93. The trade was a 42.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Colin Yankee sold 11,170 shares of the business's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $55.35, for a total value of $618,259.50. Following the completion of the transaction, the executive vice president directly owned 45,515 shares in the company, valued at approximately $2,519,255.25. This represents a 19.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 137,678 shares of company stock worth $7,458,564 in the last three months. Company insiders own 0.64% of the company's stock.

Tractor Supply Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a $0.24 dividend. This is an increase from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Tuesday, February 24th. Tractor Supply's payout ratio is presently 47.06%.

About Tractor Supply

Tractor Supply Company NASDAQ: TSCO is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.

Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.

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