Q2 EPS Estimates for Tractor Supply Cut by Analyst

Tractor Supply (NASDAQ:TSCO - Free Report) - Equities research analysts at Telsey Advisory Group dropped their Q2 2025 earnings per share (EPS) estimates for Tractor Supply in a research note issued on Thursday, April 24th. Telsey Advisory Group analyst J. Feldman now expects that the specialty retailer will earn $0.80 per share for the quarter, down from their previous estimate of $0.85. The consensus estimate for Tractor Supply's current full-year earnings is $2.17 per share. Telsey Advisory Group also issued estimates for Tractor Supply's Q3 2025 earnings at $0.48 EPS, Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $2.08 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.88 EPS, Q3 2026 earnings at $0.53 EPS, Q4 2026 earnings at $0.52 EPS and FY2026 earnings at $2.31 EPS.

TSCO has been the subject of several other reports. JPMorgan Chase & Co. decreased their price objective on Tractor Supply from $59.00 to $56.00 and set a "neutral" rating for the company in a report on Monday. UBS Group set a $54.00 target price on shares of Tractor Supply in a report on Friday, April 25th. Raymond James reduced their target price on shares of Tractor Supply from $61.00 to $57.00 and set an "outperform" rating for the company in a report on Friday, April 25th. Stephens started coverage on shares of Tractor Supply in a report on Wednesday, April 9th. They issued an "equal weight" rating and a $56.00 target price for the company. Finally, Truist Financial reduced their target price on shares of Tractor Supply from $63.00 to $60.00 and set a "buy" rating for the company in a report on Friday, January 31st. One equities research analyst has rated the stock with a sell rating, seven have given a hold rating, eleven have issued a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat, Tractor Supply currently has a consensus rating of "Moderate Buy" and an average target price of $58.02.

Tractor Supply Stock Down 1.2 %

Shares of TSCO stock traded down $0.62 on Monday, hitting $50.00. The stock had a trading volume of 2,538,463 shares, compared to its average volume of 5,123,540. The company has a quick ratio of 0.20, a current ratio of 1.43 and a debt-to-equity ratio of 0.82. The business has a 50 day moving average price of $52.59 and a 200 day moving average price of $54.59. The company has a market cap of $26.58 billion, a PE ratio of 24.52, a P/E/G ratio of 2.95 and a beta of 0.88. Tractor Supply has a one year low of $46.85 and a one year high of $61.53.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its earnings results on Thursday, April 24th. The specialty retailer reported $0.34 earnings per share for the quarter, missing the consensus estimate of $0.37 by ($0.03). The firm had revenue of $3.47 billion during the quarter, compared to analysts' expectations of $3.55 billion. Tractor Supply had a return on equity of 49.01% and a net margin of 7.40%. Tractor Supply's quarterly revenue was up 2.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.83 earnings per share.

Tractor Supply declared that its board has authorized a stock buyback program on Thursday, February 13th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the specialty retailer to repurchase up to 3.3% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company's management believes its stock is undervalued.

Tractor Supply Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 11th. Shareholders of record on Wednesday, February 26th were given a dividend of $0.92 per share. The ex-dividend date was Wednesday, February 26th. This is a positive change from Tractor Supply's previous quarterly dividend of $0.22. This represents a $3.68 dividend on an annualized basis and a yield of 7.36%. Tractor Supply's dividend payout ratio (DPR) is currently 45.77%.

Insiders Place Their Bets

In other news, CFO Kurt D. Barton sold 12,146 shares of the firm's stock in a transaction that occurred on Thursday, February 13th. The shares were sold at an average price of $56.00, for a total transaction of $680,176.00. Following the sale, the chief financial officer now owns 47,715 shares of the company's stock, valued at $2,672,040. This trade represents a 20.29 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Matthew L. Rubin sold 3,850 shares of the firm's stock in a transaction that occurred on Thursday, February 20th. The stock was sold at an average price of $57.69, for a total transaction of $222,106.50. Following the sale, the senior vice president now directly owns 31,787 shares in the company, valued at $1,833,792.03. The trade was a 10.80 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 137,993 shares of company stock valued at $7,538,068. 0.65% of the stock is owned by insiders.

Institutional Investors Weigh In On Tractor Supply

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. CIBC Private Wealth Group LLC grew its stake in Tractor Supply by 385.8% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,089,542 shares of the specialty retailer's stock valued at $59,260,000 after acquiring an additional 865,273 shares during the period. BOK Financial Private Wealth Inc. grew its stake in Tractor Supply by 330.2% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 21,355 shares of the specialty retailer's stock valued at $1,133,000 after acquiring an additional 16,391 shares during the period. Blueshift Asset Management LLC grew its stake in Tractor Supply by 571.8% in the 4th quarter. Blueshift Asset Management LLC now owns 66,815 shares of the specialty retailer's stock valued at $3,545,000 after acquiring an additional 56,870 shares during the period. Heritage Trust Co acquired a new stake in Tractor Supply during the 4th quarter worth $1,829,000. Finally, Callan Family Office LLC purchased a new stake in shares of Tractor Supply during the fourth quarter worth $503,000. Institutional investors and hedge funds own 98.72% of the company's stock.

Tractor Supply Company Profile

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and riders, lawn and garden, bird feeding, power equipment, and other recreational products; truck, tool, and hardware products, such as truck accessories, trailers, generators, lubricants, batteries, and hardware and tools; and clothing, gift, and décor products consist of clothing, footwear, toys, snacks, and decorative merchandise.