Tractor Supply Company (NASDAQ:TSCO) Receives Average Rating of "Hold" from Analysts

Key Points

• Analysts rate Tractor Supply “Hold” overall: Of 28 analysts, 13 recommend buying, 12 recommend holding and 3 recommend selling. The average 12-month price target is $39.31, above the stock’s recent price near $33.
• Latest quarterly results modestly missed estimates: Tractor Supply reported adjusted EPS of $0.81 versus $0.82 expected and revenue of $4.54 billion versus $4.58 billion expected, although revenue rose 2.3% year over year. Fiscal 2026 EPS guidance remains $1.90–$2.00.
• Insiders have been buying shares, while the company maintains its dividend: The CEO and directors purchased shares recently, and insiders acquired 20,310 shares over the past quarter. Tractor Supply pays a quarterly dividend of $0.24, equivalent to a roughly 2.9% annual yield.

Tractor Supply Company (NASDAQ:TSCO - Get Free Report) has earned a consensus rating of "Hold" from the twenty-eight brokerages that are covering the company, MarketBeat Ratings reports. Three investment analysts have rated the stock with a sell recommendation, twelve have issued a hold recommendation and thirteen have given a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $39.3077.

TSCO has been the subject of several research analyst reports. BNP Paribas Exane lowered their price target on Tractor Supply from $58.00 to $45.00 and set an "outperform" rating for the company in a research report on Wednesday, April 22nd. Wolfe Research set a $34.00 price objective on Tractor Supply in a report on Thursday, July 16th. DA Davidson decreased their target price on Tractor Supply from $50.00 to $40.00 and set a "buy" rating on the stock in a research note on Monday, June 22nd. Mizuho set a $28.00 target price on Tractor Supply and gave the stock a "neutral" rating in a research note on Friday, July 24th. Finally, Piper Sandler set a $31.00 target price on Tractor Supply and gave the company a "neutral" rating in a report on Friday, July 24th.

Tractor Supply Stock Performance

Shares of TSCO stock opened at $33.41 on Thursday. The firm's 50 day moving average price is $30.71 and its 200-day moving average price is $40.09. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.23 and a current ratio of 1.33. Tractor Supply has a one year low of $28.36 and a one year high of $62.89. The firm has a market cap of $17.52 billion, a P/E ratio of 17.40, a P/E/G ratio of 10.77 and a beta of 0.47.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its earnings results on Thursday, July 23rd. The specialty retailer reported $0.81 earnings per share for the quarter, missing the consensus estimate of $0.82 by ($0.01). Tractor Supply had a net margin of 6.42% and a return on equity of 41.74%. The company had revenue of $4.54 billion during the quarter, compared to analyst estimates of $4.58 billion. During the same quarter last year, the business posted $0.81 EPS. The firm's revenue for the quarter was up 2.3% on a year-over-year basis. Tractor Supply has set its FY 2026 guidance at 1.900-2.000 EPS. As a group, equities research analysts predict that Tractor Supply will post 1.93 EPS for the current year.

Tractor Supply Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend was Wednesday, May 27th. Tractor Supply's dividend payout ratio is currently 50.00%.

Insider Activity

In other Tractor Supply news, Director Edna Morris acquired 1,560 shares of the stock in a transaction dated Tuesday, August 4th. The stock was acquired at an average price of $32.44 per share, with a total value of $50,606.40. Following the completion of the purchase, the director owned 279,720 shares in the company, valued at $9,074,116.80. This trade represents a 0.56% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Andre J. Hawaux acquired 3,150 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was acquired at an average price of $31.83 per share, with a total value of $100,264.50. Following the acquisition, the director directly owned 3,150 shares of the company's stock, valued at approximately $100,264.50. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders acquired 20,310 shares of company stock valued at $652,411. 0.64% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently modified their holdings of TSCO. Goldman Sachs Group Inc. grew its stake in Tractor Supply by 6.3% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,121,526 shares of the specialty retailer's stock worth $156,108,000 after purchasing an additional 184,146 shares in the last quarter. Swedbank AB boosted its stake in shares of Tractor Supply by 3.3% in the 4th quarter. Swedbank AB now owns 1,129,182 shares of the specialty retailer's stock valued at $56,470,000 after buying an additional 36,495 shares during the period. Nomura Asset Management Co. Ltd. grew its position in shares of Tractor Supply by 44.2% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 727,125 shares of the specialty retailer's stock worth $36,364,000 after buying an additional 222,750 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Tractor Supply by 4.4% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,103,395 shares of the specialty retailer's stock worth $56,086,000 after buying an additional 46,010 shares in the last quarter. Finally, King Luther Capital Management Corp increased its stake in shares of Tractor Supply by 1.6% during the fourth quarter. King Luther Capital Management Corp now owns 2,387,723 shares of the specialty retailer's stock worth $119,410,000 after buying an additional 36,778 shares during the period. Institutional investors and hedge funds own 98.72% of the company's stock.

Key Stories Impacting Tractor Supply

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: CEO Harry A. Lawton III purchased 15,600 shares for approximately $501,540 at an average price of $32.15. Director Edna Morris also bought 1,560 shares for about $50,606, while Director Andre Hawaux purchased 3,150 shares for roughly $100,265. The purchases may reassure investors that company insiders view recent price levels as attractive. CEO and director insider purchase filings
• Positive Sentiment: Tractor Supply announced more than 200 new dog and cat products, including food, treats, toys and everyday essentials. The broader assortment could support customer traffic, market share and sales growth in the pet category. Tractor Supply expands pet assortment
• Neutral Sentiment: The stock trades near $33, below its 200-day moving average of $40.22 but above its 50-day average of $30.66. Analysts’ consensus rating is “Hold,” with an average price target of $39.31, suggesting potential upside but limited conviction.
• Neutral Sentiment: Tractor Supply continues to pay a quarterly dividend of $0.24, or $0.96 annually, representing a yield of approximately 2.9% at recent prices. Institutional investors own about 98.7% of the shares, indicating strong professional ownership but potentially less incremental buying support.
• Negative Sentiment: The company’s latest quarterly results modestly missed expectations: EPS was $0.81 versus $0.82 expected, while revenue of $4.54 billion fell short of the $4.58 billion consensus. Revenue still increased 2.3% year over year, and fiscal 2026 EPS guidance remains $1.90–$2.00, but the miss highlights ongoing execution and growth concerns.

Tractor Supply Company Profile

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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