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

Key Points

• Analysts give Tractor Supply a consensus "Moderate Buy" from 28 firms (15 buy, 13 hold) with an average 12‑month price target of $47.96, versus a recent share price around $35.68.
• The company missed quarterly estimates (EPS $0.31 vs. $0.35 expected; revenue $3.59B vs. $3.64B) but set FY2026 guidance of $2.13–$2.23 EPS, near the analyst consensus of $2.16.
• Tractor Supply raised its quarterly dividend to $0.24 (annualized $0.96, ~2.7% yield), while insiders sold ~222,348 shares (~$12M) in the last 90 days and institutional investors now own about 98.7% of the stock.

Shares of Tractor Supply Company (NASDAQ:TSCO - Get Free Report) have been assigned a consensus recommendation of "Moderate Buy" from the twenty-eight ratings firms that are currently covering the firm, MarketBeat reports. Thirteen research analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $47.9615.

A number of brokerages have weighed in on TSCO. Stephens lowered their price target on Tractor Supply from $53.00 to $43.00 and set an "equal weight" rating on the stock in a research report on Wednesday, April 22nd. Evercore lowered their price target on Tractor Supply from $55.00 to $50.00 and set an "outperform" rating on the stock in a research report on Thursday, April 23rd. Loop Capital decreased their target price on Tractor Supply from $51.00 to $41.00 and set a "hold" rating on the stock in a research report on Wednesday, April 22nd. Wolfe Research reaffirmed an "outperform" rating and issued a $57.00 target price on shares of Tractor Supply in a research report on Friday, January 30th. Finally, Bank of America assumed coverage on Tractor Supply in a research report on Tuesday, April 7th. They issued a "neutral" rating and a $47.00 target price on the stock.

Tractor Supply Price Performance

Shares of NASDAQ TSCO opened at $35.68 on Tuesday. The business's 50 day moving average price is $46.84 and its two-hundred day moving average price is $51.05. The company has a market cap of $18.77 billion, a PE ratio of 17.49, a price-to-earnings-growth ratio of 2.09 and a beta of 0.75. The company has a quick ratio of 0.16, a current ratio of 1.38 and a debt-to-equity ratio of 0.86. Tractor Supply has a twelve month low of $35.51 and a twelve month high of $63.99.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share for the quarter, missing analysts' consensus estimates of $0.35 by ($0.04). The business had revenue of $3.59 billion for the quarter, compared to analyst estimates of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.Tractor Supply's quarterly revenue was up 3.6% compared to the same quarter last year. During the same period last year, the firm earned $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. On average, analysts predict that Tractor Supply will post 2.16 EPS for the current year.

Tractor Supply Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a $0.24 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This is a positive change from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 annualized dividend and a dividend yield of 2.7%. Tractor Supply's dividend payout ratio (DPR) is currently 47.06%.

Insider Buying and Selling

In other news, EVP Jonathan S. Estep sold 59,745 shares of the company's stock in a transaction that occurred 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. This represents 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 link. Also, CEO Harry A. Lawton III sold 84,670 shares of the company's stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $53.16, for a total value of $4,501,057.20. Following the completion of the transaction, the chief executive officer directly owned 606,842 shares in the company, valued at $32,259,720.72. The trade was a 12.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 222,348 shares of company stock valued at $11,959,621 in the last ninety days. 0.64% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors and hedge funds have recently made changes to their positions in the company. Bison Wealth LLC boosted its stake in shares of Tractor Supply by 356.1% in the fourth quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer's stock valued at $341,000 after buying an additional 5,017 shares during the period. Woodline Partners LP boosted its stake in shares of Tractor Supply by 40.7% in the first quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer's stock valued at $2,487,000 after buying an additional 13,051 shares during the period. Intech Investment Management LLC boosted its stake in shares of Tractor Supply by 26.9% in the first quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer's stock valued at $1,442,000 after buying an additional 5,542 shares during the period. Sei Investments Co. boosted its stake in shares of Tractor Supply by 1.2% in the second quarter. Sei Investments Co. now owns 316,009 shares of the specialty retailer's stock valued at $16,676,000 after buying an additional 3,631 shares during the period. Finally, Glenview Trust co boosted its stake in shares of Tractor Supply by 36.0% in the second quarter. Glenview Trust co now owns 19,627 shares of the specialty retailer's stock valued at $1,036,000 after buying an additional 5,194 shares during the period. Institutional investors and hedge funds own 98.72% of the company's stock.

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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