Tractor Supply (NASDAQ:TSCO) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS

Key Points

• Tractor Supply reported quarterly earnings of $0.81 per share, surpassing the estimate of $0.80 by $0.01, with revenues of $4.44 billion, also above expectations.
• The company updated its Q3 2025 earnings guidance to a range between 2.000-2.180 EPS.
• Recent analyst ratings for Tractor Supply include increased targets from Truist Financial and DA Davidson, with an overall average rating of "Moderate Buy" and a target price of $61.30.

Tractor Supply (NASDAQ:TSCO - Get Free Report) released its quarterly earnings results on Thursday. The specialty retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.01, Zacks reports. The company had revenue of $4.44 billion during the quarter, compared to analysts' expectations of $4.40 billion. Tractor Supply had a net margin of 7.18% and a return on equity of 46.83%. The business's quarterly revenue was up 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.93 earnings per share. Tractor Supply updated its Q3 2025 guidance to 2.000-2.180 EPS.

Tractor Supply Price Performance

Shares of Tractor Supply stock traded down $0.01 during midday trading on Friday, hitting $59.33. 7,589,239 shares of the company traded hands, compared to its average volume of 6,122,455. The stock has a market cap of $31.46 billion, a price-to-earnings ratio of 29.11, a PEG ratio of 3.20 and a beta of 0.75. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.17 and a current ratio of 1.28. The firm's fifty day moving average price is $53.27 and its 200-day moving average price is $53.39. Tractor Supply has a 12 month low of $46.85 and a 12 month high of $63.99.

Tractor Supply Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 10th. Investors of record on Wednesday, May 28th were issued a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 1.55%. The ex-dividend date was Wednesday, May 28th. Tractor Supply's dividend payout ratio (DPR) is presently 45.10%.

Wall Street Analyst Weigh In

TSCO has been the subject of a number of recent analyst reports. Truist Financial increased their price target on shares of Tractor Supply from $60.00 to $66.00 and gave the company a "buy" rating in a research note on Friday. Stephens assumed coverage on shares of Tractor Supply in a research note on Wednesday, April 9th. They set an "equal weight" rating and a $56.00 target price for the company. DA Davidson raised their target price on shares of Tractor Supply from $65.00 to $70.00 and gave the stock a "buy" rating in a research note on Friday. Wells Fargo & Company raised their target price on shares of Tractor Supply from $63.00 to $65.00 and gave the stock an "overweight" rating in a research note on Friday. Finally, Wall Street Zen upgraded shares of Tractor Supply from a "sell" rating to a "hold" rating in a research note on Saturday. Nine research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $61.30.

Insider Activity at Tractor Supply

In related news, EVP Jonathan S. Estep sold 35,825 shares of Tractor Supply stock in a transaction that occurred on Monday, July 7th. The shares were sold at an average price of $56.00, for a total transaction of $2,006,200.00. Following the sale, the executive vice president directly owned 74,605 shares of the company's stock, valued at approximately $4,177,880. The trade was a 32.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Matthew L. Rubin sold 2,810 shares of Tractor Supply stock in a transaction that occurred on Wednesday, May 14th. The shares were sold at an average price of $51.76, for a total transaction of $145,445.60. Following the sale, the senior vice president directly owned 29,722 shares in the company, valued at $1,538,410.72. This trade represents a 8.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 105,610 shares of company stock valued at $5,737,894. 0.65% of the stock is owned by insiders.

Institutional Investors Weigh In On Tractor Supply

Several hedge funds have recently added to or reduced their stakes in the business. Woodline Partners LP lifted its position in shares of Tractor Supply by 40.7% in the 1st quarter. Woodline Partners LP now owns 45,132 shares of the specialty retailer's stock worth $2,487,000 after purchasing an additional 13,051 shares during the period. Intech Investment Management LLC lifted its position in shares of Tractor Supply by 26.9% in the 1st quarter. Intech Investment Management LLC now owns 26,162 shares of the specialty retailer's stock worth $1,442,000 after purchasing an additional 5,542 shares during the period. Finally, Bison Wealth LLC lifted its position in shares of Tractor Supply by 356.1% in the 4th quarter. Bison Wealth LLC now owns 6,426 shares of the specialty retailer's stock worth $341,000 after purchasing an additional 5,017 shares during the period. 98.72% of the stock is currently owned by institutional investors and hedge funds.

About Tractor Supply

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.

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