Tractor Supply (NASDAQ:TSCO) Raised to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen upgraded Tractor Supply from a "sell" to a "hold" in its latest research note.
• Tractor Supply missed Q1 estimates (EPS $0.31 vs. $0.35 expected; revenue $3.59B vs. $3.64B), which triggered analyst price‑target cuts, a selloff and a new one‑year low in the stock.
• Management reiterated FY2026 guidance of 2.13–2.23 EPS and flagged growth initiatives including 40 new stores and double‑digit digital sales growth, signaling continued long‑term expansion plans despite near‑term weakness.

Tractor Supply (NASDAQ:TSCO - Get Free Report) was upgraded by equities researchers at Wall Street Zen from a "sell" rating to a "hold" rating in a research report issued to clients and investors on Saturday.

TSCO has been the subject of a number of other reports. Stephens reduced their price objective on shares of Tractor Supply from $53.00 to $43.00 and set an "equal weight" rating for the company in a report on Wednesday. Robert W. Baird set a $60.00 price objective on shares of Tractor Supply and gave the stock an "outperform" rating in a report on Friday, April 17th. Guggenheim reaffirmed a "buy" rating and set a $60.00 price objective (down from $65.00) on shares of Tractor Supply in a report on Thursday. Raymond James Financial reduced their price objective on shares of Tractor Supply from $60.00 to $48.00 and set an "outperform" rating for the company in a report on Wednesday. Finally, Jefferies Financial Group reaffirmed a "buy" rating and set a $51.00 price objective on shares of Tractor Supply in a report on Tuesday. Fifteen equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $49.08.

Tractor Supply Price Performance

NASDAQ:TSCO opened at $36.73 on Friday. The company has a 50-day moving average of $47.22 and a 200-day moving average of $51.22. The company has a market capitalization of $19.32 billion, a price-to-earnings ratio of 18.00, a PEG ratio of 2.18 and a beta of 0.75. Tractor Supply has a 52 week low of $36.60 and a 52 week high of $63.99. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 EPS 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 the consensus estimate of $3.64 billion. Tractor Supply had a return on equity of 42.58% and a net margin of 6.91%.Tractor Supply's revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.34 earnings per share. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, equities research analysts anticipate that Tractor Supply will post 2.16 earnings per share for the current fiscal year.

Insider Activity

In other Tractor Supply news, EVP Jonathan S. Estep sold 59,745 shares of the business's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $54.03, for a total value of $3,228,022.35. Following the completion of the transaction, the executive vice president directly 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Harry A. Lawton III sold 84,670 shares of the business's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $53.16, for a total transaction of $4,501,057.20. Following the completion of the transaction, the chief executive officer directly owned 606,842 shares of the company's stock, valued at approximately $32,259,720.72. This represents a 12.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 222,348 shares of company stock worth $11,959,621 over the last ninety days. Corporate insiders own 0.64% of the company's stock.

Hedge Funds Weigh In On Tractor Supply

A number of institutional investors have recently modified their holdings of TSCO. Wellington Management Group LLP grew its holdings in Tractor Supply by 1.6% during the third quarter. Wellington Management Group LLP now owns 25,931,699 shares of the specialty retailer's stock valued at $1,474,736,000 after purchasing an additional 420,731 shares during the period. First National Bank of Omaha acquired a new position in Tractor Supply during the third quarter valued at approximately $5,069,000. NEOS Investment Management LLC grew its holdings in Tractor Supply by 49.9% during the third quarter. NEOS Investment Management LLC now owns 63,881 shares of the specialty retailer's stock valued at $3,633,000 after purchasing an additional 21,256 shares during the period. HighTower Advisors LLC grew its holdings in Tractor Supply by 9.2% during the third quarter. HighTower Advisors LLC now owns 289,610 shares of the specialty retailer's stock valued at $16,470,000 after purchasing an additional 24,312 shares during the period. Finally, Montrusco Bolton Investments Inc. grew its holdings in Tractor Supply by 7.5% during the third quarter. Montrusco Bolton Investments Inc. now owns 1,000,530 shares of the specialty retailer's stock valued at $56,900,000 after purchasing an additional 69,498 shares during the period. 98.72% of the stock is owned by institutional investors.

Trending Headlines about Tractor Supply

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

• Positive Sentiment: Management reiterated FY2026 guidance and highlighted continued store expansion (40 new stores) and double‑digit digital sales growth, which investors can view as evidence of underlying sales initiatives and long‑term growth levers. Tractor Supply Co (TSCO) Q1 2026 Earnings Call Highlights: Record Store Openings and Digital ...
• Positive Sentiment: Several firms kept constructive ratings (buy/outperform) even while lowering targets — e.g., Goldman Sachs (buy, PT trimmed to $55) and Raymond James/BNP Paribas maintained upside views — signaling some analysts still see material upside at depressed prices. Goldman Sachs adjusts price target on Tractor Supply to 55 from 59, maintains buy rating
• Neutral Sentiment: Some coverage frames TSCO as a relative value option vs. peers (e.g., Petco/WOOF), which may attract value/dividend investors if the price weakness persists. WOOF vs TSCO: Which Stock Is the Better Value Option?
• Neutral Sentiment: With the share decline, TSCO’s dividend yield has increased, prompting some investors to call it oversold and a potential income/value play — a longer‑horizon catalyst for some buyers. This Dividend Stock Is Getting Crushed. But With Its Dividend Yield Crossing 2.4%, Is It Time to Buy?
• Negative Sentiment: Q1 results disappointed: EPS $0.31 vs. $0.35 expected and revenue $3.59B vs. $3.64B expected; same‑store sales were essentially flat, which directly triggered the selloff. Why Tractor Supply (TSCO) Is Down 12.1% After Q1 Earnings Miss and Flat Same-Store Sales
• Negative Sentiment: Major brokerages moved quickly to cut price targets (many on 4/24) and issued more cautious notes — a coordinated analyst reset that amplifies selling pressure and reduces near‑term conviction. Representative cuts include Barclays, JPMorgan, UBS and others. Barclays adjusts price target on Tractor Supply to 44 from 51, maintains equalweight rating
• Negative Sentiment: The stock hit a new one‑year low and saw elevated trading volume following the miss and analyst reactions — technical weakness that can prolong downward pressure until fresh positive catalysts emerge. Tractor Supply NASDAQ: TSCO Sets New 1-Year Low After Earnings Miss

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.