Tractor Supply (NASDAQ:TSCO) Reaches New 12-Month Low - Here's Why

Key Points

• 52-week low: Tractor Supply shares hit a new 52-week low of $33.47 (last at $33.5650) and were down about 4.5%, trading well below their 50‑day ($45.80) and 200‑day ($50.64) moving averages.
• Quarterly miss and analyst cuts: TSCO reported Q results below expectations (EPS $0.31 vs. $0.35 est., revenue $3.59B vs. $3.64B), set FY‑2026 guidance of $2.13–$2.23 EPS, and several brokers reduced price targets — the consensus remains a "Moderate Buy" with an average target of $47.96.
• Dividends and insider activity: The company raised its quarterly dividend to $0.24 (3.0% yield), while insiders sold a combined 222,348 shares (~$11.96M) in the past three months amid very high institutional ownership (98.72%).

Tractor Supply Company (NASDAQ:TSCO - Get Free Report) shares hit a new 52-week low during trading on Monday . The company traded as low as $33.47 and last traded at $33.5650, with a volume of 700496 shares changing hands. The stock had previously closed at $33.83.

Analyst Ratings Changes

A number of brokerages have commented on TSCO. DA Davidson cut their price target on shares of Tractor Supply from $60.00 to $50.00 and set a "buy" rating on the stock in a research report on Wednesday, April 22nd. Piper Sandler dropped their price objective on shares of Tractor Supply from $59.00 to $51.00 and set an "overweight" rating on the stock in a report on Wednesday, April 22nd. Barclays dropped their price objective on shares of Tractor Supply from $51.00 to $44.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 22nd. Citigroup dropped their price objective on shares of Tractor Supply from $55.00 to $46.00 and set a "buy" rating on the stock in a report on Thursday, April 23rd. Finally, Loop Capital dropped their price objective on shares of Tractor Supply from $51.00 to $41.00 and set a "hold" rating on the stock in a report on Wednesday, April 22nd. Fifteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $47.96.

Tractor Supply Stock Down 4.5%

The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.16 and a current ratio of 1.38. The company has a market cap of $16.99 billion, a price-to-earnings ratio of 15.84, a price-to-earnings-growth ratio of 1.94 and a beta of 0.51. The stock's fifty day moving average is $45.80 and its two-hundred day moving average is $50.64.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.04). The firm had revenue of $3.59 billion during the quarter, compared to analysts' expectations of $3.64 billion. Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The company's quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter last year, the business posted $0.34 EPS. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. Sell-side analysts predict that Tractor Supply Company will post 2.15 earnings per share for the current fiscal year.

Tractor Supply Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $0.24 per share. The ex-dividend date was Tuesday, February 24th. This is an increase from Tractor Supply's previous quarterly dividend of $0.23. This represents a $0.96 annualized dividend and a yield of 3.0%. Tractor Supply's dividend payout ratio (DPR) is currently 47.06%.

Insider Buying and Selling at Tractor Supply

In other news, EVP Robert D. Mills sold 62,950 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $54.12, for a total transaction of $3,406,854.00. Following the completion of the transaction, the executive vice president directly owned 122,834 shares of the company's stock, valued at $6,647,776.08. This represents a 33.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Colin Yankee sold 11,170 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $55.35, for a total transaction of $618,259.50. Following the sale, the executive vice president owned 45,515 shares of the company's stock, valued at approximately $2,519,255.25. The trade was a 19.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 222,348 shares of company stock valued at $11,959,621 in the last three months. 0.64% of the stock is owned by corporate insiders.

Institutional Trading of Tractor Supply

Large investors have recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Tractor Supply during the 4th quarter valued at $303,862,000. Victory Capital Management Inc. lifted its position in shares of Tractor Supply by 719.1% during the 3rd quarter. Victory Capital Management Inc. now owns 4,508,661 shares of the specialty retailer's stock valued at $256,408,000 after buying an additional 3,958,205 shares during the last quarter. Select Equity Group L.P. lifted its position in shares of Tractor Supply by 41.9% during the 2nd quarter. Select Equity Group L.P. now owns 12,713,409 shares of the specialty retailer's stock valued at $670,887,000 after buying an additional 3,753,414 shares during the last quarter. APG Asset Management N.V. lifted its position in shares of Tractor Supply by 505.1% during the 3rd quarter. APG Asset Management N.V. now owns 4,329,556 shares of the specialty retailer's stock valued at $246,222,000 after buying an additional 3,614,097 shares during the last quarter. Finally, Invesco Ltd. lifted its position in shares of Tractor Supply by 18.4% during the 4th quarter. Invesco Ltd. now owns 17,433,611 shares of the specialty retailer's stock valued at $871,855,000 after buying an additional 2,706,819 shares during the last quarter. 98.72% of the stock is owned by hedge funds and other institutional investors.

About Tractor Supply

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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