Tractor Supply (NASDAQ:TSCO) Releases Q3 2025 Earnings Guidance

Tractor Supply (NASDAQ:TSCO - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 2.000-2.180 for the period, compared to the consensus EPS estimate of 0.472. The company issued revenue guidance of $15.5 billion-$16.1 billion, compared to the consensus revenue estimate of $3.7 billion.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Mizuho lowered their price target on shares of Tractor Supply from $62.00 to $58.00 and set an "outperform" rating on the stock in a report on Friday, April 25th. DA Davidson upped their target price on shares of Tractor Supply from $65.00 to $70.00 and gave the stock a "buy" rating in a report on Friday. Stephens assumed coverage on shares of Tractor Supply in a report on Wednesday, April 9th. They issued an "equal weight" rating and a $56.00 target price on the stock. Raymond James Financial upped their target price on shares of Tractor Supply from $57.00 to $65.00 and gave the stock an "outperform" rating in a report on Friday. Finally, Loop Capital upped their target price on shares of Tractor Supply from $48.00 to $60.00 and gave the stock a "hold" rating in a report on Friday. One investment analyst has rated the stock with a sell rating, eight have assigned a hold rating and twelve have given a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $61.30.

Tractor Supply Price Performance

TSCO stock traded down $0.01 during midday trading on Friday, reaching $59.33. The company had a trading volume of 7,589,239 shares, compared to its average volume of 6,122,455. The company has a market capitalization of $31.46 billion, a price-to-earnings ratio of 29.11, a price-to-earnings-growth ratio of 3.20 and a beta of 0.75. The stock has a 50 day moving average price of $53.27 and a 200-day moving average price of $53.39. Tractor Supply has a 1-year low of $46.85 and a 1-year high of $63.99. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.28 and a quick ratio of 0.17.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last issued its earnings results on Thursday, July 24th. The specialty retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.80 by $0.01. The firm had revenue of $4.44 billion during the quarter, compared to the consensus estimate of $4.40 billion. Tractor Supply had a return on equity of 46.83% and a net margin of 7.18%. The business's quarterly revenue was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.93 earnings per share. Equities research analysts expect that Tractor Supply will post 2.17 earnings per share for the current year.

Tractor Supply Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 10th. Investors of record on Wednesday, May 28th were issued a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.55%. The ex-dividend date of this dividend was Wednesday, May 28th. Tractor Supply's payout ratio is presently 45.77%.

Insider Activity at Tractor Supply

In related news, Director Denise L. Jackson sold 1,165 shares of the company's stock in a transaction that occurred on Tuesday, July 22nd. The stock was sold at an average price of $58.50, for a total value of $68,152.50. Following the sale, the director directly owned 31,123 shares in the company, valued at $1,820,695.50. This represents a 3.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Matthew L. Rubin sold 2,810 shares of the company's stock in a transaction that occurred on Wednesday, May 14th. The shares were sold at an average price of $51.76, for a total value of $145,445.60. Following the completion of the sale, the senior vice president owned 29,722 shares in the company, valued at $1,538,410.72. The trade was a 8.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 105,610 shares of company stock worth $5,737,894 over the last ninety days. Insiders own 0.65% of the company's stock.

Hedge Funds Weigh In On Tractor Supply

Several institutional investors have recently added to or reduced their stakes in TSCO. Bison Wealth LLC lifted its stake in 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 raised its position in shares of Tractor Supply by 40.7% during the first 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. Finally, Intech Investment Management LLC raised its position in shares of Tractor Supply by 26.9% during the first 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. 98.72% of the stock is 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.