Tractor Supply Q2 EPS Estimate Decreased by Zacks Research

Tractor Supply (NASDAQ:TSCO - Free Report) - Stock analysts at Zacks Research dropped their Q2 2025 earnings estimates for shares of Tractor Supply in a research note issued on Thursday, May 8th. Zacks Research analyst R. Lohia now expects that the specialty retailer will post earnings of $0.80 per share for the quarter, down from their prior forecast of $0.84. The consensus estimate for Tractor Supply's current full-year earnings is $2.17 per share. Zacks Research also issued estimates for Tractor Supply's Q3 2025 earnings at $0.47 EPS, FY2025 earnings at $2.08 EPS, Q1 2026 earnings at $0.38 EPS, Q3 2026 earnings at $0.53 EPS, Q4 2026 earnings at $0.52 EPS, FY2026 earnings at $2.32 EPS, Q1 2027 earnings at $0.42 EPS and FY2027 earnings at $2.56 EPS.

TSCO has been the subject of several other reports. Stephens assumed coverage on shares of Tractor Supply in a research report on Wednesday, April 9th. They set an "equal weight" rating and a $56.00 price target for the company. Raymond James decreased their price target on shares of Tractor Supply from $61.00 to $57.00 and set an "outperform" rating for the company in a research note on Friday, April 25th. Telsey Advisory Group set a $60.00 price target on shares of Tractor Supply in a research note on Friday, April 25th. Truist Financial decreased their target price on shares of Tractor Supply from $63.00 to $60.00 and set a "buy" rating for the company in a research note on Friday, January 31st. Finally, Guggenheim reduced their price target on shares of Tractor Supply from $60.00 to $55.00 and set a "buy" rating for the company in a research report on Friday, April 25th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, eleven have given a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, Tractor Supply has a consensus rating of "Moderate Buy" and a consensus target price of $58.02.

Tractor Supply Stock Down 0.2%

Shares of NASDAQ:TSCO opened at $51.31 on Monday. The firm has a fifty day moving average of $51.96 and a 200 day moving average of $54.14. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.20 and a current ratio of 1.43. Tractor Supply has a 52-week low of $46.85 and a 52-week high of $61.53. The firm has a market capitalization of $27.28 billion, a PE ratio of 25.15, a price-to-earnings-growth ratio of 2.95 and a beta of 0.82.

Tractor Supply (NASDAQ:TSCO - Get Free Report) last released its quarterly earnings results on Thursday, April 24th. The specialty retailer reported $0.34 EPS for the quarter, missing analysts' consensus estimates of $0.37 by ($0.03). Tractor Supply had a net margin of 7.40% and a return on equity of 49.01%. The firm had revenue of $3.47 billion for the quarter, compared to analysts' expectations of $3.55 billion. During the same quarter last year, the firm earned $1.83 earnings per share. The firm's revenue for the quarter was up 2.1% on a year-over-year basis.

Institutional Trading of Tractor Supply

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Nordea Investment Management AB boosted its stake in shares of Tractor Supply by 418.5% during the 4th quarter. Nordea Investment Management AB now owns 46,140 shares of the specialty retailer's stock worth $2,446,000 after purchasing an additional 37,242 shares during the period. First Hawaiian Bank purchased a new position in shares of Tractor Supply during the 4th quarter worth about $337,000. ST Germain D J Co. Inc. boosted its stake in shares of Tractor Supply by 392.3% during the 4th quarter. ST Germain D J Co. Inc. now owns 640 shares of the specialty retailer's stock worth $34,000 after purchasing an additional 510 shares during the period. Czech National Bank boosted its stake in shares of Tractor Supply by 427.1% during the 4th quarter. Czech National Bank now owns 115,825 shares of the specialty retailer's stock worth $6,146,000 after purchasing an additional 93,851 shares during the period. Finally, Threadgill Financial LLC boosted its stake in shares of Tractor Supply by 416.8% during the 4th quarter. Threadgill Financial LLC now owns 15,250 shares of the specialty retailer's stock worth $809,000 after purchasing an additional 12,299 shares during the period. 98.72% of the stock is currently owned by institutional investors.

Insider Transactions at Tractor Supply

In other news, SVP Matthew L. Rubin sold 3,850 shares of the firm's stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $57.69, for a total transaction of $222,106.50. Following the sale, the senior vice president now directly owns 31,787 shares in the company, valued at $1,833,792.03. This trade represents a 10.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Colin Yankee sold 24,602 shares of the firm's stock in a transaction on Tuesday, February 11th. The shares were sold at an average price of $54.15, for a total transaction of $1,332,198.30. Following the sale, the executive vice president now owns 33,645 shares in the company, valued at $1,821,876.75. The trade was a 42.24% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 40,598 shares of company stock worth $2,234,481 in the last 90 days. 0.65% of the stock is currently owned by insiders.

Tractor Supply declared that its board has approved a share repurchase program on Thursday, February 13th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the specialty retailer to purchase up to 3.3% of its shares through open market purchases. Shares buyback programs are often an indication that the company's management believes its shares are undervalued.

Tractor Supply Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 11th. Stockholders of record on Wednesday, February 26th were paid a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a dividend yield of 7.17%. The ex-dividend date was Wednesday, February 26th. This is a boost from Tractor Supply's previous quarterly dividend of $0.22. Tractor Supply's dividend payout ratio (DPR) is currently 45.77%.

Tractor Supply Company Profile

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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